Howto13r2:RecordingsApp: Difference between revisions

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(New page: =Setting up the Instance= First of all you need to download the app on the appstore in your AP Manager. Image:Recordings-howto1.png<br> <br>Image:Recordings-howto2.png<br> <br>[[I...)
 
 
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=Setting up the Instance=
=Setting up the Instance in the AP Manager=
First of all you need to download the app on the appstore in your AP Manager.
[[Image:Recordings-howto1 1.png|thumb|upright=1.0|right|AP Manager]]
For the app to function, it must be downloaded. After that, an instance needs to be created and started with the correct information, or else it wont be usable.  


[[Image:Recordings-howto1.png]]<br> <br>[[Image:Recordings-howto2.png]]<br> <br>[[Image:Recordings-howto3.png]]
* In this Step you're going to Setup the Instance of the Recordings App
** For this you need to download the app in the AP Manager Plugin.
** After installing the latest version, you need to add a new instance.
** You need to fill all the important information in the newly opened window.
** After setting up the instance and starting it, it should look like the following:


You can easily install the app after selecting the latest version.
=Configuration in the PBX Manager Plugin=
In this step, it is mandatory to insert two new objects into the AP and give the templates the needed licences and rights to use the app. Here you navigate to the AP Recordings, create two now objects and configure the templates.


Now you can enter the main menu of the AP Manager. Here you can see that you got a new entry, which is the '''"Recordings"''' - app.
==Adding objects through the Recordings Plugin==
 
[[Image:Recordings-howto3 1.png|thumb|upright=1.0|right|PBX Manager]]
You can click on it and you'll see no active instance. To fix this you need to press the '''"Add"''' button on the top bar.
[[Image:Recordings-howto2 1.png|thumb|upright=1.0|right|PBX Manager Result]]
 
*First you're going to add 2 new objects for the Recordings App to function.
[[Image:Recordings-howto4.png]]
**Here you need to add one object for '''"User"''' and one for '''"Admin"'''.
 
**You have three fields to fill out.
A new window will open in which you need to insert the relevant information asked.
***''Name'': Here you are going to name the App
Important: The name which is written here is '''case-sensitive'''. For easier use later, you should write it out small.
***''SIP'': Here you need to name the SIP
 
***''TYPE'': Here you can choose what type this object is going to have.
[[Image:Recordings-howto5.png]]
<br>
 
==Access list configuration through the Recordings Plugin==
After that, you can press the save button, click on the newly added instance and press the '''"Start"''' button on the top left of the bar.
[[Image:Recordings-howto3 2.jpg|thumb|upright=1.0|right|PBX Manager - Access List]]
 
*Access list is a User type of app which allow the access of other user's records. Access list is useful to scale access right of the system records.
[[Image:Recordings-howto6.png]]
**Here you need to add another object for the access list.
 
**You have three fields to fill out.
You can now see that the status of the instance is now at '''"Started"''', indicated with a green arrow.
***''Name'': Here you are going to name the App, choose an appropriate one to differentiate user app and user access app.
 
***''SIP'': Here you need to name the SIP, basically the same as the Name but avoid space.
Now you can leave the AP Manager.  
***''TYPE'': Here you choose the type '''USER'''.
 
***''Access list''': Put in each field one number. Number (e164) of user who will use the app and number (e164)of the recorded users that need to be accessed should be configured (see screenshot example)
=Configuration in the PBX Manager App=
''Hint : do not forget to give access right of the app for the users via the template configuration''
==AP Recordings==
You need to start the PBX Manager App.
 
[[Image:Recordings-howto7.png]]
 
After scrolling down, you can see a new app added called '''"AP recordings"'''
 
Pressing on it will open a new configuration menu on the right.
 
[[Image:Recordings-howto8.png]]
 
Now you need to add 2 new recordings. One for '''"User"''' and one for '''"Admin"'''.
 
For that you need to press on '''"add Recordings"'''.
 
A new menu will open, in which you need to add the following:
 
''Name:''The name for the app <br>
''SIP:'' The SIP of the app <br>
''TYPE:''The type of the app you're going to add. But since you need to add both apps, one for users and one for admins, you need to add a second recording in which you will chance the TYPE to admin.
 
[[Image:Recordings-howto9.png]]
 
Now its going to look like this:
 
[[Image:Recordings-howto10.png]]
 
After that, you need to configure the templates, so that the app is usable for the users.


==Configuring Templates==
==Configuring Templates==
[[Image:Recordings-howto4 1.png|thumb|upright=1.0|right|Templates]]
*For the app to work, you need to give out permissions and licences for the templates.
**Select the user template and give him the app permission and the licence.
**Select the admin template and give him the admin-app permission and also the licence.
**Now users with either template can use the appropriate apps.
<br>


The standard user needs to have a cross set on the newly made '''"Recordings"''', which you can find on the '''"Apps"''' tab.
=Configuring the Recordings-App=
 
[[Image:Recordings-howto20.png|thumb|upright=5.0|right|App Configuration]]
[[Image:Recordings-howto11.png]]
The only change that needs to be done here is configuring the PBX name into the Admin-App, or else it wont correctly record the calls.
 
*Now you need to set the PBX name into the settings of the app, which is found in the '''RecordingsAdmin''' - app
Also, he needs to have a licence, else it wont function, which you can set on the '''"Licences"''' tab.
**After opening the app, you can open a sidebar-menu with the upper right menu button.
 
**Below you see the setting which is called '''"PBX name"'''. Here you set the name you gave the PBX.
[[Image:Recordings-howto12.png]]
<br>
 
<br>
The same goes for the Admin-template. Except instead of setting the cross to '''"Recordings"''', it is needed to set it to '''"RecordingsAdmin"'''
<br>
 
<br>
[[Image:Recordings-howto13.png]]
<br>
 
<br>
After that, you can leave the PBX Manager App and go into the Devices App.
<br>
 
<br>
=Setting up Devices=
<br>
==Configuring the PBX==
<br>
===CDR===
<br>
 
<br>
[[Image:Recordings-howto14.png]]
<br>
 
Here you need to configure your PBX and your phones. We're going to start with the PBX.
 
After selecting your PBX on the Devices-tab, you need to navigate to the PBX tab. Under general, you need to activate '''"Generate CDRs"'''.
 
[[Image:Recordings-howto15.png]]
 
After that, the CDR need to get configured. For this you're going to select the '''"Gateway"''' tab, and the subtab '''"CDR1"'''.
 
The following configuration is needed:
 
''Type:'' HTTP
''Adress:'' here you need to either set the IP Adress of your application platform, or the name of it which is resolved from your DNS Server.
''Method:'' External (POST)
''Path:'' Now you need the mentioned case-sensitive URL which looks like: '''"/domain/recordings/cdr"'''. If you are not careful, the app is not going to work.
 
[[Image:Recordings-howto16.png]]
===Checking the object===
 
Also, it could happen that '''Websocket''' isn't ticked in '''"Objects"'''.
 
You need to navigate to the '''"PBX"''' tab and the subtab '''"Objects"'''.
Click on the '''"Recordings"''' object to configure it.
Check the first '''"App"''' tab if '''"Websocket"''' is activated. If not, activate it.
 
[[Image:Recordings-howto16 Websocket.png]]
 
==Configuring the Phones==
 
After that, you need to configure the phones. For this, select a phone and go to the '''"Phone"''' tab.
 
Way down below, you can spot the URL field which needs to be the following: '''http://app-platform/domain/recordings/Files'''
 
[[Image:Recordings-howto18.png]]
 
You also need to setup the '''"Recording"''' tab which is found on the left.
 
''Mode:'' Transparent: This means that the call will be recorded instantly.
''Recorder:'' HTTP Server
 
[[Image:Recordings-howto19.png]]


=Configuring the App=
=Configuring the CDR settings of the PBX=
For the PBX to fetch the data and create the CDR's, you need to check if it can create CDR's and where they get saved. For this, the Devices-Interface is used. After checking the checkbox for CDR's, you need to setup where it gets saved, and what type the CDR is going to be.
==CDR Checkbox==
[[Image:Recordings-howto5 1.png|thumb|upright=5.0|right|CDR Checkbox]]
*To fully function, you need to activate the CDR option in the PBX.
**To do that, you need to select the '''PBX - Config''' tab
***Here you need to check the '''"Generate CDRs"''' checkbox.
<br>


Now you can put the '''"Recordings"''' and the '''"RecordingsAdmin"''' App to your home screen from the appstore on the bottom right.


You need to open the admin-app so you can configure it.
==Configuring CDR==
[[Image:Recordings-howto6-1.png|thumb|upright=5.0|right|CDR Configuration]]
*In this step you are going to setup the CDR tab in the PBX
**Those settings you can find under '''Gateway - CDR1'''.
***The following settings need to be made:
****''Type:'' HTTPS
****''Adress:'' here you need to either set the IP Adress of your application platform, or the name of it which is resolved from your DNS Server.
****''Method:'' External (POST)
****''Path:'' Here you need to put a case-sensitive URL: '''"/domain/recordings/cdr"'''.


After opening it, you see that you get a message which says that no PBX name is configured which you need to set.
=Checking the Recordings-App object=
[[Image:Recordings-howto7-1.png|thumb|upright=5.0|right|Checkboxes]]
When you create the Recordings-Object, it could happen that the Websocket and Admin - checkbox isn't ticked, so navigating to the objects, selecting the "Recordings" - Object and check if the checkboxes are checked.
*It could happen that '''Websocket''' and '''Admin''' isn't ticked in '''"Objects"'''.
**To check this, you need to navigate to '''PBX - Objects'''
**Here you select the '''Recordings''' object and select the first '''App''' tab.
**Both checkboxes should be ticked.
<br>
<br>
<br>
<br>
<br>
<br>
<br>


On the upper right is a menu button. After pressing it, a sidemenu will open. Down below you see the option '''"PBX name"'''. Here you set the name you gave the PBX.
=Configuring the VoIP-Interface through the Devices-Interface=
[[Image:Recordings-howto9-1.png|thumb|upright=5.0|right|SIP-Trunk]]
If you want the softphones to record too, then the SIP-Trunk needs the URL you inserted earlier too. Also, the Media-Relay checkbox needs to be checked.
*Since you also wanna record any call that goes through your SIP-trunk, you need to put a URL into the SIP.
**For this, you select the '''Gateway - SIP''' tab.
***Make sure that the URL is put correctly and also the Media-Relay is on.
<br>
<br>
<br>
<br>


[[Image:Recordings-howto20.png]]
=Configuring the Phones through the Devices-Interface=
For the phones to actually start recording as soon as they make a call, you need to set them up. This is done in the phone settings through the Devices Interface. Here another URL is going to be set in, so it can store the recording, and configure it so it starts to record instantly
==Setting up the URL==
[[Image:Recordings-howto8-1.png|thumb|upright=5.0|right|URL]]
*To actually record the calls, the phones need to be set up correctly.
**Select a phone and go to the '''"Phone"''' tab.
**Down below, you again need to put a case-sensitive URL into the field, which follows the following rule:
***'''https://app-platform/domain/recordings/Files'''
<br>
<br>
<br>
<br>


After that, the configuration is done and you can freely use the app.
==Setting up the Recording-Tab==
[[Image:Recordings-howto19.png|thumb|upright=5.0|right|Recording-Tab]]
*To fully function, the following changes need to be made in the '''Recording-Tab'''
**''Mode:'' Transparent: This means that the call will be recorded instantly.
**''Recorder:'' HTTP Server
<br>
<br>
<br>


<!-- Keywords: enter keywords, foreign translations and/or synoyms not appearing in the article here for better search results -->
After this, the app is free to use.


<!-- == Related Articles == -->
<!-- == Related Articles == -->


[[Category:Howto|{{PAGENAME}}]]
[[Category:Howto|{{PAGENAME}}]]

Latest revision as of 09:15, 5 July 2023

Setting up the Instance in the AP Manager

AP Manager

For the app to function, it must be downloaded. After that, an instance needs to be created and started with the correct information, or else it wont be usable.

  • In this Step you're going to Setup the Instance of the Recordings App
    • For this you need to download the app in the AP Manager Plugin.
    • After installing the latest version, you need to add a new instance.
    • You need to fill all the important information in the newly opened window.
    • After setting up the instance and starting it, it should look like the following:

Configuration in the PBX Manager Plugin

In this step, it is mandatory to insert two new objects into the AP and give the templates the needed licences and rights to use the app. Here you navigate to the AP Recordings, create two now objects and configure the templates.

Adding objects through the Recordings Plugin

PBX Manager
PBX Manager Result
  • First you're going to add 2 new objects for the Recordings App to function.
    • Here you need to add one object for "User" and one for "Admin".
    • You have three fields to fill out.
      • Name: Here you are going to name the App
      • SIP: Here you need to name the SIP
      • TYPE: Here you can choose what type this object is going to have.


Access list configuration through the Recordings Plugin

PBX Manager - Access List
  • Access list is a User type of app which allow the access of other user's records. Access list is useful to scale access right of the system records.
    • Here you need to add another object for the access list.
    • You have three fields to fill out.
      • Name: Here you are going to name the App, choose an appropriate one to differentiate user app and user access app.
      • SIP: Here you need to name the SIP, basically the same as the Name but avoid space.
      • TYPE: Here you choose the type USER.
      • Access list': Put in each field one number. Number (e164) of user who will use the app and number (e164)of the recorded users that need to be accessed should be configured (see screenshot example)

Hint : do not forget to give access right of the app for the users via the template configuration

Configuring Templates

Templates
  • For the app to work, you need to give out permissions and licences for the templates.
    • Select the user template and give him the app permission and the licence.
    • Select the admin template and give him the admin-app permission and also the licence.
    • Now users with either template can use the appropriate apps.


Configuring the Recordings-App

App Configuration

The only change that needs to be done here is configuring the PBX name into the Admin-App, or else it wont correctly record the calls.

  • Now you need to set the PBX name into the settings of the app, which is found in the RecordingsAdmin - app
    • After opening the app, you can open a sidebar-menu with the upper right menu button.
    • Below you see the setting which is called "PBX name". Here you set the name you gave the PBX.














Configuring the CDR settings of the PBX

For the PBX to fetch the data and create the CDR's, you need to check if it can create CDR's and where they get saved. For this, the Devices-Interface is used. After checking the checkbox for CDR's, you need to setup where it gets saved, and what type the CDR is going to be.

CDR Checkbox

CDR Checkbox
  • To fully function, you need to activate the CDR option in the PBX.
    • To do that, you need to select the PBX - Config tab
      • Here you need to check the "Generate CDRs" checkbox.



Configuring CDR

CDR Configuration
  • In this step you are going to setup the CDR tab in the PBX
    • Those settings you can find under Gateway - CDR1.
      • The following settings need to be made:
        • Type: HTTPS
        • Adress: here you need to either set the IP Adress of your application platform, or the name of it which is resolved from your DNS Server.
        • Method: External (POST)
        • Path: Here you need to put a case-sensitive URL: "/domain/recordings/cdr".

Checking the Recordings-App object

Checkboxes

When you create the Recordings-Object, it could happen that the Websocket and Admin - checkbox isn't ticked, so navigating to the objects, selecting the "Recordings" - Object and check if the checkboxes are checked.

  • It could happen that Websocket and Admin isn't ticked in "Objects".
    • To check this, you need to navigate to PBX - Objects
    • Here you select the Recordings object and select the first App tab.
    • Both checkboxes should be ticked.








Configuring the VoIP-Interface through the Devices-Interface

SIP-Trunk

If you want the softphones to record too, then the SIP-Trunk needs the URL you inserted earlier too. Also, the Media-Relay checkbox needs to be checked.

  • Since you also wanna record any call that goes through your SIP-trunk, you need to put a URL into the SIP.
    • For this, you select the Gateway - SIP tab.
      • Make sure that the URL is put correctly and also the Media-Relay is on.





Configuring the Phones through the Devices-Interface

For the phones to actually start recording as soon as they make a call, you need to set them up. This is done in the phone settings through the Devices Interface. Here another URL is going to be set in, so it can store the recording, and configure it so it starts to record instantly

Setting up the URL

URL
  • To actually record the calls, the phones need to be set up correctly.





Setting up the Recording-Tab

Recording-Tab
  • To fully function, the following changes need to be made in the Recording-Tab
    • Mode: Transparent: This means that the call will be recorded instantly.
    • Recorder: HTTP Server




After this, the app is free to use.