VoIP:CSTA

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Revision as of 10:18, 7 June 2021 by Uwi (talk | contribs) (→‎How to assign CSTA licenses to numbers and phone device: add video link VTX CSTA - Assign VTX CSTA licenses to phones)

Introduction[edit | edit source]

CSTA stands for Computer Supported Telecommunications Applications. It is an abstraction layer for telecommunications applications.
VTX operates a CSTA Gateway following the CSTA III Standard which means, that if a customer operates a CSTA compatible CRM and a VTX VirtualPBX (vPBX), customer CRM can control the vPBX remotly (standard features as Make Call, Answer, Clear Connections and more).

How does CSTA works[edit | edit source]

  1. VTX operates a CSTA Gateway connected to VTX VoIP platform
  2. VTX provides a CSTA Gateway Account linked to a VTX VirtualPBX (vPBX)
  3. Customer IT operates a CSTA Client connector like ECSTA for Communi5 Voice Application Server that is able to connect to the VTX CSTA Gateway
  4. Customer CRM/ERP uses the "CSTA Client connector" to remotely control and manage phones
  5. Customer defines which SIP account and CPE can be managed by the CSTA

List of supported CSTA features[edit | edit source]

Examples of actions which can be performed (depends from Client and CRM/ERP used)

  • Dial : Perform an outgoing call from CRM/ERP or CRM/ERP softclient
  • Hang up: Hangup the call from the CRM/ERP or CRM/ERP softclient
  • Answer call: Remotely answer the call
  • Hold call: Put a call on Hold
  • Retrieve call: Retrieve an incoming call
  • Redirect call: Redicrects a call to another destination
  • Blind transfer: Perform a transfer without asking remote person
  • Attended transfer: Perform a transfer asking remote party for approval
  • Swap hold: Swap between several call on hold
  • Create conference: Create a Conf Call
  • Add to the conference: Add people in a conf call
  • Forwarding: Manage Call Forwarding
  • Do Not Disturb : Manage Do Not Disturb (DND)


Requirements[edit | edit source]

Video Training[edit | edit source]

Video Training : VTX CSTA - Introduction[edit | edit source]

FIXME present the product


Video Training : VTX CSTA - Requirements[edit | edit source]

FIXME requirements


Video Training : VTX CSTA - Assign VTX CSTA licenses to phones[edit | edit source]

Video of the Kiosk when assigning CSTA licences to users and phones

English


German

Video Training : Estos CSTA Client for Teles/Communi5 - Setup Gateway[edit | edit source]

Video presenting the setup for the Estos CSTA Client for TELES that connects your CRM towards the VTX VPBX


Video Training : Procall - UC Server Setup[edit | edit source]

Video presenting basic setup of UC Server using Estos Procall Server 6


Video Training : Procall - Add Users[edit | edit source]

Setup new demo users on the Procall CRM


Video Training : Procall - Client Setup[edit | edit source]

Setup a demo Procall Client on a Workstation


Video Training : Procall - Demo Usage[edit | edit source]

Control your yealink phone from the CRM itself, call out, enter DIGITS, answer call, transfer call, call history,...


CSTA Gateway[edit | edit source]

Requirements[edit | edit source]

Below you will find the needed requirements to use VTX CSTA service

  • A CSTA GW provided from VTX, which allows to connect your CSTA compatible CRM or ERP to the Virtual PBX of VTX
  • CSTA license from VTX for each number you wish to use with CSTA service and allow to control your phone (CPE)
  • estos ECSTA (connector) for Teles Voice Application Server which contains the Tapi driver whitch distributes the telephony information across the network
  • A CSTA Client example Procall for the clients
  • A CSTA compatible CRM or ERP following the Computer Supported Telecommunication Applications (CSTA) standards

How to setup CSTA Gateway[edit | edit source]

If you order a CSTA Lincense at VTX a CSTA GateWay (CSTA GW) get created. you need order CSTA licenses and assing them to numbers to have CSTA/CTI GW created and beeing able to use

Kiosk CSTA GW[edit | edit source]

In your Kiosk on My Services > Telephony > CTI - CSTA GATEWAY you can check if your Virtual PBX already has a CSTA Gateway activated.

You can ask your Account Manager to activate a CSTA GW and CSTA Licences to be able to assing them to phone numbers

If CSTA licenses got activated, you will see them in Kiosk on My Services > Telephony > Mange my IP-Phones in the section AVAILABLE PHONES
Kiosk - CTI - CSTA GATEWAY
Kiosk - CSTA licence

If you order CSTA Licenses you can setup your CSTA GW for numbers in your vPBX, follow the section below

How to assign CSTA licenses to numbers and phone device[edit | edit source]

You can watch the Video: VTX CSTA - Assign VTX CSTA licenses to phones

Or you can follow the steps below

You have ordered CSTA License (GW get created automatically) you can see them in Kiosk and assign license to use them
Go to My Services > Telephony > Manage my IP-Phones

Kiosk - CSTA licence

Click on Action ADD (plus)

Assign a number to the CSTA licence (choose number and choose as equipment the phone device you wish to remote control)

Assign number and phone

Confirm

Kiosk - confirm assign number and device

The CSTA license will be assigned to the number and choosen phone device. It will be shown in Manage my IP-Phones > Connected to a number

Kiosk - Number and phone device assigned

CSTA GW credentials Kiosk[edit | edit source]

You need the CSTA Gateway (CSTA GW) credentials information to be able to connect your CRM/ERP connector (or connector: ECSTA for Communi5 Voice Application Server from ESTOS) with the vPBX telephony services

go to My Services > Telefony > CTI - GSTA GATEWAY to find the informaton about you CSTA Gateway, which you need to setup your CRM/ERP (or for ESTOS Connector ECSTA for Communi5 Voice Application Server)

Kiosk CSTA GW credentials

CSTA clients[edit | edit source]

Estos CSTA for Teles[edit | edit source]

Introduction[edit | edit source]

ECSTA (Estos CSTA) ECSTA series from estos is a specialized CTI middleware that enables communication between the telephony system and the IT Infrasturctur. Estos ECSTA (connector) for Communi5 Voice Application Server makes ist possible to connect TAPI-capable applications, such as industry solutions such as ProCall Enterprise to the TELES UC solution provided by VTX.

Installation and configuration[edit | edit source]

Estos ECSTA (connector) for Teles Voice Application Server[edit | edit source]

For install and configuration of ECSTA for Teles Voice Application Server watch the Video: Estos CSTA Client for Teles/Communi5 - Setup Gateway

Or follow the steps below

Download windows installer here: ECSTA for Communi5 Voice Application Server (bottom of the webpage)

Enzip the file and execute the Installer on the Server

estos ECSTA for Teles Voice Application Server Setup

In case you get an error, use the 64 Bit Installation Package

Error 5001 - use 64 Bit Installation Package

The setup wizard will now guide you through the process

Tapi driver for Teles C5
Installing Tapi driver ...
Enter a unique name for driver instance
Add licenses

Enter License Key (you can get them from ESTOS) or apply for trial licenses

Enter license key or request trial license
Licenses added

Leave next sections by default (you can still change them afterwards if needed)

Advanced Parameters

Now setup the Connection parameters (get the credentials in kiosk)

Setup Connection with CSTA GW credentials from Kiosk

Test the connection

Test Connection
Connection established

Leave default

Location leave default - next

Add Lines by click on Extras

Add Lines

Modify Read lines with your numberrange

Read lines - enter numberrange

Read Lines

Read lines from vPBX

List of numbers having CSTA licenses

List of numbers with CSTA licenses

Setup complete

Setup complete

To get access to the estos ECSTA for Teles Voice Application server
Open Phone Driver Options Advanced

Phone Driver Options Advanced

Doubleclick on ECSTA for Teles Voice Application Server

Phone Driver Options Advanced - Access Settings
  • You can check or modify the Connection
  • Add new or control the Lines
  • Modify Parameters such as Location and Numberformat
  • Check or add new license
Phone Driver Options Advanced - Settings

Estos Procall[edit | edit source]

Introduction[edit | edit source]

Procall is a software developped by ESTOS that provides Unified Communications & CTI Software Suite ProCall Enterprise

ESTOS UC Server[edit | edit source]

Installation[edit | edit source]
Add Users and assign Lines[edit | edit source]

ESTOS Procall Client[edit | edit source]

Procall Client Setup[edit | edit source]

CTI VTX Phone software for CSTA or TAPI environnement[edit | edit source]

With your Virtual PBX service you can connect your phone system with your CRM or ERP (CTI)

How to connect CTI VTX Phone software[edit | edit source]

FAQ[edit | edit source]

Outgoing Calls[edit | edit source]

"0" Prefix - Adapt Phone Number Format[edit | edit source]

  • Information: Some VTX VPBX are setup with a "0" prefix to dial external numbers ( can be enabled/disabled in the VTX VPBX Outgoing Calls setup )
  • Problematic: You would like to not to have to handle the "0" prefix on the CRM side
  • Symptoms: When you call out from your CRM, you do not want, or you are not able to add a "0" prefix requested by the VPBX setup
  • Solution: Add Number Formatting rules on the CSTA Gateway client to format the numbers correctly
  • Additional Information: cf https://support.estos.de/en/procall-enterprise/regulaere-ausdruecke


Solution with ESTOS CSTA for Teles/Communi5

  1. In Windows start menu, Open the "Phone Driver Options Advanced"
  2. In "Phone Driver Options Advanced", gouble Click on the "ESTO CSTA for Teles/Communi5"
  3. In "ECSTA for Teles Voice Application erver", go in Advanced Tab / Formatting / Edit Format
  4. In "Phone Number Format", go in the "PC Dialing" tab
  5. Enter the Regular expression in the table below and test them ( cf screenshor below )
    1. Search for ^0([1-9].*)$ / Replace it with +41\1
    2. Search for ^00([1-9].*)$ / Replace it with +\1
  6. Apply and Save and Close


ESTOS CSTA for Teles/Communi5 - Number Formatting Rules