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Wednesday, January 21, 2009

Integration of sipx and MS Exchange

1) Install MS Exchange
Here are the possible requirements to install the Ms Exchange

configure active directory

Set domain name and host name for the machine

Install .NET Framework 2.0 - Installed

Install Microsoft Management Console (MMC)

Install Microsoft Windows PowerShell

Install Microsoft Exchange Server 2007
IIS (Internet Information Server)

After successful installation of the MS Exchange open the management console. sine can open it from Start -> Program -> MS Exchange Server 2007 -> Exchange management Console
This will open GUI to manage the Exchange.
Start -> Program -> MS Exchange Server 2007 -> Exchange management Shell
This will open terminal to manage the Exchange.


Integrate the MS Exchange with IPPBX
MS Exchange configurations
After installing the Unified Messaging Role, either at the initial installation of the server, or at a later time, using the Add/Remove Programs control panel applet and clicking the Change button on the Exchange 2007 program entry. The following tasks all use the Exchange Management Shell, but can just as easily be configured using the Exchange Management Console GUI.


  1. Create the Dial Plan, using a 3 digit internal numbering scheme. You can use as many digits as you like (just be sure to adjust all the extension numbers in the rest of the document to use that amount). We will use the number '121' as the extension subscribers (the term for users with UM enabled Mailboxes) to access Outlook Voice Access.

new-UMDialPlan -Name:'3DigitDialPlan' -NumberOfDigitsInExtension:'3' -AccessTelephoneNumbers 121


  1. Create the gateway entry to the sipX server.

new-UMIPGateway -Name:'sipx' -Address:'sipx.server.com/ipofserver -UMDialPlan:'3DigitDialPlan'


  1. Create the AutoAttendant, and make it accessible on extension '122'

new-UMAutoAttendant -Name:'AutoAttendant' -UMDialPlan:'3DigitDialPlan' -PilotIdentifierList:'122' -Status:'Enabled' -SpeechEnabled:$true


  1. Modify the settings of the Auto Attendant. These can be customized as you desire. This command is not necessary. This will make 200 as your auto attendant.

Set-UMAutoAttendant -Identity AutoAttendant -AfterHoursTransferToOperatorEnabled $true -AllowExtensions $true -BusinessHoursTransferToOperatorEnabled $true -CallSomeoneEnabled $true -NameLookupEnabled $true -SendVoiceMsgEnabled $true -OperatorExtension '200' -ContactScope GlobalAddressList
For this AA operator 200 must be there. Make some more AA dont assign them any operator. One can make AA from the console as well.


  1. Associate the dial plan with the server to make it active. Replace the server shown below with the FQDN of your UM server

Set-UMServer –Identity:'msexchange.server.com' -DialPlans 3DigitDialPlan



  1. Enable UM for your mailbox users, and associate an extension for them. Associate yourself the 200 extensions to allow testing and to receive calls that are transferred to the operator. Replace DOMAIN\Username with your own user account details, and the 'Pin' value with one of your choosing. To edit these policy settings, open the Exchange Management Console, expand Organization Configuration, Unified Messaging, and click the UM Mailbox Policies tab.

Enable-UMMailbox -Identity:'DOMAIN\yourusername' -UMMailboxPolicy:'3DigitDialPlan Default Policy' –Extensions 200 -Pin 893465 -PinExpired $false
Like this all the user of sipx must be associate with the user of exchange.


IPPBX configurations
The following provides instructions on how to integrate IPPBX with Microsoft Exchange 2007 for VM and AA applications. Microsoft Exchange 2007 is a speech enabled application able to serve as a Voice Mail or auto-Attendant server. In addition, it can read your email or provide voice enabled access to your calendar.

A) Give a User or Group of Users Permission to use Exchange VM as their Voice mail System :-
On a per user basis or for an entire group of users the administrator can select Microsoft Exchange as the voice mail system.
For that go to the configuration screen for the respective user and select "Permission" from the left navigation menu. Scroll all the way down until you see the fields for voice mail permission.

Now from here select the second option and apply.

B) Create a Dial plan Rule for the Microsoft Exchange 2007 Server :-
If all the users on this system use Microsoft Exchange 2007 as their voice mail system, then change the default voice mail rule in the dial plan to indicate that Exchange 2007 is selected as the voice mail server. If both Exchange 2007 and the PBX voice mail system shall be used simultaneously then a second voice mail dialing rule has to be created that designates Microsoft Exchange 2007 as the voice mail server. A different voice mail extension and prefix have to be chosen for one of the voice mail servers.
Goto System --> Dial Plan
Dial Plan window will be displayed. Click on the voice mail dial plan which will open the voice mail windows as below.

Select the "Voice mail" rule or create a new one (there can be several voice mail rules in a system if you have more than one voice mail system).

Here we got 2 options
Voice mail type – which should be now Exchange Voice mail server
Voice mail host – where the MS Exchange server is installed. Host name of that server should be given here.
Now apply that settings.

C) Integration
Two steps are required to add the Microsoft Exchange 2007 Auto-Attendant as a system auto-attendant to PBX:
a) Create a new SIP Trunk Gateway that points at the Microsoft Exchange 2007 Server. Choose TCP as the transport protocol under advanced settings.
For this goto :
Devices --> Gateways
This will open the gateway page. Now select the 'SIP trunk' as the gateway from the available list of gateways.
Now fill up the all the options i.e name, Address etc.
By clicking on 'Show Advance Settings' Transport Protocol setting will be available. Give TCP in the Transport Protocol.
Now Apply the settings.


b) Create a Dial Plan
Create a new Custom dialing rule that routes calls with a specific number to the Exchange AA Server. For that goto
System --> Dial Plans
Select the Custom Dial Plan from the dial plan list.
Fill all the options there, name, dialed number, etc. Also add the Gateway added for the ms exchange. Apply the settings.
The number define here when dialed, will route the call to the MS Exchange unified messaging server.
c) Configure the Fully Qualified Domain Name
Click the System menu and the Domain menu item, and enter the fully qualified domain name that the PBX server will use. When prompted, ensure you activate the new dial plans for our configuration changes to take effect.
Also the FQDN must be the same as the value you configured as the UM IP Gateway address on the Exchange UM Server.


4.3 Configure the SIP client

Now that we have configured the Exchange UM Services and the basic PBX services, we can test to see if our configuration is working. Configure SIP client as:-
Display Name: Your Name
User name: 300
Password: SIP Password you entered in PBX for the test extension
Authorization user name Leave Blank
Domain: PBX host name


4.4 Testing the Initial Call

Now in order to test that what we have setup so far is working, dial extension 300. This tests that we have correctly registered with PBX for incoming calls. You should see an incoming call on line 2.
In order to test the connection to the Exchange Server, dial 222, and the UM server should pick up and say "Welcome, you are connected to Microsoft Exchange". As long as you set your extension to 300 when you enabled your mailbox from UM, Exchange will detect that you are calling from 300, greet you by name, and simply prompt for your PIN. Now you can test the capabilities of Outlook Voice Access and navigate through the menus.
To confirm that we have setup the auto attendant correctly, dial 299, and the UM server should pick up and say "Welcome to the Microsoft Exchange Auto Attendant. To reach a specific person, just tell me their name". If you speak the name of someone in the directory, it will try to call them. As we have not completed our setup, it will divert to voice mail. If you leave a voice mail, it will appear in your Outlook in box.






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