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Oct 24, 2021 16:01

teams4Wildix - Microsoft Teams Integration with Wildix PBX

This Guide leads you through the process of teams4Wildix integration usage, starting from the Integration installation and activation, and ending with practical examples for call placing.  

The Integration is free for those customers who have already activated CLASSOUND.

Microsoft Teams Integration webpage: https://www.wildix.com/microsoft-teams/

Created: September 2021

Permalink: https://confluence.wildix.com/x/Y4GEB



teams4Wildix Datasheet


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teams4Wildix Video Tutorial

 


Introduction 

Wildix offers 2 modes of Integration usage.

  • Mode 1. Collaboration Plugin: it provides access to all advanced features by Wildix (check the attached Datasheet for the highlights ) 

  • Mode 2. Microsoft Phone System: besides the advantages of Mode 1, it allows MS Teams users to place and receive calls using Teams Dialpad (Calls tab of the MS Teams interface)

Limitations:

  • No sync between MS Teams and Wildix Collaboration user statuses
  • No support for Wildix phonebooks

Requirements

General requirements:

  • WMS version: 5.03.20210623.1 or higher
  • Activated CLASSOUND
  • Wildix UC-ESSENTIAL / UC-BUSINESS / UC-PREMIUM license for each user

Additional requirements for Microsoft Phone System:

  • Monthly subscription fee. The fee is purchased for the entire PBX on WMP
  • Microsoft 365 (Office 365) E5 or Microsoft 365 (Office 365) E3 + Phone system for each user

Wildix Collaboration Plugin Setup 

The steps described in this section are done by MS domain admin!

Step 1. Download and activate the Plugin for all company employees 

  1. Download the Plugin from https://drive.google.com/drive/folders/1H9fOTNJg6UQIZV4WeGwkCwtG4PoXh9lQ
  2. Go to Apps tab located on the bottom-left menu of Microsoft Teams

  3. Click Upload a customized app option and select Upload for my org (the option is available only for users with admin rights for the company MS domain):


  4. Browse your computer and choose teams4wildix_integration_plugin.zip package downloaded previously:



  5. Click Open to upload the Application to Microsoft Teams

  6. A new section Built for your org appears in Apps tab and Wildix app can be added for Company members

Step 2. Add the Integration for all company employees 

Important: After applying the changes described in this section, they will appear within 48 hours. If the changes do not appear please try to repeat the step one more time.

If you get an error, follow this link.


  1. Open MS Administration Center
  2. Go to Teams apps menu and proceed to Setup Policies tab: 


  3. Go to Global (Org-wide default) policy: 

  4. Proceed to Installed apps section and click + Add apps:


  5. Search for Wildix and click Add to install the Integration for all Company Members. Click Add at the bottom of the page to save the changes:


  6. Proceed to Pinned Apps section and click + Add apps:


  7. Search for Wildix and click Add to pin the Integration in MS Teams apps bar for all Company Members. Click Add at the bottom of the page to save the changes
  8. Click Save to apply:


Application Usage 

Login to Wildix Collaboration inside MS Teams

Once admin user finishes the setup process, users can access the Wildix Application from the left sidebar of the MS Teams interface by clicking on the Wildix icon.

The first time users open the Wildix tab, they are invited to enter the PBX domain name: 


Enter the PBX domain name into the input field and click Open.

Users can change the PBX any time by opening the Wildix tab inside MS Teams and accessing the tab Settings. To change the PBX, first click to Remove the previous PBX and then enter the new PBX domain into the input field and click Save.


Once users have added the PBX, they need to log in to Wildix Collaboration (Phone tab of the Wildix app inside MS Teams):


As a rule, users would use the option "Login with Office 365 Sign-On": click on the Microsoft icon in the lower right-hand part of the screen. 

Option to use Collaboration Web Phone to control calls from MS Teams

To be able to control calls from MS Teams, users need a SIP device registered to their account. This can be a Wildix SIP phone for example, or a Wildix Collaboration Web Phone (place and receive calls directly from the browser).

To use Collaboration Web Phone as a SIP device, users need to activate Call control only option when logging to Collaboration inside MS Teams (see the previous screenshot - option Call Control only must be checked). This option allows users to control another Wildix Collaboration running in the browser or as a native app. 

Prior to WMS version 5.03.20210709.3, the PBX admin should globally enable this option on the PBX so that it becomes available on the Collaboration login screen for users. 

To enable the Call control option, the admin of the PBX should:

  1. Connect to the PBX via SSH as a root user
  2. Edit the config file /rw2/etc/env.ini (or custom /rw2/etc/env.custom.ini for persistence) by setting the parameter CALL_CONTROL_FEATURE=true

Starting from WMS v 5.03.20210709.3, Collaboration in MS Teams is loaded with Call control only mode enabled automatically.

Users who want to use Collaboration Web Phone to control calls from MS Teams need to have a second Collaboration running in the browser or as a native app.

Control calls from MS Teams  

In the first mode of teams4Wildix integration, users need to use the Wildix tab to manage calls, not the MS Teams dialpad (not the MS Teams Calls tab).

For information regarding how to manage calls from the MS Teams dialpad, please consult the document MS Teams Phone System, which explains in detail how to set up and use the second mode of teams4wildix integration. 

To start placing and receiving calls from MS Teams, users need to first select the active SIP device in the device selection list located next to the green Call button. This device can be a Wildix SIP phone, such as WelcomeConsole, Vision, SuperVision, Start, WorkForce, a W-AIR DECT headset or handset, iOS or Android Collaboration app, or it can be Web (which stands for Collaboration Web Phone - second Collaboration running in the browser or as a native app).

Select the active device in the list of active devices in Wildix Collaboration:


Other communication options

In addition to the ability to manage calls, users can benefit from all other features offered by Wildix Collaboration, such as:

  • send and receive faxes and SMS
  • check Voicemails
  • set up call forwarding rules
  • and other, for more information, consult Collaboration User Guide.


Note: Since MS Teams interface offers its own chat option, users are not supposed to use chat inside Wildix Collaboration to avoid confusion between the two systems. 

Starting from WMS v 5.03.20210709.3, it is possible to disable chats in Collaboration:

To disable chats, the PBX admin needs to:

  1. Connect to your PBX via SSH as a root user
  2. Edit the config file /rw2/etc/env.custom.ini by adding the parameter COLLABORATION_CHAT_ALLOW=false

If disabled, users do not have access to Chat tab in Collaboration, including Chat and Post-It options in Colleagues, Feature keys, History tabs etc.

MS Phone System (second mode)

For information regarding how to set up and use the second mode of the teams4Wildix integration, called Microsoft Phone System which enables users to place and receive calls not only from Collaboration, but also from the Teams dialpad, consult the following Guides:

teams4Wildix FAQ

Q1. Can teams4Wildix be integrated without CLASSOUND?

  • No, CLASSOUND is required to have the Integration working.

Q2. Can another SIP trunk be used instead of CLASSOUND?

  • Yes. 

Q3. Can I as a partner install the Integration for end customers?

  • In both Modes, an end customer admin is engaged. For Mode 1, an admin installs the integration for all company members. For Mode 2, MS admin account is needed for the initial setup on teams4Wildix portal, since Office 365 tenant checks the required licenses.

Q4. Can I control Teams Dialpad from Collaboration, for example, put a call on hold

  • No, you cannot. Teams doesn’t allow controlling its Dialpad.

Q5. Can Teams contacts be dialed from Collaboration?

  • Currently, no. Export of Microsoft phonebooks will be implemented later.


The user guide of the pre 2021 Microsoft Teams integration can be found herehttps://drive.google.com/drive/u/0/folders/1aUGV-v9EMhMCCs0LlydOpoYkUSrHoSyK.



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