DVS Metaswitch User manual

Metaswitch
Hosted PBX Quick Start Guide
Dvs Technologies, LLC. 150 N. Durango Dr, Suite-250. Las Vegas, NV. 89145 [phone]
[email protected]

WELCOME
Welcome to Hosted PBX! This guide is
intended to get you up and running with the
basic features associated with the product.
For more in-depth information, please see the
tutorial videos on our website at:
http://www.Dvst.Com.
This guide covers the three main elements of
the Hosted PBX product:
1. CommPortal - A web portal used for
conguration and calling history
2. Accession Desktop - A Windows/Mac client
for calling, instant messaging, and more
3. Accession Mobile - An app for iOS/Android
that includes a full-featured dialer, instant
messaging, and more
As always, you can also contact our local
customer care team at [phone] and
we will be happy to assist you.
COMMPORTAL
Commportal is the web portal used to congure
the features on your new phone system. With
Commportal you can:
•View missed calls
•Listen to voicemail messges
•Manage your contacts
•Set up rules to route your calls
•Perform many other functions
To get started, go to the login page at:
https://MyPhone.Dvst.Com . (Consult your
administrator regarding your default password.
Once you log in, you will be prompted to
create a new password.)
Note: This guide is representative and images
may vary from your individual CommPortal
screens.
Getting Oriented
Once you are logged in you will see the main
CommPortal screen with the following menu
options:
•Dashboard - Quick view of most common
functions
•Messages and Calls - Access call history
•Contacts - Store and retrieve contact
information
•Call Manager - Manage how your incoming
calls are handled
•Apps - Adds applications to your service
•Settings - Change your call settings
Dashboard
CommPortal Dashboard is the main screen for the
portal. On it you can view a range of information
including recent calls, messages, contacts, and
customized settings.

1. Voicemails - Click this area to view and retrieve
voicemails
2. Contacts - Import your contacts from Outlook
or create new ones, then click on a name to
dial
3. Call Button - Use to make new calls to
numbers that may not be in your address book
4. Missed Calls - Click any missed call in the list
to call the number back
5. Active Settings - For example, if you are
forwarding your number, that information would
appear here; click to adjust
6. Settings - Logout, refresh or scroll to Help to
view step-by-step tutorials describing how to
perform tasks within a user’s CommPortal
Messages and Calls
The Messages and Calls tab displays all recent
call activity. Here you can retrieve voicemails
and view calls based on whether they were
missed, received, dialed, or deleted.
Click on one of the subtabs to get more detail.
Click the ‘play’ arrow button to listen to a
voicemail. Note that you can listen to your
voicemails in any order. A window (as shown
over the Messages and Calls screen) will open
and you will have the option to save or delete
either on the player screen or main screen.
Click the ‘New Voicemail’ button at the bottom
of the page to record and leave a voicemail as a
memo (your computer must have a microphone
to use this function).
Click the (icon) at the end of the line to mark as
Heard/New, Forward as Email, or Forward as
Voicemail.
From the Missed, Dialed, and Received tabs
you can click on the name and either call them,
add them to your contacts, or jump to the
caller’s existing contact information.
Contacts
The Contacts tab enables you to manage all
of your contact information. Within it, you
can create new contacts (using recent call
information like a missed call or creating a new
one from scratch), create groups of contacts, or
import/export your contacts.

The fastest way to add your contacts is to
import them from your email program. If you
use Microsoft Outlook, follow these instructions:
•Open Outlook and go to the File tab, then
Import and Export
•A new window should appear
•Select Export to File and Click Next
•Select Comma Separated Values from the
list and click Next
•Select Contacts from the folder tree and
click Next
• Save exported le as ‘Outlook Contacts’
and click Next, then save in a place you
can easily locate such as the Desktop or
My Documents
•Go back to the CommPortal Contacts tab
•Click the Import button
• Click the Browse button to nd the Outlook
Contacts le
•Click Import
•Your contacts are now in CommPortal!
Call Manager
The Call Manager tab enables you to manage
how incoming calls are routed to you. The top
section enables you to change your setting from
Available to Do Not Disturb, aloowing you to
route calls directly to voicemail if you’re busy.
There is also a forwarding option that enables
simultaneous ring with your mobile device.
Settings
To change your password and/or PIN, click
on the security options on the Accounts tab.
The Messaging tab enables you to receive
notication of a voicemail as an email, manage
mailbox settings, customize how you are
notied of a voicemail, congure greetings,
and more. From Greetings you can personalize
your voicemail greeting by recording an
announcement (a microphone is required).
Use he set keys link (shown below) to congure
your phone according to your preferences.
Once you congure your phone, you should not
need to use this tab frequently.

ACCESSION COMMUNICATOR FOR
DESKTOP
Your Dvs Technologies phone service can be
used to make or receive calls from your desk
phone, your PC or Mac, and your mobile
devices.
For this service to work on your desktop you
will need to install the Accession Communicator
software on your PC or Mac. The following
information helps you to do that.
Ensure Your Computer is Compatible
Accession Communicator for Desktop works on
PCs running Windows 7 or Windows 8. It also
runs on Macs with OX X 10.7 or later versions.
You can use your computer’s built-in
microphone and speakers with Accession
Communicator, but you will have much better
audio quality if you use a headset. Accession
Communicator works with most common
headsets, including Bluetooth. It will even work
with the answer/reject call button on some
headsets.
Find Your Password
You’ll need your phone number and password
to start using Accession Communicator for
Desktop. If you don’t have this information,
contact us at [phone]
Dowload and Install the Software
First, download Accession Communicator for
Desktop from CommPortal. You will find it under
the Apps tab.
When prompted, save the file. Then find it in
your downloads folder and open it to begin the
installation process.
Exploring Accession Communicator
Accession Communicator for Desktop is like
having your desk phone on your computer. You
can make and receive calls, hold calls, transfer
calls, and make three-way calls.
You can also use it to send instant messages
to other people in your corporate directory who
are using Accession Communicator, no matter
what device they are using.
Accession should be populated with your
company contacts. In some cases you may
need to search for your commonly used
contacts by typing their name into the ‘enter
name or number’ eld.
Under the Tools menu, choose Options. Here
you can see your conguration options for
Accession, including synchronizing contacts
and enabling interaction with a desk phone.
Making Calls
Making a call is as easy as entering the number
on the keypad or clicking on a contact’s call
button. If your contact has more than one
number, you can choose which one to call from
the drop-down list.
If the person you’re calling has caller ID they will
see your individual business number.
Receiving Calls
When someone calls your number, you’ll see
a pop-up box on your computer screen. You’ll
also hear a ringing tone through your speakers
or headset. The pop-up shows the number of
the person calling you. If that person’s details
are already in your contacts list, you’ll also see
the caller’s name.
Depending on the suite of services you have
you may see the incoming call on your desk
phone, on your mobile phone, or on a tablet
device. You can answer the call on the device
that is most convenient for you.

During the Call
While a call is in progress you’ll see the call
window. Use this window to:
1. Open a dial pad
2. Place the call on hold
3. Transfer the call to another number
4. Switch on video
5. Adjust your microphone
6. Adjust your headset volume
7. End the call
Video Calling
If the person you’re talking to is also using
Accession Communicator on the same network,
you can upgrade your call to video at any time.
Click on the camera icon to send your video.
The other person will receive a prompt inviting
them to switch on video as well. Click on the
camera icon any time to turn o your video
feed.
Send the Call to Someone Else
Use the transfer button to send any call to
another number. A menu will pop up, allowing
you to choose the number for any contact or to
type in a completely new number.
Choosing Which Calls to Receive
Click on the status selector to reveal ‘More
Options’ at the end of the menu. This opens
the Call Manager Status window. Here you can
choose how calls are treated depending on
who the call is from. You can also choose your
preferences for how calls should be handled if
they are from anonymous numbers, from vIps,
or from numbers on your Unwanted Callers list.
Available - Do Not Disturb - Forward
Calls
You can tell Accession Communicator how
to handle your
incoming calls.
Choose between:
•Online
•Busy
•Call Manager
Busy tells your
contacts you
are unavailable,
but will not
block them from
contacting you.
Call manager
provides features
for forwarding or
do not disturb
settings.
Note that when
you change your
status or set up
a forwarding
number, the
change applies
on every device on which you use Accession
Communicator. If you step away from your
computer and forget to chnge your status, you
can easily do it from the app on your mobile
phone (if installed).
Your Contacts List
Accession Communicator for Desktop
assembles a contact list for you to use.
Depending on how your service is set up, this
list may include:
•Contacts that you type directly into
Accession Communicator for Desktop

•Contacts that are contained in the Outlook
or Mac local address book that is stored
locally on your computer
•Contacts that are in CommPortal contacts
•Contacts that are in your corporate
directory
Use the Options menu to congure how you
manage your contacts.
Visual Voicemail
If you have a voice or video message, the
indicator will change color and indicate the
number of messages received.
Click on the message button to see a list of
the messages, to view transcriptions of the
messages into text (where available), to listen
to the messages, or to forward messages to
another person.
Emergency Calls
Accession Communicator enables you to make
calls from anywhere on the most convenient
device. If you place a 911 call from Accession
Communicator, keep in mind the operator may
not be able to identify where you are calling
from.
Favorites
For quick access to frequently-called people,
add them to your favorites list. Use the right-
hand mouse button to click on any contact and
choose Add to Favorites from the drop-down
list. Favorites will appear in both the Favorites
and Contacts lists.
More Information
If you have additional questions about
Accession Communicator for Desktop call us at
[phone] or email [email protected]
ACCESSION COMMUNICATOR FOR
MOBILE
Accession Communicator for Mobile is a full-
featured soft phone for your mobile device or
tablet. It enables you to send and receive calls
from your business number, as well as instant
message.
Ensure Your Device is Compatible
Accession Communicator for Mobileworks on:
•Android phones and tablets running 3.3.3
(Gingerbread) or later versions
•iPhone 3GS, 4, and 4S running iOS 5 or
later
•iPads running iOS 5 or later
Video calling only works on devices that have a
front-facing camera.
Find Your Password
You’ll need your phone number and password
to start using Accession Communicator for
Mobile. If you don’t have this information, call
us at [phone]
Download and Install App
Search for ‘Accession’ in iTunes or the Google
Play store and download the Accession Mobile
app to your device. When you open the app
you’ll be prompted to choose your provider.
Scroll to ‘Dvst’ and select. Next you will need to
enter your username and password. Generally
your username will be your 10-digit business
phone number. If you’ve logged
into CommPortal before you likely will have
changed your password. If you don’t know your
password contact your administrator.
Exploring Accession Communicator
Accession Communicator for Mobile is like
having your desk phone on your mobile - and a
whole lot more. You can make and receive calls,
hold calls, transfer calls, and make three-way

calls. You can use it to send instant messages
to other people in your corporate directory who
use Accession Communicator, no matter what
device they’re using. You can even push and
pull calls over to your phone from other twinned
devices, mid-call.
Accession Communicator for Mobile uses
available Wi-Fi or mobile data services that
are connected to your mobile phone, so you
can make and receive calls without using your
mobile phone minutes.
Making Calls
To make a call, enter the number you are calling
into the Accession dialer, or simply tap on
the contact and touch the contact’s number.
Accession Communicator for Mobile will route
the call over Wi-Fi or using 3G/4G/LTE mobile
data. If the person you are calling has caller ID
they will see your individual phone number.
Receiving Calls
When someone calls your number the
Accession Communicator app will offer you the
choice to accept or reject the call.
Depending on the suite of services you have
you may see the incoming call on your desk
phone, your desktop, or on a tablet device. You
can answer the call on whichever device is most
convenient for you.
Calls directly to your mobile number utilize the
device’s native dialer as normal.
During the Call
While a call is in progress you will have these
options:
•Mute the call
•Open dial pad
•Turn on speaker mode
•Switch
•End call
When Another Call Comes In
You may receive a call while you are already
on a call. Accession Communicator for Mobile
gives you the choice to:
•Hold the existing call and answer the new
call
•End the existing call and answer the new
call
•Ignore the new call
Video Calling
If the person you’re talking to is also using
Accession Communicator you can upgrade
your call to video at any time. Click on the video
call camera icon to send your video. The other
person will receive a prompt inviting them to
switch on video as well. Click on the camera
icon at any time to turn o your video feed.

Switch: Move an Active Call
A call on Accession Communicator will be
on Wi-Fi or on a mobile data service. If the
connection is not reliable the audio may be of
poor quality. If this happens you can switch
the call to a regular cell phone connection by
pressing the switch button. You’ll see the option
to switch to ‘This device (cellular).’ Remember
that the call will then start using your mobile
minutes.
You may also choose to switch the call to
another of your devices running Accession
Communicator, such as your desktop PC or
your iPad. To make this switch, choose the
option for ‘Other device,’ then answer the call
on whichever device is most convenient.
Push and Pull call from Another Twinned
Device
You may have a call in progress on another
device that is twinned to the same number,
such as your desk phone, Accession
desktop on a PC, or Accession Mobile on
a tablet device. You can push and pull that
call to another device running Accession
Communicator.
If a call exists that can be pulled, the Accession
Communicator app on your mobile phone will
notify you that there is a ‘call available to pull.’ If
you want to move the call to your mobile phone
just follow the prompts to pull the call from your
other device to your mobile phone. This also
works if you want to pull the call to your tablet
device.
Choosing Which Calls You Receive
Swipe or touch the three-line navigation icon
from the Accession Communicator contacts to
reveal the other controls needed to access the
many rich features of Accession Communicator
for Mobile.
Call Manager lets you decide who can
reach you and when. You can tell Accession
Communicator how to handle your incoming
calls:
If Do Not Disturb is selected
callers will hear a recorded
voice announcement saying
that you’re unavailable and
will be connected to your
voicemail. None of your
devices will ring when Do
Not Disturb is activated.
You can also tell Accession
Communicator to Forward All
Calls to another number. Click this option and
you will be prompted to enter the number.
Note that when you change your availability
status or set up a forwarding number the
change applies on all devices, including your
desk phone. Therefore, if you temporarily
misplace your mobile phone and forget to
change your status, you can do it from the
Accession Communicator for Desktop app on
your PC, Mac, or iPad.

Your Contacts List
Accession Communicator for Mobile opens
automatically to your Accession contact list.
Depending on how your service is set up this
list may include:
•Contacts that are contained in the contacts
list already on your phone
•Contacts that are in your corporate
directory
•Contacts that are in CommPortal contacts
Accession Communicator for Mobile provides
the user with access to corporate directory and
CommPortal contacts directly on the installed
device.
When you are inside the Accession
Communicator app and looking at the contacts
page you can press your phone’s menu button
or action bar to choose which of your contacts
are presented to you when you are using
Accession.
Visual Voice Mail
Tap through to the Voicemails tab to see a list of
messages received, to see transcriptions of the
messages into text (where available), or to listen
to the messages.
Emergency Calls
If you place a 911 call rom Accession
Communicator for Mobile it will attempt to make
the call using the native mobile phone dialer.
911 calls cannot be made from tablet devices at
any time.
Privacy and Protection
Accession Communicator for Mobile adds a
new source of contacts that can be displayed,
but it never changes any existing contacts.
If you add a contact directly into Accession
Communicator for Mobile it will open the usual
contact management feature on your phone.
Contacts entered directly on your mobile device
(not in Accession) and existing contacts entered
directly into the Accession Mobile application
are uploaded to your contacts on our servers.
More Information
If you have additional questions about
Accession Communicator for Mobile, call us at
[phone] or email us at [email protected]
150 N. Durango Dr, Suite-250
Las Vegas, NV. 89145
[phone]
[email protected]