Platon CS-2200 Use and care manual

IP PBX
Administrator’s Manual
For CS-2200 / CS-3200 / CS-4200
Version : 1.2
Date : 15 Jun 2017

1
Table of Contents
Revision History ………………………………………………………………............
P. 2
Login Screen …………………………………………………………………………….
P. 3
Backup and Restore ……………………………………………………………….............
P. 4
License …………………………………………………………………………………...
P. 5
System Information ……………………………………………………………………….
P. 6
User Management ……………………………………………………………………….
P. 7
Account Codes ……………………………………………………………………………..
P. 8
Call Detail Report (CDR) ………………………………………………………………….
P. 9
Call Forward Management………………………………………………………………….
P. 10
Channel Status ……………………………………………………………………………..
P. 11
Dial Plan …………………………………………………………………………………..
P.12 –15
Description, Dealing with Dial Plan ………………………………………….
P.12
Understanding Dial Rule ……………………………………………………..
P.13
Prefix and Strip Digits ……………………………………………………..
P.14
Day / Night Mode Switching …………………………………………….....
P.15
Feature Settings…………………………………………………………………………….
P.16
IVR Menu …………………………………………………………………………….
P.17-18
Trunk Management ……....…………………………………………………………
P.19-20
Voice Logs …………………..…………………………………………………………
P. 21
VoIP Users ………………………..……………………………………………………
P. 22-25
On Demand Recordings (Admin) ………...……………………………………………
P. 26
Voice Mail Management ……………………………………………………………
P. 27-28
Appendix A –Platon Dial Plan Command List ……………..……………………………
P. 29-32

2
Revision History
Date
Version
Description
2 Mar 2016
1.0
Initial Version
17 Mar 2017
1.1
Corrected typo errors in some pages
15 Jun 2017
1.2
Added Revision History

3
Login Screen
1) Type in Username and Password (Case sensitive)
2) Press “Login” button to Login\
** System will lock the user account if user input a wrong password for more than 3 times, please use “User
Management”module to unlock the user.

4
Backup and Restore
System create backup for sytem configurations and database data, users may also create backup or restore data
through this module.
Create Backup / Restore from backup
1) Backup: Click on “Backup Now” located at top part of backup list table
Restore: Click on “Restore” on the desired restore date.
2) Select the items need to backup or restore
Config Files : System Configurations
Voicemail Files : User’s Voicemail
Recordings : Voice Logs (including Queue Voice Logs if available)
Database : System Database (e.g. User List, Voicemail Accounts…etc.)

5
License
License module shows the license installed on the system
Users License : License for connecting IP Phone (including desk phone, soft phone, mobile apps..etc.)
Each device requires one individual extension, each extension requires one individual
license.
ACD Module : License for ACD (Automatic Call Distribution) module, features including:
ACD Agent Status
ACD Wallboard
Agent Activity Log
Agent Attendance Report
Agent Login/Logout
Agent Management
Agent Statistics
Queue Management
Queue Statistics
Queue Voice Logs
CRM Integration module: License for CRM Integration (Call popup with contact matching fetures)

6
System Information
System information module displays the most current system status and information such as Uptime, Memory
usage and Internal Storage usage.

7
User Management
User Management module manages users for logging into the Platon® Web Interface.
Create/Add User
1) Press the “Add User” link located at top part of the user list table
2) Input User’s information including Name, Username, Password and select user’s permission
(Hold “Ctrl” key to select multiple items in Permissions section)
3) Click “Submit”
Edit User
1) Press “Edit” link for the appropriate user and modify the user’s information or permission
Unlock User
1) If user tried to login with incorrect password for more than 3 times, system will lock the user’s account, to
unlock, click on “Unlock” link for appropriate user.

8
Account Codes
To protect from IDD abuse, Account Code can be setup for each user, system will prompt for account code when
user tries to dial IDD.
Create Account Code
1) Press “Add Account Code”link located at top part of the user list
2) Input User’s information and Account Code and click “Submit”buttoon.
Department : The Department name for the user (This field is Optional)
Dept. Code : Department Code for the user (This field is Optional)
Account Name : Select the appropriate user from the list, if user is not within the list, please add a
user in “VOIP Users”module
Account Code : Account Code for the user, it should be unqiue within the whole system
Edit Account Code
1) Press “Edit”link for appropriate User
2) Change account information and click “Submit”button
** After Account Code is created, please add “Prompt for Account Code”action in Dial Plan for any IDD related
dial rule

9
Call Detail Report (CDR)
Call Detail Report shows all the inbound and outbound call history, users may use this module to search the call
history from certain critireas such as “Caller”, “Destination and Date. Search results can be listed in web-based
format or even exported to Excel compatible CSV (comma separated values) format.
Searching/Export Call History
1) Input the search critirea such as Caller (called from), Destination (called to) and period of call report, please
note that if no search critirea, system will show all call history.
2) The table shows the call details:
Date : Date and Time for the call made, in the format of YYYY-MM-DD HH:MM:SS
Account : Account Name used (related to Account Code), if available
Caller : Telephone number that initiated the call, and in blanket showing the channel used
Destination : Called telephone number, and in blanket showing the channel used
Channel : Voice channel used
Duration : Total talk time for the call (including Ringing time)
Billed Duration : Total talk time for the call (excluding Ringing time)
Disposition : Call disposition (No Answer / Answered / Busy / Failed)
3) Click on “Export to File”(located on top of the table), to export the data to Excel format file.

10
Call Forward Managemnet
Administrators may control user’s extension call forward setting through this page.
Extension : Extension number to do call forward
Forward Number : Call forward destination
Forward Mode : Call Forward Modes
Off : No Call Forward
All : Forward All Calls to specific telephone number
Busy : When extension is busy, call forward to specific telephone number
No Answer : When extension rings for specific time (specified in next field) and user did not answer,
call will be forwarded to specific telephone number

11
Channel Status
This page shows the system active calls, users may hangup any of the listed channel by clicking on the channel
link, system will prompt for hang-up confirmation, click “Yes”to confirm hang-up the specific channel

12
Dialplan
Dial Plan module controls all the outgoing dial rules and incoming call routes.
When performing outgoing calls, system will check the dial rules within the assigned dial plan group (extension
dial plan group is assigned within the VoIP Users module), if a dial rule is matched, the system will run the
commands within the dial rule setup.
When an incoming call arrives, system will check for incoming calls dial plan group (usually is “pstn” group).
For analog trunk lines, the call will arrive at “s” dial rule; for digital trunk lines (including IDAP/T1/E1/SIP/IAX
Trunks), digit send will be received as dial rule, e.g. if the digit send from the trunk is 630, the system will run the
commands in “PSTN” dial plan group, with dial rule 630.
Dealing with Dial Plan
When the number dialed or digit sent from trunk matches the dial rule, the call will be routed within the “Auto-
Run Action List” from the first command to the last command until any of the command pickup the call. In the
screen example shown above, when the system received digit sent from trunk is 630, the system rings the
extensions “Peter Chan (101)” and “May Wong (103)” for 15 seconds, if no one picks up, the system will ring the
extension “Andy Lee (102)” for another 15 seconds, if still no one answers, the system will redirect the call to
Mailbox of “105 (Alex)” with no prompt. For a complete list of Dial Plan commands and its descriptions, please
refer to Appendix A –Platon Dial Plan Command List

13
Dialplan (Cont’)
Understanding Dial Rules
Dial rules can be setup to match with several dial digits or digits send. Dial rule can be expressed as:
Xmatches any digit from 0-9
Zmatches any digit from 1-9
Nmatches any digit from 2-9
[1237-9] matches any digit or letter in the brackets (in this example, 1,2,3,7,8,9)
.wildcard, matches one or more characters
Here are some examples:
Example 1 : 1XX dial rule matches any dial digits or digits send with 3 digits and starting with the digit “1”
Example 2 : [123XX] dial rule matches any dial digits or digits send with 3 digits and starting with the digit “1”
or “2” or “3”
Example 3 : [13-5XXX] matches any dial digits or digits send with 4 digits and starting with the digit “1” or “3”
or “4” or “5”
Eaxmple 4: 9XX. matches any dial digits with at least 4 digits and starting with “9”

14
Dialplan (Cont’)
Prefix and Strip Digits
When dial command comes with “Prefix” and “Strip Digits”, dial rule can be modified automatically to match
with the command. In this example, we’ll show the command “Dial Extension”.
In this dial rule, [123]XX, it matches any dial digits or digits send with 3 digits starting with “1” or “2” or “3”,
that’s mean any digits within 100 – 399. With “Dial Extension (according to dial rule)”, Prefix set to “5” and no
strip digits. The system will dial the extensions 5100 –5399, since the “Prefix” setting adds the specified digit
“5” in front of the dialed digits or digits send.
Here is another example, with dial rule 76XX, prefix “1” and strip digits “2”, the system will convert the dial
string from 76XX to 1XX, since strip digits removes the number of digits specified (in this case is 2) from the
front and add the prefix “1” in front.

15
Dialplan (Cont’)
Day / Night Mode Switching
Day / Night Mode Switching allows the system to switch to different dial plan group to perform different actions
for the calls. An example of Day / Night Mode usage is to setup different call routes for operation hours and non-
operation hours, company might want to ring the receptionist’s phone during operation hours and re-direct the call
to IVR system for non-operation hours.
Setting up Day/Night Mode for incoming calls
1. Define two dial plan groups (e.g. pstn_day and pstn_night) for different modes
2. Go to dial plan group for incoming calls (usually “pstn” group), and click on “Day / Night Mode Switch”
(located under the “Dial Plan Group” selection box)
3. A screen similar to above screen example should be shown, select the group to be switched, e.g. if you’re
setting up night mode, select “Switch to: pstn_night”
4. Within the “Schedule” section, select the schedule for the profile to be run. You may specify to run night mode
all the time, but add on top for specified schedule to run day mode.
Example Setting:
1. Add “pstn_night” as “Always” in schedule
2. Add “pstn_day” for the schedule Mon – Fri, 09:00 –18:30
3. Move the priority of “pstn_day” schedule on top of “pstn_night”

16
Features Settings
Call Park Extension : Extension number used to Park Call
Call Park Position : Define usable slot for Call Parking
Group Pickup Feature Code : Feature code for Call Pickup within the same Group
(Call Group and Pickup Group can be defined in “VoIP Users”
module)
On-Demand Recording Feature Code : Feature for starting On-Demand Recording duing conversation
Blind Transfer Feature Code : Feature Code for Blind-Transfer (for analog phones only)
Attended Transfer Feature Code : Feature Code for Attended-Transfer (for analog phones only)

17
IVR Menu
To setup IVR (Interactive Voice Response) system, after a IVR menu is setup, it can be used from the Dial Plan
module.
Create IVR Menu
1) Click “Add Menu”link located at the top part of the IVR menu list
2) Input the Name and Description for this IVR Menu
3) If extensions or features can be dialed within the IVR menu, please select the Dial Plan profile within
“Direct Dial for”select menu.
4) Setup the Actions to be run when caller reaches this IVR menu in “Auto-Run Action List”, unlimited
number of actions can be added, for details for “Action”, please refer to “Dial Plan / IVR Action List and
Descriptions”
5) Setup the Action to be run for each key pressed, including 0,1,2,3,4,5,6,67,8,9,* and #. If caller pressed an
undefined action key, it goes to “Invalid”action list, if caller didn’t press any key within a specified period,
it goes to “Timeout”action list

18
IVR Menu (Cont’)
Edit IVR Menu
1) Click on “Edit”for appropriate IVR Menu within the IVR Menu list
2) Change the settings and click “Submit”
Example of IVR Menu

19
Trunk Management
VOIP Trunking can be setup to connect other VOIP Telephone System, supported VOIP Trunking protocols
including SIP and IAX2.
Add/Edit IAX2 Trunk
1. Click “Add Trunk” or “Edit” in “IAX Trunk” page
2. Input the Trunk information:
Name : Name for this trunk, to be appeared in Dial Plan or IVR
Username : Username to login to this trunk
Password : Password for this trunk
Host : IPAddress or Domain Name for the VOIP System
IAX User : Instead of IPAddress or Domain Name, connects to a IAX peer
Register to this trunk : Check the box to make the system always do registration to the trunk