Clearspan Enterprise Guide

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The complete guide for standards based unified communications and collaboration

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Clearspan Enterprise Guide

  1. 1. ENTERPRISE SOLUTIONS GUIDE 2739-001 Release 14.0 2811 Internet Blvd. Frisco, Texas 75034-1851 Tel +1 469 365 3000 Tel + 1 800 468 3266 WWW.AASTRAINTECOM.COM
  2. 2. Document Revision History Release Version Reason for Change Date Author 14.0 1 Aastra Intecom Rebranded April 26, 2007 D.Woelfle CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 2 OF 55
  3. 3. Copyright Notice Copyright © 2007 Aastra USA Inc. All rights reserved. Any technical documentation that is made available by Aastra USA Inc. is proprietary and confidential and is considered the copyrighted work of Aastra USA Inc. This publication is for distribution under Aastra USA Inc. non-disclosure agreement only. No part of this publication may be duplicated without the express written permission of Aastra USA Inc., 2811 Internet Blvd, Frisco, TX 75034. Aastra USA Inc. reserves the right to make changes without prior notice. Trademarks Aastra® is a registered trademark of Aastra Technologies, Ltd. BroadWorks® is a registered trademark of BroadSoft, Inc. Printed in the United States of America. CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 3 OF 55
  4. 4. Table of Contents 1 Purpose and Audience .......................................................................................... 9 2 Overview ................................................................................................................ 9 2.1 What is Clearspan? ........................................................................................9 2.2 Why choose Clearspan?................................................................................9 2.3 What is in the Clearspan Enterprise Solution? .......................................... 11 2.4 Key Business Applications.......................................................................... 12 3 Standard Deployment Models.............................................................................13 3.1 Single Site Deployment Model.................................................................... 13 3.2 Multi-Site Deployment Model...................................................................... 15 4 Key User Applications .........................................................................................20 4.1 Clearspan Communicator Family ............................................................... 20 4.1.1 Clearspan Communicator ................................................................. 20 4.1.2 Clearspan Communicator - Multimedia............................................ 21 4.2 Clearspan Assistant Family......................................................................... 22 4.2.1 BroadWorks Assistant – Enterprise.................................................. 22 4.2.2 Clearspan Assistant - Mobile ............................................................ 24 4.3 Personal Web Portal.................................................................................... 25 4.4 Unified Messaging ....................................................................................... 27 4.5 Contact Centers........................................................................................... 28 4.6 Auto Attendants ........................................................................................... 30 4.6.1 Clearspan Receptionist ..................................................................... 30 4.7 Web Conferencing....................................................................................... 32 4.8 Clearspan Deployment Studio .................................................................... 34 5 Integrating with Legacy Equipment.....................................................................34 5.1 PBX Solution (SIP Trunking)....................................................................... 34 5.1.1 Network Layout.................................................................................. 34 5.1.2 Services.............................................................................................. 35 5.1.3 Services for PBXs without DID ......................................................... 36 6 Clearspan Service Delivery Platform ..................................................................39 6.1 Network Elements ....................................................................................... 39 6.1.1 Application Server.............................................................................. 39 6.1.2 Network Server .................................................................................. 40 6.1.3 Media Server...................................................................................... 41 6.1.4 Web Server ........................................................................................ 42 6.1.5 Conference Server............................................................................. 43 6.2 Call Scenarios.............................................................................................. 44 6.2.1 Registration ........................................................................................ 44 6.2.2 Call Origination................................................................................... 44 CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 4 OF 55
  5. 5. 6.2.3 Call Termination................................................................................. 44 6.2.4 Entry / Exit Point................................................................................. 45 6.2.5 Media Resources............................................................................... 45 7 Access Devices ...................................................................................................45 7.1 Access Gateways........................................................................................ 46 7.2 SIP Phones .................................................................................................. 46 7.3 Soft clients.................................................................................................... 46 8 Network Gateways ..............................................................................................46 9 Network Infrastructure Components ...................................................................47 9.1 LAN Requirements ...................................................................................... 47 9.2 Using DHCP................................................................................................. 49 9.3 Using DNS ................................................................................................... 49 9.4 Using TFTP.................................................................................................. 50 10 Operations, Administration, Maintenance and Provisioning .......................50 10.1 Configuration and Provisioning ................................................................. 50 10.1.1 Initial System Configuration............................................................. 51 10.1.2 Creating an Enterprise..................................................................... 53 10.1.3 Creating a Group ............................................................................. 54 10.1.4 Configuring Translations and Routing ............................................ 55 10.1.5 Bulk Provisioning ............................................................................. 55 CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 5 OF 55
  6. 6. Figure 1 Fully Integrated Communication Suite .................................................................................. 10 Figure 2 Enterprise Solution ................................................................................................................... 12 Figure 3 PSTN Connectivity ................................................................................................................... 14 Figure 4 Clearspan interface to PSTN ................................................................................................... 15 Figure 5 Distributed Call Control Model................................................................................................ 16 Figure 6 Clearspan Call Control Model.................................................................................................. 17 Figure 7 Clearspan Multi-site Deployment Model................................................................................ 18 Figure 8 Clearspan Communicator Multimedia Menu ........................................................................ 21 Figure 9 Clearspan Call Center - Agent ................................................................................................. 23 Figure 10 Clearspan Call Center - Agent Menu.................................................................................... 23 Figure 11 Clearspan CommPilot Personal Portal................................................................................ 25 Figure 12 Clearspan Call Manager ......................................................................................................... 26 Figure 13 Clearspan Contact Center Menu........................................................................................... 28 Figure 14 Clearspan Contact Center...................................................................................................... 29 Figure 16 Clearspan Conference............................................................................................................ 33 Figure 17 Clearspan Conference Call Menu ......................................................................................... 33 Figure 18 Clearspan Network Layout .................................................................................................... 35 Figure 19 Application Servers................................................................................................................. 40 Figure 20 Network Server ........................................................................................................................ 41 Figure 21 Media Server............................................................................................................................. 42 Figure 22 Web Server ............................................................................................................................... 43 Figure 23 Conference Server .................................................................................................................. 43 CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 6 OF 55
  7. 7. CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 7 OF 55
  8. 8. Part I – Solution Overview CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 8 OF 55
  9. 9. 1 Purpose and Audience The Clearspan Enterprise Solutions guide is intended for enterprise telecom administrators or those who support enterprise communications networks (system administrators and system integrators). This document describes how Clearspan is deployed as a converged communications platform in the enterprise. It is designed to advise implementers about the advantages, processes and requirements of deploying centralized voice services architectures. At the core of the Clearspan solution is BroadWorks, an open, standards-based, highly resilient and easily managed software suite, capable of elegantly scaling to millions of users. Deployed on industry standard server platforms, the solution delivers lower total cost of ownership (TCO) by lowing implementation, operating, support and maintenance costs. IT and Telecom managers will enjoy an easy-to-provision and easy-to-manage solution that is extensible with many 3rd party applications, such as CRM and Microsoft LCS. In addition to offering a converged environment, Clearspan addresses an additional set of problems inherent in traditional networks. Using the web, Clearspan provides a high servicing component between the enterprise administrator and the user. User control and configuration is provided via a standard web portal that augments basic phone functionality to make existing services (for example, conference calling and call forwarding) easier to use, and new services easier to deploy. For example, a user can selectively forward calls from an office phone to a cell phone with a few clicks on a web page or wireless PDA. The Clearspan platform operates on a standards-based, modular architecture that uses common protocols (such as SIP), open interfaces, and scalable, industry-standard hardware. The open environment enables enterprises, as well as third-party service developers, to rapidly introduce new features and launch new applications. 2 Overview 2.1 What is Clearspan? Clearspan is an enhanced unified communications system that allows large enterprises to offer advanced communications applications over a Voice over IP (VoIP) network. VoIP networks consist of network elements that provide packet conversion, call control, and applications. Clearspan provides call control and enhanced services for enterprise users. It is developed on a standards-based, modular architecture utilizing common protocols, open interfaces, and scalable, industry-standard hardware. 2.2 Why choose Clearspan? There are many compelling reasons why an enterprise should choose Clearspan IP-PBX communications platform: A Fully Integrated Communications Suite Clearspan provides a complete suite of communications applications. It offers not only classic PBX-like services, but also a rich set of enhanced services including unified messaging, interactive voice response, business conferencing and contact center. These services are integrated into a single platform with a common web-enabled end-user CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 9 OF 55
  10. 10. interface, eliminating the need to deploy and integrate dedicated communications platforms for each application. N-Way Conferencing Vendor D Unified Messaging IVR - Vendor B Vendor C PBX - Vendor A • Software-based solution • Hardware-based multi-vendor solution • Proprietary vendor hardware • Off-the-shelf hardware • Custom platform for each application • Single platform for all applications • Poor user experience • Integrated user experience • Proprietary graphical user interfaces • Web-based access • Limited extensibility • Extensible service platform • Proprietary legacy CPE • Standard SIP-based CPE Figure 1 Fully Integrated Communication Suite A Scalable Enterprise Communications Solution Clearspan is a flexible unified communicatoins platform designed to meet the demanding requirements of today’s large enterprises. At its core is a highly scalable call processing architecture capable of serving enterprises as small as a thousand users, as well as the ability to grow to a network serving hundreds of thousands of users without sacrificing ease of management or reliability. Single Site or Multi-Site Deployment Models With Clearspan, service delivery is not bound to a physical site. Users can be deployed in a simple single site network, or distributed across a multi-site enterprise without impact to service functionality, capacity or performance. Clearspan can be deployed at a single site, yet support users distributed across hundreds or even thousands of branch locations. To better manage calls across a large multi-site enterprise, Clearspan includes a variety of powerful site-based call routing and virtual private networking policies. Disaster Proof Reliability All Clearspan network elements can be deployed across geographically distinct locations throughout the corporate communications network. This allows enterprises to deploy a fully redundant data center in two geographically separate sites. In the event that a major disaster disables the primary data center, end-users will still have full access to their service profile through the redundant data center. With Clearspan, enterprises are provided with carrier level five 9’s reliability. An Open, Standards Based Platform CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 10 OF 55
  11. 11. Clearspan does not use any proprietary interfaces. When interfacing with access equipment, Clearspan uses the Session Initiation Protocol (SIP). This allows enterprises to choose from a broad range of standards-based phones, terminals, gateways and peripherals that best meet their budget and end-user requirements. Finally enterprises can choose a communications solution without fear of “vendor lock-in”. Clearspan is also an open services platform, offering a rich set of application programming interfaces that enable real-time computer telephony integration with enterprise applications. Unlike legacy communications platforms, these interfaces leverage simple XML-based transaction models allowing enterprises to rapidly integrate both real-time call control and service management applications. 2.3 What is in the Clearspan Enterprise Solution? At its foundation, a Clearspan based enterprise unified communications solution includes the service delivery platform built around BroadSoft BroadWorks. This platform is comprised of four separate network elements: the network server, the application server, the media server and the web server. If conferencing is required, a conferencing server is also included. These elements work together to deliver core call control, enhanced applications and service logic. Typically Clearspan is deployed in the enterprise data center. For high availability and disaster recovery solutions, the network elements can be deployed across two physically separate data centers without impact to performance, manageability or scalability. CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 11 OF 55
  12. 12. Figure 2 Enterprise Solution To deliver these services to the end user, Aastra also incorporate session border controllers, access devices and network gateways. End-user access devices include access gateways, SIP phones and soft clients. Network gateways include PSTN gateways using either FXO, CAS, or PRI based interfaces. Aastra has assembled a set of “enterprise configuration kits” that itemize vendor-specific packages of access and network equipment that can be reliably deployed with Clearspan. Each kit is tested and validated so that it integrates seamlessly, providing a complete communications solution. 2.4 Key Business Applications The flexibility of the Clearspan solution, coupled with Aastra’s technology and partners, enables enterprises to address a wide range of applications. Along with the following CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 12 OF 55
  13. 13. applications, enterprises may easily develop their own applications, features and integrations with a commercially available software development environment. The applications most often considered are: Converged Communications – maximize end-user productivity by providing them a fully integrated communications environment, enabling smooth interaction across individuals and groups. With its tight integration with Outlook, click-to-dial, voice and video, unified messaging, call center and conferencing, Aastra provides a ubiquitous communication experience, independent of the endpoint device used. Fixed/Mobile Convergence (FMC) - Whether users are using mobile or stationary phones, they share the same experience. Because the features are separated from the endpoints, Aastra can easily integrate any type of device, without additional user licensing expense. With Aastra’s FMC solution, there is no reason to involve the cellular carrier as all features supplied to the mobile client are independent of carrier used. Business (SIP) Trunking - allows enterprises to provide “IP Trunking” connectivity to existing PBXs. Enterprises may deploy next-generation trunking and overlay features while preserving legacy PBX investments and slowly migrating all locations to VoIP. Aastra provides a best-in-class set of integrated features and end-user clients that anchor each of these applications. Users experience a unified service regardless of location or endpoint used. 3 Standard Deployment Models Clearspan supports a variety of deployment models – from single site deployments to geographically dispersed multi-site deployments. 3.1 Single Site Deployment Model The picture below depicts a typical Clearspan single site deployment. In this example, a large single building enterprise has deployed Clearspan to offer all voice services in the network. The building has a standard LAN configuration with one or more wiring closets on each floor. In each wiring closet are rack mounted Fast-Ethernet (100Base-T) layer 2 access switches – enough to serve all stations on the floor. Access Device Connectivity Not all desktops have to have SIP phones; legacy analog equipment is also supported. In this example, a line access gateway is deployed in wiring closets on floors that have analog handsets. The line access gateway serves to convert standard analog phones to SIP signaling and RTP media traffic over the IP network. The line gateway connects to the local Fast Ethernet switch in much the same way as an IP phone. If only a few analog phones exist, an Integrated Access Device (IAD) may also be used. Each wiring closet is interconnected to the core enterprise LAN using Gigabit Ethernet where traffic is backhauled to the service infrastructure. Service Infrastructure Deployed in Centralized Server Room A fully redundant Clearspan system is deployed in a datacenter with a high-capacity IP connection to the core LAN. Often this is the same room that houses all of the enterprise data applications. PSTN Connectivity CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 13 OF 55
  14. 14. Also in the datacenter are redundant PSTN gateways. The gateways connect to the local PSTN switch using standard TDM interfaces – typically one or more T1s in North America, or E1s outside of North America. The PSTN gateways connect to a layer-2 switch using either a Fast Ethernet or Gigabit Ethernet connection. Clearspan controls all signaling to and from the PSTN gateways. Figure 3 PSTN Connectivity CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 14 OF 55
  15. 15. Clearspan Manages All Call Control The picture below shows the system interfaces for a typical outgoing call to the PSTN. In this example, the user employs a web-based click-to-dial application to originate the call. . Figure 4 Clearspan interface to PSTN It is important to note that all call control is handled directly by Clearspan. Signaling with the SIP phones is carried over the IP network using the standards-based Session Initiation Protocol (SIP). Clearspan also uses SIP to signal with the PSTN gateways to setup the outbound call. Once Clearspan has established the call, RTP media is exchanged directly between the SIP phone and the gateway. 3.2 Multi-Site Deployment Model Issues with Large Multi-Site PBX Solutions Although Clearspan easily supports large single-site enterprises, it is often chosen over a classic PBX or IP-PBX solution for its advantages in large multi-site deployments. Many traditional PBX solutions suffer from a number of issues when deployed in multi-site enterprises: • Capacity – multi-site enterprises are usually very large enterprises often as big as a 100,000 users. Some traditional PBX solutions can typically handle up to 2500 users per system. Once this capacity limit has been reached, another system must be deployed. • Scalability – when a traditional PBX system has reached capacity, another system must be deployed in the network. Adding multiple call control elements to a voice network makes routing and translations rules complicated – and often it requires deploying a full mesh network between all the PBX systems. • Feature Limitations – some traditional PBX solutions are not designed to seamlessly deliver features to users across multiple sites. Often features across multiple sites have limitations or simply are not supported. • Manageability – legacy PBX solutions are hard to manage as they often lack a centralized multi-system management interface. • Availability – some traditional PBX solutions have very weak redundancy solutions – especially when applied to a multi-site enterprise. Usually, CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 15 OF 55
  16. 16. redundancy requires spares for each line card, so a fully redundant PBX solution would require separate spares per site. This is an extremely expensive solution, and is also difficult to inventory and manage. • Cost – the cost of deploying and managing multiple PBX systems in a distributed multi-site network is high. Disadvantages of a Distributed Call Control Model This approach of adding PBX systems to the network in order to meet capacity can be characterized as a “distributed call control model”. Often these systems have geographic limitations that require the PBX system to be deployed close to the devices that it controls. Consider a retail enterprise case study consisting of 1600 sites as depicted in the diagram below: Figure 5 Distributed Call Control Model In this example, a popular IP-PBX solution was analyzed. To meet the requirements, the solution required 33 separate call control data centers, each with their own distinct PBX system. Each of the 33 PBX systems then needed to be interconnected and provisioned with routing and translation logic about each of the other 32 PBX systems in the network. The solution looked more like a network of 33 disparate enterprises, than one large integrated solution. Clearspan is Ideal for Multi-Site Enterprises Clearspan was designed to address all of these multi-site issues not only for classic PBX services, but also for the complete suite of voice applications including conferencing, unified messaging, IVR and contact center services. This makes Clearspan an ideal choice for large multi-site enterprises. Clearspan can be characterized as having a logically centralized call control model. The diagram below depicts how the same retail enterprise described above would be served using Clearspan: CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 16 OF 55
  17. 17. Figure 6 Clearspan Call Control Model With Clearspan, the number and complexity of sites may be greatly reduced. Centralized call control enabled this enterprise to share a geographically redundant platform, reducing maintenance costs, support costs and total cost of ownership. Unprecedented Capacity and Scalability In this deployment, all 1600 retail sites and hundreds of thousands of employees have their services delivered through a single pair of Clearspan servers in geographically redundant data centers. This is possible because, unlike traditional PBX solutions, Clearspan has no limitations on the number of sites or the number of subscribers in each site. The diagram below takes a closer look at a typical multi-site Clearspan deployment model: CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 17 OF 55
  18. 18. Figure 7 Clearspan Multi-site Deployment Model Voice Enabled Wide Area IP Network Traditional multi-site PBX solutions require dedicated trunks between each site. These solutions often require a fully meshed set of interconnects in order to optimize call routing. Because Clearspan is a voice over IP solution, it can leverage the existing core wide area IP network that already interconnects enterprise sites for data applications, as shown above. It is important to note that the quality of service over the IP network must be managed, as it will be used for both call signaling and media traffic between sites. Precedence must be given to voice traffic over data traffic entering the network. Geographic Data Center Redundancy Voice service is a critical business application –enterprises cannot function if the voice network is down. If all call control is provided from a single data center on the enterprise network, there is a risk of total network outage in a disaster scenario. To meet enterprise disaster recovery requirements, Clearspan supports geographic redundancy. Instead of installing all network elements in one dedicated data center, Clearspan allows the redundant elements to be installed in a separate geographically redundant enterprise data center. Although these network elements are installed across two physically separate sites, they are still managed as one logical system – configuration and provisioning changes are automatically replicated between data centers. This approach provides an enterprise with carrier grade five 9’s reliability. CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 18 OF 55
  19. 19. Optimized PSTN Inter-working and Expense Interconnections to the PSTN are an expensive recurring cost to the enterprise. In a multi- site enterprise, it is important to minimize the number of direct connections to the PSTN and leverage the wide area network for intra-site calls whenever possible. Clearspan will always route calls over the core WAN, utilizing VoIP whenever possible. Clearspan also has routing policies that allow enterprises to leverage their PSTN gateway deployments. For instance, in the diagram above, Branch Office A has a PSTN gateway in local calling area 1 (LCA-1). This PSTN gateway is not only used for local calls by users in Branch Office A, but also Branch Office B. Similarly, Branch Office D in local calling area 2 (LCA-2) also serves users in Branch Office C. To optimize hop-off costs to the PSTN, Clearspan can choose the best gateway route for a given caller and called number. For instance, if a user in Branch Office D (LCA 2) calls a number that is LCA 1, Clearspan will route the call over the WAN and through the PSTN gateway that is hosted in Branch Office A, where it will be delivered as a local call. This provides for least cost routing of public calls over the private network. Often a large enterprise will negotiate a reduced long distance rate with an inter-exchange carrier. The rate will apply to all calls made out of the PSTN gateway hosted in the primary data center (headquarters) or an alternative backup data center (division office). Clearspan can be provisioned with routing policies that will select the PSTN gateways in the data centers for all long distance calls from any of the enterprise sites. Site Independent Feature Functionality Unlike some traditional PBX solutions, Clearspan services are not bound by physical site boundaries. In the network above, users in one site can belong to service groups with users in any of the other sites. For instance, a user in Branch Office B can belong to a hunt group with users in Branch Office C and users in Headquarters. The same user can act as an agent with one or more call centers in the network – regardless of where the call center pilot number is hosted. Relocating users from one site to another is a simple web based operation. This capability allows enterprises to reduce employee redundancy and improve responsiveness. Smart Sites – Remote Survivability Solutions Because Clearspan is based on the Session Initiation Protocol (SIP) standard (a peer to peer protocol) as opposed to a master slave protocol like MGCP or SCCP, sites can be deployed with remote survivability support. These “smart sites” are able to detect a WAN outage. When an outage occurs, the local access equipment provides a set of basic services including: intra-site extension dialing, call hold/retrieve, call transfer, and 3-way calling. If a PSTN gateway is available on the site, then incoming and outgoing PSTN calls can also be delivered. Remote Worker Support Clearspan allows remote workers or telecommuters to have access to their complete set of voice services while working from home or on the road. Clearspan supports both “broadband” and “narrowband” remote worker solutions. With a broadband connection, users get service directly through their IP phone or soft phone connected to the corporate network over a VPN connection. With a narrowband connection, users get service through their local PSTN connection. Incoming calls are forwarded to their “remote-office” number, while outgoing calls are initiated through a web CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 19 OF 55
  20. 20. based call back mechanism. Both solutions allow enterprises to manage outgoing calling plans and centralize billing for all remote users. Ease of Management One of the biggest advantages of Clearspan over some traditional PBX solutions is manageability. While other PBX solutions often require routing policies and translations to be replicated across multiple systems, routing policies and translations in a Clearspan network only need to be provisioned once. Clearspan also incorporates a multi-level web portal for user and service management. This portal allows enterprises to administer company wide group services, define sites, and manage resources such as devices, phone numbers, and services across the corporation. The department level portal allows delegation of user moves/adds/changes (MACs) to a designated department administrator. Enterprise administrators have the flexibility to manage users across all sites remotely, or delegate user-management responsibility to individual site administrators. Finally, the user portal empowers end-users to take control of their service profile through the web. Users can select their incoming and outgoing calling preferences directly on the web. From classic services like call forwarding, call rejection, and 3-way calling, to enhanced services like remote-office, voice mail and business conferencing, the web portal makes it easy for end users to access their services anywhere on the corporate network. 4 Key User Applications All Clearspan features run on the same platform, use a common interface, and can be added to the network at anytime. The sections below briefly describe a few of the key applications provided by Clearspan. For a complete description of all of the features and their functionality, refer to the latest “Clearspan Product Overview” for details. All of these features are software based solutions and require no extra hardware to deploy. 4.1 Clearspan Communicator Family The Clearspan Communicator family enables end users to convert their desktop computer into a fully functional phone. This client offers advantages over other client softphones as a result of the integration with the Clearspan system platform and tailored features- functionality to Clearspan applications. 4.1.1 Clearspan Communicator The Communicator client is an audio-only client that provides a feature-rich desktop interface to make and receive calls as well as execute enhanced features. The Communicator has access to Clearspan’ many advanced VoIP features including screening and messaging/voice mail integration. As an integrated device with the Clearspan platform, enterprise administrator are able to auto provision the client, provide automatic updates, and maintain version control seamlessly through the Application Server. The Communicator is capable of supporting G.729a protocol. The Communicator allows users to utilize the client as a primary or secondary phone device. Clearspan supports this via server features that enable both devices to register to the same user account and directory number (DN)/direct-inward dialing (DID) number. CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 20 OF 55
  21. 21. The Communicator is available in English, Spanish, and Simplified Chinese, in addition to having multi-language support through the Clearspan platform. 4.1.2 Clearspan Communicator - Multimedia The Clearspan Communicator - Multimedia provides all the capabilities of the audio-only Communicator and adds high quality multimedia transmission. With the Communicator - Multimedia, a user’s desktop computer can function as a full-feature multimedia communications device. Figure 8 Clearspan Communicator Multimedia Menu While Clearspan integration offers considerable value for the audio-only client, the benefits are even further expanded with the addition of video. First, the video codec negotiation is somewhat more complicated than audio-only codec negotiation. Clearspan pre- integration limits the issues associated with video codec negotiation, simplifying deployment and reducing support calls and customer issues. Second, pre-integration with the video client enables separate routing of voice streams over traditional handsets while the video signal is connected to the video client. Thus, users can enjoy features of their desk handsets such as a high-fidelity speakers and microphone, along with the multimedia experience available from the desktop client. CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 21 OF 55
  22. 22. 4.2 Clearspan Assistant Family The Assistant family is a suite of products that helps, or “assists”, end users to manage, control, and configure their phone. In a compact and extremely useful user interface, Clearspan Assistant provides users with an easy way to answer, transfer, and dial calls, search enterprise, personal, or Outlook contacts directories, and quickly enable/disable call settings such as Call Forwarding, Do Not Disturb, and Simultaneous Ringing with a click of a mouse. 4.2.1 BroadWorks Assistant – Enterprise The BroadWorks Assistant is a feature-rich, integrated toolbar that enables users to make and accept telephone calls, and change telephone settings, from within Internet Explorer and Outlook. The toolbar delivers the following features and benefits to users: Complete call control capabilities, including making, receiving, transferring and holding calls Right-click to dial on highlighted phone numbers within web pages Easily change telephony service settings such as Simultaneous Ringing, Call Forwarding All, Call Forwarding No Answer, Call Forwarding Busy, Do Not Disturb, Remote Office, VM User, Logged-in Status Add Microsoft Outlook contact vCards for new incoming calls Outbound click-to-dial from Outlook contacts Group, enterprise and LDAP directory browsing Call notifications with caller ID from Clearspan See who is calling based on a contact list in various Clearspan directories View call history User help functions available during any operation with an HTML user guide built into the application CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 22 OF 55
  23. 23. Figure 9 Clearspan Call Center - Agent Figure 10 Clearspan Call Center - Agent Menu CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 23 OF 55
  24. 24. 4.2.2 Clearspan Assistant - Mobile Clearspan Assistant - Mobile is a feature-rich, easy-to-use mobile application that is fully integrated with the Clearspan platform. It is an integrated Nokia E-series mobile handset application that enables users to originate Clearspan-routed telephone calls, modify their telephone settings, view their corporate directory, and have access to their call logs. Clearspan Assistant - Mobile is a carrier class, lightweight mobile application for everyday users that delivers the following features and benefits to users: Provides access to a corporate directory Addresses the needs of corporate, small business and small office/home office users Receives voice mail notifications Easily change telephony service settings such as Simultaneous Ringing, Call Forwarding All, Call Forwarding No Answer, Call Forwarding Busy, Do Not Disturb, and Remote Office View call history Place calls from a mobile phone but have it appear like as if the user is calling from their office line Manage only one phone number and voice mail account Create international profiles CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 24 OF 55
  25. 25. 4.3 Personal Web Portal The Personal web portal provides individual users with the ability to configure and manage a host of traditional and advanced telephony services. Each user is empowered with the control and flexibility to easily configure their services to meet their unique needs. Users no longer have to remember any star codes or complex procedures to configure their services, as is often the case with legacy systems. Rather, Clearspan improves personal productivity by leveraging the web to make services understandable and actually useable. Users can customize their services to follow them anywhere, whether at work, at home or on the road. For example, the Call Notify service (shown below) enables users to indicate which incoming calls they want to be notified of, and during which hours of the week. They can also choose to have their notifications sent to their mobile phone or e-mail address. Figure 11 Clearspan CommPilot Personal Portal After logging in to the personal web portal with his/her user identity and password, a user can activate, deactivate, and modify the parameters of his/her own services, including: Call Forwarding (Always, Busy, No Answer, Selective), Simultaneous Ring, Do Not Disturb, Selective Call Acceptance and Rejection, Anonymous Call Rejection, Priority and Distinctive Ringing, Calling Line ID Blocking, Voice Messaging Notification, Voice Messaging to E-mail, Personalized Name Recording, and Remote Office. The left navigation area lists services and features available to the user. The Web Portal updates features and configurations in real-time, providing utility and convenience. Convenience is important for features that are frequently updated by users such as the call-forwarding suite. The web interface also provides a means for making sophisticated entries and configurations, very difficult to replicate through a standard voice portal. For example, in addition to specifying phone numbers for service treatments, Clearspan enables users to provide SIP URLs, feature access codes, and/or speed codes. Selective call treatments can be defined for parameters that include line ID status such as PRIVATE, and UNAVAILABLE, along with the more common IDs such as ANONYMOUS. The following features can be provided with the CommPilot Call Manager: Dial/Redial (click-to-dial) – Enables a user to enter and dial a number, dial directly from a drop-down Phone List (Group, Personal, or Call Log) or from Outlook or LDAP tabs, or click the Redial button. CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 25 OF 55
  26. 26. Transfer – Enables a user to redirect a ringing, active, or held call to another number or directly to voice mail. Before transferring the caller, the user can choose to consult with the third party first or establish a three-way consultation. Send to VM – Enables a user to transfer calls to voice mail. Talk – Enables a user who is already engaged in call to answer another waiting call. When available, Calling Line ID is displayed with caller’s name and number. Hold – Enables a user to place an existing call on hold for an extended period of time, and then retrieve the call to resume conversation. While the calling party is held, the user can choose to make a consultation call to another party. Conference – Enables a user to establish a three-way call involving two other parties. Hang Up – Enables a user to disconnect a call that has been answered. Hot Links – Buttons are provided to enable a user to turn on/off frequently-used services such as Call Forwarding Always and Do Not Disturb. Alternatively, if CommPilot Express has been configured, the user can change their CommPilot Express status (for example, Available, Busy, Unavailable) by choosing from a drop- down list. System Buttons – Buttons are provided to enable a user to send an e-mail for technical support, get context-sensitive online help, and configure the CommPilot Call Manager. Figure 12 Clearspan Call Manager The Call Manager is used to augment the functions of a standard phone. It provides an alternative user interface for enhanced services, replacing flash-hook and star codes. It is not intended to replace the phone or be a stand-alone substitute for basic call functions. Calls can be initiated and manipulated using the phone or the web interface. The audio is transported through the phone, not via the user’s computer. CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 26 OF 55
  27. 27. 4.4 Unified Messaging Clearspan messaging provides all of the features of a traditional voice messaging solution, plus: • Message delivery to any specified email account. • Message waiting notification delivered to the phone and to any specified mail or Short Message Service (SMS) account (e.g. cell phone). • Integration of messaging capabilities with Clearspan services (call back, transfer, find me / follow me services, escape to extension, voice portal, etc.). Incoming calls to the user are sent to voice mail upon reaching a busy or no-answer condition. The caller is then played a greeting. There can be different greetings for busy and no-answer conditions and all greetings can be partially or fully customized by the user: • Default busy greeting • Default busy greeting with name • Custom busy greeting • Default no-answer greeting • Default no-answer greeting with name • Custom no-answer greeting The caller can then leave a message or press 0 to transfer to an attendant. The attendant is configurable by the user and can be any valid phone number. If the caller leaves a message, he/she has access to the following functions: • Long message warning tone • Set the message status to urgent and/or confidential • Review the message and erase, record it again or deposit it • Users can also configure their voice mail service to serve other phones, like a cell phone. With this capability, users can forward any phone to the CommPilot Voice Portal phone number and have the calls be sent directly to their mailbox greeting. This powerful application allows employees to use a single Clearspan voice mail system for their office phone and mobile phone – they do not need to manage multiple voice mail accounts separately. Voice messages are stored on standard email servers (POP3, IMAP4, Microsoft Exchange Server) as WAV audio files attached to emails. Users can retrieve their emails from their main location, from a third-party location or from any standard email client. When retrieving emails from their location, users simply dial the CommPilot Voice Portal phone number (or extension). The system prompts the user for their passcode. After entering the passcode, the user is informed of the mailbox status (how many urgent, new, expired, and saved messages) and can review the messages through a menu. While reviewing the messages, users can play the message envelope, jump to next or previous message, skip ahead, skip back, pause, repeat, erase, save, reply, call back, forward, compose and send to a user or a distribution list. When retrieving emails from an email client, the user simply configures the client to collect email from the email server where the messages are stored. Messages are retrieved as WAV attachments to emails and can be listened to with standard audio software. Messages received as email can be manipulated like any other email (stored, forwarded, replied to, etc.). Some enterprises prefer to keep “carbon copies” of all voice mail CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 27 OF 55
  28. 28. messages received, for regulatory or security reasons – this can be done easily on Clearspan with just a few clicks. When the user receives new messages, they can be notified by standard message waiting indication mechanism (stutter dial tone and message waiting lamp). Users can also request a notification to be emailed to a specific location, like a cell phone, when a voice message is received. 4.5 Contact Centers Clearspan provides support for basic contact centers, allowing business agents to receive incoming calls from a central phone number. Using this service, a business can establish technical assistance lines, customer support numbers, or order-taking centers. Multiple contact centers can be supported per business. Incoming calls to a contact center are presented to the next available agent. The Contact Center is based on Automatic Call Distribution (ACD) service to provide a complete, business-ready application. Hence, contact centers inherit all of the characteristics of the Hunt Group service and are also provided with sophisticated call- handling features like queuing, music on hold, etc. Figure 13 Clearspan Contact Center Menu Clearspan expands the capabilities of legacy contact centers by delivering a true remote agent solution, allowing call center agents to be geographically distributed. Therefore agents can attend calls from home, a satellite office, or any other location served by Clearspan in a transparent fashion CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 28 OF 55
  29. 29. . Figure 14 Clearspan Contact Center Clearspan Contact Center functionality can be combined with other Clearspan Call Completion services to ensure that all incoming calls are serviced expeditiously under any network condition and at anytime. Voice mail – If there are no agents to handle an incoming call or the call goes unanswered for a specified amount of time, the call can be forwarded to a contact center voice mailbox. Night service – Calls received after-hours or on non-business days receive a service menu of options allowing a caller to leave a voice message or transfer to an emergency number. Multiple call distribution policies – Incoming calls are handled according to the selected policy, which include uniform call distribution, linear hunt group, circular hunt group, and simultaneous ringing. Call queuing – When all call center agents are busy, incoming calls can be queued until they can be presented to an available agent. Queue escape – Callers who are queued can press a key to be sent directly to the contact center voice mailbox instead of waiting for an available agent. Overflow – When a contact center cannot accept any more calls, incoming calls can be forwarded to an overflow phone number. Statistics – Statistics are generated for each contact center group and can be viewed by the group administrator via the web portal. Service integration – Any Clearspan personal service can be assigned to a contact center phone number to customize the contact center group. This includes services such as Call Forwarding, Call Notification, Call Screening, and Voice Messaging. Queue flushing – When all agents in the contact center group log out, queued calls are automatically sent to the contact center group voice mailbox. CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 29 OF 55
  30. 30. Outlook contact integration – vCards from the agent’s Outlook or Exchange contact database pop up for incoming calls. Agent log in/log off – Agents can log in and out from the group so that calls are only presented to agents who are on duty. Screen pop-ups – Incoming calls pop up on a web screen showing information associated with the incoming call. A group-specific URL is accessed for each call. Configurable Music on Hold – The queued callers are provided with music or advertisements between periodic announcements. 4.6 Auto Attendants The Auto Attendant provides enterprises with a powerful and flexible tool to field inbound calls and deliver them to the intended destination through interactions with the caller. The Clearspan Auto Attendant is an integral part of the product offering and does not require any third-party equipment. The Auto Attendant is reached by dialing an associated phone number or an extension. Once connected to the Auto Attendant, the caller is played a greeting that provides a menu of options to complete call routing. The menu, which is configurable by an enterprise administrator, can provide up to nine options to the caller, including: One-key dialing – The caller presses a pre-defined DTMF key to reach a particular phone number or extension within the group. This option is also used to build multilevel IVR menus. Operator dialing – The caller presses a pre-defined DTMF key to reach an operator. Name dialing – The caller spells the name of the intended party using the numerical DTMF keypad. Upon identifying a unique match, the caller is played the name of the called party and is then transferred. Extension dialing – The caller enters the extension of the intended party through the numerical DTMF keypad. Upon collecting the full extension, the caller is played the name of the called party and is then transferred. The moves, adds, and changes for users in a group are automatically available for the Auto Attendant name dialing and extension dialing functions. Access to users currently in the group is always available. The Auto Attendant uses the multi-location enterprise capabilities of the Clearspan platform to transparently support geographically distributed groups. The Auto Attendant supports users with a Direct Inward Dialing (DID) number as well as users without an external public directory number. These users originate calls as usual and the Auto Attendant allows them to receive external calls. Calls made to the Auto Attendant use the routing capabilities described above to terminate calls to the appropriate user. This support provides greater flexibility for a group administrator to create and delete users and in many cases reduces the costs associated with obtaining DID numbers. Clearspan can also offer speech-based Auto Attendants, which use a speech IVR instead of a DTMF-based IVR (“call Joe on his mobile”). 4.6.1 Clearspan Receptionist The Clearspan Receptionist is a carrier class IP telephony attendant console for use by receptionists, or telephone attendants, who manage and screen inbound calls for enterprises. The BroadWorks Receptionist is a feature-rich desktop application that is fully CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 30 OF 55
  31. 31. integrated with the Clearspan platform. The application delivers the following benefits to users: Easy-to-use design that follows the natural work “flow” of a call from the top to the bottom of the screen. Intuitive business processes, as only “valid” options are presented to the attendant. Professional call handling as critical information is available in real time. Accurate delivery of messages via a one-step process when people are unavailable. The BroadWorks Receptionist can be used under a number of different operational scenarios. These scenarios include: After Hours – Allows operators to automate switching from day to night mode. Call Center Queue – Allows operators to monitor and control calls in a Call Center queue, and to manage their availability status. Hoteling – Allows multiple part-time operators to share a single log-in sequence when they change shifts. Low Traffic – Single receptionist answering one or more dedicated main line numbers. High Traffic – More than one attendant console managing multiple dedicated main line numbers. Network Attendant Console – Geographically dispersed operators supporting each other in an enterprise configuration. Multi-tenanted Offices – One or more operator answering calls on behalf of different organizations. Optional Voice Mail Transfer – Operator has the added ability to transfer calls to voice mail for contacts in a group/enterprise that are busy or unavailable. CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 31 OF 55
  32. 32. Figure 15 Clearspan Receptionist Menu 4.7 Web Conferencing Clearspan supports a variety of business conferencing services, including meet-me conferencing, reservationless conferencing, automated dial-out conferencing, collaboration tools, and more. Web Conferencing enables the set up, use, and monitoring of n-way conferences via a web interface. Both internal and external participants can use a conference bridge once it has been set up. A single The Conferencing service includes the following features: Audio and web conferencing Scheduled, recurring, reservation-less, and ad-hoc Meet-me dial-in numbers Web collaboration Share Microsoft PowerPoint, Excel, and Word files (extensions are automatically checked by Clearspan for validity) Secure SSL and password protection Web browser viewable, no client required Optional click-to-download of web presentations Moderator control Dial-out capability CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 32 OF 55
  33. 33. Mute, hold, drop, and add participants DTMF and web portal interfaces Roll call (service can record and announce participants’ names as they join) In-call functions Hand raising (muted participants can request the conference leader to un-mute them temporarily) Optional leader PIM integration Automated e-mail invitations and Outlook calendar entries Reporting Web-based reporting Department and project codes Recording Recording and playback of individual conferences (the CDR can account for recording duration) Access code generation Automatic, pre-assigned, or user-defined Figure 16 Clearspan Conference Figure 17 Clearspan Conference Call Menu CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 33 OF 55
  34. 34. 4.8 Clearspan Deployment Studio The Deployment Studio facilitates the customization, deployment, and management of Clearspan Assistant, Assistant - Enterprise, Receptionist, and Call Center - Agent/Supervisor desktop client software by enterprise providers. Providers can configure a variety of client settings, such as branding, networking, localization, and additional pre-defined settings, for Assistant, Assistant - Enterprise, Receptionist, and Call Center. The Deployment Studio is required to deploy all Clearspan clients. Enterprise providers proceed through an intuitive GUI to fully customize their client applications to suit their specific requirements. 5 Integrating with Legacy Equipment This section describes solutions for integrating Clearspan with existing enterprise voice networks. This is often required in multi-site enterprises with a large investment in legacy voice equipment. The services provided by Clearspan complement the services provided by the existing solution. Equipment on the enterprise site communicates with Clearspan in the enterprise data center. Solutions are described for enterprises with existing Private Branch Exchanges (PBXs). 5.1 PBX Solution (SIP Trunking) A Private Branch Exchange (PBX) is a private telephone system that provides on- premises dial service and connections to the PSTN. A PBX offers call control features such as call waiting, call transfer and conferencing. Most PBXs can interface with other communications applications such as auto attendant, voicemail, automatic call distribution and call accounting. Many PBXs use proprietary phones, since a significant portion of a PBX sale involves handsets. PBXs typically serve medium to large enterprises locations. Typically, each user has a dedicated line. For outgoing calls, the PBX switches calls from a user line to a trunk connected to the PSTN. For incoming calls, a PBX switches calls from a trunk connected to the PSTN to a user line. PBXs provide both personal and group based services. They are popular in enterprises where employees require direct dial access. 5.1.1 Network Layout A PBX gateway is used to inter-work a legacy PBX with Clearspan. The gateway provides trunk interfaces for connectivity with the PBX and Ethernet interfaces for connectivity with the LAN. The PSTN interfaces are via CAS or PRI trunks. On the Clearspan system, the address of the gateway connected to the PBX is setup as a routing element within a Voice VPN enterprise group. CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 34 OF 55
  35. 35. Figure 18 Clearspan Network Layout As shown, the PBX connects to the GW via CAS or PRI trunks. The gateway is connected to the corporate LAN via one or more Ethernet interfaces. 5.1.2 Services To illustrate how the Clearspan services can be used to complement the services provided by a legacy PBX, an example of a typical enterprise is used. In this example, an enterprise has a PBX serving telephones and/or fax machines with a T1 PRI trunk connected to a GW. In this example, calls can be delivered to the GW with or without direct inward dialing (DID). If DID is used, then individual phone numbers are assigned to each user. This allows services to be provided on a user basis. If DID is not used, then there is a main phone number for the PBX. Clearspan delivers all incoming calls to the main number, which is associated with an attendant or auto attendant. The attendant then delivers the call to individual lines connected to the PBX. Note, most PBXs typically support both DID and non-DID access simultaneously. Some users will use DID and some will not. 5.1.2.1 Services for PBXs with DID Some of the basic personal services provided by Clearspan are also provided by the PBX, such as call transfer, call forwarding, extension dialing, etc. Clearspan complements these basic services, providing additional enhanced personal services, including: Service Usage Anonymous Call Rejection Deny anonymous incoming calls before reaching the PBX. CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 35 OF 55
  36. 36. Service Usage Call Forwarding Selective Forward certain incoming calls before reaching the PBX. Call Notify Log all incoming calls before reaching the PBX. CommPilot Call Manager Provide for web based call control functions. CommPilot Express Customized incoming call management. LDAP Directory Integration Integrate with enterprise directory. Outlook Integration Integrate with Outlook or Exchange Server. Remote Office Provide support for tele-workers and remote offices. Selective Call Acceptance Accept only certain incoming calls before reaching the PBX. Selective Call Rejection Deny only certain incoming calls before reaching the PBX. Simultaneous Ring Ring the PBX user in addition to multiple external numbers. Voice Messaging Hosted, centralized voice messaging. Group services can also be used with PBXs with DID support. Group services that are typically assigned include: Service Usage Account and Authorization Track and/or authorize all outgoing calls made from the PBX. Codes Attendant Console Provide hook status for off network calls to and from the PBX. Auto Attendant Provide automated attendants for PBX users. Call Centers Provide call centers for PBX users. Calling Group Identity Provide the enterprise identity, instead of the individual line identity, for all Delivery outgoing calls made from the PBX. Hunt Groups Provide hunt groups for PBX users. Incoming Calling Plan Block certain types of incoming calls made to the PBX. Outgoing Calling Plan Block certain types of outgoing calls made from the PBX. Voice Portal Provide a dial in interface for service interaction and management. 5.1.3 Services for PBXs without DID When DID is not available, services are provided on an enterprise wide basis (main phone number), not on a per user basis. Clearspan provides hosted, enhanced services that complement those provided by the PBX, including: Service Usage Call Forward No Answer Forward unanswered calls to an auto attendant or enterprise voice mailbox. Call Forwarding Selective Calls received after hours or on the weekend are forwarded to an auto attendant, enterprise voice mailbox or remote location. Call Notify Calls to the main number are logged via email notifications. Calling Line Identity Delivery Provide caller number and name for incoming calls. Selective Call Rejection Nuisance calls to the main number are blocked. Voice Messaging Provide an enterprise voice mailbox or individual voice mailboxes. This works in a similar manner to a KTS. See KTS Solution for more details. Group services can also be used with PBXs without DID support. Group services that are typically assigned include: CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 36 OF 55
  37. 37. Service Usage Account and Authorization Track and/or authorize all outgoing calls made from the PBX. Codes Calling Group Identity Provide the enterprise identity, instead of the individual line identity, for all Delivery outgoing calls made from the PBX. Outgoing Calling Plan Prevent certain types of outgoing calls made from the PBX. CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 37 OF 55
  38. 38. Part II – Solution Components CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 38 OF 55
  39. 39. 6 Clearspan Service Delivery Platform This section describes the Clearspan platform in more detail. It provides specifics on each Clearspan server as well as the preferred hardware platforms. In addition, it provides call flows showing how the components interact. 6.1 Network Elements Clearspan is composed of the following servers: Application Server – provides call processing, service logic, endpoint management and service management Network Server – provides policy based translations and routing, subscriber location directory and media server selection Media Server – provides specialized media resources, including media recording, media playback, DTMF digit detection, three way conferencing and media relaying Web Server –supports Clearspan system web interfaces and additional external interfaces. The Web Server supports the Personal Web Portal and Call Manager via HTTP, as well as the BroadWorks Open Client Interface for the Assistant and Receptionist applications. Conference Server (optional) – provides enhanced audio and web conferencing. PM Server – monitors the health, performance and reliability of the Clearspan system. Client Management System (CMS) – provides the central point to control the functions associated with the configuration, deployment, and activation of user profiles and templates for endpoints or clients. Together, these components enable a wide array of personal, group, and network services including PBX equivalent services, messaging, attendants, interactive voice response, call distribution, site networking, conferencing and desktop integration. Each server is described in more detail below. 6.1.1 Application Server The Application Server is a service delivery platform responsible for the execution and management of enhanced personal and group services. Application Server functions include management of network traffic, handling of signaling interfaces, and logical execution and management of services. The Application Server comprises a database, the ServiceOS™ abstraction layer, and protocol stacks. The Application Server supports the Session Initiation Protocol (SIP) as the communication protocol with VoIP equipment, including: Access Equipment – SIP Phones, Analog Line Gateways, WiFi Phones, Soft Clients Network Equipment – PSTN Gateways, PBX Gateways, Session Border Controllers, Edge Elements Other Servers – Network Servers, Media Servers, Conferencing Servers, Third Party Servers The Application Server provides secure access to subscribers and services for management, administration, provisioning, and configuration. The associated web portals can be customized for different customer groups, based on the subscribed-to services of CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 39 OF 55
  40. 40. those groups. With various levels of security and accessibility (system provider, enterprise administrator, group administrators, department and end-user), secure access is granted not only to the system, but also to the correct level of privileges. Different users are directed to the applicable screens with proper security and real-time information. Information is retrieved from the database and displayed in real time. Figure 19 Application Servers Application Servers are deployed in pairs, where one servers acts as the primary server and the other as the secondary server. Under normal operation, the primary Application Server will manage all call processing and endpoint management. User modifications, additions and deletions are replicated across the database of both the primary and secondary Application Server, making all service and user profiles available on both servers. Database replication is done in real-time, as additions and modifications are made. Thus, both the primary and secondary servers have access to exactly the same database. In the event that the primary server fails, or is simply inaccessible from one or more endpoints in the network, then those endpoints will be able to route their calls through the secondary server. The failover time is the time it takes an endpoint to retry after a non- response to the secondary server. This is typically engineered to be less than 1 second. This type of redundancy may be geographically distributed; protecting against server failures as well as against IP networking failures (e.g. router and circuit failures). Application Servers are hosted on IBM servers, running the Linux operating system. Each server connects to the VoIP network using 10/100BaseT Ethernet interfaces. Multiple interfaces are available supporting a wide variety of IP network configurations. No specialized hardware is required. 6.1.2 Network Server The Network Server enables system providers to centrally manage network-related applications within their network. This includes public translations and routing capabilities such as least-cost routing, as well as enterprise-focused network applications such as voice virtual private networks (VPNs). CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 40 OF 55
  41. 41. The Network Server allows construction of massive next-generation voice networks by assisting with the scaling of IP telephony networks and offloading subscriber-specific routing functions, allowing softswitches to focus on core call state management for trunking media gateways. The Network Server also acts as a platform for network-based enterprise applications such as private dial plans, and supports passing of non-numerical characters like * and # to the network so they can be used to trigger functionality in other networks. The Network Server optimizes network resource utilization by providing the capability to selectively route calls to geographically dispersed resources, thus maximizing network bandwidth utilization. For example, the Network Server can manage Media Servers as a single network-wide pool of resources and, at the same time, select an appropriate Media Server for the location of the requesting subscriber. The Network Server also performs a central role in supporting Clearspan redundancy capabilities. Provisioning new subscribers can occur via synchronization of the group and user data between Application Servers and Network Servers. The Network Server functions with the Application Server as shown in the following figure: Network Devices Subscriber S Location I P S I Translations P & Routing Figure 20 Network Server The policy database provides public and private (that is, enterprise) policies, to manage a system provider’s network services. It also maintains subscriber location information to track where subscribers are hosted within the network. The policy database contains translation processing and a routing engine that is driven by a flexible policy approach. Dialing plans, call typing, route selection, and network services configuration are policy- driven and can be updated “on-the-fly”, including the introduction of new policies within the network. Operators can configure the precedence of their routing policies to match requirements. The ServiceOS manages the sessions, which are the network connections associated with a user or network element. 6.1.3 Media Server The Media Server functions together with an Application Server (AS) and enables enhanced services, such as Auto Attendants, Video Auto Attendants, Meet-Me, Conferencing, Multimedia Messaging, video advertisements in Call Center queues, play tones and treatments to callers. The Media Server supports these services for wireline, CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 41 OF 55
  42. 42. wireless, and/or converged networks, offering enterprises enhance productivity for end- users. Media Servers can be geographically distributed, which can minimize call latency and bandwidth utilization. AS HTTP S S RTP I I RTCP P P NS Figure 21 Media Server In a stand-alone architecture, SIP and HTTP are used as standard protocols for communication between the Application Server, Network Server, and the Media Servers. The Application Server requests resources from Media Servers and controls the behavior of those resources. Third-party media servers can also be deployed and controlled via a standard SIP interface. Enterprise providers can choose from multiple codecs that are supported on the Media Servers. Configurable classes of multimedia service can also be assigned to enterprise providers, groups, and individual users, restricting callers to the Codecs in their assigned set. Enterprise providers can opt for lower bit-rate Codecs to increase the number of simultaneous calls that can be provided on an access link to end users. G.729 is one of the available Codecs supported. In addition, the Clearspan system can be configured to route calls differently depending on the Codecs they use, eliminating network elements that do not support included media, or prioritizing network elements that offer better support for included media. 6.1.4 Web Server System providers deploy Web Server farms to support Clearspan system web interfaces and additional external interfaces. The Web Server supports the CommPilot Interface using HTTP, and the Open Client Interface. System providers can choose to use either of these interfaces or both concurrently. The following figure shows the functions within the Web Server: CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 42 OF 55
  43. 43. Web Portals, End Users and Applications Administrators and Plug Ins O H C T I T P O L Data C O Subscriber Access I C Location • Figure 22 Web Server 6.1.4.1 Open Client Interface The Open Client Interface (OCI) is an open interface that enables third-party applications to leverage Clearspan call control and provisioning functionality. This interface operates using both XML and HTTP/SOAP. Thus, Clearspan makes it easy for developers to create new applications to augment existing Clearspan functionality. For example, the OCI queries the Network Server to find the Application Server with the requested data such as a user’s mobile number or department. 6.1.5 Conference Server The Conferencing Server is a specialized media resource that provides a complete set of enhanced business conferencing features, including web-based presentation and collaboration. A single pool of Conference Servers can support multiple Application Servers in a Clearspan system. The Conferencing Server functions as shown in the following figure: Access and Network Devices R T P S H Resource T Data I T Control P Retrieval P • Figure 23 Conference Server The Conferencing Server is fully integrated with the Clearspan back office and operates on standard hardware, thereby allowing for cost-effective scaling with the rest of the platform. CLEARSPAN ENTERPRISE SOLUTIONS GUIDE AASTRA - 2739-001 2007 AASTRA NTECOM PRELIMINARY PAGE 43 OF 55

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