Switchvox - Using the Switchvox Desktop Softphone Prior to Version 3.0.0
See also:
Requirements
Minimum requirements:
Switchvox version 7.1 or later
macOS 10.13 or Windows 10 (64-bit)
The phone is freely available for use with a Switchvox that holds active Subscriptions. (A user cannot log into the phone when Switchvox holds expired Subscriptions)
If you have recently updated but you are not seeing new features in the app, use the keyboard shortcut to refresh the cache. On Windows, this is likely Ctrl-F5, and on macOS it's likely Shift-Ctrl-R.
Instructions
To use Switchvox's Desktop Softphone App for Windows or macOS, follow these instructions.
Admin:
In the Switchvox /admin navigate to the extension you will be using for the DSP and click the manage phones icon. Choose the Desktop Softphone for the main or additional phone.
Set up your Access Control Rules to include the remote users’ networks (IP address and netmask) and allow Web User Portal traffic (You won’t need to allow any other services).
If you don’t know each of your users’ network details, you can allow Web User Portal for the All Networks rule.
Set Allow NAT Port Forwarding to YES in the Server > Networking > IP Configuration page.
Forward port 443 back to your PBX. http://www.portforward.com is a good resource for documentation on how to forward ports on most routers.
Audio uses ports 10,000-20,000 UDP
If you are running a version prior to 7.4, you also need to Enable SIP.
User:
Download the macOS or Windows app (links provided by your Switchvox Administrator).
In the app, indicate your Switchvox host (e.g., switchvox.mybiz.com).
Log in using your Main extension number, and password for web tool access (this password can be changed in the Profile Information of a phone extension in the Switchvox Web Suite).
The gear icon in the Calls pane offers several settings:
Select the phone to use when you click to dial from the app (this defaults to using the app itself for calls). This is the same tool as the Make Calls With setting in the Switchboard. If you have 2 or more phones, use the Switchvox web suite to navigate to Features > Call Rules, and modify your Call Rules as appropriate so that the app will ring on incoming calls.
Select a device for the microphone, speaker, and ringer.
Select a camera for video calls.
Important:
If you are running a firewall application on your computer, you may need to allow incoming connections in the firewall, to ensure that calling works.
The phone manages up to 2 calls. If you already have 2 calls, a third incoming call is ignored, so that your Call Rule Actions are followed as if you had not answered the call.
A handy one-page is available for phone users to understand the features of the phone. And, the Switchvox Training area in digium.com includes a how-to video for the desktop softphone and videos for other Switchvox tools.