Integrated Instruction - Full Manual
Written by B3Networks Academy
Updated at June 2nd, 2023
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Table of Contents
To integrate, you should follow the steps below:
- Provide us with your FQDN and SSL information
- Complete the DNS setting (outside the CPaaS portal)
- Provision CPaaS Phone System Licenses and assign them to Users
- Enable Microsoft Teams on the CPaaS portal
- Verify SBC/FQDN domain
- Assign CPaaS Addon License to Users
- Provision CPaaS numbers to your Microsoft
- Link MS Teams users with proper CPaaS extensions
- Run Powershell + Execute the configuration (outside the CPaaS portal)
- Configure general settings for CPaaS users
- Start using
1. Provide us with your FQDN information and SSL
Please contact our Support Team and provide us with your FQDN and SSL information if you would like to use your own FQDN for Microsoft Teams integration.
2. Complete DNS settings
After receiving your FQDN and SSL information, we will give you the SBC IP Address and CSR. Please complete the DNS settings from your side before going to the next step.
3. Provision CPaaS Phone System Licenses and assign them to Users
- Go to Manage Organization > Select Licenses
- Go to Phone System > click Provision
- Click Assign >Select available member and choose the extension keyyou want > Assign
- Other available actions:
- Change Extension Key & Directory Name
- Unassign User / Assign to another User
- Other available actions:
4. Enable Microsoft Teams on the CPaaS portal
- Go to Settings > Choose View - System
- Select the Microsoft Teams tab
- Choose Direct Routing without Microsoft Account > Tick Using own dedicated SBC
- Fill in your your SBC/FQDN Domain
- Click Enable
5. Verify SBC Domain
Step 1: Verify SBC Domain:
- Open your Microsoft 365 Admin Center > Go to Settings
- Choose Domains > Add domain
- Atthe Domain name, fill in your own SBC Domain
- Click Use this domain
- Choose the option: Add a TXT record to the domain's DNS records > Continue
- Get the TXT values > Go to your domain's registrar or DNS hosting provider > Go to the DNS management page for <your SBC Domain>, and add a TXT record that uses the TXT values. When finished, come back to this page and select Verify and Microsoft will confirm you own the domain by finding the new record.
Step 3: Create a temporary Microsoft user for Domain Activation
- Open your Microsoft 365 Admin Center > Show all > Go to Users > Active Users
- Click Add a user > fill in the information:
- First name: randomly
- Last name: randomly
- Display name: randomly
- Username: randomly
- Domains: choose your SBC Domain
- Click Next to assign the user a product license > choose an available license
- Click Next > Next > Finish Adding
Note: Revoke the license
After 24 hours, you can revoke the license from this temporary user by following the steps below:
- Log in to your Microsoft 365 Admin Center
- Choose Users > Active users
- Click on the temporary account that you have created
- Select Licenses and apps
- Revoke the license and assign it to other real users.
6. Assign CPaaS Addon License to Users
Option 1: Manual Configuration
- Click on the profile icon > Manage Organization
- Go to Licenses > Phone System
- Touch the extension you want to assign > at Assigned addons, click Manage > select Addon Licenses, including Microsoft Teams Direct Routing (for MS Teams Call Service) OR Microsoft Teams Direct Routing Resource Account (for MS Teams Auto Attendant & Call Queues)
- At Assigned numbers, click Manage > select a Number > Save
Option 2: Bulk Assignment
- Click on the profile icon > Manage Organization
- Go to Licenses > Phone System
- Click Bulk Assignment > Download sample file > Fill in the required information properly:
- Ext key: the key of the extension.
- Number: the number (DID) assigned to the extension.
- User: the user to assign the extension and add-ons to.
- Addon license: the features that a user can use. Insert more columns if the user is assigned to more than 2 features. Use the codes below for the Addon License columns:
Addon License |
Addon License Code |
|---|---|
Microsoft Teams Direct Routing |
device_import_msteams_DR |
Microsoft Teams Direct Routing Resource Account |
device_import_msteams_DR_resource |
Number |
license_number |
Team Chat |
team_chat |
DNC |
license_dnc_checking_enabled |
Call Recording |
call_recording |
Unlimited Call Recording Storage |
license_call_recording_unlimited_enabled |
Ext |
Number |
User |
Addon license 1 |
Addon license 2 |
Addon license 3 |
|---|---|---|---|---|---|
100 |
6567891230 |
John |
device_import_msteams_DR |
device_mobile_app |
license_dnc_checking_enabled |
101 |
6567891231 |
Alice |
device_import_msteams_DR |
device_mobile_app |
license_dnc_checking_enabled |
102 |
6567891232 |
Resource Account |
device_import_msteams_DR_resource |
device_desktop_app |
call_recording |
103 |
6567891233 |
Hallie |
device_ip_phone |
device_desktop_app |
call_recording |
Result
Once you completed this step, you will see a list of assigned extensions and numbers on the Microsoft Teams tab.
7. Provision CPaaS numbers to your Microsoft
- Go to Settings > choose View - System
- Select the Microsoft Teams tab
- Choose the number that you want to upload by ticking the box
- Click Provision > choose the number format:
- Extension
- DDI numbers
-
System Defined:
- The organization only has 1 number => DDI numbers format
- The organization has no number => Extension format
- The organization has multiple numbers => Extension format
- Confirm your action by clicking Provision
Note:
The number format will be applied to the whole organization and cannot be changed.
8. Link MS Teams accounts with CPaaS extensions
To link the MS Teams Accounts with the CPaaS Extension, please follow the steps below:
- Go to the Application Settings, choose the Microsoft Teams
- Click Bulk Assignment
- Select Download sample file
- Fill in Microsoft accounts with appropriate CPaaS extensions/DDI Numbers
- Upload CSV
9. Run PowerShell
Step 1: Generate PowerShell script from CPaaS Portal
To generate the Powershell Script:
- On the Microsoft Teams tab, click on the 3 dots icon
- Choose View Script
- Select Copy Script
Step 2: Open the PowerShell to connect Microsoft Tenant by the global administrator:
Step 3: Declare Trunking:
- Start Power Shell as Administrator (or with Administrator Privileges):
Install-Module -Name MicrosoftTeams -RequiredVersion 2.3.1
Import-Module MicrosoftTeams -RequiredVersion 2.3.1
$credential = Get-Credential
Connect-MicrosoftTeams -Credential $credential
- Trunking Pairing:
Get-CsTenant | fl Domains
New-CsOnlinePSTNGateway -FQDN <your SBC Domain> -SIPSignalingPort 5067 -ForwardPAI $true -Enabled $true -ForwardCallHistory $true -MaxConcurrentSessions 100
Get-CsOnlinePSTNGateway
Step 4: Execute the integration:
Paste the copied PowerShell script at Step 1 to PowerShell to execute the integration:
- Start Power Shell as Administrator (or with Administrator Privileges):
Install-Module -Name MicrosoftTeams -RequiredVersion 2.3.1
Import-Module MicrosoftTeams -RequiredVersion 2.3.1
$credential = Get-Credential
Connect-MicrosoftTeams -Credential $credential
- Add the first user to the trunk:
Set-CsUser -identity "<A's Username>" -EnterpriseVoiceEnabled $true -HostedVoicemail $true -OnPremlineURI tel:<A's assigned extension / DDI number>
- Configure Microsoft 365 tenant to enable direct routing:
Set-CsOnlinePstnUsage -Identity Global -Usage @{Add="B3"}
New-CsOnlineVoiceRoute -Identity "B3" -NumberPattern ".*" -OnlinePstnGatewayList "<B3 Connector Domain>" -Priority 1 -OnlinePstnUsages “B3”
New-CsOnlineVoiceRoutingPolicy -Identity "B3" -OnlinePstnUsages "B3"
- Assign Voice Routing Policy to users:
Grant-CsTeamsCallingPolicy -PolicyName AllowCalling -Identity ""<A's Username>""
Grant-CsOnlineVoiceRoutingPolicy -Identity <A's Username> -PolicyName B3
- Add the rest of the users to the trunk:
Set-CsPhoneNumberAssignment -Identity "<B's Username>" -EnterpriseVoiceEnabled $true
Set-CsPhoneNumberAssignment -Identity "<B's Username>" -PhoneNumber <B's assigned extension / DDI number>
-PhoneNumberType DirectRouting
Grant-CsTeamsCallingPolicy -PolicyName AllowCalling -Identity “<B's Username>”
Grant-CsOnlineVoiceRoutingPolicy -Identity <B's Username> -PolicyName B3
Set-CsPhoneNumberAssignment -Identity "<C's Username>" -EnterpriseVoiceEnabled $true
Set-CsPhoneNumberAssignment -Identity "<C's Username>" -PhoneNumber <C's assigned extension / DDI number>
-PhoneNumberType DirectRouting
Grant-CsTeamsCallingPolicy -PolicyName AllowCalling -Identity “<C's Username>”
Grant-CsOnlineVoiceRoutingPolicy -Identity <C's Username> -PolicyName B3
PowerShell script for Resource accounts:
- Start Power Shell as Administrator (or with Administrator Privileges):
Install-Module -Name MicrosoftTeams -RequiredVersion 2.3.1
Import-Module MicrosoftTeams -RequiredVersion 2.3.1
$credential = Get-Credential
Connect-MicrosoftTeams -Credential $credential
- Script for Resource accounts (assign a number to a Resource account used for Auto-attendants or Call Queues):
Set-CsOnlineApplicationInstance -Identity <Resource Username> -OnpremPhoneNumber <Resource Account’s assigned extension / DDI number>
Grant-CsTeamsCallingPolicy -PolicyName AllowCalling -Identity “<Resource Username>”
Grant-CsOnlineVoiceRoutingPolicy -Identity "<Resource Username>" -PolicyName B3
Note:
Click here for PowerShell tutorial.
10. Configure general settings for CPaaS users
To maximize the ability of the service, you will need to configure the below settings:
-
System Settings:
- General Settings
- Admin Tools (compulsory)
- Inbound Call Rule (optional)
- Outbound Call Rule (compulsory)
-
User Settings:
- Overview
- Call History
- Change user's status (compulsory)
- Call Forwarding (optional)
- Call Recording (optional)
- Delegate (optional)
- Devices (compulsory)
- Inbound Call (compulsory)
- Inbound Call Filter (optional)
- Inbound Missed Calls (compulsory)
- Music On Hold (optional)
- Outbound Call (compulsory)
- Working Hours (compulsory)
Note:
Users must be assigned to an Outbound Call Rule in order to call out.
11. Start using
Open the Microsoft Teams Desktop application or Mobile application > Enjoy your call
