UCx Server - Quick Start Guide

1. Introduction

Thank you for purchasing the E-MetroTel UCX. The UCX appliance provides software-based PBX interworking with XStim, UniStim, and SIP phones, offering legacy investment protection to existing Nortel deployments while providing a seamless evolution to a SIP-rich call service environment.

This quick start guide provides you with the information needed to install the UCX out-of-the-box, configure it to a running state and configure SIP phones to perform a SIP call using UCX. For more configuration details please see the pages under UCX Server.

2. Connecting UCX to the Network

2.1. UCX20

The UCX20 is shipped with a single Network Interface Card (NIC).

The network port on UCX20 by default uses the static IP address 192.168.1.200, with netmask 255.255.255.0 and gateway192.168.1.1.

If the default network configuration is compatible with your local area network, connect the Ethernet connector of the UCX system to your network with a Cat 5 Ethernet cable, configure your PC's network adaptor to use the 192.168.1.xxx subnet, power up the UCX system and wait approximately 100 seconds for the UCX system to boot. For connection using Gigabit Ethernet we recommend a Cat 5E or Cat 6 cable!

If the default network configuration is not compatible with your local area network, you may connect the UCX directly to a PC with a statically configured IP address from the 192.168.1.xxx subnet using a Cat 5 Ethernet cable (either straight through or cross over), power up the UCX system and follow the instructions for Changing the UCX Network Configuration.

2.2. UCX50E, UCX250, UCX450, UCX1000

The UCX Server is shipped with two Network Interface Cards (NICs).

The Ethernet ports are labeled T-LAN and C-LAN.

The C-LAN port on UCX systems by default uses the static IP address 192.168.1.200, with netmask 255.255.255.0 and gateway 192.168.1.1.

The T-LAN port on UCX by default uses the static IP address 192.168.10.200.

If the default C-LAN configuration is compatible with your local area network, connect the C-LAN Ethernet connector of the UCX to your network with a Cat 5 Ethernet cable, configure your PC's network adaptor to use the 192.168.1.xxx subnet, power up the UCX and wait approximately 100 seconds for the UCX Server to boot.  For connection using Gigabit Ethernet we recommend a Cat 5E or Cat 6 cable!

If the default CLAN configuration is not compatible with your local area network, you may connect the UCX directly to a PC with a statically configured IP address from the 192.168.1.xxx subnet using a Cat 5 Ethernet cable (either straight through or cross over), power up the UCX Server and follow the instructions for Changing the UCX Network Configuration.

2.3 Galaxy Expand (2930 or i5 Processor Card)

2930 Processor Card

The Galaxy Expand configuration with the 2930 Processor Card has two IP addresses, one configured to access via the front panel (labeled ETH) and the second one connecting through the Galaxy Expand backplane and reachable by connecting to either of the switch ports on the SFS (Switch Fabric Card) labeled ETH1 or ETH2.

 

The network interface connection on the Galaxy Expand backplane, referenced as Ethernet 0 in the UCX software, by default uses the static IP address 192.168.1.200, with netmask 255.255.255.0 and gateway 192.168.1.1

The ETH connection on the front of the 2930 card uses the static IP address 192.168.10.200, and is referenced as Ethernet 1 in the UCX software.

i5 Processor Card

 The Galaxy Expand configuration with the i5 Processor Card has three IP addresses, two configured to access via the front panel (labeled WAN and LAN) and the third one connecting through the Galaxy Expand backplane and reachable by connecting to either of the switch ports on the SFS (Switch Fabric Card) labeled ETH1 or ETH2.

The connection on the front of the labeled WAN, referenced as Ethernet 0 in the UCX software, by default uses the static IP address 192.168.1.200, with netmask 255.255.255.0 and gateway 192.168.1.1.

The other connection on the front of the i5 Process card is labeled LAN and has a static IP address of 192.168.10.200, and is referenced as Ethernet 1 in the UCX software.

The network interface connection on the Galaxy Expand backplane, referenced as Ethernet 2 in the UCX software 192.168.11.200.

3. Accessing the Web-based Configuration Utility

  1. Launch a browser and enter the UCX ip address http://192.168.1.200
  2. Login using default factory credentials:
    • Username = admin
    • Password = emetr0tel (please note that the ‘0’ is a numeric zero)

3.1. Changing the Default Password

To prevent unauthorized access to the management interface of your UCX system you should change the default management password as the very first step in the initial configuration of the system.

When you login for the very first time, the Web-based Configuration Utility automatically directs you to the View User page on Users panel from the System tab and prompts you to change the default password of the admin account. Consequently, on a first login, you may skip steps 1-3 below.

To change the management password of your UCX system, perform the following steps:

  1. From the System tab, select Users
  2. From the left side column, select Users
  3. Press the underlined user ID admin in the Login column to display the View User page with details about the admin account
  4. Press the Edit button to open the Edit User page
  5. Enter the administrator's name in the Name field
  6. Enter the old password in the Old Password field
  7. Enter the new password in the Password field and the Retype password field
  8. Press the Apply Changes button to save the updated configuration

IMPORTANT NOTE: If you do not change the default management password, you will not be able to access the Web-based Configuration Utility remotely.

3.2. Changing the Network Configuration

To use the UCX system on your LAN, you have to set its network configuration to match your network. You should update some or all of the following properties:

  • IP address and subnet mask
  • Host name
  • Default gateway
  • DNS server(s)

To access the network parameters for your UCX system, perform the following steps:

  1. Open the UCX Web-based Configuration Utility
  2. From the System tab, select Network
  3. From the left side column, select Network Parameters

3.2.1. Network Parameters

To change the host name and default gateway, perform the following steps:

  1. From the Network Parameters panel, press the Edit Network Parameters button
  2. Enter a fully qualified domain name for the UCX system (e.g., UCX50.emetrotel.org - or UCX50.localhost if you do not want to use a fully qualified domain name for the system)

    This is the domain name of your  UCX system, not the domain name of your company. For example, DO NOT enter "www.emetrotel.org".

  3. Enter the default gateway of your local subnet (typically this is the IP address of your router)
  4. Press the Save button to update the network configuration of the UCX system.

3.2.2. Interface Parameters

To change the IP address and subnet mask of your UCX system to match the customer network, perform the following steps:

  1. Open the UCX Web-based Configuration Utility
  2. From the System tab, select Network
  3. From the left side column, select Network Parameters
  4. There will be one or two devices listed on the page, select the first interface device (eth0) to view its properties.
  5. If the Interface Type is Static. You have to specify the IP address and the Network Mask (subnet mask).

    If you choose to use Interface Type DHCP for your UCX system, you will need to plan your network carefully, please see Network Configuration for details.

  6. If your router can relay DNS requests, specify the IP address of your router also in the Primary DNS field. Otherwise, enter the IP address of your preferred DNS server.
  7. You can set the Secondary DNS field to your preferred secondary DNS server or you can use the public DNS server 8.8.8.8 as the secondary DNS server.

     If your UCX system is not connected to the Internet (or to a network with a DNS server), make sure that the Primary DNS and Secondary DNS fields are blank!

  8. Press the Apply Changes button.

You now have to reopen the management GUI using the new IP address.

If you are using the second interface port, please see Configure Second Network Port.

3.3. Setting Time and Date

The date, time and time zone configured on your UCX server is used for several features:

  • The date and time shown on the display of Nortel IP phones
  • CDR records and call log entries
  • Log files generated on the server

If the system is connected to the internet and using Network Time Protocol (NTP) to keep the system time accurate, you only have to configure the correct time zone. If not using NTP or not connected to the internet, then make sure the date, time and time zone are set correctly.

To set the date, time and time zone, perform the following steps:

  1. From the System tab, select Preferences
  2. From the left side column, select Date/Time
  3. Use the drop-down list boxes beside the New Date label to set the current date
  4. Use the drop-down list boxes beside the New Time label to set the current time
  5. Use the drop-down list box beside the New Time Zone label to set your time zone
  6. Press the Apply Changes button

4. System Registration and Expansion

4.1. Before you begin

Ensure that the system software is up-to-date before you begin (refer to Software Update).

Activating a system for the first time

The reseller must submit the following to E-MetroTel:

  1. Reseller Name: This is the name of the Reseller that will be used when filling the activation form in the system. Once defined, it will be used for all system activations performed by this Reseller.
  2. Reseller Email Address: This is one or more Email Addresses that will be registered for this Reseller in the activation process. Filling the activation form requires to enter one of the registered email addresses.​​

E-MetroTel will take 24-hours to upload the Reseller information in their systems.

Child Serial Number Assignment to Activated System

Once the main system activation is complete, the reseller must wait for all Child serial numbers to be assigned before retrieving the definitive and permanent license for the system.

  1. Child SN must be communicated in advance (24-hours) to E-MetroTel to complete their assignment without delay
  2. The reseller must notify E-MetroTel the main system has been activated and request the Child serial number to be assigned.
  3. The reseller must wait 5 minutes after the Child serial number assignment is complete to retrieve the new license that will include all licenses assigned with the Child serial number

4.2. Activating your system

  1. Open the UCX Digital Station Module Web-based Configuration Utility
  2. From the System tab, select Licenses
  3. From the left side column, select System Activation
  4. Values are required for each of the starred (*) items.
    UCx250SystemActivationBlank.png
    • Reseller Name: Must be a valid Reseller Name that is registered with the E-MetroTel Serial Number Management system.

    (Note: this field is only empty if the unit is still in "In Stock" status on the E-MetroTel Serial Number Management system.  The Reseller Name will be pre-populated on the form if the unit has been moved to "Sold To" status on the E-MetroTel Serial Number Management system.)

    • Reseller Email: Must be a valid reseller email address registered to the account associated with the Reseller Name (shown on the previous line item) within the E-MetroTel Serial Number Management system
    • Customer Name: The name of the customer that the system is being configured for (No verification)
    • Customer Email: The email address of the customer that the system is being configured for (No verification)
    • Customer Phone: The phone number of the customer that the system is being configured for (No verification)
    • Site Name: The name of the customer site where this system is located (No verification)

    All of these items are required to be entered before the system can be activated, but the only items verified for accuracy are the Reseller Name (if not pre-filled) and Reseller Email.  The Customer information allows both the reseller and E-MetroTel to more readily identify particular systems.

     

    1. After the required information has been input, click Activate.  The system will send the entered data to the E-MetroTel Serial Number Management system to verify the Reseller Name/Email and Serial Number.
      UCx250SystemActivationFilledError.png
    2. If there are any issues, the system will display a failure message on the Web-based Configuration Utility browser screen indicating the issue. (In this example, the email address did not match what was on file in the E-MetroTel Serial Management Tool database for this particular reseller.)
      UCx250SystemActivationFilledFakeErrorHilite.png
    3. If the Activation was successful, the System Activation Page will be updated as follows: 
      UCx250SystemActivationSuccess.png
       A successful activation will also initiate the start of the Product Support program, and the renewal date determined by the E-MetroTel Serial Number Management system will be displayed at the bottom of this page.
If all the licenses associated with this system were already entered and associated with this system in the E-MetroTel Serial Management system, they would have all been downloaded in this step and the system would be ready to be deployed.  For instance, if additional Extension licenses were purchased and added to the E-MetroTel Serial Management system after this system was already licensed, activated and deployed, they can be applied using the Enter License process.

5. Adding Extensions

This section provides instructions how to create SIP extensions. Once at least two extensions are created, E-MetroTel recommends performing a test call to ensure the quick installation is completed successfully.

In order to create extensions, your system must have a valid license applied. If your system is not activated, please see section 4 for instructions on how to activate.

5.1. Creating SIP Extension on your UCX System

  1. From the PBX tab, select PBX Configuration
  2. From the left side column, select Extensions
  3. In the drop-down list box, select the device type Generic SIP Device and press the Submit button

  1. On the Add SIP Extension page, enter the extension number in the User Extension field
  2. Fill in all extension specific parameters. You should configure at least the following fields:
    • Display Name (name of the extension/user)
    • Secret (password to be used for registration of the SIP phone)
  3. Press the Submit button to create the SIP extension.


After you create the SIP extensions, apply configuration changes by clicking on the pink banner "Apply Config" at the top of the page.

5.2. Configure SIP Telephones or SIP Soft Clients

  1. Install your SIP telephone or soft client as per user instructions.
  2. Use the extension number, the secret (password) and the UCX system's IP address to configure the SIP device as per the instructions that came with the device.
  3. Repeat these configuration steps for all other extensions.

5.3. Making a Test Call

Dial from one extension to another, answer the call and verify that speech path is working in both directions.

 

Self Assessment Quiz

  1. What is the default IP address of the UCX Server?
  2. If the customer's network is not compatible with the IP address of the UCX Server, how would you connect to the UCX Server to access the Web-based Configuration Utility?
  3. What is the default administrator account username and password for the UCX Web-based Configuration Utility?
  4. From the Web-based Configuration Utility, where do you go to change the IP address of the UCX Server?
  5. If your UCX Server does not have internet access, which parameters do you need to leave BLANK?
  6. How do you access the Web-based Configuration Utility remotely if you do not change your default UCX system IP address and the default login credentials?

4. Adding Extensions

This section provides instructions how to create SIP extensions. Once at least two extensions are created, E-MetroTel recommends performing a test call to ensure the quick installation is completed successfully.

In order to create extensions, your system must have a valid license applied. If your system is not activated, please see section 5 for instructions on how to activate.

4.1. Creating SIP Extension on your UCX System

  1. From the PBX tab, select PBX Configuration
  2. From the left side column, select Extensions
  3. In the drop-down list box, select the device type Generic SIP Device and press the Submit button

  1. On the Add SIP Extension page, enter the extension number in the User Extension field
  2. Fill in all extension specific parameters. You should configure at least the following fields:
    • Display Name (name of the extension/user)
    • Secret (password to be used for registration of the SIP phone)
  3. Press the Submit button to create the SIP extension.


After you create the SIP extensions, apply configuration changes by clicking on the pink banner "Apply Config" at the top of the page.

4.2. Configure SIP Telephones or SIP Soft Clients

  1. Install your SIP telephone or soft client as per user instructions.
  2. Use the extension number, the secret (password) and the UCX system's IP address to configure the SIP device as per the instructions that came with the device.
  3. Repeat these configuration steps for all other extensions.

4.3. Making a Test Call

Dial from one extension to another, answer the call and verify that speech path is working in both directions.