Asterisk/astguiclient install from scratch. v.2.2.0 2010-01-07 By the VICIDIAL group info@vicidial.com **** IMPORTANT - In order for vicidial/astguiclient to function correctly please read the REQUIREMENTS.txt for a minimum requirements list. *** End-user Manuals for Agents and Managers are available from http://www.eflo.net There is also an easier Ubuntu install doc: Ubuntu_Install.txt If you want to skip the experience of installing step-by-step completely, take a look at our ISO installer: http://www.vicibox.com This document will be depricated and not supported after the 2.2.0 release. This document is meant to be a very in-depth step-by-step explanation of installing the Asterisk open-source PBX on a Linux system and also installing the astGUIclient suite. The instructions will assume starting from nothing and will try to give several side step instructions to account for some differences in choices of hardware and software. The actual installation that I am doing as I write these instructions will be on the following hardware: (Changed to more realistic modern hardware) - Intel Core 2 Quad CPU - SuperMicro Motherboard - 4GB RAM - 160GB Western Digital SATA ES drive - Sangoma VoiceTime USB hardware timer - 2U rackmount case with 450W power supply - VOIP Phone will be a Zoiper softphone because it's free and does both IAX/SIP All of these parts cost less than $1500 together. This is our test Asterisk server and functions well for 100 or so extensions in use if it were to be used in production. A size that is optimal for many small offices operating with a fractional data/voice T1 for instance. This hardware would also be good for a stand-alone ViciDial system with about 50 agents handling inbound calls with full recording, or 25 agents doing heavy predictive outbound dialing. For hardware you can use almost any modern CPU processor(Intel core2, Xeon, etc) , and you can use any Digium or Sangoma telco interface card or USB timer. Both of these choices will determine what the capacity of your Asterisk/ViciDial server will be. If you want to do simple IVR or conference calling and a few extensions, then an Intel Celeron 2GHz with a single Sangoma USB VoiceTime dongle will work just fine for you. If you want to use the ViciDial applications , you will usually want to get as high-powered of a machine as you can afford. The following is assumed for these installation procedures: - You have access to a CD burner and 3 blank CDs(or 1 CD and 1 DVD) - You have some sort of broadband internet connection - You understand basic linux commands and can use a file editor like vi - You have all of the necessary hardware: - a pentium-class computer - a digium telco interface card with appropriate telco lines - at least 1 SIP/IAX VOIP device(this can be a softphone too) - a Local Area Network(LAN) with extra ports enough for the new server and the number of phones you want PHASE 1: INSTALLING AN OPERATING SYSTEM This installation will be using Slackware 12 for the linux distribution, Slackware 12.X will also work with these instructions. There are several easier linux distributions and there are others that are more popular, but Slackware is a nice non-commercial distro that has been around for a long time and proven itself to be a very uncluttered and stable platform for development. 1. Go to http://www.ultimatebootcd.com/ , download the latest bootcd and burn it to a CD. This will be needed to partition the hard drive prior to installation of Slackware linux. The latest version as of this writing is 4.1 (If you have problems with your hardware booting some of the utilities with 4.1 I suggest trying 1.7, that version has older utilities, but still gets the job done and works on every machine I've tried it on). 2. Insert the ultimatebootcd you just burned into your CDROM drive and boot to it. You will select "filesystem utilities" and then "XFDISK" 3. Select any old partitions and delete them and then create 2 new partitions: - 150000 MB, select yes to validate, change partition type to "Linux Native" - 3332 MB, select yes to validate, change partition type to "Linux Swap" - press F3 to exit and let it do it's thing, this will take an hour or so. 4. Go to http://www.slackware.com/getslack/ to download Slackware linux. The most recent release we recommend is 11.0. This release fits on 3 CDs or 1 DVD. Download both installation disks from any close server listed on the download page and burn them both to CDs. 5. Insert Disk 1 of the Slackware installation CD and boot your computer. If you have a simple computer with just an IDE drive just hit enter at the boot: prompt. If you have other hard drive adapters(SCSI/RAID/SATA/etc..) you will need to look at the Slackware installation help page to determine what boot image you will need to use to install Slackware correctly. 6. Login as root and type "setup" at the prompt to go to the setup menu. 7. Go to ADDSWAP and hit Enter 8. Select the swap partition you just created and hit Yes, The swap partition will then be formatted 9. Select the root partiton you just created as Linux Native and hit Select, then select "ext3" for the file system, then select 4096 for the inodes and the root partition will then be formatted 10. Select "Install Slackware from a CD" and hit OK 11. Select "auto" installation and hit OK 12. Select every package except for "KDEI" and hit OK 13. Select "full" installation and hit OK 14. Insert the next Slackware installation disk (disk 2) when it prompts you, and hit OK to continue 15. Now you will select the boot kernel that you will use from now on. If you have a simple system with IDE drives you can probably just select "skip" and go to the next step. If not then you should probably select "cdrom" and select the kernel from the list that you selected to boot into the installation. 16. You can make a bootdisk if you like, but you don't have to. 17. For Modem you can select "no modem" and hit OK to continue 18. Enable hotplug, hit Yes to continue 19. Install lilo "simple" and hit OK to continue 20. lilo frame buffer console 640x480 is safe choice if you're not sure 21. Optional Lilo append, leave blank and hit OK to continue 22. Lilo destination, I usually choose MBR but root works most of the time 23. Mouse, select the mouse type that you have hooked up, or select ps/2 24. Load GPM at boot time, Hit Yes to continue 25. select Yes to configure your network 26. Hostname, we are typing "phone" 27. network, we are typing our local domain name 28. IP address, we are selecting Static IP, here's what we enter for network, you should enter a network setup that will work with your local LAN: - IP address: 10.10.10.15 - subnet: 255.255.0.0 - gateway: 10.10.10.1 - name server: 10.10.10.1 29. Accept your network settings 30. Startup services to run, change nothing and select OK to continue 31. select NO for custom screen fonts 32. Hardware clock to UTC, select NO 33. Select your time zone and hit OK 34. I usually select gnome as the window manager, even though you won't be using it on this machine 35. Select Yes to enter a root password. type something that you will remember. 36. Setup of Slackware Linux is complete, hit OK and EXIT then press CTRL-ALT-DELETE to reboot your computer PHASE 2: COMPILING A CUSTOM LINUX KERNEL From this step on you should be able to continue the installation remotely although it is wise to at least have quick access to the machine if something goes wrong. To connect remotely through SSH on linux type "slogin serveripaddress" or to use Windows to connect you can use a piece of free software called putty available here: http://www.chiark.greenend.org.uk/~sgtatham/putty/download.html Also, for windows you can use SSH file transferring(SFTP) with a program called filezilla: http://filezilla.sourceforge.net/ This is an optional step if your linux system is running, but compiling your own custom kernel is always a way to optimize your system for the hardware you have installed or a way to remove the unnecesary modules that are in the default kernel. You will definately want to build your own kernel if you have a multi processor machine. If you are new to Linux you probably do not want to do this. If you are using a newer Digium Octasic-based echo-cancellation quad T1/E1 card then you need to use a 2.6 Linux kernel in order to use the echo-cancellation functionality of the card. If you want to compile a 2.6 kernel then start with OPTION 1: OPTION 1: compile Linux kernel 2.6.17 *NOT REQUIRED* 1. cd /usr/src 2. wget http://www.kernel.org/pub/linux/kernel/v2.6/linux-2.6.17.11.tar.gz 3. gunzip linux-2.6.17.11.tar.gz 4. tar xvf linux-2.6.17.11.tar 5. mv -f /usr/src/linux /usr/src/linux-old 6. ln -s /usr/src/linux-2.6.17.11 /usr/src/linux 7. cd linux 8. make mrproper # prep for kernel assembly 9. make menuconfig # launch configuration menu app (this part is very dependant upon your own hardware) (what is mentioned below are only changes beyond what is selected by default) Block Layer ---> -> IO Scheduler this should be set to CFQ if you do not have a hardware caching controller if you have a hardware caching controller DEADLINE or NO-OP are the best choices, if you have a battery backuped caching controller that is set to write-back you should use NO-OP. Processor Type and Features ---> ->Symmetric multi-processing support (if you have multiple processors or a Dual-core or HT enabled) ->High Memory Support (if you have more than 900MB of System RAM move upto 4GB) ->Timer frequency (1000 HZ) (change to 1000Hz if using ztdummy for timer on pre 2.6.17 kernel) ->[*]Tickless System (enable UNLESS using ztdummy on pre 2.6.17 kernel) ->[*]Enable Kernel irq balancing ->Preemption Model (No Forced Preemption (Server)) (^This one is very important!!!) Power management options (ACPI, APM) ---> ->ACPI (Advanced Configuration and Power Interface) Support (enable all down to Processor and thermal zone) Bus options (PCI, PCMCIA, EISA, MCA, ISA) ---> ->[*] PCI Express support (if using Sangoma PCI Express card) Networking ---> Amateur Radio support ---> <*> Amateur Radio AX.25 Level 2 protocol [*] AX.25 DAMA Slave support <*> Amateur Radio NET/ROM protocol <*> Amateur Radio X.25 PLP (Rose) (all needed for new Digium Octasic drivers) Device Drivers ---> ATA/ATAPI/MFM/RLL support ---> <*> SCSI emulation support (needed for SATA drives, also further down check chipset drivers) SCSI device support ---> <*> RAID Transport Class (needed if you are using a RAID) SCSI low-level drivers ---> <*> Serial ATA (SATA) support (required if using SATA drives) (if using a SCSI RAID card pick correct driver here) Multi-device support (RAID and LVM) ---> (select proper RAID types if using Linux RAID) Network device support ---> Ethernet (10 or 100Mbit) ---> Ethernet (1000 Mbit) ---> (select proper drivers for the eype of network card you have) Character devices ---> <*> Enhanced Real Time Clock Support (double-check that this is enabled, very important) Real Time Clock ---> <*> RTC class (double-check that this is enabled, very important) File systems ---> <*> Ext3 journalling file system support (important if using ext3 filesystem) pseudo filesystems ---> <*> Virtual memory file system support (this is usually checked anyway but mandatory for recording to RAM[tmpfs]) Library routines ---> <*> CRC-CCITT functions <*> CRC16 functions <*> CRC32c (Castagnoli, et al) Cyclic Redundancy-Check (important for new Digium Octasic drivers) EXIT AND SAVE YOUR CONFIGURATION 10. make clean # clean up the kernel build areas 11. make bzImage # create a kernel bzImage 12. make modules # build the modules into the image 13. make modules_install # install kernel modules 14. cp arch/i386/boot/bzImage /boot/bzImage-XXXX # copy image (put whatever you want in XXXX, that is your new kernel name) 15. cp System.map /boot/System.map-XXXX # copy system map 16. mv -f /boot/System.map /boot/System.map-orig 17. ln -s /boot/System.map-XXXX /boot/System.map # symlink map 18. vi /etc/lilo.conf # edit the lilo boot config file image=/boot/bzImage-XXXX # add the new image in above- label=test-XXXX # the previous one root=/dev/hda1 # device of root partition read-only 19. /sbin/lilo # run the lilo reload script 20. vi /etc/fstab # to include the following line for recording to RAM tmpfs /var/spool/asterisk/monitor tmpfs rw 0 0 21. shutdown -r 0 # reboot machine and hope it worked After compiling your kernel you can run a few commands to verify that you are running your new kernel and that devices are running as they are supposed to: ps --info (will show you your linux kernel version and other info) cat /proc/cpuinfo (will show you processor type and more than one if SMP) top (will show you system memory) PHASE 3: INSTALLING SOFTWARE BEFORE ASTERISK In this step we will be installing software that Asterisk and/or astGUIclient needs to be able to function to its fullest ability. Not all of these software packages are manditory to successfully install Asterisk and some of them can be installed on other machines on your network like MySQL or Apache. But, in this installation we are assuming that there are no other machines on our network to help the Asterisk server, so it must have everything it needs installed locally. SUBPHASE 3.0: install new Gnu Make A new version of the "make" compilation application replaced the 4-year-old version that most Linux distros(Including Slackware) use. This is only needed if you will be building Asterisk from the 1.4 release tree. - wget http://mirrors.kernel.org/gnu/make/make-3.81.tar.gz - gunzip make-3.81.tar.gz - tar xvf make-3.81.tar - cd make-3.81 - ./configure - make - make install SUBPHASE 3.1: MySQL requirements You must at least have Mysql client installed on each VICIDIAL server, but you only need one database server. MySQL is a fast database system that is very easy to integrate with any application. You can either install the server on the local Asterisk system or have one somewhere on your network. For our purposes, we are creating an Asterisk installation that is self contained and needs no other local servers to operate, so we will need to install mysql on this machine. *REQUIRED and OPTIONAL* (only install MySQL server locally if you don't want to use an installation on another machine, Mysql client is required on all VICIDIAL servers) NOTE: a minimum of MySQL server 5.0.X is required You should increase the connect_timeout so connections do not fail on a more loaded system. Go to http://www.mysql.com/ and download the mysql package - to install this directly on the command line type: - cd /usr/local/ - wget http://mirror.trouble-free.net/mysql_mirror/Downloads/MySQL-5.0/mysql-5.0.67.tar.gz - gunzip mysql-5.0.67.tar.gz - tar xvf mysql-5.0.67.tar - cd mysql-5.0.67 - groupadd mysql - useradd -g mysql mysql - ./configure --prefix=/usr/local/mysql --enable-shared=yes --with-readline --enable-thread-safe-client --enable-large-files --enable-assembler --with-client-ldflags=-all-static --with-mysqld-ldflags=-all-static --with-big-tables **** If only MySQL client is needed for DBD::mysql then use this: - "./configure --prefix=/usr/local/mysql --without-server --enable-shared=yes --with-readline" - make - make install - PATH=$PATH:$HOME/bin:/usr/local/mysql/bin/ - export PATH - PATH=$PATH:$HOME/bin:/usr/local/mysql/include/mysql/ - export PATH - cp /usr/local/mysql-5.0.67/libmysql/.libs/libmysqlclient.so /usr/lib/ - cp /usr/local/mysql-5.0.67/libmysql/.libs/libmysqlclient.so.15 /usr/lib/ - cd /usr/local/mysql-5.0.67 - scripts/mysql_install_db - chown -R root /usr/local/mysql - chown -R mysql /usr/local/mysql/var - chgrp -R mysql /usr/local/mysql - cp support-files/my-huge.cnf /etc/my.cnf - /usr/local/mysql/bin/mysqld_safe --user=mysql --skip-name-resolve --skip-host-cache & - ln -s /tmp/mysql.sock /var/run/mysql/mysql.sock - vi /etc/my.cnf # add this line below 'skip-locking' skip-name-resolve # comment out the line 'log-bin=mysql-bin' max_connections = 200 connect_timeout=60 **** For some systems you may need to add the mysql/bin directory to your PATH: - PATH=$PATH:$HOME/bin:/usr/local/mysql/bin/ - export PATH **** you may also want to add those two lines to your /root/.bash_profile file **** For Mysql 5 tree only, you also may need to copy the libmysqlclient.so file to libs - cp /usr/local/mysql-5.0.67/libmysql/.libs/libmysqlclient.so /usr/lib/ - cp /usr/local/mysql-5.0.67/libmysql/.libs/libmysqlclient.so.15 /usr/lib/ - you are done ** INSTALLATION NOTE ** If you are having Linuxthreads problems upon onfigure, just execute the following command: echo '/* Linuxthreads */' >> /usr/include/pthread.h ***** NOTE: if you will be using any of the DBI perl scripts: ***** Every machine that you will be using the newer BDI perl scripts on will need to have the perl modules DBI and DBD::mysql installed on them. To do this you will also need to at least have the MySQL client installed on the server (see above) then you will need to go to 'cpan' and "install DBI" and "install DBD::mysql". You may need to "force install DBD::mysql" if the DBD tests fail on your first try, but that is OK since the tests are not needed SUBPHASE 3.2: Installing Perl Modules NOTE - you can install ActiveState http://www.activestate.com perl, but it is not required. http://www.activestate.com/activeperl/downloads cpan is the "Comprehensive Perl Archive Network". It's a mirrored archive of most of the perl modules out there complete with a installation and management command-line interface. Here's what you do to start it: *REQUIRED* (needed for perl AGIs) 1. perl -MCPAN -e shell # type in the command line 2. You will then go through CPAN setup, just hit ENTER for most prompts except for the mirrors list, you will want to select at least 4 mirrors - yes for manual configuration - enter for the next 18 prompts - for the "make install options" it's a good idea to add UNINST=1 - enter for the next 4 prompts - select your continent and country - select a few cpan mirrors - enter for the next 2 prompts 3. Once you see the cpan> prompt you can begin installing modules 4. If you've never installed cpan before you should probably install the following modules first: (say YES if asked to install prerequisites) - install MD5 - install Digest::MD5 - install Digest::SHA1 - install readline (just hit Enter when it asks for operator) - install Bundle::CPAN - reload cpan - then you can install other modules: - install Pod::Usage (this is a core module and should already be installed, but we want to be sure it's been installed) - install Getopt::Long (this a core module and should already be installed, but we want to be sure it's been installed) - install DBI - force install DBD::mysql (must at least have mysqlclientlibs installed) - install Net::Telnet - install Time::HiRes - install Net::Server - install Mail::Sendmail - install Unicode::Map (needed for super list loader Excel) - install Jcode (needed for super list loader Excel) - install Spreadsheet::WriteExcel (needed for super list loader Excel) - install OLE::Storage_Lite (needed for super list loader Excel) - install Proc::ProcessTable (needed for super list loader Excel) - install IO::Scalar (needed for super list loader Excel) - install Spreadsheet::ParseExcel (needed for super list loader Excel) - if Spreadsheet::ParseExcel fails to install try running the following: - force install Scalar::Util (this will enable weak references) - install Spreadsheet::ParseExcel - install Archive::Zip - install Compress::Raw::Zlib - install Spreadsheet::XLSX - install Test::Tester - install Spreadsheet::ReadSXC - install Text::CSV - install Test::NoWarnings - install Text::CSV_PP - install File::Temp - install Text::CSV_XS - install Spreadsheet::Read - install LWP::UserAgent - install HTML::Entities - install HTML::Strip - install HTML::FormatText - install HTML::TreeBuilder - install Switch - install Time::Local - install MIME::Decoder - install Mail::POP3Client - install Mail::IMAPClient - install Mail::Message - install IO::Socket::SSL - install MIME::Base64 - install MIME::QuotedPrint - install Crypt::Eksblowfish::Bcrypt - install IO::Pty - install Net::SFTP::Foreign - then quit cpan, you are done 5. Go to http://asterisk.gnuinter.net/ and download the asterisk-perl module (backup link: http://download.vicidial.com/packages/asterisk-perl-0.08.tar.gz) NOTE: Do NOT use the 0.09 or any newer version, they do not work with VICIDIAL - to install this directly on the command line type: - cd /usr/local - wget http://asterisk.gnuinter.net/files/asterisk-perl-0.08.tar.gz - gunzip asterisk-perl-0.08.tar.gz - tar xvf asterisk-perl-0.08.tar - cd asterisk-perl-0.08 - perl Makefile.PL - make all - make install - you are done SUBPHASE 3.3: Installing other utilities Sox is an audio utility that allows you to mix audio files together at their start point into one file. it is necessary for Asterisk recordings that record in and out as separate files *REQUIRED* (needed for recording mixing) 1. Go to http://sourceforge.net/projects/sox/ and download the sox package - to install this directly on the command line type: - cd /usr/local - cd /usr/local - wget http://easynews.dl.sourceforge.net/sourceforge/sox/sox-14.0.1.tar.gz - gunzip sox-14.0.1.tar.gz - tar xvf sox-14.0.1.tar - cd sox-14.0.1 - ./configure --disable-shared - make (if alsa.o errors add --disable-alsa-dsp to configure and redo) - make install - you are done LAME is an MP3 encoder used to convert audio files from WAV to MP3. We prefer GSM usually, but some users have standardized on MP3 so they would need this utility to be loaded to use that option. *OPTIONAL* (only needed if you will be converting recordings to MP3) 2. Go to http://lame.sourceforge.net/ and download the lame package - to install this directly on the command line type: - cd /usr/local -wget http://easynews.dl.sourceforge.net/sourceforge/lame/lame-3.96.1.tar.gz -gunzip lame-3.96.1.tar.gz -tar xvf lame-3.96.1.tar -cd lame-3.96.1 -./configure -make -make install - you are done Screen is a terminal emulator that allows you to run a process as command line and be able to detach from them('Ctrl+a' then 'd') and log all output of the terminal to a screenlog file if desired(add a '-L' to the launching command). In our installations this is how we launch Asterisk upon startup and still have the ability to log output and still attach to the screen that executed asterisk originally. *REQUIRED* *MANDITORY FOR VICIDIAL SERVERS* 3. Go to http://www.gnu.org/software/screen/ and download the screen package - to install this directly on the command line type: - cd /usr/local - wget http://ftp.gnu.org/gnu/screen/screen-4.0.2.tar.gz or for older version: - wget http://mirrors.kernel.org/gnu/screen/screen-3.9.15.tar.gz - gunzip screen-4.0.2.tar.gz - tar xvf screen-4.0.2.tar - cd screen-4.0.2 - ./configure - make - make install - you are done ttyload is a simple terminal application that shows the processor load in a graphical time-based scrolling graph. We use it to view how loaded the system is and it visualizes load spikes very well *OPTIONAL* (only for obsessive admins like me) 4. Go to http://www.daveltd.com/src/util/ttyload/ and download the ttyload package - to install this directly on the command line type: - cd /usr/local - wget http://www.daveltd.com/src/util/ttyload/ttyload-0.4.4.tar.gz - gunzip ttyload-0.4.4.tar.gz - tar xvf ttyload-0.4.4.tar - cd ttyload-0.4.4 - make - ln -s /usr/local/ttyload-0.4.4/ttyload /usr/bin/ttyload - you are done ntpd is the network time protocol daemon that matches the time on your machine with the time of a master server somewhere in the world. We use it to make sure the time is the same on our client computers and our servers. *MANDITORY FOR VICIDIAL SERVERS* (install on server and all clients) 5. Go to http://www.ntp.org/ and download the ntpd package - to install this directly on the command line type: - cd /usr/local - wget http://www.eecis.udel.edu/~ntp/ntp_spool/ntp4/ntp-4.2/ntp-4.2.2p3.tar.gz If you get compilation errors here try 4.1.2: - wget http://www.eecis.udel.edu/~ntp/ntp_spool/ntp4/ntp-4.1.2.tar.gz - gunzip ntp-4.2.2p3.tar.gz - tar xvf ntp-4.2.2p3.tar - cd ntp-4.2.2p3 - ./configure - make - make install - vi /etc/ntp.conf (change to just 1 line: "server ntp.myfloridacity.us") - cp /etc/ntp.conf /etc/ntpd.conf # just to be sure - /usr/local/bin/ntpdate -u pool.ntp.org # initial sync - /usr/sbin/ntpd # run it - you are done iftop is a good console bandwidth visualization tool that shows you active connections, where they are going to/from and how much of your precious bandwidth they are using. *OPTIONAL* NOTE: another good network analysis utility is "iptraf" and is on most system 6. Go to http://www.ex-parrot.com/~pdw/iftop/ and download the package - to install this directly on the command line type: - cd /usr/local - wget http://www.tcpdump.org/release/libpcap-0.9.4.tar.gz - gunzip libpcap-0.9.4.tar.gz - tar xvf libpcap-0.9.4.tar - cd libpcap-0.9.4 - ./configure - make - make install - cd /usr/local - wget http://www.ex-parrot.com/~pdw/iftop/download/iftop-0.17.tar.gz - gunzip iftop-0.17.tar.gz - tar xvf iftop-0.17.tar - cd iftop-0.17 - ./configure - make - make install - iftop - you are done ploticus is a free graph creation package that allows you to create line graphs within PNG files simply by creating a config file and a data file. We use this package along with the included PHP script to generate server performance graphs that can be displayed real-time on a web page. *OPTIONAL* (only needed for server performance graphing web reports) 7. Go to http://ploticus.sourceforge.net/ and download the package - to install this directly on the command line type: NOTE: you may have to edit the Makefile to remove X11 if you don't have it - cd /usr/local - wget http://superb-west.dl.sourceforge.net/sourceforge/ploticus/pl240src.tar.gz - gunzip pl240src.tar.gz - tar xvf pl240src.tar - cd pl240src/src/ - make clean - make - make install - you are done NOTE: uncomment these lines to compile on systems without X11(v232): NOXFLAG = -DNOX11 XLIBS = XOBJ = NOTE: for the graphics to work on the AST_server_performance page you will need the 'pl' script to be linked or copied into your htdocs/vicidial/ploticus directory NOTE: you may need to edit the Makefile for ploticus if you do not have X11 openssh is a remote login protocol server that is always a good idea to have updated on your system, so we're going to install a new version now. *OPTIONAL* (only updated as a precaution, not manditory) [NOTE: newer zlib is needed before installing] 8. Go to http://www.openssh.org/ and download the linux source for openssh - to install this directly on the command line type: - cd /usr/local - wget http://www.zlib.net/zlib-1.2.3.tar.gz - gunzip zlib-1.2.3.tar.gz - tar xvf zlib-1.2.3.tar - cd zlib-1.2.3 - ./configure - make - make install - cd /usr/local - wget http://ftp.arcane-networks.fr/pub/OpenBSD/OpenSSH/portable/openssh-5.2p1.tar.gz - gunzip openssh-5.2p1.tar.gz - tar xvf openssh-5.2p1.tar - cd openssh-5.2p1 - ./configure - make - make install - you are done openssl is the open-source SSL libraries package, and to install a fake SSL cert locally and have it work with apache, you need it installed on your machine *OPTIONAL* (only install openssl if you want to use SSL secured web pages on your locally installed copy of Apache web server) 9. Go to http://www.openssl.org/ and download the linux source for openssl - to install this directly on the command line type: - cd /usr/local - wget http://www.openssl.org/source/openssl-0.9.8j.tar.gz - gunzip openssl-0.9.8j.tar.gz - tar xvf openssl-0.9.8j.tar - cd openssl-0.9.8j - ./config - make - make install - you are done apache is a web server that allows you to use many different modules with it to extend it's functionality. In order to use some of the astguiclient functionalities we need to have Apache and PHP installed on this machine. *OPTIONAL* (only install Apache and PHP locally if you don't want to use an installation on another machine) 10. Go to http://www.apache.org/ and download the apache unix source Go to http://www.php.net/ and download the php unix source code - to install this directly on the command line type: - cd /usr/local - wget http://mirror.nyi.net/apache/httpd/httpd-2.2.11.tar.gz - gunzip httpd-2.2.11.tar.gz - tar xvf httpd-2.2.11.tar - wget http://us2.php.net/distributions/php-5.2.9.tar.gz - gunzip php-5.2.9.tar.gz - tar xvf php-5.2.9.tar - cd httpd-2.2.11 - ./configure --enable-so --with-apxs2 - make - make install - cd ../php-5.2.9 - ./configure --with-apxs2=/usr/local/apache2/bin/apxs --with-mysql - make - make install - cp php.ini-dist /usr/local/lib/php.ini NOTE: you will want to make sure NOTICE logging is turned off: error_reporting = E_ALL & ~E_NOTICE ; (this is default) !!! REQUIRED !!! be sure the memory limit for scripts in php.ini is AT LEAST 48M: memory_limit = 48M Make sure short tags are enabled: short_open_tag = On some other fields to change if using web-based lead loader: max_execution_time = 330 max_input_time = 360 post_max_size = 48M upload_max_filesize = 42M default_socket_timeout = 360 - vi /usr/local/apache2/conf/httpd.conf add the following lines: "AddType application/x-httpd-php .php .phtml" "LoadModule php4_module libexec/libphp5.so" or "LoadModule php4_module modules/libphp5.so" modify the index.html line and add index.php to the list to disable logging, change: "CustomLog logs/access_log common" to this: "CustomLog /dev/null common" to enable web browsing of Recordings on Asterisk server, add this: Alias /RECORDINGS/ "/var/spool/asterisk/monitorDONE/" Options Indexes MultiViews AllowOverride None Order allow,deny Allow from all Forcetype application/forcedownload - /usr/local/apache2/bin/apachectl start - go to http://your-new-asterisk-server-ipaddress/ to see if it worked - you are done NOTE: If using PHP5 you may need to add the following line to php.ini: short_open_tag = On OPTIONAL- Load eAccelerator PHP-caching application: Even so this is technically an optional part, it is strongly recommended that you install eAccelerator since it will slash PHPs processing power requirements greatly. Without eAccelerator load on the system can be ten times as high, which can cause all kinds of problems, this is especially true for single system setups. - Go to http://eaccelerator.net and download the most recent package - cd /usr/local - wget http://bart.eaccelerator.net/source/0.9.5/eaccelerator-0.9.5.3.zip - unzip eaccelerator-0.9.5.3.zip - cd eaccelerator-0.9.5.3 - export PHP_PREFIX="/usr/local" - $PHP_PREFIX/bin/phpize - ./configure --enable-eaccelerator=shared --with-php-config=$PHP_PREFIX/bin/php-config - make - make install - vi /usr/local/lib/php.ini Add the following lines to the dynamic extensions section of php.ini: (you may need to change the extension location depending on your install of php) zend_extension="../../../usr/local/eaccelerator-0.9.5/modules/eaccelerator.so" eaccelerator.shm_size="48" eaccelerator.cache_dir="/tmp/eaccelerator" eaccelerator.enable="1" eaccelerator.optimizer="1" eaccelerator.check_mtime="1" eaccelerator.debug="0" eaccelerator.filter="" eaccelerator.shm_max="0" eaccelerator.shm_ttl="0" eaccelerator.shm_prune_period="0" eaccelerator.shm_only="0" eaccelerator.compress="1" eaccelerator.compress_level="9" - mkdir /tmp/eaccelerator - chmod 0777 /tmp/eaccelerator # to verify installation: - php -v NOTE: there is now a utility available to manage eaccelerator from a web interface: #> cd /usr/src/eaccelerator-0.9.5.3 #> cp control.php /srv/www/htdocs/eaccelerator_control.php #> cd /srv/www/htdocs/ #> vim eaccelerator_control.php Edit the following two lines: $user = "username"; $pw = "password"; #> vim /etc/php5/conf.d/eaccelerator.ini Add the following line: eaccelerator.allowed_admin_path = "/srv/www/htdocs/" balance is a load-balancing application for Linux that will allow you to spread the load of your web traffic across many servers. If you are running more than 70 agents on a single server you may want to install this application and build another cheap web server to handle the extra load. *OPTIONAL* 11. Go to http://balance.sourceforge.net to download the most recent source version - to install this directly on the command line type: - cd /usr/local - wget http://voxel.dl.sourceforge.net/sourceforge/balance/balance-3.34.tgz - gunzip balance-3.34.tgz - tar xvf balance-3.34.tar - cd balance-3.34 - make - make install - /usr/sbin/balance -f 81 localhost:80 10.10.10.16:80 That command will take port 81 traffic and send it evenly to the local server and the 10.10.10.16 server reducing the load and speeding up the applications. More info on balance: http://www.inlab.de/balance.pdf subversion is the new code control framework use by the Asterisk community. If you want to use the latest development code of Asterisk you will need to have this loaded on your system. *OPTIONAL* 12. Go to http://subversion.tigris.org to download the most recent source version - to install this directly on the command line type: - cd /usr/local - wget http://subversion.tigris.org/downloads/subversion-1.5.2.tar.gz - gunzip subversion-1.5.2.tar.gz - tar xvf subversion-1.5.2.tar - cd subversion-1.5.2 - ./configure - make - make install mtop is a great utility for real-time monitoring of mysql and the queries that are running in it. *OPTIONAL* 13. Go to http://mtop.sourceforge.net to download the most recent version - to install this directly on the command line type: - cd /usr/local - wget ftp://ftp.debian.nl/pub/freebsd/ports/distfiles/mtop-0.6.6.tar.gz - gunzip mtop-0.6.6.tar.gz - tar xvf mtop-0.6.6.tar - cd mtop-0.6.6 - cpan - install Curses - install Net::Domain - quit - perl Makefile.PL - make - make install - /usr/local/bin/mtop --dbuser=root --seconds=3 sipsak is an optional utility that VICIDIAL can use to send messages to an agent's SIP-based phone(like the Snom 320) to display text on their LCD screen. If you want to use this, make sure it is installed on the same server that your web server is installed on(Apache). *OPTIONAL* 14. Go to http://sipsak.org to download the most recent version - to install this directly on the command line, type: - cd /usr/local - wget http://download.berlios.de/sipsak/sipsak-0.9.6-1.tar.gz - gunzip sipsak-0.9.6-1.tar.gz - tar xvf sipsak-0.9.6-1.tar - cd sipsak-0.9.6-1 - ./configure - make - make install - /usr/local/bin/sipsak --version PHASE 4: INSTALLING ASTERISK OK, all the prep work is done, now it's time to start having fun with Asterisk. There are two basic ways to install Asterisk, an official release(at the time of this writing the recommended release is 1.4.21.2). These instructions are how we get our Asterisk system with it's T1 line installed with our Zoiper softphone. NOTE: If you want to use Asterisk 1.2, you will need to make sure that you set the servers table "asterisk_version" field to the proper version number and you can use the docs/conf_examples/extensions.conf.sample file for your default dialplan 1. follow these command line steps: mkdir /usr/src/asterisk-1.4 cd /usr/src/asterisk-1.4 wget http://downloads.digium.com/pub/asterisk/old-releases/asterisk-1.4.21.2.tar.gz wget http://downloads.digium.com/pub/zaptel/zaptel-1.4.12.1.tar.gz wget http://downloads.digium.com/pub/libpri/libpri-1.4.9.tar.gz tar xzf asterisk-1.4.21.2.tar.gz tar xzf zaptel-1.4.12.1.tar.gz tar xzf libpri-1.4.9.tar.gz cd libpri-1.4.9 make clean; make; make install cd ../zaptel-1.4.12.1 ./configure; make clean; make; make install cd ../asterisk-1.4.21.2 wget http://www.eflo.net/files/enter.h wget http://www.eflo.net/files/leave.h mv -f enter.h apps/enter.h mv -f leave.h apps/leave.h wget http://download.vicidial.com/asterisk-patches/1.4-gsm-gcc4.2.patch patch -p1 ./codecs/gsm/Makefile 1.4-gsm-gcc4.2.patch wget http://download.vicidial.com/conf/res_agi_defunct.patch patch -p1 < res_agi_defunct.patch File to patch: res/res_agi.c cd apps/ rm -f app_waitforsilence.c wget http://download.vicidial.com/conf/app_waitforsilence.c cd ../channels/ rm chan_sip.c wget http://download.vicidial.com/conf/chan_sip.c cd ../ ./configure; make clean; make; make install # this makes sample conf files (only use for new installs) make samples modprobe zaptel - modprobe zaptel # this loads the zaptel module - install the module for the digium device that you are using, we are using the T100P single span T1 card so we use: - modprobe wct1xxp or if you have no timer, just "modprobe ztdummy" Here's the list of all digium cards and the modules you use with them: Card Module ----------------- TDM400P wctdm X100P wcfxo TDM* wcfxs S100U wcusb T100P wct1xxp E100P wct1xxp T400P tor2 E400P tor2 TE110P wcte11xp TE410P wct4xxp TE405P wct4xxp TE411P wct4xxp TE406P wct4xxp TE210P wct2xxp TE205P wct2xxp TDM2400P wctdm24xxp - If you have chosen a Sangoma T1/E1 or analog card, you will need to follow their instructions for installation of their driver software LATEST Sangoma Wanpipe drivers: ftp://ftp.sangoma.com/linux/current_wanpipe/wanpipe-3.3.9.tgz - now your asterisk installation is built and loaded and it's time to configure it. NOTES: If you want to install zttool diagnostics you may need the newt package installed: - wget http://download.vicidial.com/packages/newt-0.51.6.tar.gz - gunzip newt-0.51.6.tar.gz - tar xvf newt-0.51.6.tar - cd newt-0.51.6 - ./configure - make - make install - cd ../ - ln -s /usr/lib/libnewt.so.0.51.6 /usr/lib/libnewt.so.0.51 then go to your zaptel folder and do 'make zttool' Digium/Clone X100P EXAMPLE: Here is an example of a configuration where an X100P single FXO card is used for zaptel timing and not used for calling: NOTE: you can get an X100P through ebay for $10-$30 that will work with Asterisk /etc/zaptel.conf: loadzone=us defaultzone=us fxsks=1 /etc/asterisk/zapata.conf: [trunkgroups] [channels] context=unused signalling=fxs_ks channel => 1 Added this to the rc.local file: # Load zaptel drivers for x100p modprobe zaptel modprobe wcfxo If you will be doing native music-on-hold for your inbound calls, you will need musiconhold audio files to be converted to native formats like GSM, ULAW and ALAW: cd /var/lib/asterisk/mohmp3/ mpg123 -s --rate 44100 --mono /var/lib/asterisk/mohmp3/fpm-sunshine.mp3 > /var/lib/asterisk/mohmp3/fpm-sunshine.raw sox -r 44100 -w -s -c 1 fpm-sunshine.raw -r 8000 -c 1 fpm-sunshine.wav sox fpm-sunshine.wav -t gsm -r 8000 -b -c 1 fpm-sunshine.gsm sox fpm-sunshine.wav -t ul -r 8000 -b -c 1 fpm-sunshine.pcm mpg123 -s --rate 44100 --mono /var/lib/asterisk/mohmp3/fpm-calm-river.mp3 > /var/lib/asterisk/mohmp3/fpm-calm-river.raw sox -r 44100 -w -s -c 1 fpm-calm-river.raw -r 8000 -c 1 fpm-calm-river.wav sox fpm-calm-river.wav -t gsm -r 8000 -b -c 1 fpm-calm-river.gsm sox fpm-calm-river.wav -t ul -r 8000 -b -c 1 fpm-calm-river.pcm mpg123 -s --rate 44100 --mono /var/lib/asterisk/mohmp3/fpm-world-mix.mp3 > /var/lib/asterisk/mohmp3/fpm-world-mix.raw sox -r 44100 -w -s -c 1 fpm-world-mix.raw -r 8000 -c 1 fpm-world-mix.wav sox fpm-world-mix.wav -t gsm -r 8000 -b -c 1 fpm-world-mix.gsm sox fpm-world-mix.wav -t ul -r 8000 -b -c 1 fpm-world-mix.pcm mkdir ../orig-mp3 mv -f *.mp3 ../orig-mp3/ mkdir ../quiet-mp3 cd ../quiet-mp3 sox -r 44100 -w -s -c 1 ../mohmp3/fpm-sunshine.raw -r 8000 -c 1 fpm-sunshine.wav vol 0.25 sox fpm-sunshine.wav -t gsm -r 8000 -b -c 1 fpm-sunshine.gsm sox fpm-sunshine.wav -t ul -r 8000 -b -c 1 fpm-sunshine.pcm sox -r 44100 -w -s -c 1 ../mohmp3/fpm-calm-river.raw -r 8000 -c 1 fpm-calm-river.wav vol 0.25 sox fpm-calm-river.wav -t gsm -r 8000 -b -c 1 fpm-calm-river.gsm sox fpm-calm-river.wav -t ul -r 8000 -b -c 1 fpm-calm-river.pcm sox -r 44100 -w -s -c 1 ../mohmp3/fpm-world-mix.raw -r 8000 -c 1 fpm-world-mix.wav vol 0.25 sox fpm-world-mix.wav -t gsm -r 8000 -b -c 1 fpm-world-mix.gsm sox fpm-world-mix.wav -t ul -r 8000 -b -c 1 fpm-world-mix.pcm rm -f ../mohmp3/*.raw PHASE 5: CONFIGURING ASTERISK AND YOUR SIP PHONES As of the 2.0.5 release it is possible to configure SIP and IAX phones and carrier trunks without editing conf files, just by using the web administration interface. For more information on this, please read the VICIDIAL Manager Manual available at www.eflo.net In this phase we will configure the telco lines, the SIP phones, the extensions, meetme(conference calling) rooms, dialplan extensions and the voicemail boxes. After this phase your Asterisk system should be able to place and receive calls to and from the SIP phones you have installed over the telco lines you've hooked up. There are several things that we will not be showing how to do because Asterisk is extremely flexible and has so many different ways of being configured, that if we were to try to explain them all in this document it would be 99% asterisk configuration and be 20,000 lines long, and that would just be a barrier for those who just want to get it set up. The "Wiki" and the mailing list are two very good resources for finding answers if you run into problems configuring your system, here are links to them: The Wiki: http://www.voip-info.org/tiki-index.php The Lists: http://www.asterisk.org/index.php?menu=support I need to note that it is possible to install Asterisk and use astGUIclient applications with no Zaptel(Digium/Sangoma/Rhino/etc...) cards installed, but it is not recommended even if you are not going to use Zap trunks for your inbound- outbound calls with no real Zap devices, you would need to use a dummy timer (zt_dummy) based on you USB ports to get meetme conference rooms working properly and you may have other issues along the way. We would at least recommend getting a X100 or X101 board from Digium or a clone manufacturer so there is a dedicated hardware timer in place on your system. SUBPHASE 5.0: setting up your Asterisk configuration files 1. edit zaptel.conf - vi /etc/zaptel.conf There are many examples inside of the zaptel.conf file that is generated with the "make samples" command that we issued at the end of the last phase. There are many different parameters for the different telco line possibilities, because we are installing a T1 that is NON-PRI-isdn B8ZS ExtendedSuperframe(ESF) E&M Wink start and 24 channels, we will use the following settings for zaptel.conf: span=1,1,0,esf,b8zs e&m=1-24 loadzone = us defaultzone=us FOR A PRI YOU WOULD USE SOMETHING LIKE THIS: span=2,2,0,esf,b8zs bchan=25-47 dchan=48 2. edit zapata.conf - vi /etc/asterisk/zapata.conf There are also many examples of how to configure zapata.conf online. we decided to separate our T1 into two line groups to keep some incoming calls from being busy if we filled up all of our lines. Here's what we used(you can set echocancel=no if you are using PRIs): [channels] group=1 language=en signalling=em_w usecallerid=yes callerid=asreceived context=default echocancel=64 echocancelwhenbridged=yes rxgain=1.0 txgain=1.0 channel => 1-2 group=2 language=en signalling=em_w usecallerid=yes callerid=asreceived context=default echocancel=64 echocancelwhenbridged=yes rxgain=1.0 txgain=1.0 channel => 3-24 FOR A PRI YOU WOULD USE SOMETHING LIKE THIS: group=3 language=en signalling=pri_net usecallerid=yes callerid=asreceived callprogress=no busydetect=no context=default echocancel=64 echocancelwhenbridged=yes rxgain=1.0 txgain=1.0 channel => 25-47 3. edit sip.conf !!!!! IMPORTANT NOTE !!!!! As of the 2.0.5 release it is possible to configure SIP and IAX phones and carrier trunks without editing conf files, just by using the web administration interface. For more information on this, please read the VICIDIAL Manager Manual available at www.eflo.net - vi /etc/asterisk/sip.conf here is where we will edit the configuration of our SIP compatible phone devices. As stated at the beginning, we will be setting up a Grandstream Budgetone 102 phone and a Sipura/Linksys SPA-2000 adapter with two analog phones connected(each with it's own extension). Here are the settings we used to set each of them up: [general] port = 5060 bindaddr = 0.0.0.0 context = default ; register SIP account on remote machine if using SIP trunks ; register => testSIPtrunk:test@10.10.10.16:5060 ; ; setup account for SIP trunking: ; [SIPtrunk] ; disallow=all ; allow=ulaw ; allow=alaw ; type=friend ; username=testSIPtrunk ; secret=test ; host=10.10.10.16 ; dtmfmode=inband ; qualify=1000 [gs102] disallow=all allow=ulaw allow=alaw type=friend username=gs102 secret=test host=dynamic dtmfmode=inband defaultip=10.10.10.16 qualify=1000 mailbox=102 [spa2000] disallow=all allow=ulaw allow=alaw type=friend username=spa2000 secret=test host=dynamic dtmfmode=inband defaultip=10.10.10.17 qualify=1000 mailbox=2000 [spa2001] disallow=all allow=ulaw allow=alaw type=friend username=spa2001 secret=test host=dynamic dtmfmode=inband defaultip=10.10.10.17 qualify=1000 mailbox=2001 4. edit meetme.conf - vi /etc/asterisk/meetme.conf This is known as the conference calling configuration file. We are just going to add two conferences(one without a pin number and one with a pin number required for entry): [rooms] conf => 8600 conf => 8601,1234 5. edit iax.conf !!!!! IMPORTANT NOTE !!!!! As of the 2.0.5 release it is possible to configure SIP and IAX phones and carrier trunks without editing conf files, just by using the web administration interface. For more information on this, please read the VICIDIAL Manager Manual available at www.eflo.net - vi /etc/asterisk/iax.conf This is the IAX configuration file, below is a very simple config for having two Asterisk servers connect natively to each other, if you will be using this, make sure to add the optional lines included after the extensions.conf section. Also, there is an account setup here for a firefly IAX softphone to use.(details on that later) * IMPORTANT NOTE * if you plan to use IAX2 trunks for VICIDIAL outbound dialing you must register with the remote IAX2 server through the iax.conf file, not just in the Dial or TRUNK line of the extensions.conf dialplan. [general] bindport=4569 iaxcompat=yes bandwidth=high allow=all allow=gsm ; Always allow GSM, it's cool :) jitterbuffer=no tos=lowdelay register => ASTtest1:test@10.10.10.16:4569 [ASTtest2] type=friend accountcode=IAXtrunk2 context=default auth=plaintext host=dynamic permit=0.0.0.0/0.0.0.0 secret=test disallow=all allow=ulaw qualify=yes [firefly01] type=friend accountcode=firefly01 context=default auth=plaintext host=dynamic permit=0.0.0.0/0.0.0.0 secret=test disallow=all allow=gsm qualify=yes ##### EXAMPLE - This is a config example for setting up Binfone service(http://www.binfone.com) NOTE: The "1112223333" is your iax username. When you signup, Binfone creates a default IAX username for you, (a 5 digit number, usually, starting with a 1). This works for most customers. Folks that want inbound then also sign up for DIDs, each of which has its own IAX username. (Which is the 10 digit DID). Each username has its own password which is managed through their web interface. NOTE: If you will be using the G729 codec through binfone there is now a dedicated G729 gateway that only handles G729 calls. Please use this address to register to if you plan on using G729 as your codec: iax-g729.binfone.com iax.conf: [general] register => 1112223333:PASSWORD@iax.binfone.com [1112223333] auth=md5 type=friend username=1112223333 secret=PASSWORD host=iax.binfone.com context=incoming-IAX-context-in-extensions.conf extensions.conf: [global] TRUNKBINFONE=IAX2/1112223333:PASSWORD@iax.binfone.com ; IAX trunk interface [default] exten => _91NXXNXXXXXX,1,AGI(agi://127.0.0.1:4577/call_log) exten => _91NXXNXXXXXX,2,Dial(${TRUNKIAX}/${EXTEN:1},55,o) exten => _91NXXNXXXXXX,3,Hangup [incoming] exten => 1112223333,1,AGI(agi://127.0.0.1:4577/call_log) exten => 1112223333,2,Dial(sip/gs102,55,o) exten => 1112223333,3,Hangup dnsmgr.conf: # It is very helpful to enable dnsmgr [general] enable=yes ; enable creation of managed DNS lookups refreshinterval=300 ; refresh managed DNS lookups every seconds ##### END EXAMPLE 6. edit voicemail.conf !!!!! IMPORTANT NOTE !!!!! As of release 2.2.0 it is now possible to configure voicemail and musiconhold without editing conf files, just by using the web administration interface. For more information on this, please read the VICIDIAL Manager Manual available at www.eflo.net - vi /etc/asterisk/voicemail.conf This is where we set up the voicemail boxes for the extensions that we have set up: [general] format=wav49|gsm|wav serveremail=asterisk attach=yes skipms=3000 maxsilence=10 silencethreshold=128 maxlogins=3 [zonemessages] eastern=America/New_York|'vm-received' Q 'digits/at' IMp central=America/Chicago|'vm-received' Q 'digits/at' IMp central24=America/Chicago|'vm-received' q 'digits/at' H 'digits/hundred' M 'hours' [default] 102 => 102,Grandstream Mailbox,root@localhost 2000 => 2000,Sipura Mailbox 1 2001 => 2001,Sipura Mailbox 2 3001 => 3001,Firefly Mailbox 1 7. edit manager.conf - vi /etc/asterisk/manager.conf This is where we set up remote logins to the asterisk manager interface, to allow sending of Action commands from remote connections to the Asterisk server, this will be important for the astguiclient applications so let's set that up now: [general] enabled = yes port = 5038 bindaddr = 0.0.0.0 [cron] secret = 1234 read = system,call,log,verbose,command,agent,user write = system,call,log,verbose,command,agent,user [updatecron] secret = 1234 read = command write = command [listencron] secret = 1234 read = system,call,log,verbose,command,agent,user write = command [sendcron] secret = 1234 read = command write = system,call,log,verbose,command,agent,user 8. edit logger.conf - vi /etc/asterisk/logger.conf This file determines the messages that are logged to the console and the /var/log/asterisk/messages file. We usually turn on full logging to the messages file to more easily diagnose any problems that we may run into, the problem with this is that is does produce very large files, so be warned: [logfiles] console => notice,warning,error messages => notice,warning,error,debug,verbose 9. edit extensions.conf - vi /etc/asterisk/extensions.conf !!!!! IMPORTANT NOTE !!!!! You should be using the sample extensions.conf that is included with the release of VICIDIAL that you installed. There is also an auto-generated extensions-vicidial.conf file that contains dynamic dialplan entries. 10. edit dnsmgr.conf: # It is very helpful to enable dnsmgr [general] enable=yes ; enable creation of managed DNS lookups refreshinterval=300 ; refresh managed DNS lookups every seconds 11. Now that you have configured Asterisk, it is time to try to start it for the first time. - First make sure that your T1 line(or other telco line) is connected to the digium card. - next type the following at the command prompt: "ztcfg -vvvvvv" - you should see a confirmation that the Zaptel device has loaded - now you can launch asterisk with the following command: "asterisk -vvvvvvvvvvvvgc" - you should see a lot of messages scroll by and at the end you should be given a CLI> prompt if everything loaded OK. To get out of Asterisk you can type "stop now". Now that you are sure it is running you can either run it in a separate terminal window or use the start_asterisk_boot.pl that you will install with astguiclient to start Asterisk: /usr/share/astguiclient/start_asterisk_boot.pl SUBPHASE 5.1: setting up your SIP phones You will need to follow the instructions for the phones that you are using with your system, but here's the way to set up a Grandstream 102 and a Linksys/Sipura SPA-2000 1. Here are basic instructions for setting up a Grandstream BT 102: - On the phone plug it in to power only at first and follow these instructions: - wait for the phone to boot up and press the MENU button - go through the menu screens with the menu key and the up/down arrow keys to move from setting to setting. We are setting the following values: - DHCP OFF - IP Addr: 010.010.010.016 - Subnet: 255.255.000.000 - router: 010.010.010.001 - dnS: 010.010.010.001 - tftp: we leave this blank for now - menu 7 we change the codec to G-711u - now wait 10 seconds and unplug the power and plug it back in - you can also plug the network cable into the LAN port on the phone - at this time you can go to your workstation and open a new web browser - go to http://10.10.10.16/ the password is "admin" - here is where you will enter in the configuration details for the phone to register with the Asterisk server - SIP server: 10.10.10.15 - SIP user ID: gs102 - Authenticate ID: gs102 - Password: test - Name: gs102 - Voice Mail UserID: 102 - Send DTMF: in-audio - NTP Server: tick.mit.edu - then click update, click review changes, and click reboot - your phone should now be able to register with the Asterisk server. If you still have your console screen up you should see a registration message appear telling you that gs102 has registered. 2. Here are the basic instructions for setting up a Sipura SPA-2000 analog adapter with 2 lines. - Plug power and two analog phones into the adapter. - pick up the phone plugged into line1 and press **** to enter admin menu - press 101# then 0# to disable DHCP - press 111# then 10*10*10*17# to change the IP address - press 121# then 255*255*0*0# to change the subnet mask - press 131# then 10*10*10*1# to change the default gateway - hang up the phone, unplug the power, plug in the network cable and plug in the power cable - now you can go the the admin website: http://10.10.10.17/admin/advanced - you will need to make these setting changes: - click on the "Line 1" tab at the top and change the following values: - Proxy: 10.10.10.15 - Display Name: spa2000 - userID: spa2000 - password: test - authID: spa2000 - change the dialplan to the following: (*xx|xxx|xxxx|xxxxx|xxxxxx|xxxxxxx|xxxxxxxx|xxxxxxxxxxx|xxxxxxxxxxxx|xxxxxxxxxxxxxxx|xxxxxxxxxxxxxxxx.) - then click the "submit all changes" button at the bottom of the page and your first phone line should work now - to register the second line, simply click on the "Line 2" tab and go through the above steps except use spa2001 instead of spa2000 for the use IDs 3. Now both of your phone devices are set up and you can try making phone calls between the three phones SUBPHASE 5.2: setting up an IAX2 phone This is optinal and we won't go into too much detail about this, but currently there are several IAX hard and softphones on the market and more are coming every month. Follow the instructions with the IAX phone you have chosen and follow the steps below: 1. Add an entry into your iax.conf file like below if you have not already [firefly01] type=friend accountcode=firefly01 context=default auth=plaintext host=dynamic permit=0.0.0.0/0.0.0.0 secret=test qualify=yes 2. Add an entry into your extensions.conf file like below if it is not in there ; Extension 3001 rings IAX phone exten => 301,1,Dial(IAX2/firefly01@firefly01/s) exten => 301,2,Voicemail,u301 ; Send to voicemail... 3. Download Firefly 3rd party, or IDEfisk for Windows or Linux: - http://www.virbiage.com/firefly/download/firefly-thirdparty.exe MIRRORS: - http://mirror.isp.net.au/ftp/pub/firefly/firefly-thirdparty.exe - http://download.vicidial.com/softphones/firefly-thirdparty.exe IDEFISK: - http://www.asteriskguru.com/idefisk/ - Install the application - Launch Firefly Softphone - click the "I wish to connect to a 3rd party network" button - Enter in network name: Asterisk - Select IAX2 as the protocol - enter in your server address: "10.10.10.15" in our case - enter login and pass: "firefly01" and "test" for in our case - click OK and you should be logged in and can place calls SUBPHASE 5.3: setting up a Zap phone This is optinal and we won't go into too much detail about this either, there are a few ways to use Zap devices as phones on your Asterisk system: Zaptel phone cards, Channel Banks going through Zaptel T1 card, outside line call coming in going through Zaptel line card. There isn't much to do but set your Zaptel config files up and put entries into your extensions.conf file: 1. Add an entry into your extensions.conf file like below ; Extension 4001 rings Zap phone exten => 4001,1,Dial,Zap/1|30| ; ring Zap device 1 exten => 4001,2,Voicemail,u4001 ; Send to voicemail... PHASE 6: INSTALLING ASTGUICLIENT AND VICIDIAL Now that Asterisk is installed and running we can add the astGUIclient and VICIDIAL components to the system. SUBPHASE 6.0: putting the files in place There are two methods for downloading astGUIclient/VICIDIAL, a release and SVN 1. Go to http://astguiclient.sf.net/ and download the latest astguiclient package(as of this writing it is 2.2.0) - for 2.0.X release: - mkdir /usr/src/astguiclient - cd /usr/src/astguiclient - wget http://internap.dl.sourceforge.net/sourceforge/astguiclient/astguiclient_2.2.0.zip - unzip astguiclient_2.2.0.zip - perl install.pl (make sure you are in the directory with the install.pl file) - for SVN 2.2.0 branch: - mkdir /usr/src/astguiclient - cd /usr/src/astguiclient - svn checkout svn://svn.eflo.net:3690/agc_2-X/branches/agc_2.2.0 - cd agc_2.2.0 - perl install.pl - for SVN 2.4 trunk: - mkdir /usr/src/astguiclient - cd /usr/src/astguiclient - svn checkout svn://svn.eflo.net:3690/agc_2-X/trunk - cd trunk - perl install.pl select to do interactive setup and customize to your server NOTE: if this is a fresh install, it is strongly suggested that you select 'Y' to copy the sample conf files. - there is one more file you need that's not included with the download package, it's the conf.gsm file(this is the half-hour music file that we use to put people on hold). I have a free classical music file that is available free for download at the following two sites: http://download.vicidial.com/sounds/conf.gsm http://astguiclient.sf.net/conf.gsm Once you have downloaded it, you will need to copy it to this folder: /var/lib/asterisk/sounds/ Then you will need to execute this command to copy it as the park file 'cp /var/lib/asterisk/sounds/conf.gsm /var/lib/asterisk/sounds/park.gsm' Here are the steps spelled out: cd /var/lib/asterisk/sounds wget http://download.vicidial.com/sounds/conf.gsm cp conf.gsm park.gsm - you are done SUBPHASE 6.1: creating the MySQL "asterisk" database we will create the database and add a few initial records so that we can use the administrative web interface. Since this is a new install it is easier to use our new mysql script file to add the tables to the database: 1. at the command prompt type go to the mysql client: /usr/local/mysql/bin/mysql 2. type the following into the mysql client prompt: (make sure you put your IP address in place of "10.10.10.15" in the queries below) ######------ BEGIN Mysql data entry(you can copy and paste this into terminal) # create database asterisk; NOTE: if you will be using lead files with a language that does not use the standard latin character set then you will want to use UTF8 for your default characterset in the MySQL database. This requires at least MySQL 5.0.X and you can use the following query to create the database: CREATE DATABASE `asterisk` DEFAULT CHARACTER SET utf8 COLLATE utf8_unicode_ci; GRANT SELECT,INSERT,UPDATE,DELETE,LOCK TABLES on asterisk.* TO cron@'%' IDENTIFIED BY '1234'; GRANT SELECT,INSERT,UPDATE,DELETE,LOCK TABLES on asterisk.* TO cron@localhost IDENTIFIED BY '1234'; GRANT RELOAD ON *.* TO cron@'%'; GRANT RELOAD ON *.* TO cron@localhost; GRANT ALTER,CREATE on asterisk.* TO custom@'%' IDENTIFIED BY 'custom1234'; GRANT ALTER,CREATE on asterisk.* TO custom@localhost IDENTIFIED BY 'custom1234'; flush privileges; # To make sure that new processes can connect to the Database under load we should # increase the global connect_timeout SET GLOBAL connect_timeout=60; # NOTE: make sure you do NOT put any spaces or other punctuation in the # server_id, phone, extension, or user fields in the queries below if you edit them. use asterisk; \. /usr/src/astguiclient/trunk/extras/MySQL_AST_CREATE_tables.sql or you may need to run this if you get an error: \. /usr/src/astguiclient/agc_2.2.0/extras/MySQL_AST_CREATE_tables.sql \. /usr/src/astguiclient/astguiclient/MySQL_AST_CREATE_tables.sql ### to load in default IAX and SIP phone accounts run the following query \. /usr/src/astguiclient/trunk/extras/sip-iax_phones.sql or you may need to run this if you get an error: \. /usr/src/astguiclient/agc_2.2.0/extras/sip-iax_phones.sql \. /usr/src/astguiclient/astguiclient/sip-iax_phones.sql ### to load the initial server values for this first system install \. /usr/src/astguiclient/trunk/extras/first_server_install.sql or you may need to run this if you get an error: \. /usr/src/astguiclient/agc_2.2.0/extras/first_server_install.sql \. /usr/src/astguiclient/astguiclient/first_server_install.sql quit to populate the timezone/country table run this command from command line: - /usr/share/astguiclient/ADMIN_area_code_populate.pl to load the performance testing leads run these commands: - cp /usr/src/astguiclient/trunk/extras/performance_test_leads.txt /usr/share/astguiclient/LEADS_IN/ or - cp /usr/src/astguiclient/agc_2.2.0/extras/performance_test_leads.txt /usr/share/astguiclient/LEADS_IN/ - cp /usr/src/astguiclient_2.2.0/trunk/extras/performance_test_leads.txt /usr/share/astguiclient/LEADS_IN/ - /usr/share/astguiclient/VICIDIAL_IN_new_leads_file.pl --forcelistid=107 --forcephonecode=1 ######------ END Mysql data entry ------###### NOTE: If you will be using channelbanks for agent phones you can use the /extras/single_channelbank_phones.sql file to help enter the phones table entries. NOTE: If you will be using IAX or SIP phones for agent phones you can use the /extras/sip-iax_phones.sql file to help enter the phones table entries. NOTE: if you are not installing using default user/pass or have MySQL on another server, you will need to edit either the /etc/astguiclient.conf file or the dbconnect.php files in the astguiclient, vicidial and agc directories of your webroot. 3. Enter the vicidial administration page: http://10.10.10.15/vicidial/admin.php NOTE: if you click on the Logout button you must leave the user/pass empty and click OK - Here you will enter the login and password that you inserted into the mysql database in the vicidial_users table (subphase 6.1 [6666/1234]) - Now that you are logged into the astGUIclient administration system we can add a new phone entry for each of the sipura lines we created. - click on the "Admin" link at the top, then the "ADD PHONE" link below that and enter in the proper information for each of the new phone lines. Here's what we entered for spa2000: - Phone extension: spa2000 - Dialplan Number: 2000 - Voicemail Box: 2000 - Phone IP address: 10.10.10.17 - Computer IP address: 10.10.9.17 - Server IP: 10.10.10.15 - Login: spa2000 - Password: test - Conf File Secret: test - Status: ACTIVE - Active Account: Y - Phone Type: Sipura SPA-2000 line 1 - Full Name: Sipura line 1 test - Company: TEST - Picture: - for the next phone simply replace 2000 with 2001 in the above example - now your phones are all all set up in the astguiclient system and you can use this website to add new phones to be used with astguiclient and monitor the number of calls people are making. - now your database is set up for the astguiclient conferences which will allow you to have over 6 remote parties that you called from your GUI client application in one conference. - click on the "LIST ALL SERVERS" link at the top then click on the server to modify. Verify that the GMT time zone and all other fields are what you want them to be. There is a setting(Max VICIDIAL Trunks) that can be modified to limit the number of VICIDIAL outbound trunks that will be allowed to use on this server. 4. **OPTIONAL** For IAX clients you will need to use full phone name as the extension on the admin page entry: "firefly01@firefly01" for our IAX phone example previously. And do not forget to set the protocol on this page to IAX2 5. **OPTIONAL** For Zap clients you will need to use full Zap Channel name as the extension on the admin page entry: "1-1" for our Zap phone example previously. And do not forget to set the protocol on this page to Zap SUBPHASE 6.2: making additions to your Asterisk conf files Now that the database is set up and our phones have entries in the system we can make the additions to the running Asterisk system that will allow astguiclient to work with it. !!!!! IMPORTANT NOTE !!!!! Again, if you have selected to use the sample conf files during installation then you do not have to add any of these lines to your conf files, they should already be included. There is also an auto-generated extensions-vicidial.conf file that contains dynamic dialplan entries. 1. Add the call_log entries to all incoming/outgoing extensions entries: - here is how our sample dialplan changes for adding call_log entries(only effected extension groups are show): ######------ START extensions.conf changes for call_log ------###### ##### This 'h' exten is VERY important for VICIDIAL usage, ##### you will have problems if it is not in your dialplan! exten => h,1,DeadAGI(agi://127.0.0.1:4577/call_log--HVcauses--PRI-----NODEBUG-----${HANGUPCAUSE}-----${DIALSTATUS}-----${DIALEDTIME}-----${ANSWEREDTIME}) ; MANDITORY VDAD extens: ; In this setup, the serverIP is the prefix followed by agent conf_exten ; These lines are REQUIRED for VICIDIAL to work properly ; local server extens: ; BE SURE TO CHANGE THIS LINE FOR YOUR IP ADDRESS! exten => _010*010*010*015*.,1,Goto(default,${EXTEN:16},1) exten => _8600XXX*.,1,AGI(agi-VDADfixCXFER.agi) exten => _78600XXX*.,1,AGI(agi-VDADfixCXFER.agi) ; Local blind monitoring exten => _08600XXX,1,Dial(${TRUNKblind}/6${EXTEN:1},55,To) ; OPTIONAL server 2 extens, needed for load balancing: exten => _010*010*010*016*.,1,Dial(${TRUNKIAX2}/${EXTEN:16},55,o) ; Extension 3429 - Inbound 800 number (1-800-555-3429) exten => _**3429,1,Ringing exten => _**3429,2,AGI(agi://127.0.0.1:4577/call_log) exten => _**3429,3,Answer exten => _**3429,4,Dial,sip/spa2000&sip/spa2001,30,to exten => _**3429,5,Voicemail,u2000 ; Extension 3429 - with ANI [callerID] exten => _*NXXNXXXXXX*3429,1,Ringing exten => _*NXXNXXXXXX*3429,2,AGI(agi://127.0.0.1:4577/call_log) exten => _*NXXNXXXXXX*3429,3,Answer exten => _*NXXNXXXXXX*3429,4,Dial,sip/spa2000&sip/spa2001,30,to exten => _*NXXNXXXXXX*3429,5,Voicemail,u2000 ; Extension 7275551212 - Inbound local number from PRI with 10 digit delivery ; SEE extensions.conf.sample-1.4 for changes needed for use with Asterisk 1.4 exten => 7275551212,1,Ringing exten => 7275551212,2,Wait(1) exten => 7275551212,3,AGI(agi://127.0.0.1:4577/call_log--fullCID--${EXTEN}-----${CALLERID}-----${CALLERIDNUM}-----${CALLERIDNAME}) exten => 7275551212,4,Answer exten => 7275551212,5,Dial,sip/spa2000&sip/spa2001,30,to exten => 7275551212,6,Voicemail,u2000 ; This 'o' Dial flag is VERY important for VICIDIAL on outbound calls, ; dial a long distance outbound number to the UK exten => _901144XXXXXXXXXX,1,AGI(agi://127.0.0.1:4577/call_log) exten => _901144XXXXXXXXXX,2,Dial(${TRUNKX}/${EXTEN:1},55,tTo) exten => _901144XXXXXXXXXX,3,Hangup ; dial a long distance outbound number to Australia exten => _901161XXXXXXXXX,1,AGI(agi://127.0.0.1:4577/call_log) exten => _901161XXXXXXXXX,2,Dial(${TRUNKX}/${EXTEN:1},,tTo) exten => _901161XXXXXXXXX,3,Hangup ; Extensions for performance testing exten => _91999NXXXXXX,1,AGI(agi://127.0.0.1:4577/call_log) exten => _91999NXXXXXX,2,Dial(${TRUNKloop}/${EXTEN:2},,tTo) exten => _91999NXXXXXX,3,Hangup exten => 999999999999,1,AGI(agi://127.0.0.1:4577/call_log) exten => 999999999999,2,Dial(${TRUNKloop}/${EXTEN:1},,tTo) exten => 999999999999,3,Hangup ; dial an 800 outbound number exten => _91800NXXXXXX,1,AGI(agi://127.0.0.1:4577/call_log) exten => _91800NXXXXXX,2,Dial(${TRUNK}/${EXTEN:1},,tTo) exten => _91800NXXXXXX,3,Hangup exten => _91888NXXXXXX,1,AGI(agi://127.0.0.1:4577/call_log) exten => _91888NXXXXXX,2,Dial(${TRUNK}/${EXTEN:1},,tTo) exten => _91888NXXXXXX,3,Hangup exten => _91877NXXXXXX,1,AGI(agi://127.0.0.1:4577/call_log) exten => _91877NXXXXXX,2,Dial(${TRUNK}/${EXTEN:1},,tTo) exten => _91877NXXXXXX,3,Hangup exten => _91866NXXXXXX,1,AGI(agi://127.0.0.1:4577/call_log) exten => _91866NXXXXXX,2,Dial(${TRUNK}/${EXTEN:1},,tTo) exten => _91866NXXXXXX,3,Hangup ; dial a local 727 outbound number with area code exten => _9727NXXXXXX,1,AGI(agi://127.0.0.1:4577/call_log) exten => _9727NXXXXXX,2,Dial(${TRUNK}/1${EXTEN:1},,tTo) exten => _9727NXXXXXX,3,Hangup ; This 'o' Dial flag is VERY important for VICIDIAL on outbound calls, ; dial a long distance outbound number exten => _91NXXNXXXXXX,1,AGI(agi://127.0.0.1:4577/call_log) exten => _91NXXNXXXXXX,2,Dial(${TRUNKX}/${EXTEN:1},,tTo) exten => _91NXXNXXXXXX,3,Hangup ; dial a local outbound number (modified because of only LD T1) exten => _9NXXXXXX,1,AGI(agi://127.0.0.1:4577/call_log) exten => _9NXXXXXX,2,Dial(${TRUNK}/1727${EXTEN:1},,tTo) exten => _9NXXXXXX,3,Hangup ######------ END extensions.conf changes ------###### 2. Add the call_inbound entries to all incoming extensions entries that you want CallerID popups on(ONLY WORKS IN astguiclient.php APPLICATION): (Using the DID configuration is the preferred method of call routing in ViciDial) - here is how our sample dialplan changes for adding call_inbound entries(only effected extension groups are show): ######------ START extensions.conf changes for call_inbound ------###### ; parameters for call_inbound.agi (7 fields separated by five dashes "-----"): ; 1. the extension of the phone to ring as defined in the asterisk.phones table ; 2. the phone number that was called, for the live_inbound/_log entry ; 3. a text description of the number that was called in ; 4-7. optional fields, they are also passed as fields in the GUI to web browser ; Extension 3429 - Inbound 800 number (1-800-555-3429) exten => _**3429,1,Ringing exten => _**3429,2,AGI(agi://127.0.0.1:4577/call_log) exten => _**3429,3,AGI(call_inbound.agi,spa2000-----8005553429-----Inbound 800-----x-----y-----z-----w) exten => _**3429,4,Answer exten => _**3429,5,Dial,sip/spa2000&sip/spa2001|30|to exten => _**3429,6,Voicemail,u2000 ; Extension 3429 - with ANI [callerID] exten => _*NXXNXXXXXX*3429,1,Ringing exten => _*NXXNXXXXXX*3429,2,AGI(agi://127.0.0.1:4577/call_log) exten => _*NXXNXXXXXX*3429,3,AGI(call_inbound.agi,spa2000-----8005553429-----Inbound 800-----x-----y-----z-----w) exten => _*NXXNXXXXXX*3429,3,Answer exten => _*NXXNXXXXXX*3429,4,Dial,sip/spa2000&sip/spa2001|30|to exten => _*NXXNXXXXXX*3429,5,Voicemail,u2000 * NOTE, you need to set the dial_level of the CLOSER campaign to 1 or higher for inbound/closers to work ######------ END extensions.conf changes for call_inbound ------###### 3. Add the ZapBarge entries for all zap lines: - here is how our sample dialplan changes for adding zapbarge line-specific entries(this is a pure addition, nothing is being modified): ; ZapBarge direct channel extensions exten => _86120XX,1,ZapBarge(${EXTEN:5}) 4. Add the meetme entries for astguiclient and VICIDIAL conferences to meetme.conf: !!!!! IMPORTANT NOTE !!!!! Again, if you have selected to use the sample conf files during installation then you do not have to add any of these lines to your conf files, they should already be included. There is also an auto-generated meetme-vicidial.conf file that contains dynamic conference entries. - here is how our sample meetme.conf file changes for adding conference entries (this is a pure addition, nothing is being modified): ######------ START meetme.conf additions for conferences ------###### conf => 8600001 conf => 8600002 conf => 8600003 conf => 8600004 conf => 8600005 conf => 8600006 conf => 8600007 conf => 8600008 conf => 8600009 conf => 8600010 conf => 8600011 conf => 8600012 conf => 8600013 conf => 8600014 conf => 8600015 conf => 8600016 conf => 8600017 conf => 8600018 conf => 8600019 conf => 8600020 conf => 8600021 conf => 8600022 conf => 8600023 conf => 8600024 conf => 8600025 conf => 8600026 conf => 8600027 conf => 8600028 conf => 8600029 conf => 8600030 conf => 8600031 conf => 8600032 conf => 8600033 conf => 8600034 conf => 8600035 conf => 8600036 conf => 8600037 conf => 8600038 conf => 8600039 conf => 8600040 conf => 8600041 conf => 8600042 conf => 8600043 conf => 8600044 conf => 8600045 conf => 8600046 conf => 8600047 conf => 8600048 conf => 8600049 conf => 8600050 conf => 8600051 conf => 8600052 conf => 8600053 conf => 8600054 conf => 8600055 conf => 8600056 conf => 8600057 conf => 8600058 conf => 8600059 conf => 8600060 conf => 8600061 conf => 8600062 conf => 8600063 conf => 8600064 conf => 8600065 conf => 8600066 conf => 8600067 conf => 8600068 conf => 8600069 conf => 8600070 conf => 8600071 conf => 8600072 conf => 8600073 conf => 8600074 conf => 8600075 conf => 8600076 conf => 8600077 conf => 8600078 conf => 8600079 conf => 8600080 conf => 8600081 conf => 8600082 conf => 8600083 conf => 8600084 conf => 8600085 conf => 8600086 conf => 8600087 conf => 8600088 conf => 8600089 conf => 8600090 conf => 8600091 conf => 8600092 conf => 8600093 conf => 8600094 conf => 8600095 conf => 8600096 conf => 8600097 conf => 8600098 conf => 8600099 conf => 8600100 conf => 8600101 conf => 8600102 conf => 8600103 conf => 8600104 conf => 8600105 conf => 8600106 conf => 8600107 conf => 8600108 conf => 8600109 conf => 8600110 conf => 8600111 conf => 8600112 conf => 8600113 conf => 8600114 conf => 8600115 conf => 8600116 conf => 8600117 conf => 8600118 conf => 8600119 conf => 8600120 conf => 8600121 conf => 8600122 conf => 8600123 conf => 8600124 conf => 8600125 conf => 8600126 conf => 8600127 conf => 8600128 conf => 8600129 conf => 8600130 conf => 8600131 conf => 8600132 conf => 8600133 conf => 8600134 conf => 8600135 conf => 8600136 conf => 8600137 conf => 8600138 conf => 8600139 conf => 8600140 conf => 8600141 conf => 8600142 conf => 8600143 conf => 8600144 conf => 8600145 conf => 8600146 conf => 8600147 conf => 8600148 conf => 8600149 conf => 8600150 conf => 8600151 conf => 8600152 conf => 8600153 conf => 8600154 conf => 8600155 conf => 8600156 conf => 8600157 conf => 8600158 conf => 8600159 conf => 8600160 conf => 8600161 conf => 8600162 conf => 8600163 conf => 8600164 conf => 8600165 conf => 8600166 conf => 8600167 conf => 8600168 conf => 8600169 conf => 8600170 conf => 8600171 conf => 8600172 conf => 8600173 conf => 8600174 conf => 8600175 conf => 8600176 conf => 8600177 conf => 8600178 conf => 8600179 conf => 8600180 conf => 8600181 conf => 8600182 conf => 8600183 conf => 8600184 conf => 8600185 conf => 8600186 conf => 8600187 conf => 8600188 conf => 8600189 conf => 8600190 conf => 8600191 conf => 8600192 conf => 8600193 conf => 8600194 conf => 8600195 conf => 8600196 conf => 8600197 conf => 8600198 conf => 8600199 conf => 8600200 ######------ END meetme.conf additions for conferences ------###### 5. Add the conference entries for astguiclient conferences: - here is how our sample dialplan changes for adding conference entries (this is a pure addition, nothing is being modified): ; astGUIclient conferences exten => _86000[0-4]X,1,Meetme,${EXTEN}|q 6. Add the conference entries for VICIDIAL conferences: - here is how our sample dialplan changes for adding VICIDIAL conference entries(this is already in the sample extensions.conf file): NOTE: see below these entries for app_conference instructions is used ######------ START extensions.conf changes for VD conf ------###### exten => _X48600XXX,1,MeetMeAdmin(${EXTEN:2},T,${EXTEN:0:1}) exten => _X48600XXX,2,Hangup exten => _X38600XXX,1,MeetMeAdmin(${EXTEN:2},t,${EXTEN:0:1}) exten => _X38600XXX,2,Hangup exten => _X28600XXX,1,MeetMeAdmin(${EXTEN:2},m,${EXTEN:0:1}) exten => _X28600XXX,2,Hangup exten => _X18600XXX,1,MeetMeAdmin(${EXTEN:2},M,${EXTEN:0:1}) exten => _X18600XXX,2,Hangup exten => _55558600XXX,1,MeetMeAdmin(${EXTEN:4},K) exten => _55558600XXX,2,Hangup exten => 8300,1,Hangup ; VICIDIAL conferences exten => _86000[5-9]X,1,Meetme,${EXTEN}|F exten => _86001XX,1,Meetme,${EXTEN}|F exten => _8600200,1,Meetme,${EXTEN}|F ; quiet entry and leaving conferences for VICIDIAL exten => _78600XXX,1,Meetme,${EXTEN:1}|Fq ; quiet monitor extensions for meetme rooms (for room managers) exten => _68600XXX,1,Meetme,${EXTEN:1}|Fmq ; Local blind monitoring exten => _08600XXX,1,Dial(${TRUNKblind}/6${EXTEN:1},55,To) ; voicelab exten exten => _86009XX,1,Meetme,${EXTEN}|Fmq ; voicelab exten moderator exten => _986009XX,1,Meetme,${EXTEN:1} ######------ END extensions.conf changes for VD conf ------###### NOTE: If you want to do DTMF passthru with app_conference bee sure to add the "i" and "t" flags to the 8600XX lines: Conference(8600051|it) 7. Add the more entries for astGUIclient specific uses: - here are some more dialplan additions needed to use astGUIclient(this is a pure addition, nothing is being modified): (this is already in the sample extensions.conf file) ######------ START extensions.conf other additions ------###### ; park channel for client GUI parking, hangup after 30 minutes ; create a GSM formatted audio file named "park.gsm" that is 30 minutes long ; and put it in /var/lib/asterisk/sounds exten => 8301,1,Answer exten => 8301,2,AGI(park_CID.agi) exten => 8301,3,Playback(park) exten => 8301,4,Hangup exten => 8303,1,Answer exten => 8303,2,AGI(park_CID.agi) exten => 8303,3,Playback(conf) exten => 8303,4,Hangup ; park channel for client GUI conferencing, hangup after 30 minutes ; create a GSM formatted audio file named "conf.gsm" that is 30 minutes long ; and put it in /var/lib/asterisk/sounds exten => 8302,1,Answer exten => 8302,2,Playback(conf) exten => 8302,3,Hangup exten => 8304,1,Answer exten => 8304,2,Playback(ding) exten => 8304,3,Hangup ; default audio for safe harbor 2-second-after-hello message then hangup ; create a GSM formatted audio file complies with safe harbor rules ; and put it in /var/lib/asterisk/sounds then change filename below exten => 8307,1,Answer exten => 8307,2,Playback(vm-goodbye) exten => 8307,3,Hangup ; this is used for recording conference calls, the client app sends the filename ; value as a callerID recordings go to /var/spool/asterisk/monitor (WAV) ; SEE extensions.conf.sample-1.4 for changes needed for use with Asterisk 1.4 exten => 8309,1,Answer exten => 8309,2,Monitor(wav,${CALLERIDNAME}) exten => 8309,3,Wait,3600 exten => 8309,4,Hangup ; this is used for recording conference calls, the client app sends the filename ; value as a callerID recordings go to /var/spool/asterisk/monitor (GSM) ; SEE extensions.conf.sample-1.4 for changes needed for use with Asterisk 1.4 exten => 8310,1,Answer exten => 8310,2,Monitor(gsm,${CALLERIDNAME}) exten => 8310,3,Wait,3600 exten => 8310,4,Hangup ; this is used for playing a message to an answering machine forwarded from AMD in VICIDIAL exten => 8320,1,AGI(VD_amd.agi,${EXTEN}-----YES) exten => 8320,2,Hangup ; this is used to allow the GUI to send you directly into voicemail ; don't forget to set GUI variable $voicemail_exten to this extension ; SEE extensions.conf.sample-1.4 for changes needed for use with Asterisk 1.4 exten => 8501,1,VoicemailMain(s${CALLERIDNUM}) exten => 8501,2,Hangup ; this is used to allow the GUI to send live calls directly into voicemail ; don't forget to set GUI variable $voicemail_dump_exten to this extension exten => _85026666666666.,1,Wait(2) exten => _85026666666666.,2,Voicemail(${EXTEN:14}) exten => _85026666666666.,3,Hangup ; this is used for sending DTMF signals within conference calls, the client app ; sends the digits to be played in the callerID field ; sound files must be placed in /var/lib/asterisk/sounds exten => 8500998,1,Answer exten => 8500998,2,Playback(silence) exten => 8500998,3,AGI(agi-dtmf.agi) exten => 8500998,4,Hangup ; prompts for recording AGI script, ID is 4321 ; first variable is format (gsm/wav) ; second variable is timeout in milliseconds (default is 360000 [6 minutes]) exten => 8167,1,Answer exten => 8167,2,AGI(agi-record_prompts.agi,wav-----360000) exten => 8167,3,Hangup exten => 8168,1,Answer exten => 8168,2,AGI(agi-record_prompts.agi,gsm-----360000) exten => 8168,3,Hangup ; playback of recorded prompts exten => _851XXXXX,1,Answer exten => _851XXXXX,2,Playback(${EXTEN}) exten => _851XXXXX,3,Hangup #### VDAD STANDARD TRANSFER ENTRIES #### ; VICIDIAL_auto_dialer transfer script for no-agent campaigns: exten => 8364,1,AGI(agi://127.0.0.1:4577/call_log) exten => 8364,2,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----LB) exten => 8364,3,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----LB) exten => 8364,4,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----LB) exten => 8364,5,Hangup ; VICIDIAL_auto_dialer transfer script: exten => 8365,1,AGI(agi://127.0.0.1:4577/call_log) exten => 8365,2,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----SO) exten => 8365,3,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----SO) exten => 8365,4,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----SO) exten => 8365,5,Hangup ; VICIDIAL_auto_dialer transfer script SURVEY at beginning: exten => 8366,1,AGI(agi://127.0.0.1:4577/call_log) exten => 8366,2,AGI(agi-VDAD_ALL_outbound.agi,SURVEYCAMP-----LB) exten => 8366,3,AGI(agi-VDAD_ALL_outbound.agi,SURVEYCAMP-----LB) exten => 8366,4,AGI(agi-VDAD_ALL_outbound.agi,SURVEYCAMP-----LB) exten => 8366,5,Hangup ; VICIDIAL_auto_dialer transfer script Load Balance Overflow: exten => 8367,1,AGI(agi://127.0.0.1:4577/call_log) exten => 8367,2,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----LO) exten => 8367,3,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----LO) exten => 8367,4,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----LO) exten => 8367,5,Hangup ; VICIDIAL_auto_dialer transfer script Load Balanced: exten => 8368,1,AGI(agi://127.0.0.1:4577/call_log) exten => 8368,2,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----LB) exten => 8368,3,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----LB) exten => 8368,4,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----LB) exten => 8368,5,Hangup ; VICIDIAL_auto_dialer transfer script AMD with Load Balanced: exten => 8369,1,AGI(agi://127.0.0.1:4577/call_log) exten => 8369,2,AMD(2000|2000|1000|5000|120|50|4|256) exten => 8369,3,AGI(VD_amd.agi,${EXTEN}) exten => 8369,4,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----LB) exten => 8369,5,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----LB) exten => 8369,6,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----LB) exten => 8369,7,Hangup ; VICIDIAL auto-dial reminder script exten => 8372,1,AGI(agi://127.0.0.1:4577/call_log) exten => 8372,2,AGI(agi-VDADautoREMINDER.agi,${EXTEN}) exten => 8372,3,AGI(agi-VDADautoREMINDER.agi,${EXTEN}) exten => 8372,4,AGI(agi-VDADautoREMINDER.agi,${EXTEN}) exten => 8372,5,Hangup ; VICIDIAL SURVEY transfer script AMD with Load Balanced: exten => 8373,1,AGI(agi://127.0.0.1:4577/call_log) exten => 8373,2,AMD(2000|2000|1000|5000|120|50|4|256) exten => 8373,3,AGI(VD_amd.agi,${EXTEN}) exten => 8373,4,AGI(agi-VDAD_ALL_outbound.agi,SURVEYCAMP-----LB) exten => 8373,5,AGI(agi-VDAD_ALL_outbound.agi,SURVEYCAMP-----LB) exten => 8373,6,Hangup #### VDAD SIP UNREGISTERED TRANSFER ENTRIES #### #### Use these entries IN PLACE OF the entries above if you are using SIP trunks #### and are not registering your provider in sip.conf ;; VICIDIAL_auto_dialer transfer script for no-agent campaigns: ;exten => 8364,1,Playback(sip-silence) ;exten => 8364,2,AGI(agi://127.0.0.1:4577/call_log) ;exten => 8364,3,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----LB) ;exten => 8364,4,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----LB) ;exten => 8364,5,Hangup ; ;; VICIDIAL_auto_dialer transfer script: ;exten => 8365,1,Playback(sip-silence) ;exten => 8365,2,AGI(agi://127.0.0.1:4577/call_log) ;exten => 8365,3,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----SO) ;exten => 8365,4,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----SO) ;exten => 8365,5,Hangup ; ;; VICIDIAL_auto_dialer transfer script SURVEY at beginning: ;exten => 8366,1,Playback(sip-silence) ;exten => 8366,2,AGI(agi://127.0.0.1:4577/call_log) ;exten => 8366,3,AGI(agi-VDAD_ALL_outbound.agi,SURVEYCAMP-----LB) ;exten => 8366,4,AGI(agi-VDAD_ALL_outbound.agi,SURVEYCAMP-----LB) ;exten => 8366,5,Hangup ; ;; VICIDIAL_auto_dialer transfer script Load Balance Overflow: ;exten => 8367,1,Playback(sip-silence) ;exten => 8367,2,AGI(agi://127.0.0.1:4577/call_log) ;exten => 8367,3,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----LO) ;exten => 8367,4,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----LO) ;exten => 8367,5,Hangup ; ;; VICIDIAL_auto_dialer transfer script Load Balanced: ;exten => 8368,1,Playback(sip-silence) ;exten => 8368,2,AGI(agi://127.0.0.1:4577/call_log) ;exten => 8368,3,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----LB) ;exten => 8368,4,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----LB) ;exten => 8368,5,Hangup ; ;; VICIDIAL_auto_dialer transfer script AMD with Load Balanced: ;exten => 8369,1,Playback(sip-silence) ;exten => 8369,2,AGI(agi://127.0.0.1:4577/call_log) ;exten => 8369,3,AMD(2000|2000|1000|5000|120|50|4|256) ;exten => 8369,4,AGI(VD_amd.agi,${EXTEN}) ;exten => 8369,5,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----LB) ;exten => 8369,6,AGI(agi-VDAD_ALL_outbound.agi,NORMAL-----LB) ;exten => 8369,7,Hangup ; ;; VICIDIAL auto-dial reminder script ;exten => 8372,1,Playback(sip-silence) ;exten => 8372,2,AGI(agi://127.0.0.1:4577/call_log) ;exten => 8372,3,AGI(agi-VDADautoREMINDER.agi,${EXTEN}) ;exten => 8372,4,AGI(agi-VDADautoREMINDER.agi,${EXTEN}) ;exten => 8372,5,Hangup ; ;; VICIDIAL SURVEY transfer script AMD with Load Balanced: ;exten => 8373,1,Playback(sip-silence) ;exten => 8373,2,AGI(agi://127.0.0.1:4577/call_log) ;exten => 8373,3,AMD(2000|2000|1000|5000|120|50|4|256) ;exten => 8373,4,AGI(VD_amd.agi,${EXTEN}) ;exten => 8373,5,AGI(agi-VDAD_ALL_outbound.agi,SURVEYCAMP-----LB) ;exten => 8373,6,AGI(agi-VDAD_ALL_outbound.agi,SURVEYCAMP-----LB) ;exten => 8373,7,Hangup SUBPHASE 6.3: adding entries to your MySQL "asterisk" database for vicidial applications We need to add a few initial values to the vicidial tables in the "asterisk" database in order to start setting up the vicidial dialer system for use. #### REMOVED, not necessary if you run the first_server_install.sql file above SUBPHASE 6.4: setting up asterisk and helper applications for startup 1. Make several entries in the rc.local of your system: - on the command line type: - vi /etc/rc.d/rc.local - add the following entries(here's what we used): # OPTIONAL enable ip_relay(for same-machine trunking and blind monitoring) # /usr/share/astguiclient/ip_relay/relay_control start 2>/dev/null 1>&2 # Disable console blanking and powersaving /usr/bin/setterm -blank /usr/bin/setterm -powersave off /usr/bin/setterm -powerdown ### start time server /usr/local/bin/ntpdate -u pool.ntp.org /usr/sbin/ntpd ### start up the MySQL server /usr/local/mysql/bin/mysqld_safe --user=mysql --skip-name-resolve --skip-host-cache & ### start up the MySQL 4.1.X server (with old passwords) /usr/local/mysql/bin/safe_mysqld --old-passwords --skip-name-resolve --skip-host-cache & ### start up the apache web server /usr/local/apache2/bin/apachectl start ### roll the Asterisk logs upon reboot /usr/share/astguiclient/ADMIN_restart_roll_logs.pl ### clear the server-related records from the database /usr/share/astguiclient/AST_reset_mysql_vars.pl ### load digium tormenta 4xT1 drivers into system modprobe zaptel modprobe wct1xxp /sbin/ztcfg -vvvvvvvvvvvv ### sybsys local login touch /var/lock/subsys/local ### sleep for 20 seconds before launching Asterisk sleep 20 ### start up asterisk /usr/share/astguiclient/start_asterisk_boot.pl - you are done SUBPHASE 6.5: setting up astguiclient scripts for continuous running 1. Make several entries in the crontab of your system: - on the command line type: - cd /usr/share/astguiclient - crontab -e - add the following entries(here's what we used): ### recording mixing/compressing/ftping scripts #0,3,6,9,12,15,18,21,24,27,30,33,36,39,42,45,48,51,54,57 * * * * /usr/share/astguiclient/AST_CRON_audio_1_move_mix.pl 0,3,6,9,12,15,18,21,24,27,30,33,36,39,42,45,48,51,54,57 * * * * /usr/share/astguiclient/AST_CRON_audio_1_move_mix.pl --MIX 0,3,6,9,12,15,18,21,24,27,30,33,36,39,42,45,48,51,54,57 * * * * /usr/share/astguiclient/AST_CRON_audio_1_move_VDonly.pl 1,4,7,10,13,16,19,22,25,28,31,34,37,40,43,46,49,52,55,58 * * * * /usr/share/astguiclient/AST_CRON_audio_2_compress.pl --GSM #2,5,8,11,14,17,20,23,26,29,32,35,38,41,44,47,50,53,56,59 * * * * /usr/share/astguiclient/AST_CRON_audio_3_ftp.pl --GSM ### keepalive script for astguiclient processes * * * * * /usr/share/astguiclient/ADMIN_keepalive_ALL.pl ### kill Hangup script for Asterisk updaters * * * * * /usr/share/astguiclient/AST_manager_kill_hung_congested.pl ### updater for voicemail * * * * * /usr/share/astguiclient/AST_vm_update.pl ### updater for conference validator * * * * * /usr/share/astguiclient/AST_conf_update.pl ### flush queue DB table every hour for entries older than 1 hour ###### SHOULD ONLY BE RUN ON ONE SERVER IN A CLUSTER!!!!! ##### 11 * * * * /usr/share/astguiclient/AST_flush_DBqueue.pl -q ### fix the vicidial_agent_log once every hour and the full day run at night 33 * * * * /usr/share/astguiclient/AST_cleanup_agent_log.pl 50 0 * * * /usr/share/astguiclient/AST_cleanup_agent_log.pl --last-24hours ## uncomment below if using QueueMetrics #*/5 * * * * /usr/share/astguiclient/AST_cleanup_agent_log.pl --only-qm-live-call-check ## uncomment below if you want to log agent phone_ip #*/5 * * * * /usr/share/astguiclient/AST_phone_update.pl --agent-lookup # cleanup of the scheduled callback records 25 0 * * * /usr/share/astguiclient/AST_DB_dead_cb_purge.pl --purge-non-cb --quiet # removal of duplicate scheduled callback records #35 0 * * * /usr/share/astguiclient/AST_DB_dead_cb_purge.pl --purge-non-cb --remove-dup-cb --quiet ## uncomment below if using Vtiger #1 1 * * * /usr/share/astguiclient/Vtiger_optimize_all_tables.pl --quiet ### updater for VICIDIAL hopper * * * * * /usr/share/astguiclient/AST_VDhopper.pl -q ### adjust the GMT offset for the leads in the vicidial_list table 1 1,7 * * * /usr/share/astguiclient/ADMIN_adjust_GMTnow_on_leads.pl --debug --list-settings ### reset several temporary-info tables in the database 2 1 * * * /usr/share/astguiclient/AST_reset_mysql_vars.pl ### optimize the database tables within the asterisk database 3 1 * * * /usr/share/astguiclient/AST_DB_optimize.pl ## adjust time on the server with ntp 30 * * * * /usr/local/bin/ntpdate -u pool.ntp.org 2>/dev/null 1>&2 ### VICIDIAL agent time log weekly and daily summary report generation 2 0 * * 0 /usr/share/astguiclient/AST_agent_week.pl 22 0 * * * /usr/share/astguiclient/AST_agent_day.pl ### VICIDIAL campaign export scripts (OPTIONAL) #32 0 * * * /usr/share/astguiclient/AST_VDsales_export.pl #42 0 * * * /usr/share/astguiclient/AST_sourceID_summary_export.pl ### inbound email parser #* * * * * /usr/share/astguiclient/AST_inbound_email_parser.pl ### inventory report optional #1 7 * * * /usr/share/astguiclient/AST_dialer_inventory_snapshot.pl -q --override-24hours ### remove old recordings more than 7 days old #24 0 * * * /usr/bin/find /var/spool/asterisk/monitorDONE -maxdepth 2 -type f -mtime +7 -print | xargs rm -f ### roll logs monthly on high-volume dialing systems #30 1 1 * * /usr/share/astguiclient/ADMIN_archive_log_tables.pl ### roll call_log and vicidial_log_extended daily on very high-volume dialing systems #20 1 * * * /usr/share/astguiclient/ADMIN_archive_log_tables.pl --daily ### remove old vicidial logs and asterisk logs more than 2 days old 28 0 * * * /usr/bin/find /var/log/astguiclient -maxdepth 1 -type f -mtime +2 -print | xargs rm -f 29 0 * * * /usr/bin/find /var/log/asterisk -maxdepth 3 -type f -mtime +2 -print | xargs rm -f 30 0 * * * /usr/bin/find / -maxdepth 1 -name "screenlog.0*" -mtime +4 -print | xargs rm -f ### remove text to speech file more than 4 days old #20 0 * * * /usr/bin/find /var/lib/asterisk/sounds/tts/ -maxdepth 2 -type f -mtime +4 -print | xargs rm -f - once your system starts up you can attach to the screen running asterisk by typing "screen -r " find which screen by typing "screen -r" and looking for the lowest screen number. Then to detach again from the screen while you are in it type 'Ctrl+a' then 'd' - you are done NOTES: - The AST_agent_day.pl and AST_agent_week.pl scripts create an ASCII fixed-length report of all agent activity on the system - The AST_VDsales_export.pl script allows for the exporting(into several different formats) of specified vicidial_list data based on status and campaign as well as inbound group - The AST_sourceID_summary_export.pl script summarizes leads in the system by source_id and generates a text report SUBPHASE 6.6: adding test leads to the VICIDIAL database and configuring a VICIDIAL campaign and users First we will add a few test leads to the vicidial_list table so that we can test our system. There is also an application included with the distribution that will accept a delimited file of leads placed in the /usr/share/astguiclient/VICIDIAL/LEADS_IN/ directory and load it into the database automatically(VICIDIAL_IN_new_leads_file.pl [a sample lead file in the proper format is included with this release: - test_VICIDIAL_lead_file.txt]) If you want to use the lead import script I suggest looking at the code to make sure it is entering what you want it to. We are not going to go over that particular script in this document. Also, there is a web-based lead loader that was made available as of the 1.1.1 release and is accessible from the VICIDIAL admin.php web page(click on the "LOAD NEW LEADS" link at the top of the admin page). To get to this page you must have permissions in the vicidial_user table(Load Leads set to 1) . Instructions on it's use are included on the page through the help question mark link. NOTE: in PHP you must have "fileuploads" enabled for this page to work. NOTE: it is important to have your proper country code in the phone_code field of your leads so that the GMT offset encodding will properly code the time zones for your leads. For the USA/Canada/Caribbean this would be 1. For the UK this is 44 and Mexico is 52 and so on. Second we need to add the disposition statuses into the system, all of these queries are below: (Note: you may want to replace 7275551212 with a real number to test in these records) #### REMOVED, not necessary if you run the first_server_install.sql file above Now that the sample leads and disposition codes have been entered, we can go into the VICIDIAL administration website and set up our campaigns, lists and users. But first let's make sure that they have the right GMT offset: run this on the command line: - /usr/share/astguiclient/ADMIN_adjust_GMTnow_on_leads.pl --postal-code-gmt 3. Enter the astguiclient administration page: http://10.10.10.15/vicidial/admin.php (use the username and password created when we entered a record into the vicidial_users table in SUBPHASE 6.1, In our case this is 6666 and 1234) NOTE: if you click on the Logout button you must leave the user/pass empty and click OK - Now that you are logged into the vicidial administration system we can add new user entries for each of the new users and enter new campaigns and new lists. - The first step is to enter your new users, Click on the ADD A NEW USER and fill in the appropriate information for each now user you want to add. - Next, you need to create a new campaign, click on the ADD A NEW CAMPAIGN link and fill in what you want the campaign to be called as well as a description - Next, you need to define a new list, click on the ADD A NEW LIST link and fill in what you want the list to be called as well as a using the list ID of the leads that we loaded in the previous step "101" and select the new campaign from the pull-down menu that we just created. - Now that you have created your list, make it active by changing active to Y - now modify your campaign ang change the first status to be called to NEW and submit. Now your system is ready to dial. - you are done SUBPHASE 6.7: VICIDIAL remote agents: With v1.0 of VICIDIAL we have the ability to use a simple web form to give remote agents a way to receive calls to whatever number they happen to be at, and they can view/edit call details and see a call log all through a web page (vdremote.php) or http://10.10.10.15/vicidial/vdremote.php on this installation. Remote Agents is only recommended for inbound calls because of the extra time needed to dial a number out to transfer the call to. To set up remote agents, just go to the vicidial admin.php page and ADD NEW REMOTE AGENTS(Make sure the userID start also has a user login so they can get to the vdremote page). You will see that you can set up a remote agent entry to take multiple lines if you wish meaning that, for example, if you need to send all of your calls to another location because of a massive snowstorm(and none of your agents showed up at work) you just log in that remote agent record with say 10 lines and then all of those calls will be directed to the same number you set up for the remote agent. Then again you could just get your agents to log in from home if they have a phone and computer SUBPHASE 6.8: astGUIclient web-only client: With 1.1.1 release of astguiclient we have completely rewritten the astGUIclient client app in AJAX(PHP/Javascript/XMLHTTPRequest) to enable a full, real-time GUI interface using only a web browser. The browser requirements for this are: - Firefox 1.0 or greater *** RECOMMENDED *** - Mozilla 1.7 or greater - Netscape 8 or greater - Opera 8.5 or greater - Microsoft Internet Explorer 6.0 This new version also has more flexibility and functionality than the perl/Tk version as well as being prettier. We have successfully tested this on many platforms and in remote locations. It functioned wonderfully off-site with one of our IAX hardphones and offers a lot of promise for road warriors who need a lot of options on their phone usage like conferencing and a detailed call log. To log into this app you will need a login setup in the vicidial_users table with a user_level of 1 or greater as well as an entry for the phone you are using in the phones table. You will first get a login prompt for the vicidial login then you will have the phone login where you enter the Login and Password for that phone entry. From there the app should display and you will see the MAIN screen with your phone information, voicemail display and your inbound/ outbound phone call log. The example web page you would go to on this installation would be: http://10.10.10.15/agc/astguiclient.php The inbound log and callerID popup is dependant on having a call_inbound.agi entry in your dialplan before you phone is dialed(see subphase 6.2 step 2) Another thing to note is that you can have the agc folder(with the .php files in it) copied to multiple web servers, you just need to make sure that the MySQL database connection works (check the settings in the dbconnect.php file that is in the agc directory). We have had astguiclient.php running on 3 separate web servers for the same DB server and Asterisk server. This is an easy way to allow for auto failover and/or redundancy. Also, this client will work over SSL connections(https) for encrypted communications with the server. New in astGUIclient release 1.1.7 is multi-language support. multi-language versions of web-clients and admin pages are available in the LANG_www directory and can be unzipped into your webroot directory. SUBPHASE 6.9: VICIDIAL web-only client: NOTE: There is a VICIDIAL Agent manual available from http://www.eflo.net With 1.1.6 release of astguiclient we have finished the rewrite of the VICIDIAL client app in AJAX(PHP/Javascript/XMLHTTPRequest) to enable a full, real-time GUI interface using only a web browser like we have done with astGUIclient. The browser requirements for this are: - Firefox 1.0 or greater *** RECOMMENDED *** - Mozilla 1.7 or greater - Netscape 8 or greater - Opera 8.5 or greater - Microsoft Internet Explorer 6.0 This version is fully functional and has been tested in our production call center with no problems. To log into this app you will need a login setup in the vicidial_users table with a user_level of 1 or greater as well as an entry for the phone you are using in the phones table. You will first get a login prompt for the vicidial login then you will have the phone login where you enter the Login and Password for that phone entry. From there the app should display and you will see the VICIDIAL screen with your phone information. The example web page you would go to on this installation would be: http://10.10.10.15/agc/vicidial.php One more feature that the VICIDIAL web-client offers is the ability to set up an EXTERNAL phone extension in the astguiclient admin section so that you can have agents log in to vicidial.php wherever they have access to a phone with an external phone number and a web browser. To do this follow these steps: - "ADD PHONE" in the admin.php web page and enter whatever name you want - For the dialplan number field put in the full digits that you would dial from the Asterisk server to get to that agent's external phone(with 91 if used) - For the Protocol select EXTERNAL - make sure the agent knows the login and password set for this phone entry. Then the agent will go to the vicidial.php page and enter in their phone login/pass, their vicidial user/pass/campaign and their phone should ring in a few seconds, and they are logged in and ready to take calls. Another thing to note is that you can have the agc folder(with the .php files in it) copied to multiple web servers, you just need to make sure that the MySQL database connection works (check the settings in the dbconnect.php file that is in the agc directory). We have had astguiclient.php running on 3 separate web servers for the same DB server and Asterisk server. This is an easy way to allow for auto failover and/or redundancy. Also, this client will work over SSL connections(https) for encrypted communications with the server. New in astGUIclient release 1.1.7 is multi-language support. multi-language versions of web-clients and admin pages are available in the LANG_www directory and can be unzipped into your webroot directory. Admin Note: If you want to enable your agents to login with only their user/pass you can hardcode the phone_login and phone_pass into the query string(URL) and use a bookmark on their desktop, taking one more step out of their login process example: http://10.10.10.15/agc/vicidial.php?pl=gs102&pp=test It is recommended if you are in a call center environment that you would disable the "Saved Form Information" option in Firefox settings. This is a checkbox in the Privacy settings under the Options menu. PHASE 7.0: You are done with installation If you have problems and it is not working right(and are NOT celebrating right now), feel free to take a look at the FAQ for solutions to common installation errors, read the SCRATCH_INSTALL document, visit the VICIDIAL forum or send an email to the mailing list: http://www.eflo.net/VICIDIALforum/index.php https://lists.sourceforge.net/lists/listinfo/astguiclient-users Also, check out our weblog: http://astguiclient.blogspot.com/ **** IMPORTANT - In order for vicidial/astguiclient to function correctly please read the REQUIREMENTS.txt for a minimum requirements list. *** End-user Manuals for Agents and Managers are available from http://www.eflo.net