CONNEX Cloud Office Mobile Softphone Configuration User Guide

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CONNEX Cloud Office Mobile Softphone Configuration

Product Information

The Connex Cloud Office Mobile Softphone is a software application that allows users to make and receive phone calls using their mobile devices. It enables users to use their mobile device as a desk phone by adding/configuring their extension information. The Connex Cloud Office Mobile Softphone is available for both Android and iOS devices.

Product Usage Instructions

Before configuring the Connex Cloud Office Mobile Softphone, users must ensure that the mobile application is installed on their mobile device. For more information on how to install the Mobile Softphone device, please refer to the appropriate guide based on your mobile device type (Android or iOS).

Configuring Your Extension

To use your Mobile Softphone as you would a desk phone, you first need to add/configure your Extension information. Follow the steps below to configure your extension:

1. Click on the GS Wave icon on your mobile device to launch the Mobile Softphone application.
2. Click on the gear icon at the bottom of the screen to access the application Settings.
3. From the Application Settings screen, click on Account Settings.
4. Click on UCM Account (Scan QR Code).
5. Align the camera (green guide) of your mobile device with the image of the QR Code on your computer screen. Once the QR Code is recognized, you will see a confirmation pop-up prompt.
6. If you are adding your Extension information for the first time, click Done to accept.
7. If you are updating your Extension information, you need to click Overwrite to update your existing Extension information.
8. It is important that you do not click Add New Account as this will cause problems with your Mobile Softphone operation.

Once the previous step is completed, you will be returned to the Account Settings overview screen, and your Extension number and a green dot should be displayed, indicating that your Mobile Softphone has successfully connected to your Cloud Telephony service. For optimum operation and to prevent issues with different firewall configurations when roaming, you need to change the default SIP Register Expiration timer value from 60 to 2 minutes. Follow the steps below to change the SIP Register Expiration timer value:

1. In Settings, click on Account Settings.
2. Click on your Extension.
3. You will see your account.

INTRODUCTION

This guide will assist you in configuring your Extension information (account settings) on your Mobile Softphone application. This guide applies for first- time configuration, and to update your existing Extension configuration. For security reasons, you may be asked to update your Extension information (either via a system-generated email or by your system administrator). Once the Extension properly configured, you will be able to use your Mobile Softphone to make, answer and transfer calls as you would with a desk phone in your office. For more information about how to use the Mobile Softphone, please consult the CONNEX Mobile Softphone Quick User Guide.pdf.

Pre-requisite
To follow the steps outlined in this guide, you will need a QR-Code specific to your Extension. To access your Extension QR-Code, log in the User Portal at https://myphone.cloudsvcs.net/. For ease of configurations, we recommended that you use a computer to access the User Portal to display the QR-Code. Log in your User Portal on a computer using the username and password provided by your system administrator. Once you have the QR-Code displayed on your computer screen, you are ready to proceed with the configuration steps below.

First-time configuration
For first-time configuration, make sure you have the Mobile Softphone installed on your mobile device. For more information on how to install the Mobile Softphone device, please refer to the appropriate guide based on your mobile device type (Android or iOS).

Configuring your Extension
To use your Mobile Softphone as you would a desk phone, you first need to add/configure with your Extension information. To do so, you need to access the Settings of the Mobile Softphone application.

Mobile Softphone App

Step 1 – Launch the Mobile Softphone App

• Click on the GS Wave icon (see the picture on the right) on your mobile device to launch the Mobile Softphone application.

Step 2 – Launch the Mobile Softphone App

• Click on the gear ( ) icon at the bottom of the screen (see the picture on the right) to access the application Settings.

To add your Extension (first-time use) or to update your Extension information, the process is similar up to the last step. You need to access the Add New Account screen.

Application Settings

From the Application Settings screen, follow the steps below:

1. Click on Account Settings.

2. Click on UCM Account (Scan QR Code). From the Account Settings Screen

3. Click the (+) sign to add an account:

   • If you are adding your Extension information for the first time, no-account information will be displayed (as shown in the First Time column).
   • If you are updating your Extension information, you will see your extension number (as shown in the Update column, in this example, the extension number is 101).
   • Regardless of your situation, this step is the same, you need to click on the (+) sign. Scan Your QR Code.

4. Align the camera (green guide) of your mobile device with the image of the QR Code on your computer screen. Once the QR Code is recognized, you will see a confirmation pop-up prompt. Refer to the next section before proceeding. When the QR Code is recognized, the application will ask you to confirm that you want to add a new account. Your extension number will be displayed. Click Done to add your Extension.
   Confirm Account Settings
   Once the QR Code is recognized, the application will ask you to confirm the Account Settings:

5. If you are adding your Extension information for the first time, click Done to accept (as shown in the First Time column).

6. If you are updating your Extension information, you need to click Overwrite to update your existing Extension information.

It is important that you do not click Add New Account as this will cause problems with your Mobile Softphone operation.

Account Settings Screen
Once the previous step is completed, you will be returned to the Account Settings overview screen, and your Extension number (101 in the example on the right) and a green dot ( ) should be displayed, indicating that your Mobile Softphone has successfully connected to your Cloud Telephony service. Follow the steps on the next page for optimum configuration.

For optimum operation and to prevent issues with different firewall configurations when roaming, you need to change the default SIP Register Expiration timer value from 60 to 2 minutes.

Change the SIP Register Expiration – Access your Account / Extension Settings

1. In ( ) Settings

2. Click Account Settings

3. Click on your Extension

4. You will see your account (Extension) settings.
   Change the SIP Register Expiration – Change the default value

5. On the General Settings screen, scroll to the SIP Settings section.

6. Click Register Expiration, to change the value.

7. Enter the value 2 and click OK to accept the change.

8. Verify that the Register Expiration value has been updated to 2.

9. You Mobile Softphone is now fully configured to make or receive calls. You can switch to another app or click on the Keypad icon ( ) to make a call.

References

• Cloud Services

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