Using Extension Quick Setup

The Extension Quick Setup enables you to import extensions into YourSite Explorer from the telephone switch. If Read/Write is enabled in 'YourSite > Media servers > Telephone system', the extensions are written back to the 3300 ICP.

To use quick setup to create extensions
  1. Click IVR Routing > Extensions, and click Quick Setup.
  2. After Active number from, specify the first dialable number of the extension range.
  3. After Active number to, specify the last dialable number of the extension range.
  4. After Name prefix, enter the text you want prefixed to the name of the port.
  5. After Name postfix, enter the text you want postfixed to the name of the port.
  6. On the General tab, configure the Media server options as follows:
    • Extension type: Select the extension type from the drop-down list.
      Note:

      Ensure you select the correct extension type for the port. For example, if you want the extension to be a messaging port, select Messaging port 5020 IP.

    • Associate the devices to this media server: If you want to configure your ports to be resilient, click the Browse button, select a failover media server from the list, and click OK.
    • Associate the devices to this failover media server: Click the Browse button, select a failover media server from the list, and click OK.
      Note:

      The failover media server will be used to handle the call load in the event the primary media server goes offline (only for voice extensions).

    • Class of service: This field is automatically populated based on the Class of Service set during media server configuration, if there is a default Class of Service selected for the type of port you are creating.
    • Disable real-time monitoring, data collection and call handling on this device: If you want to disable real-time monitoring, data collection, and call handling for this extension, select this check box.
      Note:
      • Selecting this option unlicenses the port and discontinues its use. Unlicensed extensions can be assigned to a workflow but will not go into service or be visible in Contact Center Client.
      • Any ports created after you become overlicensed will have this option enabled.
  7. Configure the Port Options as follows:
    • After Workflow, click the Browse button and select the workflow to associate to the extension.
      Note:

      UPiQ ports do not allow you to select a workflow. Instead, you engage UPiQ ports by assigning an UPiQ subroutine to the Connect to Caller activity. See "Configuring the Connect to Caller activity".

    • After Port State, select either Normal or Emergency from the drop-down list.

      Select 'Emergency' as the port state only if this port is associated to a workflow that is configured to have an emergency path. You can configure a port state as 'Emergency' when applicable either within YourSite Explorer directly or by using a Management Plan remotely.

    • Select the Trusted Service Level check box to set the service level for the 5020 IP port to 'trusted'. This step is necessary if you are using Mi Voice Business 5.0 or greater otherwise, do not select this check box.
      Note:

      In order to set the trusted service level in YourSite Explorer, you must have already enabled write-back functionality on the media server. (See "Enabling write-back functionality"). If you do not have write-back enabled, you must set the trusted service level on the telephone system, instead of in YourSite Explorer, by logging in to the 3300 ICP, navigating to 'User and Device Configuration', clicking the extension for which you want to set the service level, and, on the Profile tab, selecting 'Trusted' from the drop-down list beside Service Level.

    • Select the This is a remote port check box, if applicable.
    • After MiTAI / MiAudio Local Binding IP Address, select the appropriate IP address.
      Note:

      This option is used if you have more than one NIC and want to specify which one is used for MiTAI/MiAudio, for example, if you have a voice and data network split.

    • The Port License area details how many IVR Routing port licenses remain and the total number of primary and redundant ports for which you are licensed.
  8. To create an employee for each extension, on the Employee associations tab, select the Create an employee ID for each extension check box.
  9. After Start the employee IDs at, type the first employee ID to associate to this extension.
  10. After Increment the employee IDs by, type the increment by which the employee IDs will increase.
  11. Click Run.