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AltiGen comm MAXCS 82 Softswitch Deployment Guide

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    MAXCS Release 8.0 
    All-Software Solution 
    Deployment Guide 
     
    Intended audience:  
    AltiGen Authorized Partners 
    October 7, 2015 
     
        
    						
    							 
    Page 2 of 39 MAXCS 8.0 All-Software Solution Deployment Guide 
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
    AltiGen Communications, Inc. 
    679 River Oaks Parkway, San Jose, CA 95134 
    Telephone: 888-AltiGen (258-4436) | Fax: 408-597-9020 
    E-mail: [email protected] Web site: www.altigen.com 
     
    All product and company names herein may be trademarks of their registered owners.   
    Copyright © AltiGen Communications, Inc. 2014.  All rights reserved.  
       
    						
    							 
    MAXCS 8.0 All-Software Solution Deployment Guide  Page 3 of 39 
     
    Contents 
    Introduction ..........................................................................................................................................................5 
    Softswitch Small Business Deployment............................................................................................................................... 5 
    Softswitch Standard Deployment ........................................................................................................................................ 5 
    Additional Licenses Available .............................................................................................................................................. 6 
    Licenses Not Available ........................................................................................................................................................ 7 
    Minimum Requirements ......................................................................................................................................7 
    Before You Begin .................................................................................................................................................7 
    Installation ............................................................................................................................................................8 
    Step 1: Install the HMCP Certification Tool ......................................................................................................................... 8 
    Step 2: Run the HMCP Certification Tool .......................................................................................................................... 10 
    Perform the DPC Latency Test – Pass/Fail ................................................................................................................... 10 
    Determine Codec Maximum Quantities ......................................................................................................................... 11 
    Final Test with Codec Maximum Settings ...................................................................................................................... 12 
    Step 3: Install MAXCS ....................................................................................................................................................... 13 
    Step 4: Add the System Key .............................................................................................................................................. 14 
    Step 5: Register Licenses.................................................................................................................................................. 16 
    Step 6: Configure the HMCP Virtual Board ....................................................................................................................... 16 
    HMCP Resources Parameters ...................................................................................................................................... 18 
    Parameters in IP Header ............................................................................................................................................... 18 
    About Media Pass-Through Support ............................................................................................................................. 19 
    Step 7: Configure HMCP Codec Preferences for SIP Trunk Calls .................................................................................... 19 
    Codec Preference - Incoming Calls ............................................................................................................................... 20 
    Codec Preference - Outgoing Calls, Third-Party IP Phones .......................................................................................... 20 
    Codec Preference - Outgoing Calls, IP Phones ............................................................................................................ 21 
    Step 8: Configure the SIPSP Virtual Board ....................................................................................................................... 21 
    Step 9: Block Unauthorized SIP Invite Messages ............................................................................................................. 23 
    Step 10: Configure the SIP Trunks .................................................................................................................................... 24 
    Step 11: Enable SIP Option (optional) ............................................................................................................................... 29 
    Step 12: SIP Trunk Setting ................................................................................................................................................ 30 
    Step 13: Configure a Codec Profile ................................................................................................................................... 31 
    Step 14: Assign the Codec Profile to the Two SIP Servers ............................................................................................... 32 
    Step 15: Configure NAT .................................................................................................................................................... 33 
    Step 16: AltiGen SIP Trunk Configuration ......................................................................................................................... 34   
    						
    							 
    Page 4 of 39 MAXCS 8.0 All-Software Solution Deployment Guide 
    Configure the First Server ............................................................................................................................................. 34 
    Configure the Second Server ........................................................................................................................................ 36 
    Enable Channels ........................................................................................................................................................... 37 
    Check Your Configuration ............................................................................................................................................. 37 
    Step 17: Configure Inbound Routing ................................................................................................................................. 38 
    Step 18: Configure Out-Call Routing ................................................................................................................................. 38 
    Step 19: System Configuration .......................................................................................................................................... 38 
    Step 20: Configure Polycom Phones ................................................................................................................................. 38 
    AltiGen Technical Support ............................................................................................................................... 39 
       
    						
    							 
    MAXCS 8.0 All-Software Solution Deployment Guide  Page 5 of 39 
    Introduction 
    This document is provided for AltiGen partners who will be performing a fresh installation of MAX 
    Communication Server (MAXCS) ACM Release 8.0 All-Software Softswitch Solution for their clients.   
    If you are upgrading from a previous release of MAXCS, follow the instructions in the MAXCS Upgrade 
    Guidelines. 
    There are two types of Softswitch deployments for MaxCS 8.0: 
     Small Business Softswitch  
     Standard Softswitch  
    Some notes regarding this Softswitch installation: 
     This is a software-only installation process. 
     This installation does not support redundancy or gateway installation. 
     All components must be installed on the same server. 
    Softswitch Small Business Deployment 
    The Softswitch Small Business system is capped at 24 users and cannot be expanded. It includes the following 
    licenses:  
     1 ACM Base license 
     1 HMCP Media license 
     24 Combo Station licenses 
     24 SIP Trunk licenses 
     24 Compressed VoIP Channel licenses 
     12 Meet Me Conference Resources 
    Softswitch Standard Deployment 
    The Softswitch Standard bundle includes the following licenses: 
     1 ACM Base license 
     30 Port MeetMe Conference 
     HMCP Media Server 
     1 AltiConsole license 
     1 Multilingual license 
     1 AltiEnterprise License 
     5 HMCP Combo Codecs 
     5 Agent Supervision 
    Note: These licenses can only be registered with the Softswitch system key. 
        
    						
    							 
    Page 6 of 39 MAXCS 8.0 All-Software Solution Deployment Guide 
    Additional Licenses Available 
    The following additional license bundles are available for the Softswitch Standard deployment: 
     The Contact Center Combo license bundle (ALTI-ACMCOMBO) includes the following licenses: 
     5 Agent Combo licenses 
     1 Supervisor Combo license 
     1 AltiReport license 
     1 MaxInsight license 
     1 Advanced Call Router license 
     The Station Combo license bundle (ALTI-COMBOSTATION-XX) includes the following licenses: 
     1 Softswitch Station license 
     1 MaxCommunicator/AltiView license 
     1 IP Talk license 
     1 Exchange integration license 
     1 MaxMobile license 
     1 HMCP Combo Codecs 
     The Agent Combo license bundle (ACM-COMBOAGENT-XX) includes the following licenses: 
     1 Softswitch Station license 
     1 IP Talk license 
     1 Exchange integration license 
     1 MaxMobile license 
     1 ACM Agent seat 
     1 MaxAgent seat 
     1 MaxCall seat 
     1 HMCP Combo Codecs 
     The Supervisor Combo license bundle (ACM-COMBOSUPVR-XX) includes the following licenses: 
     1 Softswitch Station license 
     1 IP Talk license 
     1 Exchange integration license 
     1 MaxMobile license 
     1 ACM Agent seat 
     1 MaxAgent seat 
     1 MaxCall seat 
     1 MaxSupervisor seat 
     1 HMCP Combo Codecs 
     1 Agent Supervision 
     Other Softswitch-eligible licenses: 
     SSW ACM Agent Seat license 
     MaxAgent Session and Seat licenses 
     MaxSupervisor Session and Seat licenses   
    						
    							 
    MAXCS 8.0 All-Software Solution Deployment Guide  Page 7 of 39 
     AltiConsole license 
     CTI Integration Connector Seat license 
     Call Recording Session and Seat licenses 
     SIP Trunk license 
     Third Party SIP Device license 
     VRmanager license 
     MaxInsight Session license 
     Client Application SDK Session license 
     Trunk Control APC SDK Session license 
     SightMax Integration license  
     Polycom Advanced Features license 
    Licenses Not Available  
    The following licenses are not available for the MAXCS All-In-One Softswitch Solution. 
     IP Gateway Expansion licenses (ALTI-GWEXP-01). 
     AltiStation licenses (you must use either a SSW-STATION stand-alone license or a SSW-
    BASECOMBO-STD license instead).  
     ACM-SEAT500 (you must use either a SSW-ACMAGENT stand-alone license or a SSW-
    ACMCOMBOAGENT license instead). 
    Minimum Requirements 
     Dedicated W indows Server 2012 R2, W indow 7 64-bit SP1, or 2008 R2 SP1 Standard running on a 64-bit, 
    Quad-core Intel @2.5GHz, 4GB memory, 160GB hard drive, or, for a virtual environment, VMware ESX 5.5 
    or Hyper-V 6.1; allocate 4 Intel cores @ 2.0GHz each, 4GB memory, and 160GB hard drive  
     The server must pass the tests in the HMCP Certification Tool; see Step 1: Run the HMCP Certification 
    Tool on page 8. Do not proceed with installation if the test results are not within the specified parameters. 
    IMPORTANT:  
     Make sure the server has the recommended W indows Service Pack and/or updates. 
     The server must already be a member of the Active Directory Domain. 
    Before You Begin 
    We recommend that you take these steps before you begin the installation process:  
     Have the System key and software license keys available 
     Make sure you have your login information for the Partner portal   
    						
    							 
    Page 8 of 39 MAXCS 8.0 All-Software Solution Deployment Guide 
    Installation 
    This section provides detailed instructions for installing MAXCS ACM Softswitch Release 8.0.   
    Step 1: Install the HMCP Certification Tool 
    Before you install MAXCS, you must run the DPC Latency test in the HMCP Certification Tool. This tool 
    can be automatically installed during MAXCS installation. 
    HMCP stands for Host Media Control Processing, a virtual component that uses an Intel CPU to provide the 
    following functions: 
    Process VoIP media stream 
     Encode, decode, and transcode voice streams 
     Detect and generate tone for IP devices  
     Play music when a device is on hold 
     Process IP paging 
    Play and record voice files 
     Announce system and queue phrases 
     Process auto attendant 
     Process voice mail  
     Call recording 
    Provide conferencing resources 
     Barge-in/silent monitor/coaching 
     Station conference and MeetMe conference 
    For a full explanation of HMCP and the roles it plays in the MAXCS All Software Solution, review the training 
    presentation “W hat is HMCP?” in the AltiGen Communications Learning portal 
    (http://learn.altigen.com/login/index.php). Log in with the same credentials that you use on the AltiGen Partner 
    Portal.  
    You will run the AltiGen HMCP Certification tool before you begin the MAXCS installation. This tool helps 
    measure how many channels can be simultaneously operated in certain conditions; you specify a threshold of 
    CPU usage. It also measures DPC (Deferred Procedure Call) latency of Microsoft systems. 
    1. Log into the server as a user with administrative privileges. If the system is a stand-alone server, log in 
    as a local administrator account. If you plan to run Exchange Integration, you must have domain 
    administrator rights. 
    2. Stop all MaxCS services. 
    3. Load the installation media. Open and review the readme.txt file. 
    4. Navigate to the MAXCS ACM folder. Double-click Setup. The installation wizard starts. 
    5. On the Welcome panel, close all W indows applications and click Next. 
    For a new installation, the installation program will require a reboot after it installs the HMCP 
    Certification tool.  You will run the tool (step 2) and then start the wizard again to install the application. 
    6. In the Setup Type panel, select Softswitch System Installation.  Click Next.   
    						
    							 
    MAXCS 8.0 All-Software Solution Deployment Guide  Page 9 of 39 
     
    7. On the next panel, select only the first two options, Softswitch (including VM and Enterprise 
    Manager) and HMCP Media Server.  Click Next. 
     
    8. If you have not yet installed the MAXCS 8.0 HMCP Certification tool, you are prompted to do so now. 
    You must run the certification tool before you install MAXCS. Click Yes to install the tool now. 
    9. The HMCP Certification tool installation wizard starts. Click Next. 
    10. In the next panel, enter a user name and organization, and then click Next.  
    11. In the next panel, click Next to accept the default folder for the installation. 
    12. In the next panel, click Install.   
    13. After the files have been installed, click Finish.  
    14. Click Yes to restart the server.    
    						
    							 
    Page 10 of 39 MAXCS 8.0 All-Software Solution Deployment Guide 
    Step 2: Run the HMCP Certification Tool 
    You must determine if this system is appropriate for a Softswitch Deployment before you proceed with the full 
    installation. 
    If the system has sufficient resources to pass the DPC Latency test, you will then perform a second 
    assessment to determine the optimal codec maximum settings. 
    Perform the DPC Latency Test – Pass/Fail 
    1. After the system restarts, stop all AltiGen switching services. 
    2. In W indows, click Start > All Programs. Right-click AltiGen HMCP Certification Tool and select Run 
    as administrator. 
     
    3. Clear both of the checkboxes in the Codec Assessment section. 
    4. In the Test Mode section, select All In One.  
    5. In the System Load section: 
    a. Check the Disk IO access option. 
    b. Check the Apply load to option. For the number of threads parameter, enter a value that is 
    half of the number of CPU cores on this virtual machine. (If the number of cores is an odd 
    number, round up.)  
      
    Clear these 
    two check-
    boxes 
    Check these 
    checkboxes 
    and enter a 
    value for the 
    number of 
    threads   
    						
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