PBX Manager - Simply Support

Setting up PBX Manager with Asterisk

Step 1: Install Simply Asterisk Connector

Please refer this link for more information on Simply Asterisk Connector.

Step 2: Configure your Asterisk credentials in Simply

After installing Simply Asterisk Connector, please follow few simple steps to configure your Asterisk Server information in Simply CRM :

1. Login to your CRM instance and click on icon on the top right corner of the CRM.

2. Click CRM Settings.

3. Click PBX Manager under Integration in Settings sidebar.

4. Edit Asterisk Server Details.

Simply Asterisk App URL – configure server name where Simply Asterisk Connector is installed as shown:

Syntax : Protocol://Asterisk_Server_IP:Port

Protocol	http/https
Asterisk_Server_IP	Your Asterisk Server IP
Port	Server Port configured in Simply Asterisk Connector config file.

Context – Simply specific context configured in your Asterisk Server (as mentioned in Appendix)

Simply Secret Key – Unique key generated for authentication, which has to be configured in Simply Asterisk Connector.

5. Click Save button.

Step 4: Configure the extension number for each user

For each user who is allowed to handle incoming and outgoing calls from the CRM, the extension number should be configured in the User preferences page.

1. Open My Preferences.

2. Configure user number in CRM Phone Extension field under “More Information” block.

Number format:

Extension: [Extension_number]

e.g., 1002

Once configuration is completed on both sides i.e., Simply and Plivo, you are now ready to make and receive calls in the CRM.

Simply Asterisk Connector

Introduction

Simply Asterisk application acts a gateway to connect to Simply CRM from the Asterisk Server. It makes it easy for Simply and Asterisk interaction over HTTP when incoming or outgoing calls need to be handled.

Features

Simply Asterisk Connector provides following features:

1. Connect to Simply and notify the incoming call.

2. Accept commands from Simply and forward it to Asterisk (Click-to-Call).

3. Call recording file management.

Installation Prerequisites

1. Asterisk 1.8

2. Java 1.7 onwards

3. Simply Details

VtigerServerURL – http://simplycrm.onyourserver.tld

VtigerSecretKey – [Copy this detail from Simply CRM Settings > Integration > PBXManager page]

Installing Simply Asterisk Connector

Click on the this link to download Simply Asterisk Connector.

Unzip the application package (VtigerAsteriskConnector-x.y.zip)

unzip SimplyAsteriskConnector-x.y.zip

Update SimplyAsteriskConnector/VtigerAsteriskConnector.properties

Asterisk Server

ServerIP	IP on which the Simply Asterisk Connector will be running. (Preferably use 0.0.0.0)
ServerPort	Port on which Simply Asterisk Connector has to run in your server.
StorageDir	Path to store the Asterisk Call Recordings in your Asterisk server.
AsteriskAppDBPath	Path to store the Simply Asterisk Connector database file in your server.
AsteriskServerPort	Port on which Asterisk Server is running.
AsteriskUsername	Username configured in manager.conf of your Asterisk Server.
AsteriskPassword	Password configured in manager.conf of your Asterisk Server.

Simply

SimplyURL	Absolute URL on Simply CRM you are integrating with.
SimplySecretKey	Copy and Paste the Simply Secret Key that is generated in your Simply Instance. You can find this under Simply CRM > Settings > Integration > PBXManager > Asterisk Server Details

Changes Required in Asterisk Server

Edit Asterisk Extensions configuration file: (extensions.conf) and add the Context as shown below:

; --- START ----
[simply]
exten => _X.,1,Agi(agi://0.0.0.0/incoming.agi)
; --- END ---

Note:

1. _X = pattern to accept any number as extension

2. 0.0.0.0 = SimplyAskteriskConnector_ServerIP (or the one configured in SimplyAskteriskConnector/VtigerAskteriskConnector.properties)

Edit Asterisk cdr configuration file: (cdr_manager.conf) and modify “enabled” field as shown below:

;--- START ---
enabled = yes
;--- END ---

Edit Asterisk manager configuration file: (manager.conf) and add Simply IP in the ACL (Access Control List) under the username configured in SimplyAskteriskConnector/VtigerAskteriskConnector.properties as shown below:

;--- START ---
permit = Simply_IP/255.255.255.0
;--- END ---

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