Allworx® 24x to 48x Migration Procedure
Contents
1. map all phones from other sites that were mapped on the 24x In Advanced Multi site configurations it is possible that references on remote sites to phones on the original 24x may not correctly map after re syncing This would impact extension routing and BLF programmable function keys referencing these phones All such references should be checked Manually Configure the Remaining Settings Access the following screens and duplicate the 24x settings on the 48x If the site is not using features on the any of the pages they may be skipped Note that not all Admin screens are listed Some will have been fully configured using the settings import Others will be accessed in later steps 48x Admin screens e Phone System gt Audit PIN Codes e Phone System gt Auto Attendants e Phone System gt Call Monitors e Phone System gt Call Park e Phone System gt Call Queues e Phone System gt Call Queues gt Modify Queue 0 9 e Phone System gt Dial Plan Dialing Privilege Groups will have been configured by the settings import Configure all other settings Custom service groups are not preserved when importing settings Any Dialing Privilege Group that referenced a custom service group will have to be re configured e Phone System gt Emergency CID 300 Main Street East Rochester NY 14445 Toll Free 1 866 ALLWORX 585 421 3850 www allworx com 2010 Allworx Corp All rights reserved Allworx a wholly owned subsi2. re configure its settings with the User ID Login ID and new password e Phone System gt Languages Before updating the Languages settings you must install the language packs for the languages that were in use on the 24x e Phone System gt Outside Lines The settings import will have configured the Outside Lines However if the site was in a Multi Site network some manual configuration may be necessary Outside lines that were routed to extensions on remote sites or to the voicemail inbox of users on remote sites will have to re configured Check the routing of all Outside Lines and DID Routing Plans to verify that they match the 24x routing In addition check Anonymous Call Handling to be sure it matches the 24x setting e Phone System gt Paging e Phone System gt Speed Dial e Business gt Contact Information e Business gt Day Night Mode e Business gt Message Alias e Business gt Users gt Modify System Administrator user e Servers gt Web e Reports gt Call Details 300 Main Street East Rochester NY 14445 Toll Free 1 866 ALLWORX 585 421 3850 www allworx com 2010 Allworx Corp All rights reserved Allworx a wholly owned subsidiary of PAETEC Holding All other names may be trademarks or registered trademarks of their respective owners Revised November 15 2010 Page 9 allworx 24x to 48x Migration Procedure Release 7 2 x e Maintenance gt Backup e Maintenance gt Time 3 If
3. gt Email gt Modify e Servers gt VoIP gt Modify e Servers gt Web 300 Main Street East Rochester NY 14445 Toll Free 1 866 ALLWORX 585 421 3850 www allworx com 2010 Allworx Corp All rights reserved Allworx a wholly owned subsidiary of PAETEC Holding All other names may be trademarks or registered trademarks of their respective owners Revised November 15 2010 Page 11 allworx 24x to 48x Migration Procedure Release 7 2 x Reports gt Call Details Maintenance gt Backup Maintenance gt Time If this site is using ACD or Conference Center log into My Allworx Manager on the 24x as the Admin user 1 Save the My Conferences Tab 2 Save the Call Queue screen using the following procedure a b Click on the Call Queues Tab For every ACD queue ACD queues will have a view administration link click the view administration link For every ACD queue click the show link for Agents The link is near the Update and Cancel buttons When all of the links have been clicked all desired settings will be displayed Save the entire screen This may require that you scroll down and take multiple screenshots 300 Main Street East Rochester NY 14445 Toll Free 1 866 ALLWORX 585 421 3850 www allworx com 2010 Allworx Corp All rights reserved Allworx a wholly owned subsidiary of PAETEC Holding All other names may be trademarks or registered trademarks of their respect
4. settings until you are instructed to do so in the procedure The 48x must be clean in order for the migration to work properly A procedure is provided to remove settings if any exist The 24x and 48x servers must be running the same version of system software An OfficeSafe backup from a 24x cannot be restored to a 48x server OfficeSafe backups can only be used on the same server model as the one from which they were made Feature keys for the 24x will not activate features on the 48x Feature keys can only be used on the unit for which they were created New keys created specifically for your new 48x must be obtained Some feature keys that may be on your 24x are no longer used by the system 48x keys for the following features will not be provided o Internet Call Access VoIP o Communications Center Group Calendaring If you are using a T1 line on the 24x a T1 License 1 feature key is required for the 48x to be able to continue to use the T1 A port To enable the T1 B port a T1 License 2 key is required Voicemail messages cannot be transferred to the new server Advise the site s employees to act on and delete their voicemail prior to the start of the migration process Any voicemail messages that remain can be saved but it can be time consuming depending on the number of users at the site Call detail records and queue statistics cannot be transferred to the new server If this data is needed by the site advise them t
5. this site is using ACD select queue agents for ACD queues a b C e Log into My Allworx Manager on the 48x as the Admin user Click on the Call Queues Tab For every ACD queue ACD queues will have a view administration link click the view administration link For every ACD queue click the show link for Agents The link is near the Update and Cancel buttons Configure the settings to match the corresponding queue on the 24x 4 Ifthe site is using the Conference Center a b C Log into My Allworx Manager on both the 24x and the 48x as the Admin user Click on the My Conferences Tab Examine the 24x Conference Center screen For conferences with IDs 480 through 483 modify the conferences on the 48x to match the 24x if necessary Add scheduled conferences to match those on the 24x The Creator of the new conferences will be admin which may be different from the original Creator This should not be a problem because the Moderator can perform the functions of the Creator modify delete Also the Conference IDs will be different from the original Conference IDs The IDs cannot be modified Inform the owners and moderators of the new IDs and the change in Creator if any The original creators may want to re create the conferences to maintain the original Creator Moderator settings Q Back up the 48x Immediately make an OfficeSafe backup of the 48x 300 Main Street East Rochester NY 14445 Toll F
6. 1 hour before proceeding 300 Main Street East Rochester NY 14445 Toll Free 1 866 ALLWORX 585 421 3850 www allworx com 2010 Allworx Corp All rights reserved Allworx a wholly owned subsidiary of PAETEC Holding All other names may be trademarks or registered trademarks of their respective owners Revised November 15 2010 Page 7 allworx 24x to 48x Migration Procedure Release 7 2 x 2 Move all cables from the 24x to the corresponding ports on the 48x If doing this involves disconnecting your PCs from either the 24x or 48x re establish those connections log into both servers Admin pages and proceed a Navigate to Network gt Multi Site b Update the Configuration section on the 48x to match the 24x lf Advanced Multi site was enabled on the 24x and the 24x was the Controller site a Onall Branch sites disable Advanced Multi site then re enable it using the same Controller site IP as before now the 48x s IP address b On the 48x refresh the Multi Site page c Accept all of the Branch site requests to join the network If Advanced Multi site was enabled on the 24x and the 24x was a Branch site configure the Controller IP address and Site name to be the same as was configured on the 24x and join the network Accept the 48x on the Controller site Reboot all phones 6 Whether the 24x was the Controller site or a Branch site after the 48x is fully sync ed with the network _
7. Allworx 24x to 48x Migration Procedure Release 7 2 x allworx communications without compromise No part of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical photocopy recording or otherwise without the prior written permission of Allworx 2010 Allworx Corp All rights reserved Allworx a wholly owned subsidiary of PAETEC Holding All other names may be trademarks or registered trademarks of their respective owners allworx 24x to 48x Migration Procedure Release 7 2 x Table of Contents Te igs a Ul io prinsin a ee ee en er ee Important Note Siis inas a a aA a aa Aaa satus ANa ENE AE AEN N a aaia BUG AUN ey COO cesar Stade ts ames pcestiscnayn pcsiccensd te tine vasseenee ss nsetaemcaands Suyehoaytecnnnaana tanta ws dari sens vyaecensaeetemedieds cantt danseqedseeerses Migration Procedure ae eee ee ecm ete eee near err eee ears meee ee eee re Saving the 24x COTA UO rc actsecta aa crezaenaa ares ea vovevieaae ecetsiaqet Stnadgdenas tenia aaruat eh bata taeaenl bteecanttad Gael dicenistimuass emma gt Se ee re ee eee ee eee B Save the Site s Voicemail OMUONMAl vcssiscccicdunsnenessicnesceenseunl iekanseiteanleesedues nlbes paceaighebendesondienextenneadenante C Save the Site s Call Data Optional eee eee cee eee eeeee eee e tener eee eeeee ee eaaeeeeencaaeeeeeeeeaeeeeteeneeeeeneeeeeeee D Save the Site s Configur
8. ation File oo eeececcceeeeeccceeeeeceeeeeeesaaeeeeeaaaeeeseaaeeeeeeseaaeeeeseeaaeeeeeesaaeeetenees E Export the ILS SS SUNS ccc ned tate ea ies dectn tt ceed cenetgene ici ulacerauteins cena stentetngaserescemncines aeeeivaues F Export the Sites Custom Recordings ain soot sta haccoetcetee ica tna eae eee ee ota G COPY SCIENS a em me ee eee ee eet H Copy Files to the 48x PC iscae sacsiccctiiaieencnsencienthasaedaateneeg a iae a E A a a E E E SI I TNS eD E E E Geced saan cheitntads I Ensure that the 48x is Clean occccct tcecec casa seccavedest thes cdueentenaescansaaseetenanvsmstuadanld cordeccanantaddvecernenastatedentanies J Install Feature WSS es venccrencecersersvecueencareeeauente aenetneretindaa w oeausereteneaddends wateneetetwetgasvancteetetrenteactiauteratses K Configure the Internal Dial Plan pmeeeneer nee re rin ee meee perme eet meen ee ee eee eee ey eee b Import Settings ge sess exec cates a a baa a E a a E EA EE a EE a EEE M Import Custom Recordings resesi petin ae i p enea a a Ea ea AE Ea eaii E Ea ai N Configure Network Settings cs iccccsiesscrecentsucnevinns ds ceevdcantacnasticodsneassseeennainis secur s eanieanadaccdtonsaniteaaNmeacendadtee stalling thE det cate te oo nent corps edeecencaceeeateagaeiueanasnsneeencerenctuaestrneteeeai sens ody Pennesaade Pn a eeernnetee cote O Remove the 24x and Install the 48x on the Network ccccceeeeeeeee reece ee eeeeeee eee eeneeeeeeteneeeeeeneaeeeeee P Manually Config
9. ber of these are configured it may be more efficient to reset the system settings That can be done using the following procedure 1 Reboot into Safe Mode Click the Mount button Choose the Reboot option Reboot in Normal Mode with Factory Defaults restored AND all user settings and files erased 4 Click Reboot J Install Feature Keys Make sure that you have new keys for the 48x For other information on Feature Keys see Important Notes K Configure the Internal Dial Plan On both the 24x and the 48x navigate to Phone System gt Dial Plan gt Internal Dial Plan Modify Set the 48x Extension Length and Internal Dial Plan to match the Internal Dial Plan on the 24x L Import Settings 1 On the 48x navigate to Maintenance gt Import Export 300 Main Street East Rochester NY 14445 Toll Free 1 866 ALLWORX 585 421 3850 www allworx com 2010 Allworx Corp All rights reserved Allworx a wholly owned subsidiary of PAETEC Holding All other names may be trademarks or registered trademarks of their respective owners Revised November 15 2010 Page 6 allworx 24x to 48x Migration Procedure Release 7 2 x 2 Ole 08 a O Or Pp amp m oe 2 Under Import Configuration click the Browse button Using your browser s menu choose the 24x Export Default filename export xml Click the Load button Once the Import details are displayed click the Import button Import Custom Reco
10. diary of PAETEC Holding All other names may be trademarks or registered trademarks of their respective owners Revised November 15 2010 Page 8 allworx 24x to 48x Migration Procedure Release 7 2 x e Phone System gt Extensions Extensions will have been configured by the settings import However if the 24x was in a Multi Site network extensions that routed to handsets that were connected to other sites will not have been configured properly Check the routing of all extensions on the Extensions page and verify that they match the 24x e Phone System gt Handsets Allworx phones will have been configured by the settings import However if the 24x was ina Multi Site network handsets were owned by users from other sites will not have been configured properly Check the owner setting of all phones on the Handsets page and verify that they match the 24x In addition programmable function keys that reference a remote site BLF to a remote handset Messages for a remote user or Speed Dial to a remote extension will have to be re configured Generic IP Phones will have been partially configured by the settings import Complete the configuration of Generic IP Phones using the following procedure 1 On the 48x navigate to Phone System Handsets For each generic phone click Modify Enter a new password Make a note of the User ID and Login ID They may be different from those on the 24x oe eS On the corresponding phone
11. edure The following are the steps to perform the migration Detailed instructions for each of the steps follow Note Do not connect the 48x to the customer s network until instructed to Step O Saving the 24x Configuration QMMO OW Back up the 24x Save the Site s Voicemail Optional Save the Site s Call Data Optional Save the Site s Configuration File Export the Site s Settings Export the Site s Custom Recordings Copy Screens H Copy Files to the 48x PC Setting up the 48x ZErRxer Ensure that the 48x is Clean Install Feature Keys Configure the Internal Dial Plan Import Settings Import Custom Recordings Configure Network Settings Installing the 48x O P Q Install the 48x on the Network Manually Configure the Remaining Settings Back up the 48x Saving the 24x Configuration A Back up the 24x Make an OfficeSafe backup of the 24x This will become an archive from which user data can be retrieved after the migration if necessary B Save the Site s Voicemail Optional If you need to save user voicemail that is on the 24x you will need to use an email client e g Microsoft Outlook to fetch them Perform the following procedure 1 Navigate to Reports gt Users 2 Observe the Inbox columns in the User table For each user that has a number other than 0 in any Inbox column create an email account in some email program e Incoming mail server LAN IP Address of server e Ou
12. es of the screens on the 24x and using them as a guide for configuring the 48x A list of screens to save is provided e f you will be saving screens we recommend that you o Create a folder for the screenshots inside your 24x Settings folder o Name the image files so that you will remember their content e g Message Aliases jpg o Use IE7 or IE8 and save the Admin pages as mht files Otherwise take screenshots using a utility or Keyboard command Ctrl Prnt Scrn o Ensure that the PC you will be using has a graphics editing program e g Microsoft Paint Adobe Photoshop or a screenshot utility e g Snaglt for capturing and storing the screenshots o For each Admin page listed in the instructions make sure you capture the entire page Some pages may continue beyond the bottom of your screen Be sure to scroll down and take additional screenshots as required to ensure all settings are captured Make sure you use different filenames for multiple screenshots of the same web page e g Message Aliases 1 jog Message Aliases 2 jpg etc 300 Main Street East Rochester NY 14445 Toll Free 1 866 ALLWORX 585 421 3850 www allworx com 2010 Allworx Corp All rights reserved Allworx a wholly owned subsidiary of PAETEC Holding All other names may be trademarks or registered trademarks of their respective owners Revised November 15 2010 Page 3 allworx 24x to 48x Migration Procedure Release 7 2 x Migration Proc
13. ive owners Revised November 15 2010 Page 12
14. nd year that you chose If this site is using ACD log into My Allworx Manager as the Admin user and export the queue statistics 1 Click on the Call Queues Tab 2 Click on the Export XLS Report button 3 Use your browser s menus to save the file to your PC D Save the Site s Configuration File This file is a record of all system settings Although this file will not be used in the migration process it may prove to be useful if there is a problem 1 Navigate to Reports gt Configuration 2 Click the Export XLS Report button 3 Use your browser s menus to save the file to your PC Export the Site s Settings Navigate to Maintenance gt Import Export E 1 2 Ifa Delete button is displayed click the Delete button 3 Click the Export button 4 Right click on the View link that appears 5 Use your browser s menus to save the file to your PC F Export the Site s Custom Recordings This section captures all Auto Attendant prompts Queue greetings user voicemail outgoing messages and user voicemail name recordings 300 Main Street East Rochester NY 14445 Toll Free 1 866 ALLWORX 585 421 3850 www allworx com 2010 Allworx Corp All rights reserved Allworx a wholly owned subsidiary of PAETEC Holding All other names may be trademarks or registered trademarks of their respective owners Revised November 15 2010 Page 5 allworx 24x to 48x Migration Procedure Release 7 2 x 1 C
15. o export the reports prior to beginning the migration Procedures for extracting these reports are provided in this document If the site was using multiple languages the language packs will have to be installed on the 48x Download a copy of the language packs from the Allworx Partner Portal It is critical that you perform the steps in the order they are presented This is particularly true if the server to be upgraded is in a Multi Site network 300 Main Street East Rochester NY 14445 Toll Free 1 866 ALLWORX 585 421 3850 www allworx com 2010 Allworx Corp All rights reserved Allworx a wholly owned subsidiary of PAETEC Holding All other names may be trademarks or registered trademarks of their respective owners Revised November 15 2010 Page 2 allworx 24x to 48x Migration Procedure Release 7 2 x A Setup During the migration process files from the 24x will be transferred to your PC Create a 24x Settings folder on your PC to store the files e Some 24x settings must be configured manually on the 48x server To correctly reproduce the original settings on the 48x we recommend using two PCs One attached to the 24x one attached to the 48x Note Files will have to be transferred from the 24x PC to the 48x PC You must have some means to accomplish the transfer e g network storage USB memory device e f you do not have a second PC duplication of the settings on the 48x can be done by saving copi
16. rdings Open an ftp connection between the PC and the 48x Using binary mode copy all the 24x Custom audio files into the 48x s Prompts directory If the site is using multiple languages copy the files from the Primary Language folder Navigate to Phone System gt Auto Attendants Click the Manage link at the top of the page Scroll to the bottom of the page and click the Load button for Primary Language files If the site is using multiple languages copy the Secondary Language files into the prompts directory Click the Load button for Secondary Language files Configure Network Settings Access the following screens and duplicate the 24x settings on the 48x e Network gt Configuration e Network gt Multi site gt advanced Copy the 24x Site Identifier Do not set up any other Multi site page settings yet e Network gt Static Routes e Network gt VPN e Servers gt DHCP e Servers gt DNS e Servers gt Email e Servers gt VoIP Reboot the 48x Installing the 48x O 1 Remove the 24x and Install the 48x on the Network If the 24x was a Branch site on a Multi site network on the network s Controller site perform a Network Delete of the 24x You may proceed immediately to the next step However doing so may lead to temporary conflicts between the removed 24x and the newly connected 48x These conflicts will clear up within and hour and will not harm the system However they can be avoided by waiting for one
17. reate a folder on your PC for the audio recording files If the site is using multiple languages create two folders One for the Primary Language one for the Secondary Language Navigate to the Phone System gt Auto Attendants screen Click the Manage link that appears at the top of the page Scroll to the bottom of the page and click the Export button If the site is using multiple languages Click the first Export button Primary Language custom recordings 5 Open an ftp connection from the PC to the server Navigate to the Prompts folder Using binary mode copy all of the files that are in the Prompts folder to the appropriate folder on your PC 6 If the site is using multiple languages repeat steps 4 and 5 for the Secondary Language custom recordings copying the files to the Secondary folder G Copy Screens If you will be using one PC and saving all screens save them now The list of screens to save can be found in the later section Screens to Save H Copy Files to the 48x PC If you are using two PCs copy the 24x settings folder to an external memory device or network drive and transfer the folder to the 48x PC Setting Up the 48x Ensure that the 48x is Clean The import of 24x settings onto the 48x will not work properly if there are already any users aside from the System Administrator extensions aside from the System Administrator s or handsets configured on the 48x Delete any that exist If a large num
18. ree 1 866 ALLWORX 585 421 3850 www allworx com 2010 Allworx Corp All rights reserved Allworx a wholly owned subsidiary of PAETEC Holding All other names may be trademarks or registered trademarks of their respective owners Revised November 15 2010 Page 10 allworx 24x to 48x Migration Procedure Release 7 2 x Screens to Save If you are using the saving screens method to transfer settings to the 48x perform the following steps Save the following Admin screens on the 24x e Phone System gt Audit PIN Codes e Phone System gt Auto Attendants e Phone System gt Call Monitors e Phone System gt Call Park gt Modify e Phone System gt Call Queues e Phone System gt Call Queues gt Queue 0 9 gt Modify e Phone System gt Conference Center e Phone System gt Dial Plan e Phone System gt Emergency CID e Phone System gt Extensions gt View Call Routes All extensions e Phone System gt Handsets e Phone System gt Languages e Phone System gt Outside Lines e Phone System gt Paging e Phone System gt Speed Dial e Business gt Contact Information e Business gt Message Alias e Business gt Day Night Mode e Business gt Users gt Modify System Administrator user e Network gt Configuration gt Modify e Network gt Multi site e Network gt Multi site gt advanced configuration e Network gt Static Routes e Network gt VPN e Servers gt DHCP gt Modify e Servers gt DNS e Servers
19. tgoing mail server LAN IP Address of server e User Name Allworx user s login name e Password Allworx users message center password can be changed from the Business Users page Do not use 300 Main Street East Rochester NY 14445 Toll Free 1 866 ALLWORX 585 421 3850 www allworx com 2010 Allworx Corp All rights reserved Allworx a wholly owned subsidiary of PAETEC Holding All other names may be trademarks or registered trademarks of their respective owners Revised November 15 2010 Page 4 allworx 24x to 48x Migration Procedure Release 7 2 x e Secure Password Authentication SPA e SSL to communicate with the Allworx server e Authentication for the outgoing server 3 Set the client to leave a copy of the message on the server Initiate a retrieval of the email by clicking Sync or Send Receive within each user s account Provide the email to the user by forwarding them from each account to a non Allworx email account owned by the user oe C Save the Site s Call Data Optional Call Detail Records CDRs can be exported as TSV files one month at a time To save the site s CDRs perform the following steps for every month as far back as is required 1 Navigate to Reports gt Call Details 2 Choose the month year and number of days for the report 3 Click the Export TSV Report button 4 Use your browser s menus to save the file to your PC Name the CDR exports for the month a
20. ure the Remaining Settings ccccesccceeeesscceeeeesseeeeeeeeaeeeeeseeeeeeeeeeaaeeeeeeeaaeeeeeaas Q ACK upthe AB ai sasacieceevusnncestienenees gare ortinselnmredens R pdaiia dees RE E a iE aE Screens to Save ae oi das Sicce cna lentreneasaccnmagenuttensamuasecnaddgaes oxcadenccaixsdanlcepetnden poaesaeuteniacastinens omeussvacacuncadansecnt cas yacnetaeunges 300 Main Street East Rochester NY 14445 Toll Free 1 866 ALLWORX 585 421 3850 www allworx com 2010 Allworx Corp All rights reserved Allworx a wholly owned subsidiary of PAETEC Holding All other names may be trademarks or registered trademarks of their respective owners Revised November 15 2010 Page 1 allworx 24x to 48x Migration Procedure Release 7 2 x Introduction This document provides a procedure for replacing an Allworx 24x server with an Allworx 48x server The procedure includes a method to migrate settings from the 24x to the 48x Allworx system software includes utilities to assist in this migration However manual steps are required to recreate a site s entire configuration on the new server This procedure provides instructions on performing these steps Important Notes The migration process will take a minimum of one hour It can take significantly longer depending on the site s current configuration Do not connect the 48x to the site s network until you are instructed to do so in the procedure Do not configure any 48x
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