Summary
This article will guide you through the initial steps of setting up your VoicePulse FIVE account portal. Completing the steps in this article will result in your VoicePulse FIVE Evaluation account being correctly configured for Outbound calling. After successfully making an outbound call, you should proceed with Getting Started 2: Configuring a PBX trunk to connect to your FIVE Gateway. Once "Getting Started 1" and "Getting Started 2" have been completed, you should configure your account for Inbound calling by using the last guide, Getting Started 3: Configuring your FIVE account to receive Inbound calls.
This article assumes that you have already registered for your FIVE account and have successfully logged into your portal. If you have not yet registered with VoicePulse FIVE click Register.
Step 1: Create an Organization
An Organization is the top administration layer of your VoicePulse Five account. Your Organization will handle the billing for all related VoicePulse FIVE Gateways you create and is where any payment, billing or user management takes place.
After logging in, the first screen you will see is the Organization creation page. Click on the "Create New Org" button toward the top of the page as seen in the picture below. You will be presented with a popup asking for a name for your Organization. Once you have entered a name click the "Update" button. Your new Organization should appear in the grid as seen in the picture below. If you do not see your Organization in the grid, click refresh on the page.
(figure 1.a)
Selecting the Organization will make this Organization your "Active Organization". To select an Organization, click the select button to the right of your Organization in the grid, as seen in the image above. You will now be redirected to the "Manage Organization" page for your "Active Org" and you can now manage your new Org and continue to add and configure the other necessary VoicePulse FIVE objects.
Step 2: Create a Gateway
A Gateway represents the connection between VoicePulse and your SIP Endpoint. While your Organization is the top administration layer for your account, the Gateway is the top layer for the SIP trunking part of your account. Your SIP Endpoint (e.g. PBX, SIP Phone, etc) will send calls to your VoicePulse FIVE Gateway hostname and your VoicePulse Trunks and Endpoints will be directly related to a Gateway.
(Figure 2.a)
From the left hand menu click "Gateways". This will bring you to the screen above.
Click "Create new Gateway" toward the top of the page. This will bring up a popup window like the one in the image below.
(Figure 2.b)
Enter a name (for display only) and a hostname for your Gateway and click the "Create" button. This hostname will be where you register your SIP endpoint and send your outbound calls. The domain name for your Gateway will be myhostname.proxy.voicepulse.com where "myhostname" will be what you enter in the hostname box above. Take note of this address as you will need it when you configure your SIP Endpoint (e.g. PBX, SIP phone, etc). You should see your Gateway in the grid as in the image below.
(Figure 2.c)
Step 3: Create an Endpoint
A VoicePulse FIVE Endpoint represents your actual SIP Endpoint (e.g. PBX, SIP Phone, etc). When you create a VoicePulse FIVE Endpoint you are choosing how you want to authenticate your SIP Endpoint to your VoicePulse FIVE Gateway. There are two authentication methods; IP authentication or Credential authentication. If your SIP Endpoint has a static public IP address, we recommend using IP authentication. IP authentication is easier to configure, doesn't require registration and only allows calls to be made from the allowed IP address. Credential authentication requires you to create a username and password that will be used to authenticate your SIP Endpoint with your VoicePulse FIVE Gateway. This is recommended only if your endpoint IP address is not static. With credential authentication calls will not be restricted to an IP address.
From the left hand menu click "Endpoints". This will bring you to the Endpoints page as seen below.
(Figure 3.a)
Click on the "Create" button toward the top of the page. This will bring up the Endpoint creation popup as seen in the image below.
(Figure 3.b)
Enter a name (for display only) and decide whether you want to use IP or credential authentication as described above.
If you wish to use IP authentication, click the use IP authentication checkbox and enter your SIP Endpoint's static public IP address. Enter the port you wish to use (you can use the standard SIP port 5060 in most cases) and select the Gateway you created in step 2. Click the "Create" button.
If you wish to use Credential authentication, make sure the "Use IP Authentication" checkbox is unchecked and enter a Username and Password for your SIP Endpoint. Take note of the username and password as you will need this when configuring your SIP Endpoint. Note: This username and password is what will be used to authenticate a SIP Endpoint to send calls to your VoicePulse Gateway. We recommend creating a strong username and password and keeping these credentials secure. You are responsible for any calls made using these credentials.
Your Gateway should now show in the grid as seen in figure 3.a above.
Step 4: Create a Trunk
A Trunk represents a connection from your VoicePulse FIVE Gateway to the public switched telephone network (PSTN). From here you can choose to Allow Inbound and/or Outbound calling for your trunk and how many channels (simultaneous inbound/outbound calls) you wish to allow.
From the left hand menu click "Trunks". This will bring you to the Trunks page as seen below.
(Figure 4.a)
Click the "Create" button toward the top of the screen as seen in the above image. This will bring up the "Create Trunk" popup window as seen below.
(Figure 4.b)
Enter a name for your Trunk (for display only), decide whether you wish to allow Inbound calling, Outbound calling, or both for this Trunk, select how many channels (simultaneous inbound/outbound calls) you wish to allow, and select the Gateway you created above from the drop down. Click the "Create" button.
Your Trunk should now show in the grid as seen in figure 4.a.
Step 5: Configure your SIP Endpoint
With an Organization, Gateway, Trunk, and Endpoint created you are now ready to test outbound calling through your FIVE account. You now need to configure your SIP Endpoint to connect to your FIVE Gateway using the authentication method chosen when you created your Endpoint. Continue to the next article in this series Getting Started 2: Configuring a PBX trunk to connect to your FIVE Gateway for help configuring your PBX.
You can also continue to the last article in the series Getting Started 3: Configuring your FIVE account to receive Inbound calls if you would like to allow Inbound calling on your FIVE account. We recommend completing "Getting Started 1" and "Getting Started 2" and successfully completing a test Outbound call before continuing to "Getting Started 3".