1. www.planet.com.tw 1 / 62 Internet Telephony PBX System IPX-2000(V2) SOP for the Stackable Management

2. www.planet.com.tw 2 / 62 Agenda Overview  What is stackable  Operation Modes  Consolidated Management Lab environment Configuration  Case I: Stack multiple IP PBX boxes at a time  Case II: Stack a new IP PBX box with an existing running box  Case III: Add more than one slave boxes to an existing stack  Case IV: use SIP 305 or SIP 302 function  Case V : Remove slave boxes from stack Q & A

3. www.planet.com.tw 3 / 62 Overview PLANET IP PBX is scalable and allows you to enlarge capacity by stacking up to four IP PBX boxes to form a cluster. It only operate on PLANET IPX-2000 so far. What is stackable

4. www.planet.com.tw 4 / 62 Overview PLANET IP PBX provides three modes ：  Standalone mode  Master mode  Slave mode The default mode is standalone mode while there is no cluster and IP PBX box works independently. Once a cluster is formed, only one IP PBX box runs in master mode, and rest of boxes run in slave mode in the cluster. For instance, with full-capacity case, there would be one master box and 3 slave boxes in a cluster. Select System – Stackable to see the current operation mode of each IP PBX box. Operation Modes

5. www.planet.com.tw 5 / 62 Overview Stackable Management page of the master box not only indicates IP addresses of current slave boxes in a cluster but also allows you to add new slave boxes to the cluster or remove slave boxes from the cluster. Within a cluster, any update of configuration information to the master box would affect all slave boxes automatically. As a result, you shall only configure the master box to take control over the whole cluster in most case1. Meanwhile, all boxes within the same cluster share the same registration information and work as one single box Case1 However, for SIP and PSTN trunks and Meet-me conferences, you need to configure them respectively on each box in stack. It is similar to how you configure them in standalone mode. Case2 For Registration Load Balance function, you need to configure them respectively on each box in stack. Consolidated Management

6. www.planet.com.tw 6 / 62 Lab environment

7. www.planet.com.tw 7 / 62. Configurations Notice items Ensure all boxes have factory default settings before being stacked. Ensure all boxes have TCP routing to each other via LAN interfaces if they are in different local networks. Select one of the boxes to be the master box. Others are slave boxes consequently Make sure both master and slave box IP are all in the same segment. Case I: Stack multiple IP PBX boxes at a time

8. www.planet.com.tw 8 / 62 1. Change the LAN IP of the slave box in order to avoid the same IP as the master box. Select PBX System -> System -> On-board LAN Setup to modify IP address Case I: Stack multiple IP PBX boxes at a time

9. www.planet.com.tw 9 / 62 2. Please stopped the DHCP service of PBX as the following illustration. Select PBX System -> Service -> DHCP Service to disable the DHCP Service Case I: Stack multiple IP PBX boxes at a time

10. www.planet.com.tw 10 / 62 3. For each slave box, go to System -> Stackable page to specify the master’s IP address and click APPLY Case I: Stack multiple IP PBX boxes at a time STEP2 : Click APPLY STEP 1 : Enter the master’s IP address

11. www.planet.com.tw 11 / 62 4. Go to Service -> IP PBX Service and click RELOAD and RESTART to reflect the changes Case I: Stack multiple IP PBX boxes at a time

12. www.planet.com.tw 12 / 62 5. For the master box, go to System -> Stackable page. Select Enable Master Mode check box, enter IP address and port of a slave box, and then click ADD, one by one for each of them. Case I: Stack multiple IP PBX boxes at a time STEP 3 : Click ADD STEP 1 : Enable Master Mode STEP 2 : Enter IP address of the slave box

13. www.planet.com.tw 13 / 62 6. Go to Service -> IP PBX Service and click RELOAD and RESTART to reflect the changes Case I: Stack multiple IP PBX boxes at a time

14. www.planet.com.tw 14 / 62 All boxes are stacked and a cluster is formed. You can start to configure extensions etc. on master box to make internal calls possible. You can also configure SIP and PSTN trunks on each box to enable inbound and outbound calls. Any configuration change in stack requires in of master stack requires RELOAD in Service -> IP PBX Service of masterbox. Case I: Stack multiple IP PBX boxes at a time

15. www.planet.com.tw 15 / 62 This case means that there is a standalone box up running for a while. Now you would like to add a new box to form a cluster.. Therefore, the standalone box will become a master box later. Notice items Ensure all boxes have TCP routing to each other via LAN interfaces if they are in different local networks. Select one of the boxes to be the master box. Others are slave boxes consequently Make sure both master and slave box IP are all in the same segment. Case II: Stack a new IP PBX box with an existing running box

16. www.planet.com.tw 16 / 62 1. 1. Change the LAN IP of the slave box in order to avoid the same IP as the master box.Select PBX System -> System -> On-board LAN Setup to modify IP address Case II: Stack a new IP PBX box with an existing running box

17. www.planet.com.tw 17 / 62 2. Now, backup the IP PBX configuration on the existing box (standalone). Go to Service and select (standalone). Go to Service->IP PBX Service and select BACKUP Case II: Stack a new IP PBX box with an existing running box Click BACKUP

18. www.planet.com.tw 18 / 62 3. 3. Now, go to Service ->TFTP Service -> Download / Delete File from the Above Folder -> GET FILE to get the newest file and save it. Click GET FILE to get the newest configuration file and save it Case II: Stack a new IP PBX box with an existing running box

19. www.planet.com.tw 19 / 62 4. 4. Go to the GUI of the new one (slave box),then restore this configuration file to the new one (slave box).Go to Service -> TFTP Service -> upload File -> Browse to put backup file which stores in C: STEP 1: Choice the configuration file which stores in C disk. STEP 2 : Click PUT FILE Case II: Stack a new IP PBX box with an existing running box

20. www.planet.com.tw 20 / 62 5. Go to Service -> IP PBX Service and click RELOAD and RESTART to reflect the changes Case II: Stack a new IP PBX box with an existing running box

21. www.planet.com.tw 21 / 62 6. 6. Go to Service -> IP PBX Service and select the newest file from IP PBX Configuration Restore,then click RESTORE. Case II: Stack a new IP PBX box with an existing running box

22. www.planet.com.tw 22 / 62 7. On new box (slave box), remove ： All trunk configurations including routes and route groups All trunk configurations including routes and route groups All Meet-me conference configurations first. All Meet-me conference configurations first. Case II: Stack a new IP PBX box with an existing running box

23. www.planet.com.tw 23 / 62 Please stopped the DHCP service of PBX as the following illustration. 8. Please stopped the DHCP service of PBX as the following illustration. Select to disable the DHCP Select PBX System -> Service -> DHCP Service to disable the DHCP Service Service Case II: Stack a new IP PBX box with an existing running box

24. www.planet.com.tw 24 / 62 Go toand clickand to reflect the changes 9. Go to Service -> IP PBX Service and click RELOAD and RESTART to reflect the changes Case II: Stack a new IP PBX box with an existing running box

25. www.planet.com.tw 25 / 62 10. For each slave box, go to System -> Stackable page to specify the master’s IP address and click APPLY STEP 1: Enter the master’s IP address STEP 2: Click APPLY Case II: Stack a new IP PBX box with an existing running box

26. www.planet.com.tw 26 / 62 11. Go to Service -> IP PBX Service and click RELOAD and RESTART to reflect the changes Case II: Stack a new IP PBX box with an existing running box

27. www.planet.com.tw 27 / 62 12. For the master box, go to System -> Stackable page. Select Enable Master Mode check box, enter IP address and port of a slave box, and then click ADD, one by one for each of them. STEP 3: Click ADD STEP 1: Enable Master Mode STEP 2: Enter the slave’s IP address Case II: Stack a new IP PBX box with an existing running box

28. www.planet.com.tw 28 / 62 13. Go to Service -> IP PBX Service and click RELOAD and RESTART to reflect the changes Case II: Stack a new IP PBX box with an existing running box The existing box turns to a master box and the new box is a slave box in the cluster.

29. www.planet.com.tw 29 / 62 Similar to previous case, you can also add more slave boxes to an existing cluster. 1. Change the LAN IP of the slave box in order to avoid the same IP as the master box.Select PBX System -> System -> On-board LAN Setup to modify IP address STEP 1: Input the IP address and netmask STEP 2 : Click APPLY Case III: Add more than one slave box to an existing stack

30. www.planet.com.tw 30 / 62 2. Now, backup the IP PBX configuration on the existing box (Master). Go to Service and select Go to Service->IP PBX Service and select BACKUP Click BACKUP Case III: Add more than one slave box to an existing stack

31. www.planet.com.tw 31 / 62 3. Now, go to 3. Now, go to Service ->TFTP Service -> Download / Delete File to get the newest file and from the Above Folder -> GET FILE to get the newest file and save it. save it. Case III: Add more than one slave box to an existing stack Click GET FILE to get the newest configuration file and save it

32. www.planet.com.tw 32 / 62 4. Go to the GUI of the new one (slave box),then restore this configuration to the new one (slave box). Go to configuration to the new one (slave box). Go to Service ->TFTP -> Browse to put backup file which stores Service -> upload File -> Browse to put backup file which stores in C: in C: Case III: Add more than one slave box to an existing stack STEP 1: Choice the configuration file which stores in C disk. STEP 2 : Click PUT FILE

33. www.planet.com.tw 33 / 62 5. Go toand clickand 5. Go to Service -> IP PBX Service and click RELOAD and RESTART to reflect the changes Case III: Add more than one slave box to an existing stack

34. www.planet.com.tw 34 / 62 6. Go to Service and select the newest file from 6. Go to Service -> IP PBX Service and select the newest file from IP PBX Configuration Restore,then click. IP PBX Configuration Restore,then click RESTORE. Case III: Add more than one slave box to an existing stack

35. www.planet.com.tw 35 / 62 7. On new box (slave box), remove ：  All trunk configurations including routes and route groups  All Meet-me conference configurations first. Case III: Add more than one slave box to an existing stack

36. www.planet.com.tw 36 / 62 Please stopped the DHCP service of PBX as the following 8. Please stopped the DHCP service of PBX as the following illustration. Select to illustration. Select PBX System -> Service -> DHCP Service to disable the DHCP Service disable the DHCP Service Case III: Add more than one slave box to an existing stack

37. www.planet.com.tw 37 / 62 9. Go to the new one (slave box ),Select 9. Go to the new one (slave box ), Select PBX System -> Stackable to remove the parameter of the Interface which like the following illustration. illustration. Case III: Add more than one slave box to an existing stack STEP 1 : Remove slave’s IP address STEP 2 : Click DEL STEP 3 : Click Confirm

38. www.planet.com.tw 38 / 62 Go toand clickand 10. Go to Service -> IP PBX Service and click RELOAD and RESTART to reflect the changes Case III: Add more than one slave box to an existing stack

39. www.planet.com.tw 39 / 62 For each slave box, go topage to specify 11. For each slave box, go to System -> Stackable page to specify the master’s IP address and click the master’s IP address and click APPLY Case III: Add more than one slave box to an existing stack STEP 1 : Enter the master’s IP address STEP 2 : Click APPLY

40. www.planet.com.tw 40 / 62 Go toand clickand 12. Go to Service -> IP PBX Service and click RELOAD and RESTART to reflect the changes. Case III: Add more than one slave box to an existing stack

41. www.planet.com.tw 41 / 62 For the master box, go topage. Select 13. For the master box, go to System -> Stackable page. Select check box, enter IP address and port of a Enable Master Mode check box, enter IP address and port of a slave box, and then click, one by one for each of them. slave box, and then click ADD, one by one for each of them. STEP 1 : Enter the second slave’s IP address STEP 2 : Click ADD Case III: Add more than one slave box to an existing stack

42. www.planet.com.tw 42 / 62 Go toand clickand 14. Go to Service -> IP PBX Service and click RELOAD and RESTART to reflect the changes. Case III: Add more than one slave box to an existing stack

43. www.planet.com.tw 43 / 62 15. You can open the GUI of the new box joining to the master box And go topage toobserve if it become And go to System -> Stackable page to observe if it become slave or not. It should like the following illustration after slave or not. It should like the following illustration after configuration. configuration. Case III: Add more than one slave box to an existing stack

44. www.planet.com.tw 44 / 62 Case III: Add more than one slave box to an existing stack

45. www.planet.com.tw 45 / 62 What is SIP 305 Register these three IP Phones to the stacked IP PBXs cluster and set the registrar server of these three phones to the master IP PBX And enable the use 305 option under the load balance function to check does the IP Phone accepts the SIP 305 (use proxy only).If These three IP Phones separated register on different IP PBX then the test pass, if these three IP Phones all register on the master IP PBX then the test failed. Case IV: Use SIP 305 or SIP 305 function

46. www.planet.com.tw 46 / 62 What is SIP 302 Register these three IP Phones to the stacked IP PBXs cluster and set the registrar server of these three phones to the master IP PBX And enable the use 305 option under the load balance function to check does the IP Phone accepts the SIP 302 (move temporary).If These three IP Phones separated register on different IP PBX then the test pass, if these three IP Phones all register on the master IP PBX then the test failed. Case IV: Use SIP 305 or SIP 305 function

47. www.planet.com.tw 47 / 62 Notice items 1. Make sure if the PBX box has become stack then You can just use the SIP 302 or 305 function. 2. Please remember to register the BB Phone again after settings then the load balance function will be enable. Case IV: Use SIP 305 or SIP 305 function

48. www.planet.com.tw 48 / 62 Use 305 function 1. For the slave box, go to and select 1. For the slave box, go to System -> Stackable -> Registration Load Balance and select By 305 Use Proxy Case IV: Use SIP 305 or SIP 305 function STEP 1 : Select By 305 Use Proxy STEP 2 : Click APPLY

49. www.planet.com.tw 49 / 62 2. Go toand clickand 2. Go to Service -> IP PBX Service and click RELOAD and RESTART to reflect the changes. Case IV: Use SIP 305 or SIP 305 function

50. www.planet.com.tw 50 / 62 3. For the box, go to 3. For the master box, go to System -> Stackable -> Registration and select Load Balance and select By 305 Use Proxy Case IV: Use SIP 305 or SIP 305 function STEP 2 : Click APPLY STEP 1 : Select By 305 Use Proxy

51. www.planet.com.tw 51 / 62 4. 4. Go to Service -> IP PBX Service and click RELOAD and RESTART to reflect the changes. Case IV: Use SIP 305 or SIP 305 function

52. www.planet.com.tw 52 / 62 5. Please remember to register the BB Phone again after settings then the load balance function will be enable. There are two ways to test and verify ： For the master and slave box, go to System -> Maintenance -> SIP UA to see the registration status and it should like the following illustration. Case IV: Use SIP 305 or SIP 305 function

53. www.planet.com.tw 53 / 62 Use ethereal to observe register status then you can see the “305 use proxy ” as the following illustration. Case IV: Use SIP 305 or SIP 305 function

54. www.planet.com.tw 54 / 62 Use 302 function 1. For the slave box, go to System -> Stackable -> Registration Load Balance and select By 302 Moved Temporary,then click APPLY Case IV: Use SIP 305 or SIP 305 function STEP 1: Select By 302 Moved Temporarily STEP 2 : Click APPLY

55. www.planet.com.tw 55 / 62 2. Go to Service -> IP PBX Service and click RELOAD and RESTART to reflect the changes. Case IV: Use SIP 305 or SIP 305 function

56. www.planet.com.tw 56 / 62 3. For the master box, go to System -> Stackable -> Registration Load Balance and select By 302 Moved Temporary,then click APPLY Case IV: Use SIP 305 or SIP 305 function STEP 2 : Click APPLY STEP 1: Select By 302 Moved Temporarily

57. www.planet.com.tw 57 / 62 4. Go to Service -> IP PBX Service and click RELOAD and RESTART to reflect the changes. Case IV: Use SIP 305 or SIP 305 function

58. www.planet.com.tw 58 / 62 5. Please remember to register the BB Phone again after settings then the load balance function will be enable. then the load balance function will be enable. There are two ways to test and verify ： For the master and slave box, go to -> to see the registration status and it should like the following illustration. For the master and slave box, go to System -> Maintenance -> SIP UA to see the registration status and it should like the following illustration. Case IV: Use SIP 305 or SIP 305 function

59. www.planet.com.tw 59 / 62 Use ethereal to observe register status then you can see the “302 Moved Temporary” as the following illustration. Case IV: Use SIP 305 or SIP 305 function

60. www.planet.com.tw 60 / 62 If these IP Phones separated register on different IP PBX then the test pass, if these IP Phones all register on the master IP PBX then the test failed. Case IV: Use SIP 305 or SIP 305 function

61. www.planet.com.tw 61 / 62 1. Go to System -> Stackable of the master box. 2. Select IP address of a slave box you would like to remove in Slave Peers, and then click DEL. 3. Click APPLY. 4. Go to Service -> IP PBX Service of the master box, and click RESTART to reflect the changes. 5. The cluster no longer owns the removed box. The removed box gets off the cluster and would turn back to be standalone. Moreover, the master box would also turn back to be standalone if all slave boxes are removed and the cluster does not exist any more. Case V: Remove slave boxes from stack

62. www.planet.com.tw 62 /62