Setup Step-by-Step

Editors note: These directions refer to version 1.0 of our VoiceElements for Teams product.  Version 2.0 is in pre-release and includes single sign on support and tighter teams integration.  If you need setup instructions for version 2.0 please click here.

These steps will help you Setup a direct routing SBC to our system in your Team’s Admin portal. It will also show you how to set things up in the Voice Elements portal. You will also be able to pick a phone number and assign that to a user.

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Step 1
Let’s pick out some new phone numbers for each of your users.

If you would like to use existing phone numbers we can port those in. Contact support@inventivelabs.com for help with this.

Step 2

To add an additional number click on “Add New Number”

Step 3

Enter the US or Canada area code that you would like your new number assigned from.

In this example we are looking for a Denver, CO number in area code 720

Step 4

If a phone number cannot be found, you will see a message.

Otherwise, click the drop down to select a city.

If you cannot find a number close to what you want, please contact us, we can help. support@inventivelabs.com

Step 5

Select a number.

After selecting a number, a dialog will come up – Press OK.

Step 6

This Dialog will now appear. Leave all the settings alone, but change the Description to the name of the user that this phone number is for.

Repeat step 2 through 6 for each user. Make sure you keep the list of phone numbers and users. You will need them later in the process.

Step 7

When you are done, you should see a list of all the phone numbers.

Leave this window open, we will be back to it in a few minutes.

Step 8

Now that you have phone numbers for your users, it is time to jump into the Microsoft Teams admin system so set up the users with phone numbers and a few other tasks.

This is the part where you are going to need the Teams Admin Role.

Open a new tab. Navigate to admin.teams.microsoft.com

Select Users

Make sure the users that you are going to add phone numbers to have the Phone System column set to “On”. If not, you need to add a Microsoft “phone system” license to that user.

Step 9

The Microsoft Teams Admin portal does not yet have a place to assign a direct routing phone to a user but it will show the number when it is assigned.  To assign a phone number for direct routing, Microsoft requires you to run certain administrative commands using a PowerShell interface.  We have developed a simple PowerShell script that that will assist you in the process of setting the direct routing phone number for your users in teams.  This must be run from your desktop.

Please download the tool using this link: https://download.voiceelements.com/TeamsPowerShellTool.zip

Before you unzip the file, we recommend that you copy the zip file to your desktop.  Then, right click on the zip file and select “Properties”.

On newer operating systems there may be a button or checkbox to “Unblock” the file. This is because it was downloaded from the internet.  Older operating systems will not have this and you can go ahead and close this window.  However, if this is shown, please click or press Unblock and then press OK.

After you are done you should now unzip the file to a folder on your computer or desktop.

How to Unblock a File
Step 10

The next step is to run the “StartHere” as an administrator.  Do this by right clicking on the “StartHere” and selecting “Run as Administrator”.

This will start the tool.  Be aware that the first time you run the tool it will check to make sure you are running the correct version of PowerShell, give you access to NuGet as a package provider and then download the MicrosoftTeams modules. This takes a moment to do, so be patient.  If you have any trouble, please contact: vesupport@voiceelements.com.

StartHere is Run as Administrator

Note: If you see this screen, you will need to allow the running of the tool.  Do this by selecting “More Info” and then selecting “Run Anyway”

Select More Info
Run Anyway
Step 11

At this point, you may or may not see any of the following screens.  If you do, please press “Y” and then press enter.

In some cases you may be offered “A” as an option for ‘All’, in that case you can press “A” and then press enter.

Enter A to accept All
Enter Y for Yes
Step 12

Following a successful installation, you will be prompted to login to your account.  Please login using an account that has permission to administer your domain.

After logging in, you will see the PowerShell window and the configuration panel.  We suggest running them side by side or positioned in a way that is similar to the way shown.

This way you will be able to see the output of the PowerShell window as you run commands from the panel.

To add a number for a user you will need to enter the user’s id into the panel.  The format is: someusername@yourdomain.com and the format for the phone number is +1XXXYYYZZZZ where XXXYYYZZZ is the 10 digit number created for the user in the previous steps. After you enter this information press “Set Phone Number”.

Give the script a moment to run.  You will see a message when the assignment is complete.  If there is an error, it could be because the user does not have a phone system license.  If this is the case, purchase a license from your reseller and assign it to the user, or if you do not have a reseller, contact vesupport@voiceelements.com and we can assist you.

To view an already assigned number or to check on a user, enter the user’s id in the lower panel and press “View Phone Number”.  If the number is assigned you will see it in the PowerShell Panel.

Proceed to assign all of the numbers to your users as appropriate.  After you have assigned all of the numbers to your users you may proceed to the next step.  You can run this tool again at anytime to assign more numbers as needed,

Signin to Microsoft
Position Panel As Shown
Assign A Number From the Panel
Step 13

Go back to the original browser tab with the Teams Admin center. Refresh the Users page. After a while you will see the phone numbers assigned to each user. It normally shows up after 5 or 10 minutes – just periodically refresh this page.

Step 14

Now we need to set up a Voice routing policy and assign that policy to each user.

Select Voice / Voice Routing policies

Then click Add

Step 15

Key in “Voice Elements SBC” at the top.

Click Add PSTN usage

Step 16

Click Add

Type in US and Canada

Check the box

Click Save and apply

Step 17

Check US and Canada

Click Save to save the Voice Elements SBC routing policy

Step 18

Now you need to apply this policy to each user.

On the Users tab, select each user one at a time and click “Edit Settings”

Step 19

On the right you will see “Edit Settings”. You will need to scroll the window down to “Voice Routing Policy”

Click the drop down and select “Voice Elements SBC”

Then Click Apply

Do this for each user

When you are done, leave this tab open, we will come back to it in a few minutes.

Step 20

The last step you need to set up in the Microsoft Teams Admin Center is to create a Direct Routing SBC. But before you do that, there are a few more things to set up in the Voice Elements portal.

Go back to the Voice Elements Portal. Select “Settings” then “Microsoft Teams”

Step 21

Select the main time zone for your organization and press Continue.

Step 22

Now enter the user information on the Voice Elements Side.

Press Add User. Fill out the dialog box and press Save.

Do this for each user.

Then click Next

Step 23

If you wish to enable call recording, check the box and select the retentions days.

Press Next

Step 24

For MS Teams to talk to our system you will need to make a DNS entry to point to the IP address shown on this screen.

You make up the FQDN. Normally people call it sbc1.yourdomain.com

In your DNS, Enter an A record for your FQDN and point it to the IP address. DNS Instructions

Key in the FQDN and press “Verify DNS”

Step 25

Once your DNS has been validated it returns some important information.

You will need the FQDN and Sip Signaling Port to create the SBC in the Teams Admin.

Step 26

Now back the Teams Admin Center.

Select Voice then Direct Routing

Then Click +Add

Step 27

Type your FQDN at the top

Enter the SIP Signaling port (assigned from that last Voice Elements screen)

Set the rest of the screen as you see here.

Click Save

Step 28

Now click on the “Voice Routes” tab and click +Add

Step 29

Type “Voice Elements” at the top.

Type “.*” in the Dialed number pattern

Click “Add SBCs”

Step 30

Check the box by your FQDN

Click “Apply”

Click “Add PSTN Usage”

Step 31

Check the US and Canada box

Click Apply

Step 32

Press Save

Step 33

You may have to wait a few minutes before the systems start to communicate.

After a while, you can click on the FQDN to see the status.

Step 34

This is the Direct Routing status screen when everything is working correctly

Step 35

Try dialing out.

Then try calling into your number

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Go Beyond Traditional Phone Systems
With Voice Elements for Microsoft Teams