Today we’re pleased to introduce Wazo 17.11, the latest iteration in the Wazo fork of XiVO. Twelve years in the making with the same development team, Wazo 17.11 is really something special with a new easy-to-use WebRTC feature and support for Asterisk® FollowMe Roaming. Of course, all of your favorite Incredible PBX add-ons are ready as well. What follows is a new soup-to-nuts tutorial covering everything you need to know to get started with Incredible PBX for Wazo 17.11.

Wazo 17.11 enhances the brand new user interface to complement Wazo’s existing GUI. Revolutionary is probably the best way to describe its design. The reason is that it is generated using pure API calls to the Wazo engine. What that means to the administrator is you can tweak it, enhance it, replace it, or build additional functionality into your UI using the same API calls that the Wazo developers employed to build these components. This is obviously the first of many iterations that will be released in coming months, but it gives you an opportunity to kick the tires. Once you complete the installation process which follows, simply use a browser to log into the IP address of your server at the following link: https://serverIP/admin/. To begin, login with your root GUI credentials and click Plugins to display available options (pictured above). Then install each of the following plugins to begin: Users, Extensions, Contexts, and Devices. The remaining plugins are optional; however, the following plugins are not yet operational: Outcalls and Trunks. The Parking Lots and Switchboard plugins are functional but do not yet show existing setups configured through the legacy GUI. Additional tips and getting started tips are available here. Here’s a summary of the 17.11 additions:

If you’ve been following along in our XiVO adventure with Incredible PBX last year, then you already know that there were a significant number of configuration hoops to jump through once the base install was finished. While these steps are well documented in the original Incredible PBX for XiVO tutorial, there still were plenty of opportunities for typos and skipping steps. Any misstep could spell the difference in a perfectly functioning PBX and one that couldn’t make or receive calls. So we introduced XiVO Snapshots, and today we bring the same technology to the Wazo platform as well.

A Wazo Snapshot is just what the name implies. It’s a snapshot of a working Wazo PBX that has virtually everything already configured: SIP settings that work with Asterisk®, a SIP extension that works with a SIP phone plus your cellphone, a SIP extension preconfigured for WebRTC that uses the new Opus codec, SIP and Google Voice trunk setups for many of the major commercial providers, and default inbound and outbound routes to ease the task of routing calls into and out of your PBX. Basically, you plug in your credentials from your favorite provider after running the Incredible PBX for Wazo installer, tell Wazo how to route the calls, and you’re done. You can have a stable and functional PBX making calls to anywhere in the world in a matter of minutes. Then you can review our numerous tutorials to add additional bells and whistles while actually using your Wazo PBX while you learn.

Incredible PBX for Wazo Installation Overview

Before we roll up our sleeves and walk you through the installation process, we wanted to provide a quick summary of the 10 Basic Steps in setting up Incredible PBX for Wazo. By the way, the whole process takes less than an hour!

  1. Set Up Desired PBX Platform: Stand-alone PC, Virtual Machine, or Cloud-Based Server
  2. Run the Incredible PBX for Wazo installer
  3. Set Up One or More SIP or Google Voice Trunks for Your PBX
  4. Tell Wazo Where to Direct Incoming Calls from Each Trunk
  5. Tell Wazo Which Trunk to Use for Every Outbound Calling Digit Sequence
  6. Set Up a SoftPhone or WebRTC Phone (or both)
  7. Decide Whether to Activate Simultaneous Ringing on your Cellphone
  8. Add Google Speech Recognition Key (if desired)
  9. Activate DISA with Incredible PBX for Wazo (if desired)
  10. Test Drive Incredible PBX for Wazo

1. Incredible PBX for Wazo Hardware Platform Setup

The first step is to choose your hardware platform and decide whether you want to babysit a server and network or leave those tasks to others. We’ve taken the guesswork out of the setups documented below. Five of the options are cloud providers, each of whom provides a generous discount to let you kick the tires. So click on the links below to review the terms and our walkthrough of the setup process on each platform.

2. Running the Incredible PBX for Wazo Installer

Once you have your hardware platform up and running, the rest of the initial setup process is easy. Simply download and run the Incredible PBX for Wazo installer. On some platforms, it first updates Debian 8 to current specs and reboots. Then log back in and rerun the installer a second time if you are prompted to do so.

cd /root
wget http://incrediblepbx.com/IncrediblePBX14-Wazo.sh
chmod +x IncrediblePBX14-Wazo.sh
./IncrediblePBX14-Wazo.sh


3. Setting Up SIP and Google Voice Trunks with Wazo

When the installation is finished, you can make toll-free calls in the U.S. and Canada without doing anything except dialing “1” and the 10-digit number from any phone connected to your server. For other calls, there are two steps in setting up trunks to use with Incredible PBX. First, you have to sign up with the provider of your choice and obtain trunk credentials. These typically include the FQDN of the provider’s server as well as your username and password to use for access to that server. Second, you have to configure a trunk on the Incredible PBX for Wazo server so that you can make or receive calls outside of your PBX. As with the platform tutorials, we have taken the guesswork out of the trunk setup procedure for roughly a dozen respected providers around the globe. In addition, Wazo Snapshots goes a step further and actually creates the trunks for you, minus your credentials, as part of the initial Incredible PBX install.

For Google Voice trunks, log into your server as root and run ./add-gvtrunk. When prompted, insert your 10-digit Google Voice number, your Google Voice email address and OAuth 2 token. The native Google Voice OAuth tutorial explains how to obtain it.

For the other providers, review the setup procedure below and then edit the preconfigured trunk for that provider by logging into the Wazo web GUI and choosing IPX → Trunk Management → SIP Protocol. Edit the setup for your provider (as shown above) and fill in your credentials and CallerID number in the General tab. Activate the trunk in the Register tab after again filling in your credentials. Save your settings when finished. No additional configuration for these providers is required using the Incredible PBX for Wazo Snapshot.

4. Directing Incoming Calls from Wazo Trunks

Registered Wazo trunks typically include a DID number. With the exception of CallCentric, this is the number that callers would dial to reach your PBX. With CallCentric, it’s the 11-digit account number of your account, e.g. 17771234567. In the Wazo web GUI, we use IPX → Call Management → Incoming Calls to create inbound routes for every DID and trunk associated with your PBX. Two sample DIDs have been preconfigured to show you how to route calls to an extension or to an IVR. To use these, simply edit their settings and change the DID to match your trunk. Or you can create new incoming routes to send calls to dozens of other destinations on your PBX.

5. Routing Outgoing Calls from Wazo to Providers

Outgoing calls from extensions on your Wazo PBX must be routed to a trunk provider to reach call destinations outside your PBX. Outgoing call routing is managed in IPX → Call Management → Outgoing Calls. You tell Wazo which trunk provider to use in the General tab. Then you assign a Calling Digit Sequence to this provider in the Exten tab. For example, if NXXNXXXXXX were assigned to Vitelity, this would tell Wazo to send calls to Vitelity if the caller dialed a 10-digit number. Wazo has the flexibility to add and remove digits from a dialed number as part of the outbound call routing process. For example, you might want callers to dial 48NXXNXXXXXX to send calls to a Google Voice trunk where 48 spells “GV” on the phone keypad. We obviously don’t want to send the entire dial string to Google Voice so we tell Wazo to strip the first 2 digits (48) from the number before routing the call out your Google Voice trunk. We’ve included two examples in the Wazo Snapshot to get you started. Skype Connect (shown below) is an example showing how to strip digits and also add digits before sending a call on its way:


6. Setting Up a Softphone & WebRTC with Wazo

If you’re a Mac user, you’re lucky (and smart). Download and install Telephone from the Mac App Store. Start up the application and choose Telephone:Preference:Accounts. Click on the + icon to add a new account. To set up your softphone, you need 3 pieces of information: the IP address of your server (Domain), and your Username and Password. In the World of Wazo, you’ll find these under IPBX → Services → Lines. Just click on the Pencil icon beside the extension to which you want to connect. Now copy or cut-and-paste your Username and Password into the Accounts dialog of the Telephone app. Click Done when you’re finished, and your new softphone will come to life and should show Available. Dial the IVR (4871) to try things out. With Telephone, you can use over two dozen soft phones simultaneously on your desktop.

For everyone else, we recommend the YateClient softphone which is free. Download it from here. Run YateClient once you’ve installed it and enter the credentials for the Wazo Line. You’ll need the IP address of your server plus your Line username and password associated with the 701 extension. On the Wazo platform, do NOT use an actual extension number for your username with Wazo. Go to IPBX Settings → Lines to decipher the appropriate username and password for the desired extension. Click OK to save your entries.


WebRTC allows you to use your Chrome or Firefox browser as a softphone. Extension 701 comes preconfigured for WebRTC access with Incredible PBX for Wazo. It shares the same password as the Line associated with extension 701, but the username is 701 rather than the username associated with the Line. You can decipher the password by accessing the Wazo Web GUI and then IPBX → Services → Users → Incredible PBX → XiVO Client Password. Or log into your server as root using SSH or Putty and run: /root/show-701-pw. Wazo introduces several new features to WebRTC including support for the awesome new Opus codec plus voicemail management and even Gravatar support. It’s all preconfigured!

Special Note: Beginning with version 17.02 of Wazo, WebRTC is fully integrated with NGINX on your server, and a simplified method for configuring WebRTC users has been added. When you create a new User account, simply choose the SIP (WebRTC) Protocol when creating a new user account, and all of the Advanced Line options required to support WebRTC will be preconfigured for you.

To use WebRTC, you no longer need to accept the different SSL certificates associated with the WebRTC app. From your browser, go to the following site and click on each link to accept the certificates. Once you’ve completed this process, simply visit the Wazo WebRTC site.

Before logging in, click on the Gear icon in the lower right corner and then click on the Pencil icon to edit your Settings. Fill in the public IP address of your Wazo server and specify 443 for the Port. Leave the Backend field blank and click Save. Now login to your WebRTC account with Username 701. The Password is the one you obtained running show-701-pw. The IP Address (if required) is the address of your Wazo PBX.

Implementing FollowMe Roaming with a CellPhone

In addition to ringing your SIP extension when incoming calls arrive, Wazo 17.11 can also ring your cellphone simultaneously. This obviously requires at least one outbound trunk. If that trunk provider also supports CallerID spoofing, then Wazo will pass the CallerID number of the caller rather than the DID associated with the trunk. Incredible PBX for Wazo comes with cellphone support for extension 702 ready to go. To enable it, access the Wazo Web GUI and go to IPBX → Services → Users → Incredible PBX and insert your Mobile Phone Number using the same dial string format associated with the trunk you wish to use to place the calls to your cellphone. You then can answer the incoming calls on either your cellphone or the registered SIP phone. If you answer on your cellphone, you will be prompted whether you wish to accept the call. If you press 1 after observing the CallerID, the caller will be connected. If you decline, the caller will be routed to the Wazo voicemail account of the extension.

8. Activating Voice Recognition for Wazo

Google has changed the licensing of their speech recognition engine about as many times as you change diapers on a newborn baby. Today’s rule restricts use to “personal and development use.” Assuming you qualify, the very first order of business is to enable speech recognition for your Wazo PBX. Once enabled, the Incredible PBX feature set grows exponentially. You’ll ultimately have access to the Voice Dialer for AsteriDex, Worldwide Weather Reports where you can say the name of a city and state or province to get a weather forecast for almost anywhere, Wolfram Alpha for a Siri-like encyclopedia for your PBX, and Lefteris Zafiris’ speech recognition software to build additional Asterisk apps limited only by your imagination. And, rumor has it, Google is about to announce new licensing terms, but we’re not there yet. To try out the Voice Dialer in today’s demo IVR, you’ll need to obtain a license key from Google. This Nerd Vittles tutorial will walk you through that process. Add your key to /var/lib/asterisk/agi-bin/speech-recog.agi on line 72.

9. Adding DISA Support to Your Wazo PBX

If you’re new to PBX lingo, DISA stands for Direct Inward System Access. As the name implies, it lets you make calls from outside your PBX using the call resources inside your PBX. This gives anybody with your DISA credentials the ability to make calls through your PBX on your nickel. It probably ranks up there as the most abused and one of the most loved features of the modern PBX.

There are three ways to implement DISA with Incredible PBX for Wazo. You can continue reading this section for our custom implementation with two-step authentication. There also are two native Wazo methods for implementing DISA using a PIN for security. First, you can dedicate a DID to incoming DISA calls. Or you can add a DISA option to an existing IVR. Both methods are documented in our tutorial on the PIAF Forum.

We prefer two-step authentication with DISA to make it harder for the bad guys. First, the outside phone number has to match the whitelist of numbers authorized to use your DISA service. And, second, you have to supply the DISA password for your server before you get dialtone to place an outbound call. Ultimately, of course, the monkey is on your back to create a very secure DISA password and to change it regularly. If all this sounds too scary, don’t install DISA on your PBX.

1. To get started, edit /root/disa-xivo.txt. When the editor opens the dialplan code, move the cursor down to the following line:

exten => 3472,n,GotoIf($["${CALLERID(number)}"="701"]?disago1)  ; Good guy

2. Clone the line by pressing Ctrl-K and then Ctrl-U. Add copies of the line by pressing Ctrl-U again for each phone number you’d like to whitelist so that the caller can access DISA on your server. Now edit each line and replace 701 with the 10-digit number to be whitelisted.

3. Move the cursor down to the following line and replace 12341234 with the 8-digit numeric password that callers will have to enter to access DISA on your server:

exten => 3472,n,GotoIf($["${MYCODE}" = "12341234"]?disago2:bad,1)

4. Save the dialplan changes by pressing Ctrl-X, then Y, then ENTER.

5. Now copy the dialplan code into your Wazo setup, remove any previous copies of the code, and restart Asterisk:

cd /root
sed -i ':// BEGIN DISA:,:// END DISA:d' /etc/asterisk/extensions_extra.d/xivo-extrafeatures.conf
cat disa-xivo.txt >> /etc/asterisk/extensions_extra.d/xivo-extrafeatures.conf
/etc/init.d/asterisk reload

6. The traditional way to access DISA is to add it as an undisclosed option in an IVR that is assigned to one of your inbound trunks (DIDs). For the demo IVR that is installed, edit the ivr-1.conf configuration file and change the “option 0” line so that it looks like this. Then SAVE your changes.

exten => 0,1(ivrsel-0),Dial(Local/3472@default)

7. Adjust the inbound calls route of one of your DIDs to point to the demo IVR by changing the destination to Customized with the following Command:

Goto(ivr-1,s,1)

A sample is included in the Wazo Snapshot. Here’s how ours looks for the Demo IVR:



8. Now you should be able to call your DID and choose option 0 to access DISA assuming you have whitelisted the number from which you are calling. When prompted, enter the DISA password you assigned and press #. You then should be able to dial a 10-digit number to make an outside call from within your PBX.

SECURITY HINT: Whenever you implement a new IVR on your PBX, it’s always a good idea to call in from an outside number 13 TIMES and try every key from your phone to make sure there is no unanticipated hole in your setup. Be sure to also let the IVR timeout to see what result you get.

10. NEW: Travelin’ Man 3 WhiteList Firewall

All new installs of Incredible PBX for Wazo include the newly enhanced and preconfigured IPtables Firewall featuring Travelin’ Man 3. Please read the new tutorial when you have a few minutes. It documents how to enable access to your server for remote phones and traveling users.

PortKnocker previously let a remote user ping the server with a 3-digit code to temporarily add the remote user’s IP address to the IPtables Firewall WhiteList so that the user could gain remote access. We now are adding the ability to let end-users make successful PortKnocks permanent just as if an administrator had used add-ip on the server to add an IP address. Administrators still can remove these entries using del-acct although you will have to know the date and time that the entry was added. The file names consist of timestamp.iptables in /root and the additions are made to the custom WhiteList in /usr/local/sbin/iptables-custom. To enable permanent PortKnocker additions, simply run this command while logged into your server as root: iptables-knock activate.

11. Test Drive Incredible PBX for Wazo

To give you a good idea of what to expect with Incredible PBX for Wazo, just pick up a phone and dial any toll-free number in the U.S. and Canada using a 1 prefix. We’ve also set up a sample IVR using voice prompts from Allison. Try it out from any phone on your PBX by dialing 4871 (IVR1):

Nerd Vittles Demo IVR Options
1 – Call by Name (say “Delta Airlines” or “American Airlines” to try it out)
2 – MeetMe Conference
3 – Wolfram Alpha (Coming Soon!)
4 – Lenny (The Telemarketer’s Worst Nightmare)
5 – Today’s News Headlines
6 – Weather Forecast (enter a 5-digit ZIP code)
7 – Today in History (Coming Soon!)
8 – Speak to a Real Person (or maybe just Lenny if we’re out)

What To Do and Where to Go Next?

Here are a boatload of projects to get you started exploring Wazo on your own. Just plug the keywords into the search bar at the top of Nerd Vittles to find numerous tutorials covering the topics or simply follow our links. Unless there is an asterisk (*) the components already are in place so do NOT reinstall them. Just read the previous tutorials to learn how to configure each component. Be sure to also join the PIAF Forum to keep track of the latest tips and tricks with Wazo. There’s a treasure trove of information that awaits.

Wazo and Incredible PBX Dial Code Cheat Sheets

Complete Wazo documentation is available here. But here are two cheat sheets in PDF format for Wazo Star Codes and Incredible PBX Dial Codes.

Published: Wednesday, December 14, 2016  Last Updated: Saturday, August 12, 2017


Don’t forget to List Yourself in Directory Assistance so everyone can find you by dialing 411. And add your new number to the Do Not Call Registry to block telemarketing calls. Or just call 888-382-1222 from your new number.




Need help with Asterisk? Visit the PBX in a Flash Forum.


 

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    This article has 16 comments

    1. The link to the ISO in the http://nerdvittles.com/?page_id=18289 (Wazo Platform Tutorial: Installing Wazo on a Dedicated PC) tutorial is broken. Problem because it is referencing version 16.13. Will you please fix?

      Thanks again for the wonderful tutorials.

      [WM: Fixed in all of the tutorials. Here is the correct download link to the ISO. Thanks.]

    2. Great effort but failing install every time on a standard VULTR VS – where can I post the query (your mail contact never gets past the “color” query?

      [WM: Free support is provided in the PIAF Forum. If you followed ALL the steps in our Vultr tutorial, the install completes successfully. We just retested it minutes ago without any problems.]

    3. Thank you for the feedback. I will be more diligent with the install!

    4. Will this work with Nortel phones?

      [WM: If they are SIP-compatible devices, there shouldn’t be a problem. Do they work with Asterisk already?? If so, they should be fine.]

    5. Has anyone written a tutorial on getting an FXO gateway (such as an Obihai device with an OBILINE adapter) to work with Wazo? I’ve used OBI devices to connect to a POTS line via PIAF in the past, and am thinking of giving Wazo a try, but can’t seem to find much written anywhere on this.

    6. Stuff here looks really promising. I’ve set this up successfully on Raspberry Pi 3. However, I was bashing my head in trying to make it work on AWS ec2-micro Debian 8 instance. Everything seems to be going great, I see the pbxstatus screen, and after a server reboot game is over… Can’t access the server neither through SSH or Web interface. Any ideas why this is happening?

      [WM: Sorry but we don’t support AWS for security and cost reasons. Take a look at OVH.com. You can’t beat $3.49/month, and the performance is terrific.]

    7. There are definitely no tutorials out there for any FXO gateways. Spent far too many hours researching this issue. However, I have one (several actually) coming in the mail this week and one of the head programmers has offered to help me if I can’t get it figured out. I’ll post publicly what I find.

      [WM: Thanks for your work on this. Keep us posted on your progress, and we’ll be happy to publish your results.]

    8. Just installed “wazo-latest-image”. but can’t install Incredible PBX because the Incredible PBX image isn’t available for 17.04. Read lot’s of posts about installing 13 which will get Asterisk 14 but doesn’t… all links point to 14 and then back to no image for 17.04… tried the incredible PBX 13 image but still see’s 14… Could use help.

      [WM: Running a few days late this week. Sorry. All should be well now.]

    9. Darn, followed this today and when I got to “2. Running the Incredible PBX for Wazo Installer” it gave me the error: no build yet for Wazo 17.04

      …didn’t realize till just then that the provided ISO links to the latest version which is 17.04.

      Install of IncrediblePBX completed without errors, but told me ahead of time I’d have to configure everything manually. Upon logging in, nothing was configured (no trunks, etc.).

      Any timeline for 17.04 support?

      [WM: Finally out the door. Try again. Our apologies.]

    10. Where are the links for the Wazo Snapshots? I have scanned this article and it looks like it’s a standard “Follow these steps” tutorial, but I don’t see anything that says “Download this snapshot and install it this way”.

      [WM: Snapshots are embedded in the Incredible PBX for Wazo installer. You can review the source code if you’d like to use the snapshots independently of the installer or if you’d like to mimic the methodology.]

    11. Thanks Ward – great work here and appreciate all you do for the VOIP/Asterisk community! I’ve got Wazo up and running on a VM and loving it! My old install was long in the tooth and had many errors/issues. Nice to be rolling with a recent setup again now!

    12. Not ready to implement myself, but given the always-hairy situation with Google voice recognition, are you going to start pointing people to the setup for IBM Watson recognition ( http://nerdvittles.com/?p=21703 ) instead?

      [WM: That is, in fact, on the drawing board. 🙂 ]

    13. This post prompted me to make a donation. Having this kind of tech available can make an incredible difference to folks that don’t have big budgets, like those of us in Appalachia. Thank you. (It helps us provide service that makes it easier for people to say things like “Buckeye Country Realty is the best in Nelsonville, Ohio!” (Shameless plug, if you don’t mind. 🙂 ) I did my first install about 1.5 years ago, and I’m doing a new install based on this post and I’m looking forward to using it and all the new features.

      [WM: Thanks for the kind words, Jon. And your financial support is greatly appreciated as well. Good luck in the real estate business!]

    14. Is there an upgrade path for those on a previous version?

      [WM: Hi Victor, There is a simple upgrade procedure that only takes a couple minutes. Here’s the link.]

    15. For more than a year I’ve been using an OBi110 linking a POTS line and an analogue phone to IncrediblePBX. Based on http://www.obitalk.com/forum/index.php?topic=1157.0

    16. I just followed your tutorial, after having an *ancient* FreePBX installation that I don’t want to migrate to new hardware.

      Wazo seems nice and has a lot of potential. I like the potential of the WebRTC client, and have a few suggestions to minimize the friction of getting it set up.

      First off, I set up Let’s Encrypt to get a legitimate certificate for my phone server, hoping that it would eliminate the certificate hoops that one has to jump through the first time connecting via RTC. Unfortunately, the UNICOM software as it’s currently written requires you to refer to your phone server by IP address and not it’s name, so the cert still doesn’t match.

      Also, even though UNICOM is provided as SaaS, it is GPL3 software, and in my opinion, would be better deployed on my own phone server. I’ve started working on that as well, but haven’t made much progress yet. Ideally, it would be served from nginx just like the management interface, and be preprogrammed to connect to the APIs on the same server.

      These few tweaks would allow anybody to set up a wazo server and be online from anywhere in the world just by visiting a webpage and entering their credentials.

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