State of knowledge

October 2024

Preview! 

ProCall NEX is available as a preview version. There are still limitations in terms of functionality and quality. We are continuously working on further development.
The information given here is still provisional and is constantly being updated.

Enter license and activate services

UCConnect 

You can find general instructions on how to find your way around the UCConnect portal and how to master the first steps in setting up our software here: Best practice: Activating and setting up services via UCConnect

Activate ProCall NEX

Account

Create an account or log in to the UCConnect portal with your existing account. 

Server account 

Create a new server account.

Assign alias
Do not forget to assign a meaningful alias that is easy for users to remember.
You can name the alias as you wish.
License

Add the ProCall NEX Bundle license there.

You can also apply for test licenses directly via the portal.

Your sales contact can also provide you with test licenses themselves.

Wizard for commissioning

After entering the licenses, follow the  the wizard will guide through the setup process.

At the end of commissioning you will receive

Telephony

Your ProCall NEX instance is now set up in the background together with the telephony (telephone system and SIP trunk) . This may take a few minutes.

Download the administration tool

Download the ProCall NEX administration tool now.

You can find it here: ProCall NEX - downloads and instructions

Install/set up UCServer

ProCall NEX administration tool

You can easily install ProCall NEX Administration locally using the corresponding installation package.

This tool allows you to manage other ProCall NEX installations.
Make sure you are using the latest version of ProCall NEX Administration. Updates can also be found on the download page.

After installing the ProCall NEX administration, you can open the administration interface via the start menu.


The range of functions is determined by the selected ProCall NEX tariff. If you are missing specific configurations, please get in touch with your estos contact person.
If you are missing some configuration options, please contact your estos contact person.

UCConnect ID and administrator login

In the dialog box that appears,enter the UCConnect ID or alias of the server account to which you want to connect and the password that was provided during commissioning.

Example screenshot - ProCall NEX administration - Server connection - UCConnect ID and administrator login

ProCall NEX administration behaves in the same way as UCServer administration.

Set up user database - User administration

Now set up the user database to be used.

The ProCall NEX integrated user administration behaves in the same way as the familiar "file-based" user administration. The users must be maintained manually here.

Putting the telephone system into operation

The telephone system settings are available in the UCServer menu under "Voice Services".

Activating users for ProCall NEX and ProCall Voice Services

As soon as the SIP trunk with the phone numbers is entered and available in the telephone system is entered and available, the phone numbers are displayed in the "Initial setup" menu item.

Until the final number is available,10 test numbers in the range +49 3222 are available.

Users for whom phone numbers from the connected external lineare entered can be automatically activated and configured via "Initial setup".

Detailed information on the initial setup and configuration of Voice Services can be found in the article: Best Practice: Commissioning ProCall Voice Services

Users for whom no telephone number from the connected exchange linehas been entered must beactivated and set up manuallyafter performing the "Initial setup".

In the user administration , activate the users who should be authorized to use ProCall NEX.

Activate both checkboxes at "User account active" and "Activate user for ProCall Voice Services" so that the user can also use the solution in full with telephony.

Example screenshot - Settings for users - General - User name, identity, user profile - Activate user account and ProCall Voice Services


 Assign a phonenumber to the user on the Phone number" tab, assign a phone number to the user.

If Microsoft Entra ID is used as user management, you have to make this assignment via the "Business 2 " field, as the "Business phone number" attribute cannot be edited in the Entra ID.
Example screenshot - User settings - User phone numbers

Activate the phone numberfor the "Softphone" function and save the changes.

Example screenshot - Settings for users - User phone numbers - "Softphone active" ticked

Activated users can now log in and use ProCall NEX.

You can find detailed instructions on Vocie Services here: Best Practice: Commissioning ProCall Voice Services

Download the clients/apps

Communicate login data for apps/clients

Please note that you must specifically set the service authorizations for users, groups or globally in the ProCall NEX administration to enable them to use the ProCall App for Web.

To log in to ProCall NEX, users can log in via user name/password and UCConnect ID or alias .

Therefore, make sure that users receive this information.

Local installation - ProCall Client for Windows

Only the ProCall Client for Windows is special in this context because it has to be installed locally on the user's workstation.

During installation, you will be asked whether the client should connect to ProCall NEX.
Select this option and enter the UCConnect ID or the alias of the ProCall NEX server account.

Empfohlen: Updates automatisch ausrollen

If you install the update service (recommended) during installation, automatic updates arealso made available to the user .

Login to ProCall

Integrate contact data with MetaDirectory

From the "Professional" package of ProCall NEX, contact data from a MetaDirectory can be integrated.

The MetaDirectory is installed on-premises as usual to enable access to local data sources such as ODBC.
Detailed instructions can be found here: MetaDirectory Enterprise

Quick start for MetaDirectory with ProCall NEX

Installation of MetaDirectory

Install MetaDirectory version 6.2 or higher.


Technically, it is possible to continue using an existing MetaDirectory installation.

Enter access data

During installation, enter the access data for the server account of the ProCall NEX installation. You do not need an additional license.

Assign password

It is essential that you assign a secure password for the MetaDirectory Administrator during installation.

Select user administration

In the MetaDirectory administration, select "User administration with Procall NEX" as the user database.

For the access data, you need the password that was created for the administration during the commissioning of ProCall NEX.

Make sure you save this password.

Connect

Click on the "Apply" button. If the data is correct, "Connected" is displayed.

In the user administration, you now have the same users as in the entire ProCall NEX installation and can configure them for MetaDirectory.

Configure the MetaDirectory according to your requirements. Instructions can be found here: MetaDirectory Enterprise

Set up MetaDirectory connection in ProCall NEX Server Administration

Activate "Use estos MetaDirectory" in the ProCall NEX server administration under MetaDirectory. Enter the connection and login data as follows:

  • MetaDirectory Server
    via the UCSID
    UCSID stands for the UCConnect ID of your ProCall NEX instance
    Example UCSID.meta.ucconnect.de
  • User ID
    User and password for logging in to MetaDirectory Administration, which you specified during the MetaDirectory installation.
Example screenshot - Use estos MetaDirectory - Specify contact data source - MetaDirectory Server - UCSID

Please note that the "Use in ProCall" checkbox must not be set when selecting EntraID as user administration for ProCall NEX.


Confirm with "Apply".

Now the clients can search in the MetaDirectory (via the UCServer).

Online meetings/video conferences with ProCall Meetings

From the "Professional" package of ProCall NEX, video conferences can be used via ProCall Meetings.

Detailed instructions on this functionality can be found here: Quick start: Participate in a meeting with ProCall Meetings