Convert BYOC Premises to hybrid media

Take an Edge out of service

The first thing that you must do is take your premises Edge out of service.

1. Click Admin.
2. Under Telephony, click Edges.
3. Select the Edge Name check box next to the Edge you want to take out of service.
4. Click Take Out-of-Service on the toolbar.
5. When the Take Out-of-Service dialog appears, determine how you want to handle call draining.
   
   • By default, the Wait for the Edge to drain calls first check box is selected.
   • If you clear the Wait for the Edge to drain calls first check box, you will see a warning that informs you that all calls will be dropped immediately.
6. Click Yes.

If you enabled the call draining feature, you’ll see the Edge state change to Draining calls along with the number of calls remaining. After the calls are drained or the timeout period elapses, you’ll see the Edge state change to Out-of-Service.

If you disabled the call draining feature, you’ll immediately see the Edge state change to Out-of-Service.

Select the Hybrid Edge Group

After your premises Edge is out of service, you can move it into the Genesys Cloud Hybrid Media Group.

1. From the Edge Name column, click the name of your premises Edge to open the Edit Edge page.
2. From the Edge Group list, select Genesys Cloud Hybrid Media Group to assign it to the Edge.
3. Click Save Edge.

Put the Edge back in service

After you move a premises Edge into the Genesys Cloud Hybrid Media Group, you can put it back into service.

1. From the Edge Name column, click the name of your premises Edge to open the Edit Edge page.
2. In the Edge information panel that appears on the right side of the General tab, locate the Edge State.
3. Click Put In-Service.
4. When the Put In-Service dialog appears, Click Yes.

The Edge state changes to In-Service.

Select the Site interconnects

After you put a premises Edge in service, you must make sure that the Site interconnects are configured. Under hybrid media, site interconnects allow Edges in various sites to communicate with each other. For each type of Site Interconnect that you want to enable, you select the interface that you want to use. There are three types of Site Interconnects as described in the table.

1. Click the Network tab.
2. Under the Site Interconnects heading, take note of the port selected in the Direct Interface list. 
3. Select that same port from the Indirect interface  list and the Cloud Proxy interface list.
4. Click Save Interfaces.

Enable Site Links

1. Click Admin.
2. Under Telephony, click Sites.
3. From the Site Name column, click your premises core site to open the Edit Site page.
4. Click the Site Links tab.

4. Enable the Link Site toggle.
5. Click Save Site Links.

When you enable the Link site, you’ll now have a connection between your core premises site and the core cloud site (PureCloud Voice – AWS). Once the link is enabled, your core premises site has access to all the resources in the core cloud site. Likewise, the core cloud site has access to all the resources in the core premises site.

Create a branch site

After you create a new location, you must create a cloud branch site and connect it to your new location. You then select your new cloud branch site as the default site.

1. Click Admin.
2. Under Telephony, click Sites.
3. Click Create New.
4. Type a name in the Site Name box.
5. From the Location list, select the location you just created.
6. From the Time Zone list, select your time zone.
7. Under Media Model, select Cloud.
8. Click Create Site. The Edit Site page appears.

You’ll see that the Edit Edge page contains five tabs titled General, Number Plans, Outbound Routes, Site Links, and Simulate Call. You continue the branch site configuration on the General and Site Links tabs. You’ll configure the settings on the Number Plans and Outbound Routes tabs later.

General

You continue the initial site configuration on the General tab.

9. Enter a Description for your site.
10. If you are using WebRTC, you need to select a set of media regions and specify a Relay/TURN Behavior. For more information, see Configure your site for Global Media Fabric.
11. Click Save Site.

In the Site information panel, you’ll see that the Site Type is identified as a Branch Site and that the Media Model is Cloud. Next to the Default Site, click Make this Site my default Site.

Site Links

If you click the Site Links tab,  a message appears that indicates that Site links can only be configured between core sites.

If you return to the General tab and click the Show Topology in the Site information panel, you see a graphical representation of the links between your core site and branch site.

Create a BYOC Cloud trunk

The External Trunks page has two sections. The upper section contains the base settings needed for an External Trunk. The lower section, which consists of a series of collapsible sections, contains other settings that you can use to refine your external trunk configuration. 

Genesys Cloud recommends that you rely on the base BYOC Cloud trunk settings described in this article. However, if your carrier has other requirements, you can use the additional settings to refine your external trunk configuration. For more information, see Configure advanced external trunk settings. 

There are two types of BYOC trunks that you can select depending on how your telephony system is set up. Each trunk type also has a subtype that is designed to narrow down the settings that are required for that type of trunk. In the case of the BYOC PBX trunk type, there is only one subtype. In the case of the BYOC Carrier trunk type, there are two subtypes: One is a generic subtype that you can use for most carrier configurations. The other is a Verizon-specific subtype that you use if Verizon is your carrier.

If you need more information about any of the settings on the External trunk page, see External trunk settings.

Configure an external trunk

1. Click Admin.
2. Under Telephony, click Trunks.
3. Click the External Trunks tab.
4. Click Create New.
5. In External Trunk Name, enter a trunk name.
6. From the Type lists, select the type and subtype for the BYOC Cloud trunk you want to create.

7. Set Trunk State to In-Service.
8. Select the appropriate trunk transport protocol from the Protocol list.

10. Under Inbound select your Number Plan Site. This setting allows you to identify the site with the number plan that you want to use. For more information, see Improve inbound call handling with the Number Plan Site feature.
11. Configure the appropriate settings for your trunk subtype:

12. If you cannot use either the FQDN or the TGRP format for the inbound SIP termination identifier, enable DNIS Replacement Routing.

13. Under Outbound, enter the appropriate identifiers in the Outbound SIP Termination FQDN, Outbound SIP TGRP Attribute, and Outbound SIP DNIS boxes to configure your outbound request URI.

14. To specify any SIP Servers or Proxies enter a value in the Hostname or IP Address box, a port number in the Port box, and click Plus . 
15. Choose the appropriate Digest Authentication setting.
    • If you enable Digest Authentication, you need to specify the associated Realm, and the User Name, and Password to use as the authentication credentials.
16. Under Calling, specify the Caller Address and Caller Name for the trunk and then use the Prioritized Caller Selection to specify the location from which and order in which you want to display caller ID information to the call recipient.

17. Under SIP Access Control, you can build a list of IP or CIDR addresses to which you want to permit SIP access. To do so,  enter an address and click Plus .
18. If you are configuring a BYOC PBX trunk, you'll see the PBX Passthrough setting.
    • Enable this setting if you want to allow your PBX to pass calls intended for the PSTN directly through Genesys Cloud.

19. If you are configuring a Verizon BYOC Carrier trunk subtype, you need to configure a few Verizon-specific settings in the Custom SIP headers section.

For more information, see Configure Custom SIP headers.

20. Click Save External Trunk.

For more information about any of the settings on the Create/Edit External Trunk page, see External trunk settings. 

Add the new phone trunks

After you create your BYOC Cloud trunk, you can add the two new phone trunks (Genesys Cloud – CDM SIP Phone Trunk and Genesys Cloud – CDM WebRTC Phone Trunk) to the Genesys Cloud Hybrid Media Group.

1. Click Admin.
2. Under Telephony, click Edge Groups.
3. Select the Genesys Cloud Hybrid Media Group.
4. Under Phone Trunks, click Select Phone Trunk and select the Genesys Cloud – CDM SIP Phone Trunk.
5. Repeat step 4 and select the Genesys Cloud – CDM WebRTC Phone Trunk.
6. Click Save Edge Group.

Create an Outbound Route

After you create a BYOC Cloud trunk and add the new phone trunks to the Genesys Cloud Hybrid Media Group, you can add an outbound route to your new cloud branch site.

1. Click Admin.
2. Under Telephony, click Sites.
3. Locate and click your site on the Site Name list.
4. Click the Outbound Routes tab.
5. Click New Outbound Route.
6. Enter an outbound route Name and a Description.
7. From the Classifications list, select a classification.
8. From the Select an External Trunk list, select the appropriate trunks.
9. If you select more than one external trunk, you can specify a Distribution Pattern to define how outgoing calls are routed to available trunks.

• • Sequential - If you select Sequential, then all outgoing calls are routed to the first trunk in the list. If the first trunk reaches its capacity, then outgoing calls are routed to the second trunk and so on.
  • Random - If you select Random, then all outgoing calls are randomly distributed across multiple trunks to ensure that no single trunk is overloaded.

10. To enable the outbound route, enable the State setting.
11. Click Save Outbound Routes.

Add a Number Plan

1. Click Admin.
2. Under Telephony, click Sites.
3. Select your site from the Site Name list.
4. Click the Number Plans tab.
5. Click New Number Plan.
6. Enter a name in the Number Plan Name box.
7. Select one of the available match types from the Match Type list.
8. Depending on what match type you select, enter the required information.

9. Select the correct classification or enter a new classification in the Classification list.
10. Click Save Number Plans.

Create new/move existing phones

You can create new phones and add them to the cloud branch site or you can move existing phones from the premises site to the cloud branch site. Either way, you must keep phone compatibility in mind. AudioCodes phones, Genesys branded phones, and the PureCloud Softphone are not compatible with BYOC Cloud.

This means that if you are creating new phones for your cloud branch site, you can only create Polycom or WebRTC phones. If you are moving phones from the premises site to the cloud branch site, you can only move Polycom or WebRTC phones.

Create phones

To create a new Polycom phone, see:

• Create the base settings
• Create a phone
• Find your phone’s configuration settings

To create a new WebRTC phone, see:

• Configure the Genesys Cloud WebRTC phone

Move phones

To move existing phones:

1. Click Admin.
2. Under Telephony, click Phone Management.
3. Click the Phones tab.
4. Select the phone you want to move.
5. From the Site list, select your cloud branch site.
6. Click Save Phone.