Pre-Installation Site Survey
The following document's purpose is to gather the necessary information from the customer required for the configuration and setup of the ECW and the working environment in the office. A completion of all necessary details in this document will ensure a faster installation and proper communications service provisioning to the office.
1Scope of survey
The following items will be covered in the Pre-installation Site Survey:
- General Information
- Basic System Setup
- Telephony Settings –External Lines Configuration
- Telephony Settings – Local Extensions
- Telephony Settings – Voicemail to email
- Telephony Settings – Auto Attendant menus
- Telephony Settings – Music on hold
- Telephony Settings – Incoming calls routing
- Telephony Settings – Outgoing calls routing
- Telephony Settings – Hunt groups
- Telephony Settings –Pickup groups
- Network Settings – WAN connections
- Network Settings – Local Area Network
- Network Settings – WiFi
- Network Settings – Firewall
- System Settings – Miscellaneous
2General information
2.1Site Address______
2.2Contact Person______
2.3Number of employees______
3Basic System Setup
3.1General Information
3.1.1Administrator User Name ______
3.1.2Administrator Password______
3.1.3Enable Remote Management (Yes/No)______
4Telephony Settings – External Lines
4.1Cellular lines configuration
4.1.1Number of cellular lines (current and planned) in office ______(0, 1, 2)
4.2FXO lines configuration
4.2.1Number of external lines (current and planned) in office (0, 1, 2) and their numbers______
4.3VoIP line configuration
The information below will be supplied by the SIP provider. There may be additional requirements by the SIP provider beyond the information described below.
4.3.1Phone numbers______
4.3.2Number of concurrent calls______
4.3.3DID support______
4.3.4Provider Proxy IP Address or hostname______
4.3.5Authentication ID used for Registration______
4.3.6Password used for Registration______
4.3.7Customer's caller ID or account name______
4.3.8Using 1+ for dialing: Yes/No______
4.3.9System CODEC: G.711A, G.711u, G.729______
4.3.10T.38 FAX Service provided: Yes/No______
5Telephony Settings – Local Extensions
5.1General Extension Information
5.1.1Total number of local extensions required______
5.1.2Total number of SIP extensions______
5.1.3Total number of analog extensions (0, 1, 2 or 3)______
5.1.4Number of digits for extension: 2, 3, 4 or other______
5.1.5SIP phone type (manufacturer and model)______
5.2Personal Extension Information
The information below will be needed to be provided for each and every extension in the system
5.2.1Extension number______
5.2.2User First and Last Name______
5.2.3Enable Voicemail (Yes/No)______
5.2.4Enable Forwarding to a mobile phone when not answering (Yes/No), if yes, specify phone number______
5.2.5Restriction on outbound calls: No, Yes to International calls, Yes to all outgoing calls______
6Telephony Settings – Voicemail to Email configuration
6.1.1SMTP Server IP Address______
6.1.2SMTP User Name______
6.1.3SMTP Password______
7Telephony Settings – Auto Attendant Menus
7.1Main Menu or Day Menu
7.1.1Operating Hours (Optional, only if Day/Night/Holiday modes to be used) – Note operating hours (Days of the week and hours of day)______
7.1.2Description of message to be recorded (Will be recorded by customer on site)______
7.2Night/Holiday Menu – Optional
7.2.1Description of message to be recorded (Will be recorded by customer on site)______
7.3Other Menu/Menus – Optional
7.3.1Description of message/messages to be recorded (Will be recorded by customer on site)______
8Telephony Settings – Music On Hold
8.1Provide Music on Hold file (MP3 or WAV) to be played
9Telephony Settings – Incoming Calls Routing
9.1Needs to be specified for each and every external line
9.1.1External line Type (FXO1, FXO2, Cell1, Cell2, etc.)______
9.1.2Day mode routing: Route incoming call to a specific extension, to a specific auto attendant menu, to a specific hunt group______
9.1.3Night mode routing: Route incoming call to a specific extension, to a specific auto attendant menu, to a specific hunt group______
9.1.4If call comes in via SIP provider – do we require number manipulation? If yes, describe in details. ______
9.1.5Do you plan on using a single cellular line number as the leading incoming office number and use the other cellular lines as backup (Using "Call Divert" features?) – Yes/No.______
10Telephony Settings – Outgoing Calls Routing
10.1Outgoing calls routing is done using a Least Call Routing table. ______
10.1.1Using special prefix for all outgoing calls? (Yes/No – describe the prefix)______
10.1.2Using special prefix for international outgoing calls? (Yes/No – describe the prefix)______
10.1.3Using special prefix for other type of outgoing calls? (Yes/No – describe the prefix type/types)______
10.1.4External line #1 to be used for local calls only? All outgoing calls?______
10.1.5Alternate Line required?______
11Telephony Settings – Hunt Group
11.1Number of hunt groups in office
11.1.1Hunt group name______
11.1.2Hunt group members______
11.1.3Ring order settings______
12Telephony Settings – Pickup Group
12.1Number of pickup groups in office
12.1.1Pickup group name______
12.1.2Pickup group members______
13 Network Settings - WAN Connections
13.1DSL Connection (Yes/No)
13.1.1Connection type (PPoE, PPTP, L2TP)______
13.1.2Server IP Address or URL______
13.1.3Login User name/Password ______
13.1.4Static IP address or automatically ISP's obtained IP address ______
13.1.5Subnet mask (If static IP address configured)______
13.1.6Default Gateway Address (If static IP address configured)______
13.1.7DNS Server Address (If static IP address configured)______
13.2Cellular Data Connection (Yes/No)
13.2.1APN______
13.2.2Authentication Required (No, PAP/CHAP)______
13.2.3User name/Password______
14Network Settings – Local Network
14.1DHCP Server functionality required (Yes/No)______
14.1.1DHCP Address Range______
15Network Settings – WiFi
15.1Enable WiFi? (Yes/No)______
15.1.1Network name (SSID)______
15.1.2Broadcast SSID? (Yes/No)______
15.1.3Authentication Type (None, WEP, WPA/WPA2)______
15.1.4Authentication Key ______
16Network Settings – Firewall
16.1Firewall Typical Profile (Normal security, No security, Maximum security)______
16.2Port Forwarding (Opening ports in Firewall for special applications)______
16.3DMZ Host required? (Yes/No)______
17System Settings – Miscellaneous
17.1Daily Reset Time of day (Default – Daily, 5 am)______
Verizon Wireless –ECW configuration checklist / ECW Inc. 2011 / 1(9)EUS-11:2011-06-08 / Proprietary and Confidential
not for transmittal, reproduction, disclosure, or other use in whole or in part without the express written authorization of ECW inc.