Configure a Softphone (eg. Zoiper, 3CX or Counterpath)
Add Softphone to User in Portal
To configure a softphone, browse to the 'Edit Phones' page for the user.
Click the "Add Phone' button to create a new device.
Initially, the Manual or Softphone option will not be available in the Model dropdown list.
Press the Add button to add the phone without choosing a model.
Naming Phones - When creating multiple devices for a User, it is strongly recommended that you use the User's extension number plus a single alphabetic character, such as 1001a for the phone name. In this way, you can create many devices for a single user (eg. 1001, 1001a, 1001b, 1001c, etc.).
The postfix m (e.g. 1001m) is reserved for use by ReachUC and is added automatically when logging in to the ReachUC Mobility app on mobile devices.
In the list of phones click on the Edit button for the SIP device you want to configure as a softphone.
In the Edit Phone form that is displayed, choose ‘Manual or Softphone’ in the Model selector as shown in the image below. This will cause the page to display the SIP credentials that must be entered into the softphone, including:
- SIP Username
- SIP Password
- SIP Server (sometimes called Domain or Proxy)
- SIP Outbound Proxy
Counterpath (Xlite/Bria)
The image below shows the configuration screen for the free Counterpath X-Lite softphone. You can download the X-Lite softphone from http://www.counterpath.com/x-lite-download.html or use any other SIP compatible softphone that supports the Outbound Proxy setting.
It is important to be aware that the SnapDial system requires the use of an Outbound Proxy (sometimes this is just called a Proxy). Therefore, you cannot use a SIP Device that does not support this standard SIP parameter.
3CX Softphone
The image below shows a working configuration for the free 3CX softphone. You can download the free 3CX softphone from http://www.3cx.com/voip/softphone-2/ or use any other SIP compatible softphone that supports the Outbound Proxy setting.
3CX Soft Phone Client Version 6.0.26523.0
Download 3CX Soft Phone Client
You must be an office administrator on SnapDial to perform this task.
1. Add the SoftPhone to the users Phone List.
Login to the SnapDial Portal
2. Click on Users 
.
To add the 3CX Soft Phone. Click on the users name. Then click on phones.
If the phone is already there and looks like the following.
If the Phone isn't there, like above. Click on Add Phone 
Once you click Add Phone the editor will open. Do not change or add anything to the editor.
Simple click Add.
Click on the Pencil Icon and it will open the editor. 
The following Configuration information you will need for the 3CX Soft Phone Client. 
Information Example:
Domain/Proxy: training
Username: 1000
Password: Knl15vzu
If the phone isn't there. Click on Add Phone.
Download and install the Windows Client using the default settings for the install.
1. After the client is installed, open the client.
Click on create profile.
Once the editor is open. Click on New.
Insert the following information:
Account Name = Users Name
Caller ID: Leave Blank, our system will take care of that.
Extension: 1000
ID: 1000
Password: Knl15vzu (This is the password from the SnapDial Editor above)
Check "I am in the office - Local IP: training
Check "Use Outbound Proxy and put the following URL or IP
core1-dal.snap-dal.com
38.135.50.237
Click ok.
Click Advanced Settings
Change the registration time to 10 Minutes. Leave everything else the same and click ok
Click ok.
The 3CX Soft Phone should register.
Zoiper Softphone
The image below shows a working configuration for the free Zoiper softphone. You can download the free Zoiper softphone from http://www.zoiper.com/en/voip-softphone/download/zoiper3 or use any other SIP compatible softphone that supports the Outbound Proxy setting.
