An additional pre-requisite that will be detailed on SIP Manager shortly, but isn’t yet on the list above, is that there must be a ‘spare’ Microsoft 365 licence that can be used during the initial configuration as you complete the wizard.  By ‘spare’ we mean that at Stage 7 of the purchase wizard it will not be available to you to assign to a user. The detail of how you use this licence during the configuration of your tenant is listed in the help guide in Stage 4 - ’Domain Verification’.  After the initial configuration has been completed this licence can be recycled to be assigned to a user.

In the Microsoft 365 Admin centre it is possible to see all active users and the licences assigned to them.  Viewing a single user <See Screenshot below and the licences assigned to them also allows an administrator to confirm that there an unassigned, ‘spare’ licence available.  In this example above we can see that there are 2 x ‘Microsoft 365 Business Basic’ and 2 x ‘Microsoft 365 Business Standard’ licences available.

• You have a tenant created on Microsoft that has got Teams and Skype for Business DNS configured

• Teams has been used by 1 of those Users (to ensure Teams is configured in Azure AD correctly)

 In the example below the domain jola.com has been used and as you can see it has failed both checks and the ‘Next’ button is not available.

Issues that have meant the Purchase wizard was not completed successfully include:

o Not meeting all the pre-requisites.

o The correct licences (with phone system) assigned to users but they have had a Microsoft Calling Plan assigned. 

The last bullet in the list of pre-requisites above is to say that Teams is configured in Azure correctly.  Sometimes, as per the pre-requisite, Teams has been successfully used by a User but it is still not configured.  We recommend a period of at least 24 hours from when a user sends the first message or making the first Teams-to-Teams call on a fresh Teams tenant before setting up Direct Routing via the purchase wizard

o   ‘Name’ – A reference that means something to you (you can add anything that you want)

o   ‘Number Source’          NB – The only option currently available in the Teams section of SIP Manager is ‘New Numbers’. Porting numbers in via

SIP Manager and using them for Teams Direct Routing is a simple process (* – see below for details). 

o   New Numbers

o   Port Numbers from a Microsoft Calling Plan

o   Port Numbers from another Carrier

The reason that there are 2 porting options is because numbers that are being used against a Microsoft calling plan need to be treated differently to numbers that are with any other provider.  This is to avoid an interruption in service.

o   ‘Admin Domain’ – The default domain within your Microsoft 365 tenant

o   ‘Select Calling Plans’ – This is where you select the type and quantity of the calling plans you want to order

These are for ‘User Accounts’ (i.e. users making and receiving calls) as well as ‘resource accounts’ (Call Queues and Auto-Attendants).

As per the highlighted part of the screenshot above, a description of each plan appears when you select it.  For full details and pricing of each option on this dropdown please visit the Jola extranet price list here and use the filter to select ‘6. Microsoft Teams’.

**** If the Product you want to order is not listed (e.g. one of the Unlimited International local calls packages) please contact your Jola AM *****

* - Porting numbers

The following is an explanation of the process to follow in SIP Manager if porting in numbers to be used with Direct Routing.

As you can see, there is a separate Porting section on SIP Manager <See Screenshot below>.  The pages that you complete here will be the same as the ones that you will use when porting is incorporated into the Teams purchase wizard.

The steps to follow are:

1)      In the Teams section of SIP Manager complete the Purchase wizard (i.e. all 8 stages) purchasing new number(s) in Section 2 - ‘Tenant Details’.

Purchasing just a single new number (or as many numbers as you want to configure with calling plans whilst the port completes) will allow you to complete the Teams Purchase wizard. This means you can test Teams Direct Routing and avoids the risk of there being issues configuring the tenant when you want to start using the ported numbers.

2)      After completing the Teams Purchase wizard (Stage 8 of the guide) move to the Porting section of SIP Manager (highlighted in pink - screenshot above) and then click on the ‘NEW’ sub-section.  Complete the pages here to initiate the port.  You will later receive confirmation that the port has been authorised and the date that the port will complete.

**** You can choose when to do the next steps ****

·       When you get confirmation that the port has been authorised.

·       After the port has completed.

This is because the ported numbers will be available in the ‘Manage Tenants’ section from when the port has been authorised. You can Synch the users before the port completes without impacting the phone system the customer is using prior to the port completion date.

3)      When the port is authorised the numbers will be available in the ‘MANAGE TENANTS’ sub-section of the Teams section of SIP Manager  <See Screenshot below>   

4)      You can add as many Users and Resource accounts (Auto Attendants & Call Queues) as you have purchased Calling Plans and have available numbers.  As you add each row you will see the synch status is an amber ‘Pending’ warning label.

5)      This is also where you can remove any users with temporary new numbers that you want to replace with a ported number.  To do so click on the red box on the right for this user. You can then add them again, by filling in the row with empty fields and clicking on the green ‘+’ button.

6)      When you have added as many rows as you need, click on the ‘Log in to Microsoft’ button.  When you are logged in you will then see the option in SIP Manager to ‘Synch’.  After clicking ‘Synch’ it may take a couple of minutes to complete after which the Amber ‘!’ warning symbols will change to green ticks.

If you are porting numbers that are being used with Microsoft Calling Plans

o   Each port has a user with a MS calling plan attached.

o   This calling plan must be removed from the user to allow them to have a Jola Direct Routing calling plan.

o   Once the MS Calling Plan has been removed the service will cease to be available and so it is recommended that this is only done as a final step (when the port completes just before you synch Users in SIP Manager as per the instructions above).

o   The customer should be informed that there will be minor down time during the removal of calling plans, creation of users and port completion. 

o   To reduce downtime if you have lots of users, you can add them in the ‘Manage Tenant section once the port has been approved (see previous screenshot) but DO NOT synch the tenant with Microsoft at this stage as this will automatically remove the service availability.

o   Sync the users when the ports have completed AND the calling plan has been removed from each user.