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Microsoft Teams Implementation Guide
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For more prerequisite details, see Microsoft's document for Plan Direct Routing.
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Direct Routing requires a custom domain for each Office 365 tenant. For more information, click here.
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The domain names for SBCs must be in the list of domain names registered in the "Domains" section under Settings of the Microsoft 365 admin center menu. The domain of a tenant must be activated and have a Healthy status. Go to the admin dashboard to add domains that are not already created and verified.
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To learn more about SBC certificates, refer to this Microsoft documentation.
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1. Connect the SBC with Phone System and validate connection
Using the Microsoft Teams admin center
To add the Peeredge SBC to Direct Routing:
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Must be configured for Teams Only mode
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Must be homed online, enabled for enterprise voice, and assigned a phone number
Using the Microsoft Teams admin center:
Go to Users -> Manage users.
Select a user.
Under Account General information, select Edit.
Under Assign phone number, click the Phone number type drop-down menu and select Direct Routing.
Enter an assigned phone number and a phone number extension if applicable.
Click Apply.
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3. Configure call routing
Call routing is made up of the following elements:
Call routing policy
Also called a Voice Routing policy. A container for PSTN usages, which can be assigned to a user or to multiple users. Sample Call routing policy names include:
US Only
US Global
Germany Only
Germany Global
Internal
PSTN usages
A container for voice routes and PSTN usages, which can be shared in different voice routing policies. Sample PSTN usage names include:
US-Emergency
US-LD
US-INTL
Company-Internal
Voice routes
A number pattern and set of online PSTN gateways for calls where the calling number matches the pattern. In the examples below, the Internal voice routes represent routes to company-managed third-party PBXs used by employees that have not yet migrated to MS Teams. Sample Voice route names and their associated dialed number patterninclude:
US Emergency ^933$
US LD e164 ^+1[2-9]\d{2}[2-9]\d{6}$
US INTL e164 ^+[2-9]\d+$
Reston Internal ^+170355512\d{2}$
Chicago Internal ^+13125556[43]\d{2}$
Online PSTN gateway
This is a pointer to the Peeredge SBC that also stores the configuration which is applied when a call is placed through the SBC, such as forward P-Asserted-Identity (PAI) or Preferred Codecs. The pointer can be added to voice routes.
Two examples (from Microsoft) of voice routing policies in a call flow.
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In the following example, we create four PSTN usage records. We suggest admins use easy-to-understand names representing the types of calls a user is allowed to dial. Using the Microsoft Teams admin center:
Go to Voice -> Direct Routing.
Select Manage PSTN usage records in the top right corner of the page.
Click + Add and enter the name of the PSTN usage record.
Repeat step 3 to add more records.
Click Apply to finish.
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In the following example, we create four voice routes. The dial number patterns are in the form of a regular expression (regex). You can validate your regex patterns.
Using the Microsoft Teams admin center:
Go to Voice -> Direct Routing.
Click the Voice routes button.
Click the Add button.
Add the name Non-Emergency Test in the voice route in the Add a name for your voice route field.
Make sure the Priority is 1.
Make sure the Dialed number pattern is ^933$.
Click the Add SBCs button and select your Peeredge SBCs and then click Apply.
Click the ADD PSTN usage button and select the US-Emergency PSTN Usage and then click Apply.
Click Save.
Repeat steps 3 – 9 for any other voice routes using an appropriate priority and PSTN Usage. When overlapping dialed number patterns exist, give the more specific pattern higher priority.
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Create the voice routing policy
Using the Microsoft Teams admin center:
Go to Voice -> Voice routing policies.
Click the + Add button.
Add the policy name in the Add a name for your voice routing policy field.
Add an appropriate description.
Add one or more PSTN usages.
Click Save.
Repeat steps 2 – 6 for each voice routing policy.
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Assign the voice routing policy to a user
Using the Microsoft Teams admin center:
Go to Voice -> Voice routing policies.
Highlight the voice policy you want to assign.
Click the Assign button.
In the Manage user search box, search for the user and click add when found.
Click Apply.
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The example below shows how to add a typical US dial plan.
Using the Microsoft Teams admin center:
Go to Voice -> Dial plans.
Click the +Add button to add a Tenant dial plan.
Add the dial plan name (US DP) in the Add a name for your dial plan field.
Add an appropriate description (Tenant User Dial plan for US-based users).
Add an External dialing prefix (8). Legacy PBX was often configured with 8 or 9 as an external dialing prefix to route the call to an external line.
Set Optimized device dialing to ON if you configured an External dialing prefix.
Click the Add button under Normalization rules to open the Add new rule pane.
Enter a rule name (Non-Emergency Test Call) in the Name field.
Add an appropriate description.
Select an appropriate Rule creation mode (Advanced).
Enter a dial pattern to match (^(911)$) in the If condition.
Enter the translation/number manipulation ($1) in the Then do this field.
Optionally, enter a number in the test this rule field to validate the rule. A validated test results in, "The translated number is an E.164 phone number."
Click Save.
Repeat steps 7 – 14 to add Normalization rules.
Click Save.
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Login to your Peeredge SBC Portal.
Go to the Tree View in the left panel and click Relationships if the menu is collapsed. If the Tree View is expanded, click on All.
Click the + Add Relationship bottom in the top right.
Add the Customer (or meaningful) name in the Relationship Name field.
Leave the Send trunk group notification checked.
Fill in the optional fields.
Add a company logo (optional).
When complete, click the Add Relationship button.
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Go to the Tree View in the left panel and click Relationships if the menu is collapsed. If the Tree View is expanded, click on All.
Select the Customer Relationship you created in Step 1.
Select the Trunk Groups menu (next to the Relationship Info menu).
Click the + Add Group button in the top right corner.
Enter an appropriate name for the Trunk Group in the Name field. For example, To Teams.
Select Origination on the drop-down menu in the Direction field,
Select Customer on the drop-down menu in the Relationship field.
Set the Max PDD to 10 seconds (or another appropriate value).
Set the B-Timer to 4 seconds (or another appropriate value).
Enable these options: Send E.164, Send PAI, Trunk Monitoring, Preserve Caller ID, Ignore Privacy Header, and Early Media.
Click Create.
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The Microsoft SIP Proxy FQDNs and IP addresses used SIP signaling (and related firewall information) with Microsoft Teams Direct Routing are defined in this section of the Microsoft documentation.
Go to the Tree View in the left panel and click Relationships if the menu is collapsed. If the Tree View is expanded, click All.
Select the Customer Relationship you created in Step 1.
Select the Trunk Groups menu (next to the Relationship Info menu).
Click the + Add Group button in the top right window.
Enter an appropriate name for the Trunk Group in the Name field. For example, From Teams.
Select Termination on the drop-down menu in the Direction field.
Select Customer on the drop-down menu in the Relationship field.
Set the Max PDD to 10 seconds or another appropriate value.
Set the STIR/SHAKEN Treatment to No Treatment.
Verify the ANI Normalization and Normalize sipcodes attributes are enabled.
Click Create.
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If the Relationships menu is collapsed, click Relationships from the Tree View in the left panel to view All existing Relationships. If it is expanded, click on All immediately under Relationships
Select the Vendor Relationship you created in Step 2.
Select the Trunk Groups menu (next to the Relationship Info menu).
Select the + Add Group button in the upper right window.
Enter an appropriate name for the Trunk Group in the Name field. For example, From PSTN.
Select Origination from the drop-down selector in the Direction field.
Select Vendor from the drop-down selector in the Relationship field.
Set the Max PDD to 10 seconds or another appropriate value.
Set the STIR/SHAKEN Treatment to No Treatment.
Verify Caller ID override type is set to Off.
Verify the ANI Normalization attribute is enabled.
Click Create.
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If the Relationships menu is collapsed, click on Relationships from the Tree View in the left panel to view All existing Relationships. If it is expanded, click on All immediately under Relationships
Select the Vendor Relationship you created in Step 2.
Select the Trunk Groups menu (next to the Relationship Info menu).
Select the + Add Group button in the upper right window.
Enter an appropriate name for the Trunk Group in the Name field. For example, To PSTN.
Select Termination from the drop-down selector in the Direction field.
Select Vendor from the drop-down selector in the Relationship field.
Set the Max PDD to 10 seconds or another appropriate value.
Set the B-Timer to 4 seconds or another appropriate value.
Enable the Send E.164, Send PAI, Preserve Caller ID, Ignore Privacy Header, and Early Media options.
Click the Create button.
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If the Relationships menu is collapsed, click Relationships from the Tree View in the left panel to view All existing Relationships. If it is expanded, click All immediately under Relationships
Select the Customer Relationship you created in Step 1.
Select the Rating menu.
Select the + Add Rate Deck button in the upper right window.
Enter an appropriate name for the Rate Deck in the Name field. See table.
Select the appropriate Location, Direction, Relationship, and Deck Type. See table.
Click the Add Rating button.
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Once the Rate Deck is added, the window changes to allow you to upload a CSV file. You can download a sample CSV file by selecting Download Sample.
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Click Upload document or drag a CSV file onto the window.
Match the column headers in the CSV file to the appropriate fields.
Optionally change the Effective Date or add an Expiration Date for the Rate Deck.
Click Save & Upload.
Repeat Steps 4 – 12 for the US & Canada Origination Customer Toll-Free Rate Deck.
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There are two ways to assign the Rate Decks to the Origination Customer Trunk Group.
From the Trunk Groups window in the Customer Relationship
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, click the three dots at the far left of the Origination Customer Trunk Group and
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then click Assign Rate Deck.
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Select a rate deck on the drop-down menus
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and then click Assign.
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The second method is to
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click the three dots at the far left of the Rate Deck Name in the Rating window and
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then click Assign To Trunk Group.
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Select a rate deck from the drop-down menu
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and then click Assign.
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Step 8. Create and assign Termination Customer Rate Decks
Name (example) | Location | Direction | Relationship | Deck Type |
Teams-US-TC-PJ-LRN | US & Canada | Termination | Customer | PJ (NPANXX) |
Teams-US-TC-TF | US & Canada | Termination | Customer | Toll-Free |
Teams-US-TC-D | US & Canada | Termination | Customer | Dialed |
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If the Relationships menu is collapsed, click on Relationships from the Tree View in the left panel to view All existing Relationships. If it is expanded, click on All immediately under Relationships.
Select the Customer Relationship you created in Step 1.
Select Click the Rating menu.
Select Click the + Add Rate Deck button in the upper right window
Enter an appropriate name for the Rate Deck in the Name field. See table.
Select the appropriate Location, Direction, Relationship, and Deck Type. See table for the Prefix Jurisdiction (NPANXX) Deck Type select LRN for the Rate by field.
Uncheck the Requires Confirmation field.
Click the Add Rating button.
Once the Rate Deck is added, the window will change changes to allow you to upload a CSV file. You can also download a sample csv CSV file by selecting Download Sample.
Either click Click Upload document or drag the csv CSV file onto the window.
Match the column headers in the csv CSV file to the appropriate fields.
Optionally change the Effective Date or add an Expiration Date for the Rate Deck.
Click Save & Upload.
Repeat Steps 4 – 13 for the other US & Canada Termination Customer Toll-Free Rate Decks.
Use one of the two ways to assign the Rate Decks to the Termination Customer Trunk Group.
When finished, the Rating table in the Customer Relationship will be looks something like this.
When finished, the Trunk Group table in the Customer Relationship will be looks something like this.
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Step 9. Create and assign Origination Vendor Rate Decks
Name (example) | Location | Direction | Relationship | Deck Type |
Teams-US-OV-DID | US & Canada | Origination | Vendor | DID |
Teams-US-OV-TF | US & Canada | Origination | Vendor | Toll-Free |
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If the Relationships menu is collapsed, click on Relationships from the Tree View in the left panel to view All existing Relationships. If it is expanded, click on All immediately under Relationships
Select the Vendor Relationship you created in Step 2.
Select the Rating menu
Select the + Add Rate Deck button in the upper right window
Enter an appropriate name for the Rate Deck in the Name field. See table.
Select the appropriate Location, Direction, Relationship and Deck Type. See table
Click the Add Rating button
Once the Rate Deck is added the window will change to allow you to upload a CSV file. You can also download a sample csv file by selecting Download Sample
Either click Upload document or drag the csv file onto the window
Match the column headers in the csv file to the appropriate fields
Optionally change the Effective Date or add an Expiration Date for the Rate Deck
Click Save & Upload
Repeat Steps 4 – 12 for the US & Canada Origination Vendor Toll-Free Rate Deck.
Use one of the two ways assign the Rate Decks to the Origination Vendor Trunk Group
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