Nerd Vittles

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Monday, May 12, 2008

Asterisk Hell: A Minefield Navigation Guide for Newbies

Filed under: — ward @ 2:00 am

We're going to take a serious look at Asterisk through the eyes of a typical new user today. Our objective is to turn newly built Asterisk servers into stellar performers, IP telephony systems that work reliably without the quirks that are all too familiar to those of us who have tiptoed through the minefield for many years. Whether you've chosen to run PBX in a Flash, or a trixbox system, or Elastix, or rolled your own Asterisk system, that's the least of your problems. And it doesn't really matter which flavor you chose because most of the pitfalls we'll be discussing today apply more or less to all of the distributions. Our yardstick for whether your system is performing satisfactorily is straightforward. When your significant other begins screaming for the return of a plain old telephone, you know, one where people on the other end of a call can actually hear what you're saying... you've got a problem.

Download Blues. You can't build an Asterisk-based turnkey system without knowing how to deal with an ISO download. If you have questions about how to create a usable CD from an ISO download or, if your newly minted CD won't boot, follow these simple steps. With a Mac, use Roxio Toast. Choose Copy, click Image File, and drag the ISO file you downloaded into the folder. Click Burn after inserting a blank CD. If you don’t own Toast for your Mac, go to the Applications->Utilities folder and run Disk Utility. Click on Images->Burn from the Title Bar and choose the ISO file you downloaded. Then click Burn to begin. For those in the PC World, you’ll need either Roxio Easy CD Creator or Nero to create a CD from an ISO image. With Easy CD Creator, choose Create Data CD. Then in the File menu, select Create CD from Image, and choose your downloaded file. Now click burn to begin. With Nero, go to Recorder from the top menu and choose Burn Image. Select your download file. Then from the Burn Compilation Window, choose Burn to begin.

Hardware Nightmare. Our Wild Ass Guess (WAG) would be that 90% of the installation problems experienced by new Asterisk users are directly related to crappy hardware. If it sounds like we're tired of hearing about this, you'd be right. The issues range from clone X100P cards that don't work (those that do work usually don't work for long!) to 10 year old systems that barely work to $3,000 top-of-the-line dual everything systems that Linux simply does not yet recognize because the hardware is so new that the glue isn't even dry on the motherboard. The video card is brand new, the onboard network adapter has been in production less than a month, and the SATA RAID drive adapter has been customized just for Dell. Guess what, Dude? The operating system won't load. ATTN: Everybody. Do yourself (and us) a favor. Throw your 10-year-old system in the recycle bin where it belongs. And don't replace it with the most expensive new system from Dell that you can find. We've got nothing against Dell by the way. Keep in mind that we're not loading Windows Vista Premium Deluxe that needs 10,000 horsepower to get out of bed every morning. For a Linux-based telephony server that is going to support under 100 people, the $3,000 server is just overkill and will cause many more problems than it solves. Instead, scratch together $200 and buy yourself a new WalMart Special, a.k.a. the Everex Green PC. You also can get one from NewEgg if you hate WalMart.everything. Now add a gig of RAM for $25 and call it a day. Bottom line: It works. It's reliable. It's new. And it's got performance to spare. Worried about a system failure? Then buy two of them, and we'll show you how to build mirrored servers in coming weeks.

Hardware Nightmare, Part II. For newbies that skimp on hardware, their next purchase is usually the cheapest SIP telephone on the planet. Don't! It's a Death Wish Come True. A week later you'll be wondering why all your friends say it sounds like you're calling from a tunnel. The Little Mrs., of course, has long since begun making all of her calls on a cellphone... which tells you how bad your new system really is! Our advice: Take the $200 you saved buying the WalMart Special above, and buy yourself ONE decent SIP telephone. You'll never be sorry. The Aastra 57i is a perfect phone, period. You can read why here. We even have free software that will automatically configure Aastra 57i's for you. All you have to do is plug it in. And, if you like the flexibility that comes with cordless handsets, splurge for the 57i CT for about $100 more, and you'll have the best phone plus one or more cordless handsets with incredible range.

Software Nightmare. Whether you barely understand Linux or consider yourself a Linux guru, unless you know just as much about Asterisk, save yourself (and the existing Asterisk community) weeks and weeks of headaches. Download one of the Asterisk aggregations that's already been built for you such as PBX in a Flash. In the case of PBX in a Flash, it includes all of the source code necessary to recompile anything on the system once you get your feet wet. Believe it or not, the people that put these aggregations together have decades of Linux, networking, and telephony experience. They actually know what they're doing (in most cases), and the FreePBX web interface to Asterisk that is included in most of these packages was written by some of the best Asterisk gurus on the planet. These aggregations are self-contained ISO images that include the operating system and every piece of the puzzle that you'll need to get an Asterisk system up and running in under an hour. No small feat! If you pick the right one, everything works out of the box, and you can keep it current by issuing one simple command from the Linux prompt... any time you like. It's also easy to add your own pieces down the road using the included compiler and compilation tools. For those that say "I wanna learn as I go" but don't know the difference in a Dialplan, a Bedpan, and a Portapotty (HINT: see inset), here's a tip. Start with an aggregation and then build your own Asterisk system from the ground up... in about six months after you return from Asterisk Bootcamp. In the meantime, pick up a copy of Linux for Dummies. If you're too cheap to cough up the twenty bucks, at least read Joe Roper's Conversational Linux for Newbies. It's free.

It's Your Firewall, Stupid. I wish I had a nickel for every message thread that has been written that goes something like this. "I can make calls out of my system, but the people I call can't hear me." Or vice versa. The answer is pretty simple if you stop and think about it for a second. A phone call has two participants. One talks and the other one listens. Then you take turns. At least that's the theory. For that to actually work in the world of Internet telephony, the talking legs of the call have to be able to get from Point A to Point B and from Point B to Point A. If your IP-based telephone or Asterisk system is sitting behind a firewall/router, you have to configure your router to pass the incoming data into the server and telephone on your private network. If the telephone or Asterisk system on the other end of the call happens to also be sitting behind a firewall/router, then we have what's called "double NAT issues." And, no, this doesn't refer to no-see-ums on a steamy summer night in Dixie. Bottom line: If any of this communications traffic can't find it's way to the other end, then someone can't hear all or part of the telephone conversation.

To fix NAT problems with Asterisk, you simply tell your router to forward all data received on UDP ports 4569, 5004 to 5037, 5039 to 5082, and 10000 to 20000 to the private IP address of your Asterisk server. You also must make certain that the following entries exist in /etc/asterisk/rtp.conf:

[general]
rtpstart=10000
rtpend=20000

And bindport = 5060 must exist in the [general] context of /etc/asterisk/sip.conf. The aggregations take care of the rtp.conf and sip.conf setups for you. But you must reconfigure your router/firewall. Last, but not least, you probably need to complete the next step below as well.

Wherefore Art Thou, Server? If you plan to add additional telephones to your system which are not behind the firewall with your Asterisk server, then those phones have to know the public IP address of your server... all the time. The same holds true with some Internet telephony hosting providers. In lieu of a static IP address, you can use a fully-qualified domain name, e.g. mypbx.dyndns.org. This avoids a problem if your Internet service provider only gives you a dynamic IP address which changes from time to time. There's one more step in making this work. You have to set this information up in Asterisk. Here's how.

Log into your Asterisk server as root and edit sip_custom.conf: nano -w /etc/asterisk/sip_custom.conf. The entries depend upon whether your Internet connection has a fixed IP address or a DHCP address issued by your provider. In the latter case, you also need to configure your router to support Dynamic DNS (DDNS) using a service such as dyndns.org. If you have a fixed IP address, then enter settings like the following using your actual public IP address and your private IP subnet:

externip=180.12.12.12
localnet=192.168.1.0/255.255.255.0      (NOTE: The first 3 octets need to match your private IP addresses!)

If you have a public address that changes and you're using DDNS, then the settings would look something like the following:

externhost=mypbx.dyndns.org
localnet=192.168.0.0/255.255.255.0      (NOTE: The first 3 octets need to match your private IP addresses!)

Once you've made your entries, save the file: Ctrl-X, Y, then Enter. Reload Asterisk: amportal restart. If you assigned a permanent IP address, reboot your server: shutdown -r now.

Be aware that, with some hosting providers, you may experience problems with the externhost approach outlined above. If your ISP only gives you a dynamic IP address, you still can use the externip approach above so long as you have a method to frequently verify your IP address. The approach we actually use on our network is to run a little script every 5 minutes. If it finds that your outside IP address has changed, it will automatically update your sip_custom.conf file with the new address. To use this approach, create a file in /var/lib/asterisk/agi-bin named ip.sh. For this to work, you have to be able to ping your fully-qualified domain name and get a response! Here's the code:

#!/bin/bash
fqdn="mypbx.dyndns.org"
localnet="192.168.0.0"
externip=`ping -c 1 $fqdn | cut -f 2 -d "(" | cut -f 1 -d ")" -s | grep -m 1 ^`
if [ -e /tmp/$externip ] ; then
echo No IP Update Required ;
else
echo IP Update Required ;
touch /tmp/$externip ;
echo "externip=$externip" > /etc/asterisk/sip_custom.conf
echo "localnet=$localnet/255.255.255.0" >> /etc/asterisk/sip_custom.conf
asterisk -rx "dialplan reload" ;
fi

On line 2 of the above code, enter the fully-qualified domain name for your server that is registered with your DDNS host. Take a look at this thread for information on DNS-O-Matic which is free.

On line 3, enter the internal subnet for your server. This is usually 192.168.0.0 or 192.168.1.0. YMMV!

Save the file and give it execute permissions: chmod +x /var/lib/asterisk/agi-bin/ip.sh. Then make asterisk the file owner: chown asterisk:asterisk /var/lib/asterisk/agi-bin/ip.sh.

Finally, add the following entry to the bottom of /etc/crontab:

*/5 * * * * asterisk /var/lib/asterisk/agi-bin/ip.sh > /dev/null

Snap, Crackle, and Pop. No. Your phone calls are not supposed to sound like a bowl of Kellogg's Rice Krispies. If they do, it usually means your Internet bandwidth is insufficient to support a reliable VoIP call. Using an uncompressed codec such as ULAW, a single call requires roughly 128 kbps of bandwidth in both directions for a reliable conversation. A full T1 can handle roughly 20 simultaneous calls. If you have a dial up Internet connection, do your friends a favor. Go back to tin cans and a string. It'll work just as well and maybe better. Keep in mind that most ISPs do not offer any QOS guarantees with their service and upstream bandwidth is severely restricted. Not surprisingly, this seems to have gotten worse as more and more ISPs try to steer their customers towards their own VoIP offerings. If you have Internet bandwidth to spare but have a busy LAN, you may want to consider a router that provides increased throughput for certain types of data, e.g. SIP and IAX traffic. Most gaming routers provide good traffic shaping functionality. For example, the dLink DGL-4300 Gaming Router provides excellent results and is currently available at Amazon for under $85 after rebate. Another option is to use a different codec for your calls. See this table for the bandwidth calculations. But be aware that as VoIP data gets compressed, you also run the risk of serious degradation in calls if there is any appreciable packet loss because of the geometric effect this has on compressed data. See this thread for some other troubleshooting tips.

Got Those Disappearing Email Blues. Where did my emails go? Nowhere is the usual answer. Sending email messages with your latest voicemails attached is a wonderful feature that PBX in a Flash and other FreePBX-based systems fully support. There are two common problems in sending emails from your LAMP-based Asterisk server. Either your server isn't configured to send out email or your ISP is blocking the transmission of emails that originate from your system. It's usually easier to troubleshoot email problems by first determining whether your ISP is blocking the emails. Then it's pretty simple to test whether your server is properly configured to send the messages... but, first, a brief history lesson.

Many ISPs don't like downstream servers that function as so-called SMTP hosts because of SPAM and email relay hosts. An improperly configured SendMail server can be used to generate thousands of messages an hour from anyone with an Internet connection. One of the first SPAM messages we received after creation of the Department of Homeland Security was a message using a DHS sendmail server as an email relay host. That inspired confidence. To avoid this problem, ISPs do several things. Typically they block port 25 on their servers so that you can't send out email from downstram SMTP servers. Instead, you have to use their SMTP server to send all outbound email. Comcast takes it a step further. On some systems, they block port 25 on your cable modem so that email never leaves your home or office. Do they typically tell you when they do this? Of course not. While all of this is done in the name of reducing SPAM, it's also a convenient excuse for imposing service restrictions which also happen to save them bandwidth... which you are paying for.

To test whether your ISP is blocking port 25, log into your Asterisk server as root and issue the following command:

telnet nerdvittles.com 25

If your provider isn't blocking port 25, you should get a response like this:

Trying 69.89.21.89...
Connected to nerdvittles.com (69.89.21.89).
Escape character is '^]'
220-We do not authorize the use of this system to transport unsolicited,
220 and/or bulk e-mail.

If your ISP is blocking port 25, then the first step to get email flowing from your Asterisk server is to reconfigure SendMail in one of two ways. You can either send the messages through your ISP's SMTP server (and this won't work if port 25 is blocked on your cable modem!) or you can send secure messages using gMail as your SMTP relay host on port 587. This requires that you set up a free gMail account first. For detailed instructions on the gMail setup, go to this message thread and follow the instructions. For an example of using Comcast as your SMTP relay host using port 587, read this thread.

Now we're ready to configure your Asterisk server to reliably send out email messages. There's a simple trick to get this working. A fully-qualified domain name for your server must match the "from" address for the email messages that are sent. This domain does not actually have to be accurate so long as you don't expect to get return emails. Think of it as putting a fake return address on a letter which you mail. It doesn't keep the letter from getting to the designated destination. It just means that you'll never get it back if it were incorrectly addressed. So... our recommended scenario is to do the following. Log into your server as root and edit /etc/hosts. Insert pbxinaflash.dyndns.org in front of pbx.local and separate the entries with a space. Save the file and then restart your network: service network restart. Now edit /etc/asterisk/vm_general.inc and change the serveremail line to read as follows: serveremail=vm@pbxinaflash.dyndns.org. Save the change and reload your dialplan: asterisk -rx "dialplan reload".

Finally, we want to send a test message to be sure everything works. Then you can use FreePBX to tell Asterisk to deliver voicemails to your email address by editing your Extensions settings. To send a test message, log into your server as root and type the following using your real email address. Wait a minute and then check your mailbox (including your SPAM mailbox) to be sure you got it somewhere.

echo "test" | mail -s testmessage nerduno@dyndns.org

Decipherable TouchTones Really Are Part Magic. For the poor soul that finally has a system where he can both speak and hear on the phone (just like in the Old Days), the next hurdle usually rears its head the first time you connect to your favorite doctor's office or credit card company and need to press zero for customer service. After pressing 0 for the hundredth time, you conclude that the buttons on your phone are not working. Before too long, you rightly conclude that there's something wrong with Asterisk. Correctomundo! If you want the technical reason for why you may have lost DTMF signalling, take a look at the RFC. To put it down where the goats can get, if you go into a Chinese restaurant where only Chinese is spoken and you happen to only speak English, chances are you may leave hungry. In the world of touchtones and Asterisk, there are several different dtmfmode settings. There's one for your phone to communicate with your Asterisk server, there's another for your server to communicate with your phone, there's another for your Asterisk trunk to communicate with your provider, and there's another for your provider to talk to you. Now multiply all those combinations by two for communications with another party, and you'll have some idea of the technical hurdles... even with a perfect connection between Party A and Party B. In short, perhaps you just should be thankful you can hear the person at the other end of the call at all.

If different portions of the call are using different DTMF settings and with some compressed codecs, the touchtones cannot be deciphered at the other end of the call. There are several things you can do to improve your chances of DTMF tones working. First, use a reliable provider and buy decent phones. Second, set your server trunks, extensions, and your phones to dtmfmode=rfc2833 and see how it goes. If you still have problems, try adjusting the dtmfmode settings on just your phone and extension to some other value supported by your phone. These two must match. Try dtmfmode=inband and dtmfmode=info. Next, make certain that the dtmfmode setting for your trunk matches what your service provider is using to communicate with your server. This pair of settings must match as well. If you still don't have any luck, try a little Googling for the dtmfmode for your phone type and your provider. If it worked for someone else, chances are it will work for you. If all else fails, try another phone or a more reliable telephony service provider. Assuming you can understand them, you typically can tell whether your service provider understands the problems within about 30 seconds after the music on hold ends... which brings us to our favorite topic.

My Telephony Provider SUX. Yes. There are telephony providers and then there are telephony providers. As with most things in the world, you get what you pay for. Cheap telephony rates don't always mean crappy service, but it certainly improves your chances. All-you-can-eat plans are notoriously dangerous. Even if the telephone service is fairly good, the terms of service typically are shocking. Some even force you to agree to pay exorbitant backdated fees plus attorneys' fees if they, in their sole discretion, determine that you have used your plan for unauthorized calling.

We've got some tips that we repeat often so if you've heard them already, skip along to the next topic.

  • Rule #1: If your business depends upon incoming telephone calls, don't use VoIP telephony service for all of your incoming calls. What you may want to do is order a single business line from AT&T and take Marty Tennant's advice: "You can order an arrangement called 'call forward/busy multi-path' from AT&T (confirm this beforehand) that will allow multiple call forwarding instances to another number (the VOIP one in this case)."
  • Rule #2: Do some reading on which providers have good reputations. We also have a good list of providers that we regularly recommend.
  • Rule #3: With pay-as-you-go termination providers for outbound calls, it doesn't cost you a dime to have numerous trunks provisioned and working on your Asterisk system. If a termination fails using your preferred provider, Asterisk will simply drop down the list until it can successfully complete the call. So don't ever put all your eggs in one basket for terminations.
  • Rule #4: All-you-can eat incoming service with a free DID is still a very good deal at least in the United States and Canada. See our list for suggestions.
  • Rule #5: Toll-free numbers no longer have to be expensive. See our recommendations for reasonably priced toll-free numbers, and give your business a shot in the arm for almost nothing!

What Happened to CallerID? CallerID really is the last vestige of the old Ma Bell monopoly. CallerID numbers are easily deciphered on almost all Asterisk systems regardless of your DID provider. This is true on inbound and outbound calls. CallerID name is a different story. The short answer is that the Baby Bells all maintain their own telephone directories. And chances are you're not in it if you're using VoIP telephony service. These companies seek to preserve their telephone monopoly by *NOT* processing CallerID names that are received from "foreign" systems. Instead, they take the CallerID number that is provided and look up the name in their proprietary directory. No entry = No CallerID Name display. So... the short answer is that, for outbound calls from your system, it does no good to send CallerID Name information. Almost every provider throws it in the bit bucket.

That still doesn't explain why you can't get CallerID names for incoming calls. Here's where your DID provider matters. Some of them subscribe to baby Bell-supported service that provides the names, and others don't. If your DID provider doesn't, then you can either set up your own service to supply CallerID name information, or you can get a new DID provider. For the best homegrown CallerID name service, we recommend Ultimate CNAM from Titanous. It works well on all PBX in a Flash systems and is extremely flexible in the choices provided for name lookups. It currently supports eight lookup providers: AsteriDex, WhoCalled.Us (registration required), Whitepages.com, AnyWho.com, Canada411.com, Google Phonebook, TelcoData (Ratecenter), and Fonetastic (Ratecenter).

My Passwords Don't Work Any Longer. What is it about Asterisk that makes everyone want to screw around improving their passwords? Leave them alone! So long as your initial root password is secure, you're absolutely safe from intruders except someone with physical access to your machine (even on the Internet) if you just do the following. First, using a web browser, go to the IP address of your new server. Click on Administration and then Menu Configuration and enter an Admin password that is as secure as your root password. Second, open FreePBX and click on Setup and then Administrators. Change the password for admin to something equally secure. Third, go to the Linux command prompt. Type each of the following commands and enter a secure password for each.

passwd-maint
passwd-amp
passwd-meetme
passwd-webmin

Now leave your damn passwords alone for at least six months unless you are tortured and forced to reveal all of your innermost secrets. If the annoying FreePBX password reminders bug you, then go to this link and follow the instructions to make the reminders disappear. Then leave your system alone for a week to make sure everything works reliably. Now you're free to add one new thing every other day checking often to make sure it didn't break something that was previously working. When you add ten new things at once, it's virtually impossible to put Humpty back together again. But, of course, you knew that. Enjoy!


PiaF Without Tears. Ben Sharif's PiaF Without Tears tutorial (all 208 pages) was released last week. For those that haven't yet taken a look, you're missing a treat!

Coming Attractions. With the new PBX in a Flash 1.2 release, there now are four different versions of Asterisk that can be installed: 32-bit Asterisk 1.4, 64-bit Asterisk 1.4, 32-bit Asterisk 1.6-beta, and 64-bit Asterisk 1.6-beta. Next week we'll address the installation issues with the Nerd Vittles applications using each of these new systems and expose a few more potholes in the Asterisk minefield. And we may have a new AsteriDex 4 add-on for you as well.

Nerd Vittles Cepstral Demos with Allison TTS (courtesy of les.net). You now can take some Nerd Vittles projects for a test drive... by phone! And it provides a good example of the VoIP quality you can expect with hosted service from Aretta Communications. The current demos include all five new applications preconfigured for Cepstral with the Allison TTS voice: (1) MailCall for Asterisk with password 1234 (retrieve POP3 email by phone), (2) NewsClips for Asterisk (latest news headlines in dozens of categories), (3) Weather Forecasts by U.S. Airport Code, (4) Weather Forecasts by U.S. ZIP Code, and (5) Worldwide Weather Forecasts. Just dial 678-444-2445 from any touchtone phone.

The WalMart Special. We continue to believe that the Everex gPC (aka The WalMart Special) is an almost perfect server for Asterisk implementations with less than 30 simultaneous calls and up to 100 or so extensions. At $199, you can't beat the price. To make things even easier, we will have a preconfigured 2-CD ISO installation set for either the 32-bit Asterisk 1.4 or 1.6-beta version of PBX in a Flash in the next few weeks. It'll include all of the Nerd Vittles goodies plus a full system automatic backup system. All you'll need to add is a 4GB flash drive (about $15) for your weekly backups, and you'll never have to worry about losing your system again! So order your unit, and you'll be ready for the rollout. Here's the WalMart link and the NewEgg link for the latest hardware version. Add a gig of RAM for $25, and you'll have the perfect telephony server platform to begin your Asterisk adventure.

Monday, May 5, 2008

Introducing AIM Call Out for Asterisk

Filed under: — ward @ 2:00 am

Today we’re taking a Margarita Break from our shiny new PBX in a Flash 1.2 server to play with AOL’s new AIM® Call Out. AOL actually introduced the service as an Open Voice API, but it walks and quacks like a SIP termination gateway so that, of course, tempted us to try it. Since it is SIP-compatible, we thought it would be fun to see if we could get it working with Asterisk. It didn’t take long. This is a great opportunity for all of us that live and breathe Asterisk because of AOL’s huge infrastructure. You can sign up from anywhere in the world and call over 200 countries. Plus, their pricing is competitive. Worst case: It provides another layer of redundancy for every Asterisk-based telephony system. Complete rate table is available here.

Prerequisites. If you want to follow along with our five-minute setup, then you’ll need a LAMP-based Asterisk server with FreePBX. PBX in a Flash, trixbox, and Elastix all should work. You’ll also need an AOL account if you don’t already have one. Then you’ll need to sign up for the AIM Call Out service before we reconfigure a trunk in Asterisk to support the AOL offering. Nothing in the AIM Call Out Terms of Service precludes use with Asterisk so long as it is for home or small business use and not for resale of phone service. This is not legal advice, blah, blah, blah…

Getting Started with AIM Call Out. If you don’t already have an AOL account, you can sign up for free. Or just pull out one of the thousands of CDs they mailed you and register. Once you have an AOL account name, head over to the AIM Call Out web site and register for the service. Don’t use your AOL password for your AIM Call Out service. After all, this is SIP. You will need a credit card because you’re signing up for pay-as-you-go minutes. Five bucks will get you started. The published rates are reasonable at 1.7¢ per minute for U.S. calls and 2¢ per minute to Canada, Mexico City, England, China, Germany, and Australia. We used the word “published” advisedly…

AOL Math: 1.7 + .3 = 4   AOL has taken a page from Ma Bell in terms of creative mathematics. With each call, AOL first rounds UP the time of the call to the next minute and then rounds UP the total price to the next penny. Here’s the way their Terms of Service describe it: “For point of clarity, the rounded up minutes are multiplied against the current rate effective at the end of the call (generally based on the location the call is placed) and then rounded up to whole cents (USD).” So a 70-second call in the U.S. (which should cost under 2¢ at 1.7¢ per minute using Plain Old Math) actually is billed to you at 4¢. Charitably speaking, it’s creative to advertise the cost of a call in the U.S. as 1.7¢ per minute with all the rounding that is taking place. For short calls, it can be more than double that rate once you factor in AOL’s double rounding. In our example, the 70-second call is first rounded up to 2 minutes. And then the cost of the call is computed at 3.4¢ for the already rounded up call. Then the 3.4¢ computation is rounded up to 4¢. So you see 1.7 + .3 really does equal 4 in the bowels of AOL. And welcome to a class action law suit about a year down the road if we were betting. You’d think the bean counters would learn sooner or later that you can’t publish a 1.7¢ per minute rate in the headlines and then bury a very different pricing scheme in the fine print. Ma Bell, of course, turned rounding into an art form, and AOL has simply picked up where the Baby Bells and the cell phone companies left off. And, lest we forget, six months of non-use, and your minutes (and money) disappear just like with Skype. There also are some weird rules about how much money you can spend for the first several months of use. That’s probably a good thing. They get to watch how you behave, and you get to carefully evaluate their service and performance. In the meantime, please join us in asking AOL to clean up their act and return to performing simple addition the old-fashioned way. </whining>

Now, where were we? Once your account is set up, you’ll need three pieces of information: your userid, your password, and the name of the AIM SIP gateway: sip.aol.com:5060.

Configuring an AOL Trunk in FreePBX. With relatively recent versions of FreePBX, there are two steps to get your new termination service with AIM Call Out functioning. We need to add a Trunk. And then we need to add an Outbound Route to your dialplan. To add the new trunk, click on Setup, Trunks, Add SIP Trunk in the FreePBX web interface. You can leave the General Settings, Incoming Settings, and Registration blank for now because AOL won’t let you set your CallerID and AOL won’t sell you a DID… yet. You might want to include your CallerID info just so it’ll be there if AOL ever enables the feature. For now, when you dial out through AOL, your callees will get a number displayed which, if called, plays a 30-second ad for the AIM Call Out service and then hangs up.

For the Outgoing Dial Rules, we set up our AOL service so that we dial a 6 prefix to use AOL. Then you must dial a “1″ and area code and number in the U.S. to complete a call. For other countries, you’d dial the country code, city code, and number. So our entry for U.S. calls looks like this:

6|1NXXNXXXXXX
6|1+NXXNXXXXXX

The important piece to get things working is the Incoming Settings. Name the trunk AOL or whatever you prefer. The remaining PEER Details should look something like the following using your userid and password obviously:

dtmfmode=rfc2833
host=sip.aol.com
insecure=very
nat=yes
secret=YourPasswordHere
sendrpid=yes
type=friend
username=YourAOLaccountname@aim.com

Once you save your trunk settings and reload the dialplan, then choose Setup, Outbound Routes, Add Route. Again, we’re using a dialing prefix for this service so you’ll want to be sure you move the route toward the top of your list of outbound routes when you’re finished to make sure it snags all outbound calls starting with 6 and 10 or 11-digit numbers. Here are our settings for the outbound route:

Route Name: aol
Dial Patterns:
61NXXNXXXXXX
6NXXNXXXXXX
Trunk Sequence: SIP/AOL

Save the settings and then move the outbound route to the top of your route listing. Then reload the FreePBX dialplan, and you’re done.

Overall Impressions. We’d rate the service and call quality as pretty good based on a quick look. The pricing is reasonable except on very short calls, and the Terms of Service aren’t overly offensive. In fact, if we were betting, we’d predict that AOL will offer an all-you-can-eat plan in the very near future. For now, when your call credit is getting low, you will get an email as well as a whispering voice in your ear that you’re about to run out of minutes. Could be worse. We also had no problem placing multiple, simultaneous outbound calls through the service. That’s good news for Asterisk users. For an excellent review and some good tips on AIM Call Out generally, see Dan York’s blog. Enjoy!


Late-Breaking News Flash. Ben Sharif’s PiaF Without Tears tutorial (all 208 pages) has just been released. Forget about the contents. You know that’ll be terrific like all of Ben’s previous works. But wait until you see the cover!

PBX in a Flash 1.2 Update. The response to PBX in a Flash 1.2 continues to be a bit overwhelming. If you read last week’s article, you already know that, for the first time, there now is a turnkey LAMP install that supports 32-bit and 64-bit versions of CentOS as well as the latest 32-bit and 64-bit releases of Asterisk 1.4 and Asterisk 1.6-beta. Now’s your chance to really do some experimentation. The performance of the 64-bit install is eye-popping on both a dedicated machine and running under VMware. And the Asterisk 1.6 beta has some new features that are well worth a careful look. Don’t use it in a production environment obviously!

For the first time, you now have to be careful in loading new applications because many 32-bit apps don’t play nicely (or at all) on a 64-bit version of Asterisk and CentOS. Here’s a gotcha that you need to watch out for. You can’t use a 32-bit version of Cepstral or a 32-bit Cepstral voice on a machine running the 64-bit version of PBX in a Flash. And you can’t load the Asterisk 1.4 interface to Cepstral on a machine running Asterisk 1.6-beta. So… we have reworked our tutorial on Cepstral to reflect the proper download locations for all four new flavors of PBX in a Flash 1.2.

And, of course, Digium has broken some applications that worked just fine under Asterisk 1.4. In the next few weeks, we will provide a road map for all the Nerd Vittles applications and what it takes to get them running under Asterisk 1.6. But, if you want the short answer, everything including MailCall works on both 32-bit and 64-bit versions of Asterisk 1.4. And everything including MailCall works on 32-bit and 64-bit versions of Asterisk 1.6 once you execute the following command after installing all of the Nerd Vittles apps you wish to use. MailCall takes some special care to set up. See this message thread.

sed -i 's|\||\,|g' /etc/asterisk/extensions_custom.conf

One might ask why it was necessary to (again) ruin existing dialplans by changing vertical bars to commas. Another brilliant performance enhancement in Asterisk 1.6 courtesy of Digium and the Asterisk Development Team. NOT!

Tuesday, April 29, 2008

Introducing PBX in a Flash 1.2: The Leaner, Meaner Asterisk Machine

Filed under: — ward @ 4:00 pm

We're just shy of the six month birthday for PBX in a Flash. So what better time to introduce version 1.2 which is chock full of new telephony goodies to whet your appetite for Internet Telephony. Tom King and Joe Roper have worked their usual Magic™ to come up with a pair of new ISOs that are nothing short of spectacular. Not only is PBX in a Flash leaner and meaner, but it's now incredibly flexible. You don't get the kitchen sink in PBX in a Flash ISOs. Instead you get a rock-solid CentOS 5.1 operating system on which to build an Internet telephony server that meets your specific needs. Want a 64-bit operating system? We've got it. Prefer to stick with a 32-bit operating system? We've got you covered there, too. Want to experiment with Asterisk 1.6-beta? We've got it. Want to stick with Asterisk 1.4 for a production environment? We've got you covered. Do you prefer LVM, ext3, or SATA RAID for your disk drives? Well, take your pick. PBX in a Flash 1.2 now supports all of them. For those with a physical handicap, you now can install the complete system with no user intervention by typing ksauto at the first prompt. And, for PBX in a Flash development partners, we've even designed a 2-CD install set that makes generation of multiple systems with minimal Internet access a reality.

A Better Mousetrap. Asterisk-based LAMP aggregations, of course, are plentiful today, but we think we have a better mousetrap. Here are a few reasons why? First, PBX in a Flash is the only distribution that is totally source-based with Asterisk compiled from source. What that means is when you purchase add-on hardware and it has a problem for some reason, all of the tools are already in place for you to contact the manufacturer or reseller and have them reconfigure or recompile whatever is necessary on your system to get you back in business quickly. It also means that most of our applications are compiled from source on your specific hardware which assures a more reliable and stable software platform on which to build your telephony system.

Second, we don't release PBX in a Flash ISOs every other week. We don't have to. Every time a new security patch is released for Asterisk, the "other guys" have to create a new RPM or ISO to support it. That means your system is vulnerable while this process is underway. In many cases, it means reinstalling a new ISO and starting over. I wish I had a nickel for every time I reinstalled and basically started over with Asterisk@Home or trixbox. With PBX in a Flash, you simply type update-source at the command prompt and your system is brought current without missing a beat. The total downtime for your system is typically under 15 minutes!

Third, PBX in a Flash uses a two-step install process that all but eliminates the ISO obsolescence issues that have plagued other distributions. The PBX in a Flash ISO is used to install either the 32-bit or the 64-bit CentOS 5.1 operating system. When that process completes, the installer then searches multiple sites on the Internet for our "payload file" which contains the latest, greatest version of Asterisk which is compiled on-the-fly. The payload script also installs FreePBX and many of the customized features that make PBX in a Flash unique. If you need additional functionality, we have an entire web site, pbxinaflash.org, dedicated to add-on scripts, and it also has gotten a facelift. And, by the way, our typical add-on script installs without user intervention in under a minute. So... install what you need and skip the BloatWare. Using this design, most bugs are eliminated as well without your having to do much of anything. Translation: More siesta time. Less all-nighters!

Here's another reason that all of this matters. This is a true story that will give you a good handle on the flexibility that our design strategy brings to the table. We quietly introduced PBX in a Flash 1.2 to our loyal fan club last Wednesday. Within an hour after its release, the Asterisk Development Team announced a security patch and distributed new versions of Asterisk 1.4 and 1.6. Tom King, who was responsible for development of our latest payload files, happened to be scuba diving in the Atlantic Ocean as all of this unfolded. We sent him a text message to alert him to the problem. When Tom came up for some fresh air, he got the message. Then, using a cellphone from his boat, he kicked off an update script that regenerated all of the payload files with the latest Asterisk 1.4 and 1.6 security patches. And 90 minutes after the Asterisk security announcement, new PBX in a Flash 1.2 installs included both new versions of Asterisk. For those that installed their systems within the first 90 minutes, update-sources did the trick.

So today we're proud to introduce the 1.2 release of PBX in a Flash for Linux, Windows, and Macs. It's still the Lean, Mean Asterisk Machine designed to meet the needs of hobbyists as well as business users. Text-to-speech works, Bluetooth works, FreePBX 2.4 is rock-solid, the platform is open, and there already are custom install scripts for both Asterisk 1.4 and Asterisk 1.6 with many more just around the corner, perhaps as soon as this weekend.

As some of our regular readers know, we have been very concerned with the Asterisk development strategy that continues the process of regularly deleting commands and syntaxes with each major version change. Many of us rely upon these commands in building dialplans and vertical market applications for Asterisk so it causes a mess. PBX systems break that used to work. When that happens almost annually, it's a bad thing. One way that we hope to improve the dialogue with the developers is to make it easy for more people to experiment with Asterisk 1.6. Whether you choose our 32-bit or 64-bit ISO, you also have the option to install the latest Asterisk 1.6-beta and get involved in the process. Otherwise, we might as well look forward to annual train wrecks because the developers and Digium don't appear to be budging from their design strategy. You can read all about it here and here. We'll have more to say about it in coming weeks. For today, we're going to keep our sense of humor and walk you through the typical installation scenario to bring up a new PBX in a Flash 1.2 system with the latest version of Asterisk 1.4. When we're finished, you'll have a rock-solid telephony system to begin your Asterisk adventure. So let's get started.

Getting Started with PBX in a Flash 1.2. Begin by downloading either the 32-bit or 64-bit ISO image for PBX in a Flash. Don't worry. If you try to run the 64-bit install on a system that doesn't support it, it'll just sit there so you've got nothing to lose by trying the Ferrari first. As new locations for ISO downloads come on line, we will add them to the download list. Australia came on line yesterday thanks to Jim Lam. So just click on the location nearest to you, and you're off to the races. Once you've got the ISO image in hand, use your favorite tool to burn it to a bootable CD. This next step is the most important. Don't begin your installation until you first download and read Tom King's Installation Guide. It's an easy, non-technical read and will condense the install process to about 30 minutes. There also are loads of other helpful tutorials that are free for the downloading from our support site.

If you're new to all of this, let us recommend you try one of the $199 Everex Green PCs. Both WalMart and Egghead sell them, and they're just about perfect for a home or small business telephony server. And they're much less expensive to operate as well as being environmentally friendly. Just insert the CD containing the pbxinaflash.iso and then reboot the machine you wish to dedicate to PBX in a Flash. After reading Tom's tutorial and the initial prompts and warnings, choose an option and press the <Enter key> to begin the installation. If you want to first check the media for corruption, type linux mediacheck and then press the <Enter> key. When prompted, be sure to choose the option that erases all existing partitions and uses the default partition layout. Then choose your time zone and leave the UTC system clock option unchecked. Next choose a root password for your new system. Make it secure, and write it down. We plan to use this password for virtually everything on your new system. The install process begins. This includes MySQL, Apache, PHP, CUPS, Samba, WebMin, Subversion, SendMail, Yum, Bluetooth support, SSL, Perl, Python, the kernel development package, and much more. In about 15 minutes depending upon the speed of your PC, the install will pause to allow you to eject the CD. Click the Proceed button to continue after removing the CD. You must have an Internet connection now to complete the install so plug in a 10/100 cable if you haven't done so already. After reboot, the system will start up with CentOS 5.1, then download and install Asterisk and FreePBX, and search for the necessary installation script and payload file on pbxinaflash.net. If that site happens to be down, the script will go to pbxinaflash.com for the same payload file. Just to repeat, if you don't have Internet connectivity, then the installation cannot complete. When the installation finishes, reboot your system and log in as root. The IP address of your PBX in a Flash system will be displayed once you log in. If it's blank, type service network restart after assuring that you have Internet connectivity and access to a DHCP server that hands out IP addresses. Typing ifconfig should display your IP address on the eth0 port. Write it down. We'll need it in a minute.

Now that you've logged in as root, you should see the IP address displayed with the following command prompt: root@pbx:~/. If instead you see bash displayed as the command prompt and it's not green, then the installation has not completed successfully. This is probably due to network problems but also could be caused by the time being set incorrectly on your server. You can't compile Asterisk if the time on your computer is a date in the past! For this glitch you have to start over. If it's a network issue, fix it and then reboot and watch for the eth0 connection to complete. Assuming it doesn't fail the second time around, the installation will continue. Likewise, if you do not have DHCP on your network, the installation will fail because the PBX will not be given an IP address. Simply type netconfig, fill in the blanks and reboot. Tom's Guide goes into more troubleshooting detail. The install will recommence.

Required Steps to Complete the Install. There are four important things to do to complete the installation. First, from the command prompt, run genzaptelconf. This sets up your ZAP hardware as well as a timing source for conferencing. If you're using additional hardware for your Asterisk system, we recomend removing the 56K modem when you install the cards. This will help avoid interrupt conflicts. Second, decide how to handle the IP address for your PBX in a Flash server. The default is DHCP, but you don't want the IP address of your PBX changing. Phones and phone calls need to know how to find your PBX, and if your internal IP address changes because of DHCP, that's a problem. You have two choices. Either set your router to always hand out the same DHCP address to your PBX in a Flash server by specifying its MAC address in the reserved IP address table of your router, or run netconfig at the command prompt and assign a permanent IP address to your server. Be aware that netconfig no longer is a part of CentOS 5.1. We added it back in as part of the install. If you update your CentOS configuration, you will need to reinstall it by running update-scripts, then update-fixes, and then install-netconfig. If you experience problems with the process, see this message thread on the forum. The third configuration requirement probably accounts for more beginner problems with Asterisk systems than everything else combined. Read the next section carefully and do it now!

Getting Rid of One-Way Audio. There are some settings you'll need to add to /etc/asterisk/sip_custom.conf if you want to have reliable, two-way communications with Asterisk: nano -w /etc/asterisk/sip_custom.conf. The entries depend upon whether your Internet connection has a fixed IP address or a DHCP address issued by your provider. In the latter case, you also need to configure your router to support Dynamic DNS (DDNS) using a service such as dyndns.org. If you have a fixed IP address, then enter settings like the following using your actual public IP address and your private IP subnet:

externip=180.12.12.12
localnet=192.168.1.0/255.255.255.0      (NOTE: The first 3 octets need to match your private IP addresses!)

If you have a public address that changes and you're using DDNS, then the settings would look something like the following:

externhost=myserver.dyndns.org
localnet=192.168.0.0/255.255.255.0      (NOTE: The first 3 octets need to match your private IP addresses!)

Once you've made your entries, save the file: Ctrl-X, Y, then Enter. Reload Asterisk: amportal restart. If you assigned a permanent IP address, reboot your server: shutdown -r now.

Be aware that some people experience problems with the externhost approach outlined above. If your provider only gives you a dynamic IP address, you still can use the externip apprach above so long as you have a method to frequently verify your IP address. The approach we actually use on our home network is to run a little script every 5 minutes. If it finds that your outside IP address has changed, it will automatically update your sip_custom.conf file with the new address. To use our approach, create a file in /var/lib/asterisk/agi-bin names ip.sh. Here's the code:

#!/bin/bash
fqdn="mypbx.dyndns.org"
localnet="192.168.0.0"
externip=`ping -c 1 $fqdn | cut -f 2 -d "(" | cut -f 1 -d ")" -s | grep -m 1 ^`
if [ -e /tmp/$externip ] ; then
echo No IP Update Required ;
else
echo IP Update Required ;
touch /tmp/$externip ;
echo "externip=$externip" > /etc/asterisk/sip_custom.conf
echo "localnet=$localnet/255.255.255.0" >> /etc/asterisk/sip_custom.conf
asterisk -rx "dialplan reload" ;
fi

On line 2 of the above code, enter the fully-qualified domain name for your server that is registered with your DDNS host. Take a look at this thread for information on DNS-O-Matic which is free.

On line 3, enter the internal subnet for your server. This is usually 192.168.0.0 or 192.168.1.0. YMMV!

Save the file and give it execute permissions: chmod +x /var/lib/asterisk/agi-bin/ip.sh. Then make asterisk the file owner: chown asterisk:asterisk /var/lib/asterisk/agi-bin/ip.sh.

Finally, add the following entry to the bottom of /etc/crontab:

*/5 * * * * asterisk /var/lib/asterisk/agi-bin/ip.sh > /dev/null

Getting Your Machine Up to Date. Tom King, one of our lead developers, has gone to great pains to make it easy for you to always have a current system. All you have to do is type a few commands, but you do have to type them. So do it now! After logging in as root, type update-scripts to get the latest PBX in a Flash scripts installed on your system. This doesn't run them, it merely makes them available for you to run them. Once you complete this step, you can always review the latest scripting options by typing help-pbx. Now run update-fixes to apply the latest patches to your PBX in a Flash system. When it completes, you're up to date. If you want the latest version of Asterisk, it's easy! Just run update-source. In the case of PBX in a Flash 1.2, you have the latest version of Asterisk 1.4 or 1.6-beta... at least for today.

Activating Email Delivery of Voicemail Messages. We've previously shown how to configure systems to reliably deliver email messages whenever a voicemail arrives unless your ISP happens to block downstream SMTP mail servers. Here's the link in case you need it. As it happens, you really don't have to use a real fully-qualified domain name to get this working. So long as the entry (such as pbx.dyndns.org) is inserted in both the /etc/hosts file and /etc/asterisk/vm_general.inc with a matching servermail entry of vm@pbx.dyndns.org (as explained in the link above), your system will reliably send emails to you whenever you get a voicemail if you configure your extensions in freePBX to support this capability. You can, of course, put in real host entries if you prefer. For 90% of the systems around the world, if you just want your server to reliably e-mail you your voicemail messages, make line 3 of /etc/hosts look like this with a tab after 127.0.0.1 and spaces between the domain names:

127.0.0.1     pbx.dyndns.org pbx.local pbx localhost.localdomain localhost

And then make line 6 of /etc/asterisk/vm_general.inc look like the following:

serveremail=voicemail@pbx.dyndns.org

Now issue the following two commands to make the changes take effect:

service network restart
amportal restart

The command "setup-mail" can be used from the Linux prompt to set the fully-qualified domain name (FQDN) of the mail that is sent out from your server. This may help mail to be delivered from the PBX. One of things mail servers do to reduce spam is to do a reverse lookup on where the mail has come from, checking that there is actually a mailserver at the other end. You can only do this if you have set up dynamic DNS or if you have pointed a hostname at your fixed IP address. Once you have done this, and assuming your ISP is cooperative, then you will receive your voicemails via email if you wish (this is set within FreePBX),and your PBX will email you when FreePBX needs an update. You set this feature in FreePBX General Settings.

If your hosting provider blocks downstream SMTP servers to reduce spam, here's a simple way to use your gMail account (free!) as your SMTP Relay Host. Then you never have to worry about this again!

Setting Passwords and Other Stuff. While logged into your server as root, you can configure many of the 'lesser' passwords on your system (i.e. those passwords with less than root privileges) as well as phones, ZAP hardware, and other goodies. The only command you have to remember is help-pbx. Be aware that there are four different usernames and passwords that are enforced in the web interface to your PBX:

maint... to go everywhere
wwwadmin... for users needing FOP and MeetMe access
meetme... for users needing only MeetMe access
FreePBX... default username:password for admin access is admin:admin

Configuring WebMin. WebMin is the Swiss Army Knife of Linux. It provides TOTAL access to your system through a web interface. Search Nerd Vittles for webmin if you want more information. Be very careful if you decide to enable it on the public Internet. You do this by opening port 9001 on your router and pointing it to the private IP address of your PBX in a Flash server. Before using WebMin, you need to set up a username and password for access. From the Linux prompt while logged in as root, type the following command where admin is the username you wish to set up and foo is the password you've chosen for the admininstrator account. HINT: Don't use admin and foo as your username and password for WebMin unless you want your server trashed!

/usr/libexec/webmin/changepass.pl /etc/webmin root password

To access WebMin on your private network, go to http://192.168.0.123:9001 where 192.168.0.123 is the private IP address of your PBX in a Flash server. Then type the username and password you assigned above to gain entry. To stop WebMin: /etc/webmin/stop. To start WebMin: /etc/webmin/start. For complete documentation, go here.

Updating and Configuring FreePBX. FreePBX 2.4 is installed as part of the PBX in a Flash 1.2 implementation. This incredible, web-based tool provides a complete menu-driven user interface to Asterisk. The entire FreePBX project is a model of how open source development projects ought to work. And having Philippe Lindheimer's as the Captain of the Ship is just icing on the cake. All it takes to get started with FreePBX is a few minutes of configuration, and you'll have a functioning Asterisk PBX complete with voicemail, music on hold, call forwarding, and a powerful interactive voice response (IVR) system. There is excellent documentation for FreePBX which you should read at your earliest convenience. It will answer 99% of your questions about how to use and configure FreePBX. For the one percent that is not covered in the Guide, visit the FreePBX Forums which are frequented regularly by the FreePBX developers. Kindly post FreePBX questions on their forum rather than the PBX-in-a-Flash Forum. This helps everybody. Now let's get started.

NOTE: PBX in a Flash comes with the IPtables firewall enabled on your system. If this causes problems with access to the FreePBX repository (for loading the FreePBX updates below), you can easily (and temporarily) turn off the firewall. Type help-pbx for assistance. Don't forget to restart the firewall especially if your system has any Internet exposure!

Now move to a PC or Mac and, using your favorite web browser, go to the IP address you deciphered above for your new server. Be aware that FreePBX has a difficult time displaying properly with IE6 and IE7 and regularly blows up with older versions of Safari. Be safe. Use Firefox. From the PBX in a Flash Main Menu in your web browser, click on the Administration link and then click the FreePBX button. The username and password both default to admin. Click Apply Configuration Changes, Continue with Reload, and then Refresh your browser screen. Now click the Module Administration option in the left frame once FreePBX loads. Now click Check for Updates online in the upper right panel. Next, click Download All which will select every module for download and install. The important step here is to move down the list and Deselect Speed Dials and PHPAGI from the download and install options. Once these apps have been deselected, scroll to the bottom of the page and click Process, then Confirm, then Return once the apps are downloaded and installed, then Apply, then Continue with Reload. Now repeat the process once more and do not deselect the two applications, then Process, Confirm, Return, Apply Config Changes, and Continue with Reload. Finally, scroll down the Modules listing until you get to the Maintenance section. Click on each of the following and choose Install: ConfigEdit, Sys Info, and phpMyAdmin. Then click Process, then Confirm, then Return once the apps are downloaded and installed, then Apply, then Continue with Reload. All three of these tools now are installed in the Maintenance section of the Tools tab of FreePBX. One final step, and you're good to go. An update of FreePBX has been released. Click Check for Updates online. Then choose Download and Upgrade for the Core, FreePBX Framework, and System Dashboard modules. Then click Process, then Confirm, then Return once the apps are downloaded and installed, then Apply, then Continue with Reload. You now have an up-to-date version of FreePBX. You'll need to repeat the drill every few weeks as new updates are released. This will assure that you have all of the latest and greatest software. To change your Admin password, click on the Setup tab in the left frame, then click Administrators, then Admin in the far right column, enter a new password, and click Submit Changes, Apply Configuration Changes, and Continue with reload. We're going to be repeating this process a number of times in the next section so... when instructed to Save Your Changes, that means "click Submit Changes, Apply Configuration Changes, and Continue with reload."

Choosing Internet Telephony Hosting Providers for Your System. Before you can place calls to users outside your system or to receive incoming calls, you'll need at least one provider (each) for your incoming phone number (DID) and incoming calls as well as a provider for your outbound calls (terminations). We have a list of some of our favorites here, and there are many, many others. You basically have two choices with most providers. You can either pay as you go or sign up for an all-you-can-eat plan. Most of the latter plans also have caps on minutes so it's more akin to all-they-care-for-you-to-eat, and there are none of the latter plans for business service. In the U.S. market, the going rate for pay as you go service is about 1.5¢ per minute rounded to the tenth of a minute. The best deal on DIDs is from les.net. They charge $3.99 a month for a DID with unlimited, free incoming calls. WARNING: Before you sign up for any all-you-can-eat plan, do some reading about the service providers. Some of them are real scam artists with backbilling and all sorts of unconscionable restrictions. You need to be careful. Our cardinal rule in the VoIP Wild West is never, ever entrust your entire PBX to a single hosting provider. As Forrest Gump would say, "Stuff happens!" And life's too short to have dead telephones, even if it's a rarity.

Setting Up FreePBX to Make Your First Call. There are four components in FreePBX that need to be configured before you can place a call or receive one from outside your PBX in a Flash system. So here's FreePBX for Dummies in less than 50 words. You need to configure Trunks, Extensions, Outbound Routes, and Inbound Routes. Trunks are hosting provider specifications that get calls delivered to and transported from your PBX to the rest of the world. Extensions are internal numbers on your PBX that connect your PBX to telephone hardware or softphones. Inbound Routes specify what should be done with calls coming in on a Trunk. Outbound Routes specify what should be done with calls going out to a Trunk. Everything else is bells and whistles.

Trunks. When you sign up with most of the better ITHP's that support Asterisk, they will provide documentation on how to connect their service with your Asterisk system. If they have a trixbox tutorial, use that since it also uses FreePBX as the web front end to Asterisk. Here's an example from les.net. And here's the Vitelity support page although you will need to set up an account before you can access it. We also have covered the setups for a number of providers in previous articles. Just search the Nerd Vittles site for the name of the provider you wish to use. You'll also find many Trunk setups in the trixbox Trunk Forum. Once you find the setup for your provider, add it in FreePBX by going to Setup, Trunks, Add SIP Trunk. Our AxVoice setup (which is all entered in the Outgoing section with a label of axvoice) looks like this with a Registration String of yourusername:yourpassword@sip.axvoice.com:

allow=ulaw
authname=yourusername
canreinvite=no
context=all-incoming
defaultip=sip.axvoice.com
disallow=all
dtmfmode=inband
fromdomain=sip.axvoice.com
fromuser=yourusername
host=sip.axvoice.com
insecure=very
nat=yes
secret=yourpassword
type=friend
user=phone
username=yourusername

And our Vitelity Outbound Trunk looks like the following (labeled vitel-outbound) with no registration string:

allow=ulaw&gsm
canreinvite=no
context=from-pstn
disallow=all
fromuser=yourusername
host=outbound1.vitelity.net
secret=yourpassword
sendrpid=yes
trustrpid=yes
type=friend
username=yourusername

Extensions. Now let's set up a couple of Extensions to get you started. A good rule of thumb for systems with less than 50 extensions is to reserve the IP addresses from 192.x.x.201 to 192.x.x.250 for your phones. Then you can create extension numbers in FreePBX to match those IP addresses. This makes it easy to identify which phone on your system goes with which IP address and makes it easy for end-users to access the phone's GUI to add bells and whistles. To create extension 201 (don't start with 200), click Setup, Extensions, Generic SIP Device, Submit. Then fill in the following blanks leaving the defaults in the other fields for the time being.

User Extension ... 201
Display Name ... Home
Outbound CID ... [your 10-digit phone number if you have one; otherwise, leave blank]
Emergency CID ... [your 10-digit phone number for 911 ID if you have one; otherwise, leave blank]
Device Options
secret ... 1234
dtmfmode ... rfc2833
Voicemail & Directory ... Enabled
voicemail password ... 1234
email address ... yourname@yourdomain.com [if you want voicemail messages emailed to you]
pager email address ... yourname@yourdomain.com [if you want to be paged when voicemail messages arrive]
email attachment ... yes [if you want the voicemail message included in the email message]
play CID ... yes [if you want the CallerID played when you retrieve a message]
play envelope ... yes [if you want the date/time of the message played before the message is read to you]
delete Vmail ... yes [if you want the voicemail message deleted after it's emailed to you]
vm options ... callback=from-internal [to enable automatic callbacks by pressing 3,2 after playing a voicemail message]
vm context ... default

Now create several more extensions using the template above: 202, 203, 204, and 205 would be a good start. Keep the passwords simple. You'll need them whenever you configure your phone instruments.

Outbound Routes. The idea behind multiple outbound routes is to save money. Some providers are cheaper to some places than others. We're going to skip that tutorial today. You can search the site for lots of information on choosing providers. Assuming you have only one or two for starters, let's just set up a default outbound route for all your calls. Using your web browser, access FreePBX on your server and click Setup, Outbound Routes. Enter a route name of Everything. Enter the dial patterns for your outbound calls. In the U.S., you'd enter something like the following:

1NXXNXXXXXX
NXXNXXXXXX

Click on the Trunk Sequence pull-down and choose your providers in the order you'd like them to be used for outbound calls.Click Submit Changes and then save your changes. Note that a second choice in trunk sequence only gets used if the calls fail to go through using your first choice. You'll notice there's already a 9_outside route which we don't need. Click on it and then choose Delete Route 9_outside. Save your changes.

Inbound Routes. We're also going to abbreviate the inbound routes tutorial just to get you going quickly today. The idea here is that you can have multiple DIDs (phone numbers) that get routed to different extensions or ring groups or departments. For today, we recommend you first build a Ring Group with all of the extension numbers you have created. Once you've done that, choose Inbound Routes, leave all of the settings at their default values and move to the Set Destination section and choose your Ring Group as the destination. Now click Submit and save your changes. That will set up a default incoming route for your calls. As you add bells and whistles to your system, you can move the Default Route down the list of priorities so that it only catches calls that aren't processed with other inbound routing rules.

General Settings. Last, but not least, we need to enter an email address for you so that you are notified when new FreePBX updates are released. Scroll to the bottom of the General Settings screen after selecting it from the left panel. Plug in your email address, click Submit, and save your changes. Done!

Adding Plain Old Phones. Before your new PBX will be of much use, you're going to need something to make and receive calls, i.e. a telephone. For today, you've got several choices: a POTS phone, a softphone, or a SIP phone. Option #1 and the best home solution is to use a Plain Old Telephone or your favorite cordless phone set (with 8-10 extensions) if you purchase a little device known as a Sipura SPA-3102. It's under $70. Be sure you specify that you want an unlocked device, meaning it doesn't force you to use a particular service provider. This device also supports connection of your PBX to a standard office or home phone line as well as a telephone.

Downloading a Free Softphone. Unless you already have an IP phone, the easiest way to get started and make sure everything is working is to install an IP softphone. You can download a softphone for Windows, Mac, or Linux from CounterPath. Or download the pulver.Communicator or the snom 360 Softphone which is a replica of perhaps the best IP phone on the planet. Here's another great SIP/IAX softphone for all platforms that's great, too, and it requires no installation: Zoiper 2.0 (formerly IDEfisk). All are free! Just install and then configure with the IP address of your PBX in a Flash server. For username and password, use one of the extension numbers and passwords which you set up with freePBX. Once you make a few test calls, don't waste any more time. Buy a decent SIP telephone. We think the best value in the marketplace with excellent build quality and feature set (but probably not the best sound quality) is the $79 GrandStream GXP-2000. It has support for four lines, speaks CallerID numbers, has a lighted display, and can be configured for autoanswer with a great speakerphone. Our personal favorite and the phone that PBX in a Flash officially supports is the Aastra 57i or 57iCT which also includes cordless DECT phone. Do some reading before you buy. The Voxilla forums are a good place to start.

A Word About Ports. For the techies out there that want "the rest of the story" to properly configure firewalls, here's a list of the ports available and used by PBX in a Flash:

TCP 80 - HTTP
TCP 9080 - Duplicate HTTP
TCP 22 - SSH
TCP 9022 - Duplicate SSH
TCP 9001 - WebMin
UDP 10000-20000 - RTP
UDP 5004-5082 - SIP
UDP 4569 - IAX2
UDP 2727 - Media Gateway

Where To Go From Here. The PBX in a Flash script repository at pbxinaflash.org also has gotten a facelift. That should be your next stop because it is the home of all the goodies that make PBX in a Flash shine. Tom King, the ultimate scripting guru, manages that site. So check it often. And now that PBX in a Flash 1.2 is out the door, we've been chomping at the bit to get all of our Nerd Vittles Goodies ported over. Most of our original collection work flawlessly with Asterisk 1.4 including AsteriDex, Yahoo News Headlines, Weather by Airport Code, Weather by Zip Code, Worldwide Weather Forecasts, Telephone Reminders, MailCall for Asterisk, and TeleYapper. We have not yet completed testing with Asterisk 1.6... which has a text-to-speech impairment at the moment. Complete documentation for each application also is provided at the link above. And, if you still have a DBT-120 Bluetooth adapter, you'll be happy to learn that it works out-of-the-box with PBX in a Flash on your new Everex Green PC. Dust off our recent article on Proximity Detection, and you should be in business in under 10 minutes. Enjoy!

Tuesday, April 22, 2008

The World’s Best Asterisk Phone: And Now It’s Plug-and-Play

Filed under: — ward @ 2:00 am

A short while ago we proclaimed Aastra's 57i as the world's best Asterisk phone. And, with a huge helping hand from Aastra's technical engineers and documentation writers, we built a user interface for the phone (see inset below) with every imaginable feature to prove it. Well... every feature but one. We've always cringed when the commercial PBX vendors start bragging that their phones are plug-and-play while nothing in the open source world ever quite was, at least until today. What we mean by plug-and-play is that you take a SIP telephone out of the box, plug it into the network on which your Asterisk server is running, and boom. The phone just works. No configuring, no scrambling for manuals. It just works. The new extension number for the phone is created on your PBX, and it displays on the front of the phone when it boots. And, yes, folks can start calling you. Well, today Nerd Vittles is pleased to provide you with the software to make that happen at no cost at least if you're using Aastra telephones and a PBX in a Flash server. If you're using another brand of LAMP-compatible Asterisk server with FreePBX such as trixbox ce 2.x, then today's scripts should work for you as well. And, lest we forget, we want to express our special thanks to John Drolet, Aastra's VP of U.S. Sales for getting us some equipment for our test and development center. Others might call it a basement. And our usual accolades to Philippe Lindheimer, who heads up the FreePBX development team, for lots of hints and some sample code that we ended up not using. So... don't blame Philippe if this smokes! All of the "engineering" unfortunately is mine. So let's get started. And P.S.: Be sure to read the Comments for late-breaking news.

System Requirements. To make this fly, you'll obviously need some Aastra phones. Out of the box, this application supports the 57iCT, 57i, and 55i phones. You'll also need to add or turn on a couple of features that don't come enabled by default on PBX in a Flash systems. The first is a TFTP server which is used to hand out the firmware and application code to the Aastra phones. It doesn't really matter where the TFTP server is housed for this application, but we recommend your PBX in a Flash server to keep things simple. The second critical piece is a DHCP 3.x server which is used to hand out an IP address for each new phone as well as the IP address of the TFTP server to be used to load the firmware and configuration onto the virgin phone. I've been dying to use that word in a column! Where were we? The DHCP server must be running on your PBX in a Flash or LAMP-compatible server. We'll explain why in a minute. Third, you'll need our application code which does the heavy lifting to set up an extension in FreePBX for each new phone and then writes the configuration file necessary to actually set up the telephone instrument for use. All of our code is licensed for use under GPL2.

Installing TFTP Server and Aastra Config Files. The simplest way to get started with this project is to begin by reading our original article and following all of the steps there to install, activate, and populate the TFTP server on your system. Complete all of the steps down to the final section on Activating Your Phone. Be aware that our delivered aastra.cfg configuration was specifically designed for Aastra 57i and 57iCT phones. It also will work with Aastra 55i phones (which are only about $25 cheaper than the 57i's) although you'll need to make yourself a sticker to match the top third of the display shown in the 57i screenshot below. The 55i is missing this extra screen real estate. See the phone on the left above (55i) and compare it to the phone in the second row above (57i). There's plenty of documentation on Aastra's web site to walk you through further customization. Aastra models further down the food chain will require some major button reworking in aastra.cfg before the rest of this tutorial will be of much benefit. HINT: In case you haven't figured it out, this is NOT the place to save money on your new phone system.

Installing Plug-and-Play Application. Let's set up the application first. Just log into your PBX in a Flash server as root and issue the following commands:

cd /
wget http://pbxinaflash.net/scripts/plugplay.tgz
mv /etc/dhcpd.conf /etc/dhcpd.conf.bak
tar -zxvf plugplay.tgz
rm plugplay.tgz

Configuring Plug-and-Play Application. To configure the application for use, there are three steps. First, we'll set a few variables to match your system. Second, we'll protect any existing Aastra phones that already are in use on your network. And third, we'll set up a cron job to check for new phones each minute of your workday. We'll reserve the third step until after we get your DHCP server up and running.

To set the defaults for your system, edit /root/dhcp/settings.conf: nano -w /root/dhcp/settings.conf. The default settings look like this:

START_EXTENSION="701"
PW="1234"
HOST="192.168.0.50"
CALLGROUP="1"
PICKUPGROUP="1"

Much like a DHCP server, the START_EXTENSION variable is used to tell the application the beginning extension number to use in setting up new phones. Pick a starting number with lots of downstream numbers available because there is no error checking! For example, if you already have an extension 702 on your system and you set this up to begin handing out extensions starting with 701, that means the second new phone you add to your system will cause a royal mess. If you think the most phones you'll ever add is 20, then pick a block of 40 numbers and enter the starting number between the quotes for START_EXTENSION. In case you couldn't figure it out, PW is the default password for the new phone extensions that are created. Pick something secure especially if your Asterisk server is exposed to the public Internet. Once the phones are set up, the passwords can be changed in the usual way using FreePBX. For HOST, enter the IP address of your PBX in a Flash server to which your new phones will be connecting. If you use call groups and pickup groups, adjust these settings to meet your requirements. Otherwise, leave them alone. Save your settings by pressing Ctrl-X, then Y, then ENTER.

Protecting Existing Aastra Phones. This next step is extremely important if you have existing Aastra phones functioning on your system. To properly protect their configurations from being overwritten, let's first walk through how the new software works. A cron job kicks off a script every minute that looks in your DHCP leases table to see if your DHCP server has handed out any new IP addresses. If it has, the application checks to see if the MAC address associated with any of the new dynamic IP addresses matches the Aastra MAC address signature. If there is a match on one or more MAC addresses, then the script checks each MAC address to see if it is already registered as an Aastra phone on your system. The way it does this is by searching for the existence of a configuration file in /tftpboot that matches the MAC address, e.g. 00085D19C5D2.cfg is an Aastra phone on our system. If the file is found, the program exits without configuring the phone. So... for phones you wish to protect, be sure that you create a MAC address config file for each of them in /tftpboot on your server, e.g. touch /tftpboot/00085D19C5D2.cfg would do the trick.

The Rest of the Story. Now let's cover how the application works once it discovers that an IP address has been handed out to an "Aastra phone" for which a config file does not exist in /tftpboot. First, the software will generate a new extension in FreePBX to serve as the dedicated extension for this new phone. It does not activate voicemail for the new extension. You can edit any of the new extensions and activate voicemail if you need it for particular phones. Next, the software puts a reservation for this new IP address and phone in the DHCP config file. This assures that this phone will always get the same assigned IP address even though it is managed by your DHCP server. Finally, the software generates a MAC address-specific config file in /tftpboot matching up the new extension created in FreePBX to this new phone. Once this is completed, the phone is rebooted which forces a refresh of its setup using the settings. The whole process only takes a minute or so per phone including a firmware refresh. Your new phone now is ready for use. You can make calls and receive them. And the extension number of the new phone will be shown on the main display of the phone as well as in the phone directory listing. If for some reason the process encounters a problem, you can force a new refresh of the phone by editing the MAC.cfg for the phone and adding something as insignificant as a blank line. Then restart the phone by pressing the Options or Tools button and choosing Restart Phone. We'll cover activation of the software after we get your DHCP server up and running.

Installing DHCP 3.x Server. PBX in a Flash is delivered with the DHCP 3.0 server already installed but not activated. Before you activate it, let us provide a few preparatory tips. The design today assumes that you have a hardware-based firewall/router and that your PBX in a Flash system sits on the private network behind that firewall. If this is not the case with your setup, stop here. The rest of this won't work! If it is your situation, then the first step will be to disable any existing DHCP server on your private network. Having more than one active DHCP server on the same subnet is a very bad idea because IP addresses will be plucked from the different DHCP servers randomly, and you'll end up with a colossal mess.

Before disabling your existing DHCP server, a little housekeeping will save you a lot of headaches. Keep in mind that DHCP servers hand out "leased" IP addresses, i.e. a particular device gets the IP address for a fixed period of use. When half of that lease expires, the device will request a renewal. Thus, when you disable your existing DHCP server, all of that institutional knowledge about existing leases will disappear. One way to avoid the Humpty Dumpty Syndrome is to create "reservations" for existing leases. In essence, you are telling the DHCP server to remember a particular MAC address of a networked device and always hand out a specified IP address to that address. This address MUST be in the range of IP addresses being managed by the DHCP server.

So... Step #1 is to go to the web interface of your existing DHCP server and write down the device names, MAC addresses, and IP addresses of every existing device. Why? Because, if you don't hard-code these reservations into your new DHCP server, there will be no guarantee that the same IP addresses get handed out when the leased addresses come due for renewal. Failure to heed this advice may result in all sorts of quirky network issues once the lease times expire on existing devices. MORAL: It's easier than you think to hard-code existing reservations. Being lazy will only cause you heartburn in the hours and days ahead.

Step #2 is to read this simple tutorial about how your DHCP server works. In a nutshell, we're going to create a dhcpd.conf configuration file in the /etc directory on your server. In fact, the software install above did it for you. Here's the way ours looks:

ddns-update-style interim;
ignore client-updates;

subnet 192.168.0.0 netmask 255.255.255.0 {

# To start dhcp server: /etc/init.d/dhcpd start
# To activate on bootup: chkconfig --level 2345 dhcpd on
# chkconfig --level 016 dhcpd off

range 192.168.0.100 192.168.0.254;

update-static-leases on;

option routers 192.168.0.1;
option subnet-mask 255.255.255.0;
option broadcast-address 192.168.0.255;

option tftp-server-name "192.168.0.50";

# option nis-domain "domain.org";
# option domain-name "domain.org";
option domain-name-servers 192.168.0.1;

option time-offset -18000; # Eastern Standard Time
option ntp-servers 192.43.244.18;
# option netbios-name-servers 192.168.0.1;

default-lease-time 21600;
max-lease-time 43200;

# reserved IP addresses are next

host Kitchen-Mac {
hardware ethernet 00:1B:63:18:75:E8;
fixed-address 192.168.0.125;
}
host eeepc-toy {
hardware ethernet 00:15:AF:6C:1A:6B;
fixed-address 192.168.0.222;
}
}

Now let's edit the one we installed: nano -w /etc/dhcpd.conf. NOTE: If you already had a dhcpd.conf file, we renamed it to dhcpd.conf.bak. Not to worry! This looks harder than it actually is. Let's begin with the obvious. A # character at the beginning of a line is a comment. Be careful about curly braces. If they don't pair up, your DHCP server won't start. Go to the bottom of the file first. The last two sections between the braces (not including the closing }) are "reservations" for IP addresses you wish to preserve. Simply cut-and-paste a copy of this code for each reservation you wish to create. Be sure each reservation has a unique host name, a correct MAC address, and the fixed IP address you wish to hand out to this device. Don't use hostnames similar to the two examples because those names are used by this application. And remember that each of these fixed IP addresses must be in the range of addresses being hosted by your DHCP server.

Now, for the basics. The third line beginning with subnet is where you specify the subnet under which this DHCP server will be operating. In our example, the subnet is 192.168.0.0. For most home routers, you will either use this value or 192.168.1.0. Check your existing router/firewall to be sure or type ifconfig for some hints. The range line is used to specify the starting and ending IP addresses that the DHCP server is authorized to hand out. The subnet obviously must match. option routers is used to specify the IP address of your subnet router. With a hardware-based firewall/router, it's typically 192.168.0.1 or 192.168.1.1. option broadcast-address must match the subnet and usually has a last octet value of 255. For option tftp-server-name, enter the IP address of your PBX in a Flash server. This line works all the magic in telling Aastra phones where to go for firmware and config updates so be sure you have the IP address of your TFTP server entered correctly. For option domain-name-servers, enter the IP address of your firewall/router or the DNS server entries in your existing firewall/router. option time-offset is the Greenwich mean time offset for your time zone... in seconds. The option ntp-servers IP address should be okay. We've entered the IP address of time.nist.gov for you. The lease times also should be left alone.

Feel free to remove our two sample reservations. But DON'T REMOVE the line above: # reserved IP addresses are next. We use this commented placeholder to insert new reservations as phones are added to your system with this Plug-and-Play software. If you remove the commented line, then new reservations won't get added.

Once you get all of your settings entered, save the file: Ctrl-X, Y, then ENTER. To start your DHCP server (after turning off all existing DHCP servers), type /etc/init.d/dhcpd start. Assuming you don't get an error, go ahead and enter the following commands to make sure your DHCP server starts automatically when your server is rebooted:

chkconfig --level 2345 dhcpd on
chkconfig --level 016 dhcpd off

To review your DHCP leases at any time, type the following command: cat /var/lib/dhcpd/dhcpd.leases.

Loading Aastra Firmware into /tftpboot. For each Aastra phone model, there is a different piece of firmware. All of these should be unzipped and copied into /tftpboot on your server. The file names should look like these: 57iCT.st, 57i.st, and 55i.st. If you followed along in our original tutorial, you will already have the firmware in place for the 57i, 57iCT, and 55i. You can download firmware for additional Aastra phone models from here and the other phone-type links in the upper right panel of this page. Unlike some manufacturers, with Aastra, you'll want to download the current SIP firmware for each of your phone types. It's that good!

Activating the Plug-and-Play Software. To get things going, edit /etc/crontab (nano -w /etc/crontab) and add an entry to the bottom of the file that looks like the following. Adjust the 5-21 entry to reflect the hours of the day that you would like this application to run. It runs once a minute and uses virtually no processing power on your system so be generous with the hours.

* 5-21 * * * root /root/dhcp/scandhcp.php > /dev/null

Removing a Phone from Your System. Should you ever decide to remove a phone from your system that has been set up using this Plug-and-Play application, here are the steps to gracefully delete the information associated with this phone. First, disable scnadhcp.php in your crontab. Then use a web browser to access FreePBX and delete the extension associated with this phone. Choose apply config changes to reload FreePBX. Next delete the IP reservation in /etc/dhcpd.conf using your favorite editor. Then issue the command: /etc/init.d/dhcpd restart which will free up that IP address for future use. Finally, delete the MAC.cfg file associated with this phone in /tftpboot. Be sure to list the file to make sure you're deleting the correct one! Finally, issue the command: amportal restart to restart Asterisk. Enjoy!


FreePBX Training. If you'd like to learn more about XML programming on the Aastra phones, rumor has it that the upcoming Open Technology Training Seminar in Las Vegas will include a workshop put on by both Aastra and the OTTS team, and they’ll even throw in a free 55i phone to help you get your feet wet.

Tuesday, April 15, 2008

Asterisk 1.6: Dinosaur or Ostrich… It Really Doesn’t Matter

Filed under: — ward @ 6:00 am

In our last column, we lamented the fact that Asterisk 1.6 development seemed to be on a collision course with the dinosaurs because of developer insistence on deprecating and removing commands from the application programming interface (API) in the name of technology enhancement. The problem this poses is that applications and dialplans written for previous versions of Asterisk no longer function even though the code is barely a year old. In the corporate and government sectors, this would mean major, costly (annual) rewrites of code just to keep a functioning phone system. And, as we noted, these organizations buy phone systems to last a decade so such a development strategy would all but rule out use of Asterisk in the Fortune 500, medical, and government sectors.

Today we want to share the Digium response and address some of the new issues that have been raised. For those of you that haven't met him, Jared Smith, who co-authored the terrific Asterisk: The Future of Telephony books, now serves as Digium's Community Relations Manager. Jared sent us a thought-provoking response which you can read in its entirety here. For ease of understanding, we're going to quote a number of sections of Jared's response and address them below so that you get the full picture of how dangerous the Digium development approach is to the future of the Asterisk project. We've been concerned in the past with Fonality's decision to keep trixbox ce on the bleeding edge while reserving a more stable Asterisk product for paying customers. Now it appears Digium has decided to do much the same thing with the open source version of Asterisk. That's unfortunate for all of us that care about the future of the project.

Jared Smith: "I think we can both agree that the feature set is an important part of any PBX system. Or, as you put it, "It's the Feature Set, Stupid!" There are two major reasons for moving from Asterisk 1.4 to the upcoming Asterisk 1.6 release at all, and the first one is features. Asterisk 1.6 brings a lot of new features to the table over what was available in Asterisk 1.4 and Asterisk 1.2. (The other big change in Asterisk 1.6 is that a lot of its internal plumbing got re-worked, so that it should be more efficient, more stable, and better able to handle larger call volumes.) Unfortunately, your article doesn't differentiate between features of Asterisk and features that third-parties (yourself included) have bolted on to Asterisk. To use the same analogy that I gave when I met you in Charleston, we here at Digium want Asterisk to be the best engine in the world. Whether you make that engine into a Formula One race car or a big brown delivery truck is up to you -- we're simply building the best engine we can. Now, we've gone and built a newer version of the engine ("More horsepower! Higher torque! Faster zero-to-sixty speed!"), and suddenly everyone complains that the starter motor doesn't fit in the same place that it used to. I know it's not a perfect analogy, but hopefully you get my point... "

Uncle Ward: We obviously applaud enhancements which make Asterisk "more efficient, more stable, and better able to handle larger call volumes." It's the rest of the paragraph that highlights the fundamental problem with the current Asterisk development strategy. The point is that, for Asterisk to survive, the developers need to appreciate that they're not building a mousetrap in a vacuum. Asterisk without a dialplan is worthless. Asterisk without application code has little value particularly in vertical markets. To carry Jared's engine analogy one step further, the concern is not about Digium's repositioning the starter motor. It's about eliminating fundamental components that businesses rely upon to keep their communications engine running. It does little good to develop "the best engine in the world" if this year's version requires kerosene while last year's version ran on gasoline and next year's version requires hydrogen. Such changes force a complete reworking of the infrastructure that organizations rely upon to keep their cars and their phone systems functioning.

Jared Smith: "APIs change when major versions of the software are released. (APIs are Application Programming Interfaces -- think of them as building blocks inside of the Asterisk code that both Asterisk and third-party programs can use to do various things.) The problem is, when we make Asterisk better, we often have to change those APIs to do so... I'd challenge you to find any major project that provides source-level API compatibility as a *guarantee* between major release versions. (Look at Apache 2.0 - 2.2, PHP 4 - 5, MySQL 4 - 5, PostgreSQL 7 - 8. They all have the same thing -- Major changes almost always require API changes.) When the Asterisk APIs stop changing from major release to major release, then Asterisk *WILL* be as dead as the dinosaurs are. "

Uncle Ward: We defy anyone to explain why "making Asterisk better" required breaking every dialplan on the planet because some developer thought Set(TIMEOUT(digit)=timeout) was a code improvement in Asterisk 1.4 over DigitTimeout(timeout). No one wants to stand in the way of progress. But moving forward is quite different than throwing the baby out with the bath water. Supporting both syntaxes would have required one extra line of code in the API. In the alternative, Digium could have released a source code translation application which would automatically convert existing code to the new syntax. This almost always has been done with major changes in programming languages. We would hasten to add that most of the developer-inspired changes with which we have been concerned have little or nothing to do with making Asterisk a "better engine." It's just a different engine. And therein lies the problem!

Jared Smith: "Luckily, Asterisk is an open-source project, which means that when Asterisk does evolve, that the changes aren't made in secret. Any third-party developer who wants to make sure his code remains compatible with the latest version of Asterisk can do so at any time. He doesn't have to wait until 1.6.0 is released to find out that his code will have to be changed to fit the new APIs. The Asterisk code is always available to test, play with, qualify against, etc. so that the developer can update their code to be compatible, so that when the time comes that real users want to use it, their applications will be ready."

Uncle Ward: The concern here isn't that third-party developers can't make changes to accommodate future Asterisk API changes. The problem is that businesses that stake their livelihood on a phone system that is Asterisk-based expect it to keep working year after year after year. Third-party developers come and go. So, if a company purchases an Asterisk-based system which includes fax and text-to-speech telephony support, those companies have a right to expect that their applications will work next year with the currently supported version of Asterisk. Jared's response sent me looking for the image to accompany this week's article: an ostrich burying his head in the sand. Third party developers move on or die, Jared. You can't pretend that folks never used their code because you're too focused on future enhancements to your race car engine to worry about preserving the necessary infrastructure to support applications that already work. As we put it last week, "You break it, you fix it. I break it, I fix it." That's a really simple design concept that should be fundamental to any API development changes. This in no way impedes the design goal of "making things better." Just don't make other things worse in the process.

Jared Smith: "The next point I'd like to address is that of responsibility. Your article somehow assumes that it's the responsibility of the Asterisk developers to somehow know about all these third-party apps, and make sure they never break due to API changes. I can see three flaws with that argument -- first of all, there's no way the Asterisk developers could possibly know of every third-party application, it's state of affairs, and so forth... The second flaw is this -- even assuming for a moment that we could keep track of all the third-party apps and try to keep them up to date (which we both know isn't possible), licensing concerns would keep the Digium-paid Asterisk developers from doing so... The third flaw to that argument is the point I made earlier... if Asterisk *were* to guarantee source-code API compatibility between major releases, there's no way possible that Asterisk could continue to grow, evolve, and adapt to the changing telephony market. "

Uncle Ward: I'm reminded of the Venus and Mars book about the differences in perspective between men and women. Are you really saying that Asterisk developers had no idea that folks were using dialplans and text-to-speech applications with Asterisk after Digium just worked with Cepstral to produce an Allison voice?? Come on, Jared. This isn't about whether it is Digium's responsibility to fix third-party developer code. This is about whether corporations and government organizations are going to invest in a telephony system when the business philosophy of the engine manufacturer is that they could care less whether they break existing telephony applications with each new product release. As I read Jared's response, Asterisk developers can't and won't be responsible for making sure they don't break existing applications and dialplan code, and Digium won't do anything to migrate existing code to new platforms. I'm not sure I understand how development of a piece of migration application code requires a knowledge of every third-party application in the universe. Presumably, the Asterisk development team does know when it changes the syntax of some command in the existing API. Why then would it be so difficult to provide another application that translated the "old code" into the "new syntax?" That doesn't require that any third-party apps be reviewed. And it doesn't stymie future development. Just provide the tool to fix stuff that you broke!

Jared Smith: "Last but not least, let's talk directly about your bug report. In it, you claim that 'Lack of native support for either Flite or Cepstral TTS breaks thousands of existing text-to-speech Asterisk applications.' Asterisk has never had native support for either Cepstral or Flite for text-to-speech, so I'm not sure how not having it in Asterisk 1.6 breaks anything. I'm afraid that if I were to follow your logic to its logical conclusion, it would be better to write that as 'Since the developer that wrote app_swift won't update the code for Asterisk 1.6, it's Digium's responsibility to do so.' Again, I've got to point out that Flite and app_swift are totally outside the control of the Asterisk development team."

Uncle Ward: Wrong again. What the Asterisk developers can control is making sure that, when a change is made to the API, they either support the new and old syntax or, in the alternative, that the developers provide a separate tool to convert existing source code to the newly-created syntax. That's what any responsible developer would do. This isn't a problem with a third-party application developer refusing to update his or her code. Many of these developers are no longer available or reachable. So it behooves the proponent of changes that impact the operation of existing telephony systems to provide a migration vehicle to the new platform. It's as simple as that. Give it some more thought, Jared. There's a lot more than either of us may appreciate riding on the outcome of our discussion.

Wednesday, April 2, 2008

The Digium Dead End: Will Asterisk Be The Next Dinosaur

Filed under: — ward @ 5:00 am

We’ve patiently waited until after April Fool’s Day to publish this column, but we’re having second thoughts. It may have been more fitting yesterday. One of the problems with laying track in front of a steaming locomotive is that someone still needs to watch where the train is headed. So it is with Asterisk. And 1.6 has all the ingredients of a train wreck waiting to happen. To fully appreciate the reality of the situation, one need look no further than the business model of the Ciscos, Avayas, and the Nortels. Simply put, no customer cares what version of a phone system they are buying. Or, to dumb it down to a Clintonism: “It’s the Feature Set, Stupid!” When the features stop working, the customers start walking. It’s as simple as that.

When we began the PBX in a Flash project last November, our emphasis was radically different than some of the other Asterisk aggregations. First and foremost, we wanted a product that was stable. Of equal importance was our own Big Easy: easy to use, easy to enhance, and easy to upgrade. We didn’t want users or VARs having to reinvent the wheel each time a security patch or new enhancement was released. 40,000 downloads in just over four months tells me we got it just about right. To look at it from the customer side, no business (that wants to stay in business) will tolerate a phone system that is routinely out of service for upgrades much less one that takes away features that the business depends upon. Whether it’s Caller ID, or Text-to-Speech, or Visual Voicemai