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How To: Device Provisioning

Cam
  • Updated

Device brands may vary the process of registering/provisioning SIP devices to the TotalCX Hosted Platform in certain ways, but it is mostly the same across the board.

TotalCX Hosted Platform Auto-Provisioning URL:

http://endpoints.interactive.tel/cfg

 

Jump to Section: 

 

Prerequisites

Before any device can be configured on the platform a user and a phone must be built in the portal. 

During user creation a phone extension can be added to a user automatically by checking the box Add Phone Extension: 

Once the user is added navigate to the Phones tab and click Edit

Enter the device information and click Add

 

If the user is already created but does not have a phone assigned

Navigate to the user's profile and click on the Phones tab

Click on Add Phone

Enter the device information and click Add

Via Phone Import

The same process can be completed via import to quickly import phones en masse.

Navigate to the Phones tab click Import and Download Template.

Then fill out the spreadsheet with the MAC(s), Model(s), Server, Line extensions, and optional notes: 

 

Return to the Phones inventory page and import the spreadsheet.

 

Note:

What if my device is not in the drop-down list of available devices?

Generally if your device is not in the drop-down list of available devices, you must register the device manually. You can always ask the TotalCX Support team if it is possible to set up your device(s) for auto-provisioning.

 

DHCP Provisioning

DHCP provisioning gives your local network the ability to send the provisioning URL to the devices when they request DHCP via certain DHCP options. 

While option 66 strings are still supported on some routers and firewalls; we do recommend using DHCP option 43 for Yealink and Grandstream, and option 160 for Polycom. Please refer to the manufacturer documentation for DHCP options on other phone brands and/or models.

 

For best results simply add this string to options 66, 43, and 160: 

http://endpoints.interactive.tel/cfg

 

 

How it works:

dhcpndp.png

 

Manual SIP Configuration

Most any SIP devices are compatible with the TotalCX Hosted Phone Platform. In general 4 things are needed for SIP Registration on the platform:

  • Domain
  • Outbound Proxy
  • Username
  • Password

This information is located in the user configuration under the Phones tab, the assigned phone model must be set to Manual or Softphone:

You can utilize this information to manually register any SIP device to the phone system. 

 

Provisioning Yealink

Provisioning Yealink devices requires web access to the phone GUI. You must also ensure that the phone is added to the phone system and assigned to a user as described in the prerequisites section.

Then, navigate to the phone's IP address in a web browser and enter the phone credentials. 

Note: Location of the IP address of the phone is under Menu > Status on the phone interface.

Yealink default username is admin and password is admin

Once logged into the portal: 

  1. Click on Settings
  2. Click on Auto Provision
  3. Enter http://endpoints.interactive.tel/cfgin the Server URL field
  4. Click Confirm

Once the phone is done saving that configuration click on Auto Provision Now near the bottom: 

 

 

Provisioning Poly

Provisioning Poly devices requires web access to the phone GUI. To do this navigate to the phone's IP address in a web browser (you may need to manually enter https://) and enter the phone credentials. 

Note: Location of the IP address of the phone is under Home > Settings > Status > System Information on the phone interface.

Poly default username is admin and password is 456

Once logged into the portal: 

  1. Click on Settings > Provisioning Server
  2. Drop down to HTTP on Server Type
  3. Enter endpoints.interactive.tel/cfg in the Server Address field 
  4. Click Save

The phone will reboot

 

Provisioning Grandstream

Provisioning Grandstream devices requires web access to the phone GUI. To do this navigate to the phone's IP address in a web browser (you may need to manually enter https://) and enter the phone credentials. 

Note: Location of the IP address of the phone is found by pressing the up arrow on the phone interface.

Grandstream default username is admin and password is admin

Once logged into the portal: 

Click on Upgrade and Provisioning

Scroll down to the Config header

  1. Click on HTTP
  2. Enter endpoints.interactive.tel/cfg in the Config Server Path

Scroll to the bottom and select Save and Apply

 

Provisioning Cisco

DHCP Provisioning

The Cisco provisioning guide is attached to this article. 

To provision the Cisco devices you'll need to have the correct string for DHCP (Option 66) or manual provisioning. Cisco requires a unique addition to the usual provisioning URL: 

http://endpoints.interactive.tel/cfg/spa$MA.cfg

Manual Provisioning

You must log into the web UI of the device (go to the IP of the phone in a web browser) and navigate to the Admin Login and then Advanced.

Note: Location of the IP address of the phone is under Setup > Network on the phone interface.

20230615_151139.jpg

Next,

1. Navigate to the Provisioning tab

2. Enter the provisioning URL into the Profile Rule field

http://endpoints.interactive.tel/cfg/spa$MA.cfg

3. Click on Submit All Changes

The phone will reboot.

 

 

Device Compatibility

Cisco device compatibility is dependent on the current firmware of the device. Only Cisco phones that are compatible with the Multiplatform firmware are to be considered. The following list is not an exhaustive list of compatible devices with our phone system, it is only to give an idea of what may be possible:

Cisco 6841
Cisco 6851
Cisco 7811
Cisco 7821
Cisco 7841
Cisco 7861
Cisco 7906
Cisco 7940
Cisco 7941
Cisco 7960
Cisco 7961
Cisco 8811
Cisco 8841
Cisco 8845
Cisco 8851
Cisco 8861
Cisco 8865
Cisco spa112
Cisco spa122
Cisco spa501G
Cisco spa502G
Cisco spa504G
Cisco spa508G
Cisco spa509G
Cisco spa512G
Cisco spa514G
Cisco spa525G

Note: Some Cisco devices are "locked" by firmware to the Cisco UCM or other Cisco PBX. The phones must be running the Multiplatform (MPP) firmware before being compatible with the TotalCX hosted phone system, in some cases some models cannot be converted to the correct firmware. Cisco usually charges for this firmware conversion to get the phones onto the MPP firmware.

A list of phones that use the Multiplatform firmware can be found here. 

 

Extracting a Cisco Phone's Current Configuration

Navigate to the phone URL like this example:

http://10.50.50.163/admin/spacfg.xml

 

Provisioning SNOM

Provisioning SNOM devices requires web access to the phone GUI. To do this navigate to the phone's IP address in a web browser and enter the phone credentials. 

Note: Location of the IP address of the phone is under Settings > Info > System Info on the phone interface.

  1. Click on Setup > Advanced
  2. Click on Update
  3. Enter http://endpoints.interactive.tel/cfg in the Setting URL field
  4. Click Apply

 

Provisioning Sangoma

Provisioning Sangoma devices requires web access to the phone GUI. To do this navigate to the phone's IP address in a web browser (you may need to manually enter https://) and enter the phone credentials. 

Note: Location of the IP address of the phone is under Menu > Status > Information on the phone interface.

Sangoma default username is admin and password is admin

  1. Click on Management > Auto Provision
  2. Select HTTP in Upgrade Mode
  3. Enter endpoints.interactive.tel/cfg in the Config Server Path
  4. Scroll to the bottom  and click SaveSet
  5. Once saved, click Autoprovision Now

 

Provisioning Algo

Manual Provisioning

Log into the device web UI - default password is algo

  1. Click on Basic Settings 
  2. Set the Page Extension, Authentication ID, Authentication Password, and optional Display Name - Click Save
  3. Navigate to Advanced Settings
  4. Navigate to Advanced SIP
  5. Set the Outbound Proxy address/port - Click Save

Note: It is recommended to reboot the Algo device after entering these settings

 

 

Auto-Provisioning

Algo also uses option 66; if the provisioning string is added, the Algo should find its way to the PBX if the prerequisites are complete.

To enter the auto-provisioning string manually:

  1. Click on Advanced Settings
  2. Click on Provisioning
  3. Enable Static under Server Method
  4. Enter the Provisioning URL http://endpoints.interactive.tel/cfg in the Static Server Field

 

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