Applies to VoipNow 3 and higher!
The provisioning algorithm is organized around the equipment. Depending on the permissions you have, you can add equipment and assign extensions from an administrator, service provider, organization and user account. Each device added in the system is identifiable by a unique serial number.
The VoipNow provisioning system is based on templates. There is a default template that includes the configuration settings for all the supported equipment brands, models and versions that can be used when provisioning new devices and associating them to user/extension accounts. If you want to customize a device to suit your requirements, you can easily define templates that include your configuration.
This article describes the most important features of the VoipNow provisioning system.
A new permission called Allow to provision devices was added to the Service Provider, Organization and User accounts. By default, when a new account is created, the permission to provision devices is set to None. Taking into consideration your own own requirements, you can change it to any of the following states:
The system administrator is allowed to view and modify the permissions of all the existing accounts.
In practice, one can encounter a situation where:
When the Service Provider logs in, he/she can change an organization's Allow to provision devices permission from Modify to, for example, View. After saving the modification, he/she will not be able to revert it to Modify as this permission will be removed from the list. The system administrator has the permission to view and modify all existing devices, no matter the account they were added from.
If an existing account has the selected permission level set to:
Modify(but only if the device is assigned on that account). Please note that it can neither remove devices or clear assignments.
An account benefits from the permissions of all its inferior accounts as well.
In practice, one can encounter a situation where:
One of the user's Phone terminal extensions has Modify, another one has None and the third one has View. Extension 2 and 3 have already been provisioned on devices by the system administrator. From the Service Provider account, you should be able to:
In VoipNow, you can add customized templates from the Administrator, Service Provider and the Organization accounts. You can adjust the level of visibility for each template, without modifying the global templates on the server.
As a system admin, you can define customized templates: those that are only visible from an administrator account, those that are visible from both an administrator and Service Provider account, or those that are visible from all types of accounts: administrator, Service Provider and Organization.
For example, as a system admin you can add a template visible for admin, Service Provider and Organization levels and name it "Template for Cisco devices". Then you can edit the template by customizing the configuration files to meet your requirements for all existing Cisco equipment. This template will be visible in the Add a New Device section if Cisco is the selected equipment for all level accounts (except for Phone terminal extension accounts - they are strictly using the default templates).
As a Service Provider, you can define templates available only at Service Provider level and all the organization under its account. The templates defined from an Organization account are only available for that particular Organization.
If an account has the Allow to provision devices permission set to None by the system administrator, then the account owner will not be able to see and use his/her own Provisioning Templates page. However, if an inferior account has a permission set to View or Modify, then the user of the superior account will be able to manage the Provisioning Templates page of the child account.
To add a customized template, take the following steps:
STEP 1: Log in to your Service Provider account.
STEP 2: Navigate to the Unified Communications → Equipment Templates page.
STEP 3: Click the Add provisioning template icon.
STEP 4: Define your template using the options available. Enter a name for it (e.g. Linksys SPA941 tpl) and set its visibility to Service Provider and Organization levels.
STEP 5: Click OK to add the template. It will be listed in the Provisioning Templates table.
STEP 6: Click the Edit icon corresponding to the Linksys SPA941 tpl template.
STEP 7: Then click the Add equipment icon available in the Tools section. Start customizing the configuration file specific to your device, in this case Linksys SPA-941:
STEP 8: At this point, you should be able to use the "Linksys SPA941 tpl" as a provisioning template when adding a Linksys SPA-941 device.
If required, you can import a new configuration template for a certain device by clicking the Import template icon. Please note that this feature is available to the system administrator for the Server Default template only.
Currently, you can add equipment from an administrator, service provider and organization account by taking the following steps:
STEP 1: Go to the Unified Communications → SIP Devices page.
STEP 2: Click the Add new device icon or, from the extension's Provisioning and SIP page, directly assign an extension to the line 1 of the Linksys SPA-941 device.
As a system admin, if you want to add a new device, you must fill in all the requested fields from the pop-up panel.
If you are logged as a service provider or as a organization, you need to be granted the appropriate permissions to be able to add, edit or view the existing devices. The new equipment can be added following the same algorithm described for the system administrator.
A service provider can only choose users and extensions under their account. As a user, the assignment part is limited to the selection of the extensions for each available line.
An organization can view and manage the provisioned devices in its own SIP Devices Inventory table if its permission to provision devices was set to None and one of its provisioned extensions has a Modify permission. On the other hand, the organization is not allowed to remove the devices or to clear their assignments as this can be performed by the accounts with Modify permission only.
The organization can also add new devices and use their line(s) to provision extensions with Modify permission. This note applies to the service provider as well.
There are many cases when the Add new device icon is disabled at service provider or organization level. Therefore, it is important to know the following hints:
A Phone terminal extension account can use the provisioning function only if its permission is set to Modify and the extension has not been provisioned on a device by one of his parent accounts.
The equipment added from an account level can be modified by any other account with the appropriate permissions, except for the extension account, which is not able to modify all the fields of a device provisioned by one of its parent accounts. Some of the non-editable options are: Manufacturer/Model, Firmware/Version, Application version.
Let us assume the following situation:
You are Service provider 0086 with the Allow to provision devices permission set to View.
The service provider needs to open the SIP Devices page and check the SIP Devices Inventory table to see the device allocated by the system administrator to Extension 002. At this point, the service provider account owner can only view the device settings, without having the permission to edit them.
If you, as service provider 0086, want to configure a new equipment, then you have to click the Add new device icon and follow the next steps:
For the majority of devices, you do not have to fill in this text box. Anyhow, there are certain cases (e.g. Cisco) when the device requires the presence of the exact application version in the configuration file in order to be provisioned.Check the supplied user guide for clarifications.
HTTPS, then if you select the Use MAC based provisioning check box, the provisioning link will be generated based on the device's MAC address.
Not all the devices support configuration via a web browser. Check the documentation for additional information.
HTTP). Note that while it is more secure, the
HTTPSmethod requires the installation of a CA signed certificate on the web server.
As a service provider, you can edit some fields of the Aastra 51i phone1_sqa device, but you cannot remove the device or clear the assignments. Only the system administrator can remove both provisioned devices.