Create a Basic Auto Provisioning Template

This topic describes how to create a basic auto provisioning template and assign it to specified tenants.

Procedure

  1. Log in to NovoOne Platform portal, go to Inventory > IP Phones > Resource Repository > Custom Templates.
  2. Click Add.
  3. In the Basic section, set basic information.

    • Name: Enter a name to help you identify it.
    • Type: Select Basic.

    • Source Default Template: Select a default provisioning template to customize.

      The values of general settings in the source default template are automatically filled in corresponding fields in the below Configurations section.

    • Remark: Optional. Enter a short description about this template.
  4. In the Configuration section, customize the settings provided by the source default template as needed.
    Setting group Instruction
    Preference Modify the preference settings.
    Distinctive Ringtone Add distinctive ringtones for different incoming calls based on Alert-Info keyword.
    Codecs

    Modify codecs settings.
    LDAP Directory Modify LDAP directory settings.
    VLAN Modify VLAN settings.
  5. Optional: In the Assign section, assign the resource to your tenants and your resellers.
    • Assign the resource to your tenants to enable their tenant administrators to use it.

      1. In the Assign to drop-down list, select My Tenant.
      2. Specify the tenants as needed.
        • To assign to all tenants, select All.
        • To assign to specified tenants, select Specific and select desired tenants in the Assigned Tenant drop-down list.
    • Assign the resource to your resellers to enable the resellers to use it and assign it to their tenants.
      1. In the Assign to drop-down list, select Reseller.
      2. Specify the resellers using one of the following methods.
        Method Instruction
        Assign to all resellers except selected

        1. Select All.
        2. Optional: To prevent specific resellers from using the resource, select the resellers in the Excluded Resellers drop-down list.
        3. Optional: To specify tenants whose tenant administrators can use this resource, click Add, select a reseller in the Reseller drop-down list and select the reseller's tenants in the Tenant list.

          To add more, repeat this step.
        Assign to selected resellers only

        1. Select Specific.
        2. Click Add.
        3. Select a reseller in the Reseller drop-down list.
        4. Optional: To specify tenants whose tenant administrators can use this resource, select the desired tenants in the Tenant list.

          To add more, repeat i-iv .
  6. Click Save.

Result

  • The custom auto provisioning template is displayed on the Custom Template list.

    You can auto provision IP phones of the corresponding models to any tenant owned by you or your resellers using the custom template. For more information about provisioning IP phones, see Auto Provision an IP Phone.

  • If you assigned the custom template to your tenants, the administrators for these tenants can auto provision IP phones of the corresponding models using the custom template.
  • If you assigned the custom template to your resellers' tenants, the template is displayed on the Custom Templates list on the resellers' NovoOne Platform portal. They can reassign and use the template as needed.