Auto Provision IP Phones Remotely with Proxy

You can provision multiple IP phones via Yeastar Onsite Proxy, allowing the phones to be registered to the Yeastar P-Series Cloud Edition through a encrypted tunnel instead of direct public access. This topic describes how to auto provision PnP and Non-PnP IP phones via Onsite Proxy.

Note: This topic describes how to provision an IP phone and assign a user's extension to the phone. If you want to set up a hot desking phone via auto provisioning, see Set up a Hot Desking Phone.

Requirement

The firmware version of Yeastar P-Series Cloud Edition is 84.23.0.24 or later.

Auto provision PnP IP phones

For IP phones that support PnP provisioning, the Onsite Proxy deployed in the same subnet as the phones can automatically discover them, report their information to the PBX, and forwards the SIP NOTIFY containing provisioning link from the PBX to the phones.

The IP phones can automatically download the configuration file from the target server of the provisioning link, and send extension registration requests to the PBX, which are relayed by the Onsite Proxy to complete registration.

This section takes Yealink SIP-T53W (firmware: 96.86.0.81) as an example to introduce how to auto provision a PnP IP phone via Onsite Proxy.

Prerequisites

You have deployed an Onsite Proxy in the SAME subnet as the IP phone, and connected the Onsite Proxy to the PBX. For more information, see Onsite Proxy Overview.
IP phone MUST be compatible with Yeastar PBX for auto provisioning, as listed in Auto Provisioning - Supported Devices.
IP Phone MUST support PnP provisioning.
Make sure that you have downloaded the template for the desired phone model (Path: Auto Provisioning > Resource Repository > Default Templates).

Procedure

RESET the IP phone if it is previously used.
Log in to PBX web portal, go to Auto Provisioning > Phones.
The phone list displays all IP phones discovered via Onsite Proxy with their related information including MAC, IP address, vendor and model.

Note: Restart the phones if they are not discovered and displayed on the phone provisioning list.
Click beside the desired phone.
In the Options section, select a desired template from the Template drop-down list.

Note: The template provides configurations except extension assignment. You can select the default template corresponding to the phone model, or customize your own template.
For more information, see Create a Custom Auto Provisioning Template.
In the Assign Extension section, assign extension(s) to the phone, then specify which extension's phonebook and function keys you want to use on the phone.
Note:
- This feature is available only for non-DECT IP phones that are not set as hot desking phones.
- If your desired extension is not listed in the drop-down list of the Extension column, it indicates that the devices registered to the extension has reached the limit. You can use either of the following methods to proceed.
  - To release the previous phone or gateway, see Release an Extension from a Provisioned IP Phone/Gateway.
  - To raise the phone registration limit, see Allow Multiple Registrations for One Extension Number.
- To assign a single extension, select the desired extension from the drop-down list beside SIP1.
  Both the Phonebook Line and the Function Key Line are set to SIP1 by default, indicating that the phone will use the authorized phonebook(s) and function keys of the extension assigned to the SIP line 1.
- To assign multiple extensions, complete the following settings.
  1. In the drop-down list beside SIP1, select a desired extension for SIP line 1.
  2. Click Add, then select a desired SIP line and an extension for the added entry.
    To assign more extensions to the phone, repeat this step.
    Note: The selected SIP lines must be supported by the phone, otherwise the configurations for unsupported SIP line will not be applied. You can check the phone's supported SIP lines via the phone webpage or on the device screen.
  3. In the Phonebook Line drop-down list, select a SIP line. The phonebook of extension assigned to the SIP line will be applied to the phone.
    Note: After successful registration, contacts are available regardless of which SIP line is currently active on the phone.
  4. In the Function Key Line drop-down list, select a SIP line. The function keys of extension assigned to the SIP line will be applied to the phone.
    Note: After successful registration, the function keys take effect only when the selected SIP line is active on the phone. For more information about configuring function keys for the phone, see Auto Provision Function Keys for Phones.
Click Save.
Restart the phone.

Result

The configurations will be automatically applied to the phone.
The extension is successfully registered on the IP phone via the Onsite Proxy, and the registration status of the IP phone is displayed on Auto Provisioning > Phones.
Tip: You can also check the extension registration status directly via the phone webpage or on the device screen.
- : All assigned extensions are registered on the phone.
- : Only some of the assigned extensions are registered on the phone.
  Note: You can hover over to view the registration status of each extension.
- : None of the assigned extensions are registered on the phone.
If multiple extensions are successfully registered on the phone, corresponding SIP lines are associated with different physical line keys on the device.
You can press a line key to activate the target SIP line. The corresponding indicator LED illuminates, and all calls are processed over this SIP line.

Auto provision Non-PnP phones

For IP phones that do not support PnP provisioning, you need to first add the IP phones to the PBX, and then place the generated provisioning link in a location accessible to the phones.

The IP phones can automatically download the configuration file from the target server of the provisioning link, and their extension registration requests are forwarded to the PBX by the Onsite Proxy (deployed in the same subnet as the phones) to complete registration.

This section takes Grandstream GHP621W (firmware: 1.0.1.71) as an example to introduce how to auto provision a no-PnP IP phone via Onsite Proxy and DHCP server.

Prerequisites

You have deployed an Onsite Proxy in the SAME subnet as the IP phone, and connected the Onsite Proxy to the PBX. For more information, see Onsite Proxy Overview.
IP phone MUST be compatible with Yeastar PBX for auto provisioning, as listed in Auto Provisioning - Supported Devices.
You have obtained information of IP phone, including Vendor, Model, and MAC address.
Make sure that you have downloaded the template for the desired phone model (Path: Auto Provisioning > Resource Repository > Default Templates).

Procedure

Step 1. Generate configuration file for an IP phone on the PBX
Step 2. Make the configuration file accessible to the IP phone

Step 1. Generate configuration file for an IP phone on the PBX

RESET the IP phone if it is previously used.
Log in to PBX web portal, go to Auto Provisioning > Phones.
Click Add to add an IP phone.
In the IP Phone section, configure phone information as follows:
- Vendor: Select a phone vendor.
- Model: Select a phone model.
- MAC Address: Enter MAC address of the phone.
In the Options section, configure the following settings.
- Template: Select a desired template from the drop-down list.
  
  Note: The template provides configurations except extension assignment. You can select the default template corresponding to the phone model, or customize your own template.
  For more information, see Create a Custom Auto Provisioning Template.
- Provisioning Link: A provisioning server URL is generated automatically and displayed on the web page.
  Note: Note down the generated provisioning link, as you will use it later.
- Register via Onsite Proxy: select the checkbox.
- Onsite Proxy: Select the Onsite Proxy deployed on the subnet where the phone is located.
In the Assign Extension section, assign extension(s) to the phone, then specify which extension's phonebook and function keys you want to use on the phone.
Note:
- This feature is available only for non-DECT IP phones that are not set as hot desking phones.
- If your desired extension is not listed in the drop-down list of the Extension column, it indicates that the devices registered to the extension has reached the limit. You can use either of the following methods to proceed.
  - To release the previous phone or gateway, see Release an Extension from a Provisioned IP Phone/Gateway.
  - To raise the phone registration limit, see Allow Multiple Registrations for One Extension Number.
- To assign a single extension, select the desired extension from the drop-down list beside SIP1.
  Both the Phonebook Line and the Function Key Line are set to SIP1 by default, indicating that the phone will use the authorized phonebook(s) and function keys of the extension assigned to the SIP line 1.
- To assign multiple extensions, complete the following settings.
  1. In the drop-down list beside SIP1, select a desired extension for SIP line 1.
  2. Click Add, then select a desired SIP line and an extension for the added entry.
    To assign more extensions to the phone, repeat this step.
    Note: The selected SIP lines must be supported by the phone, otherwise the configurations for unsupported SIP line will not be applied. You can check the phone's supported SIP lines via the phone webpage or on the device screen.
  3. In the Phonebook Line drop-down list, select a SIP line. The phonebook of extension assigned to the SIP line will be applied to the phone.
    Note: After successful registration, contacts are available regardless of which SIP line is currently active on the phone.
  4. In the Function Key Line drop-down list, select a SIP line. The function keys of extension assigned to the SIP line will be applied to the phone.
    Note: After successful registration, the function keys take effect only when the selected SIP line is active on the phone. For more information about configuring function keys for the phone, see Auto Provision Function Keys for Phones.
Click Save.

Step 2. Make the configuration file accessible to the IP phone

Configure a DHCP server in the network where the IP phone is located, and set up DHCP option 66 to the provisioning link. Here takes Tftpd32 DHCP server as an example.

Note: For multiple IP phones, it is recommended to configure the provisioning link via DHCP server. For a single IP phone, you can manually enter the link directly on the IP phones.

Run the Tftpd32 software, click Settings at the bottom of the window.
In the pop-up window, click GLOBAL tab, select the checkbox of DHCP Server.
Click DHCP tab, configure the DHCP server parameters.
- IP pool start address: The starting IP addresses to be allocated.
- Size of pool: Total number of available IP addresses.
- Lease time: IP address lease time.
- Def. Router (Opt 3): The gateway IP address.
- Mask (Opt 1): Subnet mask that corresponds to the available IP address segment.
- DNS Server (Opt 6): DNS server address for the DHCP server.
- Additional Option: Enter option to 66 and paste the PBX provisioning link beside the option.
Click OK.
Restart the IP phone.

Result

The IP phone obtains a IP address and provisioning link from the DHCP server, and automatically downloads the configuration file via the provisioning link to achieve Auto Provisioning.
The extension is successfully registered on the IP phone via the Onsite Proxy, and the registration status of the IP phone is displayed on Auto Provisioning > Phones.
Tip: You can also check the extension registration status directly via the phone webpage or on the device screen.
- : All assigned extensions are registered on the phone.
- : Only some of the assigned extensions are registered on the phone.
  Note: You can hover over to view the registration status of each extension.
- : None of the assigned extensions are registered on the phone.
If multiple extensions are successfully registered on the phone, corresponding SIP lines are associated with different physical line keys on the device.
You can press a line key to activate the target SIP line. The corresponding indicator LED illuminates, and all calls are processed over this SIP line.