Initial Setup Using the Installation Wizard

When you access the PBX web portal for the first time, you need to finish initial configurations for the system using the Installation Wizard.


You have accessed the PBX web portal and entered the Installation Wizard.

For more information about how to access the PBX web interface, see Log in to PBX Web Portal.

Warning: The Installation Wizard only appears when you first configure the system with factory settings.


Step 1. Configure the system network

Important: For PBX system installed on a cloud-based server, retain the default settings, click Next.

Set the Ethernet mode and related configuration of corresponding Ethernet interface.

  1. In the Basic section, select the Ethernet mode and default interface.
    • Ethernet Mode: Select an Ethernet mode.
      • Single: Only LAN interface is used for connection, WAN interface is disabled.
      • Dual: Both LAN interface and WAN interface are used for connection.
        Note: Dual Ethernet mode is typically for the scenario that the Internet Telephony Service Provider (ITSP) offers a dedicated networking for VoIP communication.
    • Default Interface: Optional. Select a default interface if the system is in dual Ethernet mode.
  2. In the LAN section, enter the network information for the LAN interface of the PBX.
  3. Optional: In the WAN section, enter the network information for the WAN interface of the PBX.
  4. Click Next.

    A pop-up window appears and displays the information of network detection.

    For more information of network settings, see Basic Network Overview.

Step 2. Activate Yeastar P-Series Software Edition

To activate Yeastar P-Series Software Edition, you need to purchase a license from Yeastar and fill in the provided activation code on the system.

Note: If the activation code is not ready, click Skip to skip this procedure. After the system is set up, you can go to Maintenance > Activation to fill in the activation code and activate the system.
Follow the instructions below to activate Yeastar P-Series Software Edition based on the network availability of the PBX.
Activate the PBX online
  1. Contact your PBX provider to purchase a license and get an activation code.
  2. Enter the activation code on the Installation Wizard to activate PBX.
    1. Select Online.
    2. In the Activation Code field, enter the activation code.
    3. Click Activate.
Activate the PBX offline
  1. Select Offline.
  2. Click Download Request File and send the request file to your PBX provider to get an activation code.
  3. In the Activation Code field, enter the activation code.
  4. Click Activate.

Step 3. Set up super administrator account

  1. In the Basic section, enter the information of the super administrator account.
    • Do NOT forget the username and password of the super administrator account, or you need to reset your system to reconfigure the account and log in to the PBX.
    • The super administrator has access to all features on the system, and the super administrator can assign administrator role to users. For more information, see User Roles and Permissions.
    • Username: Specify the username that is used to log in to PBX web portal.
    • Password: Specify the password that is used to log in to PBX web portal.
    • Repeat the password: Repeat the password to confirm.
    • Email Address: Enter the email address of the super administrator.

      The email address can be used to receive system notifications, reset web login password, and log in to the administrator portal.

    • Mobile Number: Enter the mobile number that can be used to receive system notifications.
    • Prefix: Optional. Enter the prefix according to the dial pattern of the outbound route, so that the system can successfully send calls to the mobile number.

      For more information of the prefix setting, see Prefix and Dial Pattern.

  2. In the Event Notifications section, configure event notifications for the super administrator.
    • Send Event Notification to PBX Administrator: Decide whether to enable notifications for the super administrator or not.
    • Contact Name: Enter the name of the super administrator.
      Note: This name helps you identify the super administrator from the Notification Contacts list.
    • Notification Level: System notifications are divided into different levels according to importance. You can select notification levels to filter and receive the relevant notifications.
    • Notification Method: Select method(s) to receive notifications.

    For more information of event notifications, see Event Notification Overview.

  3. Click Next.

Step 4. Configure the system time

  1. In the Date and Time section, configure the time zone and daylight saving time, and set up the date and time manually or synchronize with an NTP server.
    Note: To synchronize system time with an NTP server, make sure that the PBX can access the Internet.
  2. In the Display Format section, select the display format for date and time.
  3. Click Next.

Step 5. Localize and customize the system

  1. In the System Prompt Language section, select the radio button beside a system prompt to set it as the default system prompt.
    Note: Click Download Online Prompts to download more prompts.
  2. In the Other Settingssection, adjust the following settings for your local installation.
    • Notification Email Language: Select which language of email contents to be received.
    • Device Name: Specify a name for the PBX system.
    • Name Display Format: Select the display format for Extension User's Name and Contact Name.
    • Tone Region: Select your country/region or the nearest neighboring country/region to enable the default dial tone, busy tone, ring tone for your region.
    • Enable Allowed Country/Region Code Dialing Protection: To restrict users from making international calls, enable this option. When enabled, users can not make international calls to any countries or regions.
      Note: To allow users to make international calls to specific countries or regions, you need to grant permission to desired users, and set the allowed countries or regions. For more information, see Restrict International Calls to Specific Countries or Regions.
    • International Dialing Code: Enter the prefix of international call according to your country.

      When a user tries to call a number starting with the prefix, the PBX's outbound route will identify this call as an international call.

  3. Click Next to see the summary.

Step 6. Check and confirm the configurations

  1. Check the all the configured settings on the Summary page.
  2. To edit the configurations of a specific step, click beside the step title.
  3. To edit the configurations of the previous step, click Re-configure.
  4. If all the configurations are confirmed, click Reboot to take effect.


All the configurations take effect after the system reboots.

You need to access the new IP address of the PBX and log in to PBX web portal by the super administrator username and password.

Note: For PBX system installed on a virtual machine or an on-premise server, the IP address of your PC must be on the same network segment as that of the PBX, or you cannot access the PBX.