The Ultimate Guide to Onboard P-Series Cloud Edition

Prerequisites

You have a Yeastar Partner Portal account.
You have contacted your Account Manager to top up your account.

Tip: With account balance, you can easily make a purchase while benefiting from potential savings - the more you top up, the lower the price per extension.
For example, if you top up $600, the price per extension will be $6 per year; if you top up $1000, the price per extension will be $4 per year.

Go to the purchase page of P-Series Cloud Edition.
A side panel slides in from the right of the page.
Select the account for which you want to purchase P-Series Cloud Edition.

Select subscription term, subscription plan, and subscription service(s) as needed.

On the right side of the panel, click on the desired subscription term.
Note:
- For Annual Subscription, only 1-year billing cycle is supported.
- For Monthly Subscription, only 1-month billing cycle is supported.
Under Plan tab, click Subscribe of the desired plan.

On the left plan details section, set up the PBX instance.


Item	Description
Extensions	Set the desired number of extensions. Valid value: 5- 500
Subscription Term	Automatically fill in the subscription term that you have selected.
PBX Name	Enter a name to help you identify the PBX instance on Yeastar Central Management.
Region	Select a region that is the nearest to customers.
PBX URL	Enter a prefix in the text field, then select a suffix from the drop-down list. Note: Only allowed to enter numbers, letters, and hypens `-`. This will be the domain name of the PBX instance.

Optional: On the left service section, click to purchase additional recording minutes or subscribe to High Availability service for the PBX instance as needed.
Note:
- A PBX instance has 500-minute recording time for free.
- The expiration date of recording minutes and High Availability service follows the expiration date of the subscription plan.

Optional: On the bottom-left corner of the panel, assign the PBX instance to a subordinate user.
In this way, the user can see the PBX instance on his or her Yeastar portal and receive PBX activation email.
On the right of the panel, click Checkout.
Review the order information and click Place Order.
The followings are achieved:
- The order is placed successfully and the amount is deducted from your account balance.
- The P-Series Cloud Edition is created successfully.
- The account for which you purchase the PBX instance and the user to whom you assign the PBX instance will receive PBX activation email.

In the activation email, copy the activation code and click on the activation URL.
Enter the activation code and click Confirm.
The P-Series Cloud Edition is activated, and you need to finish initial configurations for the system using the Installation Wizard.
For more information, see Initial Setup Using the Installation Wizard.

Set up Extension, so that extension users can make and receive calls with each other.
- Bulk create SIP extensions
- Set up SIP phones
Set up Trunk, so that internal extension users can make and receive calls with external users.
Set up Inbound Route, so as to route inbound calls from external callers to internal extension users.
- Set up an Inbound Route
Set up Outbound Route, so as to route outbound calls from internal extension users to external users.
- Set up an Outbound Route

Subscribe to additional services: Figure 1. Subscribe to High Availability Service; Figure 2. Subscribe to White Label, Custom Domain Name, or Dedicated IP service; Note: If you subscribe to White Label or Custom Domain Name service, you need to configure specific settings on Yeastar Central Management.