Create a P-Series Cloud PBX

After you purchase hosting package of P-Series Cloud Edition, you can create P-Series Cloud PBXs on Yeastar Central Management as needed.

Prerequisites

  • Go to Cluster > Cluster Management to check if the available capacity in the desired region is sufficient.

  • Go to My Subscription > P-Series Hosting Package to check if the available capacity of the following subscriptions in your P-Series Hosting Package is sufficient.
    Subscription Description
    Extension The total number of extensions that can be created for Cloud PBXs.
    Concurrent Calls The number of concurrent calls that can be assigned to Cloud PBXs.
    Ultimate Plan The number of extensions that can be created for Cloud PBXs with Ultimate Plan.
    Note: To create a Cloud PBX with Ultimate Plan, the following requirements should be met:
    • You have subscribed to the Ultimate Plan service.
    • Both the Extension and Ultimate Plan subscription have sufficient available capacity.
    Call Recording Optional. Additional minutes for call recording that can be allocated to Cloud PBXs.
    Note:
    • Each Cloud PBX has 500 recording minutes for free.
    • You need to subscribe to Recording Minutes service to get additional minutes.
    AI Transcription Optional. Additional minutes for AI transcription that can be allocated to Cloud PBXs.
    Note:
    • Each Cloud PBX has free transcription minutes (120 minutes for Enterprise Plan and 240 minutes for Ultimate Plan).
    • You need to subscribe to Transcription service to get additional minutes.
  • Prepare the following resources as needed.
    Resource Description
    Shared trunk and DID numbers If you want to bind a trunk that is centrally managed on Yeastar Central Management to the Cloud PBX for inbound and outbound call routing, ensure there is at least one shared trunk and available DID numbers in the region where you want to create the PBX.

    For more information, see Trunk Sharing Overview.
    Provisioning template If you want to quickly complete the initial setup of the Cloud PBX, prepare a provisioning template with the required configurations.

    For more information, see Create a Provisioning Template.

Procedure

  1. Log in to Yeastar Central Management, go to Cloud PBX > PBX.
  2. Click Add to create a P-Series Cloud PBX.
  3. In the PBX Information section, fill in the following information:
    Setting Description
    PBX Name Enter a name to help you identify the PBX.
    PBX Plan Select Enterprise Plan (EP) or Ultimate Plan (UP).
    Extension

    Set the maximum number of extensions.

    Valid value: 1-500
    Concurrent Calls Set the maximum number of concurrent calls.
    Call Recording Set whether to enable Call Recording feature for the PBX or not.
    • Enabled: PBX users can record both internal calls and external calls.
    • Disabled: PBX users can NOT record calls.
    Recording Capacity (mins) Set recording capacity.
    Note:
    • Only when Call Recording is enabled can you configure the option.
    • Each PBX has 500-minute recording time for free. If you enter a value greater than 500, the exceeding minutes will be deducted from the total recording capacity of your subscribed hosting package.
    AI Transcription (mins) Assign extra AI transcription minutes. Set the value to 0 if no extra minutes are needed.
    Note:
    • The setting is available only when you have subscribed to AI Transcription service and the subscription has remaining capacity, and applies to the P-Series Cloud PBX with firmware version 84.19.0.110 or later.
    • Each PBX comes with free transcription time (120 minutes for Enterprise Plan and 240 minutes for Ultimate Plan). The number of minutes specified here will be added to these default quotas.
    Region Select a desired region. The PBX will be created in the region.
    Note: If desired region can NOT be selected, you need to expand server capacity.
    PBXHub Select a desired PBXHub in the chosen region. The PBX will be created in the PBXHub Server.
    Note:
    • If you select Follow System, the system will automatically create the PBX in the PBXHub with the lowest system load.
    • To allow your colleagues or hosting users to choose PBXHub when creating a Cloud PBX, you need to grant the permission Allow PBXHub Selection to their accounts (Path: System > User > User Permission > Cloud PBX).
    URL
    Enter a prefix in the text field, then select a suffix from the drop-down list.
    Note:
    • The URL is the domain name of the PBX.
    • Only allowed to enter numbers, letters, and hyphens -.
    PBX Version Select a firmware version to be used on the PBX.
    Group Select the existing group(s) to which the PBX will be added.
    PBX Type Select a type to help you identify the PBX.
    Note: By default, the PBX to be created is for commercial use. To allow specific users to try PBX for a short period of time, you can set the type to Trial.
    • Trial
    • Commercial
    PBX Expiration Date

    Set an expiration date.

    The expiration date indicates period of validity for PBX, which will be displayed on PBX management portal.
    When the expiration date is reached Set whether users can continue to use the PBX when reaching the expiration date.
    • Stop the PBX immediately
    • Allow PBX to continue working

  4. In the Customer Information section, select one or more customers to receive PBX activation email(s).

    Scenario Instruction
    Figure 1. Select an existing customer

    To select an existing customer, do as follows:

    1. Click Add.
    2. In the drop-down list of Customer Name, select a customer.
    Figure 2. Add a new customer

    To add a new customer, do as follows:

    1. Click Add.
    2. In the drop-down list of Customer Name, select Add Customer.
    3. Fill in customer information.
    4. Click Confirm.

      The customer is added and synchronized to Customer list (Path: Cloud PBX > Customer).

  5. Optional: In the Assigned DIDs section, click Add to assign DID numbers to the PBX for trunk sharing.

    Note: This setting is available only when the following requirements are met:
    • You have set up trunk sharing in the region where the PBX is created.
    • The firmware version of the Cloud PBX is 84.19.0.22 or later.

    • Shared Trunks: Select the desired trunk that will be shared with the PBX.
    • DID: Select the DID numbers to assign to the PBX for inbound and outbound call routing.
  6. In the Option section, configure the following system options for the PBX as needed.
    Option Description
    Allow to Upgrade from the PBX Side The option is enabled by default. To prevent PBX administrators from upgrading firmware on the PBX management portal, disable the option.
    Note: If you disable the option, the Upgrade feature entrance will NOT be displayed on PBX management portal.
    Allow Passwordless Login to PBX

    To allow passwordless login to the PBX from Yeastar Central Management, enable the option.

    Note: To implement passwordless login to the Cloud PBX, the 'Passwordless Login' feature on the Cloud PBX must also be enabled (Path: Security > Security Settings > Passwordless Login).
    Allow Provisioning via Template To allow the PBX to be provisioned via a template, enable the option, then select a template from the Provisioning Template drop-down list as needed.

    The system will automatically provision the PBX using the selected template on initial start-up.

    Note: Templates displayed in the drop-down list are synchronized from Repository > Provisioning Template.
    Allow to Use Internal Chat This option is enabled by default. If you don't want users to use the internal chat feature on their Linkus UC clients, you can disable this option.
    Note: The setting can be applied to the P-Series Cloud PBXs with a firmware version of 84.12.0.32 or later.
  7. Click Save.

Result

  • The P-Series Cloud PBX is created with status displayed as (Stopped) and Plan displayed as EP or UP.

  • The number of extensions and concurrent calls as well as other subscription resources that you have assigned to the PBX is deducted from the total subscription capacity.

What to do next