Create a Provisioning Template

Yeastar Central Management allows you to create provisioning templates, where you can define specific PBX settings tailored to your needs. After that, you can set up provisioning tasks to apply the template to multiple P-Series PBXs, eliminating the manual process of configuring similar settings on each device. This topic describes how to create a provisioning template for P-Series PBX.

Requirements

You have access to the PBX provisioning template feature.
Tip: You can confirm this by checking whether you can access the Repository > Provisioning Template menu. If you fail to find the menu, contact your service provider to ensure that the necessary permission is assigned to your account.

Limitation

You can create up to 50 provisioning templates.
Note: The number of templates created by your colleagues is also included.

Procedure

  1. Log in to Yeastar Central Management, go to Repository > Provisioning Template.
  2. Click Add.
  3. In the Basic section, complete the following settings.
    • Name: Enter a name to help you identify the template.
    • Remark: Optional. Add a note to the template.
  4. In the Configuration Items section, add and set up the following configuration items for the template according to your needs.
    Item Description
    Extension
    • Create and manage user roles.
    • Bulk add and edit extensions.
    • Customize the following features for the extension(s).
      • Voicemail
      • Extension features including Email Notifications, Call Recording, and Time-conditional Presence Auto Switch
      • Transport Protocol
      • Linkus Clients
    Trunk
    • Add trunks.
    • Customize the following configurations for the trunk(s).
      • Codec Settings
      • Inbound Caller ID Reformatting
      • SIP Headers
    Call Control
    • Configure the following features:
      • Inbound Route
      • Outbound Route
      • Business Hours and Holidays
      • Emergency Number
    Call Features- IVR
    • Add IVRs.
    PBX Settings
    • Customize the following PBX preference settings:
      • Name Display Format
      • Tone Region
      • Internal Chat (Only apply to P-Series Appliance Edition and P-Series Software Edition)
      • Extension number range
    • Customize the following SIP settings:
      • UDP/TCP port settings
      • TLS feature
    System
    • Customize the following system settings:
      • Date and Time
      • Date display format and time display format
      • Notification email Language and Linkus Welcome Email template
      • Event Notification Contacts
    Integrations
    • Configure the following integration features:
      • API
      • Database Grant
  5. Click Save.