Overview of the Advanced Provisioner App’s Interface

Modified on Mon, 25 Sep 2023 at 07:11 PM

Description: The purpose of this article is to provide a detailed overview of the Advanced Provisioner App’s Interface.

The Advance Provisioner App serves as the primary digital workspace for configuring advanced settings on provisioned devices.

Upon logging into the app, users will be presented with the app interface displaying the Devices tab as the default view.

The interface can be divided into four sections:

The Top Horizontal Menu Bar: the main purpose of this element is to enable users to switch between multiple accounts and other Ooma Enterprise apps they are authorized to access.

The Top Horizontal Menu Bar is a global element of the Ooma Enterprise system which is present in numerous OE apps. To learn more about this panel, read the corresponding article available via this link.

The Main Space of the App: this section of the app is dedicated to presenting information, with the content being dynamically determined by the active tab.

The Tab Selector: within this area, you'll find the tabs that you can switch between.

There are two tabs available here:

Devices tab: the purpose of this tab is to provide you with a convenient interface for listing all provisioned devices and offering an action button to add new devices.

There are three main functional elements on this page

The List of Provisioned Devices: this list includes device tiles with their parameters listed.

Additionally, you'll notice a gear icon on each tile. Clicking this icon will open a dropdown menu that presents various options for interacting with the selected device.

Configure: by choosing this option, you will access the device configuration mode.

For every device from any manufacturer, there is a roster of configuration tabs, each containing different parameters. Once you have added a new device, you will have the opportunity to customize a distinct set of configuration tabs tailored to that specific device.

To learn more about all provisionable devices and their corresponding configuration tabs, you should read the "Advanced Provisioner - Configuration Tabs" article available via this link.

Unlock: by selecting this option, you can unlock a device that might have been locked by the system due to suspicious device-related activity.

Frequently, this locking can occur when a device is moved to a different WAN IP address, such as transitioning from an office setting to a home office.

Restart: by selecting this option, you will send a Restart request to the device. If this option is inactive, that indicated that this device does not exist in the platform anymore or is not registered.
View Log File: when you choose this option, you'll gain access to the log.txt file of the selected device. It will open in a new window above the Advanced Provisioner App.

To download the log file, simply click the "Download" button. To return to the Advanced Provisioner App, click the X badge located in the top-right corner of the window.

View Config Files: by selecting this option, you will open a screen displaying the config file or files associated with that specific device.

Technically, once a device has been configured, it generates a unique and secure "config file" that contains all the details of how you have established the parameters within the configuration tabs mentioned above. This file is accessed by the Ooma Enterprise system during call events involving the device and plays a crucial role in ensuring the proper functioning of both the devices and the Ooma Enterprise system. Any corruption of this file can lead to significant issues. 
This file or files can be downloaded and shared with your administrator or support team to troubleshoot problems or resolve configuration conflicts.

Most brands only have a single config file, but some brands, like Yealink and Polycom, have multiple config files.

It's important to note that the Advance Provisioner App may not support every feature of some devices. Nevertheless, some vendors offer support for multiple config files. These custom config files can be employed to set features that are not covered by the Advance Provisioner App or to activate settings that the Advance Provisioner App does not expose.

If you want to use any of these features, we kindly request that you initially test the device without applying any custom config file settings before reaching out to our support team. This practice will greatly simplify the troubleshooting process in case of issues.

At the present moment, only Yealink (using firmware v81+) and Polycom provide support for custom config files. To learn more about using and troubleshooting custom config files, read the article available via this link.

Delete: when you select this option, a pop-up window will appear, prompting you to confirm the deletion of the chosen device.

The Search Bar: it allows you to locate a specific device in the list of provisioned devices by its name.
The "Add Device" button: choosing this option will initiate the device addition process. Initially, a pop-up window will prompt you to select the brand of your desired device manufacturer.

After selecting the brand, a list of the available devices from the chosen manufacturer will be displayed.

Following the selection of a specific device, two new mandatory fields will appear, requiring you to input the name and MAC address of the newly added device.

After inputting the necessary information and clicking the "Next" button, you will access the device editing mode. Here, you will need to configure the device's parameters within its dedicated configuration tabs. As mentioned earlier, each device comes with its distinct set of configuration tabs.

To learn more about all provisionable devices and their corresponding configuration tabs, read the "Advanced Provisioner - Configuration Tabs" article available via Advanced Provisioner - Configuration Tabs.

Account Settings tab: here you can find the primary "account settings" tabs that can be set at the account level, ensuring that all newly added devices will adopt the parameters you have defined.

Account settings are not global. There is a global default (which is the Inherits from the Defaults) which are static settings on the server. Account Settings are account defaults the admin for the account wishes to be applied on all devices in a given account. 

Account administrators have access to Provider Settings, which is a level of defaults above Account Settings. All devices inherit settings in this order: 
Global → Provider/Reseller → Account → Device.

There are five primary configuration tabs that can be set at the account level.

The parameter sets within the Account Settings configuration tabs differ slightly from the configuration tabs with the same names accessible when configuring or reconfiguring an added device. This difference exists because certain parameters are meant to be directly inherited from the Defaults without any possible reconfiguration at the Account level. 

In the following articles describing these configuration tabs, you will find all the parameters, but it's important to note that, at the Account Setting level, you have the option to configure fewer parameters.

Below, you will discover links that direct you to the relevant articles for each of the configuration tabs accessible on the Account Settings tab: