Advanced Provisioner - Configuration Tabs - Settings

Modified on Mon, 25 Sep 2023 at 07:15 PM

Description: The purpose of this article is to provide a detailed overview of the Settings configuration tab, which is accessible for all devices eligible for provisioning within the Advance Provisioner App.

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

In all the tabs, parameters can be classified into two types:

those that require manual input of values.
those that provide a dropdown list of options.

Next to some parameters, you can find clues about the values these specific fields will inherit either from the global default values or from the account settings level if you don't make any changes to the field.

The inherited values may differ based on the server and account settings, but the core concept remains consistent.

Within this article, we will examine the Settings configuration tab and its parameters available for customization.

Settings Configuration Tab

The parameters available within each Configuration tab may vary depending on the brand and specific device. This article covers all the potential parameters you might encounter within the tab this article is focused on.

This configuration tab is one of the five 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 Defaults value) 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. 
To learn more about the Account Settings tab, you can refer to the corresponding section of an article accessible through this link.

However, when adding a new device or adjusting the settings of an existing one, you have the flexibility to reconfigure the parameters on this tab. When adding a new device or configuring an existing one, the Lines configuration tab will be the initial default view.

To navigate to the Settings configuration tab, click on its name in the configuration tab roster.

The parameters listed on this tab can be categorized into 14 distinct sections:

HTTP: in this section, you have the ability to enable or disable access to a web interface on the IP phone using the HTTP / HTTPS protocols.

There are two parameters that need to be configured here:

HTTP: here, you can enable or disable the functionality that permits the configured device to use the HTTP protocol for accessing a web interface on the IP phone. It can take one of three values.

Inherit: by choosing this option, you allow this device to inherit this parameter from the Defaults.
Enabled: by choosing this option, you will allow the configured device to use the HTTP protocol irrespective of the parameters configured in the Defaults.
Disabled: by choosing this option, you will forbid the configured device to use the HTTP protocol irrespective of the parameters configured in the Defaults.

HTTPS: here, you can enable or disable the functionality that permits the configured device to use the HTTPS protocol for accessing a web interface on the IP phone. It can take one of three values.

Inherit: by choosing this option, you allow this device to inherit this parameter from the Defaults.
Enabled: by choosing this option, you will allow the configured device to use the HTTPS protocol irrespective of the parameters configured in the Defaults.
Disabled: by choosing this option, you will forbid the configured device to use the HTTPS protocol irrespective of the parameters configured in the Defaults.

Admin: this section contains the Admin parameters of the configured device.

There are four parameters that need to be configured here:

Password: here, you can set an admin password for the configured device. If you leave this field blank, this parameter will inherit the value set in the Defaults.
Username: here, you can set an admin username for the configured device. If you leave this field blank, this parameter will inherit the value set in the Defaults.
Factory Reset Password: this parameter is used to activate or deactivate the need for a password when performing a factory reset on the device. It can take one of three values.

Inherit: by choosing this option, you allow this device to inherit this parameter from the Defaults.
Enabled: by selecting this option, you will enable the requirement for password input after performing a factory reset on the device irrespective of the parameters configured in the Defaults.
Disabled: by selecting this option, you will disable the requirement for password input after performing a factory reset on the device irrespective of the parameters configured in the Defaults.

DHCP Option: this parameter serves to enable or disable the use of DHCP for administrator access. It can take one of three values.

Inherit: by choosing this option, you allow this device to inherit this parameter from the Defaults.
Enabled: by selecting this option, you will allow the use of DHCP for administrator access irrespective of the parameters configured in the Defaults.
Disabled: by selecting this option, you will forbid the use of DHCP for administrator access irrespective of the parameters configured in the Defaults.

White Labeling URLs: in this section, you have the ability to personalize ("white-label") Provisioning and Firmware URLs.

There are three parameters that need to be configured here:

Provisioning URL: here, you can set a custom URL that will replace the default Provisioning URL.
Firmware URL: here, you can set a custom URL that will replace the default Firmware URL.
Use HTTP or HTTPS: within this field, you can select a communication protocol to be used by the configured device.

By selecting the "Inherit" option, this parameter will inherit the value set in the Defaults.

Dialplan: this section contains the dialplan parameters of the configured device.

A dialplan is a set of rules and configurations employed within telecommunication  systems to establish the routing and handling of calls in a network. It outlines the formats and sequences of digits or characters that users must input to initiate calls, along with the corresponding actions or destinations linked to these dialing patterns.

There are six parameters that need to be configured here:

Area Code: here, you can enter an area code. When this area code aligns with the predefined rule, the IP phone will automatically add the area code before the numbers when dialing them.
Minimum Length: here, you can set the minimal length of the area code parameter.
Maximum Length: here, you can set the maximum length of the area code parameter.
Lines: within this field, you can list lines, separated by commas, that will be affected by the Dialplan parameters.
Digitmap: in this field, you have the option to define a Digitmap pattern as part of your Dialplan rules.

A digitmap, also known as a digit map, is used to match digits to ensure a complete number is dialed, transform dialed digits, and block numbers from being dialed.

Any digits entered on the phone will be compared to the specified Digitmap pattern, and if they match, the call will be automatically initiated without the need to press the Send key. If you leave this field blank, the configured line will inherit the Digitmap pattern set in the Defaults.

Digitmap Timeout: here, you can set the time period (in seconds) that determines how long the Digimap pattern will be applied.

Dialplan Digitmap (V81+ firmware only): this section contains the digitmap parameters of the configured device that has the V81+ firmware.

There are three parameters that need to be configured here:

Enabled: here, you can enable or disable the use of digitmaps.

Inherit: by choosing this option, you allow this device to inherit this parameter from the Defaults.
Enabled: by selecting this option, you will allow the configured device to use digitmaps irrespective of the parameters configured in the Defaults. When enabled, the old-style dialplans will no longer work.
Disabled: by selecting this option, you will forbid the configured device to use digitmaps irrespective of the parameters configured in the Defaults.

String: in this field, you can enter a digitmap pattern. All the digits entered on the phone will be compared to this pattern, and calls will be automatically initiated without the need to press the "Send" key. If you leave this field blank, this parameter will inherit the value set in the Defaults.
Timeout: this parameter controls how long, in seconds, each pattern in the digitmap will be applied. If you leave this field blank, this parameter will inherit the value set in the Defaults.

Hotline: in this section, you can enable and configure the hotline feature.

There are two parameters that need to be configured here:

Number: by entering any number in this field, you can enable the hotline feature. Within this field, you have the option to input a hotline number, which the phone will automatically dial when the handset is lifted, the speakerphone key is pressed, or the line key is activated.
Delay: here, you can set the waiting time (in seconds) for the phone to automatically dial the hotline number. If you leave this field blank, this parameter will inherit the value set in the Defaults.

Use User Settings: in this section, you can specify whether the user settings from the Web UI will be overwritten during the auto-provisioning process or not.

There is only one parameter that needs to be configured here:

Enabled: here, you have the option to enable or disable the process of overwriting.

Inherit: by choosing this option, you allow this device to inherit this parameter from the Defaults.
Enabled: by selecting this option, you activate the protection of user settings against being overwritten during the auto-provisioning process, regardless of the parameters set in the Defaults.
Disabled: by selecting this option, you allow the user settings to be overwritten during the auto-provisioning process, regardless of the parameters set in the Defaults.

Logo: in this section, you can set up the presentation of brand logos on the LCD screen of the device.

There are two parameters that need to be configured here:

Mode: this parameter is used to activate, deactivate, and select the logo that will be displayed on the LCD screen of the device. It can take one of four values.

Inherit: by choosing this option, you allow this device to inherit this parameter from the Defaults.
Disabled: by selecting this option, you forbid the device to display any logo on its screen, regardless of the parameters set in the Defaults.
System Logo: by selecting this option, you allow the configured device to display a pre-set logo on its screen.
Custom Logo: by selecting this option, you allow the configured device to display a custom logo on its screen. You can input a URL to the custom logo in the following field.

URL: here, you can input a URL to the custom logo in the following field. The value entered in this field will be used only if you have chosen the "custom logo" option in the previous field.

Firmware: within this section, you can select the Firmware version for the configured device to use.

There is only one parameter that needs to be configured here:

Select Firmware Version: here, you have the option to choose the Firmware Version that the configured device will use. When you click on this field, a dropdown menu will appear, presenting various choices for selecting the preferred Firmware Version. It can take one of multiple values.

Inherit: by choosing this option, you allow this device to inherit its Firmware Version from the Defaults.
Firmware Versions: here, you are provided with a list of Firmware Versions that you can select to be used on the configured device.

Remote Call Directory: within this section, you can enable the remote phonebook directory.

There are 11 parameters that need to be configured here:

Enabled: here, you have the option to enable or disable the phonebook directory. It can take one of three values.

Inherit: by choosing this option, you allow this device to inherit this parameter from the Defaults.
Enabled: by selecting this option, you enable the phonebook directory irrespective of the parameters configured in the Defaults.
Disabled: by selecting this option, you disable the phonebook directory irrespective of the parameters configured in the Defaults.

This section contains five pairs of Call Directory Name and Call Directory URL fields in order to allow the configured device to use up to five remote phonebooks.

Call Directory Name: here, you can set a name for the remote phonebook.
Call Directory URL: here, you can set a URL for the remote phonebook.

Configuration Settings: within this section, you can add a link to a custom config file for the configured device to use.

This setting allows for custom config files to be uploaded which will overwrite settings set via the Advanced Provisioner App.

There is eight parameters that need to be configured here:

Custom Config File URL (V81+ firmware): you can use this field to input a URL that leads to a custom config file, which will reset the parameters of the configured device that has the V81+ firmware.
Custom Overrides Directory URL: here, you can input a URL to a custom directory that will override the current one.
Custom Config File URL: you can use this field to input a URL that leads to a custom config file, which will reset the parameters of the configured device. Here, you can set a custom config file for those devices that do not use the V81+ firmware.
Custom Log Directory URL: here, you can input a URL to a custom directory that will store the log files of the configured device.
Custom Contacts Directory URL: here, you can input a URL to a custom contacts directory.
Custom Call List Directory URL: here, you can input a URL to a directory with a custom call list.
Custom User Profile Directory URL: here, you can input a URL to a directory with a custom user profile.
Enable Speed Dial: within this field, you can define if a mac-directory.xml will be created. It can take one of three values.

Inherit: by choosing this option, you allow this device to inherit this parameter from the Defaults.
Enabled: by selecting this option, you allow a mac-directory.xml to be created irrespective of the parameters configured in the Defaults.
Disabled: by selecting this option, you forbid a mac-directory.xml to be created irrespective of the parameters configured in the Defaults.

Call Settings: within this section, you can specify the maximum number of simultaneous calls a line can accommodate.

There is only one parameter that needs to be configured here:

Per Line Key: here, you can input the number of simultaneous calls the configured line can handle. If you leave this field blank, this parameter will inherit the value set in the Defaults.

Polycom Desktop Connector Settings: within this section, you are able to enable and configure the Polycom Desktop Connector.

The Polycom Desktop Connector (PDC) is a computer-installed application that empowers users to input data and navigate screens on VVX business media phones and VVX business IP phones using their computer's mouse and keyboard, eliminating the need to rely on the phone's physical keypad or touchscreen.

There are five parameters that need to be configured here:

Enable: by using this field, you can enable or disable PDC.

By selecting the "Inherit" option, this parameter will inherit the value set in the Defaults.

Orientation: here, you can specify whether your phone is to the left or right of your PC monitor.
Server IP Address or FQDN of machine: here, you can specify which device will be connected to your PC for PDC.
Desktop User Name: in this field, you can set up a desktop user name of a person logged into the device set above.
Port: here, you can input the port number that will be used for PDC. If you leave this field blank, this parameter will inherit the value set in the Defaults.

Remote XML Call Directory: here, you can set access to remote directories stored in the XML format.

There are four parameters that need to be configured here:

Enabled: here, you can enable a remote phonebook directory with the use of a specific communication protocol.

By selecting the "Inherit" option, this parameter will inherit the value set in the Defaults.

Call Directory URL: you are able to use this field to input an URL of a remote phonebook.
Call Directory Download Interval: you can use this field to set the cyclic upload interval for the call directory. The value should fall within the range of 0.5 to 720 seconds. If you leave this field blank, it will be automatically interpreted as 0, effectively deactivating automatic downloads.
Call Directory Remove Manual Entries: this parameter controls the removal of user entries. It can take one of three values.

Inherit: by choosing this option, you allow this parameter to inherit the value from the Defaults.
Enabled: by selecting this option, you allow the device to remove user entries irrespective of the parameters configured in the Defaults.
Disabled: by selecting this option, you forbid the device to remove user entries irrespective of the parameters configured in the Defaults.

Make sure to press the "Save" button to apply all the changes you have made to the parameters.