Manage Custom Auto Provisioning Templates

Once you have built custom Auto Provisioning templates, you can keep them current, remove the ones you no longer need, push their settings out to devices, and move them between systems. This page walks through each of those tasks. All of them start from the same place in the web portal: Auto Provisioning > Resource Repository > Custom Templates.

Note

Auto Provisioning lets Cloud Voice send configuration settings to IP phones and other devices automatically, so you do not have to set up each device by hand. A custom template holds the settings you want a group of devices to share.

Edit a custom template

1. Sign in to the Cloud Voice web portal and go to Auto Provisioning > Resource Repository > Custom Templates.
2. Find the template you want to change and click the edit icon next to it.
3. Adjust the device settings as needed.
4. Click Save.

When you save, Cloud Voice asks whether you also want to apply the updated settings to the devices that currently use the template:

• Yes: Cloud Voice builds new configuration files and provisions every device tied to the template right away.
• No: Cloud Voice stores your changes and generates the new configuration files, but holds off on provisioning. You can push the update to individual devices whenever you are ready.

Tip

Choose No if phones on this template are in active use. It saves your changes without touching the devices, so you can pick a quiet time to push the update yourself.

Delete custom templates

1. Sign in to the Cloud Voice web portal and go to Auto Provisioning > Resource Repository > Custom Templates.
2. Remove the templates you no longer need:
   • To delete one template, click the delete icon beside it.
   • To delete several at once, select their checkboxes and click Delete.
3. Click Yes in the confirmation dialog.

Caution

A template that is still assigned to one or more devices cannot be deleted. Release it from those devices first, then delete it.

Push a template to all applicable devices

Use this task to send a template’s current configuration to every device that relies on it.

1. Sign in to the Cloud Voice web portal and go to Auto Provisioning > Resource Repository > Custom Templates.
2. Choose what to update:
   • For a single template, click the update icon beside it.
   • For multiple templates, select their checkboxes and click Update to Device.
3. Click Yes to start provisioning.

Caution

This sends the update to every device on the template at the same time. Devices reload their configuration when they are provisioned, so run this during a low-traffic period rather than during busy call hours.

Download and upload custom templates

Cloud Voice lets you export custom Auto Provisioning templates and import them elsewhere, so you can reuse the same templates across multiple systems instead of rebuilding them by hand.

Note

Exported template files are encrypted. You cannot open or read them directly, they can only be uploaded back into a Cloud Voice system, which decodes them on import.

Requirement: the firmware must be version 84.19.0.70 or later.

1. Sign in to the Cloud Voice web portal and go to Auto Provisioning > Resource Repository > Custom Templates.

2. To export templates:

   

   a. Select one or more templates. b. Click Download at the top of the list. The files are saved to your computer in .cust format.

3. To import a template:

   

   a. Click Upload at the top of the list. b. In the window that opens, click Browse, choose the .cust file you saved earlier, and click Upload. The template appears in the list once the import finishes.