Hello and welcome in this video, I’m going to show how to set up is open completely, be existent from scratch to working phones and extensions. We’Re going to do three simple steps step one will be to create or bulk import the extensions step two to modify and set up the form templates, if necessary, in step three using the phone scan mobile app, we’re going to assign the phones to the right templates And extensions we have 3 IP phones here, having Yealink Fanvil Xorcom 3 IP phones, 3 vendors, it can be 3 or it can be 300. The process is the same.
It’S quick, easy and simple. Let’S start. First thing we need to do is to configure our extensions. There are two ways to do that. One is manual we can simply go to PBX extensions extensions and set up the extensions manually. Minimum we’ll have to do is to just type the extension number and a name and that’s it.
The other way is to use import extensions in order to do that. We first go to export extensions, will export the template file and we use it to create a file to import with all the extensions and their information. This is a file I prepared with over 270 extensions with all the details, and we will use this file so I’ll just go to import extensions, select the proper file and hit import. Now the system will create all my extensions. I will see a log confirming it and I have to apply ok, so import was completed successfully.
I can see all the extensions that were created here and devices from hit refresh or apply, and once it’s done, I will be able to see all the extensions in the system. Ok, the one I created manually and 270, I created by import extensions. The second step will be to create, or edit templates templates define the IP phone parameters and they’re found here under settings. Endpoint manager templates for every supported model. There is already a default template ready, so we can use the default template.
We can edit the default template or we can create a whole new template. So for now, let’s just edit one of the default templates for Yealink phone say we add to be a left keys here and update the template. Now we have basically set up a server side. The next step will be to go to the phones and using the phone scan app to assign the phones to an extension and make them use a certain template in order to start working with phone scan.
We need to allow connection from the PBX side in order to do that, we will go to settings, endpoint manager, phone scan and we’ll get this dialog. If we don’t get it, it’s probably because phone scan is not licensed, you need to get a license and apply it. What we see here now is that phone scam is disabled, let’s enable it and two things are happening. One.
We see the QR code here and we have a timer. Basically, this is countdown until the connection shuts down for security reasons, so that we won’t forget it open and the QR code allows us to connect the phone scan up on our mobile phone to the PBX. If we don’t have enough time, we need more time than those 30 minutes.
We just need to hit reset and we get 30 minutes from that point. A next thing we need to do is to get our mobile phone and using the phone scan app scan the QR code, so we’ll go ahead and open the phone scan mobile app and we’re asked to scan the PBX QR code. So we go ahead and scan it right off the screen and, as you can see, we’re connected to this IP address if the PBX will have a name rather than IP address, we’ll see the name here and we are ready to scan the phone.
So, let’s start with the local phone and find the label with a mac ID and just scan it. Okay, we see it’s right Mac ID we’ll hit. Next, we need to select template. You see it already recognizes. The vendor will choose the right model if I scan another one from the same vendor, it will offer me the same vendor by default. Let’S find the device we’ll search actually for the extension. We can also do that and we see dr
Mike extension, 2000 device names also dr. Mike because it was also generated with that name, and we will assigned it and go ahead to the next phone fondly and we’ll go ahead and scan the Mac ID. It next pick the right template and we’ll assign it. To extension, 2001 sign next phone dialing phone and we will assign this one to another extension.
As you may remember, we set up speed back here or be left keys. Rather here it is, and we’re done you don’t want to assign anymore phones. So we confirmed we just shut down the connection. Now we can go ahead and put out the phone’s connect them to the network.
The phones will find the PBX on the network and get the configuration may take a minute or two to boot up and they may reboot again during the process, but in the end I get the configuration we set up as you can see. Now we have the three phones up and running each got their configuration. We have 2000 2001 2002. We have the BLF keys that we set in the template. We manually set it. So let’s try to go ahead and call dr
Mike okay – and we see these phones ringing, We can see, calls we see caller ID everything is up and running. Now you only need to connect a trunk and we have function on PBX, so that was PBX setup in three simple steps: create extensions, modify templates, assign the extension using the mobile app and we’re done. Thank you very much.