1. Introduction

E-MetroTel’s No-Touch Cloud XSTIM phone provisioning allows customers to activate and pre-configure XSTIM phones using a new Cloud Phone Provisioning Tool located on the E-MetroTel Partner Portal. Plug-in the phones into the LAN with internet access and the phones will retrieve their respective configuration files from the E-MetroTel Cloud repository servers. Easy!

Access to the XSTIM Provisioning Tool is provided to our valued partners who have access to E-MetroTel’s Partner Portal.

2. Prerequisites

• Access to E-MetroTel’s Partner Portal.
• The phone is connected to a network with internet access.
  
  NOTE: If your network is configured with DHCP Option 66 to retrieve configuration files from an internal server, this needs to be temporarily disabled to allow the phones to retrieve configuration files from E-MetroTel’s public repository.
• The XSTIM Infinity Phone must be on firmware version 2.0.4.6.35 or higher.
  

  NOTE: If the phone does not have the latest firmware release, as long as the firmware server path and the configuration server path fields are set to their default values, on boot-up it will automatically retrieve and update itself to the latest firmware and then proceed to retrieve the configuration file. The default server paths out-of-box are:

  • Firmware Server Path = repo.uc-x.org/infinity.fw
  • Configuration Server Path = repo.uc-x.org/infinity.cfg
• The phone must be assigned to the correct reseller and registered to a UCX in the Partner Portal. If the phone is not assigned, follow the steps in Sections 2.1 and 2.2.
  • To find out if the phones are assigned, go to Section 3.1. If the phones are listed, then skip Section 2 and continue from Section 3.1.
  • If the phones are not listed, then go to Section 2.1 to assign the phones first.

2.1 Assigning Phones in the Partner Portal

Before you can use the provisioning tool to configure a phone, the phone must first be assigned to the correct reseller and also to the parent UCX.

From the Partner Portal, click on the Child SN Registration icon.

All the unassigned software and hardware that is associated with your account will be listed on this page.

To assign the phone(s), perform the following steps:

1. Select the checkbox beside the phone in the Unregistered Hardware section.
2. Enter the “Serial Number of the UCX Server“ that the phone(s) will connect to in the Assign To UCX Parent section.
3. Click the  ASSIGN TO UCX PARENT  button.

If the phone(s) are not listed here, then proceed to the next section (Section 2.2 Assigning to Reseller) to assign the phone(s) first. Once assigned, then you can come back here to register the phone(s).

2.2 Assigning to Reseller

From the Child SN Registration page, click on the  Child Serial Number Hardware Upload  button at the top right of the page.

There are 3 methods to upload your hardware: Manual, Import CSV file, Barcode Reader.

METHOD 1 – Manual

To add the phone(s) manually, perform the following steps:

1. Select the Manual radio button
2. Select the Reseller Name from the drop-down list
3. Enter the Serial Number of the phone(s)
4. Click the  ADD TO UNREGISTERED HARDWARE  button to add the phone(s)

METHOD 2 – Import CSV file

To add the phone(s) using CSV file, perform the following steps:

1. Select the Import CSV file radio button
2. Select the Reseller Name from the drop-down list
3. Click the Choose File button and select the CSV file containing the list of serial numbers.
4. Click the  UPLOAD  button to add the phone(s)

METHOD 3 – Barcode Reader

To add the phone(s) using a barcode reader, perform the following steps:

1. Select the Barcode Reader radio button
2. Select the Reseller Name from the drop-down list
3. Grant camera permissions and scan the serial number(s) using the barcode reader.
4. Click the  ADD TO UNREGISTERED HARDWARE  button to add the phone(s)

3. Accessing the Provisioning Tool

Login to the Partner Portal with your partner account. (https://portal.emetrotel.com/)

From the Partner Portal, navigate to Provisioning – Infinity Phones.

3.1 Phone List

The default screen shows a list of the phones that have been assigned to the reseller(s) associated with your account.
If the phone you want to configure does not appear in this list, then you have to go to Section 2.2 to assign the phone to the reseller first, then Section 2.1 to register the phone.

4. Filtering Phones

You can filter entries in the phone list by clicking on the  Filter Items  expand link box

Enter a full or partial value in any of the listed fields and click on the  APPLY  button.

To clear the search, click on the  RESET  button.

5. Updating Phones

There are two ways to make changes to the phones in the list:

• One phone at a time
• Bulk update

5.1 Update One Phone

From the Phone List, click on the Serial Number link of the desired phone.

From the Phone Details page, modify the desired fields and click on the  APPLY  button to save the changes.

5.2 Bulk Update

The phone(s) can also be updated from the Summary page by selecting the desired phones and using the UPDATE function on the page.

1. Select the phone(s) by clicking on the checkbox beside the phone(s), or click on the checkbox in the header to select all phones in the list.
2. Update the desired fields in the area beneath the Phone List – UPDATE SELECTED ENTRIES.
3. Fields that are left blank will not be updated, that is, the field will retain its current value.
4. Click on the  UPDATE  button.

6. Exporting Phones

If you want to keep a record of the configuration settings of your phones, you can export the list of phones to a CSV file. From the Phone List page,

• Filter the phone(s) to your desired list.
• Click on the  EXPORT  button.

7. Clearing Configuration Data

You cannot delete phones from the list, but you can delete the configuration data of the phone(s). From the Phone List page,

• Select the phone(s) by clicking on the checkbox beside the phone(s), or click on the checkbox in the header to select all phones in the list.
• Click on the  CLEAR  button.

When the configuration data is cleared, the phone’s configuration information will not be changed by this tool.

8. Retrieving Configuration Files

8.1 E-MetroTel Public Repository

When a phone is added to the Provisioning Tool, the corresponding configuration file is created and placed on the E-MetroTel public repository. Any changes made in the Provisioning Tool will be reflected immediately in the configuration file stored on the public repository. Most importantly, the phone must be configured to retrieve via HTTP or HTTPS from the E-MetroTel public server:

• Firmware Upgrade Mode = HTTP or HTTPS
• Configuration Server Path = repo.uc-x.org/infinity.cfg

When the phone is rebooted, it will retrieve its own configuration file from the server specified in the Configuration Server Path.