1. Introduction

E-MetroTel’s No-Touch Cloud XSTIM phone provisioning allows customers to activate and pre-configure XSTIM phones using a 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 Infinity 5xxx 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 5xxx devices 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 parent UCX in the Partner Portal. If the phone is not assigned/registered, follow the steps in Sections 2.1 and 2.2.
  • To find out if the phones are registered, 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 register the phones first.

2.1 Register Phone(s) in the Partner Portal

Before you can use the provisioning tool to configure a phone, the phone must first be registered to the correct reseller and parent UCX. If the phone(s) is not listed under Provisioning – Infinity 5xxx, then you have to complete the steps in this section.

From the Partner Portal, select Registration.

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

To register the device(s), perform the following steps:

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

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

2.2 Assign to Reseller

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

There are 2 methods to upload your hardware: Manual, Import CSV file.

METHOD 1 – Manual

To add the device(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 device(s)
4. Click ADD TO UNREGISTERED HARDWARE  button to add the hardware

METHOD 2 – Import CSV file

To add hardware 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)

3. Access the Provisioning Tool

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

From the Partner Portal, navigate to Provisioning – Infinity 5xxx.

3.1 Infinity 5xxx Devices

The default screen shows a list of the 5xxx devices 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. Filter Entries

You can reduce the number of entries listed using the filter options available at the top of the page. After entering a full or partial value in any of the listed fields, click the FILTER  button.

To reset the filter, click the  CLEAR FILTER button.

5. Update Device(s)

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

• One device at a time
• Bulk update

5.1 Update One Device

From the devices list, click on the Serial Number link of the desired device.

The Device Details page has 4 tabs:

• Profile
• Network
• Updates
• Custom

Update the desired fields in each of the tabs and click the SAVE CHANGES button.

5.2 Bulk Update

The device(s) can also be updated from the main Infinity 5xxx Devices page by selecting the desired devices and expanding the UPDATE SELECTED ENTRIES subsection of the page.

1. Select the devices(s) by clicking on the checkbox beside each device, or click on the checkbox in the header to select all devices in the list.
2. Click on the plus sign to expand the subsection UPDATE SELECTED ENTRIES.
   
3. Fields that are left blank will not be updated, that is, the field will retain its current value.
4. Go to the relevant tab and update the desired field(s).
5. Click on UPDATE SLECTED RECORDS  button.
   

6. Download XML

If you want to keep a record of the configuration settings of the device, you can download the configuration file.

From the Infinity 5xxx Devices page, find the desired device and click on the corresponding Download XML icon on the far right.

See SECTION 8.2 below for details on how to use this XML configuration file to provision devices via the UCX.

7. Clear Configuration Data

You cannot delete devices from the list, but you can delete the configuration data of the device(s). From the Infinity 5xxx Devices page, find the desired device and click on the corresponding CLEAR icon under the ACTIONS column.

When the configuration data is cleared, the XML configuration file is removed from the public server.

8. Retrieve Configuration File

8.1 E-MetroTel Public Repository

When a device is updated in 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 device 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.