Replace Phones

Note

  • This software release currently only fully supports the replacement of an existing desk phone type with any other desk phone type.

Overview

You will need to replace a phone when choosing a new phone for a user or when a phone type is no longer supported.

The feature provides an easy way to replace an existing (old) phone with a different phone model, while retaining as much of the old phone’s configuration as possible.

Phone replace does the following:

  • Copies the old configuration

  • Deletes the old phone

  • Adds the replacement (new) phone along with the old configuration

  • Updates user information to reflect the change in the controlled devices

Note

  • Speeddial, Busy Lamp Field, Blf Directed Call Park, and Services settings are not copied from the old phone configuration. Configure these settings manually on the appropriate tab on the replacement phone Phones screen if required. See “Configure Phones”.

  • If the new phone has attributes that were not present on the old phone, you must manually set the required values if the default values are not appropriate. Alternatively, you can select an optional configuration template, which will override the configuration copied from the old phone as well as any manual settings.

If you need a customized Phone Template, a default template can be cloned, renamed and modified from Customizations > Configuration Templates. This customization is then available in the Phone Button Template drop-down of the Replace Phone feature.

See “Configuration Templates” for more details if required.

Replace a Phone

To replace a phone:

  1. Log in as Site administrator or higher.

    Note

    The Replace Phone feature is only available at a site hierarchy node.

  2. Choose Subscriber Management > Replace Phone. A pop-up window opens to navigate to the site at which the phone is to be replaced.

  3. On the Existing Phone tab:

    1. Choose the Device Name of the phone that you want to replace.

      The Product, Device Protocol, Phone Button Template, and other values are shown automatically as read-only values.

  4. On the Replacement Phone tab:

    Note

    If you choose a Phone (Configuration) Template, all other fields available on the Replacement Phone tab are redundant. Even if certain fields are populated, the Phone Template values override them.

    1. Enter the Device Name of the replacement phone (mandatory).

    2. Choose a Phone Template (optional) for the replacement phone if you want to override the attributes copied from the original phone and the manual settings below.

    3. Choose the Product (phone model) of the replacement phone (mandatory). Note that if the existing phone was associated with an entitlement profile, then the replacement Product drop-down only displays phone types that are allowed by the entitlement profile.

    4. Choose the Device Protocol (mandatory).

    5. Choose a Phone Button Template value for the replacement phone, if one is available (optional).

    6. Choose the Security Profile for the replacement phone (mandatory).

    7. Enter a Description for the phone (optional).

  1. Click Save.