Replace Phone#

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

  • Speed dial, Busy Lamp Field (BLF), 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 weren’t 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 via (default menus) Customizations > Configuration Templates. The new customized template is then available in the Phone Button Template drop-down of the Replace Phone feature.

The Replace Phone Template Variable template is available to allow for the option of manual input of the following fields:

  • phoneTemplateName

  • product

  • protocol

  • securityProfileName

Note

When using this template, only these fields are configured by the template.

See “Configuration Templates” for more details if required.

Replace a Phone#

To replace a phone:

  1. Log in as Site administrator or higher.

  2. Go to (default menus) Subscriber Management > Replace Phone.

  3. Choose the relevant site (where you want to replace a phone).

    Note

    You can only replace a phone at the Site level.

  4. On the Existing Phone tab:

    1. At Device Name, select the phone you wish to replace.

      Note

      • Other fields on this form are read-only.

      • When choosing a phone name, you can configure (via the Phones tab in the Global Settings), how phone names display in this field. For example, the drop-down may list phones by their description only (default) or by first line only, or by description plus first line. At this drop-down, you can search for the phone using relevant criteria, for example, first letters of a description or line numbers (depending on the Global Setting for phone display).

  5. On the Replacement Phone tab:

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

    2. Optionally, choose a Phone Template for the replacement phone.

      Note

      Values in the phone configuration template you choose will override attributes copied from the original phone, and any additional, manually applied settings in the rest of the fields on this tab.

    3. Choose the Product (phone model) of the replacement phone (mandatory).

      Note

      If the existing phone was associated with an entitlement profile, 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. View transaction progress and details in the Transaction Logs. See Transaction Logging topic.

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