Smart add phone#

Overview#

Automate’s Smart Add Phone functionality allows you to add a phone only to a site hierarchy node by selecting the phone template that matches the required phone product. This selected phone template then also adds associated default attribute values. Optionally, you can also choose to add one or more lines and a non-default phone button template for the phone.

When a phone is added using Smart Add Phone, the phone details that were added by the phone template can be seen and modified if needed by selecting the phone from the Phones list.

If you need a customized phone template, the default template can be cloned, renamed and modified via the Configuration Templates page. This customization is then available in the Phone Template drop-down of the Smart Add Phone page.

The line defaults are obtained from the Site Defaults doc for the site. The default CUCM line partition must be set as the partition for the site.

Note

A cloned, custom phone template requires further customization in order to customize the line settings when it is used with Smart Add Phone. For details, refer to the topic on Custom Line Settings for Smart Add Phone Configuration Template in the Advanced Configuration Guide.

Add a phone using Smart Add Phone#

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

  1. Log in as an administrator.

  2. Go to Smart Add Phone.

  3. Choose the site where you want to add the phone.

  4. Choose the Phone Template value that matches the phone to add. The Phone Product and Protocol values are input automatically and become read-only.

  5. Optionally, choose a non-default Phone Button Template value for the phone, if one is available.

    You can override the default Phone Button Template value by entering a custom value in the Phone Button Template field. The entered value will be applied on CUCM if the CUCM allows it for that phone type.

  6. Complete the device name. Based on the selected phone template, the Device Name prefix is added for the phone.

  7. Optionally, add one or more lines to associate to the phone. The INI Enabled field shows if the Internal Number Inventory is enabled for the site or not and the Default Line Partition field indicates which default line partition has been set in the Site Defaults doc.

    The Lines input is enabled if the default Route Partition value for the site has been set in the site’s Site Defaults Doc.

    • If INI Enabled is YES, then choose a number from the drop-down list of numbers from the Internal Number Inventory. Numbers that are marked as used, are also shown. Lines that are selected have additional properties set according to the Site Defaults Doc for the site.

    • If INI Enabled is NO, then the list of numbers are those Directory Numbers on CUCM with the Route Partition matching the site. You can choose a number from the drop-down or add a custom number that is not in the drop-down list, in other words, you can type in a number. Lines that are added have additional properties set according to the Site Defaults Doc for the site.

  8. Click Save.

  9. Go to the Phones page to view and modify the phone that is added using Smart Add Phone.

    Added lines are shown on the Lines tab of the Phones page. The line labels have the format: <firstName> <lastName> <number>, or a part of this format if <firstName> or <lastName> are not input.

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