.. _smart-add-phone-overview:

Smart add phone
-------------------

.. _18.1-Patch-Bundle-3|EKB-790:



.. tip:: 

   :ref:`use-action-search-to-navigate-automate`


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.



.. _using-smart-add-phone:

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.
#. Go to **Smart Add Phone**. 
#. Choose the site where you want to add the phone. 
#. Choose the **Phone Template** value that matches the phone to add.
   The Phone Product and Protocol values are input automatically and
   become read-only.
#. 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.
   
#. Complete the device name. Based on the selected phone template, the **Device Name** prefix is
   added for the phone. 

#. 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.
#. Click **Save**.
#. 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.


.. rubric:: Related Topics 

* :ref:`ini-reserve-for`



.. |VOSS Automate| replace:: VOSS Automate
.. |Unified CM| replace:: Unified CM