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ScopTELTM IP PBX Software


Automatic Provisioning System


The APS (Automatic Provisioning System) is used to create the required configuration files needed for many SIP end points to work correctly

The APS assigns SIP usernames and passwords, network options, time settings, QoS settings, dial plan options, firmware upgrade policies, soft key programming, DSS/BLF programming, security settings, DTMF modes, LDAP settings,

Templates can be configured to simplify tedious configuration settings for as many supported SIP end points as required

From Configuration > Telephony > Provisioning click on “Add a new Provisioning System”



A template should be configured first to simplify the creation of many supported SIP end points

In this example a template will be created for a Polycom IP550 SIP phone

The default tenant is selected

The phone model is selected from the drop down menu of supported end points

The “Create Template” checkbox is checked

The template is given a name

Click on the “Firmware” tab when these options are configured



The correct firmware stream must be selected

If Polycom firmware version 3.0.4 is applicable to the hardware then choose the “Use new provisioning” option

When all options are configured click on the “Lines” tab

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It is highly advantageous to “Customize number of Lines/Soft Keys”

The recommended “Number of Line” is 1

The maximum “Number of Soft Key” for this device is 4

When these options are configured a new “Soft Key” tab will appear in the GUI

Click on the new “Soft Key” tab when finished configuring these options



For each supported key choose an option:

“None” leaves the key empty

“Feature” allows to select a pre-configured Feature Code

“Speed Dial” allows to configure an internal or external speed dial key. If the “Buddy Watch” checkbox is checked, then this enables BLF (Busy Lam p Field) on this key

In this example all three Soft Key keys are configured as feature codes

Click on the “Servers” tab when finished configuring these options

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The SIP Proxy address must be configured. The address must be routable on the network.

The Outbound Proxy address is optional. The address must be routable on the network.

In this example the eth0 address is used. This address will vary per installation and will probably not be the same as in this example.

The IP address can use the optional “IP/DNS Mapping” feature if a FQDN (Fully Qualified Domain Name” is preferred but a DNS A Record must exist on any DNS server(s) to resolve this FQDN. It is advantageous to use a FQDN address so that the SIP phone can communicate with the server either by it’s local or public IP address. This makes the SIP phone very portable.

When these options are configured then click on the “Network” tab



The “Line Label” option can be used to display either the provisioned extension number or name on the idle LCD display of the Polycom IP550

The “Dial Plan” text field can be customized to support “En Bloc” signaling as per the Polycom SoundPoint Admin Guide applicable to the correct firmware release

Click on the “Date and Time” tab when finished configuring these options



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The default “Date and Time” settings are configured for North American Daylight Savings Time Rules

These settings can be modified as per the Polycom SoundPoint Admin Guide applicable to the correct firmware release

Click on the “User Preferences” tab when finished configuring these options


“User Preferences” can be edited to suit the requirements of the users

The default settings are acceptable so after reviewing this page click on the “Audio/Ring Tone” tab



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A majority of users prefer to disable “Local UI sound effect”

A majority of users prefer to select Persistent Volume settings

A majority of users prefer to disable Stuttered Dial Tone for Message Waiting Indication. This can be disabled since the Polycom IP550 supports a MWI light

Click on the “Security” tab when finished configuring these options


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It is advised to uncheck the “Enable Web Server” option to prevent users from logging into their phones and making changes or harvesting configuration settings for malicious intent

When finished configuring these settings click on the “Add” button.


Configuration files are created and most SIP end points including Polycom download their required configuration files with names based on their MAC address

To create a SIP end point specific configuration file for a supported end point click on “Add a new Provisioning System”



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Choose the correct model number from the “Phone Model” drop down menu

Choose the “polycomip550” template that was just created from the “Phone Template” drop down menu

Fill in the “MAC Address” text box with the MAC address of the device

When finished click on the “Lines” tab


From the “Key/Line 1” drop down menu select the required Extension from the available list. It is only necessary to add the extension to the Line 1 assignment since the Polycom firmware will allow 8 calls to be handled on this key using the LCD display.

Click on the Micro-Browser tab when finished configuring this option

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The Micro-Browser feature for Polycom phones is a feature unique to ScopTEL. This feature pushes phone status and ACD Wallboard Features directly to the idle LCD screen of each supported Polycom SIP end point. Supported devices include the IP450, IP550, IP650, IP670, IP500, IP600, IP601.

To enable this feature check the “Use Internal PBX services (Idle/Main)” checkbox

From the “Extension” drop down menu select the required Extension number to monitor the status of this Extension

When finished configuring these options click on the “Add” button

Polycom phones must have their default boot options changed in order to download provisioning files

The default method is FTP. ScopTEL does not support provisioning via FTP.

From the Polycom Administrative Menu, Network Options edit the Server Menu option to use TFTP or HTTP and reboot the device.

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In addition to manually configuring MAC addresses for supported SIP devices ScopTEL also supports several mass deployment methods

• Text import of MAC addresses from a file

• Network Scan of selected IP addresses on selected subnets

• DHCP detection of new devices when the ScopTEL DHCP server is the only DHCP server on the LAN

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In addition to manually configuring MAC addresses for supported SIP devices ScopTEL also supports several mass deployment methods

ScopTEL Minimum Package Requirements

• scopserv_yum install nmap (if nmap is not already installed)

• scopserv-network-2.6.4-1.nodist.scopserv.noarch.rpm

• scopserv-server-2.6.4-1.nodist.scopserv.noarch.rpm

• scopserv-telephony25-2.6.52-1.el5.scopserv.noarch.rpm

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Text import of MAC addresses from a file

• From the APS Main Page click on Import MAC

• Enter a list of MAC addresses or copy and paste from a ASCII file

• Click Next

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• A New SIP device list appears showing that the MAC vendor ID matches supported hardware (in this case 3 new Polycom phones)

• Press Next

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• Since the system cannot know the model number of each device you must select a matching model number from the list for each MAC address using the drop down list selections

• Click Next

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• Click Finish to add the new MAC’s to the APS list

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Network Scan of selected IP addresses on selected subnets

• This method will only add un-configured MAC addresses to the APS list

• Click on Network Auto-Discovery (Scan)

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• Enter the first available IP address on a valid subnet (normally the first IP address in a DHCP pool)

• Enter the last available IP address on a valid subnet (normally the last IP address in a DHCP pool)

• Choose the Network Interface that services the valid subnet

• Choose the desired tenant

• Enter the IP address of the SIP Server (usually the IP address of the Network Interface servicing the local subnet)

• Click Next

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• The new window will show a list of detected MAC addresses

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• The new window will show a list of detected MAC addresses

• Click Next

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• Since the system cannot know the model number of each device you must select a matching model number from the list for each MAC address using the drop down list selections

• Click Next

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• Click Finish to add the new MAC’s to the APS list

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DHCP detection of new devices when the ScopTEL DHCP server is the only DHCP server on the LAN

• During DHCP acquisition a newly installed and supported SIP device can be added to the APS list automatically.

• DHCP acquisition can properly detect the model number of the following supported vendors and add the device to the APS list

• Aastra

• Snom

• Polycom

• Yealink

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Server Module Pre-requisites:

• Server>Configuration>Provisioning All fields must be properly defined

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Network Module Pre-requisites:

• Network>DHCP Server must be enabled and properly configured

• Classes and Subnet>Classes must be properly defined

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DHCP Server>Classes>Create Provisioning Classes

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• DHCP Server>Classes>Create Provisioning Classes

• Result

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• DHCP Server>Subnet>Interface>Classes>Include DHCP Classes

• Select all that apply to your environment and save

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• Commit Network changes

• Restart the DHCP Server Service to enable the changes

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Telephony Module Pre-requisites:

• Telephony>Configuration>Channels>SIP Channel>Auto-Create Peers=yes

• WARNING Auto-Create Peers can be vulnerable to malicious SIP attacks so the server should not have SIP ports exposed to the public (firewall your SIP ports to external subnets and follow ScopServ security best practices)

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Telephony Module Pre-requisites:

• Telephony>Configuration>Provisioning

• Change the Unprovisioned Feature PIN to a complex number for security

• Enter the SIP Server address required for registration

• Save and Commit changes

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USAGE:

• Plug a supported SIP device into the voice subnet

• Wait for it to boot (it may reboot after it downloads its configuration from the server for the first time)

• Once the phone boots up you should see its MAC address in the APS list as an unprovisioned device

• Once the phone displays UNPROV on its display you can begin the registration process

• Dial any phone number to hear the password prompt

• Enter the Provisioning PIN number defined in Telephony>Configuration>Provisioning using the keypad

• Enter a defined but unused extension number using the keypad when prompted

• Edit the MAC address in the APS list and change any required settings like the template used, name, soft key assignments etc

• Commit

• Reboot the phone to download the final configurations

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