HELP FILE

How do I provision a device?

    Provision devices to your account so that your users can make and receive calls appropriately with their selected settings.

    One-Touch Activation

    This is the default method for setting up your phones as it provides the most seamless experience for you. However, it is for Cisco MPP, Polycom, and Yealink only.

    Before you begin: After placing your equipment order, all of the mac addresses will be loaded into the device section of your account. This may take several days. In the meantime, make sure all users are added to your account and assigned a license.
    About this task: Once the mac addresses are loaded into your Devices tab, you have two options:
    • Admin activated: Activate the devices before they arrive and then deliver them to the assigned user or location (if assigned as a standalone device).
    • User (or device) activated: Wait until the devices arrive, pass them out to each user, and instruct them on how to activate their device.

    Admin activated — Recommended for <20 users/devices

    1. If you are not already, sign in to your admin portal.
    2. From Devices, select Activate next to the desired device.
    3. Choose from User device or Standalone device and complete the required fields.
    4. Select Activate when finished.

      Result: When the phones arrive, pass them out to the assigned user or location. Once the phones are plugged in, they will connect to our servers and reflect the correct configuration.

    User (or device) activated — Recommended for 20+ users/devices

    Before you begin: Before the phones arrive, prepare your list of dialable usernames. When the phones arrive, you or an IT can perform these steps on the devices before handing them out or you can hand out the phones to each user and have them complete the steps.
    1. Plug in the device and then press the Activate softkey.
    2. Enter the numerical dialable username provided by your admin.

      Result: Once the device has identified the user information, you will hear “Thank You” and the device will automatically update its configuration and reboot (possibly more than once). Activation can take some time depending on your device and network speed. Don’t be alarmed if your device's screen is blank during this time. When activation is finished, your configuration will reflect on the phone.

    Plug and Play

    If shipping time is not a concern, you can choose to have your devices purchased from GoTo Connect pre-configured with the latest vetted firmware version ready for plug-and-play installation. You will need to provide your Project Manager with an accurate and complete user worksheet or manually enter the information in the respective field after accepting your quote.

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    1. Plug in the handset and headset cables.
    2. Plug the network cable from your internet source into the LAN port on the phone (possibly labeled as SW, NET, or Internet).
    3. If daisy-chaining a computer to the phone, plug a network cable into the PC port on the phone and then plug the other end into the computer. The phone should supply the connection to the computer (internet source > phone > computer).

    4. If the phone is not using PoE, plug in the power adapter.
    What to do next: When you have successfully activated the device, the user’s extension(s) will appear on the display. If the device does not automatically reboot, you can manually power cycle the device.

    Manual Provisioning

    If you are bringing over existing equipment or using unsupported hardware/software, this method allows you to point your device to our provisioning server from the device menu or web UI using a specific URL or IP address where the device can download its pre-built configuration file(s) from the server. Whenever there is an update available, simply reboot the phone to obtain the new configuration file(s).

    What to do next: For existing phones, please view our phone guides to learn how to provision your particular model. If you do not find your phone on that list or need help provisioning a different device, contact Customer Support.