1. Check your phones’ basic information, including phone manufacturer, MAC address, phone model.
   
   
   In case you have more than 10 phones and you don’t want to key in the information by yourself, you can ask your IP Phone supplier to provide you a list of MAC address and serial numbers, next plan and assign each MAC ID to an extension number by following this sample.
2. On the PBX Auto Provisioning page, add devices and set your phones’ manufacturer, MAC address, model. 

   

3. Set the phone lines.
   

   

4. Set the phones’ language, time and password. It’s preferable to choose the “Prefix” option for the password in order to eliminate the warning display on IP Phone if the default password is used.
   

   

5. Optional: Set other phone settings.
6. Save the settings and REBOOT your phones.

   Note: After auto-provisioned successfully, each time when your phones reboot, they will get and apply configurations (phonebook, language, time, etc.) from the PBX.

7. When the phones restart, phone users will see an authentication page on their phones. Users need to enter the user name and password to get and apply configurations from the PBX.
   

   You will get this information from the user welcome email, first send the email to the user, next find the information at the bottom of the welcome email.

   
   The user will find in their email:

   • User Name: The extension number that is assigned to the phone.
   • Password: The voicemail access PIN of the extension.

   

   Now You can auto provision your phones to make the phones register PBX extensions automatically.Important: For the first time to auto provision your phones on the PBX, you need to RESET all your phones before auto provisioning, or auto provisioning may not work.

When the phone starts, the phone user needs to fill in the user name and password to get the configurations from PBX, the user name and password can be found from user welcome email.

* Update on Dec 2020. Yealink has fixed this bug with their latest firmware. (How to upgrade firmware here) You can skip the step described below (Disable only accept trusted certificates) if you have these firmware versions on your IP Phone. (After the firmware upgrade, please do a factory reset again) 

Second Step, use a browser to access this IP address, login with default user name and password:

Third Step: Goto Security => Trusted Certificates, then Disable “Only Accept Trusted Certificates”

After finishing the auto provision configurations, you can update auto provision settings for specific phones or all the phones.

1. Go to Auto Provisioning > Device List.
2. Select the desired phone(s), click  to edit the settings.
3. Click Save to save your configurations.
4. On the pop-up window, click Yes to reboot the phone(s) and update the configurations.
   Note: If the phones do not reboot automatically, reboot the phones automatically to make the configuration take effect.

Auto Provision Phonebook

You can add contacts on the PBX, and auto provision the contacts to the users’ phones.

1. Go to Auto Provisioning > Phonebook > Contact.
2. Click Add to add a contact.
3. On the configurations page, set the contact’s information.
4. Click Save.
5. Reboot the phone(s) and update contacts.

You can update the phone firmware by Auto Provision method.

1. Go to Auto Provisioning > Firmware Upgrade, the page displays the auto provisioned phone models.
2. Click Check for New Version.
3. Click the Upgrade To drop-down menu, check if the phones have new firmware version available.
   If the phone has new firmware version, you can see the version in the drop-down menu.
   
4. Select a firmware version that you want to upgrade to.
5. Reboot the phone(s) and update the firmware.

You can synchronize the users’ phone time with the PBX via Auto Provisioning function. You can also manually set the phone’s NTP server as your PBX’s time; the phone time will be synchronized to your PBX.

1. Go to Auto Provisioning > Device List, select the desired phone(s) and edit.
2. On the configuration page, click Preferences tab.
3. Set the Primary NTP Server as the domain of your PBX.
   
4. Click Save.

   The following dialog box appears.

   

5. Click Yes to reboot the phone(s) and synchronize the phone time with the PBX.

After finish the auto provision configurations, you can export the auto provisioning settings to a CSV file.

1. Go to Auto Provisioning > Device List.
2. Select desired phones, click Export.
   

Yeastar Cloud PBX has default auto provisioning templates for each phone model. You can search and view the default template for your phones.

1. Go to Auto Provisioning > Template > Default Template.
2. Select the manufacturer and phone model, click Search.
3. Click  to view the default templates.
   
4. To search contents in the default template, press Ctrl + F on your keyboard.
5. In the search field, enter the search criteria.
   The matched contents will be highlighted.

You can configure a customized auto provisioning template and apply it to your phones. In the customized auto provisioning template, you can set global settings for your phones.

1. Go to Auto Provisioning > Template > Custom Template, click Add.
2. Set a name for the template.
3. Set the template settings according to your needs.
   
4. Click Save.

Search your desired setting in the default templates, if the desired setting is not included in the default template, you can add a relevant sentence or change the default value in your custom template.

1. Go to Auto Provisioning > Template > Custom Template, add a template or edit a template.
2. On the configuration page, click Other tab.
3. Enter your desired sentence(s).
   
4. You can also change the default value in the customized template.
   
5. Click Save and Apply.