Create and assign templates, understand template types, states, parameters, and more.
https://www.youtube.com/watch?v=IJ8O5mOEvDM
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Create settings that auto-apply to new devices upon boot up (Zero-Touch-Provisioning)
Perform bulk changes across a department, office location, or entire network
Create test settings for troubleshooting one-way audio or other issues
Custom settings to be built for each customer or use case
Create as many templates as you'd like
Compile multiple templates together in real-time for easier management
TEMPLATE TYPES
Tenant templates
Tenant templates reside at the tenant-level. There is no “Auto-apply” option for tenant-level templates. They are “Assignable.” See the Template States section below for more details.
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Assigned templates are automatically reapplied to all the affected phones, when modified.
Domain templates
Domain templates have a Tenant drop-down menu to select the specific tenant this template will be applied to. Domain templates can be created globally and applied to all the compatible phones under all of the tenants when auto-apply is selected.
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Note: For the customers that use a non-hierarchy account, only tenant and domain-level templates are available. Domain-level templates can be auto-applied and tenant-level templates can be assigned to a phone. |
Hierarchy templates
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Hierarchy templates can be made at the Account, Service Provider, and Enterprise levels. With the hierarchy templates, you can create templates at any level of the hierarchy that are automatically applied to all compatible devices within the hierarchy without any user input.
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This means that if the same setting is enabled in the service provider template and again in the tenant template, the setting in the service provider template is the one applied to the phone.
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TEMPLATE STATES
Disabled
The Disabled state is usually reserved for older templates that you want to archive or maybe templates that are still in the process of being built.
When a template is in the Disabled state, it is not automatically applied to phones and is not assignable.
Auto-Apply
When the Auto-apply state is assigned to a template, these templates are automatically applied to all supported phones at the same level of the hierarchy or below where the template resides.
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The Auto-apply state is not available for templates created at the lowest level (the tenant level).
Assignable
When the Assignable state is assigned to a template, the template can be assigned to phones at the same level of the hierarchy or below where the template resides.
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They are most often used for creating troubleshooting test cases or non-standard configurations for special use cases like fax machines.
Base Templates
When the “Base Template” state is assigned to a template, it will make the admin's custom template available to Users within the hierarchy without having to give them higher levels of permission to access them. The template will show up in the "Base Template" dropdown menu when Users create a new Template in Phonism.
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TEMPLATE PARAMETER CONTROLS
No Control
The template doesn't modify the parameter and has no impact.
This is the default.
If the parameter is not enforced by any template in the hierarchy, then it is editable by the phone.
Enforce Value
The parameter is enforced to the value set.
Think of this as non-negotiable.
Enforce & Overwritable
The value is applied unless that parameter is reconfigured by the phone or a lower-level template.
Think of this as “default.” For example, I want all the phones to be set in my timezone. However if they want to change it to their timezone, they can overwrite it, as they choose.
Exclude from Config
Similar to “Enforce“ except it is excluded from the configuration output files. This is useful for phone settings that may be controlled by something outside of Phonism, like a Softswitch or PBX.
Following is an example for exclusion from output files. Parameter “Language“ is set as “Exclude“ at one of auto-applied higher level templates.
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192.168.254.206
Exclude & Overwritable
This parameter is excluded from the configuration output files, and is particularly useful for phone settings that may be controlled by something outside of Phonism, like a Softswitch or PBX.
Lower level templates in the hierarchy may overwrite the value.
CREATE A TEMPLATE
Select the Templates tab.
Click Add.
Enter a name for the template.
Select the Brand.
Select the Software Version.
Select the phone models that this template will support. By default, all compatible models are selected. You can change this at any time.
Click Continue to save.
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EDIT A TEMPLATE
Editing a template is like configuring a device with a few key differences. You can’t configure line-specific parameters like VoIP Credentials. Those are device-specific and not intended to be applied to multiple devices. To edit a template, follow these steps:
Select the Templates tab.
Find the template you’d like to edit and click the Edit icon in the Actions column.
CLONE A TEMPLATE
In the Hierarchy model, There is no real reason to clone a template at the Account, Service Provider, or Enterprise level. If, for instance, you do want all Service Providers to have some of the same settings, create the template at the Account level for the brand of manufacturer. (For example, one template for Polycom, one for Yealink, etc.) and all the service providers will auto-inherit it, nothing else needs to be done.
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Select the Templates tab.
Find the template you’d like to edit and click the Clone icon in the Actions column.
ASSIGN A TEMPLATE TO A PHONE
Select the Phones tab.
Find the phone you’d like to add a template to.
Click the link in the Domain/Tenant Template column.
Select the template you’d like to assign to the device.
(Optional) Choose to enable the following settings, if applicable:
Overwrite Phone Custom Config - A template will overwrite any phone custom config instead of merging. This is a one-time overwrite. Subsequent template applications will merge custom config.
Overwrite Phone Custom Contacts - A template will overwrite any phone custom contacts. This is a one-time overwrite. At this time we do not merge custom contacts from templates.
Click Continue to assign the template to the device.
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AUTO-APPLY A TEMPLATE TO A PHONE
When the template in the phone’s hierarchy is set to Auto-Apply and manufacturer/software/model combination matches with the phone's, it is automatically applied to the phone. When the phone is edited, “Auto Applied Templates“ show which templates are applied.
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When the phone is edited, if a parameter is enforced/excluded by a template, a pop-up appears providing the information of which template enforces/excludes that parameter.
PARAMETER VALUE ASSIGNMENT EXAMPLES
These tables show the parameter value assigned to the phone according to the different settings at different levels of hierarchy.
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GREY = No effect on the logic
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STATE CHANGE SCENARIOS
Changes to a template’s state or model compatibility take effect immediately. Below are some examples of what happens when the template state is changed.
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The template is no longer assignable to selected models/software of the phone within its hierarchy.
Any phones assigned the template are unassigned.
All phone parameters previously configured by the template are editable.
The last configured value remains.
The template begins to automatically apply to selected models/software of the phone.
MODEL COMPATIBILITY CHANGE SCENARIOS
Changes to a template’s state or model compatibility take effect immediately. Below are some examples of what happens when the template model is changed.
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