Device Migration Strategies

Most of our customers are coming in with hundreds of thousands of devices in the field they want to migrate to Phonism. It’s daunting but This document briefly describes common scenarios our customers have brought to us and the strategies used to migrate these devices to Phonism.

Of course, one size does not fit all. If your deployment does not fit any of these scenarios, feel free to reach out to our Support team for help!

 

Considerations for all Scenarios

Utilizing Manufacturer Redirect Services

  • Most of our supported manufacturers provide a redirection service. Devices registered with the service are automatically redirected to the provisioning server of your choice when the phone is factory reset

  • For services we integrate with, Phonism automatically handles registering the devices for redirection once added to Phonism

  • See our documentation on Zero Touch Provisioning for more information
    - Zero Touch Provisioning (ZTP)

DHCP Option 66

  • If you have support from the on-site network administrator, DHCP Option 66 could be utilized to redirect the phones to Phonism for provisioning

Retaining Existing Configurations

  • If maintaining existing device configurations is a requirement, you can import existing configurations into Phonism.

  • Phonism cannot extract configuration out of your devices. You need access to the configuration files.


Scenarios

No Existing Provisioning System

Assumptions:

  • Your devices were configured manually

  • You have no remote access to the device

Migration Strategies:

  • Per-device, modify their configurations in the Phone's Web GUI to redirect them to Phonism for provisioning

    • This may require cooperation from someone on-site to do this task or provide remote access

  • Setup DHCP Option 66 on the network so that the phones are told to provision from Phonism

  • Utilize manufacturer redirect services and our integrations so that phones are automatically directed to Phonism for provisioning after being factory reset

Existing Provisioning System

Assumptions:

  • You have an existing provisioning system that your devices are periodically accessing for configuration

  • You have the ability to modify the configuration files in this system

Migration Strategy:

  • Utilize your existing provisioning system to redirect the devices to our service.

    • Modify the configurations such that on their next provision, they will be reconfigured to provision from Phonism.

Broadworks DMS using Phonism's Broadworks Integration

Assumptions:

  • The devices in question are periodically provisioning from DMS

  • A Broadworks integration is setup in Phonism

  • Your Broadworks hierarchy and device records have been synced from Broadworks into Phonism

Migration Strategy:

  • Utilize our automated migration tool. This tool does the following:

    • Reconfigures your device(s) to provision from Phonism

    • Tells the phone to reboot and pull this new configuration from DMS (This will be the last contact to DMS)

    • Once the Phone reprovisions and the system confirms that it is communicating with Phonism, the Phone's existing configuration will be imported from DMS into Phonism

    • After import, Phonism will serve configuration to the device on it's next provision

  • Refer to our documentation for more details

Broadworks DMS without using Phonism's Broadworks Integration

Assumptions:

  • The devices in question are periodically provisioning from DMS

  • Inside DMS, you can modify the Device Profile Templates of the devices to be migrated

Migration Strategy:

  • Utilize your existing provisioning system to redirect the devices to our service.

    • Modify the Device Profile Templates such that on their next provision, they will be reconfigured to provision from Phonism