Phones/CPE list

This panel displays the list of Customer Premises Equipment (CPE) such as IP phones that match your search query.

Each entry in the phones/CPE list consists of:

To add devices to the CPE inventory, click Add on the toolbar. In the dialog that opens, fill in the device details, and click Save. To add more devices, click Save & Add another.

Alternatively, you can upload devices to the inventory from a file.

To download the list of devices available in the CPE inventory:

• click the Download button on the toolbar > select the file type: .csv, .xls, or .xlsx > click Download to confirm. When the file is available to download, a new notification is available on the toolbar.

  

• open the notification and click Download.

  

You can upload a batch of devices to the CPE inventory from a .csv, .xls, or .xlsx file.

1. Prepare a file to upload a batch of devices.

   To get the file template (with all available columns in the required order), you can download the file as described above.

   The file has mandatory columns:

   • Action – contains the “Add” value (another option is “Remove”);
   • Name – contains the device ID;
   • Device model – contains the device model, e.g., Yealink SIP-T21P E2;
   • MAC address – contains the device MAC address, e.g., 00:14:20:FF:3C:52.

   Optionally, you can fill in the other columns such as:

   • Managed by – specify a reseller’s name to allow only a specific reseller to manage a device;
   • CPE profile – fill in to assign a CPE profile to a device;
   • Shared with reseller – specify “Y” (Yes) to make a device available not only to the administrator but also to all resellers;
   • Tenant customer name – specify a customer’s name to allocate a device to a specific customer.
2. Click Upload on the toolbar > select the file to upload > click Upload to confirm.

   When the upload is completed, you receive a notification with the upload results. The notification is available on the toolbar.

   

   If any errors occurred during the upload (e.g., MAC address is not unique), you can download the error list.

   

You can modify multiple settings for selected devices at a time:

• Assign devices to a specific customer
• Mark devices as customer-owned
• Assign CPE profiles to devices
• Delete devices

To open the Batch operations with phones/CPEs panel, click the arrow in the top right corner of the page.

To make the batch operations available, filter devices by the entity they are Managed by on the Phones/CPE search panel. Until you apply this filter, the only available batch operation is deleting devices.

To perform specific operations with the chosen devices, select the corresponding checkboxes on the Batch operations with phones/CPEs panel. After making all the necessary changes, click Update.

You can allocate devices to a specific customer.

When the administrator/reseller assigns a device to a customer’s account for automatic provisioning, they can select either a device allocated to this customer or a device that doesn’t yet belong to any customer. This prevents human error such as assigning a device sold to one customer to another customer.

To assign devices to a customer:

• filter devices by the entity they are Managed by on the Phones/CPE search panel (select Administrator only or a specific reseller);
• select the checkboxes for the needed devices;
• on the Batch operations with phones/CPEs panel:
  • select the Assign phones/CPEs to checkbox;
  • select a direct customer/reseller’s subcustomer in the dropdown list;
  • click Update.

You can mark devices as owned by customer when they become the customer’s property.

To mark devices:

• filter devices by the entity they are Managed by on the Phones/CPE search panel (select Administrator only or a specific reseller);
• select the checkboxes for the needed devices;
• on the Batch operations with phones/CPEs panel:
  • select the checkbox Assign phones/CPE to and select a customer;
  • select the Mark CPEs as owned by customer checkbox;
  • click Update.

You can assign/change CPE profiles for selected devices. If you select devices of different models, select a specific CPE profile for each model.

To assign CPE profiles:

• filter devices by the entity they are Managed by on the Phones/CPE search panel (select Administrator only or a specific reseller);
• select the checkboxes for the needed devices;
• on the Batch operations with phones/CPEs panel:
  • select the Change profiles checkbox and select a CPE profile per device model;
  • click Update.

To delete a device from the CPE inventory, select the corresponding checkbox, open the Batch operations with phones/CPEs panel, and click Delete. You can’t delete a device if at least one of its ports is used.

Change table settings – click Settings in the title bar to customize columns and change row style.

Re-order the columns – drag-and-drop the column headers right or left to place the columns in the order you want.

Re-order the rows – click the arrow (or ) next to the column header to re-sort the rows. For example, the Phones/CPE panel displays records in alphabetical order. You can re-sort them in the reverse order.

Change the default number of results globally – use the Number of results drop-down list in the upper right corner to adjust the maximum number of rows that appear on the panel. By default, the panel displays 25 rows. Once the number is changed, it’s automatically saved, so the same number of rows is shown for PortaBilling entities, e.g., customer, account, reseller, etc.