How to configure your Yealink IP phone

A complete guide to provisioning and configuration of a Yealink IP phone.

The first thing to ask yourself when provisioning any VoIP phone is:  Will I be provisioning these phones by hand (manually)? Or will I be using a system to automate the process (central provisioning server)?

Automation solutions like Phonism can help streamline operations for service providers. They provide more powerful tools that empower your engineers and give them additional time to work on more important tasks.  

However, if you are only managing a small number of devices, a central management tool might not be right for you.  For this reason, we will walk you through both methods of provisioning.  

Choose your path:

 

Manual Yealink Provisioning

When provisioning a Yealink phone manually, there are two methods.  

  1. Using the phone’s keypad
  2. Using the phone’s web interface

 

 

Using the keypad

 

  1. Press the Menu button
  2. Navigate to Advanced…
  3. Enter the default password (admin)
  4. Navigate to Accounts…
  5. Select Line 1… and fill in the following fields
    • Activation: set this to Enabled.
    • Label: Enter the name you would like to see on the screen of your Yealink phone (i.e. John Doe)
    • Register Name: Enter the extension number that is associated with your SIP registration address (See below)
    • User Name: This is a SIP registration address, sometimes referred to as a SIP URI, ie: 2001@sip.server.com
    • Password: You would have received this from your provider.
    • SIP Server 1: Your provider gave you this, ie: phonism.sipserver.com

 

Next, you should see the phone immediately take its configuration.  

You will know your phone is provisioned when Line 1 reads Default Account. When you return to the home screen you will see that the Label will have been applied to Line 1 and the image of the phone should be lit up green.

If you don’t see this, try rebooting the phone.

 

Using the web interface

 

    1. HTTP to the phone’s IP Address

Need to know your phone’s IP address?  Perform the following steps on your brand device.

      • Press the Home/Menu button on the phone
      • Navigate to Status..
      • On this screen you will find your phone’s IP address (on screen as: IPv4)
      • Enter the IP address in your web browser
  1. Enter your credentials on the login screen
    • Username: Enter your username or the default username (admin)
    • Password: Enter your password or the default password (admin)
  2. Navigate to Account
    • Line Active: set this to Enabled.
    • Label: Enter the name you would like to see on the screen of your Yealink phone (i.e. John Doe)
    • Register Name: Enter the extension number that is associated with your SIP registration address (See below)
    • User Name: This is a SIP registration address, sometimes referred to as a SIP URI, ie: 2001@sip.server.com
    • Password: You would have received this from your provider.
    • SIP Server 1 -> Server Host: Your provider gave you this, ie: phonism.sipserver.com

 

Next, you should see the phone immediately take its configuration.  

You will know when your phone is provisioned when the Register Status reads Registered.  When you return to the home screen you will see that the Label will have been applied to Line 1 and the image of the phone should be lit up in green.

If you don’t see this, try rebooting the phone.

 

By this point, we hope that you are able to make and receive calls from your Yealink IP phone. If you are having troubles feel free to drop us a message!  

 

Centralized Provisioning Server

 

I’m sure you’ve realized now that manual provisioning simply doesn’t scale. Many telecom organizations outgrow this method of provisioning quickly.

To speed up this process, you can use a central provisioning server to streamline deployment and management of your VoIP devices. If you aren’t familiar with the concept of centralized provisioning servers, you can read about it here.

Using a tool like this does exactly what it sounds like, it gives you a central place to manage all of your phones. Not only will all of your information be stored and accessible in one place, but you will also benefit from:

 

  • Faster deployments
  • Ease of use
  • Greater customization abilities
  • Expanded list of supported brands

 

Central provisioning servers come in many different shapes and sizes. Some are built into your PBX, while others act as stand-alone solutions (like Phonism) to give you superior feature sets. We have even seen others set up their own FTP server to serve configuration files to their phones!!!

 

In the section below, we will help you get your phone pointed to the server. From there, we recommend you refer to your server documentation for applying templates or specific settings.  

 

Note:  Often times you will need to enter certain information into your centralized provisioning server before following the instructions below.  For example, in Phonism, we first require you input a MAC address (or a list of MACs).  You would then point the phone(s) to your central provisioning server.  At this point you would use your server to manage and apply the settings necessary to get the phone provisioned (i.e. SIP username, SIP password, SIP Server).

 

There are 4 ways you can point your phones to your server:

 

  1. Using the keypad
  2. Using the web interface
  3. DHCP Option 66
  4. Yealink RPS

 

Using the keypad

 

  1. Press the Home/Menu button on the phone
  2. Navigate to Advanced…
  3. Enter your password or the default password (admin)
  4. Navigate to Auto Provision

Note: This information is usually specific to your preferences.

    • URL: Your provisioning servers url.
    • User Name: This is a SIP registration address, sometimes referred to as a SIP URI, ie: 2001@sip.server.com
    • Password: You would have received this from your provider.
  1. Press Save…
  2. The phone will prompt if you want to provision the device now. Press OK.
  3. Reboot the phone.

 

When the phone reboots, you should see that the image of the phone is lit up green and the Label on Line 1 reads either your extension number or the label you applied in your central server. Additionally you can navigate to Menu->Advanced->Accounts, and confirm Line 1 reads Default Account.

If you don’t see this, you most likely did not configure the Line 1 settings in your central server beforehand (see above). If this is the case, you can simply do that now and reboot the phone again.

 

Using the web interface

 

    1. HTTP to the phone’s IP Address

Need to know your phone’s IP address?  Perform the following steps on your brand device.

      • Navigate to Settings->Status
      • Navigate to Network…
      • Navigate to TCP/IP Parameters…
      • On this screen you will find your phone’s IP address
      • Enter the IP address in your web browser
  1. Enter your credentials
  2. Navigate to Settings…
  3. Navigate to Auto-Provision… (5th option tab on the left) and fill in the following fields. Note: This information is usually specific to your preferences.
    • Server URL: HTTPS
    • Server User: Optional
    • Server Password: Optional
  1. Press Auto-Provision now
  2. Reboot the phone.

 

When the phone reboots, you should see that the image of the phone is lit up green and the Label on Line 1 reads either your extension number or the label you applied in your central server.   Additionally you can navigate to Menu->Advanced->Accounts, and confirm Line 1 reads Default Account.

If you don’t see this, most likely you did not configure the Line 1 settings in your central server beforehand (see above). If this is the case, you can simply do that now and reboot the phone again.

 

DHCP Option 66

 

DHCP options are found on all routers. Option 66 can be a useful tool for quickly pointing all of your IP phones on a network to their provisioning server. You can learn more here.

 

Note: Since every server is different, we have included some generic instructions for configuring option 66. If you run into problems, please consult the documentation specific to your router.

  1. Navigate to the GUI for your local DHCP server.
  2. Navigate to DHCP…
  3. Navigate to Options…
  4. Navigate to Option 66…
  5. Enter the URL of your provisioning server.

 

Yealink RPS

 

Yealink RPS can be a powerful tool for users.  Most customers use RPS to set their provisioning server address. However, users can also use this to configure line 1 and perform software updates.

 

Note: This tool is intended primarily as a one-time step at initial deployment.

For instructions on using Yealink RPS to set your provisioning server address, please visit the official Yealink RPS Documentation.

 

Now that you have pointed your phones to a central provisioning server, you can use it to manage your device settings from a single pane of glass. The specifics around configuration will vary depending on the tool that you’re using. For further information refer to the documentation for your specific tool.

 

However, there can be some pitfalls associated with central provisioning servers.

 

  • Upfront work is required
  • Provisioning modules in the PBX often lack features & usability
  • Tools can still be expensive

 

Which is the best method for provisioning your Yealink IP phones?

 

It’s important to remember that every organization has different needs. It depends on factors like:

  • Company size
  • Technical knowledge
  • Business model

Yealink is currently one of the more popular brands on the market as their phones are considered to be the easiest to configure and manage.  Although this may be true (and our engineers will vouch for that), at Phonism, we believe that using a centralized provisioning server from the outset significantly benefits a company’s operational efficiency and gives them the ability to scale quickly.

 

If you would like to learn more about how Phonism can help streamline the onboarding of new phones or the support of existing ones, drop us a line!