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Yealink Management Cloud Service Administrator's Guide PDF

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Summary of Content for Yealink Management Cloud Service Administrator's Guide PDF

Yealink

Yealink Management Cloud Service

Administrator Guide V38.1.0.0 I January 2022

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https://support.yealink.com I Copyright2022 Yealink Inc. All right reserved.

| Contents | ii

Contents

About This Guide........................................................................................ 7 Related Documentations..................................................................................................................... 7

Summary of Changes................................................................................. 7 Changes for Release 38, Guide Version V38.1.0.0............................................................................ 8 Changes for Release 38, Guide Version V3.8.0.0..............................................................................8 Changes for Release 37, Guide Version V3.7.0.30............................................................................ 8 Changes for Release 37, Guide Version V3.7.0.20............................................................................ 8 Changes for Release 37, Guide Version V3.7.0.10............................................................................ 9 Changes for Release 37, Guide Version V3.7.0.1..............................................................................9 Changes for Release 36, Guide Version V3.6.0.30............................................................................ 9 Changes for Release 36, Guide Version V3.6.0.20.......................................................................... 10 Changes for Release 36, Guide Version V3.6.0.10.......................................................................... 10 Changes for Release 36, Guide Version V3.6.0.1............................................................................ 10 Changes for Release 35, Guide Version V3.5.0.20.......................................................................... 11 Changes for Release 35, Guide Version V3.5.0.10.......................................................................... 11 Changes for Release 35, Guide Version V3.5.0.1............................................................................ 11 Changes for Release 34, Guide Version V3.4.0.10.......................................................................... 11

Introduction of Yealink Management Cloud Service..............................12 Browser Requirements...................................................................................................................... 12 Supported Device Models................................................................................................................. 12 Port Requirements.............................................................................................................................14

Getting Started...........................................................................................15 Logging into YMCS........................................................................................................................... 15 Home Page........................................................................................................................................17 Logging out of YMCS........................................................................................................................18

Deploying YMCS Agent.............................................................................18 Basic Requirements of Hardware and Software...............................................................................19 Port Requirements.............................................................................................................................19 Installing Agent.................................................................................................................................. 19 Integrating Agent with YMCS............................................................................................................22 Connecting Device to Agent............................................................................................................. 24 Managing Agent................................................................................................................................ 24 Uninstalling Agent..............................................................................................................................24

Connecting to YMCS.................................................................................24 Connecting Phone Devices and Room Systems (Except for MVC/ZVC)..........................................25

Overview of Device Deployment and Management............................................................... 26 Configuring the Common.cfg File...........................................................................................26 Deploying Devices via YMCS for RPS Enterprise................................................................. 28 Configuring the Server Address............................................................................................. 28

| Contents | iii

Connecting USB Devices.................................................................................................................. 28 Connecting MVC/ZVC Room Systems............................................................................................. 29 Connecting Workspace Devices........................................................................................................29

Managing Devices......................................................................................29 Device Status.....................................................................................................................................30 Device Managing Features and Their Supported Devices............................................................... 30 Adding Devices..................................................................................................................................31 Importing Devices..............................................................................................................................33 Editing the Device Information.......................................................................................................... 33 Exporting the Device Information......................................................................................................34 Viewing the Detailed Information of Phone Devices.........................................................................35 Searching for Devices....................................................................................................................... 36 Assigning Accounts to Devices.........................................................................................................36 Setting the Sites................................................................................................................................ 37 Pushing Configuration Files to Devices............................................................................................ 38 Pushing Firmware to Devices........................................................................................................... 38 Pushing Resource Files to Devices.................................................................................................. 39 Diagnosing Devices........................................................................................................................... 39 Enabling/Disabling DND.................................................................................................................... 41 Sending Messages to Devices..........................................................................................................41 Rebooting Devices.............................................................................................................................42 Resetting the Devices to Factory......................................................................................................42 Deleting Devices................................................................................................................................42 Auto Provisioning...............................................................................................................................43 Viewing the Information of Connected Accessories..........................................................................44 Viewing the Devices Statistics.......................................................................................................... 45 Updating Software of USB Devices.................................................................................................. 45

Managing Firmware................................................................................... 46 Adding Firmware............................................................................................................................... 46 Sharing Firmware.............................................................................................................................. 47 Pushing Firmware to Devices........................................................................................................... 47 Editing the Firmware......................................................................................................................... 48 Downloading the Firmware................................................................................................................48 Deleting Firmware............................................................................................................................. 48

Managing Resources.................................................................................48 Adding Resource Files...................................................................................................................... 49 Sharing Resource..............................................................................................................................49 Pushing Resource Files to Devices.................................................................................................. 49 Editing Resource Files...................................................................................................................... 50 Downloading the Resource Files...................................................................................................... 50 Deleting Resource Files.................................................................................................................... 51 Pushing SkypeSettings Files to Microsoft Teams Rooms.................................................................51

Managing USB Software........................................................................... 51 Adding USB Software........................................................................................................................52 Sharing USB Software...................................................................................................................... 52 Pushing Software to USB Devices....................................................................................................53 Editing USB Software........................................................................................................................53 Downloading the USB Software........................................................................................................53

| Contents | iv

Deleting USB Software......................................................................................................................54

Managing Accounts...................................................................................54 Adding Accounts................................................................................................................................54 Importing Accounts............................................................................................................................54 Editing the Account Information........................................................................................................ 55 Exporting Accounts............................................................................................................................55 Deleting Accounts..............................................................................................................................55

Managing the Device Configuration........................................................ 56 Managing Model Configuration......................................................................................................... 57

Adding Configuration Templates.............................................................................................57 Setting Parameters................................................................................................................. 58 Pushing Configuration to Devices.......................................................................................... 59 Editing Template Information.................................................................................................. 60 Downloading the Model File...................................................................................................60 Deleting Templates................................................................................................................. 61

Managing the Site Configuration.......................................................................................................61 Adding Site Configuration Templates..................................................................................... 61 Setting Parameters................................................................................................................. 62 Pushing the Site Configuration to Devices.............................................................................63 Editing the Site Configuration Template................................................................................. 64 Downloading the Site Configuration Template....................................................................... 64 Deleting Site Configuration Templates................................................................................... 64

Managing the Group Configuration...................................................................................................65 Adding the Group Configuration.............................................................................................65 Setting Parameters................................................................................................................. 66 Editing the Group Configuration Template............................................................................. 67 Pushing the Group Configuration...........................................................................................68 Downloading Configuration File..............................................................................................68 Deleting Groups......................................................................................................................69

Managing the Single Device Configuration.......................................................................................69 Uploading Configuration Files................................................................................................ 69 Generating Configuration Files...............................................................................................70 Pushing Backup Files to Devices...........................................................................................70 Downloading the Configuration Files......................................................................................70 Exporting the Configuration Files........................................................................................... 71 Deleting Backup Files.............................................................................................................71

Configuring Global Parameters......................................................................................................... 71 Making Parameters Mandatory and Pushing Them to Devices........................................................71

Managing Sites.......................................................................................... 73 Adding Sites...................................................................................................................................... 73 Importing Sites.................................................................................................................................. 74 Exporting Sites.................................................................................................................................. 75 Managing Sites..................................................................................................................................75

Managing Tasks......................................................................................... 76 Adding Timer Tasks...........................................................................................................................76 Editing Scheduled Tasks................................................................................................................... 78 Pausing or Resuming Scheduled Tasks........................................................................................... 78 Ending Scheduled Tasks...................................................................................................................78

| Contents | v

Searching for Scheduled Tasks.........................................................................................................78 Viewing Timer Tasks......................................................................................................................... 79 Viewing Executed Tasks....................................................................................................................79 Searching for Executed Tasks...........................................................................................................80

Diagnosing Devices...................................................................................80 Start Diagnosing................................................................................................................................80 Exporting the Packets, Logs, and Configuration Files by One Click.................................................81 Capturing Packets............................................................................................................................. 82 Diagnosing the Network.................................................................................................................... 84 Exporting System Logs..................................................................................................................... 85 Exporting the Configuration Files......................................................................................................85 Viewing the CPU and the Memory Status........................................................................................85 Viewing Recordings...........................................................................................................................87 Taking the Screenshot of the Device................................................................................................ 87 Setting the Log Level........................................................................................................................ 89 Download the Device Log................................................................................................................. 89 Backing up Configuration Files......................................................................................................... 90

Managing Alarm.........................................................................................90 Alarm Statistics..................................................................................................................................91 Adding Alarm Strategies................................................................................................................... 92 Managing Alarm Strategies...............................................................................................................94 Viewing Alarms..................................................................................................................................94 Filtering the Alarms........................................................................................................................... 96

Customizing Filters................................................................................................................. 97 Filtering the Alarms................................................................................................................ 97

Exporting Alarm Records.................................................................................................................. 97

Viewing Call Quality Statistics................................................................. 98 Customizing the Indicators of Call Quality Detail..............................................................................98 Viewing the Call Data........................................................................................................................98

System Management............................................................................... 100 Viewing Operation Logs.................................................................................................................. 100 Obtaining the Accesskey.................................................................................................................101

Managing Orders..................................................................................... 101

Authorizing/Un-authorizing the Management to the Channel............. 102

Managing RPS..........................................................................................102 Instruction for Old RPS Users.........................................................................................................103 Instructions for Users without RPS Account................................................................................... 103

Adding Servers..................................................................................................................... 103 Adding Devices..................................................................................................................... 104

Binding RPS Accounts.................................................................................................................... 105 Automatically Synchronizing Devices..............................................................................................106 Manually Synchronizing Devices.....................................................................................................108

Managing Devices........................................................................................................................... 110 Importing Devices................................................................................................................. 110 Exporting Devices.................................................................................................................110 Editing the Device Information............................................................................................. 110 Migrating Devices to Another Server................................................................................... 111 Checking the Linking Status Between the Device and the Server....................................... 111 Deleting Devices................................................................................................................... 111 Enabling Automatic Synchronization.................................................................................... 111

Managing Servers........................................................................................................................... 112 Editing Servers..................................................................................................................... 112 Searching for Servers...........................................................................................................112 Deleting Servers................................................................................................................... 112

Device Deletion................................................................................................................................112

Managing Administrator Accounts........................................................ 113 Adding and Managing Groups........................................................................................................ 113 Adding and Managing Roles...........................................................................................................114 Assigning the Function Permission................................................................................................. 115 Assigning the Data Permission....................................................................................................... 115 Adding and Managing Sub-Administrator Accounts........................................................................116 Editing the Account Information...................................................................................................... 117 Enabling Login Protection............................................................................................................... 117 Viewing the Account Code..............................................................................................................118

Troubleshooting....................................................................................... 118 Forget the Login Password?........................................................................................................... 119 The Devices Cannot Connect to YMCS......................................................................................... 119 The Offline Device Reconnects to the YMCS.................................................................................119

| About This Guide | 7

About This Guide

This guide introduces Yealink Management Cloud Service (YMCS) and how to manage devices on it.

Related Documentations

Related Documentations

Except for this guide, we also provide the following documents:

Quick Start Guide introduces how to quickly deploy devices and update the configuration. Administrator Guide introduces how to manage devices via YMCS. Administrator Guide for RPS introduces how to add servers and manage devices via YMCS for RPS

Enterprise. Administrator Guide for service provider introduces how to manage devices and diagnoses devices via

YMCS. Distributor Guide introduces how the distributor manages enterprises and orders on YMCS for Channel. Reseller Guide introduces how the reseller manages enterprises on YMCS for Channel. ITSP User Guide introduces how the ITSP channel manages enterprises on YMCS for Channel. API documents introduces how to call the API.

You can download the above documents from Yealink official website or in the top-right corner of the YMCS web page. The address of Yealink official website is as below: http://support.yealink.com/documentFront/ forwardToDocumentDetailPage?documentId=254.

For more supports or services, contact Yealink channel or go to Yealink Technical Support online: http:// support.yealink.com/.

Summary of Changes

Changes for Release 38, Guide Version V38.1.0.0 Changes for Release 38, Guide Version V3.8.0.0 Changes for Release 37, Guide Version V3.7.0.30 Changes for Release 37, Guide Version V3.7.0.20 Changes for Release 37, Guide Version V3.7.0.10 Changes for Release 37, Guide Version V3.7.0.1 Changes for Release 36, Guide Version V3.6.0.30 Changes for Release 36, Guide Version V3.6.0.20 Changes for Release 36, Guide Version V3.6.0.10 Changes for Release 36, Guide Version V3.6.0.1 Changes for Release 35, Guide Version V3.5.0.20 Changes for Release 35, Guide Version V3.5.0.10 Changes for Release 35, Guide Version V3.5.0.1 Changes for Release 34, Guide Version V3.4.0.10

| Summary of Changes | 8

Changes for Release 38, Guide Version V38.1.0.0

The following sections are new for this version:

Exporting Sites Device Deletion

Major updates have occurred to the following sections:

Supported Device Models Importing Devices Exporting the Device Information Device Managing Features and Their Supported Devices Adding Alarm Strategies Viewing Alarms Taking the Screenshot of the Device Automatically Synchronizing Devices

Changes for Release 38, Guide Version V3.8.0.0

The following sections are new for this version:

Making Parameters Mandatory and Pushing Them to Devices Pushing SkypeSettings Files to Microsoft Teams Rooms

Major updates have occurred to the following sections:

Supported Device Models Adding Sites Device Managing Features and Their Supported Devices Viewing the Detailed Information of Phone Devices

Changes for Release 37, Guide Version V3.7.0.30 Major updates have occurred to the following sections:

Pushing Firmware to Devices Binding RPS Accounts Manually Synchronizing Devices Automatically Synchronizing Devices

Changes for Release 37, Guide Version V3.7.0.20 From this version, we support manage Wordskpace devices and Yealink USB Connect software.

The following sections are new for this version:

Connecting Workspace Devices Updating Software of USB Devices Managing USB Software

Major updates have occurred to the following sections:

| Summary of Changes | 9

Supported Device Models Home Page Device Managing Features and Their Supported Devices Adding Devices Editing the Device Information Assigning Accounts to Devices Pushing Configuration Files to Devices Pushing Firmware to Devices Pushing Resource Files to Devices Resetting the Devices to Factory

Changes for Release 37, Guide Version V3.7.0.10

Major updates have occurred to the following sections:

Home Page Capturing Packets Setting the Log Level Download the Device Log

Changes for Release 37, Guide Version V3.7.0.1 Starting from this version, we apply a new user interface design. For other new features, see the following.

The following sections are new for this version:

Auto Provisioning Device Managing Features and Their Supported Devices

Major updates have occurred to the following sections:

Supported Device Models Configuring the Common.cfg File Connecting Phone Devices and Room Systems (Except for MVC/ZVC) Connecting MVC/ZVC Room Systems Device Status Managing Sites Taking the Screenshot of the Device

Changes for Release 36, Guide Version V3.6.0.30

The following sections are new for this version:

Viewing the Devices Statistics Enabling Login Protection

Major updates have occurred to the following sections:

Logging into YMCS Managing SIP Devices-Searching for Devices Pushing Configuration Files to Devices Managing USB Devices-Searching for Devices

| Summary of Changes | 10

Managing Room System-Searching for Devices Viewing the Detailed Information of Phone Devices Adding Firmware Adding Resource Files Adding Configuration Templates Uploading Configuration Files Capturing Packets Viewing Alarms Viewing Call Quality Statistics Assigning the Data Permission Editing the Account Information

Changes for Release 36, Guide Version V3.6.0.20

Major updates have occurred to the following sections:

Supported Device Models Viewing Recordings Taking the Screenshot of the Device

Changes for Release 36, Guide Version V3.6.0.10

The following sections are new for this version:

Resetting the Devices to Factory Enabling Automatic Synchronization Backing up Configuration Files

Major updates have occurred to the following sections:

Adding the Group Configuration Viewing the Information of Connected Accessories Synchronizing Devices Adding and Managing Roles Viewing Alarms

Changes for Release 36, Guide Version V3.6.0.1

The following sections are new for this version:

Deploying YMCS Agent Setting the Device Log

Major updates have occurred to the following sections:

Supported Device Models Port Requirements Adding Devices Viewing the Detailed Information of Phone Devices Adding Timer Tasks Diagnosing Devices

| Summary of Changes | 11

Starting Diagnosing Viewing the CPU and the Memory Status Download the Device Log Viewing Alarms Viewing the Call Data

Changes for Release 35, Guide Version V3.5.0.20

Major updates have occurred to the following sections:

Hardware and Software Requirements Supported Device Models Why the Browser Prompts That the Security Certificate of the Website Is not Trusted When You Access

the Login Page?

Changes for Release 35, Guide Version V3.5.0.10

The following sections are new for this version:

Alarm Statistics Filtering the Alarms Exporting Alarm Records

Major updates have occurred to the following sections:

Supported Device Models Adding Alarm Strategies Managing Alarm Strategies

Changes for Release 35, Guide Version V3.5.0.1

Major updates have occurred to the following sections:

Managing Tasks

Changes for Release 34, Guide Version V3.4.0.10

The following sections are new for this version:

Pushing Configuration Files to Devices Pushing Firmware to Devices Pushing Resource Files to Devices Diagnosing Devices Managing the Site Configuration Setting Parameters Exporting the Packets, Logs, and Configuration Files by One Click Viewing the Account Code

Major updates have occurred to the following sections:

| Introduction of Yealink Management Cloud Service | 12

Logging into YMCS Configuring the Common.cfg File Adding Sites Starting Diagnosing

Introduction of Yealink Management Cloud Service

Yealink Management Cloud Service (YMCS), based on cloud architecture, possesses the centralized deployment, the management, the analysis, the alarm monitoring, the device diagnosis, the account registration, the RPS service, the order management, and other features. The management platform allows enterprise administrators to deploy and configure Yealink devices used in an enterprise, to use the RPS feature to manage the devices.

Browser Requirements Supported Device Models Port Requirements

Browser Requirements YMCS supports the following browsers:

Browser Version

Firebox 55 or later

Chrome 55 or later

Internet Explorer 11 or later

Safari 10 or later

Supported Device Models You can manage the following devices via YMCS:

Note:

Microsoft Teams devices are not available for managing the accounts and viewing the call quality.

Device Types Supported Device Models Version Requirements

T27P/T27G/

T29G/T41P/T41S/T42G/T42S/ T42U/T46G/

T46S/T48G/T48S/T52S/T54S

XX.83.0.30 or later (except for XX.84.0.10). XX represents the fixed number for each device model.

T56A/T58 58.83.0.5 or later.

T53/T53W 95.84.0.10 or later.

Voice Communication Phone

T54W 96.84.0.10 or later.

| Introduction of Yealink Management Cloud Service | 13

Device Types Supported Device Models Version Requirements

T57W 97.84.0.30 or later.

T42U/T43U/T46U/T48U 108.84.0.30 or later.

T30/T30P/T31/T31P/T31G/T33P/ T33G

124.85.0.10 or later.

T53C 96.86.0.20 or later.

T58W 150.86.0.5 or later.

W60B 77.85.0.25 or later.

W70B 146.85.0.20 or later.DECT Phone

W90DM 130.85.0.20 or later.

CP960 73.83.0.10 or later.

CP920 78.84.0.15 or later.

CP925 149.85.254.26 or later.

CP965 148.85.254.31 or later.

Conference Phone

CP935W 143.85.254.32 or later.

Video Phone VP59 91.283.0.10 or later.

CP960 73.30.0.10 or later.

MP54, MP56, MP58 122.30.0.10 or later.Zoom Phone

VP59 91.30.0.20 or later.

T41S/T42S/T46S/T48S 66.9.0.45 or later (except for 66.9.0.46).

T58/T56A/T55A 55.9.0.6 or later.

CP960 73.8.0.27 or later.

MP56 122.9.0.1 or later.

Microsoft Skype for Business Desk Phone

MP54/MP58 122.9.0.5 or later.

CP960 73.15.0.20 or later.

T56A/T58 58.15.0.20 or later.

T55A 58.15.0.36 or later.

VP59 91.15.0.16 or later.

MP56 122.15.0.9 or later.

MP54/MP58 122.15.0.25 or later.

MP52 145.15.0.4 or later.

Microsoft Teams Desk Phones

VC210 118.15.0.20 or later.

MeetingBar A20 133.15.0.20 or later.Microsoft Teams Collaboration Bar MeetingBar A30 133.15.0.42 or later.

Zoom Rooms Collaboration Bar MeetingBar A20/A30 133.30.0.35 or later.

| Introduction of Yealink Management Cloud Service | 14

Device Types Supported Device Models Version Requirements

MVC500/MVC800/MVC300/ CP960-UVC Zoom Rooms Kit/ VP59 Zoom Rooms Kit

XX.11.0.10 or later.

MVC840/MVC640/MVC940 262.410.0.10 or later.

MVC400 2.2.23.0 or later.

Microsoft Teams Room System/Zoom Rooms Kit

(MVC/ZVC Room System)

MVC320 105.422.0.10 or later.

VC200/VC500/VC800/VC880 XX.32.10.25/XX.32.0.25 or later. XX represents the fixed number for each device model.

PVT950/PVT980 1345.32.10.40 or later.

PVT940/PVT960 120.43.0.25 or later.

VP59 91.332.0.10 or later.

MeetingEye 600/MeetingEye 400 120.43.0.5 or later.

MeetingEye 800 129.351.0.10 or later.

VC200-E/VC210 Pro 118.50.0.10 or later.

VC210 118.43.0.1 or later.

PVT920 118.351.0.1 or later.

VC Room System

MeetingBar A20/A30(Tencent) 133.50.400.11 or later.

RoomCast 144.350.0.20 or later.

RoomPanel (VCS) 147.510.0.10 or later.

RoomPanel (Teams) 147.15.0.7 or later. Intelligent Room Device

RoomPanel (Zoom) 147.30.0.10 or later.

BH72, BH76, BT50, CP700, CP900. MP50, UH33 E2, UH34, UH36, UH38, UVC20, UVC34, UVC80, WH63, WH66, WH67

The software version of Yealink USB connect should be higher than 0.33.32.0.

USB Device

BT51 The software version of Yealink USB connect should be higher than 0.34.0.10.

Port Requirements You need to open 6 ports for YMCS: 443, 9989, 8446, 80, 8443, and 8445. We do not recommend that you modify these ports.

Port Description

443 It is used for accessing the device

management platform and reporting the device information to the platform via HTTPS.

| Getting Started | 15

Port Description

9989 It is used for the phone to

download the configuration files.

8446 It is used for mutual authentication between YMCS and the devices when pushing the configuration,

the firmware, and the resource files to the devices.

80 It is used for accessing the platform via HTTP.

8443 It is used for calling the API

of YMCS for RPS Enterprise.

8445 It is used for calling the API of YMCS for Enterprise.

Getting Started

Logging into YMCS Home Page Logging out of YMCS

Logging into YMCS The accounts YMCS for enterprise are created by superior channels, and you can get the login username and password from the email.

Procedure

1. Enter the address of YMCS (https://ymcs.yealink.com) in the browser address box, and then press Enter.

2. Select the desired language from the drop-down menu of Language in the top-right corner.

3. Enter your username and the password.

4. Click International to select the desired site.

| Getting Started | 16

5. Click Login.

6. If you register the enterprise account and the channel account with the same email, select the desired account to log in.

7. If you want to enable the login protection feature for dual identify authentication, refer to Enabling Login Protection.

8. If you log into YMCS for the first time, the system will remind you to change the password, click Change to go to the homepage.

Note: If you enter the correct username and password, but you fail to log in. You can change the site and log in again.

| Getting Started | 17

Home Page After logging into YMCS, you can see the home page (take the home page after subscribing to the advanced package as an example) displayed as below:

Number Description

1 The platform name.

2 Select a site.

3

: you have authorized a channel to manage your platform for you.

: you do not authorize any channel to manage your platform for you.

For more information, refer to Authorizing/Un-authorizing the Management to the Channel.

4 Display number of unread alarms and the type of alarms.

5 Go to the website of Yealink Support to download documents.

6 If your enterprise has subscribed the workspace management service, click to go to the Workspace Management platform. Otherwise, this item is not displayed.

7 Go to the page of setting the administrator account. You can also change the desired display language. Now, we support Simplified Chinese, English, Espaol, Portugus (Brazil), and Deutsch.

8 Navigation pane.

9 Overview:

Display the number of devices, accounts, sites, and calls. Click the desired module to go to the corresponding module.

| Deploying YMCS Agent | 18

Number Description

10

Status:

Select a device type. Display the number of online, offline, and invalid devices. Click the corresponding device status to go to the page that lists the devices of this

status.

11 Device Type:

Select a device type. Display the number of devices in each model. Click the corresponding model to go to the page that lists the devices in this model.

12 Call Quality:

Display the number of calls with good, bad or poor call quality. You can click the desired module to view the call statistics.

Note: It is not available for the basic package. You can contact your distributor/ reseller to subscribe to the advanced package if you need. You can view the details of the subscribed package on the page of Managing Orders.

13 Unhandled Alarms:

Display the number of critical, major, and minor alarms. Click the corresponding alarm level to go to the page that lists the alarm in this level.

Note: It is not available for the basic package. You can contact your distributor/ reseller to subscribe to the advanced package if you need. You can view the details of the subscribed package on the page of Managing Orders.

Logging out of YMCS

Procedure

Hover your mouse on the account avatar in the top-right corner, and click Exit. You will log out of the current account and return to the Login page.

Deploying YMCS Agent

This chapter introduces how to install and deploy YMCS Agent.

If your enterprise deploying YMCS Agent, you can enjoy the following features:

You can connect devices to Agent and get the firmware or resource files on Agent, thereby improving the access speed.

The device log can be saved on Agent for 7 days.

Basic Requirements of Hardware and Software Port Requirements Installing Agent Integrating Agent with YMCS

| Deploying YMCS Agent | 19

Connecting Device to Agent Managing Agent Uninstalling Agent

Basic Requirements of Hardware and Software

For virtual machine, we support VMware ESXi in version 6.5 or later. For Linux operating system, we support CentOS7.5 and CentOS8.1.

Requirements for installing Agent:

Table 1: Basic Requirements of Hardware

Device Quantity CPU RAM Hard Drive Outbound Bandwidth

0~5000 Dual core ,

2.4 GHz 4 GB 50G 10M

5000~20000 Quad-core ,

2.4 GHz 8 GB 50G 50M

Note: The above requirements of hard drive is only used for deploying Agent. For storing logs and the firmware or resource files, you need to create two individual partitions. For more information, refer to Installing Agent.

Port Requirements You need to open port 80 and 9990 for YMSC Agent. We do not recommend that you modify these ports.

Table 2: Port Requirements

Port Description

80 It is used for accessing Agent via HTTP.

9990 It is used for connecting the phone to Agent.

Installing Agent

Before you begin You should configure your environment for installing Agent as below:

Create two individual partitions (fox example, vdb or vdc) for storing the log and the firmware or resource files respectively. First of all, add two hard drives to the virtual machine, and then run the following commands.

echo '- - -' > /sys/class/scsi_host/host0/scan ##San the added hard drives## lsblk ##Check whether the hard drives are added successfully##

| Deploying YMCS Agent | 20

Run the following commands to create two folders for storing the log and the firmware or resource files respectively. You can customize the names for the two folders.

mkdir /data/log ##/data/log is the directory for saving the log## mkdir /data/resource ##/data/resource is the directory for saving the firmware or resource files##

Run the following commands to mount partitions.

mkfs.xfs /dev/vdb ##Format the partition and vdb is the name of the partition for storing device logs under the directory of /dev/## mkfs.xfs /dev/vdc ##Format the partition and vdc is the name of the partition for storing firmware or resource files under the directory of /dev/## mount /dev/vdb /data/log ##Mount the partition to the directory of /data/log## mount /dev/vdc /data/resource ##Mount the partition to the directory of /data/resource## df -h ##Check whether you succeed in mounting the partition##

The above mounted partitions become invalid if you reboot the system. Edit the fstab file in the directory of /etc/, add the following commands to the file to realize automatic mounting after rebooting.

/dev/vdb /data/log xfs defaults 0 0 /dev/vdc /data/resource xfs defaults 0 0

Procedure

1. Click System Management > Agent Management > Download Agent to download the installation package.

2. Use SecureCRT to go to the command interface of the root account via SSH.

3. Run the following command to go to the directory (/usr/local).

cd /usr/local

4. Run the command rz and upload the desired installation package on the pop-up window.

yum install -y lrzsz rz

5. Unzip the installation package:

tar zxvf DM_AGENT-release-x.x.x.x.tar.gz ##unzip the installation package (change x.x.x.x to the version number you want to install)## cd yealink_install/ ##go to the installation directory## tar zxvf install.tar.gz ## nzip the installation script##

6. Install Agent:

cd /usr/local/yealink_install/

| Deploying YMCS Agent | 21

./install

Enter the Agent address, the directory for storing log, and the directory for storing the firmware and resource files respectively according to the prompts.

Note: If it prompts installation failed, check the following:

a. Check whether you succeed in mounting the partition.

| Deploying YMCS Agent | 22

b. Check whether you correctly configure the parameters in the install.conf file in the directory of /usr/local/yealink/data/. When you are installing Agent, the parameters with yellow frame in the following picture will be written to the configuration file.

Integrating Agent with YMCS

Procedure

1. Open a browser and enter the Agent IP address in the address bar.

2. Enter the username (default: admin) and the password (default: admin) and click Login.

3. Click Go to Integrate.

| Deploying YMCS Agent | 23

4. Enter the username and password of YMCS and click Bind.

The page is displayed as below when you succeed in integrating Agent with YMCS:

| Connecting to YMCS | 24

Connecting Device to Agent If you deploy Agent in your enterprise, you can connect devices to YMCS via Agent. The address that the devices are connected to Agent is http://AgentIPaddress/agent.cfg. The method for connecting devices to Agent is the same as the one of YMCS, refer to Connecting to YMCS.

Managing Agent

Procedure

1. Click System Management > Agent Management.

The page displays all the integrated Agent and each enterprise can integrate with 10 Agent at most.

2. Do one of the following:

Click to view the Agent status and you can enable or disable the feature of 7-Day Log.

Click to cancel the integration with the enterprise. After that, you cannot integrate the Agent with

any enterprises unless you uninstall Agent (Uninstalling Agent) and install it again. Click to delete the records.

Click to reset the password of Agent.

Uninstalling Agent

Procedure

1. Log into CentOS as the root user and open the terminal.

2. Run the command:

cd /usr/local/yealink_install ./uninstall

3. According to the prompts, enter the password Yealink1105. Agent will be uninstalled from CentOS.

Connecting to YMCS

Before using YMCS to manage devices, you need to connect the devices to YMCS.

Connecting Phone Devices and Room Systems (Except for MVC/ZVC) Connecting USB Devices Connecting MVC/ZVC Room Systems

| Connecting to YMCS | 25

Connecting Workspace Devices

Connecting Phone Devices and Room Systems (Except for MVC/ZVC) The devices are redirected to YMCS through the RPS feature by default, and will be automatically connected to YMCS after powered on. If the automatic deployment fails, you need to manually deploy the devices.

Before you begin

Note: Note that the firmware version of the device should meet the requirement of connecting to YMCS. Otherwise, you should upgrade the device firmware first.

Procedure

1. If there is a provisioning server you are using in your environment, configure the common cfg file (refer to Configuring the Common.cfg File).

2. If there is no provisioning server, you need to configure the devices to obtain the provisioning server address in one of the following ways:

DHCP option 66, 43, 160 or 161.

The DHCP option must meet the following format: https://dm.yealink.com/dm.cfg. Configuring the Server Address, and deploy a single phone.

3. If you are a RPS user, you can use the RPS feature to deploy the devices.

Results The device will be successfully connected to YMCS.

Note:

1. If the device is disconnected from YMCS, you need to reboot it to reconnect it to YMCS. 2. After the device is automatically connected to YMCS through RPS feature, the RPS feature is

disabled automatically.

Overview of Device Deployment and Management Configuring the Common.cfg File Deploying Devices via YMCS for RPS Enterprise Configuring the Server Address

Related concepts Supported Device Models

| Connecting to YMCS | 26

Overview of Device Deployment and Management The processes of the device deployment and management are shown as below:

Configuring the Common.cfg File If you want to use your auto-provisioning server to deploy devices but your firmware versions are lower than the requirement of YMCS, you need to upgrade the device firmware first and connect them to YMCS. For easy deployment, you can configure the parameters of upgrading the firmware and the access URL of YMCS in the Common.cfg file.

Procedure

1. Open the Common.cfg file of the corresponding device.

2. If your device firmware does not support the YMCS, upgrade the firmware of the device.

| Connecting to YMCS | 27

3. Configure the URL of the auto-provisioning server to connect the devices to YMCS.

4. Optional: Add the following configuration to your Common.cfg file, to make the device automatically connected to the corresponding site of the desired enterprise.

Note:

Only the specific device and firmware version support this feature. For detailed information, contact Yealink technical support engineers.

The supported device and firmware version are as below:

Device Type Model Version

W60B 77.85.0.25 or laterDECT Phone

W70B 146.85.0.20 or later

T27G 69.86.0.5 or later

T30, T30P, T31, T31P, T31G, T33P, T33G

124.86.0.5 or later

T41S, T42S, T46S, T48S 66.86.0.5 or later

T41U, T42U, T46U, T48U 108.86.0.10 or later

Desk Phone

T53, T53C, T53W, T54W, T57W 96.86.0.10 or later

CP960 73.86.0.5 or laterConference Phone

CP920 78.86.0.10 or later

Video phones VP59 91.86.0.5 or later

For Zoom Rooms Collaboration Bars

MeetingBar A20, MeetingBar A30 133.30.0.35 or later

The priority (the devices automatically connected to the site) in the descending order is site IP setting (see Adding Sites), and then the site setting in the Common.cfg file.

5. Save the file.

Results After auto-provisioning, the devices will be connected to YMCS. Related concepts Supported Device Models

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Related tasks Viewing the Account Code

Deploying Devices via YMCS for RPS Enterprise If you deploy the device through the RPS management platform for the first time, after the devices are powered on and connected into the network, the RPS management platform pushes the address of YMCS (https://dm.yealink.com/dm.cfg) to the devices so that they can be connected to YMCS.

Procedure

1. Log in to YMCS for RPS Enterprise.

2. On the Server Management page, add the server URL.

3. On the Device Management page, add or edit the device information. After the device sends an RPS request, the device will be connected to YMCS.

Note: You can use the RPS feature on YMCS in the version 3.4.0.0 or later, for more information, refer to Managing RPS.

Related tasks Logging into YMCS Adding Servers Adding Devices Importing Devices

Configuring the Server Address Before deploying the device, if the DHCP server is not available, you need to configure the server address to make the device connected to YMCS.

Procedure

1. Log into the web user interface of the device.

2. Click Settings > Auto Provision.

3. Enter the provisioning server URL in the Server URL field.

The URL should be set as https://dm.yealink.com/dm.cfg.

4. Click Auto Provision Now. The device will be connected to YMCS successfully.

Connecting USB Devices

Before you begin Install USB Device Manager client on the PC that is connected to the USB device.

About this task

For more information about the configuration of USB Device Manager client, refer to Yealink USB Device Manager Client User Guide.

Procedure

Open USB Device Manager client, go to Config DM Server, and complete the correspond configuration. The device will be connected to YMCS automatically.

| Managing Devices | 29

Connecting MVC/ZVC Room Systems

About this task

For more information about deploying Room System, refer to Yealink RoomConnect User Guide.

Procedure

On your MTouch, open Yealink RoomConnect, go to Remote Management, and configure the related parameters. The device will be connected to YMCS automatically.

Connecting Workspace Devices

Before you begin

For RoomPanel (VCS), make sure that your enterprise has subscribed to the Workspace Management service.

Procedure

1. Do one of the following to perform auto-provision:

Model Supported Connecting Method

RoomPanel (VCS), RoomPanel (Teams) and RoomCast

Configuring the Common.cfg File Configuring the Server Address

2. Reboot the device.

3. Add the device to the device list on the platform.

Model Supported Connecting Method

RoomPanel (VCS) On your RoomPanel, log into the YMCS enterprise account.

RoomPanel (Teams) and RoomCast On the YMCS platform, add devices.

Results You can see the device on the device list and its status is online.

Managing Devices

After connecting devices to YMCS, you need to add the devices so you can see them in the device list. You can manage phone devices, USB devices, room systems, and workspace devices (available from version 37 SP2).

Note:

Phone devices include

The maximum number of devices that you can manage on YMCS depends on the number in the package you purchased from the reseller or the distributor. You are not able to add new devices once the upper limit is reached. When some of your invalid orders cause some of the devices

| Managing Devices | 30

unable to manage, the device status will be invalid and you cannot manage it. If you still want to use this service, contact your superior channel.

Device Status Device Managing Features and Their Supported Devices Adding Devices Importing Devices Editing the Device Information Exporting the Device Information Viewing the Detailed Information of Phone Devices Searching for Devices Assigning Accounts to Devices Setting the Sites Pushing Configuration Files to Devices Pushing Firmware to Devices Pushing Resource Files to Devices Diagnosing Devices Enabling/Disabling DND Sending Messages to Devices Rebooting Devices Resetting the Devices to Factory Deleting Devices Auto Provisioning Viewing the Information of Connected Accessories Viewing the Devices Statistics Updating Software of USB Devices

Device Status Before managing devices, you can familiarize yourself with the device status.

Status Description

Online The device is connected to YMCS.

Offline The device is disconnected from YMCS.

Invalid The server license expires, or the number of the devices reported to the platform exceeds the number allowed in the license.

Device Managing Features and Their Supported Devices Following is the available features and their supported device type.

Supported Feature Devices

Adding Devices Phone device, Room System,Workspace device

Importing Devices Phone device, Room System,Workspace device

Exporting the Device Information Phone device, Room System, USB device,Workspace device

Editing the Device Information Phone device, Room System, USB device, Workspace Device

| Managing Devices | 31

Supported Feature Devices

Viewing the Detailed Information of Phone Devices

Phone device

Searching for Devices Phone device, Room System, USB device, Workspace Device

Assigning Accounts to Devices Phone device, Room System (only applicable to VC Room System and Zoom Rooms Kits)

Setting the Sites Phone device, Room System, USB device, Workspace Device

Pushing Configuration Files to Devices

Phone device, Room System (only applicable to VC Room System), USB device, Workspace device

Pushing Firmware to Devices Phone device, Room System, USB device, Workspace Device

Pushing Resource Files to Devices Phone device, Room System (only applicable to VC Room System), USB device, Workspace Device

Diagnosing Devices Phone device, Room System, Workspace device, USB device

Enabling/Disabling DND Phone device, Room System (only applicable to VC Room System)

Sending Messages to Devices Phone device, Room System (only applicable to VC Room System)

Rebooting Devices Phone device, Room System, Workspace Device

Resetting the Devices to Factory Phone device, Room System, Workspace Device

Deleting Devices Phone device, Room System, USB device, Workspace Device

Auto Provisioning Phone device

Viewing the Information of Connected Accessories

Room System

Updating Software of USB Devices USB device

Adding Devices After you connect the devices to YMCS, you need to add the devices so you can see them on the device list.

About this task

Note:

You do not need to add USB device after connecting them to YMCS. If you deploy Agent and use it to connect devices to YMCS, you do not need to add devices.

Procedure

1. Click Device Management > Phone Device/Room System/Workspace Device > Add device.

| Managing Devices | 32

2. Set and save the parameters.

Take the image of phone device as an example.

3. Optional: On the right side of the Bind Account field, click Add, and select an account and the account type to assign the account to the device.

Note:

This parameter is only applicable to phone devices. For Teams phones with Hybrid mode enabled, you can assign SIP accounts to them.

4. Optional: If you want to use the RPS feature on YMCS, enable Synchronize to RPS, and set the related parameters of RPS.

If you already have an RPS account, you can Binding RPS Accounts first, and enable Synchronize to RPS. After that, the device on YMCS will be synchronized with the devices on the RPS device management platform.

Related tasks Assigning Accounts to Devices Adding Accounts Setting the Sites

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Importing Devices If you want to add devices quickly, you can import them in batch. You need to download the template, edit the devices information in the template and then import the template to YMCS.

About this task

Before deploying the device, note the following:

This feature is not applicable to USB devices. If the device MAC address exists, the imported template will cover the previous account information, if

you need to add new accounts, follow the note in the template. Only one account can be assigned to the SfB device, if there are multiple accounts, the first account is

used by default. The number of accounts that can be linked to each device is different. If the number of accounts

exceeds the limit, the exceeded accounts cannot be added by default. If a device with an account assigned to exists on the platform, and you import another device of the

same model, the account information of the former device will be removed. If you enable Synchronize to RPS, make sure you enter the name of the server that you have already

added.

Procedure

Click Device Management > Phone Device/Room System/Workspace Device > Import.

Editing the Device Information You can edit the device name and the site, or re-assign an account to the device.

Procedure

1. Click Device Management > Phone Device/USB Device/Room System.

2. Click beside the desired device.

| Managing Devices | 34

3. Edit the device information and save it.

Take the image of phone device as an example.

Note: For Teams phones with Hybrid mode enabled, you can assign SIP accounts to them.

4. Optional: If you want to use the RPS feature on YMCS, enable Synchronize to RPS, and set the related parameters of RPS.

If you already have an RPS account, you can Binding RPS Accounts first, and enable Synchronize to RPS. After that, the device on YMCS will be synchronized with the devices on the RPS device management platform.

Related tasks Adding Accounts Setting the Sites

Exporting the Device Information You can export the basic information of phone device, USB device, room system, and Worksapce devices.

Procedure

Click Device Management > Phone Device/USB Device/Room System/Worksapce Device > Export.

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Viewing the Detailed Information of Phone Devices You can view the device information, including the MAC address, the model, the name, the IP, the firmware version, the status, the site , the report time and so no. You can customize the desired information. If you deploy Agent in your enterprise, you can also view the connecting status between devices and Agent.

Procedure

1. Click Device Management > Phone Device.

2. Click on the right side of the page and select the desired filter.

3. Click beside the desired device.

Note:

Since the release of V3.6.0.30, YMCS will present the device online time (under the Status tab) after the device is connected.

Click the Configuration tab to view the mandatory parameters (blue font) inherited by the device.

Related concepts Device Status

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Searching for Devices You can use the search bar or the filters to search for the desired devices.

Procedure

Click Device Management > Phone Device/USB Device/Room System.

The search results are displayed in the device list.

Assigning Accounts to Devices You can assign accounts to the device and YMCS will push the account information to the device.

About this task

This feature is only applicable to phone devices and room system (not including MVC devices).

Procedure

1. Click Device Management > Phone Device/Room System.

| Managing Devices | 37

2. Click beside the desired device, edit and save the corresponding parameter.

Take the image of phone device as an example.

The account information is sent to the device.

Note:

When the device is offline, the account information will not be push to the device. When the device is online, it will be pushed.

You can also see the account information you configure for the devices in other platforms on YMCS.

Related tasks Adding Accounts

Setting the Sites When editing the device information, you can edit the site which the device belongs to. You can put one device to a site or put multiple devices to the same site.

Procedure

1. Click Device Management > Phone Device/USB Device/Room System/Workspace Device.

2. Select the corresponding devices and click Site Settings.

| Managing Devices | 38

3. In the pop-up window, select the desired site and click OK.

Note: After setting the site, you can see the task details, refer to Viewing Executed Tasks.

Related tasks Adding Sites

Pushing Configuration Files to Devices You can push the configuration files to one or multiple devices.

Before you begin If there are no desired configuration files, you can refer to Managing the Device Configuration to add one first.

About this task

Note:

When the device is in a call, the configuration file will not be pushed until the call is finished. When the device is offline or invalid, the configuration file cannot be pushed. When the device is online, the configuration file will be pushed.

For more information about the device status, refer to Device Status.

Procedure

1. Click Device Management > Phone Device/USB Device/Room System/Workspace Device.

2. Select the corresponding devices and click Update Configuration File.

3. In the pop-up window, select the desired update content and the execution mode, then click OK.

Note:

If you select Update CFG by model template and both the current site and the parent site have site configuration, the devices access both the configuration. The priority of the configuration in ascending order is the parent site and the current site.

After updating the configuration file, you can see the task details, refer to Viewing Executed Tasks.

Related concepts Managing the Device Configuration

Pushing Firmware to Devices You can push the firmware to one or multiple devices.

Before you begin If there is no desired firmware, you need to Adding Firmware.

About this task

When the device is in a call, the firmware will not be pushed until the call is finished. When the device is offline or invalid, the firmware cannot be pushed. When the device is online, the firmware will be pushed.

For more information about the device status, refer to Device Status.

| Managing Devices | 39

Procedure

1. Click Device Management > Phone Device/USB Device/Room System/Workspace Device.

2. Select the corresponding devices and click Update Firmware.

3. In the pop-up window, select the desired firmware version and the execution mode, then click OK.

Note:

You can select the corresponding firmware for each device model. If you select Official Version, the firmware is provided by Yealink. You can also select Custom Version to select the firmware uploaded by your enterprise.

After updating the firmware, you can see the task details, refer to Viewing Executed Tasks.

Related concepts Managing Firmware

Pushing Resource Files to Devices You can push resource files to one or multiple devices.

Before you begin If there are no desired resource files, you need to Adding Resource Files.

About this task

When the device is in a call, the resource file will not be pushed until the call is finished. When the device is offline or invalid, the resource file cannot be pushed. When the device is online, the resource file will be pushed.

For more information about the device status, refer to Device Status.

Procedure

1. Click Device Management > Phone Device/USB Device/Room System.

2. Select the corresponding devices and click Update Resource File.

3. In the pop-up window, select the desired resource type and file, select the execution mode, then click OK.

Note:

The resource file you select must be applicable to all the selected devices. Otherwise, the device that not support the resource file fails to update.

After updating the resource file, you can see the task details, refer to Viewing Executed Tasks.

Related concepts Managing Resources

Diagnosing Devices You can diagnose devices. You can diagnose up to 5 devices at the same time.

About this task

Note:

For phone devices, you can diagnose a single device or up to 5 devices at the same time.

| Managing Devices | 40

For USB and room system devices, you cannot diagnose multiple devices at the same time. This feature is not applicable to the offline and invalid devices. For more information about the device

status, refer to Device Status.

Procedure

1. Click Device Management > Phone Device/USB Device/Room System.

2. Diagnose the device.

Diagnose a single device.

Diagnose multiple devices

3. Select the desired diagnostic tool to diagnose the device.

4. After diagnosing, click End Diagnostic.

Related concepts Diagnosing Devices

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Enabling/Disabling DND If your boss doesn't want to be disturbed during the break, you can enable DND for the boss's phone, and then cancel DND during office hours; if you need to make such settings every day, you can set it as a periodic task.

About this task This feature is only applicable to phone devices and VC room systems.

Procedure

1. Click Device Management > Phone Device/Room System.

2. Select the corresponding devices and click More > DND/Cancel DND.

3. In the pop-up window, select the desired execution mode and click OK.

Note: After enabling/disabling DND, you can see the task details, refer to Viewing Executed Tasks.

Sending Messages to Devices If you need to perform operations, for example, updating the firmware for the device, and you want to notify the device owner in advance, you can send a message to the device through YMCS. YMCS supports sending messages to one or multiple devices.

About this task This feature is only applicable to phone devices and VC room systems.

Procedure

1. Click Device Management > Phone Device/Room System.

2. Select the corresponding devices and click More > Send Message.

3. In the pop-up window, set the duration and the message content, then click OK.

Note: After sending the messages, you can see the task details, refer to Viewing Executed Tasks.

Results The message will pop up on the device screen. Take the T48S IP phone as an example:

| Managing Devices | 42

Rebooting Devices This feature is only applicable to phone device and room system.

Procedure

1. Click Device Management > Phone Device/Room System/Workspace Device.

2. Select the corresponding devices and click More > Reboot.

3. In the pop-up window, select the desired execution mode and click OK.

Note: After rebooting the device, you can see the task details, refer to Viewing Executed Tasks.

Resetting the Devices to Factory

About this task

For devices that you have already assigned accounts to, they will automatically obtain the assigned account after reset to factory.

Procedure

1. Click Device Management > Phone Device/Room System/Workspace Device.

2. Select the corresponding devices and click More > Reset to factory.

3. In the pop-up window, select the desired execution mode and click OK.

Note: After resetting the device, you can see the task details, refer to Viewing Executed Tasks.

Results

After you reset the device, the account information, personal settings, or call history on the devices will be deleted.

Note:

After you reset the device, the device status becomes offline on YMCS. You need to re- deploy the device (Connecting Phone Devices and Room Systems (Except for MVC/ZVC)) to make the device connect to YMCS.

If you do not delete the reset devices on YMCS, when the devices are reconnected to YMCS, they will automatically obtain the configuration saved on YMCS.

Deleting Devices

Procedure

1. Click Device Management > Phone Device/USB Device/Room System.

2. Select the corresponding devices and click Delete.

3. Click OK.

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Auto Provisioning You can perform auto provisioning for a single or multiple devices on the platform.

About this task

Note: This feature is only applicable to phone devices.

Procedure

1. Click Device Management > Phone Device > Auto Provision.

2. Select the corresponding devices and click Auto Provision.

3. Set the parameter and click OK.

Note: After performing auto provisioning, you can see the task details, refer to Viewing Executed Tasks.

Results

The device will access the server URL to get the device configuration.

Note: The server URL is the address that you set on the device web user interface. Take VP59 as an example (log into the web user interface as an administrator and go to Settings > Auto Provision).

| Managing Devices | 44

Viewing the Information of Connected Accessories You can view the information of accessories connected to the Room System, including the name, the MAC address, the model, the meeting room name, the IP, the operating system, the status, the site and the report time.

About this task

Note: This feature is only applicable to room system.

Procedure

1. Click Device Management > Room System/Workspace Device.

2. Click the blue font under the Associated Device tab and you can view the detailed information of the associated device of the room system.

| Managing Devices | 45

Viewing the Devices Statistics The Device Statistics page displays the total number of current devices. Through the page, you can also view the statistics of phone devices, USB devices, and room systems, including the number of devices in the same model, the number of devices using the same firmware, the changes of device number/device status over time, and so on.

Procedure

Click Dashboard > Devices Statistics.

Updating Software of USB Devices

About this task

When the device is in a call, the software will not be updated until the call is finished. When the device is offline or invalid, the software cannot be updated. When the device is online, the software will be updated.

Procedure

1. Click Device Management > USB Device.

2. Select the corresponding devices and click Update Software.

3. In the pop-up window, select the desired version resource, software version, and the execution mode, then click OK.

Note:

After updating the software, you can see the task details, refer to Viewing Executed Tasks.

| Managing Firmware | 46

If you select Official Version, the software is provided by Yealink. You can also select Custom Version to select the software uploaded by your enterprise.

Managing Firmware

You can manage all the device firmware on YMCS.

Adding Firmware Sharing Firmware Pushing Firmware to Devices Editing the Firmware Downloading the Firmware Deleting Firmware

Adding Firmware

Procedure

1. Click Firmware Management > Add Firmware.

2. Enter the corresponding information and save it.

| Managing Firmware | 47

Sharing Firmware You can share the desired firmware to others by sending the firmware address. Also, you can get devices to access this address to obtain the firmware by pushing M7 configuration lines.

Procedure

1. Click Firmware Management.

2. Click beside the desired software.

3. Paste and share the address to the desired person.

Pushing Firmware to Devices When you need to update the device firmware, you can push the new firmware to the device. If it is not convenient for the device user to update the device during working time, you can set a timing task.

Procedure

1. Click Firmware Management.

2. Click beside the desired firmware.

3. Select the desired devices in the pop-up window and click Push to Update.

4. Select the desired execution mode.

Tip: You can also select the desired device in the Device List, click Update Firmware, and select the corresponding firmware version to update. For more information, refer to Pushing Firmware to Devices.

Note:

Note that the firmware must be applicable to all selected devices.

| Managing Resources | 48

After updating the firmware, you can see the task details, refer to Viewing Executed Tasks.

Editing the Firmware You can modify the firmware information, for example, the name and the version, or upload a new firmware to replace the old one.

Procedure

1. Click Firmware Management.

2. Click beside the desired firmware.

3. Edit and save the corresponding parameters.

Downloading the Firmware

Procedure

1. Click Firmware Management.

2. Click beside the desired firmware.

Deleting Firmware

Procedure

1. Click Firmware Management.

2. Select the desired firmware.

3. Click Delete.

4. Click OK according to the prompts.

Results After the firmware is deleted, the scheduled task associated with this firmware fails to execute.

Managing Resources

You can add and edit resource files, push resource files to devices or download them to your local system.

Adding Resource Files Sharing Resource Pushing Resource Files to Devices Editing Resource Files Downloading the Resource Files Deleting Resource Files Pushing SkypeSettings Files to Microsoft Teams Rooms

| Managing Resources | 49

Adding Resource Files

Procedure

1. Click Resource Management > Add Resource.

2. Enter the corresponding information and save it.

Sharing Resource You can share the desired resource to others by sending the resource address. Also, you can get devices to access this address to obtain the resource by pushing M7 configuration lines.

Procedure

1. Click Resource Management.

2. Click beside the desired software.

3. Paste and share the address to the desired person

Pushing Resource Files to Devices

Procedure

1. Click Resource Management.

2. Click beside the desired resource.

| Managing Resources | 50

3. Select the desired devices in the pop-up window.

4. Click Push to Update.

5. Select the desired execution mode.

6. Click OK.

Tip: You can also select the desired devices in the Device List, click Update Resource File, and select the corresponding resource type to update.

Note:

The resource file you select must be applicable to all the selected devices. Otherwise, the device that not support the resource file fails to update.

After updating the resource file, you can see the task details, refer to Viewing Executed Tasks.

Editing Resource Files

Procedure

1. Click Resource Management.

2. Click beside the desired resource.

3. Edit the related information of the resource file in the corresponding field.

4. Click Confirm.

Downloading the Resource Files

Procedure

1. Click Resource Management.

| Managing USB Software | 51

2.

Click beside the desired resource.

3. The file will be downloaded to your computer.

Deleting Resource Files

Procedure

1. Click Resource Management.

2. Select the desired resource.

3. Click Delete.

4. Click OK according to the prompts.

Results After the resource is deleted, the scheduled task associated with this resource file fails to execute.

Pushing SkypeSettings Files to Microsoft Teams Rooms You can upload one or multiple SkypeSettings files to customize the console settings of your Microsoft Teams Rooms.

Procedure

1. Configure the XML configuration file. See https://docs.microsoft.com/en-us/microsoftteams/rooms/xml- config-file for more details.

2. Upload the XML configuration file.

Note:

The file should be XML or ZIP format and less than 50M. Each file in the SkypeSettings ZIP file should be named as SkypeSettings_MAC, for example,

SkypeSettings_001565FA0856. The ZIP file name has no limit.

3. Push the XML configuration file to the desired devices.

Note: When creating a scheduled task or selecting a batch of devices to push the SkypeSettings file, the system will search all SkypeSettings files and push them to the corresponding devices.

If the selected devices do not have the corresponding SkypeSettings files, it will prompt update failure. Otherwise, the update will succeed.

Managing USB Software

YMCS allows you add Yealink USB Connect software to the platform and push the software to a batch of USB devices for update. After adding the software, you can add, download, and share the software.

Adding USB Software Sharing USB Software Pushing Software to USB Devices Editing USB Software

| Managing USB Software | 52

Downloading the USB Software Deleting USB Software

Adding USB Software You can add USB software for Windows or macOS.

Procedure

1. Click Software Management > Add Software.

2. Enter the corresponding information and save it.

Sharing USB Software You can share the desired USB software to others by sending the USB software address. Also, you can get devices to access this address to obtain the USB software by pushing M7 configuration lines.

Procedure

1. Click Software Management.

2. Click beside the desired software.

3. Paste and share the address to the desired person.

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Pushing Software to USB Devices

About this task

When the device is in a call, the software will not be pushed until the call is finished. When the device is offline or invalid, the software cannot be pushed. When the device is online, the software will be pushed.

Procedure

1. Click Software Management

2. Click beside the desired software.

3. Select the desired devices in the pop-up window.

4. Click Push to Update.

5. Select the desired execution mode.

6. Click OK.

Tip: You can also select the desired devices in the Device List, click Update Software, and select the corresponding software type to update. See Updating Software of USB Devices.

Note: After updating the software, you can see the task details, refer to Viewing Executed Tasks.

Editing USB Software

Procedure

1. Click Software Management.

2. Click beside the desired software.

3. Edit the related information of the software in the corresponding field.

4. Click Confirm.

Downloading the USB Software

Procedure

1. Click Software Management.

2.

Click beside the desired software.

3. The file will be downloaded to your computer.

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Deleting USB Software

Procedure

1. Click Software Management.

2. Select the desired software.

3. Click Delete.

4. Click OK according to the prompts.

Results After the software is deleted, the scheduled task associated with this software fails to execute.

Managing Accounts

You can manage different devices on YMCS. Different devices may use different types of login accounts, so we divide the accounts into the SFB account, the SIP account, the YMS account, the Cloud account and the H.323 account for better management.

Note: This feature is not applicable to the Room System and the Teams phone.

Adding Accounts Importing Accounts Editing the Account Information Exporting Accounts Deleting Accounts

Adding Accounts

Procedure

1. Click Account Management.

2. In the top-right corner of the page, click Add Account > Add SFB account/Add SIP account/Add YMS account/Add CLOUD account/Add H323 account.

3. Configure the account information.

4. Click Confirm.

Related tasks Assigning Accounts to Devices

Importing Accounts You can import the template to add multiple accounts quickly. You need to download the template, add a batch of accounts, and then import the template to YMCS.

Procedure

1. Click Account Management.

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2. In the top-right corner, click Import > Import SFB account/Import SIP account/Import YMS account/ Import CLOUD account/Import H323 account.

Editing the Account Information

Procedure

1. Click Account Management.

2. Click beside the desired account.

3. Edit the account information.

4. Click Confirm.

Exporting Accounts You can export the basic information of all accounts. The exported files are classified by different account types.

Procedure

1. Click Account Management.

2. In the top-right corner, click Export.

The files are automatically saved to the local system, then you can view the basic information of all accounts.

Deleting Accounts

Procedure

1. Click Account Management.

2. Select the desired accounts.

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3. Click Delete and confirm the action.

If you select Sign out the account from device when delete, the account will be deleted from YMCS and signed out from the device. If you select Sign out the account from device when delete, the account will only be deleted from YMCS but not signed out from the device.

Managing the Device Configuration

You can manage the configuration file by model, by site, by group, or by MAC (device ID) on YMCS, for example, creating or pushing the configuration file.

Introduction of obtaining the configuration:

Method Automatic Manual

Description After the devices are connected to YMCS, the devices can automatically obtain the configuration on YMCS if the following scenario occurs:

When you connect the device to the platform for the first time

When you reset the device

For devices in version 84 or before, you need to enable Synchronize to RPS, and enable Redirection on the devices; for devices in version 84 or later, they can obtain the configuration automatically. For the detailed device version, contact Yealink technical support.

For the devices existing on YMCS, they would not automatically obtain the updated configuration. Therefore, you need to push the configuration to them.

Priority RPS < global < model < parent site < sub-site < MAC (device ID)

The group configuration can only be updated manually.

Note: If you enable the mandatory parameters feature, the priority order is reversed.

The configuration you push later has higher priority.

Managing Model Configuration Managing the Site Configuration Managing the Group Configuration Managing the Single Device Configuration Configuring Global Parameters

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Making Parameters Mandatory and Pushing Them to Devices

Managing Model Configuration You can customize the configuration template according to the device model, that is, one template for one device model configuration. You can update the device configuration by setting the parameters in the template or editing the model configuration in the text.

Adding Configuration Templates Setting Parameters Pushing Configuration to Devices Editing Template Information Downloading the Model File Deleting Templates

Adding Configuration Templates You can add configuration templates to manage the corresponding device models.

Procedure

1. Click Device Configuration > Model Management > Add Template.

2. Set the basic information and click Next step.

3. Select the device model and click Next step.

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4. Set the parameter and click Finish.

Setting Parameters

About this task You can choose one of the following methods to configure the parameters:

Edit parameters in the text: you can edit any parameter supported by the device in the text. Edit parameters on the graphical editing page: you can edit the corresponding template parameters on

the graphical editing page.

Procedure

1. Click Device Configuration > Model Management.

2. Click / on the right side of the desired template.

3. Set the parameters and click Save .

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4. On the pop-up window, select Yes to push the edited configuration immediately, or No to save the edited configuration.

5. Push the selected configuration.

6. Select the desired execution mode.

Note:

If you select At once, the configuration will be pushed to the selected devices immediately. If you select Timing, the configuration will be pushed to the selected devices at the time you

set.

If the edited templates are involved, the scheduled tasks will be executed according to the last template that you edit and save.

Pushing Configuration to Devices You can push the configuration to devices if you have updated the configuration in the text or in the template.

Procedure

1. Click Device Configuration > Model Management.

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2. Click on the right side of the desired template.

3. Push the selected configuration.

4. Select the desired execution mode.

Note:

You can also select the desired devices in the Device List, click Update Configuration File, select Update CFG by model template to update.

After updating the configuration file, you can see the task details, refer to Viewing Executed Tasks.

Editing Template Information You can edit the name and the description of the configuration templates, but you cannot edit the device model.

Procedure

1. Click Device Configuration > Model Management.

2. Click on the right side of the desired template.

3. Edit and save the parameters.

Downloading the Model File You can download the configuration template to your computer to view the configuration parameters.

Procedure

1. Click Device Configuration > Model Management.

2. Click on the right side of the desired template.

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Deleting Templates

Procedure

1. Click Device Configuration > Model Management.

2. Select the desired templates.

3. Click Delete.

4. Click OK according to the prompts.

Results After you delete the template, the scheduled tasks involving this template will fail to execute.

Managing the Site Configuration You can customize and manage the configuration according to the site that the devices belong to. Site configuration applies to all the offline devices in the site and its sub-sites.

Adding Site Configuration Templates Setting Parameters Pushing the Site Configuration to Devices Editing the Site Configuration Template Downloading the Site Configuration Template Deleting Site Configuration Templates

Adding Site Configuration Templates

Procedure

1. Click Device Configuration > Site Configuration > Add Template.

2. Set the site name and click Next.

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3. Set the parameter and click Finish.

Setting Parameters

About this task You can choose one of the following methods to configure the parameters:

Edit parameters in the text: you can edit any parameter supported by the device in the text. Edit parameters on the graphical editing page: you can edit the corresponding template parameters on

the graphical editing page.

Procedure

1. Click Device Configuration > Site Configuration.

2. Click / on the right side of the desired template.

3. Set the parameters and click Save .

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4. On the pop-up window, select Yes to push the edited configuration immediately, or No to save the edited configuration.

5. Select the desired device type and executing mode.

Note:

If you select At once, the configuration will be pushed to the selected devices immediately. If you select Timing, the configuration will be pushed to the selected devices at the time you

set.

If the edited templates are involved, the scheduled tasks will be executed according to the last template that you edit and save.

Pushing the Site Configuration to Devices You can select the desired configuration and push it to all the devices in the corresponding site and the sub-sites.

About this task If the sub-sites have their configuration files, their configuration files will cover the configuration files of their parent sites.

Procedure

1. Click Device Configuration > Site Configuration.

2. Click beside the desired template.

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3. Select the desired device type and executing mode.

Note: After updating the configuration file, you can see the task details, refer to Viewing Executed Tasks.

Editing the Site Configuration Template You can only edit the description of the site configuration template.

Procedure

1. Click Device Configuration > Site Configuration.

2. Click on the right side of the desired template.

3. Edit and save the parameters.

Downloading the Site Configuration Template You can download the configuration template to your computer to view the configuration parameters.

About this task

Procedure

1. Click Device Configuration > Site Configuration.

2. Click on the right side of the desired template.

Deleting Site Configuration Templates

Procedure

1. Click Device Configuration > Site Configuration.

2. Select the desired template.

3. Click Delete.

4. Click OK.

Results After you delete the template, the scheduled tasks involving this template will fail to execute.

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Managing the Group Configuration You can customize the group configuration for different departments of your company (for example marketing department and product department). When you push the configuration, online (registered or unregistered) devices are updated in real time when they receive updates.

Adding the Group Configuration Setting Parameters Editing the Group Configuration Template Pushing the Group Configuration Downloading Configuration File Deleting Groups

Adding the Group Configuration You can add the name and description, select devices and customize the device setting for a group configuration.

Procedure

1. Click Device Configuration > Group Configuration > Add Group.

2. Set the group name, select the device type, and click Next step.

3. Select the desired device to the group.

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4. Set the parameter and click Save and update.

5. Select the desired execution mode and click OK.

Note:

If you select At once, the configuration will be pushed to the selected devices immediately. If you select Timing, the configuration will be pushed to the selected devices at the time you

set. After updating the configuration file, you can see the task details, refer to Viewing Executed

Tasks.

Setting Parameters

About this task You can choose one of the following methods to configure the parameters:

Edit parameters in the text: you can edit any parameter supported by the device in the text. Edit parameters on the graphical editing page: you can edit the corresponding template parameters on

the graphical editing page.

Procedure

1. Click Device Configuration > Group Configuration.

2. Click / on the right side of the desired template.

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3. Set the parameters and click Save .

4. On the pop-up window, select Yes to push the edited configuration immediately, or No to save the edited configuration.

5. Select the desired execution mode and click OK.

Note:

If you select At once, the configuration will be pushed to the selected devices immediately. If you select Timing, the configuration will be pushed to the selected devices at the time you

set.

If the edited templates are involved, the scheduled tasks will be executed according to the last template that you edit and save.

Editing the Group Configuration Template You can edit the name and the description, reselect the devices and reset the device parameters for the group.

Procedure

1. Click Device Configuration > Group Configuration.

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2. Click on the right side of the desired template.

3. Edit and save the parameters.

Pushing the Group Configuration When you need to add or remove devices in your group, you can update the group device and choose to save the group configuration directly or push the parameters to the selected devices immediately.

Procedure

1. Click Device Configuration > Group Configuration.

2. Click beside the desired template.

3. Select the desired device.

4. Select the desired execution mode.

Note: After updating the configuration file, you can see the task details, refer to Viewing Executed Tasks.

Downloading Configuration File You can download the configuration template to your computer to view the configuration parameters.

Procedure

1. Click Device Configuration > Group Configuration.

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2. Click on the right side of the desired template.

Deleting Groups

Procedure

1. Click Device Configuration > Group Configuration.

2. Select the desired group template.

3. Click Delete.

4. Click OK according to the prompts.

Results After you delete the template, the scheduled tasks involving this template will fail to execute.

Managing the Single Device Configuration You can upload, generate, download and export the configuration file, you can also push the backup files to devices.

Uploading Configuration Files Generating Configuration Files Pushing Backup Files to Devices Downloading the Configuration Files Exporting the Configuration Files Deleting Backup Files

Uploading Configuration Files You can update the configuration for one or more devices by uploading the configuration file.

About this task

Note: If the uploaded configuration file is within the data permission range of the current account, the site is displayed as the site to which the device belongs. If the site is displayed as "--", it means that the device has not been added.

Procedure

1. Click Device Configuration > Single Device Configuration > Upload.

2. Upload the desire file and click Confirm.

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Generating Configuration Files You can generate configuration files to back up the configuration on YMCS.

Procedure

1. Click Device Configuration > Single Device Configuration > Generate.

2. Select the desired devices on the pop-up window and click Confirm.

If the device has already generated a configuration file, click Replace to generate a new configuration file.

Results The generated files are in the list as below:

Pushing Backup Files to Devices

Procedure

1. Click Device Configuration > Single Device Configuration.

2. Click beside the desired MAC configuration.

Note: After updating the configuration file, you can see the task details, refer to Viewing Executed Tasks.

Downloading the Configuration Files You can download the backup files to your local system.

Procedure

1. Click Device Configuration > Single Device Configuration.

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2.

Click beside the desired MAC configuration to download the backup to your local system.

Exporting the Configuration Files You can export all device configuration files by one click.

Procedure

1. Click Device Configuration > Single Device Configuration.

2. In the top-right corner, click Export.

This will export all MAC configuration files.

Deleting Backup Files

Procedure

1. Click Device Configuration > Single Device Configuration.

2. Select the desired backup file.

3. Click Delete.

4. Click OK according to the prompts.

Results After you delete the template, the scheduled tasks involving this template will fail to execute.

Configuring Global Parameters The global parameter applies to all devices connected to the device management platform.

Procedure

1. Click Device Configuration > Global Parameters Settings.

2. Set and save the parameters.

Note:

You can also click Save and update, and click OK to update the global parameters to all devices.

After updating the global parameters, you can see the task details, refer to Viewing Executed Tasks.

Making Parameters Mandatory and Pushing Them to Devices If you want to make some parameters unaffected by the configuration update rule, you can make those parameters mandatory. Therefore, devices using those configuration templates will inherit those mandatory parameters.

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About this task

Parameters Update priority

General parameters MAC (device ID) configuration < parent site configuration < sub-site configuration

Mandatory parameters MAC (device ID) configuration > parent site configuration > sub-site configuration

Procedure

1. Click Model Management/Site Configuration.

2. Add or edit a site configuration (add or edit a model configuration).

3. In the graphical editing page, select the check box in the right side beside the selected parameter and click Finish.

4. Click to push the mandatory parameters to the desired devices.

Tip: If you want to see whether the device inherits the mandatory parameters or not, see device details.

Results

1. Devices using those configuration templates will inherit those mandatory parameters.

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2. If you set some parameters in the parent site configuration templates, the sub-site configuration templates will inherit those mandatory parameters. Moreover, those mandatory parameters in the sub- site templates cannot be edited, as shown as below.

Managing Sites

You can set sites according to your enterprise organization, and manage the devices in the same site.

Note: The default site named after your company name is added when the system is initialized.

Adding Sites Importing Sites Exporting Sites Managing Sites

Adding Sites You can add site according to the specific IP range or your enterprise organization or location.

About this task

Note:

The priority (the devices automatically connected to the site) in the descending order is site IP setting, the site setting in the Common.cfg file, the site setting in importing a batch of devices.

When a device is in the IP range of a sub-site and a superior site, the device goes to the sub-site with priority.

For sites at the same level, if site A is configured with both the public and the private IP while the site B is configured with only the public IP, the device goes to site A with priority.

Procedure

1. Click Site Management > Add Site.

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2. Set and save the parameters.

Tip: You can enter 0.0.0.0 in the Public IP field, which means all IP addresses are acceptable.

3. Optional: If you want to make the devices under this site not affected by the IP rules set by other sites, click Advanced Settings and select the check box of All added devices of this site will not be removed automatically according to IP rule.

Results After adding sites, you can move devices to the site and manage the devices. Setting site IP makes the devices automatically assigned to the corresponding site if the device IP addresses are in the site IP range.

Importing Sites You can import a template to add multiple sites quickly. You need to download the template, edit the information in the template and then import the template to YMCS.

Procedure

Click Site Management > Import.

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Exporting Sites You can export the site information to edit them, and import the edited information to the platform to manage multiple sites quickly.

About this task

If you are a sub-administrator, the site range you can export depends on the data permission the enterprise administrator assigns to you.

Procedure

Click Site Management > Export.

Managing Sites After adding or import site, you can edit the site name/IP, organize or delete the site.

Procedure

1. Click Site Management.

2. Hover your mouse on the desired site, click , and do one of the following:

Click the desired site and drag the site to the desired position.

Note:

For site of the same level, you can move the site up or down but cannot change its parent site, one position at a time.

When you move a site that has sub-sites, the whole sub-tree is moved. Select Edit to edit the site information. Select Add Site to add sub-site under the selected site. Select Positive Order rearrange the site in alphabetical order. If you want to cancel the positive

order, select Cancel. Select Delete to delete the site. Note that if the site or its sub-site has devices, you cannot delete the

site.

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Managing Tasks

The Scheduled Task page displays the added scheduled tasks and allows you to add, view, or edit scheduled tasks on this page. The Executed Task page displays the executed tasks and allows you to view all the executed tasks, view the details of the failed execution, and retry the failed tasks.

Execution mode

At once: the task is executed immediately. Timing: the task is executed at the time you set.

Tasks and Rules

Update resource file: you can only push one file of the same resource type at a time. Only the resource file supported by the selected device can be pushed.

Upgrade firmware: if you select devices of different models, only the firmware applicable to all the devices can be pushed.

Update config file:

Update CFG by model template: the system will push the configuration of the corresponding model template to the selected device. If the corresponding model temple does not exist, no push is performed.

Update CFG by factory defaults: the system will push the system default configuration to the selected device.

DND/Cancel DND: DND is enabled or disabled for the registered accounts you select on the selected device.

Push global parameters: the system will push the global parameter to the selected devices.

Send message: the system will send messages to the selected devices. Reboot/Reset to factory: the system will reboot the selected devices or reset the

selected devices to factory. Update site configuration: the system will push the site configuration you select to

the selected devices. Update group configuration: the system will push the group configuration you select

to the selected devices. Push MAC config: the system will push the MAC configuration you select to the

selected devices.

Adding Timer Tasks Editing Scheduled Tasks Pausing or Resuming Scheduled Tasks Ending Scheduled Tasks Searching for Scheduled Tasks Viewing Timer Tasks Viewing Executed Tasks Searching for Executed Tasks

Adding Timer Tasks

Procedure

1. Click Task Management > Scheduled Task > Add Scheduled.

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2. Set the task name, the executing type and time, then click Next step.

3. Select the device type and device range, then click Next step.

4. Select the task type and click Finish.

Tip: If your country supports DST, you can enable or disable DST in the field of Time Zone.

Note:

If you add multiple tasks for one device, those tasks are lined up to run in order of their configured execution time.

If the device is offline, the task will not be executed. If the device is reconnected to YMCS before the task expires, the task will be executed.

Related tasks Editing Scheduled Tasks Pausing or Resuming Scheduled Tasks Ending Scheduled Tasks Viewing Timer Tasks

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Viewing Executed Tasks

Editing Scheduled Tasks You can edit the scheduled tasks in the status of pending or suspending, but you cannot edit the tasks in the status of executing or finished.

Procedure

1. Click Task Management > Scheduled Task.

2. Click beside the desired task.

3. Edit and save the parameters.

Tip: If your country supports DST, you can enable or disable DST in the field of Time Zone.

Pausing or Resuming Scheduled Tasks You can pause or resume the periodic scheduled tasks. After resumed, the task can still be executed according to the time.

Procedure

1. Click Task Management > Scheduled Task.

2. Click / beside the desired task to pause/resume the task.

Ending Scheduled Tasks If you end the executing scheduled task, the task can still be executed until it is finished. If you end the periodic scheduled task, they will no longer be executed.

Procedure

1. Click Task Management > Scheduled Task.

2. Click on the right side of the desired task to end the task.

Note: If you end the scheduled task before the task execution time (for the periodic scheduled task, before the first execution time), the task would not be displayed in the page of Executed Task.

Related tasks Viewing Timer Tasks Viewing Executed Tasks

Searching for Scheduled Tasks You can search for scheduled tasks by entering the task name or selecting the execution result.

Procedure

Click Task Management > Scheduled Task.

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Results The search results are displayed in the list.

Viewing Timer Tasks

Procedure

1. Click Task Management > Scheduled Task.

2. Click the desired task name or click beside the desired task name.

Results It goes to the Executed task page and you can view the execution details.

Viewing Executed Tasks You can view the task details including the type, the time and the related device information. If the task is failed or executed exceptionally, you can check the reason or re-execute the task.

Procedure

1. Click Task Management > Executed Task.

2. Click beside the desired task name.

3. Optional: Select the exceptional devices, and then click Retry to re-execute the task.

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Searching for Executed Tasks You can search for executed tasks by directly entering the task name or selecting the start time and the end time.

Procedure

Click Task Management > Executed Task.

Results The search results are displayed in the executed task list.

Diagnosing Devices

You can troubleshoot the device by using the log files and the captured packet and so on. Make sure that the device is connected to YMCS before you diagnose the device. You can diagnose up to 5 SIP devices at the same time. This feature is not applicable to USB devices and Room System devices.

Note: The device diagnosis is the advanced feature, not supported by the basic package. If you want to use the advanced features, you can contact your distributor/reseller to subscribe to the advanced package. You can view the details of the subscribed package on the page of Managing Orders.

Start Diagnosing Exporting the Packets, Logs, and Configuration Files by One Click Capturing Packets Diagnosing the Network Exporting System Logs Exporting the Configuration Files Viewing the CPU and the Memory Status Viewing Recordings Taking the Screenshot of the Device Setting the Log Level Download the Device Log Backing up Configuration Files

Start Diagnosing

About this task

Note:

Currently, diagnosing multiple devices only applies to phone devices. Up to 5 phone devices can be diagnosed at the same time.

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This feature is not applicable to the offline and invalid devices. You can diagnose the same devices at the same time except for capturing packets. The later

request of capturing packets will automatically disable the former one.

Procedure

Diagnose a single/multiple devices.

Take the image of phone device as an example.

Exporting the Packets, Logs, and Configuration Files by One Click You can use the One-click Export feature to export the packets, logs, and configuration files of one or multiple devices at the same time.

Procedure

1. On the Device Diagnostics page, click One-click Export.

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2. Set the parameters and click Start Capture.

3. Reproduce the problem during the packet capturing.

4. If you finish reproducing the problem, click End Capture and the file is generated automatically.

5. Click Download to download the files to your local system.

Capturing Packets

About this task Here, we list some frequently used rules for packet capturing.

String Example Introduction

host IP host 10.81.36.16 Only see the incoming and outgoing traffic of a specific IP.

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String Example Introduction

Port number port 90 Only see the incoming and outgoing traffic of a specific port.

Portrange value1- value2

portrange 21-23 Only see the traffic belonging to a specific port range.

tcp port 23 and host IP tcp port 23 and host 10.81.36.16.

Check who controls the phone via telnet.

port 80 / Check the packets of the requests received and the responses sent by your phone web user interface.

net IP/mask net 10.91.33.0/24 Only capture the packet from the resource IP address or the destination IP address.

src host 10.81.36.16 Only capture the packet send by the IP 10.81.36.16.

src port 80 Only capture the packet send by port 80.

src

src portrange 21-23 Only capture the packet send by the port number from 21 to 23.

dst host 10.81.36.16 Only capture the packet received by the IP 10.81.36.16.

dst port 80 Only capture the packet received by the port number 80.

dst

dst portrange 21-23 Only capture the packet received by the port number from 21 to 23.

and host 10.81.33.32 and (10.81.33.12 or 10.81.33.56)

Both of the objects before or after and. This example means that capturing the packet of IP 10.81.36.16 and IP 10.81.36.18 or 10.81.33.56.

or (10.81.33.12 or 10.81.33.56) Either the objects before or after or. This example means IP 10.81.36.16 or 10.81.33.56.

and !, and not ip host 10.81.36.16 and ! 10.81.36.18,

ip host 10.81.36.16 and not 10.81.36.18

Neither of them. This example means that not capturing the packet of IP 10.81.36.16 and IP 10.81.36.18.

Procedure

1. On the Device Diagnostics page, click Packet Capture.

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2. Select the desired Ethernet and type, and then enter the string.

Note: You cannot enter the string for packet capturing unless you set the type as Custom. Besides, if you do not enter the string, the system will capture all the data packets.

3. Reproduce the problem during the packet capturing.

4. If you finish reproducing the problem, click End Capture to stop capturing, and the file is generated automatically.

5. Click Download to save the file to your computer. If it takes more than 1 hour to capture packets, the packet capturing will be automatically ended.

Diagnosing the Network

About this task Network diagnostics include: Ping (ICMP Echo) and Trace Route.

Ping (ICMP Echo): by sending a data packet to the remote party and requesting the party to return a data packet in the same size, this method can identify whether those two devices are connected. The diagnostic results include a brief summary of the received packets, as well as the minimum, the maximum, and the average round trip times of the packets.

Trace Route: this method records the route from the local device to the remote device. If this test succeeds, you can view the network node and the time took from one node to the other, to check whether or not there is a network congestion.

Procedure

On the Device Diagnostics page, click Network Detection.

The value of IP/Domain Name is the address of YMCS by default.

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Results

If you select Ping, following is the example result

If you select Trace Route, following is the example result

Exporting System Logs You can export the current system logs to diagnose the device. It is not available for offline devices.

Procedure

1. On the Device Diagnostics page, click Export System Log.

2. Save the file to your local computer.

Exporting the Configuration Files You can export the cfg files or the bin files. For cfg files, you can choose to export static setting files, non- static setting files or all setting files. You cannot export configuration files of the offline devices.

About this task

Procedure

On the Device Diagnostics page, click Export Config File.

Viewing the CPU and the Memory Status The device will regularly report its CPU and memory information to YMCS, so you can view the latest information. You can also view the memory information by copying it to Microsoft Word.

About this task

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Procedure

1. On the Device Diagnostics page, click CPU Memory Status.

2. Do one of the following:

Click CPU to view the CPU usage.

Click Memory to view the memory usage.

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Viewing Recordings

Before you begin

Go to Device Diagnostics page of the desire device, click Recording File, and select the Automatic upload recording file check box to enable the automatic uploading. Therefore, the recording file will be uploaded to the platform automatically.

Note: If the device owner does not allow your request, the device would not upload the recording file.

The device has recording files and uploads them to the platform.

Procedure

On the Device Diagnostics page, click Recording File.

Note: You can click to download the recording file or click to delete the recording file.

Taking the Screenshot of the Device

About this task

For Microsoft Teams Rooms System, you should meet the following conditions. Otherwise, you cannot take screenshoot.

Yealink RoomConnect in version 2.23.XX.0 (soon to be released) or higher.

Enable the Authorize Remote Screenshot feature (on Yealink Room Connect software, go to > Config DM Server).

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For other devices, a dialog might pop up on the device screen when the first time you take screenshot. If the device owner does not allow your request for taking screenshots, you cannot take the screenshot. If the owner allow your request, the dialog will not pop up again and you can take screenshots.

Procedure

1. On the Device Diagnostics page, click Screen Capture.

2. Click Download to download the screenshoot.

Tip: You can click Reacquire to acquire the latest screenshot.

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Setting the Log Level

Procedure

1. On the Device Diagnostics page, click the value of Log Level.

2. Enter the desired value.

3. Click OK.

Download the Device Log If you configure devices to report device logs to YMCS, you can download the 7-day logs saved on YMCS.

About this task

If you deploy Agent and use it to connect the device to YMCS without enabling the feature of getting log, the device log will be saved to the Agent automatically.

Note: Contact Yealink technical support to enable the feature of 7-day log.

Procedure

On the Device Diagnostics page, click 7-Day Log, and do one of the following:

Download a single log

Download a batch of logs

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Note: When each time the size of obtained logs reaches 100M, this feature will be disabled automatically. After that, YMCS would not save the device logs any longer.

Backing up Configuration Files You can back up 5 historical configuration files at most.

About this task

Procedure

1. On the Device Diagnostics page, click Configuration Backup.

2. Click Backup Now.

The Configuration backup list displays the backup records. You can view, push, download, or delete the corresponding configuration file.

Additionally, YMCS allows you to create a scheduled task for backing up or restoring the configuration file. For more information, refer to Adding Timer Tasks.

Managing Alarm

When the devices are abnormal, they will send alarm to YMCS so that you can detect and solve problems such as network or server problems in time.

Alarm Statistics Adding Alarm Strategies Managing Alarm Strategies Viewing Alarms Filtering the Alarms Exporting Alarm Records

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Alarm Statistics You can view the alarm statistics of the selected sites on the page of Alarm Statistics.

Table 3:

No. Feature Description

1 Select the sites. After you select the sites, the chart displays the statistics of the selected sites. The default value is all sites.

Note: You can only select the sites which your account has the permission to.

Total Alarm This chart displays the trend of the alarms in the recent 15 days.

Critical Alarm This chart displays the distribution of the critical alarms in the recent 15 days.

Active Alarm Ratio 1. When the ratio is below 30%, the color of the scale bar is green.

2. When the ratio is between 30% ~ 70%, the color of the scale bar is yellow.

3. When the ratio is above 70%, the color of the scale bar is red.

2

Alarm Today The number of alarms today, the ratio of the alarms compared between today and yesterday, the number of active alarms today.

Alarm Trend 1. The statistics of the chart can select any rage within a half year. The default value is the statistics in the recent 15 days.

2. Click to view in a larger screen. You can use this feature to view the statistics within a longer time scale.

3. Display or hide the trend of the statistics. The default value is displaying the trend of all statistics.

4. Move your mouse to the corresponding date to display the detailed data.

3

Alarm Content This chart displays the ratio and the number of each alarm content.

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No. Feature Description

Active Alarm Display the content of the active alarms of devices.4

Device Statistics 1. The devices ranks based on the number of critical alarms and the total number of alarms.

2. Click Critical Alarm. The devices ranks based on the number of the critical alarms in positive or negative sequence.

3. Click Total Alarm. The devices ranks based on the number of the total alarms in positive or negative sequence.

Adding Alarm Strategies You can add alarm strategies. When there are alarms, you will receive the reminds by email or on the platform (Homepage > the alarm icon in the top-right corner).

Procedure

1. Click Alarm Management > Alarm Strategy > New strategies.

2. Enter the corresponding information and click Next step.

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3. Select the alarm receiver and click Next step.

Note: If you want to add a sub-administrator as the receiver, refer to Adding and Managing Sub- Administrator Accounts.

4. Select the desired device label, alarm level and content, and click Next step.

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5. Select devices and click Finish.

6. Click Finish.

Managing Alarm Strategies

Procedure

1. Click Alarm Management > Alarm Strategy.

2. Do one of the following:

Click beside the desired strategy, edit the parameter and save it.

Select the corresponding strategy and click Delete.

Viewing Alarms When a problem occurs to the device, for example the call failure or the registration failure, the problem will be reported to the server. You can quickly locate the problem by viewing the alarm details. If you have configured to receive the alarm by email, you can view the alarm in the email. Adding the alarm strategy does not affect the permission to access the alarm list.

Procedure

1. Click Alarm Management > Alarm List.

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2. Optional: Do one of the following:

Click Advanced Search, select the alarm time to perform the search.

Click on the right side of the desired alarm to view the details. Select the desired alarms, click Resolved/Ignore/Active to change the alarm status to Resolved/

Ignore/Active.

Click to diagnose the device and troubleshot the reason. Click Delete to delete the alarm.

The common alarm types are as below:

Device Model Alarm Type Severity

Poor call quality Critical

Register failure Critical

Upgrade firmware failure Critical

Update configuration failure Critical

Offline Critical

Hold failure Common

Resume failure Common

RTP violate Common

RTP address change Common

RTP dead Common

SRTP failure Common

Call failure Common

SIP Phones

Contact download failed Common

Poor call quality Critical

Register failure Critical

Upgrade firmware failure Critical

Update configuration failure Critical

Offline Critical

Visual voicemail retrieve failure Common

Hold failure Common

Resume failure Common

RTP violate Common

RTP address change Common

RTP dead Common

SRTP failure Common

Call log retrieve failure Common

SfB Phones

Outlook contact retrieve failure Common

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Device Model Alarm Type Severity

Call failure Common

Calendar synchronization failure Primary

Exchange discovery failure Primary

Poor call quality Critical

Register failure Critical

Upgrade firmware failure Critical

Update configuration failure Critical

Offline Critical

Visual voicemail retrieve failure Common

RTP dead Common

SRTP failure Common

VC Room Systems

Call failure Common

Offline Critical

Associated device offline Critical

Wireless mic low power Critical

Wireless mic power off or disconnect Critical

MVC Room Systems

Offline associated device back online Primary

Upgrade firmware failure Critical

Update configuration failure Critical

Teams Phones

Offline Critical

Dect Manager backup start Critical

Base backup start Critical

Base update firmware failure Critical

Base sync failure Critical

Handset out of range Critical

Handset update firmware failure Critical

DECT Phones

Handset call failure Common

Related concepts Managing Alarm

Filtering the Alarms You can use the system built-in filter or customize the filters for filtering alarms.

Customizing Filters Filtering the Alarms

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Customizing Filters

Procedure

1. Click Alarm Management > Alarm List

2. Click in the top-right corner of the page, and select Filter management.

3. Click Add filter, enter the corresponding information, and click OK.

Filtering the Alarms

Procedure

1. Click Alarm Management > Alarm List

2. Click and select the desired filter to view the corresponding alarms.

Exporting Alarm Records You can export the alarm records on the current page as Excel files.

Procedure

1. Click Alarm Management > Alarm List.

2. Optional: Click in the top-right corner of the page to filter the desired alarm records.

3. Click Export to export the alarm records.

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Viewing Call Quality Statistics

You can view the call quality and the session distribution on the Call statistics page. You can also view the details of the call quality, including the user information, the basic device information and the call-related information.

Note: The Teams phone does not support reporting the call statistics, so you are not available to view the call quality of the Teams phone.

The call quality is advanced feature, not supported by the basic package. If you want to use the advanced features, you can contact your distributor/reseller to subscribe to the advanced package. You can view the details of the subscribed package on the page of Managing Orders.

Customizing the Indicators of Call Quality Detail Viewing the Call Data

Customizing the Indicators of Call Quality Detail The device name, the model, the firmware, the caller/callee, the call type and the quality are displayed by default in the Call Quality Detail module, and you can customize up to 6 indicators expect for the MAC address.

Procedure

Click Dashboard > Call Statistics > .

Results The selected indicators are shown in the list of call quality detail.

Viewing the Call Data

Procedure

1. Click Dashboard > Call Statistics.

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2. Click beside the desired call to view the detailed call quality.

Table 4: Metrics of Call Data

Metrics Description

Average jitter (ms) The average jitter of the network delay

Package total loss The amount of packet loss during a call

Minimum listen MOS The minimum listen MOS value during a call, based on PESQ model. Its values can range from a low of 0.0 to a high of 5.0. Higher value indicates better call quality.

Max jitter (ms) The maximum jitter, reflecting the degree of network delay

Average delay (ms) The average value of network delay, reflecting the quality of the network

Average conversation MOS

The average conversation MOS value during a call, based on PESQ model. Its values can range from a low of 0.0 to a high of 5.0. Higher value indicates better call quality. The influence of hardware equipment on the audio is not considered.

Average loss rate The average rate of packet loss during a call

Max delay (ms) The maximum value of network delay, reflecting the quality of the network

Total received packets The amount of received packets during a call

Max loss rate The maximum rate of packet loss during a call

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Metrics Description

Average listen MOS The average listen MOS value during a call, based on PESQ model. Its values can range from a low of 0.0 to a high of 5.0. Higher value indicates better call quality

Table 5: Evaluation Metrics of Call quality

Call quality Metrics

Delay: the average call delay should be less than or equal to 200 ms

Packet loss: the average rate of packet loss should be less than or equal to 2%

Excellent (all metrics should be satisfied)

Jitter: The average call jitter should be less than or equal to 15 ms

Delay: the average call delay is more than 500 ms

Packet loss: the average rate of packet loss is more than 2% Good (one of the following metrics should be satisfied)

Jitter: the average call jitter is more than 30 ms

Poor Other situations

System Management

Viewing Operation Logs Obtaining the Accesskey

Viewing Operation Logs Any operations performed by the administrator, the sub-administrator , or the superior channel on the YMCS are recorded as the operation logs. You can view the operation log.

Procedure

Click System Management > Log Management.

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Obtaining the Accesskey YMCS allows the third parties to call the API to integrate with their own system. Before calling the API, you need apply for the AccessKey for user authentication. For more information, refer to API for Yealink Management Cloud Service Platform.

Procedure

1. Click System Management > API Service .

2. If you want to call the interface of the alarm and the device diagnosis, enter the callback address.

3. Click Acquire, and then AccessKey ID and the AccessKey Secret will be generated by automatically.

Managing Orders

You can view the information of the basic package, including the package type, the amount of manageable devices for all placed orders, and the details of all orders. All orders in service can be superimposed during the validity. If an order is about to expire, you need to purchase the service from your distributor or reseller to continue using the service. When the order is closed, cancelled or expired, you can view the notifications of your order status on YMCS.

Procedure

Click Order Management.

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Authorizing/Un-authorizing the Management to the Channel

You can authorize your reseller or distributor to manage YMCS for you, so that they can log into YMCS as the administrator.

Authorizing

1. Click in the menu bar. 2. Enter the email address of the channel account and click Authorize immediately.

3. Click OK in the pop-up window.

Result: The icon changes from into . Un-authorizing

1. Click in the menu bar.

2. Click Cancel authorization in the pop-up window.

3. Click OK in the pop-up window.

Result: The icon changes from into .

Managing RPS

Instruction for Old RPS Users Instructions for Users without RPS Account Binding RPS Accounts Automatically Synchronizing Devices Manually Synchronizing Devices Managing Devices Managing Servers

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Device Deletion

Instruction for Old RPS Users

For users who already have the RPS accounts, you can do the following two steps to migrate the data on the RPS device management platform to YMCS. After that, you can manage the device and use the RPS features on YMCS.

1. Binding RPS Accounts 2. Automatically Synchronizing Devices or Manually Synchronizing Devices

Instructions for Users without RPS Account If you do not have any RPS account, you can follow the step below to connect your device to YMCS via RPS server.

1. Adding Servers 2. Adding Devices 3. Initialize the device then the device will redirect to the RPS server.

Generally, initializing refers to resetting the device to factory settings or when using a brand-new device.

Adding Servers Adding Devices

Adding Servers If you want to save your configuration file on use your own server, you can add a server.

Procedure

1. Click RPS Manager > Server Management > Add Server.

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2. Set and save the parameters.

Note:

If the device needs to verify the server and requires a custom certificate, upload the trusted certificate.

If the server needs to verify the device and requires a custom certificate, upload the server certificate.

If the server requires the device to upload its custom certificate, enable Custom Certificates. It is disabled by default and the device will send the default certificate to the server for verification.

Adding Devices When adding a device, if you select an added server and enter a unique server URL which is different from the URL of the added server, the RPS management platform performs the redirection according to the unique URL you entered. Otherwise, the platform performs the redirection according to the URL of the added server.

Before you begin Binding RPS Accounts

Procedure

1. Click RPS Manager > RPS Device > Add.

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2. Set and save the parameters.

If it prompts that other enterprises use the MAC address you entered, check your MAC address or file an appeal to Yealink if necessary.

Binding RPS Accounts If you bind an RPS account, you can see the devices on the RPS device management platform, and manage those devices through YMCS.

Before you begin

You already have an RPS account. After you bind an RPS account, the existing RPS data of your account will be deleted. Therefore, we

recommend that you export the data to make a backup.

Procedure

1. Click RPS Manager > RPS Setting.

2. Click Bind.

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3. If your account does not have any existing data, click OK. If your account does have, you can make a backup first, and click OK. Otherwise, the data will be deleted.

4. Enter the user name and the password of the existing RPS account and click OK.

Results If you succeed in binding an RPS account, click View device, and you can view the devices synchronized automatically or manually.

Note: If you unbind the RPS account, the data on the pages of RPS Device and RPS Server will be removed.

Automatically Synchronizing Devices After you bind a RPS account, you can enable the AutoSync feature to automatically sync devices from RPS to YMCS.

About this task

If you disable the AutoSync feature globally, all devices would not be synced. If you enable the AutoSync feature globally, only the devices that do not belong to any server will be

synced to the root site of YMCS. If you enable the AutoSync feature globally and the Auto sync feature for the individual server, the

devices under the server will be synced to the site with the same server name on YMCS.

Procedure

1. Click RPS Management > RPS Setting.

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2. Select Open in the Initial value of server sync switch field and click the toggle to enable AutoSync.

3. Enable Automatic Site Creation.

4. Click Details to view the server list. You can see that all servers have automatically enabled the Auto sync feature and the platform has created sites with the same server names automatically.

Tip: Other operations:

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If you select Close in the Initial value of server sync switch field, you need to manually enable the Auto sync feature for the desired server.

For a batch of servers:

For one server:

If you disable the Automatic Site Creation feature, you need to manually create site with the same server name:

For a batch of servers:

For one server:

To disable the Auto sync feature for a batch of servers, click Disable all.

Manually Synchronizing Devices If you want to use the feature of Managing Devices, you can synchronize the devices in the RPS Device List to the SIP Device List. In addition, you can select the desired site when synchronization.

Before you begin The RPS server has unsynchronized devices.

Procedure

1. Click RPS Manager > RPS Device.

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2. Do one of the following:

Click Device Sync and do the following.

Note: YMCS allows you to sync the devices under a RPS server to the site with the same name as the RPS server. To create a site with the same name, see Automatically Synchronizing Devices.

Select the desired unsynchronized device, click Sync.

Results

You can see the synchronized device on the device list.

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Managing Devices

Importing Devices Exporting Devices Editing the Device Information Migrating Devices to Another Server Checking the Linking Status Between the Device and the Server Deleting Devices Enabling Automatic Synchronization

Importing Devices If you want to quickly add multiple devices, you can import them in batch. You need to download the template, edit the information in the template and then import the template to YMCS.

Before you begin Binding RPS Accounts

Procedure

Click RPS Manager > RPS Device > Import.

Exporting Devices You can export a batch of the device information to check the device backup information, or whether the device is sold and so on. If the device is linked to a server, it means the device is sold, otherwise it is not.

Procedure

1. Click RPS Manager > RPS Device.

2. In the top-right corner, click Export. The file will be saved in your local system.

Editing the Device Information You can edit the device information, for example, the server or the unique server URL.

Procedure

1. Click RPS Manager > RPS Device.

2. Click beside the desired device.

3. Edit and save the parameters.

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Migrating Devices to Another Server You can migrate a single device or multiple devices to another server at once.

Procedure

1. Click RPS Manager > RPS Device.

2. Select the check boxes of the desired devices.

3. Click Migrate.

4. Select the targeted server.

5. Click Confirm.

Checking the Linking Status Between the Device and the Server

About this task

You can check the device linking status, which contains the following:

Bound: the device MAC address belongs to your enterprise and is linked to the server successfully. Unbound: the device MAC address belongs to your enterprise but is not linked to the server. The device MAC address belongs to other enterprises. The query fails: the device does not exist or cannot be found on YMCS.

Procedure

1. Click RPS Manager > RPS Device > Check Device.

2. Enter the device MAC and click Confirm.

Results It shows the result of the device linking status.

If it prompts that other enterprises use the MAC address you entered, check your MAC address or file an appeal to Yealink(https://ticket.yealink.com/) if necessary.

Deleting Devices

Procedure

1. Click RPS Manager > RPS Device.

2. Select the desired devices.

3. Click Delete.

4. Click OK according to the prompts.

Enabling Automatic Synchronization After associated with a RPS account, YMCS can automatically synchronize the newly added devices in the RPS Device List to the SIP Device List.

Procedure

1. Click RPS Manager > RPS Setting.

2. Enable AutoSync.

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3. Optional: Select the desired site for each RPS server for synchronizing devices from the server to the selected site.

Managing Servers

Editing Servers Searching for Servers Deleting Servers

Editing Servers

Procedure

1. Click RPS Manager > Server Management.

2. Click beside the desired server.

3. Edit and save the parameters.

Searching for Servers You can search for the server by entering the server name or the URL.

Procedure

1. Click RPS Manager > Server Management.

2. Enter the server name or the URL in the search box.

3. Click Search.

The search results are displayed in the server list.

Deleting Servers

Procedure

1. Click RPS Manager > Server Management.

2. Select the check boxes of the desired servers and click Delete.

3. Click OK according to the prompts.

Device Deletion If you want to delete the RPS devices as well as the devices synced from RPS devices to the Device Management page, you can enable this feature.

About this task

If you enable this feature, the devices (synced from RPS devices to the Device Management page) will also be deleted when you deleted the corresponding RPS devices.

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Otherwise, the devices will still remain on the Device Management page even if you delete the corresponding devices on the RPS device list.

Procedure

1. Click RPS Management > RPS Setting.

2. Enable or disable Device Deletion.

Managing Administrator Accounts

This chapter allows the administrator to view, add, edit sub-administrator accounts, and manage role privileges. The administrator also can edit his account information. By default, the administrator has all privileges and can assign different role privileges for sub-administrator accounts.

Adding and Managing Groups Adding and Managing Roles Assigning the Function Permission Assigning the Data Permission Adding and Managing Sub-Administrator Accounts Editing the Account Information Enabling Login Protection Viewing the Account Code

Adding and Managing Groups You can manage the roles by the group.

About this task You cannot edit or delete the default group.

Procedure

Click System Management > Role Management > Add Group.

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After adding the group, click the edit icon or the delete icon on the right side to edit or delete the group.

Adding and Managing Roles You can customize roles first, configure the corresponding function permission for the roles, and then assign roles to the sub-administrator accounts.

About this task The default roles are as below, you cannot edit or delete them.

Table 6: Default role

Name Group Function and data permission

Super manager Default role group All function and data permission

Empty manager Default role group Only the permission of logging in.

Procedure

Click System Management > Role Management > Add Role.

After adding the role, click the corresponding icon on the right side of the desired role to copy, edit, or delete the role.

You can also click Add sub account to add sub administrator for this role.

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Assigning the Function Permission If you want to allow non-managers to use the sub-administrator account, for example, checking the call quality of the phone and diagnosing the devices, but you do not want them to add or delete devices, you can assign the limited function permission to them.

Before you begin You have added roles, refer to Adding and Managing Roles.

Procedure

1. Click System Management > Role Management.

2. Select the corresponding role and click Function Permission.

3. If you only want to grant the Readonly permission, select the check boxes of Readonly on the right side of the corresponding functions. Otherwise, select the check boxes of the corresponding operations.

Assigning the Data Permission If you want to manage the device of your own site or of a certain amount sites, you can assign the data permission.

Before you begin Add roles, refer to Adding and Managing Roles.

Procedure

1. Click System Management > Role Management.

2. Select the corresponding role and click Data Permission.

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3. Select the check box of the site you want to manage.

If you have assigned the function permission to the sub-administrator (Assigning the Function

Permission), the sub-administrator can only view/use the firmware, resources, accounts, and configuration of this site, but cannot modify/delete them.

If you have assigned the function permission to the sub-administrator (Assigning the Function

Permission), the sub-administrator can view/use/modify/delete the firmware, resources, accounts, and configuration of this site.

Related tasks Adding Sites Adding Accounts Adding Firmware Adding Resource Files Adding Configuration Templates

Adding and Managing Sub-Administrator Accounts

Before you begin You have added roles, refer to Adding and Managing Roles.

Procedure

Click System Management > Sub Account Management > Add.

Note:

After adding the sub-administrator account, you can change the role, assign function permission or data permission, reset the password or do other operations.

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Editing the Account Information You can edit the account information.

Procedure

1. Hover your mouse over the account avatar in the top-right corner, and then click Account Settings.

2. Edit and save the related information.

Parameter Introduction

Password The password of this account. Click Edit to change the password according to the prompt. For account security, we recommend that you change the password regularly.

Email The mailbox is used to receive alarms and the account information. If you need to change your registered email, contact your superior channel.

Country/Area You can change your current country/area to other countries/areas under the same site, for example in the international site. However, changing countries over two different site are not allowed.

The URL of Device connection

When you manage devices among different sites, you can configure this URL in the device to make the devices connected to the site.

Login Protection When logging into YMCS, support using multi-factor authentication (MFA) or email for identity authentication. For more information, refer to Enabling Login Protection.

Enabling Login Protection For single factor authentication, the passwords are easily cracked by brute force. To solve that, YMCS supports multi-factor authentication (MFA), requiring users to pass two authentications before they can log into YMCS.

Procedure

1. Hover your mouse over the account avatar in the top-right corner of the page, and then click Account Settings.

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2. In the Login Protection field, click Edit.

3. Select Virtual MFA Device or Email, complete the operation according to the on-screen prompts.

If the page prompts Login expired, please log in again", you need to use the new verification method to complete the login.

Viewing the Account Code The account code is the enterprise ID and the site ID. You can put the account code into the Common.cfg file and push the file to the device, to make the device automatically connected to the corresponding site under the desired enterprise. For more information, refer to Configuring the Common.cfg File.

Procedure

1. Hover your mouse over the account avatar in the top-right corner of the page, and then click Account Settings.

2. Click Account Code.

Troubleshooting

This chapter provides you with general information for troubleshooting some common problems while using YMCS. Upon encountering a case not listed in this section, contact your Yealink reseller or technical support engineer for further support.

Forget the Login Password? The Devices Cannot Connect to YMCS The Offline Device Reconnects to the YMCS

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Forget the Login Password? If you forget the password, you can reset it via email.

Procedure

1. On the Login page, click Forget Password.

2. Enter the email and the verification code in the corresponding fields.

3. Click OK.

4. Click OK according to the prompts.

5. Log into your email, click the resetting link, and rest the password according to the prompts.

The Devices Cannot Connect to YMCS

Make sure the firmware version of the device supports YMCS. If the firmware version does not support, refer to Supported Device Models to upgrade the firmware first.

Make sure you connect to the address https://dm.yealink.com/dm.cfg.

The Offline Device Reconnects to the YMCS

Reasons that the device is offline are as below:

The device is disconnected from the network. The device is powered off. The device is reset to the factory and disconnected from YMCS.

Reconnect to YMCS:

If the device has been reported to YMCS, the device will be automatically connected to it after being powered on or connected to the network.

If the device has not been reported to YMCS, you need to deploy the device first. For more information on ho

Manualsnet FAQs

If you want to find out how the Management Cloud Service Yealink works, you can view and download the Yealink Management Cloud Service Administrator's Guide on the Manualsnet website.

Yes, we have the Administrator's Guide for Yealink Management Cloud Service as well as other Yealink manuals. All you need to do is to use our search bar and find the user manual that you are looking for.

The Administrator's Guide should include all the details that are needed to use a Yealink Management Cloud Service. Full manuals and user guide PDFs can be downloaded from Manualsnet.com.

The best way to navigate the Yealink Management Cloud Service Administrator's Guide is by checking the Table of Contents at the top of the page where available. This allows you to navigate a manual by jumping to the section you are looking for.

This Yealink Management Cloud Service Administrator's Guide consists of sections like Table of Contents, to name a few. For easier navigation, use the Table of Contents in the upper left corner.

You can download Yealink Management Cloud Service Administrator's Guide free of charge simply by clicking the “download” button in the upper right corner of any manuals page. This feature allows you to download any manual in a couple of seconds and is generally in PDF format. You can also save a manual for later by adding it to your saved documents in the user profile.

To be able to print Yealink Management Cloud Service Administrator's Guide, simply download the document to your computer. Once downloaded, open the PDF file and print the Yealink Management Cloud Service Administrator's Guide as you would any other document. This can usually be achieved by clicking on “File” and then “Print” from the menu bar.