Working with Inventory (Manager)




Topics:


The Inventory page allows you to manage your phone numbers and phone hardware.

• Displaying the Inventory Page (see page )

• Managing Phone Numbers (see page )

• Managing Phone Hardware (see page )


Displaying the Inventory Page

All inventory tasks are performed from the Inventory page. To display this page, click the Inventory icon on the menu bar:

The following figure shows an example of the Inventory page. The page has two tabs:

● Phone Numbers allows you to filter, edit, and export phone numbers.

● Phone Hardware allows you to filter, add, edit, and export information about phone hardware.

The button at the top-right side of the page refreshes the information on the page.

Where to go from here:

From the Inventory, you can:

● Manage phone numbers. See “Managing Phone Numbers” on page .

● Manage phone hardware. See “Managing Phone Hardware” on page .


Managing Phone Numbers

The Phone Numbers tab allows you to filter, edit, and export phone numbers.

Filtering Phone Numbers

Using the Filter button, you can filter phone numbers and view only the numbers of interest to you.

  1. From the Phone Numbers tab, click the Filters button. The Phone Number Filters pop-up window appears.
  2. Complete the fields (see Table ‎ 10-1).
  3. Click Set Filters . The Phone Numbers tab shows only the phone numbers that match your criteria. If no phone numbers match your criteria, a message informs you that there are no matches to your filter.

Table ‎ 10-1.Phone Number Filter Settings

Setting

Description

Phone number

Enter all or part of the phone numbers you want to view.

Treatment

Select a treatment for the phone numbers you want to view. Choices are:

● Available Number = an unassigned telephone number.

● User = routes to a user specified.

● Conference = routes to a conference bridge specified.

● Call Queue = routes to a specified call queue.

● Voicemail = routes to the specified user’s voicemail box.

● SIP Trunk = routes to a specified SIP trunk .

● Auto Attendant = routes to a specified auto attendant.

Destination

Enter the name or extension of the phone destination.

Notes

Enter optional notes about this phone number.

Editing Phone Numbers

To edit phone numbers:

  1. From the Phone Numbers tab, either:

– Click a phone number

OR

– Hover over a phone number, and then click the icon at the far right of the Phone Numbers tab. For example:

Either step displays the Edit pop-up window. For example:

  1. Complete the field (see Table ‎ 9-1 on page ).
  2. Click Save .

Setting

Description

Treatment

Select a treatment for the phone numbers you want to view. Choices are:

● Available number = an unassigned telephone number.

● User = routes to a specified user.

● Fax = routes to a fax number.

● Conference = routes to a conference bridge specified.

● Call queue = routes to a specified call queue.

● Voicemail = routes to the specified user’s voicemail box.

● Auto Attendant = routes to a specified auto attendant.

Notes

Enter optional notes about this phone number.

Caller ID Prefix

Enter a prefix to the caller ID for this phone number. Range: up to 64 alphanumeric characters.

Exporting Phone Numbers

You can export phone numbers in CSV format, and then open the phone numbers in Microsoft Excel for further manipulation.

  1. From the Phone Numbers tab, click the Export button.
  2. When prompted, click Save .

Managing Phone Hardware

The Phone Hardware tab allows you to filter, add, edit, and export information about the phone hardware in your system.

Filtering Phone Hardware

Using the Filter button, you can filter phone hardware and view only the phones of interest to you.

  1. From the Phone Hardware tab, click the Filters button. The Phone Hardware Filters pop-up window appears.

  1. Complete the fields (see Table ‎ 10-2).
  2. Click Set Filters . The Phone Hardware tab shows only the phones that match your criteria. If no phones match your criteria, a message informs you that there are no matches to your filter.

Table ‎ 10-2.Phone Filter Settings

Setting

Description

MAC Address

Enter all or part of the MAC address of the phones you want to view.

Make and Model

Select the make and model of the phones you want to view,

Notes

Enter optional notes about this phone filter.

Adding Phones

To add phones:

  1. From the Phone Hardware tab, click the Add Phone button. The Add Phone pop-up window appears, with the Basic tab displayed.

  1. Complete the fields in the Basic tab (see Table ‎ 10-3). The fields that appear are based on the make and model of the telephone selected.
  2. Click Advanced , and then complete the fields in the tab (see Table ‎ 10-4). The fields that appear are based on the make and model of the telephone selected.

  1. Click Save .

Table ‎ 10-3.Basic Phone Settings

Setting

Description

Model

Adding a phone: enter the telephone’s make and model. The remaining fields that appear in this window depend on the make and model selected.

Editing a phone: read-only field that shows the phone model.

MAC Address

Adding a phone: enter the telephone’s MAC address.

Editing a phone: read-only field that shows the phone’s MAC address.

Line

If your phone make and model have one or more lines, enter them in these fields. The lines available for selection appear if the Add Phone Extension check box is checked when adding a user (see Table ‎ 4-1 on page ).

Notes

Enter optional notes about this phone.

Table ‎ 10-4.Advanced Phone Settings

Setting

Description

Directory

If this setting is available for your make and model of phone, select a directory for this phone.

Preferred Server

If this setting is available for your make and model of phone, select the preferred server you want to associate with this phone.

Transport Method

Select a transport method for the phone. Choices are:

● UDP

● TCP

● TLS

Editing Phones

To edit phones:

  1. From the Phone Hardware tab, either:

– Click a MAC address

OR

– Hover over a phone, and then click the icon at the far right of the Phone Numbers tab. For example:

Either step displays the Edit pop-up window. For example:

  1. Complete the fields in the Basic and Advanced tabs (see Table ‎ 10-3 on page and Table ‎ 10-4 on page ).
  2. Click Save .

Exporting Phone Hardware Information

You can export phone hardware information in CSV format, and then open the information in Microsoft Excel for further manipulation.

  1. From the Phone Hardware tab, click the Export button.
  2. When prompted, click Save .