The following information is assuming that you have already configured extension and User Manager accounts within your FreePBX / PBXact . If you have an un-configured out-of-box server, please start here: FreePBX Distro First Steps After Installation

Verify End-Point-Manager IP Address

The End-Point-Manager (EPM) module, inside FreePBX / PBXact, is responsible for auto-provisioning Sangoma Phones.  In order for EPM to be able to communicate with the phone(s) it must be configured with the same IP address as your FreePBX / PBXact system.

You can verify the IP Address of EPM within the EPM Global Settings:

• Log into your PBX GUI.
• Under the Settings section, pick EndPoint Manager.

• Navigate to the Global Settings section of EPM from the right nav bar.
  
  
  
• Define the Internal IP Address or FQDN that phones will connect to when local to the PBX.
  
  
  
• Define the External IP Address or FQDN that phones will connect to when not local to the PBX.
  
  
  
• Also take note what port you have HTTP Provisioning setup on as that port needs to be accessible for your phone to receive its configrations.
  
  
  
• Press the Save Global button.
  

Verify we have a proper Template setup

• In the right nav menu, under Brands, click on Sangoma.
  
   

• Either click on the New Template button at the top to create a new template, or click on the default-sangoma template name to edit the included default template.
   
   

• Give the template a Name. For the Destination Address, pick either the Internal or External option. This will pull in the IP address that you entered in the Global Settings section earlier.
   
   
• Define your Time Zone and if you want Daylight Savings time mode to be enabled.
   
   
• For Firmware Version, pick Firmware Slot 1 from the drop-down menu. (When you install EPM it will install the latest firmware in slot 1.)  See Firmware Management for more information on updating firmware for your phones in the future.
   
   
• Define what Provision Server Protocol you want to use to have your phones receive their config files:
  • TFTP should be used when phones are local to the PBX, as it's easy to use and requires no setup.  
  • HTTP should be used for local or remote phones and is easy to use and required no other setup.  The default HTTP port used for phone configs is port 83 but may be different on your PBX.  You can view the port that is currently setup for HTTP in the Global Settings section we just went through above. 
  • FTP should be used if your phones are remote, as it requires the phone to know the FTP username and password to receive the config file.
    • If using FTP, you will need to set up an FTP username and password for the PBX. Review the System Admin - FTP Setup wiki for information on setting up a username and password for phones to receive their configuration files via FTP.

• Press the Save Template button when done.
   

Configuring Buttons on your Phone

User Manager Permissions

Verify Groups Permissions are setup with Access to Phone Apps

• Navigate in your PBX to the User Management module.
  

• Click on the Groups tab at the top
   
  
  
• Press the Edit button  next to the group you want to edit permissions for.  By default on a new system we create a Group called All Users and when you create extension they should be auto assigned to this group.  
  
   
• We will first see all the users who are apart of this group and can add any missing users to this group from here.
  
   
• Click on the tab at the top for Phone Apps
  
   
• From here we can see we have Allow Access to Phone Apps enabled
  
  
   
• Click on any specific application tab we can now set permissions on that application. In our example we will select the Conference tab 
  
  
   
• We will verify that access to the Conference Room is set to yes for this group.
  
  
   
• We can also then control what conference rooms the user can see.  
  • in our example below we are saying the user has access to their own conference room that is linked to them from the conference room module in your PBX and also we have shared the General Conference Room to all users in this group.

• From here go into each tab under Phone Apps and make sure you have your permissions setup correct and press the submit button at the bottom of the page when done.

Verify my users are setup to inherit permissions from the group

• By default when a new user is created most permissions for that user are told to be inherited by the group they are apart of.  We are going to go verify they are all setup correct.  If a user permission is not setup when they try to use a app on the phone or login to the phone they will get error saying they do not have permissions.
   
• Navigate in your PBX to the User Management module.
  
  
• Click on the Users tab at the top
  
   
•  Press the Edit button  next to the user you want to edit permissions for.
  
   
• Click on the Phone Apps tab on the top
  
  
   
• For each permission you want to verify it is set to inherit from the group.  If you wanted to override a permission for a user to be different then the group permissions you can do that here by not using the inherit option.
  
   
• From here go into each tab under Phone Apps and make sure you have your permissions setup correct and press the submit button at the bottom of the page when done.
  

Automatic Configuration process

• When the phone contacts your PBX it will communicate with the End-Point-Manager (EPM) module inside. 
• EPM will detect any Sangoma phone that is requesting configuration and if the MAC Address has already been setup in EPM Extension Mapping it will use the configuration for that phone.  
  • If the Mac Address has not been mapped to a user or template inside EPM yet it will prompt you with a login screen. Since your PBX will not have any information on the phone at this point, the phone will prompt the user to enter their Extension and voicemail password and EPM will generate a configuration for this phone based on your default template.

  
  
  

  The factory default password of the phone is 'admin' however after connecting to FreePBX / PBXact, the password will become the admin password that is defined in the Global Settings of EPM which by default is 222222.  (This password can be changed under the 'Global' settings of End Point Manager). The admin password can also be used as the login password for the phone if you do not know your voicemail password or do not have voicemail setup for your extension.

  
  
   

• When EPM receives the user's Extension and password it will lookup to verify that the user exists (i.e as a valid extension already configured)
  
  • If the user does exist, EPM will perform automatic extension mapping and push full user configuration to the phone. The phone will immediately be ready for phone calls
     

• Below is a screenshot of what the phone will display upon initial configuration
  
   
  
  Note: The above 220 and 230 are example extensions. Your phone will display the extension number that the user logged in with.

• For new FreePBX / PBXact installations, where the default Sangoma Phone template has not been modified, the phone's display will appear similar to the image below.
  ( we will discuss the Sangoma Phone template below)
  
  
  
  
• As noticed from the image above, no phone apps are assigned to the buttons. Since phone app assignment is customizable we allow the user to customize.
• To customize the phone apps to be displayed on phone's screen, we need to modify the default Sangoma Phone template
• Log into your PBX GUI.
• Under the Settings section, pick EndPoint Manager.

• In the right nav menu, under Brands, click on Sangoma

• Click on the default-sangoma template name to edit the included default template or any other template that you want to edit.
  
  
  
  
  
• Click on the 'Models' tab to list the available Phones, then select the phone model.
  
  
  
  
• You will be presented with a view of all available programmable buttons for that phone model.
  
  example from S700
  
  
  
  
• The first 2-3 buttons should always be set up as line keys. A line key is what allows you to make or receive a call, so if you want to manage two calls at a time, you need to set up two line keys.
  
  
  
• If you wish to add more Line keys, beside the line key number, select the Type drop down,  and choose Line.
  

• For the remaining buttons on your phone, assign whichever phone apps you wish, to each button.  
• To assign a phone app, beside the line key number, select the Type drop-down, and choose XML-API
  
  Example for Line key 5 on S700:
  
  
   
• Click on the Value drop-down beside the line key and select the phone app you wish to assign to that line key
  
   
  
  
  

• Once selecting the phone app the line key will be updated with the phone app.
  In the below image, the Call Flow phone app was chosen for line key 5
  
  
  
  
  

  The default text presented under the Value field is the name of the phone app that will be displayed on the phone's screen for that button. Feel free to change the default name

  
  
  

• Finish selecting the phone app you wish to assign for each button
• Once completed, your phone app view would look something like the following image, based on the phone apps chosen
  
   

• When done editing, press the Save Model button to save your settings for this model.
  
  
  
  
  
• You now need to update the phone configuration file. Choose an option and click the Apply button. The three options at the bottom of the template are:
  
  
  • Save- This will only save your changes into the PBX database. It will not write out new config files for the phones that are using this template as mapped in the Extension Mapping section of End Point Manager.
     
     
  • Save and Rebuild Config(s)- This will save your changes to the PBX Database and also write out new config files for the phones that are using this template as mapped in the Extension Mapping section of End Point Manager. The phones do not retrieve the updates and will need to be rebooted to get their update.
     
     
  • Save, Rebuild Config(s) and Update Phones- This will save changes into the PBX database, write out new config files for the phones, and also immediately update any phones that are mapped to use this template and currently registered to the PBX. This may cause the phones to reboot in rare instances but while the phone is processing the updated config for 5-10 seconds the buttons will not be usable on the phone.
    
    
    
    
• The Phone apps on the phone's display should now be presented by each button. Below is a screenshot of a phone with some phone apps configured.
  
   
   
• For information on how to use each phone app, visit: Application Userguides