Provision Yealink Devices to CallTools

Setting Up CallTools with a Yealink T3 - T5 Series Phone

This guide will walk you through the process of setting up your Yealink T3 - T5 series phone with CallTools, including how to factory reset the device, access its IP address, configure SIP credentials, and generate a new phone in CallTools.

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Step 1: Factory Reset the Yealink Device

If your Yealink phone has been previously used or is experiencing issues, a factory reset is recommended before configuring it with CallTools.

Factory Reset Process

1. On the Phone:

   • Press and hold the OK button for about 5-10 seconds.
   • When prompted, confirm the reset by selecting Yes.
   • The phone will reboot and restore its factory default settings.

2. Using the Web Interface (Alternative Method):

   • Access the phone's web interface (see Step 2).
   • Navigate to Settings > Upgrade.
   • Click Reset to Factory Settings and confirm.

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Step 2: Locate the Phone’s IP Address and Access the Web Interface

After the phone resets, follow these steps to access its IP address:

1. Find the IP Address on the Phone:

   • Press the Menu button.
   • Navigate to Status or Network > IPv4.
   • Note the displayed IP address.

2. Access the Web Interface:

   • Open a web browser on your computer.
   • Enter the phone’s IP address in the address bar (e.g., http://192.168.1.100).
   • When prompted, enter the default credentials:
     • Username: admin
     • Password: admin

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Step 3: Register the Yealink Phone with CallTools

Once logged into the Yealink web interface, you will need to configure the SIP settings.

1. Navigate to the SIP Registration Page:

   • Click on Account (T3 series) or Account > Register (T4/T5 series).
   • Select Account 1 or the desired account line.

2. Enter the Following SIP Settings:

   • Display Name: (Choose any name, e.g., Sales Desk)
   • Register Name: (Use the SIP Username from CallTools)
   • Username: (Use the same SIP Username from CallTools)
   • Password: (Use the generated SIP password from CallTools)
   • Server Host: sip.calltools.io - This may need the prefix of your login URL for the platform (EX: east-1.sip.calltools.io)
   • Port: 5060
   • Transport Type: UDP

3. Save the Settings and Apply Changes.

4. Confirm Registration Status:

   • Navigate to Status > Accounts and verify that the account is registered.
   • If not, check the credentials and network connection.

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Step 4: Generating SIP Credentials in CallTools

To obtain the SIP credentials required for phone registration, follow these steps:

1. Login to CallTools:

   • Navigate to CallTools login and enter your credentials.

2. Navigate to the Users Section:

   • Click on Users in the navigation menu.
   • Locate the user for whom you are setting up the phone.
   • Click the three-dot menu next to their name and select Edit.

3. Create a New Phone:

   • Click on the Phones tab.
   • Click the blue Create Phone button.

4. Configure the Phone Details:

   • Name: (Example: Front Desk)
   • Extension: (Assign an extension number)
   • User: (Select the associated user)
   • Password: Click Generate to create a secure SIP password.
   • Recording: Choose On or Off based on your needs.
   • Caller ID: Assign the number used for outbound calls.

5. Click Save.

Once saved, CallTools will generate the necessary SIP credentials.

Example SIP Credentials

• SIP URI: sip:[e-mail]
• SIP Username: o1_a1_p55445
• SIP Password: (Use the password generated in CallTools)

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Step 5: Assign the Caller ID (If Dedicated Line is Needed)

If the phone will be using a dedicated caller ID for outbound calls:

1. Go to the "Phone Numbers" Page in CallTools.
2. Locate the assigned phone number.
3. Assign it to the newly created phone.

This ensures outbound calls display the correct Caller ID.

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Conclusion

Your Yealink T3 - T5 series phone is now configured and registered with CallTools. You should be able to make and receive calls. If you encounter any issues, double-check your SIP settings, ensure the transport is set to UDP, and verify that your firewall allows SIP traffic.