OpEasy® Basic Provisioning User Guide
Release 4.0
2827-006
2811 Internet Blvd
Frisco, Texas 75034-1851
Tel +1 469 365 3000
Tel +1 800 468 3266
6th Edition (August 2014)
© Copyright 2014 Aastra USA Inc. All rights reserved.
Information in this manual may change with product revisions. Aastra® may add features or
enhancements to the product(s) and/or program(s) described in this manual at any time.
Technical Publications freezes the information in this manual based on the specified software and
hardware releases. Publications writers incorporate such changes into newly released publication
editions. Publications writers will incorporate any modifications provided to them after the
publication release date into the next scheduled release of the publication.
Aastra furnishes the application described in this manual under a license agreement and
customers may use or copy information in the manuals only in accordance with the terms of the
agreement.
Contact Information
Address any reader comments to:
Aastra USA Inc.
Technical Publications Manager
2811 Internet Boulevard
Frisco, TX 75034-1851
What to Expect when Contacting Company
Technical Publications will e-mail responses to customers within seven business days of the
contact. Note that product support is not available through this e-mail address. For product support,
contact Aastra Customer Technical Support (ACTS) at 1-800-729-1872. Aastra may use or
distribute review comments and information without incurring obligation.
Trademarks and Acknowledgements
Product registered trademarks and copyrights of the products included in this publication include
Clearspan® and OpEasy® as registered trademarks of Aastra Technologies Ltd.; Microsoft®
Excel as a registered trademark of Microsoft Corporation.
Revision History
The following represents the revision history of this publication:
Revision
Number
Date
Completed
Point of Contact
Description
2827-001
2827-002
2827-003
2827-004
2827-005
2827-006
04/25/2013
07/08/2013
09/04/2013
04/2014
Aastra Technical
Publications
Initial release of this publication.
Aastra Technical
Publications
Updates and revisions for R 3.5.
Updates and Revisions for R3.6.
Updates and Revisions for R3.9.
R3.10
Bev Marsh
Aastra Pubs
Aastra Technical
Publications
06/2014
Aastra Technical
Publications
08/2014
Aastra Technical
Publications
R4.0
Clearspan OpEasy® Basic Provisioning User Guide R4.0
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2014 Clearspan® is a Registered Trademark of Aastra Technologies Ltd.
Table of Contents
6th Edition (August 2014)................................................................................................................3
Trademarks and Acknowledgements.............................................................................................3
1.1 Administration Modes............................................................................................................6
1.2 Basic Provisioning..................................................................................................................6
1.3 References.............................................................................................................................6
3.1 User Add Page.......................................................................................................................8
3.1.1 Optional Tab........................................................................................................... 10
3.1.2 Phones Tab............................................................................................................ 11
3.1.3 User: Primary Phone Device View........................................................................ 13
3.1.4 User: Phone Template Page................................................................................. 14
3.1.5 SCA Options Tab................................................................................................... 15
3.2 New User E-mail Notification ............................................................................................. 15
Adding Multiple Users with Import............................................................................................... 19
6.1 Opening a Worksheet......................................................................................................... 19
6.2 Adding Users in the Worksheet ......................................................................................... 20
6.3 Correcting Validation Failures............................................................................................ 22
6.4 Importing the Worksheet.................................................................................................... 22
6.5 Viewing Import Results....................................................................................................... 24
6.5.1 Users Tab............................................................................................................... 24
6.5.2 Voicemail Tab......................................................................................................... 25
6.5.3 Error Examples on the Results Worksheet........................................................... 25
6.5.4 Results.................................................................................................................... 26
8.1 Viewing Scheduled Imports................................................................................................ 32
8.2 Restarting a Scheduled Import .......................................................................................... 34
8.3 Deleting a Scheduled Import.............................................................................................. 34
Clearspan OpEasy® Basic Provisioning User Guide R4.0
2014 Clearspan® is a Registered Trademark of Aastra Technologies Ltd.
Aastra – 2827-006
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Table of Figures
Figure 1 Explorer Search Box with URL................................................................................................7
Figure 2 OpEasy Main Page for Department Administrators...............................................................7
Figure 4 Users Main Page......................................................................................................................8
Figure 5 User Add Page – Populated with Show Details Button..........................................................9
Figure 6 Show/Hide Details................................................................................................................. 10
Figure 7 User Add Page – Optional Tab............................................................................................. 11
Figure 8 User Add – Phones Tab........................................................................................................ 12
Figure 9 User: Primary Phone Device View....................................................................................... 13
Figure 11 User Add – SCA Options Tab............................................................................................. 15
Figure 12 User General Settings: New User E-mail Notification....................................................... 16
Figure 14 Users Page – Edit Link........................................................................................................ 18
Figure 17 Worksheet Validated........................................................................................................... 21
Figure 21 Import Page – Progress Messages and Results............................................................... 24
Figure 22 Results Worksheet.............................................................................................................. 24
Figure 23 Voice Mail Tab..................................................................................................................... 25
Figure 24 Progress Messages Error................................................................................................... 25
Figure 25 Validation Status Column - Failure..................................................................................... 26
Figure 27 Worksheet – Validation....................................................................................................... 27
Figure 29 Remove User Worksheet Process Starting....................................................................... 28
Figure 30 Scheduling Request: Import: Basic Page – Top Half........................................................ 29
Figure 31 Selecting the Schedule Type.............................................................................................. 30
Figure 32 Schedule Run Once............................................................................................................ 30
Figure 34 Schedule Hourly.................................................................................................................. 30
Figure 36 E-mail Notification Section - Setup..................................................................................... 31
Figure 41 Scheduling Results – Basic Import..................................................................................... 34
Clearspan OpEasy® Basic Provisioning User Guide R4.0
Aastra – 2827-006
2014 Clearspan® is a Registered Trademark of Aastra Technologies Ltd.
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1
Overview
The primary purpose of the OpEasy® Provisioning application is to simplify the process of adding
users, features, and devices to the Clearspan® system.
1.1 Administration Modes
There are two administration modes:
Basic OpEasy Admin–Has little or no expertise on Clearspan, but can easily use Basic
Provisioning to add, modify, and delete users on the Clearspan system. For this document,
the Basic OpEasy Admin is a Department Administrator (DA) and has all of the possible
functions that can be enabled for a DA.
Advanced OpEasy Admin–Has considerable expertise with the Clearspan system. This
administrator lays the groundwork for manipulating users such as creating devices, profiles,
templates, etc. All of this is necessary for Basic Administrators to do their job. This
administrator is usually a System Administrator (SA), an Enterprise Administrator (EA), or a
Group Administrator (GA).
1.2 Basic Provisioning
This document provides instructions on adding, modifying, and deleting one Clearspan user and
user’s phone device at a time. It also provides instructions on adding and deleting multiple
Clearspan users with their phone devices using Import.
1.3 References
Advanced provisioning topics such as assigning user features, exporting, phone templates, phone
management, and group settings are covered in the Clearspan OpEasy Advanced Provisioning
User Guide.
Clearspan OpEasy® Basic Provisioning User Guide R4.0
Aastra – 2827-006
2014 Clearspan® is a Registered Trademark of Aastra Technologies Ltd.
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2
Logging In
Your system administrator will provide your username and password. Your system administrator
will also provide the URL for your login, shown in red below.
1) Enter the URL (case sensitive) into your web browser. It will be similar to the following:
Figure 1 Explorer Search Box with URL
2) Enter the User Name and Password provided by your system administrator.
3) Click Login. The OpEasy main page displays as the following image.
Figure 2 OpEasy Main Page for Department Administrators
Figure 3 Provisioning Main Page
The options that you see, both on the main page and in the pages that follow for each function,
depend upon licensing and your assigned user privileges. Direct any questions to your system
administrator.
Clearspan OpEasy® Basic Provisioning User Guide R4.0
Aastra – 2827-006
2014 Clearspan® is a Registered Trademark of Aastra Technologies Ltd.
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3
Adding a Single User
This chapter describes the process of adding a single Clearspan user.
When a new user is created, an email goes out to the user with instructions for phone setup.
3.1 User Add Page
1) From the OpEasy main menu, click Provisioning.
2) From the Provisioning page, click Users from the menu tree on the left, or click Users from the
Provisioning menu. The Users page displays as in the following image.
Figure 4 Users Main Page
The Enterprise and Group associated with this DA’s login are displayed. If the login is other
than a DA, you may be prompted to select this information.
3) Select Basic for the User Mode.
4) Click Add. The User Add page displays. If no license is available, an error displays.
5) Select the User Profile from the drop-down list. You can select User Profiles for Aastra and
Polycom phones when the Polycom Phone Support system license for Clearspan is installed.
Click the View Template button if you want to see the template that has been assigned to the
phone. The template assignment was made in the User Profile that you selected.
6) Enter the Last Name, First Name and E-mail Address of the user to add.
7) Select the Department and Phone Number.
Click the View Phone Template button if you want to see the template for the primary phone.
8) Enter the Phone Location. This can be the address, building, office, or any type of description
the system administrator has set for this value.
If the Emergency Gateway Manager is in use, then this field must contain the Emergency
Response Location (ERL) that is defined in the Emergency Gateway. In this case, your
System Administrator will assist in providing the ERL.
If the Emergency Gateway Manager is not in use, enter the physical location of this user’s
phone device.
9) Enter the Voice Portal Passcode. It should be a numeric value, four to eight digits in length.
Clearspan OpEasy® Basic Provisioning User Guide R4.0
Aastra – 2827-006
2014 Clearspan® is a Registered Trademark of Aastra Technologies Ltd.
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