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Devices

Overview

The Devices section is where you register and manage the IP phones used by your company. Each device entry links a physical phone — identified by its MAC address and model — to the platform so that:

  • The phone can be automatically configured (provisioned) without manual setup.
  • Individual phone lines (ports) can be assigned to extensions, giving that phone a direct number.
  • You can monitor which phones are in use and how many of their lines are free.

PortaSwitch generates a configuration file unique to each phone's MAC address. When the phone boots, it downloads this file and registers automatically — no manual SIP configuration on the phone is required provided auto-provisioning is enabled.

Devices List

Navigate to Inventory → Devices to see all registered phones.

Devices List

ColumnDescription
Device name / ModelFriendly name and the manufacturer model of the phone
Assigned extensionsExtensions currently assigned to lines on this device
MAC addressThe hardware identifier used to generate the device's configuration file
Free linesHow many phone lines are unassigned out of the total available (e.g. 4 / 6)
Inventory IDOptional internal reference code for asset tracking
ActionsEdit or delete the device

Use the filter fields above the list to search by Device name, Extension, MAC address, Inventory ID, or Status (Not used / Used / Completely used).

Adding a Device

  1. Click + Add new device on the Devices page.
  2. Fill in the Add new device dialog:

Add New Device Dialog

FieldRequiredDescription
ModelYesSelect the phone manufacturer and model from the list of supported devices
MAC addressYesThe phone's hardware address, printed on a label on the device (format: xx:xx:xx:xx:xx:xx)
Device nameYesA friendly label for this phone. Click the auto-generate icon to create one from the model and MAC address
ASCII / AES keyNoEncryption key for the configuration file (Yealink: 16 chars; others: 16, 32, or 64 chars)
Inventory IDNoOptional internal asset tracking reference (max 64 characters)
DescriptionNoFree-text notes about this device (max 255 characters)
  1. Click Save. The device is created and you are taken to its detail page.
Importing multiple devices

To add many phones at once, use Import devices from a file (available from the list page actions menu). Prepare a CSV file with one device per row (model, MAC address, name) and upload it.

Device Details

Click any device in the list to open its detail page. The header shows the device name, model, and a summary of used and free lines.

The detail page has up to three tabs: General, Lines, and Profile.


General Tab

The General tab displays the device's hardware identity and optional metadata.

Device General Tab

FieldDescription
ModelRead-only. The phone model selected at creation time
MAC addressThe phone's hardware address. Can be corrected if entered incorrectly
Device nameEditable friendly label
ASCII / AES keyEncryption key for the provisioned configuration file
Inventory IDOptional internal asset tracking code
DescriptionFree-text notes

Click Save to apply changes.


Lines Tab

The Lines tab shows every physical phone line (port) on the device and the extension assigned to it.

Device Lines Tab

ColumnDescription
LinePort number on the phone (Line 1, Line 2, …)
ExtensionThe extension currently registered on this line
DID numberThe phone number associated with this extension
Extension nameThe display name of the extension user

Assigning an Extension to a Line

  1. Click the edit icon on the desired line.
  2. In the Assign extension dialog, search for and select an extension.

Assign Extension Dialog

  1. Click Save.

The phone will pick up the new assignment the next time it downloads its configuration file (typically at next boot, or when provisioning is forced).

Releasing a Line

To free a line, click the release icon on that line and confirm. The extension is unlinked but neither the extension nor the device is deleted.


Profile Tab

The Profile tab lets you apply a device profile to this phone, which controls its full configuration: SIP settings, programmable key actions, and phone book assignments.

Device Profile Tab

Select a profile from the Device profile dropdown and click Save. The phone will download the updated configuration at its next provisioning cycle.

note

The Profile tab only appears for device models that support auto-provisioning profiles. If the tab is absent, the device's configuration must be managed on the phone directly.

Deleting a Device

A device can only be deleted when all of its lines are free (no extensions assigned). To delete:

  1. Open the device detail page.
  2. Go to the Lines tab and release all assigned extensions.
  3. Click Delete device and confirm.