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Polycom Zero Touch Provision (ZTP) and PDMS-SP

Written by Mira Beltre

Updated at September 6th, 2024

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Table of Contents

Scope Requirements ZTP PDMS-SP Polycom Zero Touch Provision (ZTP) Provisioning: Add Global Username and Password to Polycom ZTP Profile Adding Devices to ZTP PDMS-SP Add a Base Profile Add Device to Obitalk Portal

Scope

Intended Audience: All Users

This article goes over the steps of how to add a device via Polycom's ZPT as well as PDMS-SP

 

Requirements

ZTP

  • Access to Polycom ZTP site 
  • A list of all MAC Addresses needed to be added to ZTP 
  • MAC addresses must already have been entered in the Manager Portal

PDMS-SP

  • An Obitalk.com Account
  • Lineman's butt set, or an analog phone
  • All entries are case-sensitive unless otherwise noted
  • Firmware Version Required: 3.1.0 (build 5110)+
 

Polycom Zero Touch Provision (ZTP)

Note: All Polycom Devices are compatible with Polycom Zero Touch Provision (ZTP)

Provisioning: Add Global Username and Password to Polycom ZTP Profile

  1. Log into your Poly ZTP console
  2. Select the Profile option from the top menu
  3. Select the profile you wish to add the Global username and password to
  4. Under Provisioning, enter the provisioning URL ndp.ucaasnetwork.com/cfg and the 
    Global Username and Password, then click Save
  5. All future devices using the selected profile will now use the Global One Time Username and Password to authenticate with the configuration server. 

Adding Devices to ZTP

  1. Log into your Poly ZTP console
  2. Select the Device option from the top menu
  3. Select Register Devices
  4. Fill out the following information
    1. MAC Address: MAC Address of Phone
    2. Profile: Select the profile name of the provisioning server
    3. Tag: <domain name> optional
      Note: Alternatively, you can also download the template, fill out the fields, and upload the devices via .csv
  5. Click Register Devices
  6. The status of the registration will be confirmed once it is completed

PDMS-SP

Note: Only certain Polycom devices (Edge, OBi, and some VVX) can be provisioned using 
PDMS-SP. Please refer to this compatibility list.

Add a Base Profile

Note: This step only needs to be completed once.

  1. Select Manage Base Profiles from the left menu
  2. Select the next available base profile in the dropdown
  3. Name the profile Hosted PBX
  4. Set Default Profile to yes
  5. In the Profile field, enter the following
  6. Click Update

Add Device to Obitalk Portal

  1. Connect your Obi device to the LAN and power
  2. Connect your lineman's butt set or analog telephone to the Phone port
  3. Navigate to https://obitalk.com/
  4. From the left menu click Add Device
  5. Click Next
  6. Open a line on the Obihai device and press the key codes listed on the page
  7. You will hear an announcement saying "The number you've dialed has been sent to the server". You may disconnect the line
  8. The screen will change showing the Device model, OBi #, MAC, SN and status
  9. Click Confirm
  10. You should be taken back to your Manage Devices page with the notice that the Obihai has been added to your account
  11. Click on the ObiNo of the device you wish to manage
  12. Under the Device Details tab, update the following fields
    1. Primary Line: SP1 Service
    2. Base Profile: Select the Base Profile previously created
  13. Under the Notes tab, use the Device Note field to add a brief description of the ATA's use
  14. Click Save

     

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