Softphone.Pro provisioning in Team

Enable Softphone provisioning if you want to manage softphone settings in Team. You can find general provisioning settings on Settings - Softphone.Pro - General settings page.

Enable provisioning

Agents don't need to set up their softphones once the Softphone provisioning feature is enabled: softphone desktop apps will receive and update their settings automatically on start. Agents will see the "please restart" message once you update softphone settings in Team:

Restart notification of Softphone.Pro

How softphone provisioning works

Team generates SoftphonePro.ini configuration file for each Agent. It merges general settings defined on Settings - Softphone.Pro - General settings and Agent personal settings on Edit user - Softphone.Pro tab.

All the softphone settings you define in Team are added to configuration file with System configuraiton templates. Team adds System templates for every new user on his or her Softphone.Pro tab. Team replaces System configuration templates with a specific configuration sections and parameters only if Softphone provisioning is enabled.

Delete System configuration template from softphone configuration file if you don't want to use it:

Delete system template tag

Team doesn't update or add System configuraiton templates to Agent's softphone configuration file if it's not empty.
Anyway you can still use System configuraiton templates for those Agents: just copy include tags for the required system configuration templates to Configuration file editor manually.

System configuration template names start with _ prefix. Below you can find brief description of all the System configuration templates:

_Restrictions It makes settings hidden, so Agent can't see them on Softphone.Pro Settings window.
It contains the [restrictions] section parameters:
DisplaySettingsRestriction, SipSettingsRestriction, SipAccountsSettingsRestriction, CustomStatusesRestriction, CallTagsRestriction, LicenseSettingsRestriction.
_SipSettings SIP general settings.
It contans SoftphonePro.ini parameters from [AppSettings] section:
AudioCodecs, EnableCallWaiting, AutoAnswer, SaveRecords.
_Account1 SIP account settings.
It contans SoftphonePro.ini parameters from [SipAccount1] section:
Name, Server, Proxy, Domain, AuthId, Username, Password, DisplayName.
_ACW After call work (ACW, call wrap-up).
It contans SoftphonePro.ini parameters from [AppSettings] and [CallTag] sections:
PostProcessingWindowEnabled, PostProcessingStatus, Name.
_Statuses Status behavior and custom statuses.
It contans SoftphonePro.ini parameters from [AppSettings] section:
SetSipBusyHereForNA, SetSipBusyHereForAway, UserIdleSetAway, UserIdleSetOnline, UserIdleTime.

Softphone general settings

Enabling softphone provisioning will delete Softphone.Pro local settings stored on Agent computers, namely license key, SIP settings and SIP accounts, status and ACW settings.
Softphone.Pro desktop apps stop working immediately if you leave SIP account settings empty in Team. It's recommended to enabe Softphone configuraiton provisioning when Agents don't handle calls.

1. Open Settings - Softphone.Pro - General settings page and define SIP server settings:

SIP server connection settings

2. Check out other settings on that page and update if needed. Click Save button to save settings:

General Softphone.Pro settings

Define SIP login and password for Agents

1. Define SIP login and password for every Agent on his or her Softphone.Pro tab:

Agent SIP account

2. Click Save button to save settings.

Using configuration templates

You can create your own configuration templates and use them together with Softphone configuraiton provisioning.

Example 1: How to set up screen pop-up

1. Open Settings - Softphone.Pro - Advanced settings page and click Create configuraiton template button.

Create configuration template

2. Define template Name and add the following configuration section in Template editor:

[ExternalEventReceiver1]
EventType=IncomingCallStarted
AppType=LocalBrowser
Link="http://example.com?event=%EVENT%×tamp=%TIMESTAMP%&direction=%DIRECTION%&login=%LOGIN%&server=%SERVER%&number=%NUMBER%&callername=%CALLERNAME%&applogin=%APPLOGIN%&header=%HEADER1%"
InputName=
SipAccount=0

New configuration template

3. Click Save button to save configuraiton template.

4. Open Settings - Users page and click on Agent's name to open his or her edit page:

Open agent profile

5. Open Softphone.Pro tab and copy your new template to a clipboard by clicking the Copy button:

Copy template tag

6. Paste template snippet in the Configuration file editor:

Paste template tag

7. Click Save button to save configuraiton file.

8. Agent will see the "please restart" message in his or her Softphone.Pro desktop app. Softphone.Pro will load an updated configuraiton file after restart.

Modifying configuraiton file

You can also add configuration sections and parameters on Softphone.Pro tab.

Example 2: How to add second SIP account

1. Open Settings - Users page and click on Agent's name to open his or her edit page:

Open agent profile

2. Open Softphone.Pro tab:

Open Softphone.Pro tab

3. Add SIP account configuration section in the Configuration file editor. Find more on [SipAccount] configuraiton section in SoftphonePro.ini configuraiton file knowledge base article.

[SipAccount2]
Name= SIP account 2
Server=siperver.com
Proxy=
Domain=
AuthId=
Username=Doctor
Password=secretpassword
DisplayName=Doctor Dolittle
PublicAddress=
LocalPort=
RegisterTimeout=300
SRTP=None
Transport=Auto
CallTransferMode=Sip
CallTransferDTMF=
CallPickupDTMF=
PublishPresence=0
RtpPortStart=
RtpPortEnd=
STUN=
ICE=0
AllowIpRewrite=0
RegisterOnStartup=1
IsDefault=0
KeepAliveTimeout=15
RingingSound=

Edit configuration file

4. Click Save button to save settings.

8. Agent will see the "please restart" message in his or her Softphone.Pro desktop app. Softphone.Pro will load an updated configuraiton file after restart.