Creating a Cisco phone

What it is for

The Create Device dialog creates the line (directory number) and the device in the CUCM in one pass. You can create the phone without a user, assign it to an existing end user, or create the end user in the same operation.

You can order several devices for the same number in one pass: IP phones, analog devices, a virtual device, device profiles and softphones. EasyUC sends each device row to the CUCM separately and shows the status per row. If one row fails, the others are kept, and a second save repeats only what has not been created yet.

In classic mode, the template selected from the package determines which values the device receives (device pool, partition, calling search space, phone button template). In Template 2.0 mode, EasyUC applies the configuration of the location automatically. You do not select a template in that case.

Prerequisites

The license module cucm is installed, and the correct CUCM connection is selected.
Role ROLE_APP_VIEW_PHONE_PAGE for the Phones page and ROLE_APP_CREATE_DEVICE for the Create button.
For the Create new Enduser option, ROLE_APP_CREATE_ENDUSER in addition. Without this role the option is missing.
Your EasyUC account has access to the location where the phone is to be placed.
Classic mode: the location has a package, and the package contains a phone template for the required model.
Template 2.0: IP phone models are configured for the location in the template settings. Otherwise the dialog reports Template 2.0 is not configured for this location.
You have the MAC address of the phone. Alternatively, use the Activation Code if the feature is switched on at the CUCM connection and the model supports it.
If the Check Number Range option is active in Device Creation Settings, the number must lie within a number range of a location.

Step by step: creating a phone from the phone list

Open EasyUC Cisco → Devices → Phones. The page is called Manage Phones.

Original view for this guide Go to step 1
Filters sit above the phone rows. Each row brings together the device, numbers, user and Actions menu.

EasyUC · Lab/demo environment
See phones, lines and users together

Find the phone you need and move from its assignments directly to the relevant action.
Click Create at the top right. The Create Device dialog opens.
At the top, select who the phone belongs to: No Enduser, Existing Enduser or Create new Enduser. Existing Enduser is preselected.
With Existing Enduser, select the person in the Enduser field.
Enter the Phone Number. Choose a number opens the number plan next to the dialog, where you click a number. Under Get Free phone number you select Get first number or Get random number.
Check the Location field. If the number lies within the number range of a location, EasyUC preselects that location. Otherwise select it yourself.
Check the Package field. It appears after the location has been selected. In Template 2.0 it appears only if the location has additional packages.
Read the status line below the fields. It shows whether the number is Free, belongs to a user or already exists as a CUCM line. For a number that is in use, confirm its use with Use the number anyway or Use as a shared line. Without confirmation the server rejects the number.
With Create new Enduser, fill in the Enduser block. The phone number is taken from the field above.
In the Phones card, click IP Phone. A device row appears.
Select the Model. In classic mode, then select the Template. In Template 2.0, the note Template 2.0 – location values are applied automatically appears in this place.

Original view for this guide Go to step 11
The creation dialog shows Charlotte as the selected user, the USA location and the Cisco 8841 model. Phone number and MAC address are still empty; select additional softphones on the right if needed. This example has not been saved.

EasyUC · Lab/demo environment Interface screenshot in German
Create a phone

Unsaved form from the EasyUC lab: a user and location are selected; the number and MAC address must be completed before creation. The softphone selection is shown separately.
Enter the MAC Address. If you tick Activation Code instead, EasyUC enters a placeholder address that starts with 000000.
Only with No Enduser in classic mode: in the Line/Device Naming field, enter the name that the line and the device are to carry.
If required, add further rows (IP Phone, Analog, Virtual Device, Device Profile) or tick the required clients in the Soft Phones card on the right. The softphone card appears only if an existing end user is selected.
Check the Enduser Settings option. It is switched on and updates the end user based on the user template of the location.
Click Save. Each row shows its status: pending, success, error or skipped. When all rows are successful, the dialog closes.

Step by step: creating a phone from the user profile or the number plan

From the user profile: open EasyUC Cisco → Users → Users, open the profile and click Create in the Devices card.
The dialog already knows the user. The selection No Enduser / Existing Enduser / Create new Enduser is omitted.
The Phone Number is prefilled with the number of the user. If prefixes for the prefilled phone number are stored at the CUCM connection, the field contains the shortened extension, and the location of the user is preselected.
In this case the status line shows This user's number. The line does not exist yet and is created when the phone is created.
From the number plan: open EasyUC Cisco → Numberplan, find a free number and select Actions → Add Device in its row. The number is then entered in the dialog.
In both cases, continue with location, package, device row and Save as in the procedure above.

Fields and options

Fields and options
Field / action	Meaning and use
No Enduser / Existing Enduser / Create new Enduser	Defines who the device is assigned to. Changing the option clears the end user, the softphones and all device rows. Device profiles can only be added with Existing Enduser.
Enduser	Selection of the existing CUCM user. Visible only with Existing Enduser.
Phone Number	Directory number of the first line. Required. If Check Number Range is active, a click in the field opens the number plan selection directly.
Choose a number	Opens the number plan as a side panel. The legend distinguishes Free, Assigned to a user · no CUCM line, CUCM line exists and Reserved.
Get Free phone number	Menu with Get first number and Get random number. The search follows the settings of the location.
Location	Required. Determines the package, the templates, the Template 2.0 values and the softphone client (Jabber or Webex App). Changing it clears the package and the device rows.
Package	In classic mode, narrows down models and templates. It is reset when the location changes.
Phone Number Information	Status line for the number. Shows assigned users with their source (LDAP or CUCM) and, for an existing line, the partition and the phones. If there are several lines with this number, select the required one under Choose the CUCM line and partition.
Phones card	Buttons IP Phone, Analog, Virtual Device and Device Profile. A virtual device is only possible on its own on a line. As soon as one is selected, the other buttons are disabled, and vice versa.
Model	Classic: models for which the package has a template. Template 2.0: the IP phone models configured for the location.
Template	Classic mode only. Phone template from the location and the package that matches the model.
MAC Address	Required for IP phones. Twelve hexadecimal characters, also separated by colons, hyphens or dots. Appears as soon as the model is selected (classic: as soon as the template is selected).
Activation Code	Visible only if the feature is active at the CUCM connection. For models without this feature the checkbox is disabled (note: This model does not have the auto registration feature).
Line/Device Naming	Only with No Enduser in classic mode. Free name for the line and the device, because no user name is available.
Analog: Gateway, Port, Template	Row for an analog device. With No Enduser, additionally Description on Analog Port, Label and Alerting Name.
Virtual Device: Template, Forward Number	Creates a CTI route point with the number. The Forward Number field contains the forwarding destination. With No Enduser, additionally Line/Device Naming.
Soft Phones	Tiles for Windows/Mac, iPhone, Android and tablet, named after the client of the location (Jabber or Webex App). exists means the user already has this client. Not released means the location does not permit the type. MS Teams appears only if the older Teams integration is active at the CUCM connection.
Enduser Settings	Checkbox, on by default. The end user is updated based on the template stored at the location.

Check the result and troubleshoot

Success: all rows show success, the dialog closes, and the phone appears under Devices → Phones and in the Devices card of the user profile.
The dialog stays open: at least one row shows error. Read the message at the field, correct the value and click Save again. Rows that were already successful are not sent again. Softphones are only created once all IP phone rows are successful.
This device already exists: the MAC address already exists in the CUCM. The dialog shows the lines and end users of the existing device. It is taken over only if you tick Should EasyUC really use this phone for the current User?. Otherwise the row shows skipped.
Required-field messages: Please enter phone number, Please select a location, Please select the model, Please enter mac address, Please select an enduser.
Messages about the number come from the server in English, for example The phone number: 7517 is occupied in CUCM, is RESERVED, BELONGS to a Route/Translation Pattern or is not a part of any defined range. Check the number in the number plan and select a free one.
The assignment of phone number … has changed. Select the number again and confirm its current assignment.: the assignment has changed since your confirmation. Select the number again and confirm once more.
User-assigned numbers and shared lines are supported here for IP phones and Jabber.: you confirmed a number that is in use and at the same time ordered an analog device, a virtual device, MS Teams or a device profile. Remove these rows or select a free number.
Button in the Phones card disabled: the tooltip states the reason, for example Cannot add device as line already has virtual device present or Device profiles can only be created for an existing end user.
No model selectable in Template 2.0: message No IP phone model is configured in Template 2.0 for this location yet. With the role ROLE_APP_UPDATE_TEMPLATE_SETTINGS, the link Open Template settings leads to the configuration.
No free number was found according to the location settings: the number range of the location is exhausted or not maintained. Check the location and the number plan.
Phone created but not registered: creation and registration are separate operations. Check the model, the MAC address and the network connection of the phone. You then set up further lines and buttons via Actions → Phone Buttons Support.