Set up the desktop client of the Easybell app
A Cloud Telefonanlage Pro is required to use the Easybell app for desktops.
At least Windows 10 or macOS 13 Ventura must be installed on the computer.
The installation files are available for download in your Cloud Telephone System Pro (see step 4).
Cloud Telefonanlage öffnen
Log in to my.easybell.
In the page navigation, click on the "Cloud PBX" menu item and then on "Devices".
Endgeräte in der Cloud Telefonanlage anlegen
Die Cloud Telefonanlage verknüpft zwei Komponenten miteinander:
- Nebenstellen (User & Ressourcen): Hier verwalten Sie Ihre Rufnummern und erstellen Regeln dafür.
- Endgeräte: Hier verwalten Sie Endgerätekonten, verknüpfen diese mit Ihren Rufnummern und generieren Zugangsdaten für Ihre IP-Telefone oder Software und Apps.
Wenn in diesem Artikel von „Endgerät“ die Rede ist, meinen wir damit ein solches Endgerätekonto in der Cloud Telefonanlage.
To have your devices automatically configured in the Cloud PBX, please follow these steps.
1. Access the Cloud PBX
Open my.easybell and click on “Cloud PBX” in the menu bar.
Depending on the function, the Cloud PBX uses two different types of extensions:
- User: person-specific extensions
- Resources: non-person-specific extensions
Please click on the relevant entry in the sidebar.
2. Add device
On the overview page of your Cloud PBX, go to the “Devices” section. Click “Add New Device”.
3. Configure device
Basic settings
The first section of the “Add Device” menu displays the “Basic Settings” for the new device. Please assign a “Name” to the device. A meaningful name will help you keep track of your devices when you have many of them.
Please select the “Device Type”. You can register an IP phone directly in the Cloud PBX using SIP credentials, or the app using the provided QR code. However, you can also use an external phone, such as your cell phone, as a device for incoming calls.
Depending on which device type you select, additional sections will appear next to “Basic Settings,” such as “Incoming Calls.”
Incoming Calls
Here you can choose which extensions to assign to the device—that is, which phone number(s) the device should be reachable via. Click on “Assign extension” and select one or more extensions. Then save your changes.
Outgoing calls
In this section, you can configure settings for outbound calls for most types of devices.
If you want to prevent outbound calls from being made externally via the device, simply uncheck the box next to “Allow external calls”. Once this option is disabled, only internal calls can be made via this device.
Under “Outgoing SIP Trunk” , please select the desired header number with the corresponding customer number.
Under “Internal Name Display” , specify which display name should be shown during internal calls.
Under “Internal Number Display” , configure the display of the speed dial for the corresponding extension.
For “External Caller ID” , in addition to the extensions, the options “Hidden Number” and “Custom Number” are available for displaying the caller ID during external calls. Please note the legal information regarding these options.
For the device type “External Device,” you must enter the phone number in the “External Device” tab.
Configure device
The “Device Configuration” section is where you configure the device—a process sometimes referred to as provisioning. Here, you can choose between manual and automatic setup. We recommend automatic setup if your IP phone is supported by us (currently Gigaset, Htek, Snom, and Yealink). For a comprehensive description and additional information on automatic configuration, please refer to our article “Automatic Configuration of Existing Devices in the Cloud PBX (ACS)”.
To generate login credentials for a device, please click the “Save and Generate Login Credentials” button. The next section describes manual and automatic setup in detail.
Manual configuration
You can copy your login credentials to the clipboard using the copy icons and then paste them into your IP phone. To change the SIP password, please click the pencil icon next to it.
After you click “Save,” the newly created device will be listed in the overview under “Devices.”
Automatic configuration
For "How do you want to configure the device?" please select "Automatically".
Details of the device
Manufacturer: Please select the manufacturer of your IP telephone using the drop-down menu.
Type: Select your model using the drop-down menu.
If your manufacturer or model is not listed in the drop-down menu, easybell does not yet offer an automatic configuration option for these.
MAC address: You can find the MAC address on the back of your IP phone.
Authentication method
For automatic configuration of your telephone, it first registers with the manufacturer's provisioning server to request the necessary settings. The MAC address of the device must be transmitted for unique identification. Since MAC addresses can be manipulated, we strongly recommend an additional authentication method. You can choose between two types:
Username/Password: When you reboot your IP phone for the first time, you will be prompted for the HTTP user name and HTTP password on the display of your phone. This refers to the ACS login data, which you have to take over from the easybell customer portal. The entry is only necessary at the first restart after a reset of the telephone.
Trusted IP: When the device is (re-)started, it can only log on to the provisioning server (and thus start the automatic configuration) if it is in a specified IP-range. With a click on the gear-symbol on the righthand side, you can define one or more IP addresses from which logon is allowed.
Additional features
The settings "Assign softkeys", “Secure Calling” and “Contacts” are optional. If you would like to use them, we recommend our article "How to configure devices automatically in the Cloud Telefonanlage (ACS)?", which describes the features in further detail.
4. Completing the setup
If you are satisfied with your settings, click "Save". Your newly created device is now listed in the overview of your Cloud Telefonanlage under "Devices".
2. set up the device
Please make the following selection under Basic settings:
End device type: Easybell-App
Type of app: Desktop client
Then set up outgoing and incoming telephony for the device as usual. You can find more information on this process in "Setting up devices in the Cloud Telefonanlage".
3. generate access data
If all the information is complete, you can click on the "Save and generate access data" button in the "Configure device" section and you will now see the access data for this device.
Attention: These are required in step 5.
4. install software
Download links for the desktop client for Microsoft Windows and Apple macOS appear next to the access data.
Please download the appropriate desktop client for your operating system and then continue with the appropriate step in the instructions.
Before you can start the installation, you must first unzip the file. As a rule, double-clicking on the ZIP file that you have downloaded is sufficient for this. Another click on the contained EXE file will start the installation.
If your operating system does not yet have an archiving programme on board, please install one first (e.g. WinRAR or similar).
When you run the downloaded file, it is automatically set up and opened as a temporary drive. Please move the desktop client from there to your programmes folder.
To start the app, use Spotlight (CMD space bar) and type in "Easybell". Alternatively, open the Applications folder in the Finder (CMD-SHIFT-A) and start the Easybell app there.
5. login to the desktop client
Once you have successfully installed the Easybell Desktop App, please use your access data from step 3 and log in.
6. set up desktop client
The first time you open the desktop client, you must first agree to Easybell's privacy policy. You then have the option of setting up the app as the default telephony app, e.g. to be able to call linked telephone numbers directly via the app (Click2Dial).
Now you can finalise the setup by clicking on "Done" and access your desktop client.
In the app, you can also call up the web interface of the OfficeDesk on your end device. For this reason, you will be asked for your cookie preferences at the beginning.