Onboard Customers Using Navigation Bar or a Single Page

You can onboard a customer in a step-by-step manner by clicking links in the navigation bar or you can perform all steps from a single page by selecting the Overview option. Some of the onboarding steps are different for the two supported platform types listed below:

Standalone Platform with External Gateway

SMBC/VA Platform with Embedded Gateway

Standalone Platform with External Gateway

The image below shows the onboarding steps for a standalone platform, which connects an external Gateway to a MiVO400 PBX:



Onboarding a customer includes the following required and optional steps:

  • Required
    • Customer - Enter information about the customer including the mailing address and admin contacts.
    • Gateway-Enter information about the physical Gateway site or the virtual machine and configure IP addresses to associate the Gateway with the CloudLink Platform.
    • PBX - Enter information to configure the MiVoice Office PBX including the IP address, CloudLink credentials, port number, and SIP trunk group credentials and extension.
    • Connect - Connect the PBX to the CloudLink Gateway and set the sync schedule.
  • Optional
    • Deployment - Deploy the CloudLink application associated with your PBX (for example, Mitel One, and Mitel MiVoice Office).
    • Advanced - Configure advanced settings that can be used for troubleshooting issues, usually while working with Mitel Support.

For standalone platforms, see Enter Customer Information for details about the next step of the onboarding process (Customer).

SMBC/VA Platform with Embedded Gateway

The image below shows the onboarding steps for an SMBC/VA platform, which syncs an embedded Gateway to a MiVO400 PBX:



Onboarding a customer includes the following required and optional steps:

  • Required
    • Customer - Enter information about the customer including the mailing address and admin contacts.
    • Gateway-Enter information about the physical Gateway site.
    • Sync- Sync the CloudLink Gateway to the PBX.
  • Optional
    • Deployment - Deploy the CloudLink application associated with your PBX (for example, Mitel One, and Mitel MiVoice Office).
    • Advanced - Configure advanced settings that can be used for troubleshooting issues, usually while working with Mitel Support.

For SMBC/VA platforms, see Enter Customer Information for details about the next step of the onboarding process (Customer).

Parent topic: Onboard Customers
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