Modern cloud telephony gives users ultimate flexibility: they can dial from desktop clients, dedicated desk phones, or smartphones. This guide walks through connecting each device type to your Cloud PBX.
1. Configuring a Softphone
Softphones are software-based phone apps running on Windows, macOS, or Linux.
- Install a SIP client (for example, Zoiper, Bria, or MicroSIP).
- Obtain your SIP credentials from the Cloud PBX portal:
- SIP username and password
- SIP server address (hostname or IP)
- Transport protocol (UDP, TCP, or TLS)
- In the softphone’s account settings:
- Enter the server address and port (usually 5060 for SIP, 5061 for TLS).
- Choose the matching transport protocol.
- Input your username and password.
- (Optional) Configure STUN or ICE to traverse NAT/firewalls.
- Save and register—your softphone should show “Online”.
Tip: Enable SRTP in the client for encrypted audio.
2. Setting Up a Hardware IP Phone
Dedicated IP phones (Yealink, Polycom, Cisco) connect via Ethernet and often PoE.
- Connect the phone to your LAN and power it (PoE or DC adapter).
- Find its IP address in the phone’s menu or via your DHCP server.
- Open the web interface in a browser (
http://<phone-ip>). - Log in with the default admin credentials.
- Under “Account” or “SIP Settings”:
- Enter your SIP server address, port, username, and password.
- Select transport protocol.
- (Optional) Point the phone to an auto-provisioning URL for bulk setup:
- Provisioning > Server Type: HTTP/HTTPS
- Server URL: your PBX’s provisioning endpoint
- Save and reboot—the phone will register automatically.
Pro Tip: Lock down the web interface and change default admin passwords.
3. Activating a Mobile App
Mobile softphones let remote and field teams stay connected. Apps like Zoiper Mobile, Bria Mobile, or the PBX’s native app are popular.
- Download the app from App Store or Google Play.
- In the app’s account setup:
- Input SIP credentials exactly as for a desktop softphone.
- Enable push notifications (for reliable inbound call alerts on iOS).
- Use QR-code provisioning if supported: scan a code from the PBX dashboard to auto-import settings.
- Test inbound and outbound calls—ensure your mobile data or Wi-Fi has sufficient bandwidth.
Tip: On iOS, only apps using VoIP push notifications can ring consistently in the background.
4. Security and Best Practices
- Enforce SIP over TLS and SRTP to encrypt both signaling and media.
- Use strong, unique passwords and limit registration attempts.
- Keep firmware and softphone apps up to date to patch vulnerabilities.
- Segment voice traffic on a separate VLAN and apply QoS policies.
- Regularly audit active registrations and device IPs.
By following these steps, your team can connect any desktop, desk phone, or smartphone seamlessly to your Cloud PBX—ensuring crystal-clear calls, robust security, and on-the-go flexibility.