Grandstream Networks, Inc.

Grandstream Device Management System (GDMS)

User Guide
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 Table of Content

DOCUMENT PURPOSE ............................................................................................... 24

CHANGELOG ............................................................................................................... 25

Version 1.0.10.23 ................................................................................................................................. 25

Version 1.0.9.13 ................................................................................................................................... 25

Version 1.0.8.16 ................................................................................................................................... 25

Version 1.0.7.11 ................................................................................................................................... 26

Version 1.0.6.10 ................................................................................................................................... 26

Version 1.0.5.5 ..................................................................................................................................... 26

Version 1.0.4.9 ..................................................................................................................................... 27

Version 1.0.3.4 ..................................................................................................................................... 27

Version 1.0.2.8 ..................................................................................................................................... 27

Version 1.0.1.16 ................................................................................................................................... 28

Version 1.0.1.3 ..................................................................................................................................... 28

Version 1.0.0.65 ................................................................................................................................... 28

Version 1.0.0.42 ................................................................................................................................... 29

WELCOME ................................................................................................................... 30

PRODUCT OVERVIEW ................................................................................................ 31

Feature Highlights ................................................................................................................................ 31

GDMS Technical Specifications ........................................................................................................... 32

GETTING STARTED..................................................................................................... 34

GDMS Overview .................................................................................................................................. 34

Main Functions Overview ............................................................................................................. 34

Prerequisites ................................................................................................................................. 36

GDMS Account Registration ................................................................................................................ 36

Supported Devices and Requirements ................................................................................................ 38

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 Connect with GDMS ............................................................................................................................ 39

VOIP SYSTEM .............................................................................................................. 40

Overview .............................................................................................................................................. 40

Device Statistics ........................................................................................................................... 40

Device Distribution ........................................................................................................................ 42

Overview ....................................................................................................................................... 43

Account Management .......................................................................................................................... 43

Overview ....................................................................................................................................... 43

Add SIP Server ............................................................................................................................. 44

Add SIP Account ........................................................................................................................... 47

Batch Import SIP Account ............................................................................................................. 50

Allocate Device ............................................................................................................................. 53

Edit Account .................................................................................................................................. 53

Batch Modify SIP Server of SIP Accounts .................................................................................... 54

Delete Account.............................................................................................................................. 55

Export Account.............................................................................................................................. 56

Edit SIP Server ............................................................................................................................. 56

Delete SIP Server ......................................................................................................................... 56

Device Management ............................................................................................................................ 57

Add Device ................................................................................................................................... 59

Batch Import Devices.................................................................................................................... 60

Configure SIP Account (Non-DP Devices) ................................................................................... 62

Configure SIP Account/Line (DP Devices) ................................................................................... 63

Device Parameters Configuration ................................................................................................. 66

Configure Resource Files ............................................................................................................. 68

Synchronize Device Local Configuration ...................................................................................... 69

Disable Push Configuration .......................................................................................................... 69

View Device Details ...................................................................................................................... 69

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 Edit Device .................................................................................................................................... 71

View Device Operation Logs ........................................................................................................ 72

View Device Task History ............................................................................................................. 72

Firmware Upgrade ........................................................................................................................ 73

Site Assignment ............................................................................................................................ 74

Move Device ................................................................................................................................. 74

Remote Access to Device Web UI ................................................................................................ 75

Remote Access to Device Interface.............................................................................................. 77

Reboot Device .............................................................................................................................. 78

Factory Reset ............................................................................................................................... 79

Delete Device ............................................................................................................................... 79

Export Device ............................................................................................................................... 80

Manage Device via GDMS Support ..................................................................................................... 81

UCMRC SYSTEM ......................................................................................................... 83

Dashboard ........................................................................................................................................... 83

Device Statistics ........................................................................................................................... 83

Call Statistics ................................................................................................................................ 85

Device List .................................................................................................................................... 85

Overview .............................................................................................................................................. 86

Device Statistics ........................................................................................................................... 86

Call Statistics ................................................................................................................................ 86

Extension ............................................................................................................................................. 86

Edit Extension in UCM Web UI ..................................................................................................... 88

Assign Account ............................................................................................................................. 88

Delete Account.............................................................................................................................. 89

Modify SIP Server ......................................................................................................................... 89

Export Extension........................................................................................................................... 90

UCM Device Management ................................................................................................................... 90

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 Add Device ................................................................................................................................... 92

Batch Import Devices.................................................................................................................... 94

View Device Details ...................................................................................................................... 96

View Device Plan .......................................................................................................................... 98

Remote Access to UCM Web UI .................................................................................................. 99

UCM Device Diagnosis ............................................................................................................... 102

View Statistics ............................................................................................................................. 103

View Operation Logs .................................................................................................................. 108

Custom Remote Access Domain Name ..................................................................................... 109

Synchronize UCM Device Alert to GDMS ...................................................................................111

Reboot Device ............................................................................................................................ 112

Upgrade Firmware ...................................................................................................................... 112

Edit Device .................................................................................................................................. 113

UCMRC Settings ........................................................................................................................ 115

Custom Wave Logo .................................................................................................................... 116

Back up UCM Data ..................................................................................................................... 118

Batch Modify Sites ...................................................................................................................... 119

View/Disassociate Host/Spare UCM Device .............................................................................. 120

Delete Device ............................................................................................................................. 120

Export Device ............................................................................................................................. 121

Configure Parameter For Device ....................................................................................................... 121

Storage .............................................................................................................................................. 123

View Backup File ........................................................................................................................ 123

Upload Backup File..................................................................................................................... 124

Download Backup File ................................................................................................................ 125

Restore UCM Backup File Remotely .......................................................................................... 126

Delete Backup File ...................................................................................................................... 127

Convert Configuration File .......................................................................................................... 127

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 VoIP Device........................................................................................................................................ 129

Call Statistics ..................................................................................................................................... 129

Statistics Overview ..................................................................................................................... 129

Call Quality Record ..................................................................................................................... 131

Enable/Disable Call Quality Reporting ....................................................................................... 132

DEVICE CONFIGURATION ........................................................................................ 134

By Model ............................................................................................................................................ 134

Automatic Configuration Push .................................................................................................... 134

Manual Configuration Push ........................................................................................................ 134

Add Template .............................................................................................................................. 136

Set Parameters ........................................................................................................................... 138

Configure Resource Files ........................................................................................................... 140

Push Update ............................................................................................................................... 141

Edit Template .............................................................................................................................. 142

Download Configuration Template.............................................................................................. 142

Delete Template .......................................................................................................................... 142

By Group ............................................................................................................................................ 143

Add Group .................................................................................................................................. 144

Set Parameters ........................................................................................................................... 145

Configure Resource Files ........................................................................................................... 147

Push Update ............................................................................................................................... 148

Edit Group ................................................................................................................................... 148

Download Configuration File ...................................................................................................... 149

Delete Group .............................................................................................................................. 149

By CFG .............................................................................................................................................. 149

Upload CFG File ......................................................................................................................... 150

Push Update ............................................................................................................................... 151

Download Configuration File ...................................................................................................... 151

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 Delete CFG File .......................................................................................................................... 151

SITE MANAGEMENT ................................................................................................. 152

Add Site ............................................................................................................................................. 152

Batch Import Sites .............................................................................................................................. 153

Edit Site .............................................................................................................................................. 155

Delete Site ......................................................................................................................................... 156

View Devices ..................................................................................................................................... 156

Transfer Site....................................................................................................................................... 157

TASK MANAGEMENT ................................................................................................ 158

Add Task ............................................................................................................................................ 158

View Task Status ................................................................................................................................ 161

Start Scheduled Tasks ....................................................................................................................... 163

Cancel Pending Tasks ....................................................................................................................... 163

End Task ............................................................................................................................................ 163

Search Task ....................................................................................................................................... 163

Delete Task ........................................................................................................................................ 164

DEVICE DIAGNOSTICS ............................................................................................. 165

Start Diagnostics ................................................................................................................................ 165

View Device Details .................................................................................................................... 166

UCMRC Connection ................................................................................................................... 168

Ping/Traceroute .......................................................................................................................... 169

Syslog ......................................................................................................................................... 171

Capture Trace ............................................................................................................................. 171

Network Diagnostics ................................................................................................................... 172

System Status ............................................................................................................................. 173

End Diagnostics .......................................................................................................................... 174

Diagnostics Records .......................................................................................................................... 174

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ALERT MANAGEMENT ............................................................................................. 176

Alert Notification Settings ................................................................................................................... 176

Message Notification Settings .................................................................................................... 176

Email Notification Settings .......................................................................................................... 179

APP Notification Settings ............................................................................................................ 182

SMS Notification Settings ........................................................................................................... 184

View Alert Notification ........................................................................................................................ 185

RESOURCE MANAGEMENT ..................................................................................... 187

Firmware Management ...................................................................................................................... 187

Custom Firmware· .................................................................................................................... 187

Official Firmware ......................................................................................................................... 188

Firmware Update Notification Settings ....................................................................................... 189

Push to Upgrade Firmware ......................................................................................................... 190

Edit Firmware .............................................................................................................................. 191

Download Firmware .................................................................................................................... 192

Delete Firmware ......................................................................................................................... 192

Other Resources Management .......................................................................................................... 192

Upload Resource ........................................................................................................................ 192

View Resource List ..................................................................................................................... 194

Copy File URL ............................................................................................................................ 194

Download Resource ................................................................................................................... 194

Modify Resource ......................................................................................................................... 195

Delete Resource ......................................................................................................................... 195

View Storage Space .......................................................................................................................... 195

CHANNEL MANAGEMENT ........................................................................................ 197

Superior Channel Binding Address .................................................................................................... 197

Add Sub-channel ........................................................................................................................ 198

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 Edit Subordinate Channel Customer .......................................................................................... 199

Delete Subordinate Channel Customer ...................................................................................... 199

Track Device ...................................................................................................................................... 200

View Device ................................................................................................................................ 200

Device Assignment Notification .................................................................................................. 201

Device Assignment ..................................................................................................................... 201

Configure Device ........................................................................................................................ 204

USER MANAGEMENT ............................................................................................... 205

Add Role ............................................................................................................................................ 205

Edit Role ............................................................................................................................................ 206

Delete Role ........................................................................................................................................ 206

Add Sub-user ..................................................................................................................................... 206

Edit User ............................................................................................................................................ 207

Delete User ........................................................................................................................................ 207

User Settings ..................................................................................................................................... 208

Sign Out ............................................................................................................................................. 209

Delete GDMS Account ....................................................................................................................... 209

Associated Company Management ......................................................................... 211

Add Associated Company .................................................................................................................. 211

Edit Associated Company .................................................................................................................. 212

Disassociate Company ...................................................................................................................... 212

ORGANIZATION MANAGEMENT .............................................................................. 214

Switch Organization ........................................................................................................................... 214

Add Organization ............................................................................................................................... 215

Edit Organization ............................................................................................................................... 217

Delete Organization ........................................................................................................................... 217

Share Organization ............................................................................................................................ 218

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 Cancel Sharing Organization ............................................................................................................. 220

Return Organization ........................................................................................................................... 221

SYSTEM LOG ............................................................................................................. 223

VALUE-ADDED SERVICES ....................................................................................... 224

UCM RemoteConnect Plan ............................................................................................................... 224

UCM Cloud IM Service ...................................................................................................................... 225

Enable Service............................................................................................................................ 225

View UCM Cloud IM Plan Service ID and Key ........................................................................... 230

Manage Bound UCM Device ...................................................................................................... 231

Edit Enterprise Name.................................................................................................................. 232

Cloud IM Maximum Storage Space ............................................................................................ 233

Synchronize UCM Data in Cloud IM Service Free Trial ............................................................. 234

Purchase Service ............................................................................................................................... 237

View My Plans ................................................................................................................................... 238

View Plan Details ............................................................................................................................... 239

Download Invoice............................................................................................................................... 240

Renew Plan ........................................................................................................................................ 241

Upgrade Plan ..................................................................................................................................... 241

Plan Expiration Notice........................................................................................................................ 242

MULTI-FACTOR AUTHENTICATION ......................................................................... 244

MFA Device Standards ...................................................................................................................... 245

Download Virtual MFA Application ..................................................................................................... 245

Enable MFA Device............................................................................................................................ 245

Enable Virtual MFA Device ......................................................................................................... 246

Enable Physical MFA Device ...................................................................................................... 248

Remove MFA Device ......................................................................................................................... 250

Lost MFA Device/Invalid MFA Device ................................................................................................ 250

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API DEVELOPER ....................................................................................................... 251

ABOUT GDMS ............................................................................................................ 253

EXPERIENCING GDMS.CLOUD SYSTEM ................................................................ 254

Table of Tables
Table 1: GDMS Technical Specifications .................................................................................................... 32

Table 2: Register GDMS Account ............................................................................................................... 37

Table 3: Supported Devices ........................................................................................................................ 38

Table 4: Overview Labels ............................................................................................................................ 41

Table 5: Account Status Description ........................................................................................................... 43

Table 6: Operation Description .................................................................................................................... 44

Table 7: Add SIP Server .............................................................................................................................. 44

Table 8: Add SIP Account ............................................................................................................................ 47

Table 9: Assign Device ................................................................................................................................ 49

Table 10: Import Account Template Options ............................................................................................... 51

Table 11: VoIP Device Management ........................................................................................................... 57

Table 12: Operation Instructions ................................................................................................................. 58

Table 13: Add VoIP Device .......................................................................................................................... 59

Table 14: Import VoIP Device Template ...................................................................................................... 61

Table 15: Configure SIP Account for DP Devices ....................................................................................... 64

Table 16: UCMRC Dashboard Labels ......................................................................................................... 83

Table 17: UCM Device Management .......................................................................................................... 91

Table 18: Operation Instructions ................................................................................................................. 91

Table 19: Add UCM Device ......................................................................................................................... 92

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Table 20: Import UCM Device Template ..................................................................................................... 95

Table 21: UCM Statistics Report ............................................................................................................... 104

Table 22: Set Daily Report Receiving Mailbox .......................................................................................... 108

Table 23: Statistics Overview .................................................................................................................... 130

Table 24: Add Template ............................................................................................................................. 137

Table 25: Add Group ................................................................................................................................. 144

Table 26: Add Site ..................................................................................................................................... 153

Table 27: Site Template Options ............................................................................................................... 155

Table 28: Add Task .................................................................................................................................... 158

Table 29: Task Status Description ............................................................................................................. 161

Table 30: Task Status Detailed Description ............................................................................................... 162

Table 31: Ping/Traceroute Options ............................................................................................................ 170

Table 32: Message Notification Settings ................................................................................................... 177

Table 33: Email Notification Settings ......................................................................................................... 179

Table 34: App Notification Settings ........................................................................................................... 182

Table 35: Notification Settings ................................................................................................................... 185

Table 36: Custom Firmware ...................................................................................................................... 187

Table 37: Custom Firmware ...................................................................................................................... 193

Table 38: Track Device .............................................................................................................................. 200

Table 39: Assign to Subordinate Channel ................................................................................................. 203

Table 40: Add Role .................................................................................................................................... 205

Table 41: Add Sub-user ............................................................................................................................. 206

Table 42: User Settings ............................................................................................................................. 208

Table 43: Add Organization ....................................................................................................................... 216

Table 44: Share Organization ................................................................................................................... 218

Table 45: Edit Cloud IM ............................................................................................................................. 227

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Table 46: MFA Device Standards .............................................................................................................. 245

Table 47: Suitable Applications ................................................................................................................. 245

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 Table of Figures

Figure 1: Select Sub Systems ..................................................................................................................... 34

Figure 2: Welcome to GDMS ...................................................................................................................... 36

Figure 3: Register GDMS Account .............................................................................................................. 37

Figure 4: Overview ...................................................................................................................................... 40

Figure 5: Model Statistics ............................................................................................................................ 42

Figure 6: Device Distribution ....................................................................................................................... 42

Figure 7: Account Management .................................................................................................................. 43

Figure 8: Add SIP Server ............................................................................................................................ 44

Figure 9: Finish Adding SIP Server to GDMS ............................................................................................. 47

Figure 10: Add SIP Account ........................................................................................................................ 47

Figure 11: Assign Device ............................................................................................................................. 49

Figure 12: Import SIP Account .................................................................................................................... 50

Figure 13: Import Account Template – General Device Template ............................................................... 50

Figure 14: Import Account Template – DP Device Template....................................................................... 51

Figure 15: Import Account Template - HT Device Template........................................................................ 51

Figure 16: Example I ................................................................................................................................... 52

Figure 17: Example II .................................................................................................................................. 52

Figure 18: Example III ................................................................................................................................. 53

Figure 19: Example IV................................................................................................................................. 53

Figure 20: Example V .................................................................................................................................. 53

Figure 21: Example VI ................................................................................................................................. 53

Figure 22: Example VII ................................................................................................................................ 53

Figure 23: Edit Account ............................................................................................................................... 54

Figure 24: Modify SIP Server ...................................................................................................................... 55

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Figure 25: Delete Account ........................................................................................................................... 56

Figure 26: Delete SIP Server ...................................................................................................................... 57

Figure 27: Device Management .................................................................................................................. 57

Figure 28: Search Devices .......................................................................................................................... 59

Figure 29: Add VoIP Device ........................................................................................................................ 59

Figure 30: Import VOIP Device ................................................................................................................... 61

Figure 31: Import VoIP Device Template..................................................................................................... 61

Figure 32: Configure SIP Account ............................................................................................................... 63

Figure 33: Configure SIP Account for DP Devices ...................................................................................... 64

Figure 34: Line Configuration ...................................................................................................................... 65

Figure 35: Device Parameter Configuration ................................................................................................ 66

Figure 36: Ringtone Configuration .............................................................................................................. 67

Figure 37: Edit Configuration File ............................................................................................................... 67

Figure 38: Resource Configuration ............................................................................................................. 68

Figure 39: View VoIP Device Details ........................................................................................................... 70

Figure 40: VoIP Device Details ................................................................................................................... 70

Figure 41: Edit VoIP Device Option ............................................................................................................ 71

Figure 42: Edit VoIP Device ........................................................................................................................ 71

Figure 43: View VoIP Device Operation Logs ............................................................................................. 72

Figure 44: View VoIP Device Task History .................................................................................................. 73

Figure 45: Upgrade Firmware ..................................................................................................................... 73

Figure 46: Site Assignment ......................................................................................................................... 74

Figure 47: Move Device .............................................................................................................................. 75

Figure 48: VoIP Device List ......................................................................................................................... 76

Figure 49: VoIP Device Web Interface ........................................................................................................ 76

Figure 50: VoIP Device List ......................................................................................................................... 77

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Figure 51: Virtual Device Interface .............................................................................................................. 78

Figure 52: Reboot Device ........................................................................................................................... 78

Figure 53: Factory Reset............................................................................................................................. 79

Figure 54: Delete Device ............................................................................................................................. 80

Figure 55: Delete Device Prompt ................................................................................................................ 80

Figure 56: Authorization Management ........................................................................................................ 81

Figure 57: Stop Authorizing Manually ......................................................................................................... 82

Figure 58: UCMRC Dashboard ................................................................................................................... 83

Figure 59: Call Statistics ............................................................................................................................. 85

Figure 60: Device List ................................................................................................................................. 86

Figure 61: Extension Management Interface .............................................................................................. 87

Figure 62: UCM Devices That Have Not Synced Extensions ..................................................................... 87

Figure 63: Edit Extension in UCM Web UI .................................................................................................. 88

Figure 64: Assign Account........................................................................................................................... 88

Figure 65: Delete Account ........................................................................................................................... 89

Figure 66: Modify SIP Server ...................................................................................................................... 90

Figure 67: UCM Device Management interface .......................................................................................... 91

Figure 68: Search Devices .......................................................................................................................... 92

Figure 69: Add UCM Device........................................................................................................................ 92

Figure 70: Added Device Successfully ........................................................................................................ 94

Figure 71: Import UCM Device ................................................................................................................... 95

Figure 72: View UCM Device Details .......................................................................................................... 96

Figure 73: UCM Device Details ................................................................................................................... 97

Figure 74: UCM Device Details ................................................................................................................... 97

Figure 75: View UCM Device Plan .............................................................................................................. 98

Figure 76: Apply for Free Trial ..................................................................................................................... 99

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Figure 77: UCM List .................................................................................................................................. 100

Figure 78: UCM Login Interface ................................................................................................................ 100

Figure 79: UCM Home Page ..................................................................................................................... 101

Figure 80: Remote Password Access ....................................................................................................... 102

Figure 81: UCM Device Diagnosis ............................................................................................................ 102

Figure 82: Diagnostic Details .................................................................................................................... 103

Figure 83: UCM Statistics Report ............................................................................................................. 104

Figure 84: View UCM Device Statistics Report ......................................................................................... 106

Figure 85: View Connected Devices Type/Amount ................................................................................... 106

Figure 86: View Call Type Statistics .......................................................................................................... 107

Figure 87: View Call Statistics Chart ......................................................................................................... 107

Figure 88: Set Daily Report Receiving Mailbox ........................................................................................ 108

Figure 89: View UCM Device Operation Logs .......................................................................................... 109

Figure 90: Device Edit Menu ..................................................................................................................... 110

Figure 91: Custom UCM Remote Access Domain Name ......................................................................... 110

Figure 92: Enter Private Domain Name and Certificate .............................................................................111

Figure 93: Reboot UCM on GDMS ........................................................................................................... 112

Figure 94: UCM Devices Listed in GDMS ................................................................................................. 113

Figure 95: Upgrade Firmware Configuration on GDMS ............................................................................ 113

Figure 96: Edit UCM Device Option .......................................................................................................... 114

Figure 97: Edit Device ............................................................................................................................... 114

Figure 98: UCMRC Settings Interface ...................................................................................................... 115

Figure 99: Plan Settings for UCMRC ........................................................................................................ 116

Figure 100: Custom Wave Logo Interface ................................................................................................ 117

Figure 101: Custom Logo .......................................................................................................................... 117

Figure 102: Back up UCM Data ................................................................................................................ 118

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Figure 103: Storage & Backup .................................................................................................................. 119

Figure 104: Site Assignment ..................................................................................................................... 119

Figure 105: View Host/Spare UCM Device ............................................................................................... 120

Figure 106: Delete Device Prompt ............................................................................................................ 121

Figure 107: Edit Account ........................................................................................................................... 122

Figure 108: Modify SIP Server Address .................................................................................................... 123

Figure 109: View Backup File ................................................................................................................... 124

Figure 110: Upload File ............................................................................................................................. 125

Figure 111: Restore Backup File Remotely ............................................................................................... 126

Figure 112: View Results .......................................................................................................................... 127

Figure 113: Convert Config File ................................................................................................................ 128

Figure 114: Converted File Successfully ................................................................................................... 129

Figure 115: Statistics Overview ................................................................................................................. 130

Figure 116: Call Quality Record ................................................................................................................ 131

Figure 117: Filter by Date .......................................................................................................................... 131

Figure 118: Call Quality Record Report .................................................................................................... 132

Figure 119: Enable/Disable Call Quality Reporting ................................................................................... 133

Figure 120: Manual Configuration Push ................................................................................................... 135

Figure 121: Example – GXV3370 ............................................................................................................. 136

Figure 122: Add Template ......................................................................................................................... 136

Figure 123: Set Parameters ...................................................................................................................... 138

Figure 124: Ringtone Configuration .......................................................................................................... 139

Figure 125: Saved Parameters Successfully ............................................................................................ 139

Figure 126: Resource Configuration ......................................................................................................... 140

Figure 127: Push Configuration File ......................................................................................................... 141

Figure 128: Schedule Config Update ........................................................................................................ 141

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Figure 129: Edit Model Template .............................................................................................................. 142

Figure 130: Download Configuration Template ......................................................................................... 142

Figure 131: Delete Template ..................................................................................................................... 143

Figure 132: By Group ................................................................................................................................ 143

Figure 133: Add Group .............................................................................................................................. 144

Figure 134: Finish Adding Group .............................................................................................................. 145

Figure 135: Ringtone Configuration .......................................................................................................... 146

Figure 136: Resource Configuration ......................................................................................................... 147

Figure 137: Push Update .......................................................................................................................... 148

Figure 138: Edit Group .............................................................................................................................. 148

Figure 139: Download Configuration File .................................................................................................. 149

Figure 140: By CFG .................................................................................................................................. 149

Figure 141: Upload CFG File .................................................................................................................... 150

Figure 142: Finalize Import ....................................................................................................................... 150

Figure 143: Push Update .......................................................................................................................... 151

Figure 144: Site Management ................................................................................................................... 152

Figure 145: Add Site .................................................................................................................................. 153

Figure 146: Import Site .............................................................................................................................. 154

Figure 147: Site Template ......................................................................................................................... 154

Figure 148: Edit Site .................................................................................................................................. 156

Figure 149: View Devices ......................................................................................................................... 156

Figure 150: Transfer Site ........................................................................................................................... 157

Figure 151: Add Task ................................................................................................................................ 158

Figure 152: Task Management List ........................................................................................................... 160

Figure 153: View Task Status .................................................................................................................... 161

Figure 154: Task Status ............................................................................................................................ 162

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Figure 155: Search Task ........................................................................................................................... 164

Figure 156: Device Diagnostics ................................................................................................................ 165

Figure 157: View Diagnostics Details........................................................................................................ 166

Figure 158: View Device Details ............................................................................................................... 167

Figure 159: View Diagnosis Result ........................................................................................................... 168

Figure 160: UCMRC Connection Diagnosis ............................................................................................. 169

Figure 161: Ping/Traceroute ..................................................................................................................... 170

Figure 162: Syslog .................................................................................................................................... 171

Figure 163: Capture Trace ........................................................................................................................ 172

Figure 164: Network Diagnostics .............................................................................................................. 173

Figure 165: System Status ........................................................................................................................ 174

Figure 166: Diagnostics Records .............................................................................................................. 175

Figure 167: Message Notification Settings ............................................................................................... 176

Figure 168: Unread Message Icon ............................................................................................................ 178

Figure 169: Email Notification Settings ..................................................................................................... 179

Figure 170: Email Alert Notification ........................................................................................................... 181

Figure 171: App Notification Settings ........................................................................................................ 182

Figure 172: SMS Notification Settings ...................................................................................................... 184

Figure 173: View Alert Notification ............................................................................................................ 186

Figure 174: Custom Firmware................................................................................................................... 187

Figure 175: Finish Uploading Custom Firmware....................................................................................... 188

Figure 176: Official Firmware .................................................................................................................... 189

Figure 177: Firmware Update Notification Settings .................................................................................. 190

Figure 178: Push to Upgrade Firmware .................................................................................................... 191

Figure 179: Custom Firmware................................................................................................................... 193

Figure 180: Other Resources .................................................................................................................... 194

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Figure 181: View Storage Space .............................................................................................................. 196

Figure 182: View My Binding Channel Address ........................................................................................ 197

Figure 183: Superior Channel Binding Address ........................................................................................ 198

Figure 184: Link Address .......................................................................................................................... 198

Figure 185: Add Remarks ......................................................................................................................... 199

Figure 186: Disassociate Sub-channel ..................................................................................................... 200

Figure 187: Track Device .......................................................................................................................... 200

Figure 188: Assign Single Device to Subordinate Channel ...................................................................... 202

Figure 189: Device Operation Options ...................................................................................................... 202

Figure 190: Assign Multiple Devices to Subordinate Channel .................................................................. 203

Figure 191: Copy and Paste Multiple MAC Addresses ............................................................................. 203

Figure 192: Import to Manage Device ....................................................................................................... 204

Figure 193: Add Role ................................................................................................................................ 205

Figure 194: Add Sub-user ......................................................................................................................... 206

Figure 195: Edit Sub-user ......................................................................................................................... 207

Figure 196: Edit Unverified Sub-user ........................................................................................................ 207

Figure 197: User Settings ......................................................................................................................... 208

Figure 198: Sign Out ................................................................................................................................. 209

Figure 199: Add Associated Company ...................................................................................................... 211

Figure 200: Associated Companies List .................................................................................................... 212

Figure 201: Edit Associated Company ...................................................................................................... 212

Figure 202: Disassociate Company .......................................................................................................... 213

Figure 203: Multiple Organizations and Administrators ............................................................................ 214

Figure 204: Switch Organization ............................................................................................................... 215

Figure 205: Add Organization ................................................................................................................... 216

Figure 206: Edit Organization ................................................................................................................... 217

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Figure 207: Share Organization ................................................................................................................ 218

Figure 208: Share Permission .................................................................................................................. 219

Figure 209: Organization List - Shared Organizations .............................................................................. 220

Figure 210: Cancel Sharing Organization ................................................................................................. 221

Figure 211: Return Organization ............................................................................................................... 222

Figure 212: System Log ............................................................................................................................ 223

Figure 213: My Plans ................................................................................................................................ 226

Figure 214: Edit Cloud IM ......................................................................................................................... 226

Figure 215: UCM Device -> Enable Cloud IM Service .............................................................................. 228

Figure 216: Cloud IM Credentials on Web Interface ................................................................................. 228

Figure 217: Bind UCM Device................................................................................................................... 229

Figure 218: Bind UCM Device on Web UI ................................................................................................ 230

Figure 219: View Service ID and Key ....................................................................................................... 231

Figure 220: Find UCM Cloud IM Plan ....................................................................................................... 231

Figure 221: View Bound UCM Devices ..................................................................................................... 231

Figure 222: Find UCM Cloud IM Plan ....................................................................................................... 232

Figure 223: Edit Company ........................................................................................................................ 233

Figure 224: Find UCM Cloud IM Plan ....................................................................................................... 233

Figure 225: Cloud IM Maximum Storage Space ....................................................................................... 234

Figure 226: Cloud IM Service Free Trial ................................................................................................... 235

Figure 227: Sync UCM Data ..................................................................................................................... 236

Figure 228: Sync UCM Data - Edit Cloud IM ............................................................................................ 237

Figure 229: Purchase Service ................................................................................................................... 238

Figure 230: View My Plans ....................................................................................................................... 238

Figure 231: UCM Cloud Storage Add-on Plan Expiration ......................................................................... 239

Figure 232: View Plan Details ................................................................................................................... 240

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Figure 233: Download Invoice .................................................................................................................. 240

Figure 234: Renew Plan............................................................................................................................ 241

Figure 235: Upgrade Plan ......................................................................................................................... 242

Figure 236: Plan Expiration Notice ........................................................................................................... 243

Figure 237: Access Personal Information Page ........................................................................................ 246

Figure 238: Scan QR Code ....................................................................................................................... 247

Figure 239: Input MFA Secret Code .......................................................................................................... 248

Figure 240: Hardware MFA Device Authentication ................................................................................... 249

Figure 241: Physical MFA Device ............................................................................................................. 249

Figure 242: API Developer ........................................................................................................................ 251

Figure 243: Apply for API Developer ......................................................................................................... 251

Figure 244: About GDMS .......................................................................................................................... 253

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DOCUMENT PURPOSE

This document introduces the GDMS platform and how to use it to manage various Grandstream products.
Currently, GDMS supports the GXV33xx series, WP820, WP810, GRP series, GXP21xx series, HT8xx
series, DP7xx series, and GVC3210.

To learn more information about the GDMS platform, please visit the link www.grandstream.com to get more
information.

The following topics will be covered in this guide:

• Product Overview

• Getting Started

• Device Management

• Account Management

• UCM Remote Connect

• Device Configuration

• Site Management

• Task Management

• Device Diagnostics

• Alert Management

• Channel Management

• User Management

• Organization Management

• Value-Added Services

• Multi-Factor Authentication

• API Developer

• About GDMS

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CHANGELOG

Version 1.0.10.23

• Added to share organizations between enterprises. Organizations can be managed by the other
associated enterprises. [Share Organization]

• Added UCM-related alert types and App notification setting module. [Alert Notification Settings]

• Added an option to apply the changes to all devices when editing the “By Model” template. Added an
option to remember the current setting for option “Auto Provision to Devices in”, and the option will be
set following the setting for the previous model template when the user creates a new one. [Add
Template]

• Optimized the “UCM Devices” interface and added the feature to apply for the free trial plan. [Add
Device]

• Optimized the “My Plans” interface and added the feature to apply for the Cloud IM service. [Enable
Service]

• Optimized interface according to the specifications of the UCM RemoteConnect plans. [VALUE-ADDED
SERVICES]

Version 1.0.9.13

• Unified the account login center. Users do not need to select US regional server or EU regional server
for login. [GDMS Account Registration]

• VoIP System is classified by supporting VoIP Device and GXW45XX Device. [Supported Device Models]

• Added search function in Set Parameters module. [Set Parameters]

• Improved the function performances in the Diagnostics module. [DEVICE DIAGNOSTICS]

Version 1.0.8.16

• Assigned permissions to separate the different subsystems in the GDMS platform. [Sub Systems]

• Added UCMRC system module and the navigation structure has been updated. Added Dashboard
module and Overview module and added displaying more UCM device status information. [UCMRC
SYSTEM]

• Optimized the UCM device list. Added Overview module and Plan Details information module in Device
Details module. [Figure 74: UCM Device Details]

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Version 1.0.10.23
• Added a new default site when adding a new UCM device to the GDMS platform. [Add SIP Server]

• Added supporting remote access to the UCMRC, UCM permissions settings, and supporting accessing
the UCM Web UI without entering a password through the GDMS platform. [UCMRC SYSTEM]

• Added managing SIP server address for UCM devices, and support configuring the advanced settings
of SIP servers. [Add SIP Server]

• Added to support Spanish, Latin Spanish, French, Greek, and Arabic languages in the GDMS
platform. [languages]

• Added to support UCMRC and VoIP subsystems in GDMS mobile application.

• Added alert messages pushing function in GDMS mobile application.

Version 1.0.7.11

• Supported Host/Spare functionality for UCMRC services. Users can view the Host/Spare associations
in the GDMS platform and disassociate the relationship. [View/Disassociate Host/Spare UCM Device]

• Supported to allow users to diagnose UCMRC services availability. [UCM Device Diagnosis]

• Supported access to the Web UI of the VoIP devices remotely. [Remote Access to Device Web UI]

• Added time and date format settings in Personal Settings. [Time Format] [Date Format]

• Added the ability to convert configuration files. Supported converting the configuration file of UCM62xx
to the configuration file of UCM63xx. [Convert Configuration File]

• Added to display VPN IP address in VoIP Device Details interface. [View Device Details]

Version 1.0.6.10

• Added UCM Cloud IM Plan. [UCM Cloud IM ]

• Added support to modify the UCM region. [Edit Device]

Version 1.0.5.5

• Added support to synchronize UCM devices' alert notifications to the GDMS platform. [Synchronize
UCM Device Alert to GDMS]

• Added support to restore UCM backup files remotely through the GDMS platform. [Restore UCM
Backup File Remotely]

• Added support to diagnose UCM devices through the GDMS platform. [UCM Device Diagnosis]

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Version 1.0.10.23
• Added to authorize Grandstream Support to manage devices. [Manage Device via GDMS Support]

Version 1.0.4.9

• Added Call Statistics module for VoIP devices. The SIP accounts in the devices which are using the
UCM Remote Connect service plan will report the call quality and statistical report. [Call Statistics]

• Added support to upload UCM device backup file to GDMS platform. [Upload Backup File]

• Added SMS Notification function in the GDMS platform. [APP Notification Settings]

• Added to allow users to add UCM devices to the GDMS platform with the original password. [Add
Device]

• Added support to configure multiple SIP servers for a single SIP account. [Add SIP Account]

• Added to allow users to set sending time for UCM daily statistical report. [Set Daily Report Receiving
Mailbox]

Version 1.0.3.4

• Added to support network diagnosis and system diagnosis functions in the device diagnosis module.
[DEVICE DIAGNOSTICS]

• Added to support to configure the concurrent upgrading devices amount for concurrent upgrade
tasks. [Supported Devices and Requirements]

• Added WP810 to supported devices. [Concurrent Upgrade]

Version 1.0.2.8

• Supported adding UCM63xx to the GDMS platform. Added PBX Device module: Remote access to
UCM63xx, restart UCM63xx, upgrade UCM63xx, view UCM63xx device details, data statistics report,
synchronize SIP accounts in the UCM63xx to GDMS platform, etc. [UCM Device Management

• Added Value-added services module in GDMS platform. Supported to purchase/renew/upgrade UCM

Remote Connect Plan and UCM/User Cloud Storage Space Plan and view the order history.
[VALUE-ADDED SERVICES]

• Supported to view statistics report of UCM63xx device. The system can send the daily report to the
configured mailbox. [UCM Device Diagnosis]

• Supported viewing the enterprise/UCM cloud storage space usage. Users can receive alert
messages through a configured mailbox. [View Storage Space]

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• Supported notifying users when the plan will expire soon or has already expired. The alert notification
can be sent to the user through a configured mailbox. [View My Plans]

• Supported creating tasks to reboot/upgrade PBX devices. [TASK MANAGEMENT]

Version 1.0.1.16

• Added device local configuration synchronization function. Users can synchronize the SIP accounts
and parameters to the GDMS platform. [Synchronize Device Local Configuration]

• Added “Disable Push Configuration” function. Users can disable pushing the configuration to the
device through the GDMS platform. [Disable Push Configuration]

• Added file type “Others” in the Resources Management module. There is no file type limit if the user
selects the file type as “Others”. [Other Resources Management]

• Added to allow users to manage devices with GDMS mobile application. Users can use the
application to scan the bar code of the device to add the device to the GDMS platform, configure SIP
accounts and view alert messages, etc.

• Added GDMS account deletion function. [Delete GDMS Account]

Version 1.0.1.3

• Added Resource Management module in GDMS platform. [RESOURCE MANAGEMENT]

• Added Custom Ringtone configuration and involved settings. [Configure Resource Files]

• Added the function to support copy configuration. [Device Parameters Configuration]

Version 1.0.0.65

• New independent region: EU region (for GDRP rules).

• Support GRP26XX, DP7XX, GXP21XX, GXV3380/3370/3350, HT80X, HT81X, GVC3210, GRP2616.

[Supported Device Models]

• Add Sub-level organization feature.

• User's dashboard support statistics by sites. [Device Statistics]

• User's dashboard adds devices distribution Map. [Device Statistics]

• Added operation logs for different users and record the operation logs for each device. [SYSTEM LOG]

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Version 1.0.10.23
• Support repeating tasks. [Repeating]

• ACS server support load balance.

• Supported Multi-Factor Authentication function in GDMS platform to provide higher security protection
for GDMS account. [MULTI-FACTOR AUTHENTICATION]

• Supported copying and pasting the data from other organizations when users try to create a new
organization. [Clone Organization]

• Supported to transfer the devices to other organizations. [Move Device]

• Supported dividing group templates into multiple series templates, which is easier for users to
configure devices in different groups. [By Group]

• Supported deleting organizations. [Delete Organization]

• Supported filtering the devices in the specific city on the Device Distribution Map. [Search]

• API Interfaces. [API DEVELOPER]

Version 1.0.0.42

• This is the initial version.

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WELCOME

Thank you for using Grandstream Device Management System!

GDMS is a cloud-based solution that provides the ability to easily manage Grandstream products before,

during, and after deployment. GDMS separates subsystems independently based on different product lines:

VoIP phone systems, PBX systems, network systems, and gateway systems.

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PRODUCT OVERVIEW

Feature Highlights

• Intuitive deployment and management: GDMS’s easy-to-navigate web portal and batch operation
support allow users to easily deploy and manage Grandstream devices located on several sites.

• All-in-one solution: GDMS offers a complete package that offers convenient management of
devices and SIP server accounts on multiple sites, real-time monitoring and alerts, task scheduling
and tracking, and device diagnostics.

• Supports presetting offline devices.

• One-click debugging: Easily collect system logs, network captures, and traceroutes with a click of
a button.

• Supports UCM device’s remote management and synchronizes SIP accounts to the GDMS
platform in real-time. All devices/SIP account one-stop management.

• Supports value-added services - UCM Remote Management Plan in GDMS platform. Supports
remote external network communication for UCM clients.

• Supports value-added services – Cloud Storage Space in GDMS platform. UCM users can store
more data and do not need to worry about storage space.

• Channel customer support: Allows automatic association of Grandstream ERP devices, allowing
for the establishment of channel relationships and quick device allocation.

• Powerful API integration features: GDMS is compatible with ERP/CRM/OA platforms to improve
workflow efficiency.

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GDMS Technical Specifications

Table 1: GDMS Technical Specifications

• VoIP Device Management

Functions
• PBX Device Management

• Account Management

• Device Configuration

• Firmware Upgrade

• Device Monitoring

• Intelligent Alarm

• Statistical Analysis

• Channel Management

• Task Management

• PBX Backup

• Plan & Service

• HTTPS protocol and two-way certificate verification to ensure data

Security and
security between devices and GDMS.

Authentication • The key information of devices is encrypted and stored so that the key

information cannot be obtained from the data storage.

• The account password is encrypted and stored with the sha256 algorithm

to ensure the security of the account.

• Serial number authentication of devices to ensure privacy rights of

devices.

• The privileges of the sub-users can be managed on the GDMS platform.

• Support Multi-Factor Authentication.

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 • No limitations on the number of devices and SIP accounts that can be
Enterprise Features
managed.

• Configuration of all supported device parameters is supported, including

but not limited to account settings, phone settings, network settings,

system settings, maintenance, applications, profiles, and handsets.

• Management of sites, group templates, and model templates.

• GXP series (Supported GXP21XX only, pending for other GXP models)
Supported Device
• GXV series (Supported GXV3370/GXV3380/GXV3350)
Models
• GRP series

• DP series

• WP series

• GVC series (Supported GVC3210 only, pending for other GVC models)

• GWN series (pending merge of the existing GWN.Cloud system in the

GDMS platform)

• UCM series

• HT series

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GETTING STARTED

GDMS Overview

Main Functions Overview

For different models, users can select to use different systems in the GDMS platform.

Users can select to access the different sub-systems depending on the different managed device models
by clicking the system selection options on the left upper corner. As the screenshot shows below:

• VoIP System: Users can remotely manage IP phones such as GRP, GXP, GXV, WP, and DP
models, and the system provides unified configuration, real-time monitoring, scheduling/executing
tasks functions, etc.

• UCMRC System: Users can remotely manage UCM63xx devices and corresponding extensions,
and the system provides remote access, monitoring, upgrade functions, etc. The UCMRC system
provides a large cloud storage space, and it allows remote calls through external networks.

Figure 1: Select Sub Systems

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Import Devices and Management

Users need to import the devices into the GDMS platform first to view the status and configuration of the
devices and monitor the devices on the GDMS platform.

Channel vendors could acquire devices directly through ERP, and the channel vendors need to submit
relevant certificates to Grandstream customer support.

Import SIP Accounts and Allocate to Devices

Users could import a batch of SIP accounts with Excel files and allocate the batch of SIP accounts to
devices. Users could complete all accounts configuration for all devices by importing a batch of SIP
accounts to a batch of devices.

Configure Devices

• Configure devices by model: Once the device is associated with the GDMS platform, the device
will be allocated with the configuration parameters according to the device model and located site.

• Configure devices by group: Manage the devices by certain rules and groups, and the GDMS
supports pushing configuration files to all devices under a group.

• Configure a single device: Modify a specific device configuration in the Device list directly.

• Configure devices by configuration file: Users could upload the configuration file of the device into
the GDMS platform directly.

Firmware Upgrade

GDMS platform supports upgrading a batch of devices’ firmware by device model, site, firmware version
range, and other conditions. It also supports upgrading the devices’ firmware by a batch of MAC addresses
of the devices.

Schedule Tasks

Users could schedule certain tasks for a certain period. For example, users could schedule a firmware
upgrade task and execute the task in the early morning, so that the task will not affect the device owners.

Alarm message and diagnostic

In case of malfunction or dangerous operation of the devices, the administrator will be alerted. The GDMS
platform supports to allow administrators to diagnose faults of some devices to locate and resolve problems

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quickly.

Prerequisites

• TR-069 feature needs to be enabled on the endpoints.

• Working Internet connection to access GDMS platform.

• Endpoint devices are in the supported device list of the GDMS platform.

GDMS Account Registration

If using GDMS for the first time, an administrator will need to register for a GDMS account using the
following steps:

1. Open the GDMS platform URL on the browser: https://www.gdms.cloud

Figure 2: Welcome to GDMS

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2. Click on Sign Up option to enter the registration page, and then fill in the following information:

Figure 3: Register GDMS Account

Table 2: Register GDMS Account

Customer Type Select the customer type of the user. Available options are Provider, Reseller,
System Integrator, and Enterprise User.

Email Enter the email address that will be associated with the account. Account
activation and password reset emails will be sent to this address.

Display Name Enter the user’s name

Username Enter the login name of the GDMS platform. The username is unique and will be
used to log in to the GDMS platform.

Password Enter the password that will be used to log into GDMS

Confirm Password Re-enter the password that will be used to log into GDMS

Company Enter the user’s company name

Country Enter the located country of the user’s company

Time Zone Set up the current time zone

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 Verification Code Enter the captcha displayed on the right of this field.

3. Once registration is complete, an account activation email will be sent to the configured email address.
Follow the instructions in the email to activate the account and complete registration.

Supported Devices and Requirements

The current GDMS platform version supports the following device models.

Table 3: Supported Devices

Supported Device Models

Audio Device GXP21XX

DP7XX

GRP26XX

WP810

WP820

GSC36XX, GSC35XX

Video Device GXV3370, GXV3380, GXV3350

Conference GVC3210, GVC3220

Device

Facility GDS3702, GDS3705

Access
Device

ATA Device HT80X, HT81X

Gateway GXW45XX
Device

IP-PBX UCM63XX

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Connect with GDMS

The devices must be upgraded to the firmware versions that are compatible with the GDMS platform.
Otherwise, the devices will not be able to connect to GDMS. When the devices connect to the Internet, and
the user has added this device to the GDMS account, the device will connect to GDMS automatically.

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VOIP SYSTEM

Overview

Device Statistics

The Dashboard page provides an overview of the following information:

• Total Accounts

• Total Devices

• Total Sites

• Accounts status

• Device status

• Device Type

• Site statistics

• Model statistics

Figure 4: Overview

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 Table 4: Overview Labels

Module Description

Total Accounts Displays the total number of SIP accounts configured on GDMS.

Total Devices Displays the total number of devices configured on GDMS.

Total Sites Displays the total number of sites configured on GDMS.

Account Status Displays the total number of accounts currently registered, unregistered, and

unallocated.

• Normal: All devices which use this account are registered successfully.

• Abnormal: The account is unregistered on a device.

• Unallocated: This account is not allocated to any device.

Devices Status Displays the total number of devices currently online and offline.

• Online: Device and GDMS platform network connection is normal.

• Offline: Device and GDMS platform lose network connection.

Device type Displays the total number of devices in each category: audio, video, and

conferencing.

• Audio devices: GRP series, DP series, GXP series, and WP series

• Video devices: GXV series

• Conference devices: GVC series

• ATA devices: HT Series

• Gateway devices: GXW45XX series

Site Statistics Displays the total number of devices assigned to each site and the allocation of

devices per site.

Model Statistics Displays the total number of each device model, the percentage of total devices

that each model makes up, and the distribution of different firmware per model.

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 Figure 5: Model Statistics

Device Distribution

This menu will show the distribution map of the devices which have been associated with the enterprise.

• The dark blue area on the map shows that area has more associated devices, and the light blue
area shows the area has fewer devices.

• Users could leave the cursor on the area to check the number of devices in that area.

• If a certain city has the devices, it will be marked with a green dot , and users could leave the
cursor on the city to check the amount he devices in that city. The user can click on the dot to see
the devices list in this city.

Figure 6: Device Distribution

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Overview

The Overview page displays all VoIP device statistics information in the current organization.

Account Management

Overview

On the SIP Account page, users can manage SIP accounts across all configured SIP servers in GDMS,
import a list of accounts for quick setup, and export a list of all accounts configured on GDMS.

Figure 7: Account Management

Table 5: Account Status Description

Status Description

Status Normal: All devices using the account are registered, and the account is working normally.
Abnormal: At least one device using this account is not registered. Possible reasons include:
• The device is unable to register successfully.
• The account was modified through other means such as through the endpoint
device web portal or provisioning.
Unassigned: No devices are using this account.

From
UCM : This represents the SIP accounts are synchronized from the UCM device. If the user
modifies the SIP accounts in the UCM device, the updates will be synchronized to the GDMS
platform. The user can only edit the SIP server, assign a device, and cannot edit other

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 information.

Table 6: Operation Description

Operation Descriptions

Sorting Click on the buttons to sort the list in ascending/descending order based on a specific
column.

Custom
Users could customize the displaying options on the list by clicking on on the right
Display
Option side of the list to select the display hidden options.

Filter and Filter accounts by status, site, and search for specific accounts by entering in their user
Search IDs, account names, or display names.

Add SIP Server

The SIP Server page shows all of the SIP servers added to GDMS.

Figure 8: Add SIP Server

Table 7: Add SIP Server

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Server Name Specifies an identity name for the SIP server. (Required)

SIP Server This is a necessary option. Specifies the URL or IP address, and port of the SIP
server. This should be provided by a VoIP service provider (ITSP).

Outbound Proxy Configures the IP address or the domain name of the primary outbound proxy, media
gateway, or session border controller. It is used by the phone for firewall or NAT
penetration in different network environments. If a symmetric NAT is detected, STUN
will not work and only an outbound proxy can provide a solution.

Secondary Sets IP address or domain name of the secondary outbound proxy, media gateway,
Outbound Proxy or session border controller. The phone system will try to connect the Secondary
outbound proxy only if the primary outbound proxy fails.

Voice Mail Access Sets if the phone system allows users to access the voice messages by pressing the
Number MESSAGE key on the phone. This ID is usually the VM portal access number. For
example, in UCM6xxx IPPBX, *97 could be used.

DNS Mode Defines which DNS service will be used to look up the IP address the for SIP server’s
hostname. There are three modes:

• A Record

• SRV

• NATPTR/SRV

To locate the server by DNS SRV set this option to "SRV" or "NATPTR/SRV".

NAT Traversal Specifies which NAT traversal mechanism will be enabled on the phone system. It
can be selected from the dropdown list:

• NAT NO

• STUN

• Keep-alive

• UPnP

• Auto

• VPN

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Version 1.0.10.23
 If the outbound proxy is configured and used, it can be set to “NAT NO”.

If set to "STUN" and the STUN server is configured, the phone system will periodically
send STUN message to the STUN server to get the public IP address of its NAT
environment and keep the NAT port open. STUN will not work if the NAT is
asymmetric type.

If set to “Keep-alive”, the phone system will send the STUN packets to maintain the
connection that is first established during the registration of the phone. The “Keep-
alive” packets will fool the NAT device into keeping the connection open and this
allows the host server to send SIP requests directly to the registered phone.

If it needs to use OpenVPN to connect host server, it needs to set it to “VPN”.

If the firewall and the SIP device behind the firewall are both able to use UPnP, it can
be set to “UPnP”. Both parties will negotiate to use which port to allow SIP through.

Proxy-Require Adds the Proxy-Required header in the SIP message. It is used to indicate proxy-
sensitive features that must be supported by the proxy. Do not configure this
parameter unless this feature is supported on the SIP server.

Additional Users could add the custom fields below. Some custom fields are only available for
Settings certain device models:

(1) Secondary SIP Server

(2) Failover SIP Server

(3) Prefer Primary SIP Server

(4) Primary IP

(5) Backup IP 1

(6) Backup IP 2

(7) DNS SRV Failover Mode

(8) Use NAT IP

(9) SIP Diff-Serv

(10) RTP Diff-Serv

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 (11) Tel URI

For detailed filing rules, please refer to the User Guide of the devices.

Upon adding the SIP server, it will appear in the SIP Server list. Entries in the list can be edited or deleted.

Figure 9: Finish Adding SIP Server to GDMS

Add SIP Account

The SIP Account page shows all the SIP accounts added to GDMS.

Figure 10: Add SIP Account

Table 8: Add SIP Account

Account Name This is a necessary option. Specifies an identity name for the SIP account.

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SIP User ID This is a necessary option. Configures user account information provided by your
VoIP service provider (ITSP). It is usually in the form of digits similar to a phone
number or a phone number.

SIP Authentication This is a necessary option. Configures the SIP service subscriber's Authenticate ID
ID used for authentication. It can be identical to or different from the SIP User ID.

Password This is a necessary option. Configures the account password required for the phone
to authenticate with the ITSP (SIP) server before the account can be registered.
After saving, it will appear hidden for security purposes.

Name Configure the display name of the SIP account. This option will be used for the
Caller ID display. The configured content will be included in the From, Contact, and
P-Preferred-Identity header of the SIP INVITE message

Voicemail Access If the SIP Server also configures this item, this configuration will prevail.
Number

SIP Server This is a necessary option. Users need to select the SIP server for the SIP account.
If there is no available SIP server for the current SIP account, users could click on
the “Add Server” option to add a new SIP server for the SIP account.

Add Server If the user needs to configure multiple SIP server addresses for a single SIP
account, such as the UDP/TLS protocol server address (The UCM63xx device
which purchases the UCM Remote Connect plan can synchronize multiple protocol
server addresses to the GDMS platform), the user can configure it and assign to
devices separately.

Assign device This option will allow to assign a specific device to this account.

Allocate to Devices:

To associate devices currently in GDMS with the new SIP account, click on the Add button at the bottom
of the screen and enter the following information:

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 Figure 11: Assign Device

Table 9: Assign Device

Site This option is used to set which site this device belongs to.

Select Device This is a necessary option. Users need to select the device model to which the
Model account will be allocated.

Select Device This is a necessary option. Users need to select the device MAC address to which
MAC Address the account will be allocated.

Select Account This is a necessary option. Users need to select the account index to which the
Index account will be allocated (e.g., Account 1 – Account 16). If the account location has
a configured account, the account number will be displayed.

Select Server This is a necessary option. Users can select the SIP Server address for the device,
Address such as the UDP server address or UCM Remote Connect server address.

Notes:

• Assigning accounts to DP devices and HT devices from this page are currently not supported.
Please use the account importing feature or the Device Management page to manage SIP accounts
on DP devices and HT devices.

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 • If a device is not on GDMS, users will be unable to allocate SIP accounts to it.

Batch Import SIP Account

GDMS platform supports allows users to import a batch of SIP accounts and SIP servers to the system and
allocate them to the devices via Excel files.

1. On the SIP Account page, click on the Import Account button. The following window will appear:

Figure 12: Import SIP Account

2. Click on either the Download General Device Template button, Download DP Device Template, or
Download HT Device Template button to get a template that will be used to import account and server
information.

Figure 13: Import Account Template – General Device Template

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 Figure 14: Import Account Template – DP Device Template

Figure 15: Import Account Template - HT Device Template

Table 10: Import Account Template Options

Account Name This is an optional option. Users need to set the identity name for the SIP account.

SIP Server This is a necessary option. Users need to input the SIP server address. If the SIP
server does not exist in the GDMS platform, the GDMS platform will create the SIP
server in the system.

SIP User ID This is a necessary option. Configures user account information provided by your
VoIP service provider (ITSP). It is usually in the form of digits similar to a phone
number or a phone number.

SIP This is a necessary option. Configures the SIP service subscriber's Authenticate ID
Authentication ID used for authentication. It can be identical to or different from the SIP User ID.

SIP This is a necessary option. Configures the account password required for the phone
Authentication to authenticate with the ITSP (SIP) server before the account can be registered. After
Password saving, it will appear hidden for security purposes.

Display Name Configure the display name of the SIP account. This option will be used for the Caller
ID display. The configured content will be included in the From, Contact, and P-
Preferred-Identity headers of the SIP INVITE message.

Device MAC Input the device MAC address: e.g., 00-15-65-1A-2B-3C; 00:15:65:1a:2b:3c;
Address 0015651a2B3c

Account Index Users need to select the account index to which the account will be allocated (e.g.,
Account 1 – Account 16). If the current account location has a configured account,
the configured account will be replaced with the new account information.

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Profile For DP devices and HT devices only. Enter the profile that the account will use (e.g.,
Profile1, Profile2, etc.). If multiple different SIP servers use the same profile, the
import will fail.

HS Mode For DP devices only. Enter the HS mode for the account. Available options are
“Circular”, “Linear”, “Parallel”, and “HSx”, where x can be 1 to 5.

HS1-HS5 For DP devices only. Users could configure the Line for each handset from Line 1 to
Line 10. Each SIP account can be allocated to different handsets.

Port Type This option is valid only for HT devices. Input the port type which will be assigned to
(FXS/FXO) the device. Users could select FXO port type or FXS port type.

Port Serial This option is valid only for HT devices. Input the port serial number which will be
Number assigned to the device. Users could input the port serial number from Port 1 to Port
10.

Search Group This option is valid only for HT devices. Users could select the search group between
None (default), Active, and other port serial numbers beside your own.

3. Once the template is filled out, drag, and drop the file to the upload window or select the file
from your PC. Click on the Import button to confirm the import.

4. When the Excel file is imported into the GDMS platform successfully, the GDMS platform will
prompt the execution result. If there is data that failed to be imported, the user could export
the failed data and re-edit the Excel file.

Examples:

1. If the user wants to allocate 1 SIP account to multiple devices, the 1 st SIP account information will be
the correct information to allocate to the devices. Please see the example below, the SIP account display
name “Sqhuang” will be allocated to the involved devices:

Figure 16: Example I

2. For the existing SIP account, if the user wants to allocate this SIP account to another device, here is
the example: Account 100 has been allocated to Device 1, and the user wants to allocate the SIP account
100 to Device 2 (00:aa:bb:cc:dd:ee).

Figure 17: Example II

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 3. If the user wants to allocate multiple SIP accounts to a single device, here is an example:

Figure 18: Example III

4. If the user wants to allocate multiple SIP accounts to a single DP device, here is the example:

Figure 19: Example IV

Incorrect examples:

1. If the user wants to allocate multiple SIP accounts to a single device, the account index cannot be the
same.

Figure 20: Example V

2. Different SIP server addresses cannot be allocated to the same Profile in the same DP device.

Figure 21: Example VI

3. If the user wants to allocate the SIP accounts to the same DP device, the different SIP accounts cannot
be allocated to the same HS Line.

Figure 22: Example VII

Allocate Device

Users could allocate the SIP accounts to the devices by adding SIP accounts, editing SIP accounts, or
importing a batch of SIP accounts to the GDMS platform. Each SIP account can be allocated to multiple
devices.

Edit Account

Users could edit the SIP account information and allocated devices on the Edit Account configuration page.

1. Click on the button for the SIP account you want to modify.

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 Figure 23: Edit Account

2. Click on the Save button to finalize changes. All associated devices will receive the updated account
information.

3. Click on the button to unallocated devices from the account. The SIP account will be removed from

unassigned devices.

Notes:

• If the device is offline at the time, its SIP account information will be updated when it is online again.

• If the SIP server is synchronized from the UCM server, it cannot be edited, and it can only be
assigned to the device.

Batch Modify SIP Server of SIP Accounts

Users can batch modify the SIP server of the SIP accounts, e.g., Modify the SIP protocol of the SIP server
from UDP to TCP.

1. On the “SIP Account” interface, select the SIP accounts that need to be modified.

Note:

The user can select the SIP accounts by searching the items. E.g., If the user wants to modify the SIP
server for 250 SIP accounts, the user can set the page to display 250 SIP accounts at once from 10 SIP
accounts per page and select all SIP accounts on the page.

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2. Click on the “Modify SIP Server” button at the top of the interface.

3. Select the target SIP server, which can be searched by the server name.

Figure 24: Modify SIP Server

4. After clicking the “OK” button, the SIP server corresponding to the SIP accounts will be modified
immediately. Then, the updated account information will be assigned to the corresponding VOIP devices.

Note:

If the SIP accounts are synchronized from the UCM device, the accounts’ information will be synchronized
after the SIP server is modified.

Delete Account

To delete SIP accounts on GDMS, click on the button for a single account or the Delete button in the
top-left corner for multiple accounts. Associated devices will automatically remove deleted SIP account
information.

Users could delete 1 single SIP account or a batch of SIP accounts on the GDMS platform:

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 Figure 25: Delete Account

Note:

If the SIP account is synchronized from the UCM server, this will only delete the data in the GDMS platform,
and the data in the UCM server will not be deleted.

Export Account

Users can export all existing SIP accounts in GDMS to a file by clicking on the Export Account button in
the top-right corner of the SIP Account page.

Edit SIP Server

Users can edit SIP server information by clicking on the button for the desired SIP server. Changes

to the server will affect all associated SIP accounts.

Note: If the SIP server is synchronized from UCM server, it cannot be edited.

Delete SIP Server

Users can delete selected SIP servers by selecting them in the SIP server list and clicking on the Delete
button in the top left corner of the SIP Server page.

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 Figure 26: Delete SIP Server

Note:

If the SIP server is synchronized from UCM server, this will only delete the data in the GDMS platform, and
the data in UCM server will not be deleted.

Device Management

The Device page shows all the associated VOIP devices and GXW45XX devices. Users can view the
information and status of the devices, the allocated account information, etc. GDMS platform allows users
to configure parameters, upgrade firmware, reboot/factory reset devices, view device details, device
diagnostics, and other operations.

Figure 27: Device Management

Table 11: VoIP Device Management

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Status Descriptions

Status
The device is offline. The current account status is the last reported status before
Indicator
the device is offline.

The device is online.

The device network penetration (NAT) is abnormal, the GDMS server cannot
connect to the device, but the device can periodically obtain the configuration.

Account Normal: The allocated accounts from the GDMS platform to the devices are registered
Status successfully, and all accounts can be used normally.

Abnormal: Some of the device’s allocated accounts are unregistered. This may be due
to the following reasons:

• The account is not activated.

• The account registration credentials are incorrect.

• The account was modified on the device.

No Account: GDMS platform does not allocate any account to the device.

Last Config Synchronizing: If the account and device parameters were modified, the changes will
Time immediately be pushed to the device. This status will be shown while this is happening.

Date/Time: The date and time of the last successful provisioning.

Call Status Idle: The SIP account is in idle state.

Busy: The SIP account is in a call.

HS Status
The SIP account is configured on the handset.

The SIP account is not configured on the handset.

Table 12: Operation Instructions

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 Operation Description

Sorting
Click on the sorting buttons to sort the list by various columns in
ascending/descending order.

Custom Display
Click on the button on the top right corner of the list to select the columns
Option
to show and/or hide.

Search In addition to being able to search for devices with the search bar near the top-
right corner of the page, users can further refine search results by clicking on
the Filter button by specifying account status, device status, site, city, and
firmware version.

Figure 28: Search Devices

Add Device

To add a new device to GDMS, click on the Add Device button. The following window will appear:

Figure 29: Add VoIP Device

Table 13: Add VoIP Device

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 Device Name (Optional) This option is used to set the name of the device so that the users could
identify this device. The maximum number of the input characters is up to 64.

MAC (Required) This option is used to enter the MAC address of the device. (Locate the MAC
address on the MAC tag of the unit, which is on the underside of the device, or the
package)

Serial Number (Required) This option is used to enter the serial number of the device. (Locate the Serial
Number on the MAC tag of the unit, which is on the underside of the device, or the
package)

Select Site (Required) This option is used to set which site this device belongs to. The default setting
is the “Default” site.

Notes:

• Users could click on the “Save” button to save the configuration.

• Each device can only be associated with only one GDMS account.

• Users can use the search bar on the Device page to find added devices via device name, MAC
address, and sites.

Batch Import Devices

Users can import multiple devices by uploading a file. Click on the Import Devices button on the Device
page to get started. The following window will appear:

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 Figure 30: Import VOIP Device

1. Click on the button to download the template. Users must follow the
instructions to enter the required information.

Figure 31: Import VoIP Device Template

2. The template will have the following fields:

Table 14: Import VoIP Device Template

MAC Address Users need to fill in the MAC address of the device in this field (Required). For instance,
000B82E21234, and supports filling” and “-” characters in this field.

SN Users need to fill in the serial number of the device in this field (Required).

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 Device Name This option is used to set the name of the device so that the users could identify this device
(Optional). The maximum number of the input characters is up to 64.

Site Name Enter the site to assign this device to (Required). If the site is under more than one level,
all site levels must be included in the site name (e.g.,
first_level/second_level/…/new_site). If the site level does not exist, it will be automatically
created. The maximum character limit is 64.

3. Users can drag the file to the pop-up window, or they can click the upload button to select a file
from their PC to import.

4. Once the file is imported into GDMS, the result window will appear. If any data failed to import
successfully, users can export the problematic data, re-edit, and attempt to import them into GDMS
again.

Notes:

• If an existing device on GDMS is imported, the device’s existing information will be replaced with
the newly imported information.

• If a device’s MAC address and serial number are invalid, the import will fail.

Configure SIP Account (Non-DP Devices)

Users can configure SIP accounts for each device from the Device page.

1. In the devices list, click on the icon corresponding to the account to access the Account
configuration page.

2. After clicking the button, users will see the Account configuration page as the figure shows below:

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 Figure 32: Configure SIP Account

3. On this Account Configuration page, users can select the SIP accounts created in the SIP
Account page to assign to the device.

4. Users could also select to replace the existing SIP account for a specific account or delete the
existing accounts.

5. Click on the Save and Apply button. The accounts will then be assigned to the device.

Notes:

• If a device is offline during the account assignment, GDMS will synchronize any changes to it the
next time it goes online.

• Settings configured via other means (e.g., endpoint device web portals, Zero Config provisioning,
etc.) will not be synchronized to GDMS.

Configure SIP Account/Line (DP Devices)

Users could configure SIP accounts and lines for DP devices. GDMS platform allows users to view the
existing SIP accounts for current devices and edit/delete the accounts.

1. In the devices list, click on the icon corresponding to the account to access the Account
configuration page.

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 2. After clicking the button, users will see the figure as shown below:

Figure 33: Configure SIP Account for DP Devices

Table 15: Configure SIP Account for DP Devices

User ID Allocated: This SIP account has already been allocated to other devices;
Unallocated: This SIP account has not been allocated to any device.

Profile Different SIP servers cannot be set to the same profile.

HS Mode If this field is not filled, the default setting is “Circular” mode.

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 3. To configure the lines for each HS mode, click on the Line Configuration tab.

Figure 34: Line Configuration

Note:

Set up a line account for each handset and select the SIP accounts from the configured accounts in the
device.

4. Select the desired SIP accounts to use for each line and handset.

5. Click on the button Save and Apply to allocate the SIP accounts or lines to the devices.

Notes:

• If a device is offline during the account assignment, GDMS will synchronize any changes to it the
next time it goes online.

• Settings configured via other means (e.g., endpoint device web portals, Zero Config provisioning,
etc.) will not be synchronized to GDMS.

• For device-specific configuration rules, please refer to the DP device user guide.

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Device Parameters Configuration

Users can modify the configuration parameters for a single device.

1. In the device list, click on the button to go to the Device Parameters Configuration page,
as shown in the figure below:

Figure 35: Device Parameter Configuration

a) Clicking on the Select All button will select every option on the current page. Clicking on it
again will deselect all the options.

b) Clicking on the Reset Settings button will restore all settings on the current page to default
values.

c) Clicking on the button following the account, users can copy and paste the current
account configuration to other accounts.

d) When users try to configure the device wallpaper or screensaver image, users can select a
picture from the resources list, or upload the local picture to GDMS and configure it to the
device.

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 Figure 36: Ringtone Configuration

2. Modify the desired settings on the page or click on the Switch to GUI Editor to configure device
settings via text editing (i.e., p-values).

Figure 37: Edit Configuration File

a. The format requirement is key=value. The Key can be either a P-value or an alias.

b. Users can enter the latest parameters and values of a device in the text editor even if the
GDMS configuration page does not display the configuration options.

3. Click on the Save and Apply button to finalize changes. Only settings that are checked will be
pushed to the device.

Notes:

• If the device is not connected to the GDMS platform currently, the device cannot be synchronized
with the GDMS platform. When the device is connected to the GDMS platform, the allocated
accounts will be synchronized on the device immediately.

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 • The SIP accounts which are configured manually on the device will not be synchronized to the
GDMS platform.

• For the configuration rules, please refer to the User Guide of the devices.

Configure Resource Files

Users can configure custom ringtone and language for devices (Supported models: GXP/DP series).

1. On the Device list, click on the button to go to the Device Parameters Configuration →
Resource Configuration page, as shown in the figure below:

Figure 38: Resource Configuration

2. On the “Custom Ringtone” page, for Ringtone 1 to Ringtone N, select a ringtone file from the
resources for each ringtone index.

3. On the “Language Configuration” page, select a language pack from the resources for the device.

4. Click on the “Save and Apply” button, and the device will download the selected resources from the
firmware path.

Note:

For each device model, the size and duration of each ringtone are different. If the duration and size exceed

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the limit, the system will intercept the resource file to the maximum limit automatically.

Synchronize Device Local Configuration

Before the device is configured, the user can synchronize the device’s local configuration to the GDMS
server.

1. Select a specific device, click the icon, and select the option “Synchronize Device Local
Configuration”.

2. Click “OK” to confirm synchronization on the pop-up window. Then, the GDMS server will synchronize
all the account configuration and parameters of the current device to the GDMS server.

Notes:

• If the device's parameter configuration conflicts with the server's configuration, the device's local
configuration prevails.

• If the account on the device does not exist on the GDMS server, the SIP account and server are
automatically created on the GDMS server.

Disable Push Configuration

If the user does not want to push any configuration to the device through the GDMS server, please follow
the steps below:

1. Select a specific device, click the icon and select the option “Disable Push Configuration”.

2. Click “OK” to confirm the operation, the account configuration or parameters will not be pushed to the
device through the GDMS server anymore, including the scheduled tasks. The configuration that has not
been pushed to the device will not be pushed to the device anymore.

Notes:

If the user wants to resume pushing the configuration or parameters to the device, the user can click the
“Enable Push Configuration” option to operate in the GDMS server.

View Device Details

Click on the button to view a specific device’s system information and account status.

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 Figure 39: View VoIP Device Details

The device details include System information, Network information, Account status, etc.

Figure 40: VoIP Device Details

Note:

The information on this page is obtained from the device in real-time. If the device is offline, the details page
will be inaccessible.

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Edit Device

Users could edit the Device name and which site the device belongs to.

1. In the device list, click on the button which is following the device, and select Edit Device
to access to the device editing page.

Figure 41: Edit VoIP Device Option

2. Users will see the device editing page as the figure shows below:

Figure 42: Edit VoIP Device

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 3. Click on Save button to apply the changes on the GDMS platform.

View Device Operation Logs

Users could view all operation logs for a specific device on the GDMS platform.

1. On the Device List, select the menu button following the specific device, and click on the
“Operation Log” button.

2. Access to the Operation Log menu of the device, the menu includes the operation logs of device SIP
account configuration, updating configuration parameters, device rebooting, device upgrading/downgrading,
device factory reset, device diagnostics, etc.

Note:
Users could only view the device operation logs for the last 30 days.

Figure 43: View VoIP Device Operation Logs

View Device Task History

Users could view all task histories in the subsystem for a specific device on the GDMS platform, including
immediate tasks and timed tasks.

1. On the Device List, select the menu button following the specific device and click on the “Task
History” button.

2. Access the Task management page, and search for all tasks of the specific device.

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 Figure 44: View VoIP Device Task History

Firmware Upgrade

Users could upgrade firmware for a batch of devices to a specific firmware version.

1. In the device list, check multiple devices, and then click on the button Upgrade Firmware on the
top of the Device page.

Figure 45: Upgrade Firmware

2. Users need to select the firmware version to upgrade to.

3. Task Time: Select when to start the firmware upgrade. Users can choose to upgrade immediately
or to schedule the firmware upgrade for a specific time.

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 4. Click on the Save button to create the task. Users can check the status of the upgrade by navigating
to the Task Management page.

Notes:

• Users cannot batch upgrade different device models or models on different firmware.

• If the desired firmware is not available, users will need to contact their GDMS administrator.

Site Assignment

Users could edit the site of a batch of devices on the GDMS platform. The default site is “default”.

1. Select the desired devices and click on the Site Assignment button.

Figure 46: Site Assignment

2. Select the site to assign the selected devices to.

3. Click on the Save button, and all selected devices will be transferred to the selected site.

Note:

Each device can only be allocated to one single site.

Move Device

Users can move devices to other organizations.

1. Select the desired devices and click on More → Move Device.

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 Figure 47: Move Device

2. Select the target organization where to transfer the device.

3. The user needs to select whether to clone the SIP account and server which have been configured
in the devices. If the user selects “No”, only the device data are transferred to the new organization,
and the configured SIP accounts become empty after moving the devices.

Remote Access to Device Web UI

On the GDMS platform interface, even though the VoIP device is under the internal network, the user can
remotely access the VOIP device Web UI through the external network for viewing data and configuration.

Note:

This function is only supported in GRP260x firmware version 1.0.3.x and above.

1. Go to VoIP Device interface, click the “More” settings for a VoIP device → Remote access to Device
Web UI, as the screenshot shows below:

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 Figure 48: VoIP Device List

2. Go to the Web UI, and log in to the VoIP device through the username and password. As the screenshot
shows below:

Figure 49: VoIP Device Web Interface

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Remote Access to Device Interface

On the GDMS platform interface, even though the VOIP device is under the internal network, the user can
remotely access the VOIP device Interface through the external network for viewing data and configuration.

Note:

This function is only supported in GRP260x firmware version 1.0.3.x and above.

1. Go to VoIP Device interface, click the “More” settings for a VoIP device → Remote access to Device
Interface, as the screenshot shows below:

Figure 50: VoIP Device List

2. Enter the virtual device interface, the user can control the virtual buttons on the device and the LCD
screen, as the screenshot shows below:

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 Figure 51: Virtual Device Interface

Reboot Device

Users could reboot one device or a batch of devices on the GDMS platform.

1. Select the desired devices and click on More → Reboot Device.

Figure 52: Reboot Device

2. Task Time: Select when to start the device reboot. Users can choose to reboot immediately or to
schedule the reboot for a specific time.

3. Click on the Save button to create the task. Users can check the status of the reboot by navigating
to the Task Management page.

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Factory Reset

Users could factory reset one device or a batch of devices on the GDMS platform.

1. Select the desired devices and click on More → Factory Reset.

Figure 53: Factory Reset

2. Task Time: Select when to factory reset the device. Users can choose to factory reset the device
immediately or to schedule the factory reset for a specific time.

3. Click on the Save button to create the task. Users can check the status of the reboot by navigating
to the Task Management page.

Note:

Factory resetting a device will erase all existing settings on it such as accounts, call history, contacts, etc.
The device will synchronize with GDMS the next time it goes online after the factory reset.

Delete Device

Users could delete one device or a batch of devices on the GDMS platform.

1. Select the desired devices and click on More → Delete.

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 Figure 54: Delete Device

2. Click on the OK button on the pop-up window to confirm deleting the devices, and the selected
devices will be deleted immediately from the GDMS platform. The timing tasks involve the deleted
devices will be canceled either.

Figure 55: Delete Device Prompt

Export Device

To export the entire device list, click on the button in the top-right corner of the device list
page. The exported list includes all device and account information.

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Manage Device via GDMS Support

If the user's device is abnormal and wants Grandstream Support to troubleshoot the problem, the user can
enable to manage the device through GDMS Support.

After the authorization is assigned, Grandstream Support can diagnose the device and assign parameters
to the device.

1. On the VoIP Device list, click the “More” button following the device and select to access the
“Authorization Management” interface, as the screenshot shows below:

Figure 56: Authorization Management

2. Enter the authorization duration, which can be set between 1 to 9999 minutes, according to the time
required for problem troubleshooting.

3. Once the user clicks the “Authorization” button, Grandstream Support can only manage the device
within the authorization period. Once the authorization period ends, Grandstream Support cannot manage
the device.

Stop Authorizing Manually

1. When the problem is confirmed, the user can end authorization manually. The user can click the “More”

button following the device, and select to access the “Authorization Management” interface, as the
screenshot shows below:

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 Figure 57: Stop Authorizing Manually

2. The user can click the “Stop Authorizing” button to stop managing the device immediately, then
Grandstream Support cannot manage the device.

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UCMRC SYSTEM

Dashboard

Device Statistics

The Device Statistics page provides an overview of the following information:

• Total Devices

• Alert Management

• VoIP Device Status

• VoIP Device Type

• UCM Real-time Status

Figure 58: UCMRC Dashboard

Table 16: UCMRC Dashboard Labels

Module Description

Total • UCM Device: Display the number of all UCM devices in the enterprise.

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 • VOIP Device: Display the number of VoIP devices that use the UCM

extensions in the enterprise.

• Total Extensions: Display the number of extensions reported by all UCM

devices in the enterprise.

Alert Display the latest 5 high and medium-level alert messages of the UCM devices in

the GDMS platform.

VoIP Device Status Display the number of devices that are currently online, offline, and network

restricted:

• Online: The network connection between the device and the GDMS

platform is normal.

• Offline: The device is disconnected from the GDMS platform.

• Network Restricted: The network connection between the device and

the GDMS platform is abnormal.

VoIP Device Type Display the number of devices in each category: audio and video.

• Audio devices: GRP series, DP series, GXP series, and WP series

• Video devices: GXV series

UCM Real-time Status Display the real-time status of all UCM devices in the current GDMS platform:

• Device: Display the MAC address of the device.

• Resource Usage: Display the usage of CPU and memory.

• Current Calls: Display the number of current calls and the remote calls.

• Current Meetings: Display the number of ongoing meetings.

• SIP Extension Status: Display the number of the extensions which have

been registered and unregistered.

• Connected Interface: Display the names of the connected interfaces.

• Trunk: Display the number of total trunks, the number of the trunks in

idle/busy/abnormal state, and the number of trunks that are unmonitored.

• UCMRC Plan: Display the UCMRC plans status, which is valid, almost

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 expired, and expired.

• Storage Space: Display the storage space details of UCM local and

cloud space usage.

Note:

Only UCM devices firmware version 1.0.11.X or higher version support displaying

the real-time status.

Call Statistics

The Call Statistics module displays all UCM devices’ call statistics information in the current system.

The user can select up to 3 UCM devices at one time to view the call statistics information in the latest 7/30
days.

The call statistics information contents include the number of total calls, the number of total remote calls,
and the number of maximum concurrent remote calls.

Figure 59: Call Statistics

Device List

The Device List module displays all devices listed in the UCMRC system of the current enterprise account,
including the VoIP devices and PBX devices. Users can search devices by MAC addresses of the devices.

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 Figure 60: Device List

Overview

The Overview module displays the overview information of each organization, including the Device
Statistics and Call Statistics.

Device Statistics

This module displays the same information in the UCMRC system → Dashboard → Device Statistics.

Call Statistics

This module displays the same information in the UCMRC system → Dashboard → Call Statistics.

Extension

The module displays the extension information of all UCM devices in the selected organization.

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 Figure 61: Extension Management Interface

If the extensions in the UCM device have not been synchronized to the GDMS platform yet, the user can
click to view the UCM devices which have not synchronized the extensions and the corresponding reasons
on the GDMS platform. Please see the screenshot below:

Figure 62: UCM Devices That Have Not Synced Extensions

Note:

⚫ If the user has not purchased a UCMRC plan with the corresponding feature, the user cannot

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 synchronize the extensions in the UCM device to the GDMS platform account.

⚫ If the user has purchased a UCMRC plan which contains the extension synchronization feature, the
user needs to access the UCM device management platform to enable the “SIP Extension
Synchronization” feature.

Edit Extension in UCM Web UI

The user can click button to access the UCM device Web UI to edit the extensions. As the screenshot
shows below:

Figure 63: Edit Extension in UCM Web UI

Note:

If the UCM device is currently offline, the user cannot access the UCM device web UI.

Assign Account

The user can click button to assign accounts to the VoIP devices in the current system.

Figure 64: Assign Account

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Notes:

• Users cannot edit SIP User ID, Authentication ID, Authentication Password, Display Name,
Voicemail Access Number, and Email options.

• The SIP servers are synchronized from the UCM devices and the remote service addresses of the
UCM devices. The SIP Server field cannot be edited.

• The devices that can be assigned are the same as the devices in the VoIP system.

Delete Account

Users can delete one or multiple extensions in this module.

1. Select an extension to delete, click button or button to delete the extension. The
user can select to delete one extension or select multiple extensions to batch delete the extensions.

2. Click on the “OK” button, the deleted extensions will be disassociated from the corresponding UCM
devices.

Figure 65: Delete Account

Modify SIP Server

Users can modify the SIP server of one or multiple extensions in this module.

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1. Select the extension that the user wants to modify the SIP server.

2. Click on button and select the new preferred SIP server.

3. Click on “OK” button to apply the changes. Once the SIP server is modified, the new SIP server settings
will be assigned to the associated device.

Figure 66: Modify SIP Server

Export Extension

Users can click the “Export Extension” button on the right upper corner of the Extension module to export
the extensions in the current enterprise in the GDMS platform.

Note:

Users cannot add extensions in this module, and all extensions are synchronized from UCM devices.

UCM Device Management

The UCM Device menu shows all associated UCM devices. Users can view the firmware version numbers,
IP addresses, plans, and other information of the UCM devices. It also allows users to access the device,
upgrade firmware, reboot the devices remotely, etc.

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 Figure 67: UCM Device Management interface

Table 17: UCM Device Management

Status Descriptions

Status indicator The device is offline.

The device is online.

The device network penetration (NAT) is abnormal, the GDMS server cannot
connect to the device, but the device can periodically execute

Firmware
This icon indicates device firmware version is too low, and the device cannot be
version too low
used normally with GDMS.

Plan expiring
This indicator means the plan is expiring soon or already expired.

Table 18: Operation Instructions

Operation Description

Sorting
Click on the sorting buttons to sort the list by various columns in

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 ascending/descending order.

Custom Display
Click on the button on the top right corner of the list to select the columns
Option
to show and/or hide.

Search In addition to being able to search for devices with the search bar near the top-
right corner of the page, users can further refine search results by clicking on
the Filter button by specifying device status, site, city, and firmware version.

Figure 68: Search Devices

Add Device

To add a new UCM device to the GDMS platform, users can click on the Add Device button. Please see
the screenshot below:

Figure 69: Add UCM Device

Table 19: Add UCM Device

Device Name (Optional) This option is used to set the name of the device so that the users could

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 identify this device. The maximum number of the input characters is up to 64.

MAC Address (Required) This option is used to enter the MAC address of the device. (Locate the MAC
address on the MAC tag of the unit, which is on the underside of the device, or the
package. Or the address can be viewed on the UCM Web GUI → System Status →
System Information → Network interface (LAN MAC address).

Initial (Required) This option is used to enter the Initial Password of the device. The original
Password password can be viewed on the UCM’s case or LCD.

Select Site (Required) This option is used to set which site this device belongs to. The newly created
site name is the same as the name of the UCM device, as the first level site. The user
can also select another site.

Notes:

• Currently, users can only add UCM63xx devices to the GDMS platform.

• When the device is added to the GDMS platform successfully, the SIP accounts in UCM63xx will
be synchronized to the GDMS platform by default. If the user wants to turn off the synchronization
function, please refer to the UCM63xx RemoteConnect Guide for details.

• Users could click on the “Save” button to save the configuration.

• Each device can only be associated with only one GDMS account.

• Users can use the search bar on the Device page to find added devices via device name, MAC
address, and sites.

After clicking the “Save” button, the device will be added to the GDMS platform successfully, and the user
can apply for a UCMRC advanced plan free trial for this device.

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 Figure 70: Added Device Successfully

Note:

⚫ Each UCM device only can apply for a UCMRC advanced plan free trial once for 3 months. If the user
purchased a UCMRC plan before or applied for a UCMRC plan free trial before, the user cannot apply
for another free trial anymore.

⚫ If the user has not applied for a UCMRC plan free trial before, the user can apply for it on the “UCM
Devices” list.

Batch Import Devices

Users can import multiple devices by uploading a file. Click on the Import Devices button on the Device
page to get started. The following window will appear:

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 Figure 71: Import UCM Device

• Click on the button to download the template. Users must follow the
instructions to enter the required information.

• The template will have the following fields:

Table 20: Import UCM Device Template

MAC Address Users need to fill in the MAC address of the device in this field (Required). For instance,
000B82E21234, and supports filling” and “-” characters in this field.

Original Users need to fill in the original password of the device in this field (Required). The original
Password password can be viewed on the UCM’s case or LCD.

Device Name This option is used to set the name of the device so that the users could identify this device
(Optional). The maximum number of the input characters is up to 64.

Site Name Enter the site to assign this device to (Required). If the site is under more than one level,
all site levels must be included in the site name (e.g.,
first_level/second_level/…/new_site). If the site level does not exist, it will be automatically
created. The maximum character limit is 64.

• Users can drag the file to the pop-up window, or they can click the upload button to select a file
from their PC to import.

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 • Once the file is imported into GDMS, the result window will appear. If any data failed to import
successfully, users can export the problematic data, re-edit, and attempt to import them into GDMS
again.

Notes:

• Currently, users can only add UCM63xx devices to the GDMS platform.

• When the device is added to the GDMS platform successfully, the SIP accounts in UCM63xx will
be synchronized to the GDMS platform by default. If the user wants to turn off the synchronization
function, please refer to the UCM63xx Remote Connect Guide for details.

• If an existing device on GDMS is imported, the device’s existing information will be replaced with
the newly imported information.

• If a device’s MAC address and serial number are invalid, the import will fail.

View Device Details

Click on the button to view a specific device’s system information.

Figure 72: View UCM Device Details

In the UCMRC system, the user can quickly view all SIP server addresses in the Device List. For a certain
SIP server address, the user can quickly view the advanced settings of the SIP server, including all
advanced settings of the SIP server in the VoIP system.

The device details include System information, Network information, etc.

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 Figure 73: UCM Device Details

The device details include System information, Network information, etc.

Figure 74: UCM Device Details

Note:

The information on this page is obtained from the device in real-time. If the device is offline, the details page

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will be inaccessible.

View Device Plan

Select the plan for a specific UCM device to view the plan of the device, expiration date, currently used
cloud storage space, and total cloud storage space.

Figure 75: View UCM Device Plan

Access This is used to configure Wave phones so that Wave users can connect to the UCM
Server server and make calls at anytime, anywhere on any network.

If the user wants to configure the remote service address on the terminals for remote

calls, the user can enable the button and obtain the remote service address.

Storage Refer to the current storage space used by the UCM device, and the total storage space
Space of the UCM device. If there is not enough space, the backup files cannot be stored.

The used storage space contains:

⚫ Used storage space by cloud storage (excluding the space allocated to the Cloud IM
service)

⚫ The maximum storage space allocated to the Cloud IM service

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 Device Plan Refer to the current plan and add-on plan of the device. If the plan has expired, the user
can only use the Basic plan as the current plan.

After adding the device to the GDMS platform, the user can apply for a UCMRC advanced plan free trial

for 3 months by clicking the button .

Figure 76: Apply for Free Trial

Notes:

• When the plan has expired, the user can only use the Basic plan as the current plan, some functions
will be unavailable.

• When the plan has expired, the files exceeding the storage space will be deleted after 7 days.
Please download the backup file in advance or renew the plan.

• When the plan has expired, the UCM custom address will be deleted after 7 days.

• If the user has purchased a UCMRC plan before or applied for a free trial before, the user cannot
apply for another UCMRC plan free trial anymore. The duration of the free trial is 3 months. When
the free trial expires and the user has never purchased any plan for the UCM device, the plan of
the UCM device will be downgraded to the Basic plan.

Remote Access to UCM Web UI

On the GDMS platform interface, even though the UCM is under the internal network, the user can remotely
access the UCM Web UI through the external network for viewing data and configuration.

Prerequisite: UCM device firmware version must be later than 1.0.15.1.

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1. Go to Device Management → UCM Device interface, click on the button of the specific UCM

device, as the screenshot shows below:

Figure 77: UCM List

2. Go to the UCM Web UI, log in to the UCM device through the username and password, as the
screenshot shows below:

Figure 78: UCM Login Interface

3. After logging in, the user can operate this UCM remotely by accessing the UCM device under the local
network, as the screenshot shows below:

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 Figure 79: UCM Home Page

Note:

• Users do not need to configure the external network for UCM devices and access the UCM devices
with encryption through the GDMS platform. However, the network environment of the UCM
devices is allowed access through external networks.

• Users can assign permission that remote access to UCM Web UI without entering a password.
Once the permission is assigned, the user can remotely access the UCM Web UI through the
GDMS platform without entering the UCM password.

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 Figure 80: Remote Password Access

UCM Device Diagnosis

On the UCM Device list, users can click the Diagnosis button following the UCM device to diagnose
UCM device, including UCMRC Connection, Ping/Traceroute, Syslog, Capture Trace, Network Diagnostics,
and System Status.

Figure 81: UCM Device Diagnosis

If the UCM device which is using the UCMRC services has any problems, the user can diagnose the UCM
device and troubleshoot the problems remotely. The user can try to fix the problems based on the
suggestions and click on the “Feedback” button to send the logs and descriptions to our technical support.

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 Figure 82: Diagnostic Details

View Statistics

Daily Report

Prerequisite: The UCM plan contains the permission for this function.

The UCM device collects the data report of the day and sends it to the GDMS user or the configured email
box.

Please refer to the screenshot below for the daily report email:

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 Figure 83: UCM Statistics Report

Table 21: UCM Statistics Report

The time of sending the data is displayed according to the local time zone
Statistics Time
of the UCM device.

Device The MAC address of the UCM device is counted.

Time Zone The local time zone of the UCM device.

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 Firmware Version The current firmware version number.

Running Time The running time displays the deadline for reporting the data.

By the reporting data time, it displays the usage of the local storage space
Storage Space of the device. If the usage reaches 80%, the indicator will be marked in
red.

By the reporting data time, it displays the cloud storage space usage of
Cloud Storage Space
the device. If the usage reaches 80%, the indicator will be marked in red.

Total Calls The total number of calls on the reported day.

Total Remote Calls The total number of calls made by the remote users on the reported day.

Max Remote Sessions The maximum number of concurrent remote calls on the reported day.

Call Type Statistics The distribution of all call types on the reported day.

Max Allowed UCMRC The maximum number of remote registered extensions on the reported
Registrations day.

Max Local UCMRC

The maximum number of local registered extensions on the reported day.
Registrations

The maximum call duration of the single remote call on the reported day.
Max Time Per Remote
If the maximum call duration of the single remote call reaches 90% of the
Call/Meeting
plan limitation, the value will be marked in red.

The total remote call duration on the reported day. If the total remote call
Aggregate Time for
duration reaches 90% of the plan limitation, the value will be marked in
Remote Calls/Meetings
read.

Notes:

• Some data are only available for data statistics in the premium plan.

• The daily report sending time is according to the 0 a.m. of the UCM local time zone.

View Statistics Report (Last 30 days)

Prerequisite: The UCM plan contains the permission for this function.

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1. Go to Device Management → UCM Device interface, click on the button of the specific UCM

device, and select the “Statistics Report” menu.

2. Users can only view the statistics report for the last 30 days. The reports will be sorted by the local
time zone of the UCM devices, as the screenshot shows below:

Figure 84: View UCM Device Statistics Report

3. Click on the button to view the type and amount of the connected device on the current day to
the UCM device:

Figure 85: View Connected Devices Type/Amount

4. Click on the button to view the call type statistics of the current day:

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 Figure 86: View Call Type Statistics

5. Click on the button to view chart statistics of the number/type of calls in the last 7
days or last 30 days, as the screenshot shows below:

Figure 87: View Call Statistics Chart

Set Daily Report Receiving Mailbox

Prerequisite: The UCM plan contains the permission for this function.

GDMS platform will send a daily report email of the UCM device every day. Click on the button

on the UCM Device → Statistics Report interface to configure the email

receiving mailbox, as the screenshot shows below:

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 Figure 88: Set Daily Report Receiving Mailbox

Table 22: Set Daily Report Receiving Mailbox

Daily Email This is used to configure whether the user wants to send the daily report to the mailbox
Notification every day. If not, no mail notification will be sent, and users can view the statistics report
on the GDMS platform.

Time Zone This is used to set the time zone of the daily report.

Send Time This is used to set the sending time of the daily report.

Repeating This is used to set the repeating sending time of the statistical report. Once this
configuration is set, the statistical report will be sent to the configured email box
periodically.

Receiving Supports entering any email address. Users can click “Add Email Address” to add
Email Address multiple email addresses to receive the daily report.

View Operation Logs

Prerequisite: The UCM plan contains the permission for this function.

Users can view all operation logs on the GDMS platform for the UCM devices.

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1. On the UCM Device List, select the menu button following the specific device, and click on the
“Operation Log” button.

2. Operation logs include Remote accessing UCM Web UI logs, restarting logs, and firmware upgrading
logs.

Note:
Users could only view the device operation logs for the last 30 days.

Figure 89: View UCM Device Operation Logs

Custom Remote Access Domain Name

Remote Access Domain Name is used to configure Wave application so that Wave application can connect
to UCM server and make calls at any time, anywhere under any network environment.

Prerequisite: The UCM plan contains the permission for this function.

You can also customize your domain to access Wave Web RTC page/ UCM portal.

1. Go to Device Management → UCM Device interface, click the Edit Device option for the specific UCM
device, and access to “Device Edit” menu.

2. If the user wants to configure this address on the soft terminals for remote calls, the user can click the

button and customize the remote domain address. Please see the screenshot below:

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 Figure 90: Device Edit Menu

3. Click on the “Personal URL” field, and enter the preferred URL, such as
{yourdomain}.zoneb.gdms.cloud

Figure 91: Custom UCM Remote Access Domain Name

4. If the plan has a custom domain name function, the user can click on the “Custom Domain” option and
enter the server address with the private domain name, and the user also needs to enter the custom
certificate of the domain name.

Note:

The custom address needs to be resolved to the existing default server address (e.g.,
xxxxxxxx.zonea.gdms.cloud), otherwise the custom address cannot be recognized, and Wave users cannot
connect to the UCM device through the custom address.

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 Figure 92: Enter Private Domain Name and Certificate

5. If the user needs to modify the information, the user can click on the button to add a new custom

server address.

6. Click on the “Save” button to apply the settings. Then, both the default server address and the new
custom server address can be used.

Note:

If the user modifies the custom server address, the phones or Wave applications that use the previous
custom server address need to be re-configured with the new custom server address. Otherwise, the
service cannot be used normally.

Synchronize UCM Device Alert to GDMS

Only the advanced UCM Remote Control plans support synchronizing UCM device alerts to the GDMS
platform. For UCM Remote Control plans details, please refer to our official website.

1. Users need to enable UCM alert notifications on the management platform of the UCM device. For
details, please refer to the UCM User Guide on the UCM product page.

2. The alerts generated in the UCM device will be synchronized to the GDMS platform.

3. Users can view all UCM alert notifications in the GDMS platform, and set the alert notification methods:
Email Notification, Message Notification, or SMS Notification.

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Reboot Device

Users can reboot UCM devices from GDMS instantly or set up a schedule to reboot the UCM devices.

1. Select a UCM device from the GDMS → Device → UCM Device page, and click on “Reboot Device”.
Or select multiple UCM devices by clicking More → Reboot Device.

2. The users can select to reboot the device immediately or set up a schedule to reboot the device. For a
scheduled reboot, please select the start and end times of the task. Reboot will be performed during this
period.

Figure 93: Reboot UCM on GDMS

3. After saving the reboot configuration, users can view the status of this task from the GDMS → Task page.

Note:

If the task is failed, the GDMS platform will send the system notification to the user.

Upgrade Firmware

Upgrading UCM firmware via GDMS is supported. Please note there must have UCM official firmware or
customized firmware available on the GDMS platform first.

1. Select a UCM device from GDMS → Device → UCM Device and click on “Upgrade Firmware” as
shown in the below picture. Users can also select multiple UCM devices and then click on “Upgrade
Firmware” to perform a batch upgrade for all selected UCMs.

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 Figure 94: UCM Devices Listed in GDMS

2. Select upgrade immediately or set up a schedule to perform the upgrade. For scheduled upgrades,
please select the start and end times of the task. Upgrade will be performed during this period.

Figure 95: Upgrade Firmware Configuration on GDMS

3. Save the configuration. Then the users can view the task status under the GDMS Task page.

Note:

If the task is failed, the GDMS platform will send the system notification to the user.

Edit Device

Users could edit the UCM Device name and which site the device belongs to.

1. In the device list, click on the button to Edit Device to access the device editing page.

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 Figure 96: Edit UCM Device Option

2. Users will see the device editing page as the figure shows below:

Figure 97: Edit Device

3. Users can modify the GDMS server region by clicking on the drop-down menu of the “Zone” option.
When the device is online for the first time, the GDMS platform system will set the region based on the
nearest region to the device automatically.

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4. If the plan has the custom server address function, the user can click “Personal URL”; If the plan has
the permission to custom private domain name function, the user can click on the “Custom Domain”
option to configure it.

5. Click on the “Save” button to apply the changes on the GDMS platform.

Note:

After modifying the GDMS server region, the GDMS platform system will generate a new Access Server
address, and the Wave users and the phones which are not connected to the GDMS platform need to be
configured with the new Access Server address manually. If the user is using the Custom Domain, the user
does not need to update the address.

UCMRC Settings

Prerequisite: The user has the corresponding UCMRC plan including this function.

The user can remotely access the PBX device to set the plan of the UCMRC service.

1. In the UCM Device list, the user can select the UCM device which the user prefers to access and click

button to set the UCM device.

Figure 98: UCMRC Settings Interface

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2. After clicking the UCMRC Settings button, the user will be directed to the UCM Web UI remotely.

3. The user will be directed to the UCM Web UI → UCM Remote Connect → Plan Settings interface. As
the screenshot shows below:

Figure 99: Plan Settings for UCMRC

Custom Wave Logo

Prerequisite: The user has the corresponding UCMRC plan including this function.

The user can remotely access the UCM device Web UI to customize the enterprise logo.

1. In the UCM Device list, the user can select the UCM device which the user prefers to customize the

logo and click button to access the UCM Web UI.

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 Figure 100: Custom Wave Logo Interface

2. After clicking the custom logo button, the user will be directed to the UCM device Web UI.

3. The user will be directed to the UCM Web UI → UCM Remote Connect → Custom Logo to customize
the enterprise logo. As the screenshot shows below:

Figure 101: Custom Logo

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Back up UCM Data

Prerequisite: The user has the corresponding UCMRC plan including this function.

The user can remotely access the UCM device to enable the UCM data backup function.

1. On the UCM Devices list, the user can select the UCM device, click the button to access the UCM
Web UI, and set the UCM data backup function for the GDMS platform account.

Figure 102: Back up UCM Data

2. After clicking the UCM data backup button, the user will be directed to the UCM device Web UI.

3. The user will be directed to the UCM Web UI → UCM Remote Connect → Plan Settings→Storage &
Backup interface and set to back up the UCM data to the GDMS platform account. Please see the
screenshot below:

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 Figure 103: Storage & Backup

Batch Modify Sites

Users could edit the site of a batch of UCM devices on the GDMS platform. The default site is “default”.

1. Select the desired devices and click on the ”Site Assignment” button.

Figure 104: Site Assignment

2. Select the site to assign the selected devices to.

3. Click on the” Save“ button, and all selected devices will be transferred to the selected site.

Note:

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Each device can only be allocated to one single site.

View/Disassociate Host/Spare UCM Device

Prerequisite: The user has the corresponding UCMRC plan including this function.

Users can view Host/Spare UCM devices in the UCM devices list, the Host/Spare icon will be marked
following the MAC address, and users can view the corresponding MAC address of the Host/Spare devices.

When the Host/Spare association is established, and once the Host UCM server is down, the Spare UCM
device can still get connected through the Host UCM device’s UCMRC domain name.

The user can click “Remove Relationship” to remove the UCMRC Host/Spare relationship. However, the
local Host/Spare relationship configuration in the UCM devices is still retained. If the user also wants to
remove this relationship, the user needs to go to the UCM management platform to disassociate the
relationship.

Figure 105: View Host/Spare UCM Device

Note:

⚫ If the user only purchases one UCMRC plan which contains the HA service for one of the UCM devices,
the HA features for the UCM devices cannot be used normally.

⚫ To ensure that the UCM devices can be used normally under the HA mode, the user needs to purchase
two UCMRC plans with the same specifications and both plans contain the HA service.

Delete Device

Users could delete one UCM device or a batch of UCM devices on the GDMS platform.

1. Select the desired devices and click on More → Delete.

2. Select a UCM device from GDMS → Device → UCM Device and click on “Delete Device”. Users
can also select multiple UCM devices and then click on More → Delete to perform a batch delete
for all selected UCMs.

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 3. Click on the” OK“ button on the pop-up window to confirm deleting the devices, and the selected
devices will be deleted immediately from the GDMS platform. The timing tasks involving the deleted
devices will be canceled either.

Figure 106: Delete Device Prompt

Export Device

To export the entire device list, click on the button in the top-right corner of the device list
page. The exported list includes all device information.

Configure Parameter For Device

GDMS platform administrator can configure the parameters of UCM Remote Connect for the device
remotely. Once the device has been configured following the methods below, the device can use the UCM
Remote Connect functions.

Method 1:

1. GDMS platform administrator can go to VoIP Account → SIP Account interface, select the SIP

accounts which will be assigned to the device, click on the edit button to access the account

editing interface:

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 Figure 107: Edit Account

2. Click Add Server option and select the external network server address reported by the UCM Remote
Connect.

3. Assign the SIP server to the device and enter the device MAC address and Account index, then select
the SIP server of the UCM Remote Connect.

4. Click to save and apply the changes for UCM Remote Connect for the device.

Method 2:

Users can select multiple SIP accounts, click the “Modify SIP Server” option on the top of the interface, and
then select the server address of UCM Remote Connect to modify the SIP server address (internal network)
to the server address of UCM Remote Connect for a batch of devices.

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 Figure 108: Modify SIP Server Address

Note:

1. When the user configures the server address of UCM Remote Connect for the device, the following
settings will be assigned to the device automatically to ensure the UCM Remote Connect service can
be used successfully:

• SIP Protocol - TLS

• STUN server setting will be changed to the TURN server address of UCM Remote Connect.

2. When the UCM Remote Connect account is deleted from the device, the STUN server setting will be
removed automatically from the device.

Storage

View Backup File

For backup files generated from UCM manually or automatically, they can be stored in GDMS cloud storage.
On the GDMS platform, users can view all backup files.

1. Go to the UCM Backup page, all backup files available for connected UCM devices will be displayed.
The file type includes CDR files, config files, etc.

Note:

It only displays all the backup files of the UCM devices under the current organization. Users can switch
the organization to view the backup files of the UCM devices under other organizations.

2. Click the searching box at the top of the interface to search the backup files by device MAC address,
backup file type, and device model.

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 Figure 109: View Backup File

Note:

• If the storage space of the UCM device is insufficient, the backup file cannot be stored. Please
clear the storage space or renew the plan to get more storage space.

• Users can subscribe to the email notifications so that the alert message will be sent to the
configured email box by default when the device storage space is insufficient.

Upload Backup File

Users can upload the backup file and recover the backup file on UCM.

1. Go to the UCM Backup page, click on the “Upload File” button in the right upper corner to access the
interface:

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 Figure 110: Upload File

File Click to select the backup file from the local PC or drag the backup file to this field to
upload the backup file. The backup file can be the configuration file of the device.

MAC Address Enter the MAC address of the UCM device for uploading this backup file.

Note: The UCM device must be in the current organization, otherwise, the backup file
cannot be uploaded.

File Name Enter the name of the backup file.

File Type Enter the file type of the backup file so that the UCM device can obtain the backup file
accordingly by the file type.

2. Click the OK button to upload the backup file.

Note:

If the UCM device does not have enough storage space, the backup file cannot be uploaded. The user can
clean up the cloud storage space file for this UCM or purchase an additional plan.

Download Backup File

1. On the ”UCM Backup“ page, click the button following the backup file to download the file.

2. Download the files locally.

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Notes:

• Users can view the backup files and restore the UCM device quickly without downloading.

• Users can download the backup file manually and restore the UCM device.

Restore UCM Backup File Remotely

Users can restore backup files for UCM devices remotely through the GDMS platform.

1. On the “UCM Backup” interface, select a UCM backup file and click the “Restore” button to restore

the UCM device.

Figure 111: Restore Backup File Remotely

2. Once the user clicks the “OK” button, the UCM backup file will be assigned to the UCM device to restore
the UCM device.

3. It may take several minutes to restore the backup file for the UCM device. The user can refresh the
interface to view the results next to the MAC address of the UCM device on the interface. As the screenshot
shows below:

: Restored successfully. The user can leave the cursor on the icon to view the last restoring time.

: Restored failed. The user can leave the cursor on the icon to view the last restoring operation time.

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 Figure 112: View Results

Delete Backup File

If the user wants to clean up the storage space of the UCM device, the user can delete the backup files in
the UCM device.

1. On the” UCM Backup“ page, click the button following the resource file to delete the backup file.
Users can also select multiple backup files and click the Delete button on the top of the page to batch delete
the backup files.

2. When the user confirms to delete, the selected files will be deleted from the GDMS platform.

Note:

Please note that when the backup file is deleted, it cannot be restored.

Convert Configuration File

If the user has upgraded the UCM device model, the user can use this function to convert the configuration
file of UCM62xx/UCM65xx to the configuration file of UCM63xx.

1. Go to the UCMRC → UCM Backup interface, the user can click the “Convert Config File” button to
access the conversion interface, as the screenshot shows below:

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 Figure 113: Convert Config File

2. The user can click to upload or drag the configuration file of UCM62xx/UCM65xx to the uploading area.

3. Select the target model to be converted, which means the model of your new UCM device.

4. Select the converted configuration file and save it to the cloud storage space of the new UCM device.

5. The converting duration will last for several minutes. When the conversion is done, the user can
download the converted configuration file on the UCM Backup interface. Or the user can click to download
the converted configuration file directly to the local PC. The user can also restore the configuration file in
the new UCM device directly.

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 Figure 114: Converted File Successfully

Note:

The original configuration file format needs to be a .tar file, and the file size limit is 10GB.

VoIP Device

This module displays all VoIP devices in the current organization.

For more details, please refer to the VoIP System -> VoIP Device module.

Call Statistics

Statistics Overview

The interface below displays the call quality reported by the device on the GDMS platform.

Prerequisites: The device must use the SIP account in the UCM server which has the UCM Remote
Connect service so that the device can report the call quality to the GDMS platform. This function is
supported in some of the UCM Remote Connect plans, not all plans. Please refer to the official website for
plan descriptions.

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 Figure 115: Statistics Overview

Table 23: Statistics Overview

Module Description

Total VoIP Devices Display the number of VoIP devices reported by the current organization (only
display the statistics report for the current filter time)

Total Calls Display the number of calls reported by the current organization (only display the
statistics report for the current filter time)

Call Quality Display the call quality ratio and average values for the reported call history by
the current organization (only display the statistics report for the current filter time)

Call Type Display the call types for the reported call history by the current organization (only
display the statistics report for the current filter time)
Note:

⚫ The user needs to purchase the advanced UCMRC plan which contains this service before using the

features. If the phone which has been associated with the GDMS platform has registered the

extension which was synchronized from the UCM device to the GDMS platform (assigned through

the GDMS platform), the phone will report the call quality to the GDMS platform (the audio will not be

collected).

⚫ Supported models: HT8XX, GXV33XX, and GRP260X series.

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Call Quality Record

GDMS platform displays all reported call quality records on the Call Quality interface.

Please see the screenshot below:

Figure 116: Call Quality Record

1. GDMS platform supports filtering call quality records by date.

Figure 117: Filter by Date

2. GDMS platform supports search call quality records by site, device model, call quality, and call type.

3. GDMS platform supports to search of call quality records by device MAC address, device name, and
SIP Account.

4. Click the Call Statistics button to view the statistical report of the filtered call
quality records.

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 Figure 118: Call Quality Record Report

Enable/Disable Call Quality Reporting

Users can enable/disable reporting call quality on the GDMS platform. If the user does not want to view the
call quality report, the user can disable this function on the GDMS platform.

On the Call Quality interface, the user can click the Phone reports the call quality button

to disable reporting call quality. When this function is disabled,

the devices under the current organization will no longer report the call quality to the GDMS platform.

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Figure 119: Enable/Disable Call Quality Reporting

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DEVICE CONFIGURATION

The Device Configuration page allows users to create templates that can be used to provision devices of
the same model or in the same group. Additionally, users can upload configuration files for individual devices
and manage them individually.

Note:

Users can only manage the devices in the current organization of the current system.

By Model

Users could customize the configuration template and classify the templates by device model and site.
Users could also configure a batch of devices on the GDMS platform, which means users could create a
configuration template for all same models of devices or create multiple templates for different sites.

Automatic Configuration Push

When a device is added to GDMS for the first time, it will automatically obtain and use the configuration
template for its model.

Manual Configuration Push

To manually push the configuration to specific device models, click on the button of the desired

models.

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 Figure 120: Manual Configuration Push

Note:

If a device’s setting has not been modified on the Device Management → Device → Set Parameters
page, GDMS will automatically update the device with the template settings created on the Device
Configuration page.

Example:

For GXV3370 devices, all sites are using the same configuration template, and all the devices under site A
– D will acquire the same configuration template – GXV3370 Config Template.xml.

For DP720 devices, different sites have different configuration templates. The DP720 in site A will acquire
the DP720 configuration file - Config Template -1.xml; the DP720 in site B will acquire the DP720
configuration file - Config Template -2.xml.

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 Figure 121: Example – GXV3370

Add Template

To add a configuration template for a specific device model, click on the Add Template button on the By
Model page and enter the following information:

Figure 122: Add Template

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 Table 24: Add Template

Name Enter the name of the template. This name must be unique and has a maximum character
limit of 64.

Model Select the device model of the template.

Select Site Select the site for which the template will be used.

All Sites: All devices in all sites will use this template.

Select Site: All devices in the selected sites will use this template. Multiple sites can be
selected.

None:

⚫ GDMS platform will not allocate the template to any device. The user could allocate
the template to the device manually.

⚫ The default setting is “All Sites”. If the user wants to modify the default setting, the
user can adjust the setting and enable the option “Remember Current Setting” before
saving the configuration. When the user edits/creates the model template, the default
setting is the previously saved setting.

Description Users could input the descriptions of the template and the purpose.

Once complete, users will be redirected to the Set Parameters page to modify the device settings of the
template.

Notes:

• For the new associated device, when the device first time connects to the GDMS platform, it will
acquire the configuration template according to the device model and site automatically. Users do
not need to push the configuration template manually.

• Devices already on GDMS will not automatically obtain the settings from newly added
configuration templates. Users will need to update these devices manually.

Important Note:

If the GDMS platform has the model configuration template for the current device, and the user does not

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modify the configuration parameters from the Device Management → Device → Set Parameters menu,
the GDMS platform will push the default model configuration template to the device when the device is
online. Otherwise, if the user updates the device configuration on the “Set Parameters” menu on the GDMS
platform and pushes it to the device, the device will use this configuration as the default configuration.

Set Parameters

Users can configure model-specific settings when editing model templates.

1. To configure these model-specific settings, click on the of the desired template.

Figure 123: Set Parameters

2. Clicking on the Select All button will select every option on the current page. Clicking on it again will
deselect all the options.

3. Clicking on the Reset Settings button will restore all settings on the current page to default values.

4. Clicking on the button following the account, users can copy and paste the current account
configuration to other accounts.

5. When users try to configure the device wallpaper or screensaver image, users can select a picture
from the resources list, or upload the local picture to GDMS and configure it to the device.

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 Figure 124: Ringtone Configuration

6. Modify the desired settings on the page or click on the Switch to Text Editor to configure device
settings via text editing (e.g., p-values). The Key can be either a P-value or an alias.

7. After setting the parameters, the user can click the “Save” button to save the changes. The user can
select to apply the template configuration to all same model devices on the corresponding site. The
user can click the option “Provision to Selected Devices” to select the devices to which the user wants
to push the parameters to. The user can also click the button “Apply All” to push the parameters to all
devices.

Figure 125: Saved Parameters Successfully

Notes:

• The available settings for each model template are different. For more details on acceptable
configuration values, please refer to the user guide for each device model.

• When the user adds a new model configuration template to the GDMS platform, the GDMS platform
will not push the template to the existing devices in the GDMS platform, and the GDMS platform
will only push the newly added template automatically to the new associated devices in the system.

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 • When the settings of a template are modified, the changes will not be automatically applied to
related devices. Users will need to manually push the configuration to devices.

• For the newly added devices, the devices will acquire the updated configuration template
automatically.

• If a scheduled task involves a modified template, the task will use the template settings at the time
of scheduling, not the newly modified settings.

• Users can use the Search function to find the needed parameter.

Configure Resource Files

Users can configure custom ringtones and language for devices (Supported models: GXP/DP series).

1. To configure these model-specific settings, click on the button of the desired template to go
to the Parameters Configuration → Resource Configuration page, as shown in the figure below:

Figure 126: Resource Configuration

2. On the “Custom Ringtone” page, for Ringtone 1 to Ringtone N, select a ringtone file from the
resources for each ringtone index.

3. On the “Language Configuration” page, select a language pack from the resources for the device.

4. After clicking the “Save” button, the device of this model will download the resource file from the
firmware path once the device is connected to the GDMS platform for the first time.

5. Or users can click the “Push” button to push the template of the model to the device. Then, the
device will download the resource file from the firmware path.

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Note:

For each device model, the size and duration of each ringtone are different. If the duration and size exceed
the limit, the system will intercept the resource file to the maximum limit automatically.

Push Update

Users could push the configuration template to the device manually.

1. Select a specific configuration template, and click on the button following the template.

Figure 127: Push Configuration File

2. Users could select any device in this device model to push the configuration template, the device will
be updated with the configuration template.

3. Users can either push the configuration template immediately or schedule the configuration push for a
specified time. If the latter is selected, users will need to enter a name and time for the scheduled push.

Figure 128: Schedule Config Update

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4. Click on the Save button to finalize the task. Users can check the task status on the Task Management
page.

Edit Template

To edit the configuration template’s name, site, and description, click on the button for the desired
template.

Figure 129: Edit Model Template

Download Configuration Template

To download the configuration template of a device model, click on the button for the desired
template.

Figure 130: Download Configuration Template

Delete Template

To delete configuration templates from GDMS, select the desired templates and click on the Delete button
in the top left corner of the By Model page.

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Note:

If a scheduled task involves a deleted template, the task will still use a temporary copy of the template
saved at the time of scheduling. A scheduled task will not fail due to deleted templates.

Figure 131: Delete Template

By Group

Users could customize the configuration template by the group. Users could configure a group and update
the configuration template by the group. For example, users could classify a batch of devices into a group
and configure/manage the devices in the group. Users could push the configuration template to the group
members on the GDMS platform.

Users could view the group configuration template, and the devices list in each group.

Users could modify the configuration parameters, push the configuration to the devices, edit the group and
members, and download the configuration template by the group.

Figure 132: By Group

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Add Group

Users could add a group at any time on the GDMS platform.

1. Click on the Add Group button at the top right of the By Group page.

Figure 133: Add Group

Table 25: Add Group

Group Name Enter the name of the group to easily identify it. Names must be unique and have a
maximum character limit of 64.

Type Users need to select the type:

• Audio phone series: This is used to configure the common configuration

parameters of the GXP and GRP series.

• DP series: Use the configuration template for the DP7xx series.

• HT series: Use the configuration template for the HT8xx series.

• GRP series: Use the configuration template for the GRP series.

• GXP series: Use the configuration template for the GXP21xx series.

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 • GXV series: Use the configuration template for the GXV33xx series.

• GVC series: Use the configuration template for GVC3210.

Description Enter the detailed description and purpose of the configuration template.

2. Once complete, users will be redirected to the device selection page to add devices to the group. Users
can either select devices from the list or manually enter the MAC addresses of the devices. Selected
devices will be moved to the Selected Device list on the right of the page.

Figure 134: Finish Adding Group

3. Users could click on the “Prev” button to go back to the group configuration page to re-edit the group
information.

4. Click on the Save button to complete group member selection. Users will then be redirected to the Set
Parameters page.

Note:

Users need to set the parameters of the configuration template for the newly added group.

Set Parameters

Users could set the unique parameters of the devices in the group in the configuration template to push the
unique parameters to the devices in the group.

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1. Select a specific group, and click on the button to access the group member parameters
configuration page.

b. Clicking on the Select All button will select every option on the current page. Clicking on it again
will deselect all the options.

c. Clicking on the Reset Settings button will restore all settings on the current page to default
values.

d. Clicking on the button following the account, users can copy and paste the current account
configuration to other accounts.

e. When users try to configure device wallpaper or screensaver image, users can select a picture
from the resources list, or upload the local picture to GDMS and configure it to the device.

Figure 135: Ringtone Configuration

2. Modify the desired settings on the page or click on the Edit Configuration File to configure device settings
via text editing (i.e., p-values). The Key can be either a P-value or an alias.

Notes:

• The available settings for each model template are different. For more details on acceptable
configuration values, please refer to the user guide for each device model.

• When the user adds a new model configuration template to the GDMS platform, the GDMS
platform will not push the template to the existing devices in the GDMS platform, and the GDMS
platform will only push the newly added template automatically to the new associated devices in
the system.

• When the settings of a template are modified, the changes will not be automatically applied to
related devices. Users will need to manually push the configuration to devices.

• For the newly added devices, the devices will acquire the updated configuration template
automatically.

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 • If a scheduled task involves a modified template, the task will use the template settings at the time
of scheduling, not the newly modified settings.

Configure Resource Files

Users can configure custom ringtones and language for devices (Supported models: GXP/DP series).

1. Select a specific group, and click on the button to access the group member parameters
configuration page.

Figure 136: Resource Configuration

2. On the “Custom Ringtone” page, for Ringtone 1 to Ringtone N, select a ringtone file from the
resources for each ringtone index.

3. On the “Language Configuration” page, select a language pack from the resources for the device.

4. After clicking the “Save” button, the configured parameters and resources will be saved in the
system. When the user clicks the “Push” button to push the template to the device, the device will
download the resource file from the firmware path.

Note:

For each device model, the size and duration of each ringtone are different. If the duration and size exceed
the limit, the system will intercept the resource file to the maximum limit automatically.

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Push Update

Users could push the group configuration template to the device manually.

1. Click on the button for the desired group.

Figure 137: Push Update

2. In addition to being able to push the configuration template to all or select members of the group,
users can also push it to non-members.

3. Users can either push the configuration template immediately or schedule the configuration push for
a specified time. If the latter is selected, users will need to enter a name and time for the scheduled
push.

4. Click on the Save button to finalize the task. Users can check the task status on the Task
Management page.

Edit Group

Users could edit the group name, descriptions, and group members.

1. Click on the button for the desired group.

Figure 138: Edit Group

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2. Modify the desired settings and click on the Save button to finalize changes.

Note:

New members of an existing group will not automatically obtain the group configuration template. The
template must be manually pushed to the new member devices.

Download Configuration File

Users can download the group configuration template by clicking on the button for the desired group.

Figure 139: Download Configuration File

Delete Group

Users can delete groups by selecting the desired groups and clicking on the Delete button in the top-left
corner of the By Group page.

Note:

The existing timing tasks involving the group configuration template will be reserved, and the timing task
will be executed with the original group configuration template.

By CFG

Users can import configuration files for specific devices. Settings in these uploaded files will be used for
their specified device.

Figure 140: By CFG

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Upload CFG File

Users could upload the custom configuration file to the GDMS platform and push the custom configuration
file to the device.

1. Click on the Import Configuration File button at the top-right corner of the By CFG page. The following
window will appear:

Figure 141: Upload CFG File

2. Drag and drop the file to the window or click on the upload icon to select a file from your PC.

Note:

The uploaded file must be named as the device’s MAC address (e.g., 000b82afd0b0.xml).

3. Click on the OK button to finalize the import.

4. The following window will appear asking the user to either push the configuration to the specified device
immediately or to cancel the configuration push.

Figure 142: Finalize Import

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Notes:

• Only XML file format is supported for the uploaded custom configuration file.

• If the file name does not meet MAC address format requirements, the import will fail.

• When uploading another configuration file for an existing device, the previous configuration file will
be overwritten.

Push Update

Click on the button for the desired device to manually push the configuration to it.

Figure 143: Push Update

Download Configuration File

Click on the button for the desired device to get its configuration file.

Delete CFG File

To delete uploaded configuration files from GDMS, select the desired devices in the list and click on the
Delete button at the top left of the By CFG page.

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SITE MANAGEMENT

Site Management allows users to organize their devices by sites and categories.

Figure 144: Site Management

Add Site

Users could add a site at any time on the GDMS platform.

1. Click on the Add Site button at the top right of the Site Management page. To quickly add a subsite

under a specific site, click on the button next to the desired site. Users can create a total of 7 different
levels of sites.

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 Figure 145: Add Site

Table 26: Add Site

Site Name Enter a name for the site to easily identify it. Sites on the same level cannot have the
same name.

Superior Site The parent level of the site. This field can be left blank if the created site is a top-level
site.

Site Enter the descriptions of the site.

Description

2. Once the site is created, users can then assign devices to it.

Batch Import Sites

Users could import a batch of sites into the GDMS platform.

1. Click on the Import Site button at the top right corner of the Site Management page. The following
window will appear:

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 Figure 146: Import Site

2. Click on the Download button to get a template that will be used to import site information.

Figure 147: Site Template

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 Table 27: Site Template Options

Site Name Enter the name of the site. If the site is the child of another site, users must enter the entire
path (e.g., top-level site/second-level site/third-level site/…new site name).

Description Enter the descriptions of the site.

3. Once the template is filled out, drag, and drop the file to the upload window or select the file from your
PC. Click on the Import button to confirm the import.

4. When the Excel file is imported into the GDMS platform successfully, the GDMS platform will prompt
the execution result. If there is data that failed to be imported, the user could export the failed data and
re-edit the Excel file.

Note:

If an imported site has the same name as another site on the specified level, the import will fail.

Edit Site

Users could edit the information of the site on the GDMS platform.

1. Click on the button next to the desired site.

2. Edit the desired fields and click on the Save button to finalize changes.

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 Figure 148: Edit Site

Delete Site

To remove a site from GDMS, click on the button next to the desired site.

Note:

If the selected site has devices assigned to it, the site cannot be deleted unless the devices are assigned
to another site beforehand.

View Devices

To view all the devices under a specific site, click on the desired site in the Site Management list.

Figure 149: View Devices

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Transfer Site

Users can select devices on a site and move them to another site by clicking on the Move button.

Figure 150: Transfer Site

Clicking on the Save button will finalize the move to the specified site.

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TASK MANAGEMENT

The Task Management page displays all queued and completed tasks in the current organization and
system of the GDMS platform account such as configuration pushes, firmware upgrades, reboots, and
factory resets. Users can add, edit, and delete tasks from this page.

Note:

Users can only manage the devices in the current organization of the current system. If the user does not
have the permissions on the device, the user cannot manage tasks on the device.

Add Task

To add a task to GDMS, click on the Add Task button.

Figure 151: Add Task

Table 28: Add Task

Task Name Enter the name of the task.

Task Type • Immediate: The task will be run immediately. If the task is not run after 5
minutes, GDMS will automatically close it.
• Scheduled: Schedule the task to run at a specified time. The task will end
at the specified end time, even if there are still devices queued up to run the
task.

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 • Repeating: Users could reserve the recurring tasks such as daily, weekly,
monthly, and Nth week of each month, and perform a certain task.

Task Contents • Reboot Device: VOIP device and UCM device.

• Factory Reset: VOIP device only.
• Upgrade Firmware: Users will need to select the device model and firmware
version to upgrade to. VoIP devise and UCM device.
• Update Config: Model: Select the model template that will be used for the
configuration update push. VOIP device only.
• Update Config: Group: Select the group template that will be used for the
configuration update push. VOIP device only.

Upgrade Method This option is available only when Upgrade Firmware is selected as the Task Type.
• Sequential Upgrade: Devices are upgraded one by one in a sequence.
Recommended to minimize network traffic.
• Concurrent Upgrade: All devices are upgraded simultaneously. This option
may cause heavy network traffic. To ensure network quality, the user can
also limit the maximum number of concurrent devices, such as upgrading 10
devices at the same time.

Version This option is available only when Firmware Upgrade is selected as the Task Type.
Requirement Devices will be upgraded only if they meet certain requirements:
• All: Upgrade all devices regardless of their current firmware version.
• Specific Firmware Version: Upgrade devices on the specified firmware
version.
• Firmware Version Range: For the selected devices, only the devices in a
specified firmware version range (Lowest firmware version ≤ x ≤ Highest
firmware version) will be upgraded.

Execution Device Select the devices to run this task for. Users can search for devices by their model,
assigned site, or MAC address.

Click on the Save button to finalize the task creation. Users can view this task in the Task Management
list.

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 Figure 152: Task Management List

Notes:

• If there are multiple tasks for 1 device, they will be queued up to run in order of their configured
start time.

• If a device is offline, pending tasks associated with the device will be run the next time the device
is offline.

• Certain tasks and device setting changes can cause a device to reboot.

• Firmware upgrade tasks may require more time to run due to the size of some firmware files.

• The latest configuration files or firmware will be generated for each cycle of the recurring tasks, and
the system will collect all devices of this specific model, then execute the corresponding task.

• If the task is created in a specific sub-system, the user can view the task only in the corresponding
sub-system, and other sub-system users cannot view it.

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View Task Status

Users can see the status of all completed and pending tasks by looking at the Status column.

Figure 153: View Task Status

Table 29: Task Status Description

Pending The task has not been executed yet.

Executing The task is currently in progress.

Success The task has been completed successfully.

Failed The task has failed.

Canceled The task was canceled.

Timeout The task was not executed when it arrives at the ending time.

Ended The task was ended before it could be completed. Some of the involved devices may not
have run the task before it ended.

To view more details about a task, click on the button for the desired task. Users can view the task
status of each device involved.

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 Figure 154: Task Status

Table 30: Task Status Detailed Description

Pending The task has not been run yet.

Executed

Executing The task is currently ongoing.

Success The task has been completed successfully.

Failed The task has failed. A failure reason will be shown.

Timeout The task has been sent to the device, but the device has not responded yet.

Success The task has been completed successfully for this device, but it was completed later than
(Timeout) the specified time.

Canceled The task has been canceled before the starting time.

Ended The task was ended before it could be completed. Some of the involved devices may not
have run the task before it ended.

Users could re-create tasks for the executed failed devices or all devices. If the user re-creates tasks for
certain devices, all attributes of the task and all executed devices information will be logged on the “Re-
create Task” page.

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Start Scheduled Tasks

Users can start pending scheduled tasks immediately by clicking on the button.

Cancel Pending Tasks

To cancel a pending task, click on the button for the desired task. The task status will be changed to
Cancelled. To run the task again after it is completed, click on Task Details → Run Again for the desired
task.

If the task is recurring, users could select whether to cancel the entire recurring task or just cancel the single
task.

End Task

To stop a running task, click on the button to immediately end it.

If the device has already executed the task (e.g., Reboot Device), the device will finish the task; if the device
does not start to execute the task, the device will not execute the task anymore.

Search Task

Users can search for specific tasks by using the search bar and filters at the top-right of the top right corner
of the Task Management page.

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 Figure 155: Search Task

Delete Task

Users can delete tasks at any time. Select one or more tasks and click on the Delete button at the top of
the page to delete them.

Note:

When deleting ongoing tasks, GDMS will automatically suspend and delete them. Any changes made
before the task was suspended cannot be undone.

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DEVICE DIAGNOSTICS

Device Diagnostics allows users to check devices on GDMS for issues, view device information, obtain
network captures and Syslog, and conduct traceroutes.

Note:

Support to diagnose VoIP devices and UCM devices.

The user can view the diagnosis status of the device in the current organization of the current system. If
the user does not have the relevant permissions, the user cannot diagnose the corresponding device.

Start Diagnostics

To start diagnosing a device, users can do one of the following:

1. Enter the device’s MAC address and click on the Start Diagnostics button.

2. Each device will generate one diagnostics history. Click on the button for the desired device
in the list to diagnose the device.

Figure 156: Device Diagnostics

To view the diagnostic details of a device, click on the button for the desired device.

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 Figure 157: View Diagnostics Details

Notes:

• If the device is offline, users cannot diagnose this device on the GDMS platform, , and users can
only view the previous diagnosis records.

• Except for capturing the packets Syslog, multiple users can perform diagnosis operations on one
device at the same time.

View Device Details

Click on the button on the right of the Device Diagnostics page to view information about the

device.

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 Figure 158: View Device Details

On the Diagnostics Details page, users can quickly perform operations on the devices, including restarting
the devices, factory resetting the devices, updating the configuration, and upgrading the devices. Users
can also view the detailed information of the device, including device name, MAC address, public/private
IP address, device model, and device type on this page.

Click on the button next to the diagnosis record to view the specific diagnosis result of the device.

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 Figure 159: View Diagnosis Result

Note:

• The UCM series and GXW45XX devices do not support resetting to the factory settings and
updating configuration files through the GDMS platform.

• In the diagnosis record, it only displays the diagnosis data of the device in the last 30 days.

• If the device is offline, the user still can view the diagnosis record of the device.

UCMRC Connection

Users can diagnose the current UCMRC connection status in the GDMS platform.

Click on the button “Start Diagnosis” and wait for the GDMS platform to diagnose the device. The GDMS
platform will display the diagnosis result of the UCMRC connection.

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 Figure 160: UCMRC Connection Diagnosis

If the UCM device which is using the UCMRC services has any problems, the user can diagnose the UCM
device and troubleshoot the problems remotely. The user can try to fix the problems based on the
suggestions and click on the “Feedback” button to send the logs and descriptions to our technical support.

Note:

It only displays the UCMRC connection diagnosis records of the device in the last 30 days.

Ping/Traceroute

Clicking on the Ping/Traceroute tab on the Device Diagnostics page will show the following:

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 Figure 161: Ping/Traceroute

Table 31: Ping/Traceroute Options

Operation • Ping: Checks the connection status and speed between the device and the target
Method host. Results include packet loss information, maximum/minimum data packet size,
and the round-trip time of the packets.
• Traceroute: Displays the route and transit delays of packets from the device to the
target host. Up to 30 hops can be monitored.

Target Enter the IP address or hostname of the target host.

Host

Users could click on the “Start” button, wait for the GDMS system to diagnose the device, and the GDMS
platform will print out the results of the diagnostics.

Each operation prints the diagnostics result once, and users could operate the diagnostics multiple times.

Note:

• To avoid canceling the ping/traceroute, do not leave the Ping/Traceroute page.

• It only displays the Ping/Traceroute records of the device in the last 30 days.

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Syslog

The Syslog tool allows users to capture logs from a device.

1. To start a capture, click on the Start button on the Syslog page. At any time during the capture, users

can click on the button to download the Syslog.

2. Clicking on the End button will stop the capture, and the Syslog will be saved to GDMS.

3. Users can access these saved logs at any time.

Notes:

• An ongoing Syslog capture will end automatically after 7 days.

Figure 162: Syslog

• For UCM devices, the Syslog download function is temporarily not available.

• It only displays the Syslog data of the device in the last 30 days.

Capture Trace

The Capture Trace tool allows users to get a network packet capture of a device.

1. Click on the Start button to start the packet capture.

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2. Click on the Stop button to end the packet capture.

3. Click on the button to download the capture file.

Notes:

• GDMS can only capture up to 5 minutes. An ongoing capture will end automatically after 5 minutes.

• Some models do not support capturing the trace file remotely.

Figure 163: Capture Trace

Network Diagnostics

Users can perform network diagnostics on a specific device, including local network status, network packet
loss rate, latency, uplink/downlink network rates, etc.

1. Click the “Start Diagnostic” button to start network diagnosis.

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 Figure 164: Network Diagnostics

System Status

Users can view the system status of a specific device through the GDMS platform to diagnose the device
problems, including storage space, CPU, memory information, etc.

1. Click the “Start to get” button to get the system status from the device in real-time.

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 Figure 165: System Status

End Diagnostics

Click on the End Capture button on the Device Diagnostics page to end diagnostics for the device. All
diagnostic processes will stop.

Note:

Since GDMS does not allow multiple users to diagnose the same device simultaneously, please make sure
that a diagnosis is properly ended by clicking on the End Diagnostics button.

Diagnostics Records

Users can view the entire diagnostic history of all devices associated with the current account.

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 Figure 166: Diagnostics Records

1. If a device is currently being diagnosed, click on the button to continue diagnosing.

2. In the Diagnosis records, each device will display one diagnosis record. The user can click on the

button to access the device diagnostics page to continue the specific operations.

3. View the diagnostic history of a specific device by using the search bar on the top right of the
Diagnostic Records page.

4. Users can delete records by selecting one or more items and clicking on the Delete button.

Note:

If the device is offline, the user still can access the device diagnostics page. However, the device diagnostic
function cannot be operated, the user can only view the diagnosis records of the device.

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ALERT MANAGEMENT

GDMS has an alert system that will trigger when certain conditions are fulfilled. There are 3 alert levels:
High, Medium, and Low.

Alert Notification Settings

Users can view and receive alert notifications in two ways: Message Notification and Email Notification.

Message Notification Settings

This displays the alert as a notification under the icon in the top right corner of the GDMS page.

1. To manage message alert notifications, click on the Message Notification Settings button

on the top-right corner of the Alert Management page.

Figure 167: Message Notification Settings

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 Table 32: Message Notification Settings

Organization Select the organization in question.

Alert Details VoIP devices alert and UCM devices alert. Users can click Tab and select the alert
contents, respectively.

Alert Details Users can specify what alerts to receive. The following alert priority levels are available:

High Level:

▪ Device is back online

▪ Device Offline

▪ UCM cloud storage space is insufficient or full.

▪ CPU Traffic Control

▪ Disk Usage

▪ Memory Usage

▪ System Reboot

▪ System Crash

▪ Fail2ban Blocking

▪ SIP Peer Trunk Status

▪ Network Disk Status

▪ Remote concurrent calls amount exceeds the upper limit

▪ External Disk Status

▪ SIP Trunk Registration Status

▪ Configuration Recovery (Backup Restore)

▪ Extend Disk Usage

▪ TLS Certificate Expired

▪ Remote Login

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 ▪ Network port traffic alert

▪ High-frequency outbound call

▪ Flood attack

▪ Outbound trunk call duration usage

Medium Level:

▪ Task Run Failure (users can specify the tasks they want notifications for)

▪ Modify Super Admin Password

▪ System Upgrade

▪ User Login Banned

Note: Only the UCM devices that have UCM RemoteConnect advanced plans can report
the alert contents and send the alert notifications.

Subscriber Select the users that will be alerted. Only sub-users created by the current user can be
selected.

Note:

If a scheduled task fails to run, the alert notification will be sent only to the task creator.

2. When there are unread alerts, and a user subscribed to alerts logs in, the icon will shake.
Hovering over the icon will show the unread messages. Clicking on these messages will show more details
about the alerts.

Figure 168: Unread Message Icon

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Email Notification Settings

Alerts will be sent as emails to subscribers.

1. To manage email alert notifications, click on the button on the top-right corner

of the Alert Management page.

Figure 169: Email Notification Settings

Table 33: Email Notification Settings

Organization Select the organization in question.

Alert Details VoIP devices alert and UCM devices alert. Users can click Tab and select the alert
contents, respectively.

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Alert Details Users can specify what alerts to receive. The following alert priority levels are available:

High Level:

▪ Device is back online

▪ Device Offline

▪ UCM cloud storage space is insufficient or full.

▪ CPU Traffic Control

▪ Disk Usage

▪ Memory Usage

▪ System Reboot

▪ System Crash

▪ Fail2ban Blocking

▪ SIP Peer Trunk Status

▪ Network Disk Status

▪ Remote concurrent calls amount exceeds the upper limit

▪ External Disk Status

▪ SIP Trunk Registration Status

▪ Configuration Recovery (Backup Restore)

▪ Extend Disk Usage

▪ TLS Certificate Expired

▪ Remote Login

▪ Network port traffic alert

▪ High-frequency outbound call

▪ Flood attack

▪ Outbound trunk call duration usage

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 Medium Level:

▪ Task Run Failure (users can specify the tasks they want notifications for)

▪ Modify Super Admin Password

▪ System Upgrade

▪ User Login Banned

Note: Only the UCM devices that have UCM Remote Control advanced plans can report
the alert contents and send the alert notifications.

Subscriber Select the users that will be alerted. Only sub-users created by the current user can be
selected.

Note:

If a scheduled task fails to run, the alert notification will be sent only to the task creator.

2. When the subscriber receives the alarm notification, the GDMS platform will send an email to inform the
subscriber. To avoid the alarm notification emails disturbing the subscriber, the GDMS platform only can
send one alarm notification email to the subscriber’s email box per hour.

Figure 170: Email Alert Notification

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APP Notification Settings

The alerts can be pushed to the subscribers through the App notifications.

1. The user can click the button to access the App notification settings interface.

Figure 171: App Notification Settings

Table 34: App Notification Settings

Organization Select the organization in question.

Alert Details VoIP devices alert and UCM devices alert. Users can click Tab and select the alert
contents, respectively.

Alert Details Users can specify what alerts to receive. The following alert priority levels are available:

High Level:

▪ Device is back online

▪ Device Offline

▪ UCM cloud storage space is insufficient or full.

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 ▪ CPU Traffic Control

▪ Disk Usage

▪ Memory Usage

▪ System Reboot

▪ System Crash

▪ Fail2ban Blocking

▪ SIP Peer Trunk Status

▪ Network Disk Status

▪ Remote concurrent calls amount exceeds the upper limit

▪ External Disk Status

▪ SIP Trunk Registration Status

▪ Configuration Recovery (Backup Restore)

▪ Extend Disk Usage

▪ TLS Certificate Expired

▪ Remote Login

▪ Network port traffic alert

▪ High-frequency outbound call

▪ Flood attack

▪ Outbound trunk call duration usage

Medium Level:

▪ Task Run Failure (users can specify the tasks they want notifications for)

▪ Modify Super Admin Password

▪ System Upgrade

▪ User Login Banned

Note: Only the UCM devices that have UCM Remote Control advanced plans can report

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 the alert contents and send the alert notifications.

Subscriber Select the users that will be alerted. Only sub-users created by the current user can be
selected.

2. The user can select the alert types to which the user wants to subscribe and click the “Save” button to
apply the changes. After logging in to the GDMS application, the user will be notified through the app
notifications.

SMS Notification Settings

UCM devices that have a UCM Remote Connect service plan can use the SMS Notification function. This
function is only supported by some of the UCM Remote Connect plans.

1. To manage email alert notifications, click on the button on the top-right corner of
the Alert Management page.

Figure 172: SMS Notification Settings

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 Table 35: Notification Settings

Organization Select the organization in question.

Alert Details Users can specify what alerts to receive. The following alert priority levels are available:

High Level:

▪ Device is back online

▪ Device Offline

▪ Disk Usage

▪ System Reboot

▪ Network Disk Status

▪ Remote concurrent calls amount exceeds the upper limit

▪ External Disk Status

▪ Remote Login

▪ Outbound trunk call duration usage

Note: Only the UCM devices that have UCM Remote Control advanced plans can report
the alert contents and send the alert notifications.

Receiving Enter the phone numbers which will receive the notification message. The phone numbers
Number can be added or deleted.

When the number is entered, the user needs to click the “Send Captcha” option and enter
the received verification code to finish adding the receiving number.

2. Click the Save button to apply the changes.

View Alert Notification

The Alert Management page shows all alerts that have been generated by GDMS.

Note:

Users can be limited by their privileges on the alerts they can view on the Alert Management page. Please
refer to the User Management section for more details.

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 Figure 173: View Alert Notification

• Search: Users can find specific alerts by using the filter and search features in the top right corner
of the Alert Management page.

• Latest alarm notification: If the alarm notification includes a red dot at the beginning of the item,

it means the alarm notification is unread. Users could click on the button to
mark all unread notifications as “Read.”

• View Details: Users could click on the button following the alert notification to view the alert
notification details, and the red dot will disappear if the user has viewed the alert notification details.

• Device Diagnostics: For the device which has a fault, the user could click on the option to
access the Device Diagnostics page to diagnose the device.

• Delete Alerts: Users can delete notifications by selecting one or more items and clicking on the
Delete button.

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RESOURCE MANAGEMENT

Firmware Management

Custom Firmware·

Users could upload the firmware of the devices to upgrade the associated devices on the GDMS platform.

Note:

It is recommended to download the device’s firmware from Grandstream’s Official website to avoid device
failure.

1. On the Custom Firmware page, click on the Upload Firmware button.

2. Either drag and drop the firmware file to the upload area or enter the firmware file path.

Figure 174: Custom Firmware

Table 36: Custom Firmware

Upgrade Path • Upload File: Upload the firmware file directly. Users could drag the firmware
file to the uploading area or click on the uploading area to select the
uploading firmware.

• Enter File Path: File path of the firmware. Please make sure that this file

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 path can be accessed by your devices.

Firmware Name This is used to identify the firmware file name. The limit is 1 - 64 characters.

Version Number Fill in the actual version number of the uploaded firmware.

Supported Model Select the supported device models of the firmware.

Description Description of the firmware. The maximum character limit is 256.

3. Once the firmware is uploaded successfully, it will appear in the custom firmware list. Devices will be
able to select the firmware when upgrading via GDMS.

Figure 175: Finish Uploading Custom Firmware

Official Firmware

The official firmware page lists the latest official firmware for every supported device. This list is maintained
and updated by Grandstream.

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 Figure 176: Official Firmware

Note:

Official firmware cannot be edited or deleted, and users can only download or push the firmware to upgrade
the devices.

Firmware Update Notification Settings

Users can subscribe to firmware update email notifications to keep up to date with the latest firmware
releases.

1. Click on the New Version Notification Settings button at the top of the Firmware page. The following
window will appear:

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 Figure 177: Firmware Update Notification Settings

2. Users can select the device models they want firmware update notifications for.

3. Click on the Save button to finalize changes.

Push to Upgrade Firmware

Users could push the upgraded firmware to the devices directly, or the devices in a range of firmware
versions.

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1. Click on the button for the desired firmware. The following window will appear:

Figure 178: Push to Upgrade Firmware

2. Select the devices to push the firmware to. Users can search for specific devices by entering a MAC
address or name or filter devices by specific sites.

3. Click on Update Now to immediately push the firmware upgrade to devices or Schedule Config Update.

4. Click on the Save button to create the task. Users can check the status of the firmware upgrade on the
Task Management page.

Edit Firmware

Users could edit the firmware name, firmware version, and other information on the GDMS platform.

Users could also re-upload the firmware into the GDMS platform. Click on the button to access the

firmware editing page.

Note:

If the firmware file is changed, existing scheduled tasks involving that firmware will still use the original file,
not the newly uploaded file.

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Download Firmware

Users can download firmware on GDMS by clicking on the button.

Note:

If a firmware on GDMS is using a configured file path, that path will be used when downloading it.

Delete Firmware

Users can delete firmware by selecting them in the firmware list and clicking on the Delete button in the
top-left corner of the list.

Note:

If the firmware is deleted, scheduled tasks associated with it will continue as normal anyway. Once all
associated scheduled tasks are completed, the firmware file will automatically be removed from GDMS.

Other Resources Management

Users can upload the resource files (such as ringtone files, wallpapers, language packs, etc.) to the GDMS
platform so that users can configure or assign the resource files to devices at any time.

Upload Resource

1. On Resource Management → Other Resources page, click on the resource files uploading button.

2. Users can drag or click to upload ringtone files, pictures, language packs, and other files, as the figure
shows below:

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 Figure 179: Custom Firmware

Table 37: Custom Firmware

File Users could drag the file to the uploading area or click on the uploading area to select
the file.

Supported file format: gsrt/flac/gsm/ogg/wav/mp3/jpg/png/txt. If the user selects the

file type as “Other,” the GDMS platform will not restrict the file format.

File size limit: Bin file/Ringtone – 128KB; Picture/Language pack – 500KB; Other –
5MB.

File Name This is used to identify the file name. The limit is 1 - 64 characters.

File Type This is used to identify the file type, such as ringtone, picture, language pack, and
Others.

3. Click the “OK” button to save the file to the GDMS server.

Notes:

• When the resource file is uploaded to the GDMS server, users can configure the resource file for
the device on the “Set Parameters” page.

• Only some specific models support configuring custom ringtones and language packs, and the
supported file sizes are different.

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View Resource List

Users can view all resources on Resource List under the enterprise, including the uploaded resources.

1. Users can go to Resource Management → Other Resources to view the resources list.

2. Users can also search the resources by resource type or file name on the resources list.

Figure 180: Other Resources

Copy File URL

1. On Resource Management → Other Resources page, click the button following the resource
file to copy the resource URL.

2. Copy the file URL and paste it to another file download path.

Download Resource

1. On Resource Management → Other Resources page, click the button following the resource
file to download the resource.

2. Download the resource file locally.

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Modify Resource

1. On Resource Management → Other Resources page, click the button following the resource
file to modify the resource.

2. Users can modify the file and file name.

Note:

If the user wants to re-upload the resource file, the device using this file URL may download and use the
new resource file.

Delete Resource

1. On Resource Management → Other Resources page, click the button following the resource
file to delete the resource. Users can also select multiple resource files and click the Delete button on the
top of the page to batch delete the resource files.

2. When the user confirms to delete the resource file, the selected file will be deleted from the GDMS
platform.

Note:

When the file is deleted from the GDMS platform, the device uses the URL pointing to that specific file, the
user can still use the downloaded resource file in the device locally.

View Storage Space

All resource files are stored in the enterprise's storage space. This interface shows the storage space
occupied and the total storage space:

1. On the” Resource Management“ → ”Storage Space“ interface, go to the Storage Space statistics
page. This interface shows the storage space taken up by the custom firmware and the other resource files.

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 Figure 181: View Storage Space

If the current storage space is less than 10% or full, the user can upgrade the plan or clean up the
storage space to get more available storage space.

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CHANNEL MANAGEMENT

Channel customers and service providers can obtain a list of purchased devices from Grandstream ERP.
This list will allow the channel customer or service provider to:

1. Quickly assign devices to sub-channel customers. These customers will then be able to log into
GDMS to manage the devices.

2. Manage devices directly for customers.

Note:

Channel customers and service providers will need to contact Grandstream support to associate their
GDMS account with an ERP account.

Superior Channel Binding Address

If a superior channel wants to assign devices to the user, the superior channel needs to add the user’s
GDMS account as a subordinate channel.

The user needs to copy and send the binding address to the superior channel.

1. Click on the link at the top of the Channel page “View my binding channel address,” as the figure
shows below:

Figure 182: View My Binding Channel Address

2. View my superior channel binding address, users could reset/copy the binding address.

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 Figure 183: Superior Channel Binding Address

• Copy: Click to copy the link address to the clipboard.

• Reset Address: Generate another address. The previous link will be invalid.

Add Sub-channel

Users can add sub-channels to GDMS accounts at any time. Once added, the user can assign devices to
the sub-channels. To properly add a sub-channel:

Obtain the bind address from sub-channels to add their GDMS accounts.

1. On the Channel Management page, click on the Add Sub-channel button. The following window will
appear:

Figure 184: Link Address

2. Enter the provided bind address from the sub-channel into the Link Address field.

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3. Add a description or comment for this sub-channel.

4. Click on the Save button to finalize changes.

5. Once the sub-channel is added, users can now assign devices to it via the Trace Devices tab.

Notes:

• Each user could be the subordinate channel customer for multiple GDMS users.

• Each user could be the superior channel distributor for multiple GDMS users.

• Users could only add subordinate channel customers which are in the same region (If the user is
in the region of the United State, the user could only add the enterprises in the United State region
as the subordinate channel customers).

Edit Subordinate Channel Customer

After adding a sub-channel, users can only edit the Remarks field for it. To edit it, click on the button

for the desired sub-channel.

Figure 185: Add Remarks

Delete Subordinate Channel Customer

To remove sub-channels from GDMS, select the desired sub-channels and click on the Disassociate button.
Devices can no longer be assigned to this sub-channel.

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 Figure 186: Disassociate Sub-channel

Track Device

View Device

To view all devices assigned to the account, click on the Track Device tab.

Figure 187: Track Device

Table 38: Track Device

MAC Address The MAC address of the device.

Device Model The model of the device.

Resource Where the device originated from. Currently, there are two values:
• ERP Order – The device’s data was synchronized from Grandstream ERP.
• Main Channel – The device was added by the main channel.

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 Warehousing The date/time the device was assigned to the account.
Time

Status Allocated: The device has been assigned to a sub-channel and cannot be assigned
to other sub-channels.
Unallocated: The device is not allocated to any sub-channel yet.

Outgoing Time The date/time the device was assigned to a sub-channel. The company name of the
sub-channel will also be displayed.

Users can search for specific devices by using the filter and search options in the top-right of the Channel
Management page.

Note:

Users cannot directly upgrade the firmware or update the configuration file of the devices from this list.
Please refer to Configure Device section.

Device Assignment Notification

When devices are assigned to an account, the icon will show a notification. Clicking on the
notification will show the list of assigned devices.

Device Assignment

For the devices which have been sold to the subordinate channel customer, the user could allocate the
devices to them. The subordinate channel customer could log in to the GDMS platform to view and manage
the devices.

The user could allocate a single device or allocate a batch of devices:

Assign a Single Device:

1. Click on the button for the desired device. The following window will appear:

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 Figure 188: Assign Single Device to Subordinate Channel

2. Select the sub-channel to assign the device to.

Assign Multiple Devices:

1. Click on the Device Operation button at the top-right of the Channel Management page.

2. Click on Assign to Subordinate Channel on the Track Device page. The user will be redirected to the
batch device assignment page.

Figure 189: Device Operation Options

3. The user will be directed to the batch devices allocating page:

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 Figure 190: Assign Multiple Devices to Subordinate Channel

Table 39: Assign to Subordinate Channel

Select Subordinate Select the sub-channel to assign the devices to

Channel Customer

Device Select the devices to assign to the sub-channel from the list or enter the
MAC addresses of the devices.

Figure 191: Copy and Paste Multiple MAC Addresses

4. Click the Save button to finalize changes and the assignment. The sub-channel will then be notified of
the device assignment.

Notes:

• The device which has been allocated to a customer cannot be allocated to any customer else.

• When the device is allocated, the user cannot acquire back the device. If the device is allocated to a

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 customer incorrectly, the user could contact the subordinate channel customer to allocate the device
back to the user.

Configure Device

To manage devices from the Channel Management device list, users must first import the devices to
GDMS Device Management.

Import Single Device

1. Click on the button for the desired device. The following window will appear:

Figure 192: Import to Manage Device

2. Click on the “OK” button to finalize the import.

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USER MANAGEMENT

The User Management page allows users to view, add, and edit users and manage role privileges. By
default, GDMS has one administrator, which has all available privileges. Roles are sets of privileges that
admins can assign sub-users.

Add Role

To add a role with specific privileges, click on the Add Role button at the top right of the User Management
→ Role page and enter the following information:

Figure 193: Add Role

Table 40: Add Role

Role Name Users need to input the name of the role in this field.

Description Users need to input the description of the role in this field.

Select Permissions Users need to select the privileges of the role.

Note:

If a role does not have the privilege of a feature, the GDMS portal will not show it.

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Edit Role

To edit a role’s name, description, and privileges, click on the button for the desired role.

Note:

Users cannot edit the roles of the default admin account.

Delete Role

To delete a role, click on the button for the desired role. If the role includes some sub-users accounts,
the role cannot be deleted.

Add Sub-user

To add a sub-user to the GDMS account, click on the Add Sub-user button and enter the following
information:

Figure 194: Add Sub-user

Table 41: Add Sub-user

Name Users need to input the name of the sub-user in this field.

Email Address Users need to input the email address of the sub-user. The sub-user will use this to verify
and activate this account, log into GDMS, and receive email notifications.

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 Role Users need to select the role of the sub-user.

Manageable Assign the manageable organization to the user, and the administrator could select the
Organization manageable organizations from the existing organizations in two different regional
servers.

Upon creating the sub-user, an activation email will be sent to the configured email address. The sub-user
must click on the provided link to activate the account.

Edit User

To edit a verified sub-user’s role, click on the button for the desired sub-user and select the new role.
The sub-users other information cannot be modified even by an administrator.

Figure 195: Edit Sub-user

For unverified sub-users, administrators can modify the name, email address, and role. Additionally, they
can send an account activation email to the configured email address.

Figure 196: Edit Unverified Sub-user

Delete User

To delete user accounts, click on the button for the desired user. Deleted users cannot log into GDMS.

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User Settings

Users can view and edit their personal information on GDMS by clicking on their name in the top-right
corner of the GDMS portal and clicking on User Settings.

Figure 197: User Settings

Table 42: User Settings

Main Region This option displays the primary region of the current GDMS account. This can be
deleted. After deleting the main region, the data in the current regional server cannot be
restored.

Name This option shows the display name for the account.

Email Address This option shows the email address associated with the account. To modify this email
address, the user will need to enter the current login password.

Login Name This option shows the username for the account. This is used for logging into GDMS,
and it can be modified. The user needs to enter the password and new login name for
authentication. The new login name must be unique.

Password The login password is editable. The user needs to input the original login password to
modify the current login password.

Company This option shows the name of the user’s company.

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 Country This option shows the country of the user.

Time Zone This option shows the time zone of the user.

Time Format Users can modify the time format to 12 hours or 24 hours on the interface.

Date Format Users can modify the date format to MM/DD/YYYY, DD/MM/YYYY, or YYYY/DD/MM on
the interface.

Role Info This option shows the current role of the user.

Sign Out

Log out of the account by clicking on the username in the top-right corner of the GDMS portal and clicking
Sign Out.

Figure 198: Sign Out

Delete GDMS Account

If the user does not want to use the GDMS platform to manage devices anymore, the user can delete the
GDMS account and all sub-accounts of the enterprise.

Note:

After deleting the GDMS account, all data of the GDMS account will be deleted.

1. Click the “Personal Information” option on the name menu at the upper right corner of the main page
to enter the personal information configuration page.

2. Click the “Delete business account” button at the top of the page to delete the current GDMS account.
If the enterprise GDMS administration account is deleted, all sub-accounts under the main GDMS account

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will also be deleted.

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Associated Company Management

Users can add associated companies for management in the GDMS platform. After establishing the
association relationship, users can select the associated companies and share the organizations with the
associated companies for management.

Add Associated Company

After adding the associated company, the user can select the associated company and share the
organization with the company, so that the user and the associated company can manage the organization
together or assign the management permission to the associated company for management.

The user can obtain the binding address from the company with which the user wants to establish the
association relationship.

1. The user can access User Management -> Associate Company page, and click the “Add Associated
Company” button to add the associated company. Please see the screenshot below:

Figure 199: Add Associated Company

2. Enter the binding address of the associated company in the field “My Company Associating Address”.

3. Fill in the remarks of the associated company.

4. The user can click the “Save” button to add the associated company. Once done, the user can view
the associated company name, remarks, and association time on the “Associated Companies” list.
Please see the screenshot below:

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 Figure 200: Associated Companies List

Edit Associated Company

On the “Associated Companies” list, the user can click the button to access the “Edit Associated

Company” interface to modify the remarks of the associated company.

Figure 201: Edit Associated Company

Disassociate Company

If the user wants to disassociate the relationship with the associated company, the user can select the

company and click the button to disassociate the association relationship.

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 Figure 202: Disassociate Company

Note:

After disassociating the association relationship, the shared organizations will not be affected, the
organization can also be managed by the previously associated company.

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ORGANIZATION MANAGEMENT

If users want to manage devices in multiple subordinate organizations, users could create multiple
organizations (such as customer enterprises, sub-companies), and assign the devices to multiple users to
manage separately. The devices, SIP accounts, and other parameters are separated between different
organizations. The data in a specific organization can only be viewed and managed by the administrator
who has permission.

All devices and data are in the “Default” organization by default.

Multiple organizations and administrators:

Register enterprise accounts on GDMS platform

(e.g. service provider, channel providers, etc.)

Default Organizations Organization - AAA (e.g. subsidiaries) Organization - BBB(e.g. subsidiaries)

Devices Config
Diagnostics Devices Config
Mangement Template Diagnostics Devices Config
Mangement Template Diagnostics
Mangement Template

SIP Task、
Alert SIP Task、
Account Site Alert SIP Task、
Account Site Alert
Account Site

System
Mangement

Branch Administrator A Branch Administrator B

Platform Administrator

Figure 203: Multiple Organizations and Administrators

Switch Organization

If the user has permissions for multiple organizations, the user could switch to manage different
organizations.

1. Click the drop-down box of the Organizations menu at the upper left corner of the page to select the
organization the user wants to manage.

2. After switching the organization, the user only could view/edit the Device, SIP Account, Template, and
other data under the organization.

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 Figure 204: Switch Organization

Add Organization

The user could create an organization if the user has permission.

1. On the menu on the right side of the page, select System Management → User Management, and select
the “Organization” tab, click the “Add Organization” button in the upper right corner.

2. Fill in the information of the organization as shown in the following figure:

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 Figure 205: Add Organization

Table 43: Add Organization

Organization Name Input the name of the organization.

Assign User Select the users who will have permission to manage the organization.

Clone Organization This is used to select to copy data from other organizations, the data include SIP
accounts, model templates, group templates, sites, etc. When the organization is
created successfully, the data under the specific organization will be copied to the
current organization.

Owned Subsystem Select the subsystems that the current organization belongs to, including the VoIP
system and UCMRC system. If it belongs to multiple systems, the relevant data
such as site data, VoIP device, and SIP account information can be shared across
systems in the organization.

Description Input detailed descriptions of the organization.

3. Click the Save button to save the organization on the GDMS platform.

4. The system will switch to the newly created organization by default, and the user could add devices to
the newly created organization for management.

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Edit Organization

Users could edit the organization’s information at any time.

1. On the menu on the right side of the page, select System management → User Management, and select
the “Organization” tab to view all organizations under the account.

2. Click on the button following the organization name to access the editing page. The user could
edit the organization name, the administrator of the organization, owned subsystems, and descriptions, as
the figure shows below:

Figure 206: Edit Organization

Delete Organization

1. On the menu on the right side of the page, select System management → User Management, and
select the “Organization” tab to view all organizations under the account.

2. Click on the Delete button following the organization name, the organization will be deleted
completely after confirmation, including the SIP accounts, templates, tasks, diagnostics histories,
and other data under the organization.

Note:

If there are devices in the organization, the organization cannot be deleted. Please transfer the devices to
other organizations before deleting the organization.

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Share Organization

The user can select to share the organizations with the associated companies. There are 2 methods of
sharing permissions: Co-management and Authorized Management.

1. On the “Organization” management interface, the user can select the organization that the user wants

to share with another company for management and click the button to access the “Share”
organization interface. Please see the screenshot below:

Figure 207: Share Organization

Table 44: Share Organization

Share Permission There are 2 methods of sharing permissions to another company: Co-
management and Authorized Management.

Co-management: After sharing the organization, the user can manage the
organization with the associated company together. The associated company can
manage all devices in the shared organization and view the related data.

Note:

⚫ If the user sets to “Co-management”, the associated company can manage

the organization, but the associated company cannot delete the shared
organization.

⚫ If the user has shared the organization with one associated company for
management, the user cannot share the organization again with any other
company.

Authorized Management: After sharing the organization to the associated

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 company, the user can fully authorize the management permissions to the
associated company for management, and the user does not have permission to
manage this organization anymore.

Note:

⚫ If the user sets to “Authorized Management”, the user cannot make any
operation to this organization, and the organization information will be
removed from the user’s “Organization” list. The data in the organization will
be transferred to the associated company for management.

⚫ After sharing the organization through the “Authorized Management” method,

the associated company can manage/edit/delete the organization.

⚫ After sharing the organization through the “Authorized Management” method,

the associated company can share the organization again with another
associated company.

Associate The user needs to select the associated company with which the user wants to
Company share the organization.

2. The user can select the “Share Permission”: “Co-management” or “Authorized Management”.

Figure 208: Share Permission

3. Select the associated company to which the user wants to share the organization.

4. After clicking the “Save” button, the selected organization will be shared with the selected associated
company.

5. After the operation steps above, the user can view the organizations which were shared from other
associated companies and shared with other associated companies on the “Organization” list. Please

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 see the screenshot below:

Figure 209: Organization List - Shared Organizations

: The label indicates the organization has been shared with another associated company for
management together.

: The label indicates the organization is shared with another associated company for management
together.

Note:

⚫ The organization can only be shared between the companies in the same region. If the selected
associated company does not enable the service in the current region, the user needs to inform the
associated company to enable the service in the current region so that the organization can be shared
with the associated company.

⚫ The user can access the User Management -> Associated Companies interface to add the associated
companies.

Cancel Sharing Organization

The user can cancel sharing the organization with the associated company.

1. On the “Organization” list, the user can select the organization with which the user wants to cancel

sharing with the associated company and click the button to cancel sharing with the organization.
Please see the screenshot below:

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 Figure 210: Cancel Sharing Organization

2. After canceling sharing the organization, the user will get the organization management permission
back, and the associated company cannot manage this organization anymore.

Note:

⚫ After canceling sharing an organization, the user can share the organization again with another
associated company.

⚫ The user can cancel sharing the organization only if the user sets the “Co-management” method when
sharing the organization. If the user sets the method to “Authorized Management”, the user does not
have any management permission after sharing the organization with the associated company.

Return Organization

After receiving the shared organization, the associated company can return the management permission
to the user.

1. On the “Organization” list, the user can view the received shared organizations and select the

organization to which the user wants to return it by clicking the button as the screenshot shows
below:

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 Figure 211: Return Organization

2. After returning the organization, the organization will be removed from the “Organization” list of the
associated company, and the associated company will lose the management permission the
organization.

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SYSTEM LOG

Users could view all operation logs of the system, including the login/logout logs of the user, adding new
devices, deleting devices, adding SIP accounts, deleting SIP accounts, firmware upgrading/downgrading
logs, updating configuration files for devices, devices factory reset logs, devices diagnostics logs, creating
model template logs, etc.

On the menu on the right side of the page, select System management → System Log, and users could
view all operation logs of the system. Users could also search the operation logs by level, operation contents,
operators, and time.

Note:

Users could only view the system logs for the last 30 days.

Figure 212: System Log

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VALUE-ADDED SERVICES

Users can click on the button in the top right corner to view the value-added services provided by the GDMS
platform. The following two value-added services are available in the GDMS platform:

UCM RemoteConnect Plan

 Supports only for UCM63xx. When the user adds the UCM63xx device to the GDMS platform, the user
can apply for a UCMRC advanced plan for a free trial.

 Complete NAT penetration mechanism. Users can use it directly without complicated configuration, so
that it can ensure the remote communication requirements through external networks (including Wave
application in mobile phones/desktop clients for registration/communication through external networks).

 UCM Remote Management: There are 3 levels according to the plans, including View device
information (e.g., Firmware version), SIP accounts synchronization, remote restarting UCM device,
upgrading UCM, and remote access to the UCM Web UI.

 GDMS Cloud Storage service is provided with bonus cloud storage space. This is used for backup
configuration files and user data for UCM.

 UCM data statistics report is provided and sent to the administrator through email.

 UCM Cloud IM Plan provides cloud IM communication services for UCM devices. After purchasing this
plan, Wave users can use the cloud IM system, and the chat data will be stored in the cloud system.

Note:

⚫ Users can view the details of different plans on the official website.

⚫ Users can only apply for the free trial of the UCMRC advanced plan once for each UCM device that is
associated with the GDMS platform. If the user purchases a UCMRC plan which is different from the
free trial plan, the current free trial will expire and the purchased UCMRC plan will take effect
immediately.

⚫ Please refer to UCM63xx User Guide on the official website for details about Using the remote call
function on UCM/Wave application, backup files to GDMS cloud storage space, restoring backup files,
and viewing the details of remote call records.

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UCM Cloud IM Service

UCM Cloud IM service is an add-on service of the UCM RemoteConnect plan, and it provides cloud IM
communication services for UCM devices. After purchasing a UCMRC plan that contains the Cloud IM
service, the Wave user can use the cloud IM system, and the chat data will be stored in the cloud system.

 Supports unified communication across multiple UCM devices in different regions.

 Provides cloud communication service with high performance, large storage, and multi-function.

 Starts to use UCM Cloud IM service, which is not limited by the performance and storage space of
UCM devices. Phone calls and messages are not affected by each other.

Note:

1. The user needs to purchase the UCM RemoteConnect plan which contains the Cloud IM service. After
purchasing the plan, the user needs to enable the service on the GDMS platform before using the service.

2. After enabling the UCM Cloud IM plan in the UCM device, all chat data will be stored in the cloud
system. The local chat history will not be viewable.

3. Each UCM Cloud IM plan can be bound to the multiple UCM devices in a certain enterprise so that the
users of the multiple UCM devices can send IM messages, create groups, send meeting notifications to
each other, etc.

4. When the UCM RemoteConnect plan which contains the Cloud IM service expires, the Wave user
cannot log in to the account. The chat data will also be deleted. Please renew the UCM Cloud IM plan in
time.

Enable Service

Prerequisite: The UCM plan contains the permission for this function.

1. The user can click the button to access the “My Plans” list, select a UCM
RemoteConnect plan which contains the Cloud IM service, and enable the Cloud IM service on the
GDMS platform.

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 Figure 213: My Plans

2. The user can click the button to access the “Edit Cloud IM” interface. Please see the screenshot
below:

Figure 214: Edit Cloud IM

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 Table 45: Edit Cloud IM

Enable Cloud IM After purchasing a UCMRC plan that contains the Cloud IM service, the user needs

to enable the Cloud IM service on the GDMS platform.

Note:
If the user wants to disable the Cloud IM service which is currently in use and will
no longer use it, the data in the Cloud IM server will be cleared after disabling it.
Region US Region / EU Region

Note:

⚫ It is recommended to select the nearest region to the UCM device.

⚫ If the user switches to another region, the data in the Cloud IM server will be
cleared.

Enterprise Name The user can customize the name of the enterprise which will use the Cloud IM
service.

Cloud IM Maximum The user can edit the maximum available storage space for the Cloud IM service.
Storage Space
Note:

⚫ The user needs to allocate some space from the cloud storage space for Cloud

IM service usage.

⚫ The configured storage space must be larger than the space currently used by
the Cloud IM service and smaller than the available cloud storage space.

Note:

⚫ On the UCM Devices list, the user can click to view the plan information of the selected device and

enable the Cloud IM service for the specific device.

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 Figure 215: UCM Device -> Enable Cloud IM Service

3. Click the “Save” button to get the UCM Cloud IM Service, and the user can view the Cloud IM
service domain name, service ID, and Key.

Figure 216: Cloud IM Credentials on Web Interface

4. The user can quickly bind the UCM device for the Cloud IM service so that the UCM device can
start to apply the Cloud IM service quickly.

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 Figure 217: Bind UCM Device

Note:

⚫ The user can also copy the service ID and service key and bind the UCM device to the UCM device
management platform. The user can go to the UCM Web UI → System Settings → Cloud IM interface
and enter the Cloud IM involved information in the blanks. The corresponding IM data are placed in
the Cloud IM external server.

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 Figure 218: Bind UCM Device on Web UI

⚫ The bound UCM device also needs the UCMRC plan which contains the Cloud IM service.

⚫ For the Cloud IM service in the UCMRC plan free trial, when the free trial expires, the user cannot use
the Cloud IM service on the GDMS platform, and if the user wants to use the UCM device data in the
Cloud IM service in the UCMRC plan free trial, the user needs to transfer the data to the newly
purchased Cloud IM service.

View UCM Cloud IM Plan Service ID and Key

In the “My Plans” interface, the user can view the details of the UCMRC plan corresponding to the Cloud

IM service, the user can click the icon to view the service domain name, service ID, and Key of this
plan.

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 Figure 219: View Service ID and Key

Note:

If the storage space of this plan is full, the user cannot send files and pictures.

Manage Bound UCM Device

1. In the My Plan interface, find the UCM Cloud IM Service, and click the icon .

Figure 220: Find UCM Cloud IM Plan

2. View the UCM devices which are bound to the UCM Cloud IM plan. It allows users to add/delete devices.
Please see the screenshot below:

Figure 221: View Bound UCM Devices

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Department Name Enter the name of the department using this UCM device so that the contact details
in the Wave application can be viewed.

UCM MAC Address Enter the MAC address of the UCM that uses the UCM Cloud IM plan. It only
supports the UCM devices which have been associated with the GDMS platform.

Note:

⚫ For the UCM devices which have not been associated with the GDMS platform,
the user can only log in to the UCM management platform to configure the
Cloud IM services.

⚫ The bound UCM device also needs the UCMRC plan which contains the Cloud
IM service.

Dial Prefix The dial prefix required to dial this UCM device must be the same as the trunk dial
prefix configured in the UCM. Please refer to the UCM Administration Guide for
more details.

For example, there are UCM A, UCM B, and UCM C. If the configured prefix of
UCM B and C to dial A is 99 (configured trunk), then when the user adds UCM A,
the user needs to configure the dial prefix to 99.

Note:

If the user adds/deletes/edits department names, the status will show as the icon until the UCM is

online and synchronized, and then the updates will be applied.

Edit Enterprise Name

1. In the My Plan interface, find the UCM Cloud IM Service, and click the icon .

Figure 222: Find UCM Cloud IM Plan

2. The user can modify the name of the enterprise, and the new name will be applied immediately.

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 Figure 223: Edit Company

Note:

Currently, the company name is only used to remark the UCM Cloud IM plan, and it will not be displayed
elsewhere.

Cloud IM Maximum Storage Space

1. In the “My Plans” interface, find the UCM Cloud IM Service, and click the icon .

Figure 224: Find UCM Cloud IM Plan

2. The user can modify the maximum storage space of the Cloud IM service. The configured Cloud IM
service usage storage space must be smaller than the currently available storage space and larger than
the currently used storage space.

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 Figure 225: Cloud IM Maximum Storage Space

Note:

⚫ The user needs to allocate some space from the cloud storage space for the Cloud IM service usage.

⚫ If there is no more available cloud storage space, the user can contact the device distributor to upgrade
the UCM RemoteConnect plan to a higher-level plan or purchase an add-on storage space plan to
obtain more cloud storage space.

Synchronize UCM Data in Cloud IM Service Free Trial

For the Cloud IM service in the UCMRC plan free trial, when the free trial expires, the user cannot use the
Cloud IM service on the GDMS platform, and if the user wants to use the UCM device data in the Cloud IM
service in the UCMRC plan free trial, the user needs to transfer the data to the newly purchased Cloud IM
service.

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 Figure 226: Cloud IM Service Free Trial

1. The user can click the button to access the “My Plans” interface, select the

previous Cloud IM service on the list of the plans, click the button and select the newly

purchased Cloud IM service so that the UCM device data in the previous Cloud IM service will be

transferred to the newly purchased Cloud IM service.

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 Figure 227: Sync UCM Data

2. The user needs to select the main plan which contains the Cloud IM service, click the button

to access the Cloud IM service editing interface, and the user can customize the enterprise name, and

allocate the maximum storage space for the Cloud IM service.

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 Figure 228: Sync UCM Data - Edit Cloud IM

3. After clicking the “Save” button, the UCM device data in the previous Cloud IM service will be transferred

to the newly purchased Cloud IM service of the UCMRC plan.

Note:

⚫ If the newly purchased Cloud IM service has been enabled and there are some existing data in
the service, after transferring the UCM data to the Cloud IM service, the data in the newly
purchased Cloud IM service will be cleared.

⚫ If the previous Cloud IM service has expired over 1 month, the synchronized UCM data will not
contain the chat history and files, and it will only synchronize the UCM device information.

Purchase Service

If the user wants to purchase a UCM RemoteConnect plan, the user needs to contact the device distributor
to learn more details about the plan and purchase the plan. The GDMS platform does not provide the
purchasing service online.

Note:

If the user cannot contact the device distributor, the user can access the “UCM Devices” list -> Plans or

click the “Order History” button to view the “My Plans” list and click the button
to access purchasing interface. Then, the user can click the “Help” button so that the GDMS platform will
inform the device distributor to contact the user as soon as possible.

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 Figure 229: Purchase Service

View My Plans

Click on the Order History to access the My Plans interface. This page displays all purchased plans by
the current enterprise.

Figure 230: View My Plans

View all plans on the Plans menu:

• Active

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 • Expired

• Expire Soon (Less than 15 days from expiration date)

• In trial (The plan is a free trial plan)

Note:

If the user can see an icon , it means the Add-on Plan will expire soon.

Figure 231: UCM Cloud Storage Add-on Plan Expiration

1. If the user can see the icon , it indicates that the plan will expire soon. Please renew or

upgrade the plan as soon as possible.

View Plan Details

On the My Plans interface, select a specific plan and click on the button to view all order history of

this device.

• Users could check the order ID, Plan, Transaction Type (upgrade/renew/purchase), Subscription
Time, and Expiration Time.

• The user can view all the additional plans under the current plan, as well as the record of orders of
the additional plans.

• The plan details contain the main plan and the add-on plan.

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 Figure 232: View Plan Details

Download Invoice

Users can download the invoices for all orders. If the purchasing behavior passes the verification, the user
could download the invoice.

1. View all plans on the My Plans menu.

2. Select a specific plan, and click the icon to view all order history of the plan.

Figure 233: Download Invoice

3. Click the button to download the invoice in PDF format.

Note:

• If the user purchases the plan from the distributor, please contact the distributor to get the invoice.

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Renew Plan

If the user wants to renew the current UCM Remote Connect plan, the user needs to contact the device
distributor to learn more details about the plan and renew the plan.

Note:

If the user cannot contact the device distributor, the user can access the “My Plans” interface, select the

UCM device which the user wants to renew the plan for, and click the button to access the
purchasing page.

After clicking the “Help” button, the GDMS platform will inform the device distributor to contact the user as
soon as possible.

Figure 234: Renew Plan

Upgrade Plan

If the user wants to upgrade the current UCM Remote Connect plan, the user needs to contact the device
distributor to learn more details about the plan and upgrade the plan.

Note:

If the user cannot contact the device distributor, the user can access the “My Plans” interface, select the

UCM device which the user wants to upgrade the plan for, and click the button to access the
purchasing page.

After clicking the “Help” button, the GDMS platform will inform the device distributor to contact the user as

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soon as possible.

Figure 235: Upgrade Plan

Plan Expiration Notice

If the plan in the account will be expired after 15 days or already expired, the user will receive a notification
through registered email.

An example of a plan expired email notification:

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 Figure 236: Plan Expiration Notice

Note:

• Once the plan expires, the files that exceed the maximum storage space will be deleted after 7
days. Please download the files as soon as possible or renew them in advance.

• Once the plan expires, if the user configures a custom access server address for the UCM device,
the custom access server address will be deleted after 7 days.

• If the previous Cloud IM service has expired over 1 month, the synchronized UCM data will not
contain the chat history and files, and it will only synchronize the UCM device information. If the
user renews the UCMRC plan which contains the Cloud IM service within 1 month, the chat history
and files will be preserved.

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MULTI-FACTOR AUTHENTICATION

GDMS Multi-Factor Authentication (MFA) is the simple and best security practice method that adds extra
protection to account username and password. When MFA is enabled, the user will be required to enter the
login username and password (the first security method) and an authentication code (the second security
method) from the MFA device when they log on to the GDMS platform. These multiple methods will improve
the security of the settings and resources of your GDMS account.

Users can purchase supported physical devices or virtual MFA devices to enable MFA for GDMS accounts.

• Virtual MFA Device

Virtual MFA Device is an application that runs and simulates physical devices on mobile phones or other
devices. The virtual MFA device will generate a six-digit code based on a one-time time-synchronized
cryptographic algorithm.

When logging into the GDMS platform, the user must type in a valid code from the specific device. Each
virtual MFA device assigned to the user must be unique. The user cannot type in the code with another
user's virtual MFA device code for authentication. Since the virtual MFA device may be executed on an
unsafe mobile device, it may not provide the same level of security as a physical MFA device.

• Physical MFA Device

A physical MFA Device is a device that can generate a six-digit code based on a one-time time-synchronized
cryptographic algorithm.

When logging into the GDMS platform, the user must type in a valid code from the specific device. Each
physical MFA device assigned to the user must be unique. The user cannot type in the code with another
user's physical MFA device code for authentication.

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MFA Device Standards

Table 46: MFA Device Standards

Virtual MFA Device Physical MFA Device

MFA Device Refer to table 2 Purchase physical MFA device

Cost Free Price by supplier

Physical Device Use your smartphone/tablet/PC The physical device supports open
Standard which can execute applications that TOTP standards. It is recommended to
support open TOTP standards to use the devices from the Microcosm
install a virtual MFA device manufacturer.

Function Support multiple tokens on a single The financial service institutions and IT
device enterprises use the same model of the
device.

Download Virtual MFA Application

Install the virtual MFA application for your smartphone/tablet/PC from your device’s app store. The following
table lists some applications that are suitable for multiple kinds of smartphones.

Table 47: Suitable Applications

Android Google Authenticator; Authy 2-Factor Authentication

iPhone Google Authenticator; Authy

Windows Phone Authenticator

Enable MFA Device

To enhance security, it is recommended that users can configure Multi-Factor Authentication (MFA) to help
protect GDMS resources. Users can enable MFA for GDMS accounts.

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Enable Virtual MFA Device

Prerequisite: Users need to install a virtual MFA application on the smartphone/tablet/PC before enabling
a virtual MFA device.

1. Log in to the GDMS platform with your account number, click on the name at the upper right corner,
and access the personal information page:

Figure 237: Access Personal Information Page

2. Click to enable the “Multi-Factor Safety Authentication” option and select to use “Virtual MFA Device”
on the pop-up window, then click the “Next” option to continue.

3. Then, it will generate and display the configuration information of the virtual MFA device, including QR
code graphics. This figure represents the configuration of the virtual MFA device as a secret key, users
can scan the QR code to finish setting the virtual MFA device. Users can also input the secret key
manually into the smartphone/tablet/PC to finish setting virtual MFA devices if your
smartphone/tablet/PC does not support scanning QR codes.

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 Figure 238: Scan QR Code

4. Open the virtual MFA application in your smartphone/tablet/PC, ensure that the application in your
smartphone/tablet/PC supports scanning QR codes, and then perform one of the following actions
below:

a. If the MFA application in the smartphone/tablet/PC supports scanning QR codes, the user can
use the application to scan QR codes to finish setting the virtual MFA device. For example, the
user can select the camera icon or scanning QR code option to use the device's camera to scan
the QR code.

b. If the smartphone/tablet/PC does not support scanning QR codes, the user can click on the
“Show secret key” option and input the private secret key manually in the MFA application.

Note: If a virtual MFA application supports multiple virtual MFA devices or accounts, the user can select
the appropriate options to create new virtual MFA devices or accounts.

5. When the operations above are completed, users can use the virtual MFA device to generate one-
time passwords.

In the MFA secret code box Code 1, the user enters the one-time password which is displayed in the
virtual MFA device currently. Then, wait for 30 seconds so that the virtual MFA device will generate a
new one-time password, the user enters the second one-time password in the MFA secret code box
Code 2.

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 Figure 239: Input MFA Secret Code

6. Click on the “Start Verification” option to start verifying the password. When the verification is passed,
the GDMS account and the virtual MFA device have been bound successfully. When the user tries to
log in to the GDMS platform, the user must input the MFA device code.

Notes:

• When the secret code is generated, the user needs to use the secret code to proceed verification
process immediately. If the user does not submit the secret code and waits for a too long time,
the one-time secret code (TOTP) may be expired. Then, the user may need to start the
verification process again from the beginning.

• The user can only bind the virtual MFA device to a single account.

Enable Physical MFA Device

Prerequisite: The user needs to purchase the physical MFA device before using this verification function.

1. Log in to the GDMS platform with your account number, click on the name at the upper right corner,
and access the personal information page.

2. Click to enable the “Multi-Factor Safety Authentication” option and select to use “Physical MFA
Device” on the pop-up window, then click the “Next” option to continue.

3. Enter the interface below to bind the physical MFA device with the GDMS account:

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 Figure 240: Hardware MFA Device Authentication

4. Input the secret key of the device. Please contact the manufacturer for the secret key.

Note:

The key format is required to be “DEFAULT HEX SEEDS” (seeds.txt), or “BASED32 SEEDS”.

Examples:

HEX SEED: B12345CCE6DA79B23456FE025E425D286A116826A63C84ACCFE21C8FE53FDB22

BASE32 SEED: WNKYUTRG3KE3FFTZ7UIO4QS5FBVBC2HJKY6IJLCP4QOH7ZJ12YUI====

5. In the MFA secret code box Code1, the user enters the six-digit one-time password which is displayed
on the physical MFA device currently. The user needs to press the button on the front of the physical
MFA device to display the secret code. Then, wait for 30 seconds and press the display button on the
front of the physical MFA device again, so that the MFA device will generate the second six-digit one-
time password. The user needs to enter the second one-time password in the MFA secret code box
Code 2.

Figure 241: Physical MFA Device

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6. Click on the “Start Verification” option to start verifying the password. When the verification is passed,
the GDMS account and the physical MFA device have been bound successfully. When the user tries to
log in to the GDMS platform, the user must input the MFA device code.

Notes:

• When the secret code is generated, the user needs to use the secret code to proceed verification
process immediately. If the user does not submit the secret code and waits for a too long time,
the one-time secret code (TOTP) may be expired. Then, the user may need to start the
verification process again from the beginning.

• The user can only bind the physical MFA device to a single account.

Remove MFA Device

If the user does not need to proceed with MFA verification, the user can remove the MFA device and restore
the normal login authentication method.

1. Log in to the GDMS platform with your account number, click on the name at the upper right corner,
and access the personal information page.

2. Click the “Remove” button to remove the MFA Authentication function for the current GDMS account.

Lost MFA Device/Invalid MFA Device

If your MFA device is lost or does not work properly, you can remove the MFA device first and then re-
enable the new MFA device.

Method 1: If your GDMS account is a sub-account, you can contact the main GDMS account to remove
your multi-factor authentication from the User management page. After removal, you can log in to the
GDMS platform with the password, and then re-enable the new MFA device.

Method 2: If your GDMS account is the main GDMS account and you cannot log in to the GDMS platform,
you can contact our Technical Support, provide your relevant information to our Technical Support, and they
will help you remove the multi-factor authentication (Our Technical Support will send the removal email to
the user and the user needs to input account password and check removal).

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API DEVELOPER

GDMS platform opens API interfaces for public users. Users can apply for API Developer to use the services.
Users can click to view the details about API interfaces.

API document access address: https://doc.grandstream.dev/GDMS-API/

1. Click on “API Developer” on the menu on the left side and click to apply for API Developer.

Figure 242: API Developer

2. Click on “Apply for API Developer”, the GDMS platform will assign the API Client ID and secret key to
the GDMS account, and the GDMS account can use the API Client ID and secret key to invoke the API
interfaces.

Figure 243: Apply for API Developer

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3. If the user wants to disable the API Developer feature, the user can click on “Disable API Developer” to
stop invoking the API interfaces.

Notes:

1. Call API Address:

The API Address is https://{gdms_domain}/oapi/xxx

• If your GDMS account is in the US region, the {gdms_domain} can be filled with www.gdms.cloud

• If your GDMS account is in the EU region, the {gdms_domain} can be filled with eu.gdms.cloud

2. When the API Developer is disabled, the previous API secret key will be invalid, the user cannot invoke
the GDMS interfaces. If the user tries to re-apply for the API Developer feature, the system will assign
another secret key to the GDMS account.

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ABOUT GDMS

Users can view GDMS system information, supported device models, and firmware requirements for device
models by clicking on System Management → About GDMS.

Figure 244: About GDMS

Note: The GDMS platform supports the following languages :

- English, Chinese, Spanish, Latin Spanish, French, Greek, and Arabic.

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EXPERIENCING GDMS.CLOUD SYSTEM

Please visit our product website at https://www.grandstream.com for the latest release, features instructions,
FAQs, latest documentation, and latest product information.

We encourage you to browse our product-related documentation, FAQs, and User and Developer Forum
for answers to your general questions. If you have purchased our products through a Grandstream Certified
Partner or Reseller, please contact them directly for immediate support.

Our technical support staff is trained and ready to answer all your questions. Contact a technical support
member or submit a trouble ticket online to receive in-depth support.

Thank you again for using the Grandstream GDMS system, it will be sure to bring convenience to both
your business and personal life.

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