Upgrading DM License to AI Summary
You can upgrade an existing Live Platform Device Manager service license from Essential to Essential + AI Summary to support the AI Summary feature. This process requires the customer to approve the Terms and Conditions in order to activate the AI Summary feature for the Trial period. A secure link to this agreement is sent to the customer tenant admin email account.
|
1.
|
From the Device Manager drop-down, choose Edit Service. |
|
2.
|
From the License Type drop-down, choose Essential + AI Summary. |
|
3.
|
Configure the number of Meeting Room devices to use this feature and configure the number of Personal devices as required, and then click Update Service. |
|
4.
|
Send the Onboarding email to the customer: Click the Send AI Summary Onboarding Email button (or the copy icon to obtain a shareable link). This email contains a unique link to the service's Terms & Conditions. |
|
5.
|
Enter the email address of the customer tenant admin email account and then click Send. |
The following Welcome Email is sent to the customer.

| 6. | Click Terms and Conditions. The agreement for the Trial version is displayed. Read the content and the click Submit. |
The customer must open the email and accept the Terms & Conditions via the email link. You cannot assign the AI Summary Plan until this agreement has been accepted.



| 7. | Close the above confirmation dialogs. |
| 8. | Once the Terms and Conditions are approved, in the Service Details page, click Update Service and then refresh the page. |

| 9. | Configure the following: |
| ● | The AI Summary Plan parameter for configuring the number of Meeting Room devices to support the feature. |
| ● | The License Expires and Trial Expiry Date for setting the expiration date for the trial period. |
| 10. | License and Trial Period: |
| ● | For the Free Trial: Leave the License Expires checkbox checked. |
| ● | Action Required After Trial: Please be aware that the free trial is automatically stopped after six months. To convert to a paid license and ensure that the service continues uninterrupted, you must return to this screen and uncheck the ‘License Expires’ checkbox. |
| 11. | Click Update Service and refresh the page. |
You can use the following table as a reference to the configuration.
| |
---|
Max Devices Meeting | Enter the maximum number of managed Meeting Room devices. |
Max Devices Personal | Enter the maximum number of managed personal devices. |
Service Name | The short name of the new service. The following validation rules for the service name: | ■ | The string should be 3-15 characters long |
| ■ | The following characters cannot be used: \ / : * ? " < > |audit |
| ■ | The name can contain letters (lower/UPPER case), Numbers and special characters are allowed, however cannot contain the dot (.) or blank spaces. |
|
Service Full Name | Enter the full name for the service. |
Service Source | Default: Device Manager |
Azure Tenant ID | The Azure Tenant ID configurable for the service. |
| 12. | Enroll Customer’s AudioCodes MTR devices by clicking Add Devices to the Redirect Service (you can also access this page from Adding Devices to Service). |

| 13. | Click Add to add the MAC addresses of the required MTR devices that are configured to support this feature (see 'AI Summarization on MTR Quick Guide'). Obtain the list of MAC addresses of the devices to add from the customer. |
Ensure that the MTLS Mutual Authentication between the phones and Live Platform is enabled , indicated by a blue icon
. A gray icon
indicates that this setting is disabled. Its highly recommended to use MTLS Mutual Authentication between the phones and Live Platform.
| 14. | Enter the list of MAC addresses for the new Device Manager service (use ';' | ',' | ' '| to separate entries). |
| 15. | Click Add. You can also load MAC addresses from a CSV or text file. |
| 16. | Click Load mac addresses from file. |

| 17. | Browse to the file that you wish upload (configure .CSV or text file in the following format): |
Copy00171905c3c0
00171905c3c1
00171905c3c2
00171905c3c3
00171905c3c4
00171905c3c5
00171905c3c6
00171905c3c7
00171905c3c8
00171905c3c9
| 18. | Click the Upload button to upload the file. |
.

| 19. | While you are awaiting access, you can optionally download the list of phones that you have added to a CSV file (see Export List of Phones). |

| 20. | View the results of the MAC validation process that are described in the table below. |
| |
---|
3-Success | A connection has been successfully established between the device and the AudioCodes Redirect Server. The device is redirected to the Live Platform server and the upgrade of the device firmware commences. 


|
0-Invalid | The devices' MAC address is not recognized by the Redirect Server. 
|
0-Duplicated Same | A connection already exists between the device and the Redirect Server from the same instance of Live Platform server. 
|
0- Duplicated Other | A connection already exists between the device and the Redirect Server from another instance of Live Platform server. 
|
| 22. | Reboot the devices to activate the connection. |
The Redirect Server attempts to establish connection with the devices; an 'Await access 0' status is displayed. Once the devices have been successfully provisioned with firmware and configuration file, the Redirect Status is 'Success' and the Requests value is 1. See example figures below.


| 23. | Open the Device Status page and verify that Firmware files are downloading to the device. You may need to refresh the page to view the newly added device. |

Once the device is successfully connected, the green tick is displayed.

| 24. | The AI Summary icon is displayed 'Gray' until the feature is activated on both the Device Manager and on the device itself. |
| b. | Activate the AI Summary feature the MTR device, refer to 'AI Summarization on MTR Quick Guide'. |
When the AI Summary feature is active, the AI Summary icon is displayed 'Green'.
