Polycom UC Software Administrators' Guide

629 Pages·2013·23.87 MB·English

ADMINISTRATORS’ GUIDE Polycom UC Software 4.1.0 | October 2012 | 1725-11530-410 Rev A
Polycom UC Software 4.1.0
Administrators’ Guide
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Polycom UC Software 4.1.0 Administrators’ Guide
Copyright ©2013, Polycom, Inc. All rights reserved.
Polycom, Inc.
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Contents
About This Guide ......................................................................................... 1
Who Should Read This Guide? ....................................................................................................... 1
How This Guide is Organized........................................................................................................... 1
What’s New in This Guide ................................................................................................................ 3
Conventions Used in This Guide ..................................................................................................... 3
Recommended Software Tools ........................................................................................................ 5
Reading the Feature Parameter Tables ......................................................................................... 5
Example One: Feature Parameter Tables .................................................................................. 6
Example Two: Configuring Grouped Parameters ..................................................................... 7
Getting Help and Support ............................................................................................................... 10
Part I: Getting Started ...................................................... 13
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Chapter 1: Welcome to the Polycom UC Software Family of Phones
...................................................................................................................... 15
The Polycom UC Software Family of Phones ............................................................................. 15
Key Features of Your Polycom Phones ........................................................................................ 18
What’s New in Polycom UC Software 4.1.0? ............................................................................... 20
®
Chapter 2: The Polycom UC Software Big Picture ............................. 23
Where Polycom Phones Fit in Your Network ............................................................................... 24
Understanding Polycom Phone Software Architecture .............................................................. 25
What is the Updater? ................................................................................................................... 26
What is the Polycom UC Software? .......................................................................................... 27
What are the Configuration Files? ............................................................................................. 28
What are the Resource Files? .................................................................................................... 29
Part II: Setting Up Your Environment............................ 31
Chapter 3: Setting Up Your Device Network ......................................... 33
Establishing Link Connectivity ........................................................................................................ 34
Wired Devices ............................................................................................................................... 34
Wireless Devices .......................................................................................................................... 34
Security and Quality of Service Settings ...................................................................................... 34
VLANs and Wired Devices ......................................................................................................... 34
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Polycom® UC Software Administrators’ Guide
802.1X Authentication ................................................................................................................. 35
IP Communication Settings ............................................................................................................ 36
PSTN Communication Settings ..................................................................................................... 38
Provisioning Server Discovery ....................................................................................................... 40
Supported Provisioning Protocols.............................................................................................. 41
Phone Network Menus .................................................................................................................... 42
Main Menu ..................................................................................................................................... 44
Provisioning Server Menu ........................................................................................................... 45
DHCP Menu .................................................................................................................................. 47
Network Interfaces Menu (Ethernet Menu) .............................................................................. 48
VLAN Menu ................................................................................................................................... 50
802.1X Menu ................................................................................................................................. 51
PAC File Information .................................................................................................................... 52
Wi-Fi Menu .................................................................................................................................... 52
WEP Menu .................................................................................................................................... 54
WPA (2) PSK Menu ..................................................................................................................... 54
WPA2-Enterprise Menu ............................................................................................................... 55
Radio Menu ................................................................................................................................... 55
5 GHz Menu .................................................................................................................................. 56
2.4 GHz Menu ............................................................................................................................... 56
USBNet Menu ............................................................................................................................... 57
CMA Menu .................................................................................................................................... 57
Login Credentials Menu .............................................................................................................. 58
TLS Menu ...................................................................................................................................... 58
TLS Profile Menu .......................................................................................................................... 59
Applications Menu ........................................................................................................................ 59
Syslog Menu ................................................................................................................................. 60
Chapter 4: Setting Up the Provisioning Server .................................... 63
Why Use a Provisioning Server? ................................................................................................... 64
Provisioning Server Security Notes ............................................................................................... 64
Setting up an FTP Server as Your Provisioning Server ............................................................. 65
Downloading Polycom UC Software Files to the Provisioning Server ..................................... 66
Deploying and Updating Polycom Phones with a Provisioning Server .................................... 67
Deploying Polycom Phones with a Provisioning Server......................................................... 68
Upgrading Polycom UC Software .............................................................................................. 70
Upgrading Current Phones to UC Software 4.1.0 ................................................................... 71
Supporting Legacy Phones ............................................................................................................ 72
Provisioning VVX 1500 Phones Using a Polycom CMA System .............................................. 76
Provisioning Using Polycom CMA ............................................................................................. 77
Disabling the Polycom CMA System ......................................................................................... 78
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Upgrading Polycom UC Software Using Polycom CMA ........................................................ 78
Monitoring by Polycom CMA ...................................................................................................... 79
Provisioning SpectraLink 8400 Series Wireless Handsets ........................................................ 79
Chapter 5: Configuration Methods ......................................................... 81
Using the Centralized Provisioning Method - Configuration Files ............................................ 83
Understanding the Master Configuration File .......................................................................... 85
Understanding Variable Substitution ......................................................................................... 88
Example One ............................................................................................................................ 89
Example Two ............................................................................................................................ 89
Using the Template Configuration Files.................................................................................... 90
Changing Configuration Parameter Values.............................................................................. 92
Customizing Parameters for a Phone Model ....................................................................... 93
Provisioning with the Web Configuration Utility ........................................................................... 94
Accessing the Web Configuration Utility ................................................................................... 95
Choosing Language Files for the Web Configuration Utility Interface ................................. 97
Phone User Interface – Menu System Settings .......................................................................... 99
Part III: Configuring the Phone Features .................... 101
Chapter 6: Setting Up Basic Phone Features ..................................... 103
Basic Phone Features at a Glance .............................................................................................. 103
Configuring the Call Logs .............................................................................................................. 105
Example Call Log Configuration .............................................................................................. 106
Understanding the Call Timer....................................................................................................... 107
Configuring Call Waiting Alerts .................................................................................................... 108
Example Call Waiting Configuration ........................................................................................ 108
Called Party Identification ............................................................................................................. 109
Configuring Calling Party Identification ....................................................................................... 109
Example Calling Party Configuration ...................................................................................... 110
Configuring PSTN Calling Party Identification ........................................................................... 111
Enabling Missed Call Notification ................................................................................................ 111
Example Missed Call Notification Configuration .................................................................... 112
Connected Party Identification ..................................................................................................... 112
Distinctive Incoming Call Treatment ............................................................................................ 113
Example Call Treatment Configuration ................................................................................... 113
Applying Distinctive Ringing ......................................................................................................... 114
Example Distinctive Ringing Configuration ............................................................................ 116
Applying Distinctive Call Waiting ................................................................................................. 116
Example Distinctive Call Waiting Configuration .................................................................... 117
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Polycom® UC Software Administrators’ Guide
Configuring Do Not Disturb ........................................................................................................... 117
Example Do Not Disturb Configuration ................................................................................... 119
Configuring the Handset, Headset, and Speakerphone .......................................................... 120
Example Handset, Headset, and Speakerphone Configuration ......................................... 121
Using the Local Contact Directory ............................................................................................... 121
Example Configuration .............................................................................................................. 122
Using the Local Digit Map ............................................................................................................. 124
Understanding Digit Map Rules ............................................................................................... 125
Microphone Mute ............................................................................................................................ 127
Using the Speed Dial Feature ...................................................................................................... 127
Example Speed Dial Configuration.......................................................................................... 128
Setting the Time and Date Display .............................................................................................. 130
Example Configuration .............................................................................................................. 130
Adding an Idle Display Image....................................................................................................... 132
Example Idle Display Image Configuration ............................................................................ 133
Ethernet Switch .............................................................................................................................. 135
Setting a Graphic Display Background ....................................................................................... 135
Example Graphic Display Background Configuration........................................................... 136
Enabling Multikey Answer ............................................................................................................. 138
Example Multikey Answer Configuration ................................................................................ 139
Enabling Automatic Off-Hook Call Placement ........................................................................... 139
Example Automatic Off-Hook Placement Configuration ...................................................... 140
Enabling Call Hold .......................................................................................................................... 140
Example Call Hold Configuration ............................................................................................. 141
Using Call Transfer ........................................................................................................................ 142
Example Call Transfer Configuration ...................................................................................... 143
Creating Local and Centralized Conferences ............................................................................ 144
Enabling Conference Management ............................................................................................. 144
Example Conference Management Configuration ................................................................ 145
Configuring Call Forwarding ......................................................................................................... 146
Example Call Forwarding Configuration ................................................................................. 147
Configuring Directed Call Pick-Up ............................................................................................... 148
Example Directed Call Pickup Configuration ......................................................................... 149
Enabling Group Call Pickup .......................................................................................................... 150
Example Group Call Pickup Configuration ............................................................................. 151
Configuring Call Park and Retrieve ............................................................................................. 152
Example Call Park and Retrieve Configuration ..................................................................... 153
Enabling Last Call Return ............................................................................................................. 154
Example Configuration for Last Call Return ........................................................................... 154
Chapter 7: Setting Up Advanced Phone Features ............................. 157
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Configuring the Phone’s Keypad Interface ................................................................................. 161
Assigning Multiple Line Keys Per Registration .......................................................................... 163
Example Configuration .............................................................................................................. 164
Enabling Multiple Call Appearances ........................................................................................... 164
Example Multiple Call Appearances Configuration ............................................................... 165
Customizing and Downloading Fonts ......................................................................................... 167
Setting the Phone Language ........................................................................................................ 168
Example Phone Language Configuration ............................................................................... 169
Enabling Instant Messaging ......................................................................................................... 171
Example Instant Messaging Configuration ............................................................................. 172
Synthesized Call Progress Tones ............................................................................................... 173
Using the Microbrowser and Web Browser ................................................................................ 173
Example Microbrowser and Web Browser Configuration .................................................... 175
Configuring Real-Time Transport Protocol Ports ...................................................................... 177
Example Real-Time Transport Protocol Configuration ......................................................... 178
Configuring Network Address Translation .................................................................................. 179
Example Network Address Translation Configuration .......................................................... 179
Using the Corporate Directory ...................................................................................................... 180
Example Corporate Directory Configuration .......................................................................... 181
CMA Directory ................................................................................................................................ 184
Recording and Playing Audio Calls ............................................................................................. 185
Example Call Recording Configuration ................................................................................... 186
Configuring the Digital Picture Frame ......................................................................................... 188
Example Digital Picture Frame Configuration ........................................................................ 189
Configuring Enhanced Feature Keys .......................................................................................... 190
Some Guidelines for Configuring Enhanced Feature Keys ................................................. 191
Enhanced Feature Key Examples ........................................................................................... 192
Understanding Macro Definitions ............................................................................................. 194
Macro Action ............................................................................................................................... 194
Prompt Macro Substitution ....................................................................................................... 195
Expanded Macros ...................................................................................................................... 196
Special Characters ..................................................................................................................... 196
Example Macro ........................................................................................................................... 196
Configuring Soft Keys .................................................................................................................... 198
Example Soft Key Configurations ............................................................................................ 200
Enabling the Power Saving Feature ............................................................................................ 202
Example Power-Saving Configuration .................................................................................... 203
Configuring Push-to-Talk and Group Paging ............................................................................. 204
Push-to-Talk ................................................................................................................................ 204
Group Paging .............................................................................................................................. 205
Example PTT/Paging Configuration ........................................................................................ 207
PTT Mode Channels .............................................................................................................. 208
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Polycom® UC Software Administrators’ Guide
Paging Mode Groups ............................................................................................................. 209
Flexible Line Key Assignment ...................................................................................................... 209
Example Flexible Line Key Assignment Configuration ......................................................... 210
Configuring Shared Call Appearances ....................................................................................... 211
Example Configuration .............................................................................................................. 213
Phone A ................................................................................................................................... 214
Phone B ................................................................................................................................... 215
Enabling Bridged Line Appearance ............................................................................................. 215
Example Bridged Line Appearance Configuration ................................................................ 216
Using Busy Lamp Field ................................................................................................................. 217
Example BLF Configuration ...................................................................................................... 219
Enabling Voicemail Integration..................................................................................................... 222
Example Voicemail Configuration ............................................................................................ 223
Enabling Multiple Registrations .................................................................................................... 224
Example Multiple Registration Configuration ......................................................................... 225
Using Hoteling ................................................................................................................................ 228
Example Hoteling Configuration .............................................................................................. 228
Configuring SIP-B Automatic Call Distribution ........................................................................... 229
Example SIP-B Automatic Call Distribution Configuration ................................................... 230
Configuring Feature-Synchronized Automatic Call Distribution (ACD) .................................. 232
Example Feature Synchronized ACD Configuration ............................................................ 235
Setting Up Server Redundancy ................................................................................................... 238
DNS SIP Server Name Resolution .............................................................................................. 240
Behavior When the Primary Server Connection Fails .......................................................... 240
Phone Configuration .............................................................................................................. 241
Phone Operation for Registration ........................................................................................ 241
Recommended Practices for Fallback Deployments ............................................................ 242
Using the Presence Feature ......................................................................................................... 242
Example Presence Configuration ............................................................................................ 243
Using CMA Presence .................................................................................................................... 245
Enabling Access URL in SIP Messages ..................................................................................... 246
Example Access URL in SIP Messages Configuration ........................................................ 248
Configuring the Static DNS Cache .............................................................................................. 249
Example Static DNS Cache Configuration ............................................................................. 250
Displaying SIP Header Warnings ................................................................................................ 253
Example Display of Warnings from SIP Headers Configuration ......................................... 253
Quick Setup of Polycom Phones ................................................................................................. 254
Example Quick Setup Configuration ....................................................................................... 255
Provisional Polling of Polycom Phones ...................................................................................... 256
Example Provisional Polling Configuration ............................................................................ 257
Setting Up Microsoft Office Communications Server 2007 R2 Integration ........................... 258
Example OCS 2007 R2 Integration Configuration (Single Registration) ........................... 258
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Setting Up Microsoft Lync Server 2010 Integration .................................................................. 263
Registering with Microsoft Lync Server 2010 ........................................................................ 264
Ensuring Security ....................................................................................................................... 265
Configuration File ................................................................................................................... 265
Web Configuration Utility ....................................................................................................... 266
Phone User Interface ............................................................................................................. 267
Example Configuration: Setting the Base Profile to Lync .................................................... 267
Enabling Polycom Desktop Connector Integration ................................................................... 269
Example PDC Configuration ..................................................................................................... 271
Enabling Microsoft Exchange Calendar Integration.................................................................. 272
Example Exchange Calendar Configuration .......................................................................... 273
Configuring the Polycom Quick Barcode Connector Application ............................................ 275
Example QBC Configuration .................................................................................................... 275
Configuring the Open Application Interface ............................................................................... 277
Example OAI Configuration ...................................................................................................... 277
Enabling Location Services .......................................................................................................... 278
Example Location Service Integration Configuration ............................................................ 278
Chapter 8: Setting Up Phone Audio Features ..................................... 279
Customizing Audio Sound Effects ............................................................................................... 280
Example Configuration .............................................................................................................. 281
Context Sensitive Volume Control ............................................................................................... 282
Voice Activity Detection ................................................................................................................. 283
Generating Dual Tone Multi-Frequency (DTMF) Tones .......................................................... 283
DTMF Event RTP Payload ........................................................................................................... 284
Acoustic Echo Cancellation .......................................................................................................... 284
Audio Codecs.................................................................................................................................. 285
IP Type-of-Service ......................................................................................................................... 288
IEEE 802.1p/Q ................................................................................................................................ 289
Voice Quality Monitoring ............................................................................................................... 289
Audible Ringer Location ................................................................................................................ 291
Notification Profiles ........................................................................................................................ 291
Bluetooth Headset Support .......................................................................................................... 292
Built-In Audio Processing Features ............................................................................................. 292
Automatic Gain Control ............................................................................................................. 292
Background Noise Suppression ............................................................................................... 293
Comfort Noise Fill ....................................................................................................................... 293
Dynamic Noise Reduction ......................................................................................................... 293
Jitter Buffer and Packet Error Concealment .......................................................................... 293
Low-Delay Audio Packet Transmission .................................................................................. 293
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