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AltiGen comm MAXCS 80 CU1 Polycom RealPresence Group 500 Configuration Guide for MaxCS
AltiGen comm MAXCS 80 CU1 Polycom RealPresence Group 500 Configuration Guide for MaxCS
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MAX Communication Server Release 8.0 Polycom IP Phone Configuration Guide April 4, 2016
Polycom Configuration Guide Page 2 of 52 AltiGen Communications, Inc. 679 River Oaks Parkway San Jose, CA 95134 Telephone: 888-AltiGen (258-4436) Fax: 408-597-9020 E-mail: [email protected] W eb site: www.altigen.com All product and company names herein may be trademarks of their registered owners. Copyright © AltiGen Communications, Inc. 2016. All rights reserved.
Polycom Configuration Guide Page 3 of 52 Contents Introduction ................................................................................................................................................................... 5 Upgrading Phones from Earlier Releases of MAXCS .................................................................................................. 5 Prerequisites and Requirements ............................................................................................................................... 5 Supported Polycom IP Phones ................................................................................................................................... 6 Self-Signed Phones Are Not Recommended for MaxCS 8.0 .................................................................................. 6 Unsupported Features ............................................................................................................................................... 6 Initial Configuration ....................................................................................................................................................... 7 Step 1: Reset Phones to Factory Default Settings ..................................................................................................... 7 Log into the Phone’s Web Configuration Utility .................................................................................................... 7 Reset the Phone to Factory Settings ..................................................................................................................... 8 Step 2: Configure DHCP for Auto-Provisioning .......................................................................................................... 8 Step 3: Upgrade Firmware (SoundPoint and VVX1500 Phones) .............................................................................. 10 Step 4: Request the Certificate ................................................................................................................................ 12 Step 5: Check the Digitmap ..................................................................................................................................... 13 Step 6: Configure the Extension .............................................................................................................................. 14 Step 7: Enable the Phone’s Directory ...................................................................................................................... 15 Step 8: Confirm Codec Settings ............................................................................................................................... 16 Step 9: Manually Configure Each Phone (Optional) ............................................................................................... 17 Step 10: User Login Instructions .............................................................................................................................. 17 Troubleshooting ...................................................................................................................................................... 18 Basic Polycom Feature Configuration .......................................................................................................................... 18 Configure Time Display ............................................................................................................................................ 18 Configure TLS/SRTP Support .................................................................................................................................... 19 Digit Map Support ................................................................................................................................................... 19 User Password Consolidation .................................................................................................................................. 20 Default Local Administrator Password .................................................................................................................... 20 Mobile Fallback ........................................................................................................................................................ 22 Firmware Auto-Upgrade .......................................................................................................................................... 22 Two Upgrade Options: New Phones, Existing Phones ......................................................................................... 22 Enable Firmware Auto-Upgrade .......................................................................................................................... 23 Secondary Proxy Support ........................................................................................................................................ 24 Advanced Feature Configuration ................................................................................................................................. 25
Polycom Configuration Guide Page 4 of 52 Assign Advanced Features Licenses to Polycom Phones ......................................................................................... 26 DND Synchronization ............................................................................................................................................... 26 Do Not Disturb Feature Profile (#33) ................................................................................................................... 26 Busy Lamp Field (BLF) .............................................................................................................................................. 27 Line Park .................................................................................................................................................................. 28 Client Auto-Answer Changes (VVX Models) ............................................................................................................ 30 Polycom Paging Groups ........................................................................................................................................... 31 Configure Polycom Paging ................................................................................................................................... 31 Device Auto Answer ................................................................................................................................................ 33 Global Extension Relocation .................................................................................................................................... 33 Answer via Clients.................................................................................................................................................... 34 Client Transfer and Conference Enhancements ...................................................................................................... 35 Transfer Methods with Polycom Phones ............................................................................................................. 35 Additional Transfer Options ................................................................................................................................ 36 Conference Methods with Polycom Phones ....................................................................................................... 36 Directory Dialing (VVX) ............................................................................................................................................ 36 Adding Polycom Directory Profiles ...................................................................................................................... 37 Offering Directory Profiles for Polycom Users ..................................................................................................... 37 Using the Directory to Transfer Calls ................................................................................................................... 38 Using the Directory to Conference Calls .............................................................................................................. 39 Call Record Button (VVX) ......................................................................................................................................... 39 Expansion Module Support ..................................................................................................................................... 40 Line Park Blinking ................................................................................................................................................. 40 Crowded BLF/Line Park Display ........................................................................................................................... 40 Polycom-to-Polycom Video Support ........................................................................................................................ 41 Using an FTP Server to Update Firmware Files ............................................................................................................ 43 Set up the FTP Server............................................................................................................................................... 43 Update Firmware and the Default Configuration Files ............................................................................................ 45 Self-Signed Polycom Phones ........................................................................................................................................ 47 Customize the Digit Map ............................................................................................................................................. 48 Operational Notes ....................................................................................................................................................... 49 General .................................................................................................................................................................... 49 #17 ........................................................................................................................................................................... 50 BLF and Line Park ..................................................................................................................................................... 50 Transfers .................................................................................................................................................................. 51 Conference .............................................................................................................................................................. 51 MaxAgent ................................................................................................................................................................ 51 AltiGen Technical Support ........................................................................................................................................... 51
Polycom Configuration Guide Page 5 of 52 This document provides configuration details for Polycom IP phones and lists the limitations of using Polycom IP phones with AltiGen’s MAXCS 8.0 system. If you are looking for instructions on configuring Polycom phones for an earlier release of MAXCS, refer to the appropriate document in the AltiGen Knowledgebase. Separate documents are provided for end-users who will be using the Polycom phones with the MAXCS system. Those documents explain phone features such as Do Not Disturb, call transfers, initiating conference calls, and other common actions. You can find these user guides, as well as all current MAXCS documentation, at maxcs.com/support/current-manuals. This document does not cover every aspect of each Polycom phone; refer to your Polycom product documentation as needed. Introduction With the introduction of MAXCS Release 8.0, AltiGen continues to closely integrate Polycom IP phones into the MAXCS system. Be aware, however, that Polycom phones will not operate exactly the same way that AltiGen IP phones operate. You can configure BLF, Line Park, digit map, time display, time offset, SRTP, and so on. MAXCS Administrator will generate new configuration files for each extension. A reboot is required for the phones to read the updated configuration files. Upgrading Phones from Earlier Releases of MAXCS With Release 8.0, MAXCS no longer supports the configuration of having Softswitch and HMCP on separate servers. If you currently have such a configuration, contact your sales team before upgrading. If you do not merge the servers before you upgrade, your Polycom phones may not be able to register. Phones provisioned for Release 7.0 Update 1 or earlier – These phones must be reset the factory defaults and then re-provisioned for Release 8.0. If you do not do this, the Polycom phones will not work correctly. This procedure is covered on page 8. Phones provisioned for Release 7.5 or Release 7.5 Patch 1 – These phones should work correctly without any additional configuration. However, if you have existing VVX model phones that will be using the new features Directory Dialing or Record Button, you must perform one step, Step 4: Request the Certificate on page 12, and enter an FQDN (fully qualified domain name) instead of an IP address. Prerequisites and Requirements Before you proceed, make sure that your environment meets the following requirements: You must have an AltiGen third-party SIP Device license for each extension that is using a Polycom IP phone. Your network must not block or filter port HTTP (80), HTTPS (443), 5061, or 10060 traffic. These ports must stay open as long as there are Polycom phones on the system. Optional: To offer users a set of advanced features for their Polycom IP phones, those users must have a Polycom Advanced Feature license assigned to the appropriate extension (see page 18). Note: NAT traversal for a Polycom IP phone to a remote site behind NAT is supported.
Polycom Configuration Guide Page 6 of 52 Supported Polycom IP Phones MAXCS 8.0 supports the following Polycom phone models with the appropriate firmware: Series Models Firmware VVX – also see the next section for a discussion of self-signed phones 300, 310, 400, 410, 500, 600, 5.2.2.0501 1500 5.2.2.0501 For older version of the Polycom VVX1500 IP phone, you must take a few extra steps to upgrade the firmware. These steps include a bootblock upgrade. Follow the procedures in Technical Bulletin 695 to ensure that the VVX1500 phone upgrades correctly. If these extra steps are not performed, the phone will not work and may need to be returned to the manufacturer. http://support.polycom.com/PolycomService/support/us/support/eula/ucs/UCagree ment_5_2_2_combined.htm http://support.polycom.com/global/documents/support/technical/products/voice/up grading_vv1500_5_2_0_tb695.pdf SoundPoint IP 331, 450, 550, 560, 650, 670 4.0.4.2906 (BootROM 5.0.4.x, 5.0.5.x, or later) SoundStation IP 6000 4.0.4.2906 SoundStation IP 7000 4.0.8.x Self-Signed Phones Are Not Recommended for MaxCS 8.0 Some VVX model phones, including some older phones that were manufactured in 2009 or earlier, may be self- signed phones. Self-signed phones are phones that do not have a factory-installed certificate. Self-signed phones are not recommended for use with Release MaxCS 8.0. Page 47 describes how to identify these phones. Unsupported Features The following features are currently not supported on Polycom phones. Configuration of VLAN cannot be performed from MAXCS Administrator. Some feature codes are not supported for speed dial. The following feature codes are not supported: #12, #26, #27, #44, #45, #46, #81, and #82. The following features can only be configured from the phone: Speed dial, admin-defined numbers. When users park a call via the Line Park feature, they will not hear a confirmation announcement as they would on an AltiGen IP phone. The Distinctive Ring Tone feature is not supported.
Polycom Configuration Guide Page 7 of 52 Initial Configuration The steps in this section apply only to the following scenarios: You are installing MAXCS for the first time You are upgrading phones that were provisioned for MAXCS 7.0 Update 1 or earlier The steps in this section do not apply to Polycom phones that were provisioned for Release 7.5 or 7.5 Patch 1, except for Step 4: Request the Certificate. Before you begin, confirm that your system meets the prerequisites listed on page 5, and check that the required ports are open. Step 1: Reset Phones to Factory Default Settings If any of your phones have been previously provisioned for another system, or had been provisioned for MAXCS Release 7.0 Update 1 or earlier, you must reset those phones to the factory default settings to ensure that they will provision correctly for Release 8.0. New phones, as well as Polycom phones that have been previously provisioned for MAXCS 7.5 or 7.5 Patch 1, do not need to be reset to the factory defaults. Log into the Phone’s Web Configuration Utility To reset a phone to the factory settings, you must lot into the Polycom Web Configuration Utility. Important It is important that you use the Polycom web configuration utility only to configure the settings that are detailed within this document. AltiGen does not support any additional configurations from the web utility. If you or the user changes additional settings via this web utility, the phone will not be able to register with MAXCS and therefore the phone will not work. If this occurs, you will need to reset the phone to the factory defaults and then reconfigure it. Do this before contacting AltiGen Technical Support. 1. Plug in the phone and connect the cable. 2. Once the phone is in Idle mode, find the phone’s =P address by pressing the Menu key and navigating to Status > Network > TCP/IP Parameters. Jot this IP address down. (In this example, we use 10.40.0.89 as the IP address.) 3. Open a web browser and navigate to http://[phone IP address] to launch the Polycom Web Configuration Utility. In our example, this is http://10.40.0.89. 4. Enter the default password 456 (if you have changed the default password in MAXCS, use the new password instead.) The configuration utility will open.
Polycom Configuration Guide Page 8 of 52 Reset the Phone to Factory Settings 1. Within the configuration utility, select Utilities > Phone Backup & Restore > Global Settings. 2. Click Restore to restore the phone to its factory settings. Step 2: Configure DHCP for Auto-Provisioning This step is optional; if you have many phones, we recommend that you configure DHCP in order to streamline the provisioning process. If you have ten or fewer phones, it may be quicker to skip this step and complete the steps in section Step 9: Manually Configure Each Phone when you reach that section. Administrators can now configure an option in the DHCP (Dynamic Host Configuration Protocol) server. The DHCP service, in conjunction with the AltiGen Polycom phone configuration service, will deploy configurations to Polycom phones automatically. AltiGen uses DHCP to configure the Polycom phones’ “Provisioning Server Type” as “:TTP” and the “Provisioning Server Name” as the AltiGen Polycom phone configuration service IP or HostName. The following example illustrates how to use the DHCP service in Windows 2008 R2 server to configure the DHCP to pass the provisioning server within the IP address assignment. The example uses the Standard Provisioning Factory Default Settings and would utilize these with HTTP as the protocol and with 192.168.1.233 as the Server IP or Hostname of the AltiGen Polycom configuration service. 1. In the DHCP configuration tool, add a new option, Polycom Provisioning Server, and assign code 160 (or option 66). Figure 1: The Polycom configuration tool Utilities menu
Polycom Configuration Guide Page 9 of 52 2. In the DHCP menu tree, under IPv4, right-click Server Options and select Configure Options. Figure 3: The DHCP menu tree 3. On the General tab, check 160 Polycom Provisioning Server. Figure 2: In the DHCP configuration tool, add a new option
Polycom Configuration Guide Page 10 of 52 Figure 4: Select the new option Provisioning Server Note: If a Polycom phone is used in a non-supported environment, then the Administrator is responsible for setting up a local provisioning server. In this case, the Administrator should configure the provisioning server’s type and =P (:ostName) manually. Step 3: Upgrade Firmware (SoundPoint and VVX1500 Phones) This step is not required for VVX models (except for VVX 1500). When you install MAXCS 8.0, the installation program automatically downloads the correct firmware for the VVX phones. (One of the new features in MAXCS 8.0 is an option to configure VVX phones to upgrade their firmware automatically. This feature does not apply to SoundPoint phones or to the VVX1500 model. For those phones, you must upgrade the firmware manually.) If you are deploying any SoundPoint or VVX1500 phones, the next step is to make sure that they all have the correct firmware version. Refer to the table on page 6 to determine the correct firmware for each model If you are not deploying either of those phone models, skip ahead to Step 4: Request the Certificate on page 12. If you are interested in full details about updating firmware are BootROM, refer to this article: http://downloads.polycom.com/voice/voip/sip_sw_releases_matrix.html. Notes: For those phones that do not support the firmware auto-upgrade feature, use an isolated network to update the Polycom application and BootROM to the correct version before you put the Polycom phone into a test lab or production environment. We recommended that you NOT mix the FTP server for Polycom configuration and the FTP server for Polycom firmware upgrade in the same network. If you mix them, it may cause issues. On an isolated network that is for upgrading the Polycom IP phones only firmware and/or BootROM only, you can use DHCP OPTIONS 66, 160 or 120 in order to shorten the update time on the isolated network.