AltiGen comm MAXCS 80 CU1 Polycom RealPresence Group 500 Configuration Guide for MaxCS

							 
Polycom Configuration Guide   Page 11 of 52 
 Along with the firmware version, the BootROM version is important. Even if a phone has the correct 
firmware, if the BootROM version is outdated, then the phone may not work correctly. 
To update the BootROM for SoundPoint phones, you can update the firmware version to 4.0.8.x, and then 
downgrade the firmware to version 4.0.4.2906. During the upgrade process, the BootROM will be 
updated. 
 For instructions on updating firmware via an FTP Server, see page 40. 
Important Steps for VVX1500 IP Phones 
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 may need to be returned to 
the manufacturer. 
http://support.polycom.com/PolycomService/support/us/support/eula/ucs/UCagreement_5_2_2_combined.htm 
http://support.polycom.com/global/documents/support/technical/products/voice/upgrading_vv1500_5_2_0_tb6
95.pdf 
Upgrade a Phone’s Firmware 
To upgrade a Polycom phone’s firmware, you will use the Polycom web configuration utility. 
Note:  The screen shots in this section may look different from your web utility interface. In addition, some fields 
or options may be found on a different menu that noted here. This is because the web configuration tool 
varies slightly from one Polycom model to another. 
To check a phone’s firmware version and upgrade the firmware if necessary, follow these steps: 
1. Follow the steps on page 7 to log into the phone’s Web Configuration utility. 
2. Within the configuration utility, select Utilities > Software Upgrade and check the version number (refer 
to the table on page 6).  
 
 
Note: For SoundPoint phones, the BootROM must be version 5.x.x in order to perform the software upgrade 
directly from the web configuration tool. =f the SoundPoint’s firmware is too old (earlier than 
4.x.x), update it to version 4.0.4.2906. Refer to Polycom’s firmware matrix and update the firmware to the 
version we specified. Refer to this page:   
http://downloads.polycom.com/voice/voip/sip_sw_releases_matrix.html 
Figure 5: The Polycom configuration tool, Utilities menu   
						

							 
Polycom Configuration Guide   Page 12 of 52 
3. If the phone does not have the correct firmware version, check whether the Clear Upgrade Server button 
is enabled. If it is enabled, click it.   Then click Check for Updates and choose the correct firmware from 
the list.  
 
 
The phone will reboot at the end of the upgrade process. 
Step 4: Request the Certificate 
This section describes how to request the certificate.  You only need to do this once per MAXCS server.  
1. Log into MaxAdministrator and select System > Request Certificate.  
 
Figure 7: Choose System > Request Certificate 
2. Enter the public IP address of this MAXCS server. Polycom phones will use this address to connect to 
MAXCS.   
Considerations: 
 If there is no public IP address, then enter the private IP address.  
 If the MAXCS server is behind NAT, make sure that Enterprise Manager is configured correctly. 
Refer to the topic Configuring MAXCS Behind NAT in the Enterprise Manger Help system (or refer 
to the Enterprise VoIP Network Management chapter in the MAXCS Administration Manual) for 
details. 
 If the MAXCS server is behind NAT or if the MAXCS server has both public and private IP 
addresses, and you have both local and public Polycom phones, then you must enter an FQDN 
instead of an IP address here. Otherwise, the new 8.0 features “Record button” (page 39) and 
"Directory Dialing” (page 35), which utilize the Polycom phones micro browser, will not work 
correctly.  
Figure 6: The Polycom configuration tool Software Upgrade panel   
						

							 
Polycom Configuration Guide   Page 13 of 52 
When you enter the FQDN, do not include the http:// or https:// prefix. If you enter either of 
these prefixes, the mapping will not work.  
 
Make sure that from outside of the network, the FQDN maps to the MAXCS server public IP 
address, and from an internal network site, it maps to the private IP address.  
For MAXCS FQDN mapping, you may need to work with your service provider to set up the public 
DNS mapping. For internal FQDN mapping, you may need to work with your IT department to set 
up the mapping if you do not have the privileges to perform those steps. 
  Note that this setting will not take effect until you stop and restart all MaxCS services. 
3. Click Submit.  
4. The system requests that a certificate be assigned from AltiGen. A confirmation message will instruct you 
to use AltiGen’s Start and Stop all AltiGen Services utility to apply the certificate. Click OK. 
5. In Windows, click Start > MAX Communication Server ACM > Utilities > Start & Stop All AltiGen Services. 
Stop all services, and then restart them. 
 
Figure 8: The Start menu showing MAXCS utilities 
Step 5: Check the Digitmap 
Next, check the Polycom Digitmap. This Digitmap will automatically be downloaded to Polycom phones when they 
phones are restarted. 
1. Select System > System Configuration > Number Plan.  In the lower section of the page is the Polycom 
Digitmap. Make sure that it is consistent with your system dial plan.  
2. Click Generate Polycom Digitmap to generate the map.   
						

							 
Polycom Configuration Guide   Page 14 of 52 
In rare case, you may need to customize the digit map. Refer to the section Customize the Digit Map on 
page 48 for details.  
 
 
Step 6: Configure the Extension 
In MAXCS Administrator, add new extensions as needed, if you have not already configured extensions.  For full 
instructions on creating new extensions, you can refer to the MaxCS Administration Manual. 
1. Select PBX > Extension Configuration.  For each extension, set the following parameters in the IP 
Extension section: 
 Check Enable IP Extension. 
 Check Enable Polycom or 3rd Party SIP Device. 
 For the password field, enter the password (we use 5656 in this example).  
Note:  Beginning with MAXCS Release 7.5 Patch 1, users with Polycom phones must enter the voicemail 
password instead of the SIP Registration password to log in.  
 
Figure 10: The IP Extension options 
2. Select PBX > AltiGen IP Phone Configuration. Select an extension (in our example, this is 266) in the left 
panel. 
Figure 9: Example of Polycom Phone Digit Map   
						

							 
Polycom Configuration Guide   Page 15 of 52 
  
Figure 11: The IP Phone Configuration panel 
3. On the General tab, check Enable SIP Telephony Service in the 3rd Party SIP Device section. If the 
extension will have a Polycom Advanced Feature license, you can check that option as well. Click OK. 
 
Figure 12: The 3rd Party SIP Device options 
Repeat this step for each new extension. 
Step 7: Enable the Phone’s Directory 
This step is optional.  
If you want your users to have a directory on their phones where they can store commonly-called contacts, you 
can edit the configuration file. (This directory is different from the corporate directory that you can enable for VVX 
phones; that configuration is covered later in this guide.) 
 To enable this directory for all users, modify the following file:  
C:\AltiServ\PolycomCfg\altigen10060_user.cfg.  
 To enable this directory for only a single user, modify that users’s extension file: C:\AltiServ\PolycomCfg\ 
Extension_xxx_user.cfg (where xxx is the user’s extension). 
(If you modify the global file, then it is not necessary to modify any of the Extension_xxx_user.cfg files.) 
If the same setting exists in the Extension_xxx_user.cfg file, it will override the AltiGen_10060_user.cfg. 
1. Open Notepad. 
2. Open the configuration file that you want to update (either altigen10060_user.cfg or 
Extension_xxx_user.cfg). 
3. Before the  line, add the following lines: 
                    
						

							 
Polycom Configuration Guide   Page 16 of 52 
4. If you want the user to see the Directory softkey when the user picks up the handset, change the second 
line to softkey.feature.directories=”1” 
5. Save the file.  
Step 8: Confirm Codec Settings 
This section describes the codec settings for Polycom phones. 
Environments with both Polycom and AltiGen IP Phones 
If your environment includes both Polycom IP phones and AltiGen IP phones, be aware that while Polycom phones 
support the G.722 codec, AltiGen IP phone models IP-705, IP-710, and IP-720 models do not support that codec. 
(AltiGen’s =P-805 model does support G.722.) 
Remote sites that are running both Polycom and AltiGen IP phones can coexist even with only one public IP 
address, as long as you configure one codec profile with the following settings: 
 DTMF must be set to RFC 2833. 
 You must configure a list of codecs that include at least one of the following: G.711, G.723 or G.729. You 
cannot configure G.722 as the only codec. You can include G.722 in the list, as long as you also have at 
least one of those other codecs in the list. 
Enterprise Manager Configuration  
Follow these steps to confirm various codec settings in Enterprise Manager. 
1. Log into MAXCS Administrator. In Enterprise Manager, click the Codec button on the toolbar. 
2. Confirm that the codec profile for the Polycom IP phones has DTMF Delivery set to RFC 2833.  
3. Confirm that SIP Early Media is set to Disabled. 
4. Confirm that SIP Transport is set to UDP. 
When a Polycom phone is used and the voice stream goes direct, SIP Tie-Trunks need to use RFC2833 instead 
of SIP INFO. Note that the Release-Link-Tie over SIP Tie-Trunk feature is not supported with DTMF Delivery set 
to RFC 2833. 
 
Figure 13: The Enterprise Manager Codec panel 
5. Click Servers on the toolbar; on the IP Codec tab, confirm that the IP Device range and the codec profile 
are configured properly. 
Note:  Remember, if your environment includes any AltiGen IP-705, IP-710, or IP-720 phones, the codec list 
must include G.711, G.723, or G.729 because those phones do not support G.722.   
						

							 
Polycom Configuration Guide   Page 17 of 52 
 
 
Step 9:  Manually Configure Each Phone (Optional) 
If you have DHCP option 160 configured correctly (as described in Step 2: Configure DHCP for Auto-Provisioning on 
page 8), skip this step and proceed to Step 10: User Login Instructions. 
 [The firmware should be already correct at this point] 
If you did not configure DHCP option 160 earlier, you will need to log into the Polycom Web Configuration Utility to 
configure each phone directly: 
1. Plug the phone into the network. 
2. Open the Polycom Web Configuration Utility (Refer to page 7). Log in as an administrator.  
3. Under Settings > Provision Server, set the following parameters: 
 Server Type: Change to HTTP 
 Server Address:  Enter the MAXCS Server’s IP address 
 Server user: Enter the phone’s extension number. 
 Server password: Enter the extension user’s voicemail password. 
4. Press Save. The phone should restart within 1 minute.  
5. Skip the section, Step 10: User Login Instructions on page 17; there is no need for each user to press #17 
to register the phone. 
Note: If you did not enter the server user and server password in step 3 above, the phone will still restart but 
you must provide users with the registration instructions in the next section. 
Step 10: User Login Instructions 
At this point, you have finished the basic configuration of the phones. There are additional features that can be 
configured for your users; for example, you can configure BLF and Line park options at this point.  Instructions are 
described in the remainder of this guide. 
When you have finished configuring any remaining features, let your users know how to log into their phones. If 
they see “Press #17” or “Press #17 to Register” when they plug in the phone, provide them with these steps: 
1. Press the Speaker button or pick up the handset. You should hear a dial tone. 
2. Press #17. When prompted, enter your user name and your voicemail password. 
3. Follow any remaining prompts.  
Figure 14: The Enterprise Manager Servers > IP Codec tab   
						

							 
Polycom Configuration Guide   Page 18 of 52 
The phone should reboot and register with MAXCS within a few minutes. For some Polycom phone models, it 
may take up to four minutes to finish the various provisioning steps.  During this time, the phone is down-
loading system information, such as the MAXCS server IP address, and is retrieving the Polycom certificate. It 
is also downloading the MAXCS system number plan and any extension-specific features that the 
Administrator has enabled for your phone 
Note:  Some Polycom models may respond to your input a bit slowly. Please give the phone time to process 
the digits you have entered. 
Troubleshooting  
Here are tips to try if the phone does not configure correctly after a restart: 
 Did you reset the phone to the factory defaults? If not, do so and then repeat the configuration 
process. 
 Check that the firmware and BootROM on the phone are the correct version. 
 Confirm that the firewall is not blocking ports 80 and 443. 
 If the user’s Record button or Directory Dialing feature is not working properly, press the Save and 
Reboot Polycom Phone button on the  PBX > AltiGen IP Phone Configuration panel, on the Polycom 
tab. Or ask the user to unplug the phone, and then plug it back in, so that the phone will download 
the current configuration. 
Basic Polycom Feature Configuration 
This section describes the basic features that you can configure for Polycom phones. If an extension has a Polycom 
Advanced Features license, there are additional options that you can configure; see the section beginning on page 
25. 
Configure Time Display  
Follow these steps to configure user time format.  
1. In MAXCS Administrator, select PBX > AltiGen IP Phone Configuration. Select the extension.  
2. On the General tab, select an Offset option; this is the =P phone’s time offset relative to the MAXCS server. 
In most cases, Daylight saving time is automatically considered. 
3. Select a Format option; this is the time display format. While there are three choices, Polycom IP phones 
only support two:  12-hour format and 24-hour format.  
If you choose the third format, AltiGen 12-hour format, then the Polycom phone will display time in the 
12-hour time format. 
 
 
4. Reboot the Polycom phone so that your changes can take effect. 
Figure 15: The Time Display settings   
						

							 
Polycom Configuration Guide   Page 19 of 52 
Configure TLS/SRTP Support  
To enable Transport Layer Security (TLS) and Secure Real-Time Transport Protocol (SRTP),  
1. In MAXCS Administrator, select PBX > AltiGen IP Phone Configuration. Open the General tab. 
2. In the section SIP Transport, you must select either both options or neither. You cannot select one and not 
the other. 
This setting will be sent to the Polycom phone when the phone reboots.  
 
Figure 16: The SIP Transport checkboxes 
Digit Map Support 
A digit map is provided for Polycom phones. It defines when to send the dialed digits to MAXCS.   
You can have MaxCS Administrator automatically generate a digit map, which will be based upon your current 
dialing plan. You do this via a button on the System > System Configuration > Number tab.  
After you make any change to the system dial plan, click the Generate Polycom Digit Map button and a new digit 
map will be created base on the current dialing plan. The new Digit Map will overwrite the previous version. 
If the previous Digit Map was a custom version, you will be alerted before you save the new Digit Map. 
The default Polycom dial plan has also been enhanced to support redialing outbound calls from the phone history 
logs. 
You can update the digitmap and push the changes to Polycom phones as needed.  
1. In MAXCS Administrator, select System > System Configuration. Open the Number Plan tab. 
 
 
2. Update the Polycom digit map as needed; refer to page 48 for descriptions of the parameters.  
3. Click Apply and Reboot All Affected Polycom Phones.  All registered Polycom phones will be rebooted.  
For phones with active calls, those phones will reboot when the call ends. 
Note: Changing the AltiGen first digit assignment does not update the value in the Polycom Phone Digit Map 
box. 
Figure 17: Sample Polycom Phone Digit Map   
						

							 
Polycom Configuration Guide   Page 20 of 52 
User Password Consolidation 
To simplify Polycom phone management, AltiGen has merged the various passwords in MAXCS into a single 
password. Specifically, the provisioning password, the voicemail password, and the SIP Registration have been 
combined into a single password: the voicemail password. 
This has resulted in changes to two options on the Extension Configuration page, found on the General tab. Both 
renamed options are in the IP Extension group: 
 Enable Polycom or 3rd Party SIP Device 
 3rd Party SIP Registration Password 
 
Figure 18: 3rd Party SIP Registration Password 
To add a new Polycom extension, just set the extension’s voicemail password; the 3rd Party SIP Registration 
Password is no longer used. 
Default Local Administrator Password 
You can change the default Polycom administrator password (which is currently 456) via a new field on the System 
> Number Plan tab. This is the password for the Polycom phone itself; users must enter this password to access 
menus on the phone to change its configuration. 
The system will initially generate a random 5-digit string; you can change this to a string between 4 and 32 
characters.