Table Of Content®
Polycom UC Software
Administrators’ Guide
Polycom Moscow
Trademark Information
POLYCOM®, the Polycom “Triangles” logo and the names and marks associated with Polycom’s products are
trademarks and/or service marks of Polycom, Inc. and are registered and/or common law marks in the United States
and various other countries. All other trademarks are property of their respective owners. No portion hereof may be
reproduced or transmitted in any form or by any means, for any purpose other than the recipient’s personal use,
without the express written permission of Polycom.
Patent Information
The accompanying product is protected by one or more U.S. and foreign patents and/or pending patent applications
held by Polycom, Inc.
Disclaimer
Some countries, states, or provinces do not allow the exclusion or limitation of implied warranties or the limitation of
incidental or consequential damages for certain products supplied to consumers, or the limitation of liability for
personal injury, so the above limitations and exclusions may be limited in their application to you. When the implied
warranties are not allowed to be excluded in their entirety, they will be limited to the duration of the applicable written
warranty. This warranty gives you specific legal rights which may vary depending on local law.
Copyright Notice
Portions of the software contained in this product are:
Copyright © 1998, 1999, 2000 Thai Open Source Software Center Ltd. and Clark Cooper
Copyright © 1998 by the Massachusetts Institute of Technology
Copyright © 1998-2008 The OpenSSL Project
Copyright © 1995-1998 Eric Young (
Contents
Introduction ................................................................................................. xvii
About This Guide................................................................................................................................ xvii
Who Should Read This Guide? ........................................................................................................... xvii
How This Guide is Organized ............................................................................................................ xviii
What’s New in This Guide ................................................................................................................... xix
Conventions Used in This Guide ......................................................................................................... xix
Recommended Software Tools ........................................................................................................... xxi
Reading the Feature Parameter Tables .............................................................................................. xxi
Example One: Feature Parameter Tables ...................................................................................... xxii
Example Two: Configuring Grouped Parameters .......................................................................... xxiii
Recommended References ............................................................................................................... xxvi
Getting Help and Support ................................................................................................................. xxvi
Part I: Getting Started ............................................................ 1
Chapter 1: Welcome to the Polycom UC Software Family of Phones ................ 3
The Polycom UC Software Family of Phones ........................................................................................ 3
Key Features of Your Polycom Phones ................................................................................................. 6
What’s New in Polycom UC Software 4.0.1? ........................................................................................ 8
Chapter 2: The Polycom UC Software Big Picture ............................................. 9
Where Polycom Phones Fit in Your Network...................................................................................... 10
Understanding Polycom Phone Software Architecture ...................................................................... 11
What is the Updater? ...................................................................................................................... 12
What is the Polycom UC Software? ................................................................................................ 13
What are the Configuration Files? .................................................................................................. 14
Master Configuration File ........................................................................................................... 14
Polycom UC Software Configuration Files .................................................................................. 15
User-Specific Configuration Files ................................................................................................ 15
Override Files .............................................................................................................................. 15
What are the Resource Files? .......................................................................................................... 15
Central Provisioning Versus Manual Provisioning .......................................................................... 16
Central Provisioning .................................................................................................................... 17
Manual Provisioning ................................................................................................................... 19
Features Available on Your Polycom Phones...................................................................................... 19
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Polycom® UC Software Administrators’ Guide
Part II: Setting Up Your System ............................................. 27
Chapter 3: Setting Up Your Phone Network ................................................... 29
Establishing Link Connectivity ............................................................................................................. 30
Wired Devices .................................................................................................................................. 30
Wireless Devices .............................................................................................................................. 30
Security and Quality of Service Settings ............................................................................................. 30
VLANs and Wired Devices ............................................................................................................... 30
802.1X Authentication .................................................................................................................... 31
IP Communication Settings ................................................................................................................. 32
PSTN Communications Settings .......................................................................................................... 34
Provisioning Server Discovery ............................................................................................................. 36
Supported Provisioning Protocols ................................................................................................... 37
Phone Network Menus ....................................................................................................................... 38
Main Menu ...................................................................................................................................... 40
Provisioning Server Menu ............................................................................................................... 41
DHCP Menu ..................................................................................................................................... 43
Network Interfaces Menu (Ethernet Menu) .................................................................................... 44
VLAN Menu ..................................................................................................................................... 46
802.1X Menu ................................................................................................................................... 47
PAC File Information ....................................................................................................................... 48
Wi-Fi Menu ...................................................................................................................................... 48
WEP Menu ....................................................................................................................................... 50
WPA (2) PSK Menu .......................................................................................................................... 50
WPA2-Enterprise Menu ................................................................................................................... 51
Radio Menu ..................................................................................................................................... 52
5 GHz Menu ..................................................................................................................................... 52
2.4 GHz Menu .................................................................................................................................. 53
USBNet Menu .................................................................................................................................. 53
CMA Menu ...................................................................................................................................... 54
Login Credentials Menu .................................................................................................................. 54
TLS Menu ......................................................................................................................................... 55
TLS Profile Menu ............................................................................................................................. 55
Applications Menu .......................................................................................................................... 56
Syslog Menu .................................................................................................................................... 56
Chapter 4: Setting Up the Provisioning Server ................................................ 59
Why Use a Provisioning Server? ......................................................................................................... 60
Provisioning Server Security Policy ..................................................................................................... 60
Setting up an FTP Server as Your Provisioning Server ........................................................................ 61
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Contents
Downloading Polycom UC Software Files to the Provisioning Server ................................................ 62
Deploying Phones from the Provisioning Server ................................................................................ 63
Upgrading Polycom UC Software ........................................................................................................ 66
Upgrading Your Phones to UC Software 4.0.1 ................................................................................ 68
Upgrading from UC Software 4.0.0 to UCS Software 4.0.1 ......................................................... 68
Upgrading Current Phones to UC Software 4.0 .............................................................................. 69
Supporting Legacy Phones .............................................................................................................. 70
Provisioning SoundStation IP 7000 Phones Using C-Link.................................................................... 72
Provisioning VVX Phones Using a Polycom CMA System ................................................................... 73
Provisioning Using Polycom CMA ............................................................................................... 74
Disabling the Polycom CMA System ........................................................................................... 75
Upgrading Polycom UC Software Using Polycom CMA .............................................................. 76
Monitoring by Polycom CMA ...................................................................................................... 76
Provisioning SpectraLink 8400 Series Wireless Handsets ................................................................... 77
Part III: Configuring Your System .......................................... 79
Chapter 5: Setting Up Basic Phone Features ................................................... 81
Basic Phone Features at a Glance ....................................................................................................... 81
Configuring the Call Logs .................................................................................................................... 82
Example Call Log Configuration ...................................................................................................... 83
Understanding the Call Timer ............................................................................................................. 85
Configuring Call Waiting Alerts ........................................................................................................... 85
Example Call Waiting Configuration ............................................................................................... 85
Called Party Identification................................................................................................................... 86
Configuring Calling Party Identification .............................................................................................. 86
Example Calling Party Configuration .............................................................................................. 87
Configuring PSTN Calling Party Identification ..................................................................................... 88
Enabling Missed Call Notification ....................................................................................................... 88
Example Missed Call Notification Configuration............................................................................. 89
Connected Party Identification ........................................................................................................... 89
Distinctive Incoming Call Treatment ................................................................................................... 90
Example Call Treatment Configuration ........................................................................................... 90
Applying Distinctive Ringing................................................................................................................ 91
Example Distinctive Ringing Configuration ..................................................................................... 93
Applying Distinctive Call Waiting ........................................................................................................ 93
Example Distinctive Call Waiting Configuration ............................................................................. 94
Configuring Do Not Disturb ................................................................................................................. 94
Example Do Not Disturb Configuration ........................................................................................... 96
Configuring the Handset, Headset, and Speakerphone ..................................................................... 97
Example Handset, Headset, and Speakerphone Configuration ...................................................... 98
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Polycom® UC Software Administrators’ Guide
Using the Local Contact Directory ...................................................................................................... 98
Example Configuration .................................................................................................................... 99
Using the Local Digit Map ................................................................................................................. 101
Understanding Digit Map Rules .................................................................................................... 102
Microphone Mute ............................................................................................................................. 103
Using the Speed Dial Feature ............................................................................................................ 104
Example Speed Dial Configuration ................................................................................................ 104
Setting the Time and Date Display .................................................................................................... 106
Example Configuration .................................................................................................................. 107
Adding an Idle Display Image ............................................................................................................ 108
Example Idle Display Image Configuration ................................................................................... 109
Ethernet Switch ................................................................................................................................. 111
Setting a Graphic Display Background .............................................................................................. 111
Example Graphic Display Background Configuration ................................................................... 112
Enabling Multikey Answer ................................................................................................................ 114
Example Multikey Answer Configuration ...................................................................................... 115
Enabling Automatic Off-Hook Call Placement .................................................................................. 115
Example Automatic Off-Hook Placement Configuration .............................................................. 116
Enabling Call Hold ............................................................................................................................. 116
Example Call Hold Configuration .................................................................................................. 117
Using Call Transfer ............................................................................................................................ 118
Example Call Transfer Configuration ............................................................................................ 119
Creating Local and Centralized Conferences .................................................................................... 120
Enabling Conference Management .................................................................................................. 120
Example Conference Management Configuration ........................................................................ 121
Configuring Call Forwarding.............................................................................................................. 122
Example Call Forwarding Configuration ....................................................................................... 123
Configuring Directed Call Pick-Up ..................................................................................................... 124
Example Directed Call Pickup Configuration ................................................................................. 125
Enabling Group Call Pickup ............................................................................................................... 126
Example Group Call Pickup Configuration .................................................................................... 127
Configuring Call Park and Retrieve ................................................................................................... 128
Example Call Park and Retrieve Configuration ............................................................................. 129
Enabling Last Call Return .................................................................................................................. 130
Example Configuration for Last Call Return .................................................................................. 130
Chapter 6: Setting Up Advanced Phone Features ......................................... 133
Configuring the Phone’s Keypad Interface ....................................................................................... 135
Assigning Multiple Line Keys Per Registration .................................................................................. 136
Example Configuration .................................................................................................................. 136
Enabling Multiple Call Appearances ................................................................................................. 137
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Contents
Example Multiple Call Appearances Configuration....................................................................... 138
Customizing and Downloading Fonts ............................................................................................... 139
Setting the Phone Language ............................................................................................................. 139
Example Phone Language Configuration ...................................................................................... 140
Enabling Instant Messaging .............................................................................................................. 142
Example Instant Messaging Configuration ................................................................................... 143
Synthesized Call Progress Tones ....................................................................................................... 144
Using the Microbrowser and Web Browser ..................................................................................... 144
Example Microbrowser and Web Browser Configuration ............................................................. 146
Configuring Real-Time Transport Protocol Ports .............................................................................. 148
Example Real-Time Transport Protocol Configuration .................................................................. 149
Configuring Network Address Translation ........................................................................................ 150
Example Network Address Translation Configuration .................................................................. 150
Using the Corporate Directory .......................................................................................................... 151
Example Corporate Directory Configuration ................................................................................. 152
CMA Directory ................................................................................................................................... 155
Recording and Playing Audio Calls .................................................................................................... 156
Example Call Recording Configuration .......................................................................................... 157
Configuring the Digital Picture Frame ............................................................................................... 159
Example Digital Picture Frame Configuration ............................................................................... 160
Configuring Enhanced Feature Keys ................................................................................................. 161
Some Guidelines for Configuring Enhanced Feature Keys ............................................................ 162
Enhanced Feature Key Examples .................................................................................................. 163
Understanding Macro Definitions ................................................................................................. 165
Macro Action ................................................................................................................................. 165
Prompt Macro Substitution ........................................................................................................... 166
Expanded Macros .......................................................................................................................... 167
Special Characters ......................................................................................................................... 167
Example Macro ............................................................................................................................. 167
Configuring Soft Keys ........................................................................................................................ 169
Example Soft Key Configurations .................................................................................................. 171
Enabling the Power Saving Feature .................................................................................................. 173
Example Power-Saving Configuration ........................................................................................... 174
Configuring Push-to-Talk and Group Paging ..................................................................................... 175
Push-to-Talk .................................................................................................................................. 175
Group Paging ................................................................................................................................ 176
Example PTT/Paging Configuration .............................................................................................. 177
PTT Mode Channels .................................................................................................................. 178
Paging Mode Groups ................................................................................................................. 179
Flexible Line Key Assignment ............................................................................................................ 179
Example Flexible Line Key Assignment Configuration ................................................................... 180
Configuring Shared Call Appearances ............................................................................................... 181
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Polycom® UC Software Administrators’ Guide
Example Configuration .................................................................................................................. 183
Phone A ..................................................................................................................................... 184
Phone B ..................................................................................................................................... 185
Enabling Bridged Line Appearance ................................................................................................... 185
Example Bridged Line Appearance Configuration......................................................................... 186
Using Busy Lamp Field ...................................................................................................................... 187
Example BLF Configuration ........................................................................................................... 189
Enabling Voicemail Integration ......................................................................................................... 192
Example Voicemail Configuration ................................................................................................. 193
Enabling Multiple Registrations ........................................................................................................ 194
Example Multiple Registration Configuration ............................................................................... 195
Configuring SIP-B Automatic Call Distribution .................................................................................. 197
Example SIP-B Automatic Call Distribution Configuration ............................................................ 198
Configuring Feature Synchronized Automatic Call Distribution ....................................................... 200
Example Feature Synchronized ACD Configuration ...................................................................... 202
Setting Up Server Redundancy ......................................................................................................... 205
DNS SIP Server Name Resolution ...................................................................................................... 206
Behavior When the Primary Server Connection Fails .................................................................... 207
Phone Configuration ................................................................................................................. 208
Phone Operation for Registration ............................................................................................. 208
Recommended Practices for Fallback Deployments ..................................................................... 209
Using the Presence Feature .............................................................................................................. 209
Example Presence Configuration .................................................................................................. 210
Using CMA Presence ......................................................................................................................... 211
Enabling Access URL in SIP Messages ............................................................................................... 212
Example Access URL in SIP Messages Configuration .................................................................... 214
Configuring the Static DNS Cache ..................................................................................................... 215
Example Static DNS Cache Configuration ..................................................................................... 216
Displaying SIP Header Warnings ....................................................................................................... 219
Example Display of Warnings from SIP Headers Configuration .................................................... 219
Quick Setup of Polycom Phones ....................................................................................................... 220
Example Quick Setup Configuration .............................................................................................. 221
Provisional Polling of Polycom Phones ............................................................................................. 222
Example Provisional Polling Configuration ................................................................................... 223
Setting Up Microsoft Live Communications Server 2005 Integration .............................................. 223
Example Microsoft Live Communications Server 2005 Integration .............................................. 224
Example LCS 2005 Integration Configuration (Single Registration) .............................................. 227
Setting Up Microsoft Office Communications Server 2007 R2 Integration ...................................... 232
Example OCS 2007 R2 Integration Configuration (Single Registration) ........................................ 233
Setting Up Microsoft Lync Server 2010 Integration ......................................................................... 238
Example Microsoft Lync 2010 Integration Configuration (Single Registration) ............................ 240
Enabling Polycom Desktop Connector Integration ........................................................................... 245
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Contents
Example PDC Configuration .......................................................................................................... 246
Enabling Microsoft Exchange Calendar Integration ......................................................................... 247
Example Exchange Calendar Configuration .................................................................................. 248
Configuring the Polycom Quick Barcode Connector Application ..................................................... 250
Example QBC Configuration .......................................................................................................... 250
Configuring the Open Application Interface ..................................................................................... 252
Example OAI Configuration ........................................................................................................... 252
Enabling Location Services ................................................................................................................ 253
Example Location Service Integration Configuration .................................................................... 253
Changing the Device Parameters ...................................................................................................... 254
Chapter 7: Setting Up Phone Audio Features................................................ 255
Customizing Audio Sound Effects ..................................................................................................... 256
Example Configuration .................................................................................................................. 257
Context Sensitive Volume Control .................................................................................................... 258
Voice Activity Detection .................................................................................................................... 258
Generating Dual Tone Multi-Frequency (DTMF) Tones .................................................................... 259
DTMF Event RTP Payload .................................................................................................................. 259
Acoustic Echo Cancellation ............................................................................................................... 260
Audio Codecs .................................................................................................................................... 260
IP Type-of-Service ............................................................................................................................. 264
IEEE 802.1p/Q ................................................................................................................................... 265
Voice Quality Monitoring .................................................................................................................. 265
Treble and Bass Controls .................................................................................................................. 267
Audible Ringer Location .................................................................................................................... 267
Notification Profiles .......................................................................................................................... 267
Bluetooth Headset Support .............................................................................................................. 268
Built-In Audio Processing Features ................................................................................................... 269
Automatic Gain Control ................................................................................................................ 269
Background Noise Suppression ..................................................................................................... 269
Comfort Noise Fill .......................................................................................................................... 269
Dynamic Noise Reduction ............................................................................................................. 269
Jitter Buffer and Packet Error Concealment .................................................................................. 269
Low-Delay Audio Packet Transmission.......................................................................................... 269
Chapter 8: Setting Up Phone Video Features ................................................ 271
Video Transmission ........................................................................................................................... 271
Video Codecs..................................................................................................................................... 273
H.323 Protocol .................................................................................................................................. 274
Supported Video Standards........................................................................................................... 275
Supported Polycom Interoperability ............................................................................................. 276
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Polycom® UC Software Administrators’ Guide
Using the H.323 Protocol .............................................................................................................. 277
Switching Between Voice and Video During Calls ............................................................................ 279
Chapter 9: Setting Up User and Phone Security Features ............................. 281
Local User and Administrator Passwords ......................................................................................... 281
Incoming Signaling Validation ........................................................................................................... 282
Configuration File Encryption ........................................................................................................... 283
Digital Certificates ............................................................................................................................. 283
TLS Profiles ........................................................................................................................................ 286
Downloading Certificates to a Polycom Phone ............................................................................. 288
Configuring TLS Profiles ................................................................................................................ 288
Supporting Mutual TLS Authentication ............................................................................................ 289
Configurable TLS Cipher Suites ......................................................................................................... 290
Secure Real-Time Transport Protocol ............................................................................................... 292
Locking the Phone ............................................................................................................................. 294
Locking the Keypad on Your SpectraLink Handset ........................................................................... 296
Secondary Port Link Status Report ................................................................................................... 296
Supporting 802.1X Authentication ................................................................................................... 297
Using User Profiles ............................................................................................................................ 299
Creating a Phone Configuration File ......................................................................................... 301
Creating a User Configuration File ............................................................................................ 302
Chapter 10: Simplified Provisioning Using the Polycom Web Configuration
Utility ........................................................................................................... 305
Getting Started with the Polycom Web Configuration Utility .......................................................... 306
Choosing Language Files for the Web Configuration Utility Interface ............................................. 308
Part IV: System Maintenance Tasks .................................... 311
Chapter 11: Troubleshooting Your Polycom Phones ..................................... 313
Understanding Error Message Types ................................................................................................ 314
Updater Error Messages ............................................................................................................... 314
Polycom UC Software Error Messages .......................................................................................... 314
Status Menu ...................................................................................................................................... 318
Log Files ............................................................................................................................................. 318
Reading a Boot Log File ................................................................................................................. 321
Reading an Application Log File .................................................................................................... 323
Reading a Syslog File ..................................................................................................................... 324
Managing the Phone’s Memory Resources ...................................................................................... 324
Identifying Symptoms ................................................................................................................... 324
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