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ADMINISTRATORS GUIDE
Polycom UC Software 4.1.0
Administrators Guide
Polycom UC Software 4.1.0 | October 2012 | 1725-11530-410 Rev A
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Polycom UC Software 4.1.0 Administrators Guide
Copyright 2013, Polycom, Inc. All rights reserved.
Polycom, Inc.
6001 America Center Drive
San Jose, CA 95002
USA
No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical,
for any purpose, without the express written permission of Polycom, Inc. Under the law, reproducing includes
translating into another language or format.
As between the parties, Polycom, Inc., retains title to and ownership of all proprietary rights with respect to the
software contained within its products. The software is protected by United States copyright laws and international
treaty provision. Therefore, you must treat the software like any other copyrighted material (e.g., a book or sound
recording).
Every effort has been made to ensure that the information in this manual is accurate. Polycom, Inc., is not
responsible for printing or clerical errors. Information in this document is subject to change without notice.
Trademarks
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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.
Disclaimer
While Polycom uses reasonable efforts to include accurate and up-to-date information in this document, Polycom
makes no warranties or representations as to its accuracy. Polycom assumes no liability or responsibility for any
typographical or other errors or omissions in the content of this document.
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this document for any purpose. Information is provided "as is" without warranty of any kind and is subject to change
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Customer Feedback
We are striving to improve our documentation quality and we appreciate your feedback. Email your opinions and
comments to VoiceDocumentationFeedback@polycom.com.
Visit the Polycom Voice Support Center for software downloads, product documents, product licenses,
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Contents
About This Guide ......................................................................................... 1
Who Should Read This Guide? ....................................................................................................... 1
How This Guide is Organized........................................................................................................... 1
Whats 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
Chapter 1: Welcome to the Polycom
UC
Software Family of Phones
This chapter introduces the family of Polycom
UC Software
Big Picture
This chapter provides an overview of the Polycom UC Software, specifically an understanding
of how the phones fit into the network configuration. If you want to begin setting up your
Polycom phones, go to Setting Up .
The UC Software supports the deployment of Polycom phones in several deployment scenarios:
As a Session Initiation Protocol (SIP)-based endpoint interoperating with a SIP call server
or softswitch.
As an H.323 video endpoint (Polycom VVX 1500 business media phones only).
Web Info: Using VVX 1500 Phones in a Strict H.323 Environment
For more information on using VVX 1500 phones in a strict H.323 environment, see the
Deployment Guide for the Polycom VVX 1500 D Business Media Phone.
In an 802.1X wireless environment (Polycom SpectraLink 8400 Series Wireless
Phone).
Web Info: Using SpectraLink Handsets in a Strictly Wireless Environment
For more information on using these handsets in a strictly wireless environment, see the
Polycom SpectraLink 8400 Series Wireless Telephone Deployment Guide.
The Session Initiation Protocol (SIP) is the Internet Engineering Task Force (IETF) standard for
multimedia communications over IP. It is an ASCII-based, application-layer control protocol
(defined in RFC 3261) that can be used to establish, maintain, and terminate calls between two
or more endpoints. Like other voice over IP (VoIP) protocols, SIP is designed to address the
functions of signaling and session management within a packet telephony network. Signaling
allows call information to be carried across network boundaries. Session management provides
the ability to control the attributes of an end-to-end call.
For Polycom phones to successfully operate as a SIP endpoint in your network, you will require:
A working IP network
Routers configured for VoIP
VoIP gateways configured for SIP
Polycom
Lync
The concurrent failover/fallback feature is not compatible with Microsoft Lync.
Caution: Old Failover Behavior Is Not Supported
Prior to SIP 2.1, the reg.x.server.y parameters in <reg/> could be used for failover
configuration. The older behavior is no longer supported. Customers that are using the
reg.x.server.y.* configuration parameters where y>=2 should take care to ensure that
their current deployments are not adversely affected. For example, the phone will only
support advanced SIP features such as shared lines, missed calls, and presence with the
primary server (y=1).
Table 7-32: Setting Up Server Redundancy
Central Provisioning Server template > parameter
Specify server redundancy options including failback mode, failback timeout, and failover registration
behaviour .......................................................................... sip-interop.cfg > voIpProt.server.x.failOver.*
Specify which server to contact if failover occurs ... reg-advanced.cfg > reg.x.auth.optimizedInFailover
Override the default server redundancy options for a specific registration
................................................................................ reg-advanced.cfg > reg.x.outboundProxy.failOver.*
Web Info: Failover Configuration Details
For more information, see Technical Bulletin 5844: SIP Server Fallback Enhancements on
Polycom Phones and Technical Bulletin 66546: Using Optional Geographical Server
Redundancy Failover Behaviors.
Polycom
Lync
The concurrent/registration failover/fallback feature is not compatible with Microsoft
Lync.
Using the Presence Feature
The presence feature enables you to monitor the status of other remote users and phones. By
adding remote users to your Buddy List, you can monitor changes in the status of remote users
in real time or you can monitor remote users as speed-dial contacts. You can also manually
specify your status in order to override or mask automatic status updates to others and you can
receive notifications when the status of your a remote line changes. Table 7-33: Using the
Presence Feature lists the parameters you can configure. Note that other phone users can
block you from monitoring their phones. The SpectraLink handsets support only the Microsoft
Live Communications Server 2005 and Microsoft Office Communications Server 2007 R2
versions of Presence (see Error! Reference source not found. and Setting Up Microsoft
ffice Communications Server 2007 R2 Integration).
Chapter 7: Setting Up Advanced Phone Features
243
The behavior of the presence feature varies when you use Microsoft Live Communications
Server 2005 or Microsoft Office Communications Server 2007 R2 as the call server.
Table 7-33: Using the Presence Feature
Central Provisioning Server template > parameter
Specify the line/registration number used to send SUBSCRIBE for presence .... features.cfg > pres.reg
Specify if the MyStatus and Buddies soft keys display on the Home screen .................... features.cfg >
pres.idleSoftkeys
Turn the presence feature on or off ......................................... features.cfg > feature.presence.enabled
Local Phone User Interface
The user can edit the directory contents. The Buddy Watch and Buddy Block fields control the buddy
behavior of contacts.
Example Presence Configuration
In the following illustration, the presence feature has been enabled in
feature.presence.enabled. The MyStatus and Buddies soft keys will both display on the
phones home screen when you enable the pres.idleSoftkeys parameter. The pres.reg
parameter will use the address of phone line 1 for the presence feature.
Polycom
Lync Server 2010. Note also that you must purchase a Lync Feature License from
a Polycom reseller or Polycom sales representative.
Note: You must purchase a license to use Microsoft Lync Server 2010 with Polycom phones.
You must purchase a Lync Feature License from a Polycom reseller or Polycom sales
representative to use Polycom SoundPoint IP, SoundStation IP, and VVX products in a
Microsoft Lync environment. This license is not required for SpectraLink 8400 Series
wireless handsets. You can use Polycom phones in a Lync environment for trial purposes,
without purchasing a license, to a maximum of 30 days.
For details on the features available on Polycom phones provisioned with Microsoft Lync Server
2010, see Feature Profile 72430: Using Polycom Phones with Microsoft Lync Server 2010. The
concurrent failover/fallback feature, explained in Setting Up Server Redundancy, is not
compatible with Microsoft Lync. Polycom UC Software enables you to register a single phone
line with Lync Server; you cannot register shared lines with Lync Server.
Note: Understanding the Lync Contact List and Your Phone's Local Contact Directory
When you are running UC Software 4.1.x for use with Lync Server 2010, you have access
to two separate contact lists: the default local contact directory on your Polycom phone
and a Lync contact list. If you want to disable the local contact directory on your Polycom
phone or make it read-only, see Using the Local Contact Directory.
Registering with Microsoft Lync Server 2010
You can register Polycom phones with Lync Server 2010 using one of three ways:
Using the Web Configuration Utility
Using centralized provisioning, which includes a provisioning server and configuration files
in XML format.
From the phone user interface
Note: Registering a Phone with Lync Server 2010
For details on using the phone user interface and for details on each registration method,
including registration instructions, see Deploying Polycom UC Software for use with
Microsoft Lync Server 2010.
Chapter 7: Setting Up Advanced Phone Features
265
Setting the Base Profile to Lync - Phone User Interface and Web Configuration Utility
Once you have updated your phones to use Polycom UC Software 4.1.0, you can quickly
register phones with the Lync Server by setting the phones Base Profile to Lync from the
phones user interface or using the Web Configuration Utility. Note that although registering the
phone using either of these two methods is simpler than centralized provisioning, each method
registers one phone at a time. In addition, you cannot enable extensive diagnostic logging that
the phone writes to the provisioning server, contact directory files, or phone user interface
language files. You can use the Web Configuration Utility to update a phone to UC Software
4.1.0.
Centralized Provisioning
You can update to Polycom UC Software 4.1.0 and register multiple Polycom phones to Lync
Server using a provisioning server and configuration files in XML format. You can provision your
phones with Lync Server 2010 using the lync.cfg template configuration file included with
Polycom UC Software 4.1.0. Polycom recommends using this method - also called centralized
provisioning - when deploying multiple phones, about twenty or more. A provisioning server
enables you to store configuration files in a single location on a server, which simplifies
maintenance of feature settings and updates for multiple phones. In addition, use of a
provisioning server allows the phones to send diagnostic and other information to files stored on
the server, including log files, a contact directory, individual call lists, and multiple languages on
the phone user interface. Note that you must use a provisioning server to update your phones to
Polycom UC Software 4.1.0, which is required to register phones with Lync Server.
Ensuring Security
Polycom phones are computing devices and you need to configure them for security as you do
other computing devices. Polycom strongly recommends that you change the default user name
and password on each Polycom device on first deployment. To maximize security, do not leave
user name and password fields blank, create user names and passwords of a reasonably long
length, and change user names and passwords periodically.
Polycom provides three ways you can change the administrative password of a device:
Configuration file
Web Configuration Utility
Device user interface
Configuration File
Polycom provides configuration files in XML format that you can use to change user names and
passwords. You can modify the attached sample configuration file and add it to your file
directory, or you can add the parameters and values directly to your existing configuration files.
However you use the files or parameters, ensure that you add them to your boot server
directory. Once you have updated you configuration files, you need to update your device
configuration from the device user interface by going to Menu > Settings > Basic > Update
Configuration.
Polycom
UC Software
Reference Information
Part V provides you with detailed information about the configuration files you need to download
to your provisioning server to deploy your Polycom phones and to configure basic, advanced,
audio, video, and user and phone security features. Part VI also provides reference information
about the Session Initiation Protocol (SIP) , the Polycom UC Software menu structure as it
displays on most Polycom phones, and information about the third-party software that is
included in the Polycom UC Software.
Part VI consists of the following chapters:
Chapter 13: Configuration Parameters
Chapter 14: Session Initiation Protocol (SIP)
Chapter 15: Polycom UC Software Menu System
Chapter 16: Third-Party Software
403
Chapter 13: Configuration Parameters
This chapter is a reference guide to the UC Software configuration parameters used to
configure all phone features and functions. This chapter is useful if you want to read a detailed
description of a particular configuration parameter or you would like to see the default or
permitted values for that parameter. If you would like to configure a specific feature, you should
find the feature in Part III: Configuring . These parameters in this section include:
<acd/>
<apps/>
<attendant>
<bg/>
<bitmap/>
<bluetooth/>
<button/>
<call/>
<callLists/>
<device/>
<dialplan/>
<dir>
<local/>
<corp/>
<divert/>
<dns/>
DNS-A
DNS-NAPTR
DNS-SRV
<efk/>
<exchange/>
<feature/>
<font/>
<httpd/>
<key/>
<keypadLock/>
Polycom