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Plantronics UC Software 5.1.0 ADMINISTRATOR’S GUIDE

Polycom® UC Software 5.1.0
ADMINISTRATOR’S GUIDE
Polycom, Inc. 1
Polycom® UC Software 5.1.0 Administrator’s Guide 5.1.0
Copyright ©2014, Polycom, Inc. All rights reserved. No part of this document may be reproduced, translated into another language or format, or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Polycom, Inc.
6001 America Center Drive San Jose, CA 95002 USA
Polycom®, the Polycom logo and the names and marks associated with Polycom 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.
End User License Agreement By installing, copying, or otherwise using this product, you acknowledge that you have read, understand and agree to be bound by the terms and conditions of the End User License Agreement for this product.
Patent Information The accompanying product may be protected by one or more U.S. and foreign patents and/or pending patent applications held by Polycom, Inc.
Open Source Software Used in this Product This product may contain open source software. You may receive the open source software from Polycom up to three (3) years after the distribution date of the applicable product or software at a charge not greater than the cost to Polycom of shipping or distributing the software to you. To receive software information, as well as the open source software code used in this product, contact Polycom by email at OpenSourceVideo@polycom.com.
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.
Limitation of Liability Polycom and/or its respective suppliers make no representations about the suitability of the information contained in this document for any purpose. Information is provided “as is” without warranty of any kind and is subject to change without notice. The entire risk arising out of its use remains with the recipient. In no event shall Polycom and/or its respective suppliers be liable for any direct, consequential, incidental, special, punitive or other damages whatsoever (including without limitation, damages for loss of business profits, business interruption, or loss of business information), even if Polycom has been advised of the possibility of such damages.
Customer Feedback We are striving to improve our documentation quality and we appreciate your feedback. Email your opinions and comments to DocumentationFeedback@polycom.com.
Visit the Polycom Support Center for End User License Agreements, software downloads, product documents, product licenses, troubleshooting tips, service requests, and more.
Polycom, Inc. 2
Contents
Conventions Used in Polycom Guides ..................................................................................14
Information Elements ............................................................................................................................. 14
Typographic Conventions ...................................................................................................................... 15
Writing Conventions ............................................................................................................................... 15
Before You Begin ....................................................................................................................16
Audience, Purpose, and Required Skills ............................................................................................... 16
Frequently Asked Questions .................................................................................................................. 16
What’s New in Polycom UC Software 5.1.0?......................................................................................... 17
Recommended Software Tools ............................................................................................................. 17
Read the Feature Parameter Tables ..................................................................................................... 17
Example One: Feature Parameter Tables ............................................................................................. 18
Example Two: Configuring Grouped Parameters .................................................................................. 19
Get Help ................................................................................................................................................. 22
Polycom Support .............................................................................................................................................. 22
Polycom and Partner Resources ...................................................................................................................... 22
The Polycom Community .................................................................................................................................. 22
Welcome to the Polycom UC Software Family of Phones ....................................................24
The Polycom UC Software Family of Phones........................................................................................ 24
SoundPoint IP Desktop Phones ....................................................................................................................... 25
SoundStation IP Conference Phones ................................................................................................ ............... 25
VVX Business Media Phones ........................................................................................................................... 26
VVX Expansion Modules .................................................................................................................................. 27
SoundStructure VoIP Interface ......................................................................................................................... 28
Key Features of Your Polycom Phones ................................................................................................. 28
The Polycom UC Software Big Picture ................................................................ ..................31
Where Polycom Phones Fit in Your Network......................................................................................... 32
Understand Polycom Phone Software Architecture .............................................................................. 34
What Is the Updater? ........................................................................................................................................ 34
What Is the Polycom UC Software? .................................................................................................................. 35
What Are the UC Software Template Configuration Files? ............................................................................... 36
What Are the Resource Files? .......................................................................................................................... 36
Set Up Your Device Network ..................................................................................................38
Establish Link Connectivity .................................................................................................................... 39
Wired Devices................................................................................................................................................... 39
Set Security and Quality of Service ....................................................................................................... 39
VLANs and Wired Devices ............................................................................................................................... 39
802.1X Authentication ....................................................................................................................................... 40
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IP Communication Settings.................................................................................................................... 41
PSTN Communication Settings ............................................................................................................. 42
Provisioning Server Discovery ............................................................................................................... 44
Supported Provisioning Protocols ..................................................................................................................... 45
Phone Network Menus ........................................................................................................................... 47
Main Menu ........................................................................................................................................................ 48
Provisioning Server Menu ................................................................................................................................. 50
DHCP Menu ..................................................................................................................................................... 51
Network Interfaces Menu (Ethernet Menu) ....................................................................................................... 52
VLAN Menu ...................................................................................................................................................... 54
802.1X Menu .................................................................................................................................................... 55
PAC File Information ......................................................................................................................................... 55
CMA Menu ........................................................................................................................................................ 56
Login Credentials Menu .................................................................................................................................... 56
TLS Security Menu ................................................................................................................................ ........... 57
TLS Profile Menu .............................................................................................................................................. 57
Applications Menu ............................................................................................................................................ 58
Syslog Menu ..................................................................................................................................................... 58
Set Up the Provisioning Server ..............................................................................................60
Why Use a Provisioning Server? ........................................................................................................... 60
Provisioning Server Security Notes ....................................................................................................... 61
Set Up an FTP Server as Your Provisioning Server .............................................................................. 62
Download Polycom UC Software Files to the Provisioning Server........................................................ 62
Deploy and Update Polycom Phones with a Provisioning Server ......................................................... 64
Deploy Polycom Phones with a Provisioning Server ........................................................................................ 64
Upgrade Polycom UC Software ............................................................................................................. 66
Upgrade Phones from UC Software 4.0.x ......................................................................................................... 67
Support Legacy Phones......................................................................................................................... 68
Provision VVX 1500 Phones Using a Polycom CMA System ............................................................... 71
Provision Using Polycom CMA ......................................................................................................................... 72
Disable the Polycom CMA System ................................................................................................................... 73
Upgrade Polycom UC Software Using Polycom CMA ................................ ...................................................... 73
Monitor Using Polycom CMA ............................................................................................................................ 73
Configuration Methods ................................ ................................................................ ...........75
Use the Centralized Provisioning Method: Configuration Files ............................................................. 77
Understand the Master Configuration File ........................................................................................................ 80
Understand Variable Substitution ..................................................................................................................... 82
Use the Template Configuration Files ............................................................................................................... 84
Change Configuration Parameter Values ......................................................................................................... 86
Provision with the Web Configuration Utility .......................................................................................... 88
Access the Web Configuration Utility ................................................................................................................ 89
Choose Language Files for the Web Configuration Utility Interface.................................................................. 91
Phone User Interface – Menu System Settings ..................................................................................... 92
Set Up Basic Phone Features ................................................................................................94
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Basic Phone Features at a Glance ........................................................................................................ 94
Configure the Call Logs ......................................................................................................................... 95
Example Call Log Configuration ....................................................................................................................... 97
Understand the Call Timer ..................................................................................................................... 98
Configure Call Waiting Alerts ................................................................................................................. 98
Example Call Waiting Configuration ................................................................................................................. 99
Called Party Identification ...................................................................................................................... 99
Configure Calling Party Identification ................................................................................................... 100
Example Calling Party Configuration .............................................................................................................. 101
Configure PSTN Calling Party Identification ........................................................................................ 101
Enable Missed Call Notification ........................................................................................................... 102
Example Missed Call Notification Configuration ............................................................................................. 103
Connected Party Identification ............................................................................................................. 103
Distinctive Incoming Call Treatment .................................................................................................... 103
Example Call Treatment Configuration ........................................................................................................... 104
Apply Distinctive Ringing ..................................................................................................................... 105
Example Distinctive Ringing Configuration ..................................................................................................... 106
Apply Distinctive Call Waiting .............................................................................................................. 106
Example Distinctive Call Waiting Configuration .............................................................................................. 107
Configure Do Not Disturb ..................................................................................................................... 107
Example Do Not Disturb Configuration ........................................................................................................... 109
Configure the Headset and Speakerphone ......................................................................................... 110
Example Handset, Headset, and Speakerphone Configuration ...................................................................... 111
Use the Local Contact Directory .......................................................................................................... 111
Example Configuration ................................................................................................................................... 113
Configure the Local Digit Map ............................................................................................................. 114
Understand Digit Map Rules ................................................................ ........................................................... 115
Microphone Mute ................................................................................................................................. 118
Enable Persistent Mute ........................................................................................................................ 118
Configure the Speed Dial Feature ....................................................................................................... 119
Example Speed Dial Configuration ................................................................................................................. 120
Set the Time and Date Display ............................................................................................................ 122
Example Configuration ................................................................................................................................... 123
Add an Idle Display Image ................................................................................................................... 124
Example Idle Display Image Configuration ..................................................................................................... 125
Ethernet Switch .................................................................................................................................... 126
Set a Graphic Display Background ...................................................................................................... 127
Example Graphic Display Background Configuration ................................................................ ..................... 128
Connect Polycom VVX Expansion Modules ........................................................................................ 129
VVX Expansion Module Power Values ........................................................................................................... 130
Generate Configured Line Key Information ......................................................................................... 131
Configure Smart Paging ....................................................................................................................... 132
Example Smart Paging Configuration ............................................................................................................. 133
Enable Automatic Off-Hook Call Placement ........................................................................................ 135
Example Automatic Off-Hook Placement Configuration ................................................................................. 136
Configure Call Hold .............................................................................................................................. 136
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Example Call Hold Configuration .................................................................................................................... 137
Use Call Transfer ................................................................................................................................. 138
Example Call Transfer Configuration .............................................................................................................. 139
Create Local and Centralized Conferences ......................................................................................... 139
Enable Conference Management ........................................................................................................ 140
Example Conference Management Configuration .......................................................................................... 141
Configure Call Forwarding ................................................................................................................... 142
Example Call Forwarding Configuration ......................................................................................................... 144
Configure Directed Call Pick-Up .......................................................................................................... 145
Example Directed Call Pickup Configuration .................................................................................................. 146
Enable Group Call Pickup .................................................................................................................... 147
Example Group Call Pickup Configuration ...................................................................................................... 147
Configure Call Park and Retrieve ........................................................................................................ 149
Example Call Park and Retrieve Configuration ............................................................................................... 149
Enable Last Call Return ....................................................................................................................... 151
Example Configuration for Last Call Return .................................................................................................... 151
Set Up Advanced Phone Features ....................................................................................... 154
Configure the Phone Keypad Interface ................................................................................................ 156
Assign Multiple Line Keys Per Registration ......................................................................................... 157
Example Configuration ................................................................................................................................... 158
Enable Multiple Call Appearances ....................................................................................................... 158
Example Multiple Call Appearances Configuration ......................................................................................... 160
Customize and Download Fonts .......................................................................................................... 161
Set the Phone Language ..................................................................................................................... 162
Example Phone Language Configuration ....................................................................................................... 164
Use Pinyin Text Input ........................................................................................................................... 165
Enable Instant Messaging.................................................................................................................... 166
Example Instant Messaging Configuration ..................................................................................................... 166
Synthesized Call Progress Tones ........................................................................................................ 167
Use the Microbrowser and Web Browser ............................................................................................ 168
Example Microbrowser and Web Browser Configuration ................................................................................ 169
Remote Packet Capture for Logs ........................................................................................................ 170
Example Remote Packet Capture Using Wireshark ....................................................................................... 171
Configure Real-Time Transport Protocol Ports.................................................................................... 173
Example Real-Time Transport Protocol Configuration .................................................................................... 174
Configure Network Address Translation .............................................................................................. 174
Example Network Address Translation Configuration..................................................................................... 175
Use the Corporate Directory ................................................................................................................ 176
Example Corporate Directory Configuration ................................................................................................... 177
CMA Directory ...................................................................................................................................... 179
Record and Play Audio Calls Locally ................................................................................................... 180
Example Call Recording Configuration ........................................................................................................... 181
Enable Centralized Call Recording ...................................................................................................... 183
Example Call Recording Configuration ........................................................................................................... 186
Configure the Digital Picture Frame ..................................................................................................... 186
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Example Digital Picture Frame Configuration ................................................................................................. 187
Configure Enhanced Feature Keys ...................................................................................................... 188
Some Guidelines for Configuring Enhanced Feature Keys ............................................................................. 189
Enhanced Feature Key Examples .................................................................................................................. 190
Understanding Macro Definitions .................................................................................................................... 192
Macro Actions ................................................................................................................................................. 192
Prompt Macro Substitution ............................................................................................................................. 193
Expanded Macros ........................................................................................................................................... 194
Special Characters ......................................................................................................................................... 194
Example Macro ............................................................................................................................................... 194
Speed Dial Example ................................................................ ....................................................................... 195
Configure Soft Keys ............................................................................................................................. 196
Example Soft Key Configurations ................................................................................................................... 197
Enable the Power-Saving Feature ....................................................................................................... 200
Example Power-Saving Configuration ............................................................................................................ 201
Configure Push-to-Talk and Group Paging .......................................................................................... 201
Push-to-Talk ................................................................................................................................................... 202
Group Paging ................................................................................................................................................. 203
Example PTT/Paging Configuration................................................................................................................ 204
Flexible Line Key Assignment .............................................................................................................. 206
Example Flexible Line Key Assignment Configuration .................................................................................... 207
Configure Shared Call Appearances ................................................................................................... 208
Example Configuration ................................................................................................................................... 210
Enable Bridged Line Appearance ........................................................................................................ 212
Example Bridged Line Appearance Configuration .......................................................................................... 213
Use Busy Lamp Field ........................................................................................................................... 215
Example BLF Configuration ............................................................................................................................ 217
Enable Voicemail Integration ............................................................................................................... 219
Example Voicemail Configuration ................................................................................................................... 220
Enable Multiple Registrations .............................................................................................................. 221
Example Multiple Registration Configuration .................................................................................................. 223
Use Hoteling ........................................................................................................................................ 225
Example Hoteling Configuration ..................................................................................................................... 225
Configure SIP-B Automatic Call Distribution........................................................................................ 226
Example SIP-B Automatic Call Distribution Configuration .............................................................................. 227
Configure Feature-Synchronized Automatic Call Distribution (ACD) .................................................. 229
Example Feature Synchronized ACD Configuration ....................................................................................... 231
Set Up Server Redundancy ................................................................................................................. 234
DNS SIP Server Name Resolution ...................................................................................................... 235
Behavior When the Primary Server Connection Fails ..................................................................................... 236
Recommended Practices for Fallback Deployments ...................................................................................... 237
Use the Presence Feature ................................................................................................................... 238
Example Presence Configuration ................................................................................................................... 239
Use CMA Presence ............................................................................................................................. 240
Enable Access URL in SIP Messages ................................................................................................. 240
Example Access URL in SIP Messages Configuration ................................................................................... 243
Configuring the Static DNS Cache ...................................................................................................... 243
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Example Static DNS Cache Configuration ...................................................................................................... 244
Displaying SIP Header Warnings ........................................................................................................ 247
Example Display of Warnings from SIP Headers Configuration ..................................................................... 248
Quick Setup of Polycom Phones ......................................................................................................... 249
Example Quick Setup Configuration ............................................................................................................... 250
Provisional Polling of Polycom Phones ............................................................................................... 251
Example Provisional Polling Configuration ..................................................................................................... 252
Configure Polycom BroadSoft UC-One Application ............................................................................ 252
Example BroadSoft UC-One Configuration .................................................................................................... 254
Set Up Microsoft Lync Server 2010 and 2013 ..................................................................................... 254
Example Configuration: Setting the Base Profile to Lync ................................................................................ 256
Enable Polycom Desktop Connector Integration ................................................................................. 258
Example PDC Configuration ................................................................ ........................................................... 260
Enable Microsoft Exchange Calendar Integration ............................................................................... 261
Example Exchange Calendar Configuration ................................................................................................... 262
Set Up Phone Audio Features .............................................................................................. 264
Customize Audio Sound Effects .......................................................................................................... 265
Example Configuration ................................................................................................................................... 266
Context Sensitive Volume Control ....................................................................................................... 266
Voice Activity Detection ....................................................................................................................... 267
Generate Dual Tone Multi-Frequency (DTMF) Tones ......................................................................... 267
DTMF Event RTP Payload................................................................................................................... 268
Acoustic Echo Cancellation ................................................................................................................. 268
Audio Codecs ....................................................................................................................................... 269
IP Type-of-Service ............................................................................................................................... 272
IEEE 802.1p/Q ..................................................................................................................................... 273
Voice Quality Monitoring (VQMon) ...................................................................................................... 273
Audible Ringer Location ....................................................................................................................... 274
Bluetooth Headset Support .................................................................................................................. 274
Built-In Audio Processing Features ..................................................................................................... 275
Automatic Gain Control ................................................................................................................................... 275
Background Noise Suppression ..................................................................................................................... 275
Comfort Noise Fill ........................................................................................................................................... 275
Dynamic Noise Reduction .............................................................................................................................. 275
Jitter Buffer and Packet Error Concealment ................................................................................................... 276
Low-Delay Audio Packet Transmission .......................................................................................................... 276
Set Up Phone Video Features .............................................................................................. 277
Video Transmission ............................................................................................................................. 277
Video Codecs ....................................................................................................................................... 279
H.323 Protocol ..................................................................................................................................... 280
Supported Video Standards ............................................................................................................................ 281
Supported Polycom Interoperability ................................................................................................................ 282
Use the H.323 Protocol ................................................................................................................................... 283
Switching Between Voice and Video During Calls .............................................................................. 286
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Set Up User and Phone Security Features .......................................................................... 287
Local User and Administrator Passwords ............................................................................................ 288
Disable External Ports and Features ................................................................................................... 288
Example Configuration ................................................................................................................................... 291
Set Visual Security Classification ........................................................................................................ 291
Modify Security Classification Level ................................................................................................................ 292
Example Configuration ................................................................................................................................... 294
Incoming Signaling Validation .............................................................................................................. 294
Configuration File Encryption ............................................................................................................... 295
Digital Certificates ................................................................................................................................ 295
Generate a Certificate Signing Request .............................................................................................. 297
Configure TLS Profiles ......................................................................................................................... 298
Download Certificates to a Polycom Phone .................................................................................................... 300
Set TLS Profiles .............................................................................................................................................. 300
Support Mutual TLS Authentication ..................................................................................................... 301
Configurable TLS Cipher Suites .......................................................................................................... 302
Secure Real-Time Transport Protocol ................................................................................................. 303
Lock the Phone .................................................................................................................................... 305
Secondary Port Link Status Report ..................................................................................................... 307
Support 802.1X Authentication ............................................................................................................ 308
Set User Profiles .................................................................................................................................. 309
Troubleshoot Your Polycom Phones................................................................................... 315
Understand Error Message Types ....................................................................................................... 315
Updater Error Messages ................................................................................................................................. 316
Polycom UC Software Error Messages .......................................................................................................... 316
Status Menu ......................................................................................................................................... 319
Log Files............................................................................................................................................... 319
Reading a Boot Log File ................................................................................................................................. 322
Reading an Application Log File ..................................................................................................................... 323
Reading a Syslog File ..................................................................................................................................... 324
Manage the Phone’s Memory Resources ............................................................................................ 324
Identify Symptoms .......................................................................................................................................... 324
Check the Phone’s Available Memory ............................................................................................................ 325
Manage the Phone Features .......................................................................................................................... 326
Test Phone Hardware .......................................................................................................................... 327
Upload a Phone’s Configuration .......................................................................................................... 328
Network Diagnostics ............................................................................................................................ 328
Ports Used on Polycom Phones .......................................................................................................... 328
Power and Startup Issues .................................................................................................................... 329
Dial Pad Issues .................................................................................................................................... 330
Screen and System Access Issues ..................................................................................................... 331
Calling Issues ....................................................................................................................................... 331
Display Issues ...................................................................................................................................... 332
Audio Issues ........................................................................................................................................ 333
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Licensed Feature Issues ...................................................................................................................... 333
Upgrading Issues ................................................................................................................................. 334
SoundStation Duo Failover Issues ...................................................................................................... 336
Miscellaneous Maintenance Tasks ...................................................................................... 337
Trusted Certificate Authority List .......................................................................................................... 337
Encrypt Configuration Files .................................................................................................................. 339
Polycom UC Software Dependencies .................................................................................................. 341
Supported VVX 1500 and CMA Server Interoperability ....................................................................... 342
Multiple Key Combinations .................................................................................................................. 342
Reboot the Phone ........................................................................................................................................... 342
Reset to Factory Defaults ............................................................................................................................... 343
Update Log Files............................................................................................................................................. 344
Set the Base Profile ........................................................................................................................................ 344
Default Feature Key Layouts ............................................................................................................... 344
SoundPoint IP 321/331/335 ............................................................................................................................ 346
SoundPoint IP 450 .......................................................................................................................................... 348
SoundPoint IP 550/560/650 ............................................................................................................................ 349
SoundStation IP 5000 ..................................................................................................................................... 350
SoundStation IP 6000 ..................................................................................................................................... 351
SoundStation Duo........................................................................................................................................... 352
VVX 400 and 410............................................................................................................................................ 356
VVX 500 ......................................................................................................................................................... 358
VVX 600 ......................................................................................................................................................... 359
VVX 1500 ....................................................................................................................................................... 360
Internal Key Functions ......................................................................................................................... 361
Assign a VLAN ID Using DHCP ........................................................................................................... 365
Parse Vendor ID Information ............................................................................................................... 366
Product, Model, and Part Number Mapping ........................................................................................ 367
Disable the PC Ethernet Port ............................................................................................................... 369
Capture the Phone’s Current Screen ................................................................................................... 369
LLDP and Supported TLVs .................................................................................................................. 370
Supported TLVs .............................................................................................................................................. 371
Configuration Parameters .................................................................................................... 377
<acd/> .................................................................................................................................................. 380
<apps/> ................................................................................................................................................ 380
<attendant> .......................................................................................................................................... 383
<bg/> .................................................................................................................................................... 385
<bitmap/> ............................................................................................................................................. 385
<bluetooth/> ......................................................................................................................................... 386
<call/>................................................................................................................................................... 386
<callLists/> ........................................................................................................................................... 391
<device/>.............................................................................................................................................. 392
<diags/> ............................................................................................................................................... 400
<dialplan/> ........................................................................................................................................... 401
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<dir> ..................................................................................................................................................... 405
<broadsoft/> ................................................................................................................................................... 405
<local/> ........................................................................................................................................................... 406
<corp/> ........................................................................................................................................................... 406
<divert/> ............................................................................................................................................... 409
<dns/> .................................................................................................................................................. 410
DNS-A ............................................................................................................................................................ 410
DNS-NAPTR ................................................................................................................................................... 410
DNS-SRV ....................................................................................................................................................... 411
<efk/> ................................................................................................................................................... 412
<exchange/> ........................................................................................................................................ 414
<feature/> ............................................................................................................................................. 414
<font/> .................................................................................................................................................. 417
<hoteling/> ........................................................................................................................................... 419
<httpd/> ................................................................................................................................................ 419
<homeScreen/> ................................................................................................................................... 420
<key/> .................................................................................................................................................. 420
<keyboard/> ......................................................................................................................................... 422
<lcl/> ..................................................................................................................................................... 423
<ml/> ............................................................................................................................................................... 423
<datetime/> ..................................................................................................................................................... 425
SoundStation Duo Localization Preferences .................................................................................................. 426
<license/> ............................................................................................................................................. 427
<lineKey/> ............................................................................................................................................ 428
<loc/> ................................................................................................................................................... 429
<log/> ................................................................................................................................................... 430
<level/> <change/>and<render/> .................................................................................................................... 431
<sched/> ......................................................................................................................................................... 432
<mb/> ................................................................................................................................................... 433
<msg/> ................................................................................................................................................. 434
<mwi/>.................................................................................................................................................. 435
<nat/> ................................................................................................................................................... 436
<phoneLock/> ...................................................................................................................................... 436
<powerSaving/> ................................................................................................................................... 437
<pres/> ................................................................................................................................................. 439
<prov/> ................................................................................................................................................. 439
<pstn/> ................................................................................................................................................. 442
<ptt/> .................................................................................................................................................... 442
<qos/> .................................................................................................................................................. 444
<reg/> ................................................................................................................................................... 445
<request/> ............................................................................................................................................ 455
<roaming_buddies/> ............................................................................................................................ 456
<roaming_privacy/> ............................................................................................................................. 456
<saf/> ................................................................................................................................................... 456
<se/> .................................................................................................................................................... 458
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<pat/> ............................................................................................................................................................. 458
<rt/> ................................ ................................................................ ................................................................ 462
<sec/> .................................................................................................................................................. 464
<encryption/> .................................................................................................................................................. 464
<pwd/><length/> ............................................................................................................................................. 465
<srtp/> ............................................................................................................................................................ 466
<H235/> .......................................................................................................................................................... 468
<dot1x><eapollogoff/> .................................................................................................................................... 468
<hostmovedetect/> ......................................................................................................................................... 469
<TLS/> ............................................................................................................................................................ 469
<softkey/> ............................................................................................................................................ 472
<tcpIpApp/> .......................................................................................................................................... 475
<dhcp/> ........................................................................................................................................................... 475
<dns/> ............................................................................................................................................................. 475
<ice/> .............................................................................................................................................................. 476
<sntp/> ............................................................................................................................................................ 477
<port/><rtp/> ................................ ................................................................ ................................................... 479
<keepalive/> ................................................................................................................................................... 479
<fileTransfer/> ................................................................................................................................................ 480
<tones/> ............................................................................................................................................... 481
<DTMF/> ........................................................................................................................................................ 481
<chord/> ......................................................................................................................................................... 482
<up/> .................................................................................................................................................... 483
<upgrade/> ........................................................................................................................................... 487
<video/> ............................................................................................................................................... 487
<camera/> ...................................................................................................................................................... 490
<codecs/> ....................................................................................................................................................... 490
<localCameraView/> ....................................................................................................................................... 494
<voice/>................................................................................................................................................ 495
<codecPref/> .................................................................................................................................................. 495
<volume/> ................................................................................................................................ ....................... 497
<vad/> ............................................................................................................................................................. 498
<quality monitoring/> ...................................................................................................................................... 498
<rxQoS/> ........................................................................................................................................................ 500
<voIpProt/> .......................................................................................................................................... 501
<server/> ........................................................................................................................................................ 501
<SDP/> ........................................................................................................................................................... 504
<SIP/> ............................................................................................................................................................. 505
<H323/> .......................................................................................................................................................... 513
<webutility/> ......................................................................................................................................... 514
<xmpp/> .......................................................................................................................................................... 514
Session Initiation Protocol (SIP) .......................................................................................... 516
RFC and Internet Draft Support ........................................................................................................... 516
Request Support ............................................................................................................................................. 517
Header Support .............................................................................................................................................. 518
Response Support .......................................................................................................................................... 521
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Hold Implementation ....................................................................................................................................... 525
Reliability of Provisional Responses ............................................................................................................... 525
Transfer .......................................................................................................................................................... 525
Third Party Call Control .................................................................................................................................. 525
SIP for Instant Messaging and Presence Leveraging Extensions .................................................................. 526
Shared Call Appearance Signaling ................................................................................................................. 526
Bridged Line Appearance Signaling ................................................................................................................ 526
Polycom UC Software Menu System ................................................................................... 527
Third-Party Software ............................................................................................................. 533
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Name
Icon
Description
Note
The Note icon highlights information of interest or important information needed to be successful in accomplishing a procedure or to understand a concept.
Administrator Tip
The Administrator Tip icon highlights techniques, shortcuts, or productivity related tips.
Caution
The Caution icon highlights information you need to know to avoid a hazard that could potentially impact device performance, application functionality, or successful feature configuration.
Warning
The Warning icon highlights an action you must perform (or avoid) to prevent issues that may cause you to lose information or your configuration setup, and/or affect phone or network performance.
Web Info
The Web Info icon highlights supplementary information available online such as documents or downloads on support.polycom.com or other locations.
Timesaver
The Timesaver icon highlights a faster or alternative method for accomplishing a method or operation.
Power Tip
The Power Tip icon highlights faster, alternative procedures for advanced administrators already familiar with the techniques being discussed.
Troubleshooting
The Troubleshooting icon highlights information that may help you solve a relevant problem or to refer you to other relevant troubleshooting resources.
Settings
The Settings icon highlights settings you may need to choose for a specific behavior, to enable a specific feature, or to access customization options.

Conventions Used in Polycom Guides

Polycom guides contains graphical elements and a few typographic conventions. Familiarizing yourself with these elements and conventions will help you successfully perform tasks.

Information Elements

Polycom guides may include any of the following icons to alert you to important information.
Icons Used in Polycom Guides
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Convention
Description
Bold
Highlights interface items such as menus, menu selections, window and dialog names, soft keys, file names, and directory names when they are involved in a procedure or user action. Also used to highlight text to be entered or typed.
Italics
Used to emphasize text, to show example values or inputs (in this form: <example>), and to show titles of reference documents available from the Polycom Support Web site and other reference sites.
Blue Text
Used for cross references to other sections within this document and for hyperlinks to external sites and documents.
Courier
Used for code fragments and parameter names.
Convention
Description
<MACaddress>
Indicates that you must enter information specific to your installation, phone, or network. For example, when you see <MACaddress>, enter your phone’s 12-digit MAC address. If you see <installed-directory>, enter the path to your installation directory.
>
Indicates that you need to select an item from a menu. For example, Settings > Basic indicates that you need to select Basic from the Settings menu.
parameter.*
Used for configuration parameters. If you see a parameter name in the form parameter.* , the text is referring to all parameters beginning with parameter. See Read the Feature Parameter Tables for an example.

Typographic Conventions

A few typographic conventions, listed next, are used in Polycom guides to distinguish types of in-text information.
Typographic Conventions

Writing Conventions

This guide also uses a few writing conventions to distinguish conditional information.
Writing Conventions
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Before You Begin

The Polycom® UC Software Administrator’s Guide provides instructions for installing, provisioning, and administering Polycom phones. This guide helps you understand the Polycom VoIP network and telephony components, provides descriptions of all available phone features, and helps you perform the following tasks:
● Install and configure your phone on a network server or Web server
● Configure your phone’s features and functions
● Configure your phone’s user settings
● Troubleshoot common phone issues

Audience, Purpose, and Required Skills

System administrators and network engineers should read this guide to learn how properly to set up Polycom phones. This guide describes administration-level tasks and is not intended for end users.
Before reading this guide, you should be familiar with the following:
● Computer networking and driver administration for your operating system
● An XML editor
● The XML-based configuration file format used for the Polycom UC Software

Frequently Asked Questions

Refer to the frequently asked questions (FAQs) to help answer questions you may have about the solution before you begin.
What is the default user name, user password, and admin password?
The default user name, user password, and admin password are as follows:
● User name Polycom (case sensitive)
● User password 123
● Admin password 456
How do I find the IP address of my phone?
Locating the IP address of a phone varies by phone model:
● VVX phones Home > Settings > Status > Network >TCP/IP Parameters.
● SoundPoint IP Menu > Status > Network >TCP/IP Parameters.
How do I know which Polycom UC Software version(s) my phones support?
All Polycom UC Software versions available for SoundPoint IP and SoundStation phones are listed on the
Polycom UC Software Release Matrix for SoundPoint IP and SoundStation IP Phones.
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All Polycom UC Software versions available for VVX and SoundStructure phones are listed on the
Polycom UC Software Release Matrix for VVX Phones and SoundStructure.
How do I change the language that displays on my phone? To change the language your phone displays, go to Menu /Home > Settings > Basic > Preferences >
Language and choose from the languages listed.

What’s New in Polycom UC Software 5.1.0?

Polycom UC Software 5.1.0 includes the following new or enhanced features:
● Remote packet capture for remote logging
● Persistent mute
● Expansion modules for VVX phones
● Smart paging feature for the Polycom VVX Expansion Modules
● Security update with Microsoft Lync Server – Web Configuration Utility disabled
● Enhanced presence with Microsoft Lync Server
● Automatic root certificate using Lightweight Directory Access Protocol (LDAP) with Microsoft Lync
Server
● Data Center Resiliency with Microsoft Lync Server
● PIN Authentication for the SoundStructure card.
● Centralized call recording with BroadSoft BroadWorks r20 Server
● Visual indication of security classification with BroadSoft BroadWorks r20 Server
● Disable external ports and features with BroadSoft BroadWorks r20 Server

Recommended Software Tools

Polycom recommends that you use an XML editor—such as XML Notepad—to create and edit configuration files. In this way, all configuration files that you create will be valid XML files.
If the configuration files are not valid XML, they will not load on the handset and an error message will be logged to the provisioning server.

Read the Feature Parameter Tables

Each of the feature descriptions discussed in Configure the Phone Features includes a table of parameters that you configure to make the features work. This brief section explains the conventions used in the feature parameter tables. Polycom strongly recommends gaining familiarity with these conventions in order to read the tables and successfully perform configuration changes.
The feature parameter tables indicate one or more of three provisioning methods you can use to configure a feature: a centralized provisioning server, the Web Configuration Utility, or the local phone user interface. Note that the types of provisioning methods available for each feature varies; not every feature uses all three methods.
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The central provisioning server method requires you to configure parameters located in template configuration files that Polycom provides in XML format. The following illustration shows you how to use the parameter tables to locate the template name and the name of the parameter you configure to get the phone features working.
Feature Parameter Table Format
To quickly locate a specific parameter, locate and open the template name indicated. Then, use the parameter name to navigate the folders in the XML tree structure. The parameter name contains the XML folder path. The two following examples explain this convention in more detail.

Example One: Feature Parameter Tables

The example shown next is taken from the section Enable Multiple Call Appearances in the Configuration
Methods section.
Feature Parameter Table for Multiple Call Appearances
This example indicates that the reg-basic.cfg template file contains the calls.callsPerLineKey parameter, which sets the number of concurrent calls for a phone’s line keys. Because the default value varies by device, click on the blue parameter name to go to the parameter description, which includes default and permissible values. If you want to change the parameter value, locate and open the reg.basic template, expand the reg folder, and locate the parameter calls.callsPerLineKey. Set the parameter value to a permissible number, as shown in the following illustration.
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Tip: Each Parameter Is Linked
Each parameter listed in the tables in various sections is linked to its definition in the section
Configuration Parameters. This section defines each parameter and list the permissible values,
including the default value, of each parameter. If you want to find out more about a parameter you see listed in the tables, click the blue parameter name.
Example Multiple Call Appearances
Note that some of the file paths in the templates are long and you may have to expand several folders in the XML tree structure to locate a specific parameter.
Note also that some feature parameters are located in more than one template file. In these cases, the parameter tables will list all related template files.

Example Two: Configuring Grouped Parameters

Some of the features have several related parameters that you will need to configure to get the feature working. In these cases, instead of listing every parameter, the table will specify a group of related parameters with an abbreviated XML path name ending with (.*), which indicates you can configure a group of related parameters.
Abbreviated XML paths, like full parameter names, are linked to their definitions in the reference sections in the section Configuration Parameters. Specifically, since the reference sections lists parameters
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alphabetically, abbreviated XML path are linked to the first of a group of parameters listed alphabetically in the reference section. The next example shows you that in the site.cfg template, the tcpIpApp.sntp folder contains several related parameters that configure basic SNTP settings.
Feature Parameter Table for Time and Date SNTP Settings
This example indicates that there is a group of SNTP parameters you can configure in the site.cfg template file. The abbreviated parameter name tcpIpApp.sntp.* indicates that you can configure parameters in the tcpIpApp.sntp folder as well as parameters in tcpIpApp.sntp subfolders.
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Tip: Using an XML Editor
Polycom recommends using an XML editor such as XML Notepad 2007 to open and edit the configuration template files.
To locate these parameters in the XML file, use the parameter name. The parameter name contains the XML folder path, as shown in the following illustration.
Locating Parameters in the Templates
In cases where the feature has several related parameters, you may find it helpful to refer to the parameter reference section in the section Polycom UC Software Menu System for a definition of each parameter. All parameter names, including abbreviated names, are linked to the parameter reference section - simply click on the parameter name.
This section has shown you how to read the configuration parameter tables so that you can locate the parameters in the XML template file.
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Get Help

For more information about installing, configuring, and administering Polycom products, refer to Documents and Downloads at Polycom Support.

Polycom Support

If you are looking for help or technical support for your phones, the following types of documents are available at the Polycom Support Center:
● Quick Start Guides, which describe how to assemble phones
● Quick User Guides, which describe the basic phone features
● User Guides, which describe both basic and advanced phone features
● Web Applications Developer’s Guide, which provides guidance in the development of applications
that run on your phone’s Web browser or microbrowser
● Feature Description and Technical Notifications, such as Technical Bulletins and Quick Tips, that
describe workarounds to existing issues and provide expanded descriptions and examples
● Release Notes, which describe the new and changed features and fixed problems in the latest
version of the software
You can find Request for Comments (RFC) documents by entering the RFC number at
http://www.ietf.org/rfc.html.
For other references, look for the Web Info icon throughout this Administrator’s Guide.

Polycom and Partner Resources

To find all Polycom partner solutions documentation, see Strategic Global Partner Solutions.

The Polycom Community

The Polycom Community gives you access to the latest developer and support information. Participate in discussion forums to share ideas and solve problems with your colleagues. To register with the Polycom Community, simply create a Polycom online account. When logged in, you can access Polycom support personnel and participate in developer and support forums to find the latest information on hardware, software, and partner solutions topics.
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For support or service, please contact your Polycom reseller or visit support.polycom.com for software downloads, product documents, product licenses, troubleshooting tips, service requests, and more.
We are constantly working to improve the quality of our documentation, and we would appreciate your feedback. Please send email to VoiceDocumentationFeedback@polycom.com.
Polycom recommends that you record the phone model numbers, software (both the Updater and UC Software), and partner platform for future reference.
Phone models: Updater version: UC Software version: Partner Platform:
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Web Info: Support for Polycom Phones
You can find all documentation for all Polycom phones on the Polycom Support site. Choose your phone model for specific documentation. For more information, contact your Polycom distributer.

Welcome to the Polycom UC Software Family of Phones

This section introduces the family of Polycom® phones including:
● SoundPoint IP Desktop Phones
● SoundStation IP Conference Phones
● VVX Business Media Phones
● VVX Expansion Modules
● SoundStructure VoIP Interface
Note that Polycom UC Software 5.1.0 supports the following Polycom® products:
● Polycom
● Polycom
● Polycom
● Polycom
● Polycom
● Polycom
● Polycom
®
VVX® 300, 310 business media phones
®
VVX® 400, 410 business media phones
®
VVX® 500, 600 business media phones
®
VVX® 1500 business media phone
®
VVX® Camera
®
VVX® Expansion Modules
®
SoundStructure® VoIP Interface
The Polycom family of phones provides a powerful, yet flexible IP communications solution for Ethernet TCP/IP networks. Not only do the phones deliver excellent voice quality, but also come with a high­resolution graphic display screen for call information, multiple languages, directory access, and system status. The phones can also support advanced functionality, including multiple call and flexible line appearances, HTTPS secure provisioning, presence, custom ringtones, and local conferencing.
From an administrator’s perspective, the phones are endpoints in an overall network topology designed to
interoperate with other compatible equipment including application servers, media servers, internet­working gateways, voice bridges, and other endpoints.

The Polycom UC Software Family of Phones

This section provides you with a graphic view of the Polycom family of phones.
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SoundPoint IP 321, 331, and 335
SoundPoint IP 450
SoundPoint IP 550 and 560
SoundPoint IP 650
SoundStation IP Conference Phones
Polycom currently supports the following conference phones. Note that Polycom UC Software 5.x.x does not support SoundStation IP phones.
SoundStation IP 5000
SoundStation IP 6000

SoundPoint IP Desktop Phones

Polycom currently supports the following desktop phones. Note that Polycom UC Software 5.x.x does not support SoundPoint IP desktop phones.
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SoundStation 7000
SoundStation Duo
VVX Business Media Phones
Polycom UC Software 5.1.0 supports the following VVX business media phones.
VVX 300, 310
VVX 400, 410
VVX 500
VVX 600
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VVX 1500
Expansion Module - LCD Color
Expansion Module - Paper

VVX Expansion Modules

Polycom 5.1.0 supports the following expansion modules for the VVX business media phones.
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SoundStructure VoIP Interface

SoundStructure VoIP Interface
The SoundStructure VoIP Interface is a plug-in card for SoundStructure products that adds SIP telephony to any SoundStructure system. SoundStructure products are used for installed-room audio and video conferencing applications. Polycom UC Software 5.1 supports use of the SoundStructure VoIP Interface.

Key Features of Your Polycom Phones

Polycom phones running Polycom UC Software include the following key features:
● Award winning sound quality with a full-duplex speakerphone or conference phone
Permits natural, high-quality, two-way conversations Uses Polycom industry leading Acoustic Clarity Technology Most phone models support Polycom HDVoice™ Technology Polycom phones support sidetone. Sidetone is the sound of a speaker’s own voice fed back to
the receiver, enabling the speaker to hear their own voice instead of silence and adjust the volume of their speaking voice. Sidetone helps to let speakers know that the call is connected.
● Easy-to-use
An easy transition from traditional PBX systems into the world of IP Communications Up to 18 dedicated hard keys for access to commonly used features Up to four context-sensitive soft keys for further menu-driven activities
● Platform independent
Supports multiple protocols and platforms enabling standardization of one phone for multiple
locations, systems, and vendors
● Faster Boot Time The time between phone reboot and obtaining a dial tone has been noticeably reduced.
● Field upgradeable
Upgrade phones as standards develop and protocols evolve Extends the life of the phone to protect your investment Application flexibility for call management and new telephony applications
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● Large liquid-crystal display LCD screen
Easy-to-use, easily readable, and intuitive interface Support of rich application content, including multiple call appearances, presence and instant
messaging, and XML services
SoundPoint IP 321/331/335 102 x 23 pixel graphical LCD SoundPoint IP 450 256 x 116 pixel graphical grayscale LCD (supports Asian characters) SoundPoint IP 550/560/650 320 x 160 pixel graphical grayscale LCD (supports Asian
characters)
SoundPoint IP 670 320 x 160 pixel color LCD SoundStation IP 5000, 600, Duo 248 x 68 pixel graphical LCD SoundStation IP 7000 255 x 128 graphical LCD VVX 1500 800 x 480 pixel graphical color touch screen LCD VVX 300, 310 208 x 104 pixel grayscale graphical LCD VVX 400, 410 320 x 240 pixel graphical LCD VVX 500 320 x 240 pixel graphical color touch-screen LCD VVX 600 480 x 272 pixel graphical color touch-screen LCD VVX LCD Expansion Module 272 x 480 pixel screen size LCD
● Dual auto-sensing 10/100/1000baseT Ethernet ports on certain Polycom phones
Leverages existing infrastructure investment No re-wiring with existing CAT 5 cabling Simplifies installation 1000baseT is supported by the SoundPoint IP 560, VVX 1500, and the SoundStructure VoIP
Interface.
● Power over Ethernet (PoE) port or Power Pack option Built-in IEEE 802.3af PoE port on the SoundPoint IP 320/321/330/331/335, 450, 550, 560, and
650, the SoundStation IP 5000, 6000, Duo, and VVX 300, 310, 400, 410, 500, 600, and 1500 (auto-sensing)
Unused pairs on Ethernet port are used to deliver power to the phone via a wall adapter,
meaning fewer wires on your desktop (for the SoundStation IP 6000 conference phones)
● Multiple language support on most phones Set on-screen language to your preference. Select from Arabic, Chinese (Simplified and
Traditional), Danish, Dutch, English (Canada, United Kingdom, and United States), French, German, Italian, Japanese, Korean, Norwegian, Polish, Portuguese (Brazilian), Russian, Slovenian, Spanish (International), and Swedish.
Note that Japanese and Korean are not supported on the SoundPoint IP 321, 331, or 335 phones.
● Web browser Supports a subset of XHTML constructs that run like any other Web browser
● Browser on the Polycom VVX 500, 600, and 1500 phones
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Note: Phones Supported by Polycom UC Software 4.0.x Only
The SoundPoint IP 670, and SoundStation IP 6000 and 7000 phones are considered legacy phones and are supported and updated only with Polycom UC Software 4.0.x. These phone models will not be supported beyond Polycom UC Software 4.0.x. For information, see the Polycom UC Software
4.0.1 Administrator's Guide.
Supports XHTML 1.1 constructs, HTML 4.01, JavaScript, CCS 2.1, and SVG 1.1 (partial
support)
● XML status/control API
Ability to poll phones for call status and device information Ability to receive telephony notification events
UC Software
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