Polycom 6020, 6000 User Manual

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SpectraLink 6020 Wireless Telephone

Handset Administration Tool

Administration Guide

SpectraLink 6000 System

January 2008 Edition 1725-36094-001 Version C

SpectraLink 6020 Wireless Telephone: HAT: Administration Guide: SpectraLink 6000 System

Trademark Information

Polycom® and the logo designs SpectraLink® LinkPlus Link NetLink SVP Are trademarks and registered trademarks of Polycom, Inc. in the United States of America and various countries. All other trademarks used herein are the property of their respective owners.

Patent Information

The accompanying product is protected by one or more US and foreign patents and/or pending patent applications held by Polycom, Inc.

No part of this manual, or the software described herein, may be reproduced or transmitted in any form or by any means, or translated into another language or format, in whole or in part, without the express written permission of Polycom, Inc.

Do not remove (or allow any third party to remove) any product identification, copyright or other notices.

Every effort has been made to ensure that the information in this document is accurate. Polycom, Inc. is not responsible for printing or clerical errors. Information in this document is subject to change without notice and does not represent a commitment on the part of Polycom, Inc.

Notice

Polycom, Inc. has prepared this document for use by Polycom personnel and customers. The drawings and specifications contained herein are the property of Polycom and shall be neither reproduced in whole or in part without the prior written approval of Polycom, nor be implied to grant any license to make, use, or sell equipment manufactured in accordance herewith.

Polycom reserves the right to make changes in specifications and other information contained in this document without prior notice, and the reader should in all cases consult Polycom to determine whether any such changes have been made.

No representation or other affirmation of fact contained in this document including but not limited to statements regarding capacity, response-time performance, suitability for use, or performance of products described herein shall be deemed to be a warranty by Polycom for any purpose, or give rise to any liability of Polycom whatsoever.

Contact Information

Please contact your Polycom Authorized Reseller for assistance.

Polycom, Inc. 4750 Willow Road, Pleasanton, CA 94588

http://www.polycom.com

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About This Document

This document explains the configuration and administration of the SpectraLink 6020 Wireless Telephone (the handset) using the Handset Administration Tool, a software utility developed by Polycom for this purpose. SpectraLink 6020 Wireless Telephones are supported on SpectraLink 6000 Systems (WTS) using the SpectraLink 6100 Master Control Unit (MCU) or the SpectraLink 6300 MCU. MCU versions prior to the Mod-3 (M3) MCU are not supported.

Polycom Model Numbers

This document covers the following registered model numbers:

Link 602X, PC232

Customer Support Hotline

Polycom wants you to have a successful installation. If you have questions please contact the Customer Support Hotline at 800-775-5330. The hotline is open Monday through Friday, 6 a.m. to 6 p.m. Mountain time.

Icons and Conventions

This manual uses the following icons and conventions.

Caution! Follow these instructions carefully to avoid danger.

Note these instructions carefully.

Label

This typeface indicates a key, label, or button on SpectraLink hardware.

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Contents

0 About This Document ................................................................3

1 Configuration Overview............................................................7

Polycom Model Numbers..................................................................3

Related Documents.............................................................................3

Customer Support Hotline ................................................................4

Icons and Conventions.......................................................................4

2 Standby Menus ........................................................................9

Default Settings .................................................................................10

3 Handset Administration Tool Installation..................................11

Installing the USB Driver.................................................................11

Install the Handset Administration Tool.......................................17

4 Using the Handset Administration Tool ....................................19

Connecting the Handset...................................................................20

Password Configuration ..................................................................23

Error Information..............................................................................24

Software Updates..............................................................................25

Version................................................................................................27

5 Site-Programmed Telephony Features......................................29

6 Software Maintenance............................................................31

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Configuration Overview

Configuration of the SpectraLink 6020 Wireless Telephone requires several preliminary steps. The MCU must be programmed for system feature activation as detailed in SpectraLink 6100 MCU: Installation and Operation or SpectraLink 6300 MCU: Operator’s Console, depending on which type of system is installed in the facility.

The handsets are shipped from the factory with correct software code. If updates are available, they may be downloaded from the Polycom website http://www.spectralink.com/softwareUpdates Customer Service for information about updates and downloads.

Code updates are loaded into the handset through the Dual Charger. This device has a USB port beside the power jack to connect it with a PC. The Handset Administration Tool is a software utility that is installed on the PC and enables the software downloads and handset configuration. This utility may be downloaded from the Polycom website. It is also provided on the Polycom Installation Manuals CD.

. Contact

These steps summarize the sequence for configuring handsets on a new SpectraLink 6000 System. The following sections describe these steps in detail.

1. Configure the MCU for feature access per above references.

2. Download any available SpectraLink 6020 Wireless Telephone

software updates to a PC running Windows 2000 or Windows XP with a USB port.

3. Download the USB driver and the Handset Administration Tool.

4. Set up the Dual Charger for the SpectraLink 6020 Wireless

Telephone and place the handset in the Charger.

5. Install the USB driver software and the Handset Administration

Tool software.

6. Use the

download the updated code to the handset.

7. Remove the handset from the Dual Charger and cycle the power

for the settings to take effect.

8. Record the feature settings for end users via the template

provided for this purpose.

Firmware tab of the Handset Administration Tool to

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Standby Menus

The SpectraLink 6020 Wireless Telephone features a standby menu to configure user preferences and administrative settings, including password protection for the administrative settings. The standby menu is opened by pressing the

Cfg softkey from standby mode.

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SpectraLink 6020 Wireless Telephone: HAT: Administration Guide: SpectraLink 6000 System

Default Settings

One of the options on the handset’s Admin Settings menu is Restore

Defaults

User Profiles

Setting/profile Loud Soft Vibrate Silent Custom

Ring Cadence PBX PBX Off Off PBX

Ring Tone Tone 1 Tone 1 Tone 1 Tone 1 Tone 1

Ring Volume 7 3 1 1 5

Vibrate Cadence Off Off PBX Off PBX

Ring Delay None None None Non e 5 Seconds

Noise Mode Normal Normal Normal Normal Normal

Headset/Speaker Ring Speaker Speaker Speaker Speaker Speaker

Key Tones Enabled Enabled Disabled Disabled Enabled

. The following is a list of the default settings.

Handset Settings

Setting Default

Keypad Autolock Disabled

Language English

Set Extension [blank]

Set User Name [blank] Display Contrast Medium Use Hearing Aid No

Startup Song Play

Admin Settings

Setting Default

Disable Password 123456

Change Password 123456

Restore Defaults n/a

Speakerphone Enabled

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Handset Administration Tool Installation

The Handset Administration Tool is a software utility for downloading software updates to the handset and for configuration of the handset. This utility is installed on a PC with a USB port that can be cabled to the USB port of the Dual Charger. It is designed as a time-saving device for rapid administration and configuration of a number of handsets. Configuration options include:

• Change the password or disable password protection

• Assist troubleshooting by recording error information

• Upgrade handset software

Installing the USB Driver

Necessary components:

• PC running Windows 2000 or Windows XP with a USB port

• Dual Charger for the SpectraLink 6020 Wireless Telephone

• Power supply for the appropriate country or region

• SpectraLink USB cable or comparable cable (with 5-pin “mini-B”

connector)

1. Set up a folder for SpectraLink 6020 Wireless Telephone

configuration on the PC and download the programming software from the Polycom website http://www.spectralink.com/

softwareUpdates

the zip file. The zip file from the website will contain the file.

into this folder. Extract the individual files from

USB.zip

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If retrieving files from the Polycom Installation Manuals CD, the files are available as two separate links on the Administration Software page.

SpectraLink 6020 Wireless Telephone: HAT: Administration Guide: SpectraLink 6000 System

2. Set up a folder for the USB files and extract the two files from the

zip file into this folder. These are named

slnkusb.sys and slnkusb.inf.

The USB driver may be left on the Installation Manuals CD and installed from there if preferred.

3. Place the Dual Charger on a flat, horizontal surface, and plug the

power supply into the Dual Charger and into an appropriate wall outlet. Plug the USB cable into the Dual Charger and into an available USB port on the PC.

4. Power off a SpectraLink 6020 Wireless Telephone and place it in

the Charger. The handset will automatically power up in USB mode.

5. Microsoft Windows will start the

ask if it can connect to the

No, not this time option. Click the Next button.

Windows Update to search for software. Click

Found New Hardware Wizard and

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Handset Administration Tool Installation

6. The next screen prompts you for information about installing the

USB device. Click the click the

Next button

Install from a list or specific location option and

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SpectraLink 6020 Wireless Telephone: HAT: Administration Guide: SpectraLink 6000 System

7. The next screen prompts you for the location. Click the Search for

the best driver in these locations

option.

8. Clear the

Search removable media check box. Select the Include this

location in the search

USB driver files. Click the

check box and browse to the location of the

Next button

The USB driver may be left on the Installation Manuals CD and installed from there if preferred. In this case browse to the USB Driver folder on the CD.

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Handset Administration Tool Installation

9. The Microsoft Wizard will display the following warning

message. The USB software has been fully tested in Polycom’s laboratories and will not harm your system. Click the

Anyway

button.

Continue

10. The Microsoft Wizard will now install the software.

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SpectraLink 6020 Wireless Telephone: HAT: Administration Guide: SpectraLink 6000 System

11. The final screen indicates that the USB driver has been

successfully installed. Click the

Finish button to close the wizard

and proceed with handset configuration.

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Handset Administration Tool Installation

Install the Handset Administration Tool

Note that there is no installer or uninstaller for the Handset Administration Tool since the program does not modify your system or registry. It runs from its current location and stores its settings locally.

1. Navigate to the folder established in step 1 above and click the

HandsetAdmin.exe file to run the utility.

2. Accept the

3. The

HandsetAdmin Setup window allows you to run the program

from its current location or set up

SpectraLink Software License Agreement.

Start Menu shortcuts and/or

move the program to a different folder, if desired.

If you click the

Run From Current Location button, the Handset

Administration Tool will start.

If you click the up shortcuts and, if desired, move the .

Setup…button, another window will help you set

exe file to another location.

Click the new shortcut to open the program.

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Using the Handset Administration Tool

The Handset Administration Tool uses indicators to alert you to the status of the action being performed.

• Green – the adjacent label is “true” and this state is desirable or

required.

• Yellow – the adjacent label is “true” and this state requires caution

or attention. For example, a yellow that the file path will be created. A yellow cautions that the file will be overwritten.

New folder indicator cautions

File exists indicator

• Red – the adjacent label is “true” and this state is undesirable or is

accompanied by an error (in which case a message on the prompt line or a dialog box will describe the nature of the error).

• Gray – the adjacent label is not “true”. E.g. the handset is not

connected.

• Blinking – file status indicators blink yellow when the file status is

being queried but is not yet known (for example: when attempting to access slow drives or unresponsive network devices). File status indicators blink red when the path is invalid (mistyped). The

Handset indicator blinks when the handset’s password needs to be

entered.

A prompt line at the bottom of the window provides information about what action should be taken or the status of the utility.

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SpectraLink 6020 Wireless Telephone: HAT: Administration Guide: SpectraLink 6000 System

Connecting the Handset

1. The first window prompts you to insert a handset into the Dual

Charger. The tab labels describe each of the available functions.

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Using the Handset Administration Tool

2. Insert the handset into the Dual Charger.. When the handset is

inserted for the first time, the password must be entered.

3. Enter the password.

4. The default password is

password check box, the password is retained as the default

123456. If you select the Remember

password for all handsets. Unique passwords for each handset are not remembered.

5. Click the

Submit button

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SpectraLink 6020 Wireless Telephone: HAT: Administration Guide: SpectraLink 6000 System

6. When a connection is established between the program and the

handset, the

Handset connected indicator turns green and Connected

displays on the prompt line. The handset is now ready for configuration.

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Password Configuration

In order to change a password, the existing password must be entered. Then the new password may be entered and confirmed. If

Enable password check box is cleared, no password will be required

the to access

A password may be up to 18 characters.

Admin Settings in the handset’s standby menu.

Using the Handset Administration Tool

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SpectraLink 6020 Wireless Telephone: HAT: Administration Guide: SpectraLink 6000 System

The following table illustrates how numbers and letters are entered on the handset’s keypad. The

CAPS/caps softkey toggles to allow both

upper and lowercase letters.

Key caps CAPS

1 2 3 4 5 6 7 8 9 0

1 2 a b c 2 A B C 3 d e f 3 D E F 4 g h I 4 G H I 5 j k l 5 J K L 6 m n o 6 M N O 7 p q r s 7 P Q R S 8 t u v 8 T U V 9 w x y 9 W X Y 0 0 * . ! $ % & ‘ ( ) + , : ; / \ = @ ~ <space>

Error Information

The Error info tab provides a utility to assist the Polycom Customer Service team to troubleshoot handset errors. When directed by Customer Service, this utility enables you to save any errors as a file which can then be sent to Polycom for handling.

Use the filename. Future saves will point to this same location as the default so that the same file may be overwritten if desired. The window displays the modification timestamp of the file in the

Save…as window.

Save the file by clicking the the handset to the location. The action as it occurs. File transfer progress is shown by a progress indicator above the prompt line.

Browse button to establish the path and then enter the

File time

Get file button. The file will be copied from

Read/Write indicators will reflect the

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Using the Handset Administration Tool

This sample screen shows a new file being created in an existing folder.

Software Updates

The Firmware tab allows you to update the software in the handset by copying it from a location on your computer to the handset memory.

Download the software update from the Polycom website at

http://www.spectralink.com/softwareUpdates

Extract the purpose.

Use the displays the modification timestamp of the file in the window. The file version and handset version will also display for comparison. Verify that the information indicates that the correct file will be downloaded and then click the copied from the location to the handset. The will reflect the action as it occurs.

Should an the handset is properly seated and that the USB cable is in good condition and connected securely. Contact Customer Service if an error persists.

Browse button to locate the software file. The File time window

pt28c.bin file from the zip to a folder set up for this

Firmware file

Update button. The file will be

Read/Write indicators

Error indication occur, retry the update after ensuring that

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SpectraLink 6020 Wireless Telephone: HAT: Administration Guide: SpectraLink 6000 System

If you are trying to update the software and the file being downloaded is incompatible, an error message will display and the download will stop. Contact Customer Service for help should this situation occur.

Note that the firmware file path, file time, file version and handset version shown in the above example screen are for illustration only.

While a firmware update is in progress, you may open other tabs and the

Handset indicators shown on those screens will inform you of the

status of the update.

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Version

Using the Handset Administration Tool

The Version tab displays the Handset Administration Tool version and the handset’s serial number and firmware version.

Note that versions may differ from those shown on the above display.

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Site-Programmed Telephony Features

Advanced telephony features are programmed onsite according to the features provided by the PBX. The MCU is programmed for system feature activation as detailed in SpectraLink 6100 MCU: Installation and Operation or SpectraLink 6300 MCU: Operator’s Console, depending on which type of system is installed in the facility. During this process, the handset keypad is mapped to the features as described in the LinkPlus Interface Guide that corresponds with the PBX system installed in the facility.

The following table is provided so that the mapping can be recorded here. This same table is also included in the SpectraLink 6020 Wireless

Telephone and Accessories User Guide (72-1201-00) and the SpectraLink 6020 Wireless Telephone Quick Reference Guide (72-1202-00). The table in

the guide may be customized with facility-specific settings either by hand or with the SpectraLink 6020 Wireless Telephone Advanced Features Template (72-1204-01) available on the Polycom Documentation CD or website.

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SpectraLink 6020 Wireless Telephone: HAT: Administration Guide: SpectraLink 6000 System

The template allows you to customize this table in Microsoft Word and print it on stock labels to be affixed to the guide. Open the template, fill in the table and copy/paste it into the remaining cells. Print on stock labels (Avery address label #5168).

Feature Key Press

Transfer FCN + _________

Forward FCN + _________

Conference FCN + _________

Camp on FCN + _________

Redial FCN + _________

Voicemail FCN + _________

Flash FCN + _________

Application

mode _________ FCN + _________ _________ FCN + _________ _________ FCN + _________ _________ FCN + _________ _________ FCN + _________ _________ FCN + _________

FCN + _________

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Software Maintenance

The SpectraLink 6020 Wireless Telephones use proprietary software programs written and maintained by Polycom. The software versions that are running on the handsets can be displayed during power on by holding down the Tool, the version displays under the window.

Obtaining software updates

Polycom Customer Service or an authorized dealer will provide information about software updates and how to obtain the software (for example, downloading updates from a website.)

END button. If using the Handset Administration

Firmware tab in the handset ver

Upgrading handsets via the Handset Administration Tool

See Chapter 4, section Software Updates.

Upgrading handsets via over-the-air downloading (SpectraLink 6300 WTS only)

After software updates are obtained from Polycom, they must be transferred to the SpectraLink 6300 MCU by Polycom Customer Service or an authorized dealer.

With over-the-air downloading (OTAD), the download function in the SpectraLink 6020 Wireless Telephone checks its software version periodically during normal operation. If there is any discrepancy the handset immediately begins to download the update from the MCU. This normally takes less than a minute. During the download, the downloader icon being erased and reprogrammed area of the handset.

When the update is complete, the handset reboots. The handset displays the extension number once it is ready for use.

displays on the status bar. While memory is

Do Not Power Off displays in the text

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SpectraLink 6020 Wireless Telephone: HAT: Administration Guide: SpectraLink 6000 System

Download failure or recovery messages

If the software downloaded from the MCU is incompatible with the handset hardware, the handset displays the incompatible software icon software into memory. It remains operational running the preexisting software and the incompatible software icon remains on until the handset is power cycled and the handset software on the MCU is corrected.

on the status bar. The handset does not load incompatible

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Polycom 6020, 6000 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

About This Document

Polycom Model Numbers

Related Documents

Customer Support Hotline

Icons and Conventions

Configuration Overview

Standby Menus

Default Settings

Handset Administration Tool Installation

Installing the USB Driver

Install the Handset Administration Tool

Using the Handset Administration Tool

Connecting the Handset

Password Configuration

Error Information

Software Updates

Version

Site-Programmed Telephony Features

Software Maintenance