Polycom SpectraLink 8020, SpectraLink 8030, 8030, 802 Series, 803 Series Administration Manual

SpectraLink 8020/8030
Wireless Telephone
Administration Guide
SpectraLink 8000 Telephony Gateway
January 2008 Edition 1725-36030-001 Version B
SpectraLink 8020/8030 Wireless Telephone: Administration Guide for SRP
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.
Copyright Notice
Copyright © 2007, 2008 Polycom, Inc.
All rights reserved under the International and pan-American copyright Conventions.
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
2 1725-36030-001_B.doc
About this Guide
This document explains how to configure and maintain the SpectraLink 8020/8030 Wireless Telephones (handsets) when used with the SpectraLink 8000 Telephony Gateway.
Polycom Model Numbers
This document covers the following model numbers:
802X, 803X
Related Documents
SpectraLink 8000 Telephony Gateway: Administration Guide
(1725-36028-001)
SpectraLink 8000 SVP Server: Administration Guide
(1725-36032-001)
SpectraLink 8020/8030 Wireless Telephones Handset Administration Tool (1725-36039-001)
SpectraLink 8020/8030 Wireless Telephone and Accessories User Guide (1725-36023-001)
Available at http://www.spectralink.com/resources/manuals.jsp
LinkPlus Interface Guide (1725-361xx-001 where xx indicates a number corresponding to the type of PBX) Available at
http://www.spectralink.com/resources/interface_guides.jsp
SpectraLink 8000 System Wireless Telephone WLAN Compatibility List (1725-36040-001)
Access Point Configuration Note (1725-36xxx-001 where xxx indicates a number corresponding to the type of access point.).
.
.
Available at
http://www.spectralink.com/resources/wifi_compatibility.jsp
1725-36030-001_B.doc 3
.
SpectraLink 8020/8030 Wireless Telephone: Administration Guide for SRP
Deploying Enterprise-Grade Wi-Fi Telephony white paper.
Available at
http://www.spectralink.com/resources/white_papers.jsp.
Contacting Polycom
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 Polycom hardware.
4 1725-36030-001_B.doc
Contents
0 About this Guide ......................................................................3
1 SpectraLink 8020/8030 Wireless Telephone Overview..............9
Polycom Model Numbers..................................................................3
Related Documents.............................................................................3
Contacting Polycom............................................................................4
Icons and Conventions.......................................................................4
SpectraLink Voice Priority (SVP) and Quality of Service ............9
SpectraLink 8020/8030 Wireless Telephone Security..................10
Quick Start Overview.......................................................................11
SpectraLink 8020/8030 Wireless Telephone .................................12
SpectraLink 8020/8030 Wireless Telephone Specifications........13
Handset Display................................................................................14
Icons and Indicators....................................................................15
Startup Sequence...............................................................................16
Handset Modes .................................................................................17
Notes on Battery Packs.....................................................................18
2 SpectraLink 8020/8030 Wireless Telephone Configuration.....19
The Admin Menu..............................................................................19
Admin menu................................................................................21
Phone Config ...............................................................................25
1725-36030-001_B.doc 5
Network Config...........................................................................27
Diagnostics...................................................................................32
SpectraLink 8020/8030 Wireless Telephone: Administration Guide for SRP
Restore Defaults ..........................................................................33
Admin Menu Default Table.............................................................34
User-defined Preferences.................................................................36
3 Software License and Protocol Management............................39
Requirements.....................................................................................39
Configuration Process ......................................................................40
4 Testing the Handsets...............................................................43
5 Diagnostic Tools .....................................................................45
Run Site Survey .................................................................................45
Diagnostics Enabled .........................................................................48
Syslog Mode.......................................................................................52
6 Certifying the Handsets...........................................................57
Conducting a Site Survey.................................................................57
7 Software Maintenance............................................................59
8 Troubleshooting......................................................................61
Access Point Problems .....................................................................61
In-range/Out-of-range...............................................................61
Capacity........................................................................................61
Transmission obstructions.........................................................62
Configuration Problems...................................................................62
Infrastructure Problems ...................................................................62
Dial Tone Problems...........................................................................63
Handset Status Messages.................................................................64
6 1725-36030-001_B.doc
Contents
9 Appendix A: Regulatory Domains ...........................................71
10 Index .....................................................................................73
1725-36030-001_B.doc 7
SpectraLink 8020/8030 Wireless Telephone Overview
SpectraLink 8020/8030 Wireless Telephones are mobile handsets for workplace telephone systems. The handset operates over an
802.11a/b/g wireless Ethernet LAN providing users a wireless voice over IP (VoIP) extension. By seamlessly integrating with the SpectraLink 8000 Telephony Gateway and the facility’s telephone system, handset users are provided with high-quality mobile voice communications throughout the workplace. The handset gives users the freedom to roam throughout the workplace while providing all the features and functionality of a desk phone.
1
The handsets reside on the wireless LAN with other wireless devices using direct-sequence spread spectrum (DSSS) radio technology. The handset radio transmits and receives packets at up to 54Mb/s.
All Polycom products use the company’s LinkPlus integration technology to connect with various digital switch platforms. Using LinkPlus technology, handsets emulate digital telephone sets to deliver advanced capabilities such as multiple line appearances and LCD display features. See the LinkPlus Interface Guide for your PBX for information about mapping the PBX features to the handset.
SpectraLink Voice Priority (SVP) and Quality of Service
SVP is the SpectraLink quality of service (QoS) mechanism that is implemented in the handset and access points (APs) to enhance voice quality over the wireless network. SVP gives preference to voice packets over data packets on the wireless medium, increasing the probability that all voice packets are transmitted efficiently and with minimum or no delay. SVP is fully compatible with the IEEE 802.11 standards.
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SpectraLink 8020/8030 Wireless Telephone: Administration Guide for SRP
The SpectraLink 8000 SVP Server is an Ethernet LAN device that works with the APs to provide QoS on the wireless LAN. Voice packets to and from the handsets are intercepted by the SpectraLink 8000 SVP Server and encapsulated for prioritization as they are routed to and from an IP telephony server or gateway. See SpectraLink 8000 SVP Server: Administration Guide for detailed information about this device.
When the system employs four or fewer SpectraLink 8000 Telephony Gateways without a SpectraLink 8000 SVP Server, the SpectraLink 8000 Telephony Gateway(s) provide SVP QoS. In this configuration, the handsets are limited to a maximum of 2Mb/s. If the 11Mb/s transmission rate is desired, a SpectraLink 8000 SVP Server must be added to the system. Note that if any 2Mb/s SpectraLink 8000 Wireless Telephones are in use (model PTB5xx) the SpectraLink 8020/8030 Wireless Telephones will automatically limit speed to 2Mb/s to maintain compatibility.
SpectraLink 8020/8030 Wireless Telephone Security
SpectraLink 8020/8030 Wireless Telephones support basic Wi-Fi Multimedia (WMM) as part of the 802.11e protocol. If the AP supports WMM, the handset automatically discovers and uses it. WMM does not replace the SpectraLink 8000 SVP Server as described in the following paragraph. WMM settings must be configured on the SpectraLink 8000 Telephony Gateway and on the SpectraLink 8000 SVP Server.
SpectraLink 8020/8030 Wireless Telephones also support the 802.11i protocol including Wi-Fi Protected Access (WPA and WPA2) pre­shared key (PSK). As vendors introduce APs that are eligible to become Wi-Fi Certified for WPA-PSK and/or WPA2-PSK, Polycom will determine their compatibility with the handsets and include them on the SpectraLink 8000 Wireless Telephone WLAN Compatibility List.
The SpectraLink 8020/8030 Wireless Telephones support Wired Equivalent Privacy (WEP) as defined by the 802.11 specification. Polycom offers the product with both 40-bit and 128-bit encryption.
The latest software versions are required to support the features
10 1725-36030-001_B.doc
described in this document. See Chapter 3 Software License and Protocol Management.
IP multicast addresses are used by the SpectraLink 8030 Wireless Telephone. This requires that multicasting be enabled on the subnet used for the SpectraLink 8020/8030 Wireless Telephones, SVP Server, and Telephony Gateways.
Routers are typically configured with filters to prevent multicast traffic from flowing outside of specific domains. The wireless LAN can be placed on a separate virtual LAN (VLAN) or subnet to reduce the effects of broadcast and multicast traffic from devices in other network segments.
Quick Start Overview
1. A wireless LAN must be properly configured and operational
through the use of 802.11 wireless APs.
2. A SpectraLink 8000 Telephony Gateway must be available on the
network and the handset must be registered to it in order to load
the appropriate software into the handsets. A separate network
TFTP server is required to distribute software to the handsets.
SpectraLink 8000 Wireless Telephone Overview
3. The SpectraLink 8000 Telephony Gateway and SpectraLink 8000
SVP Server must be on the same subnet as the handsets and have
the proper versions of software.
a Download updates to the SpectraLink 8000 SVP Server
software (if the SpectraLink 8000 SVP Server is installed) per
SpectraLink 8000 SVP Server: Administration Guide Chapter 5 Software Updates.
b Download updates to the SpectraLink 8000 Telephony
Gateway software per SpectraLink 8000 Telephony Gateway Administration Guide Chapter 19 Software Maintenance.
4. Configure the SVP Server per SpectraLink 8000 SVP Server
Administration Guide/
5. Configure the SpectraLink Telephony Gateway per SpectraLink
8000 Telephony Gateway: Administration Guide.
6. Download the correct SpectraLink 8020/8030 Wireless Telephone
software per Chapter 3, section Configuration Process. Ensure the
software is properly loaded on the network TFTP server.
7. Configure your handset to ensure that it associates with the
wireless LAN, has the appropriate software and is registered to
1725-36030-001_B.doc 11
SpectraLink 8020/8030 Wireless Telephone: Administration Guide for SRP
the appropriate SpectraLink 8000 Telephony Gateway. See
Chapter 2 SpectraLink 8020/8030 Wireless Telephone Configuration.
SpectraLink 8020/8030 Wireless Telephone
SpectraLink 8030 Wireless Telephone SpectraLink 8020 Wireless Telephone
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SpectraLink 8000 Wireless Telephone Overview
SpectraLink 8020/8030 Wireless Telephone Specifications
Radio mode
(selectable)
Transmission type Direct-sequence spread spectrum (DSSS)
Transmit data rate up to 54 Mb/s
Radio QoS SpectraLink Voice Priority (SVP), WMM
(See Appendix A: Regulatory Domains)
Wireless security
FCC certification Part 15.247
Voice encoding ADPCM (Proprietary)
Transmit power See Admin menu
Display
8020 Dimensions
8030 Dimensions
8020 Weight* 3.9 oz. ( 110.6 g) with Standard Battery Pack
8030 Weight* 4.2 oz. (119.1 g) with Standard Battery Pack
Standard Battery Pack capacity 4 hours talk, 80 hours standby
Extended Battery Pack capacity 6 hours talk, 120 hours standby
Ultra-Extended Battery Pack capacity 8 hours talk, 160 hours standby
Wired Equivalent Privacy (WEP), 40-bit and 128-bit; Cisco FSR; WPA-PSK, WPA2-PSK
Up to five lines of text plus two icon status rows and one row for softkey labels.
5.7" x 2.0" x 0.9" (14.5 x 5.1 x 2.3 cm)
5.4" x 2.0" x 0.9" (13.7 x 5.1 x 2.3 cm)
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SpectraLink 8020/8030 Wireless Telephone: Administration Guide for SRP
Handset Display
Standby mode display Second set of softkeys
In the standby mode the handset displays status icons on the top row, the next two rows display user information, the three rows below that display the date and time, the profile and (for the 8030 model) the Push-to-talk default channel. The bottom row displays available softkeys. When more than four softkeys are available, on either side of the softkey labels as illustrated above. Use
Nav to display additional softkey sets.
arrows appear
Nav and
Display information provided by the PBX when the handset is off­hook will be passed directly to the handset main display. Certain characters may be used by the PBX that are not implemented in the handset, such as definable and special characters. See the LinkPlus Interface Guide for your PBX for information about how the handset emulates the features of the PBX utilized at your site.
Feature display
In active mode, the softkeys will be determined by the programming of the SpectraLink 8000 Telephony Gateway. Pressing the will display each set of programmed softkeys. Pressing it repeatedly will scroll through all four sets, or as many softkeys as have been programmed.
FCN key
LINE display
Most, but not all, PBXs allow for more than one line appearance. The line appearances are mapped to corresponding line icons across the
14 1725-36030-001_B.doc
SpectraLink 8000 Wireless Telephone Overview
top of the handset display. Press the LINE key to display a list of available lines.
Icons and Indicators
Indicator Function
The signal-strength icon indicates the strength of the signal and can assist the user in determining if the handset is moving out-of-range.
1 ▪ ▪ ▪ ▪ ▪ ▪ ▪ The line indicators are associated with telephone line status and access.
Muted
Locked
[No Service message]
The voicemail icon is activated when a new voicemail message is received if the feature is supported by the phone emulation.
The battery icon indicates the amount of charge remaining in the Battery Pack. When only one level remains, the Battery Pack needs to be charged.
The speakerphone icon displays when the speakerphone is active.
Up and down arrows are displayed when the menu has additional options above or below.
Left or right arrows are displayed during editing when the cursor may be moved left or right.
PBX ring icon. A regular telephone call is coming in.
The Push-to-talk (PTT) ring icon. A PTT call is coming in.
The priority PTT ring icon. A call is coming in on the priority PTT channel. This call will override any other.
Location Service (RTLS) is enabled.
The muted indicator displays after the Mute softkey has been pressed. It indicates that the microphone is not transmitting sound. Press the Mute softkey again to unmute the microphone.
Locked indicates that the keypad is locked to prevent accidental activation. Use the Unlk softkey plus the # key to unlock it.
If warning tones are not disabled, an alarm will sound and a descriptive message displays when the handset cannot receive or place calls. You may be outside of the covered area. Walk back into the covered area. The in-service tone indicates service is reestablished.
The download icon indicates that the handset is downloading code. This icon only appears while the handset is running the over-the-air downloader. It appears to the right of the Signal Strength icon in the same location as the Voicemail icon.
The download failure icon indicates that the handset has failed to download code because the code is incompatible with the handset hardware. The system will also create a system log with the message: “Download aborted, code incompatible”. When this icon appears, the handset code in the TFTP server should be updated.
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SpectraLink 8020/8030 Wireless Telephone: Administration Guide for SRP
Startup Sequence
The handset goes through an initialization sequence at startup. The line icons through this sequence. This is usually very rapid. If there is difficulty at any step that prevents initialization from continuing, an error message will display and the related icon(s) will stay on. Please see the Handset Status Messages table at the back of this document for instructions on how to handle error messages that occur during initialization.
Icon The icon(s) shown in bold turns off when:
1 through 9 display and count down as the handset steps
123456789
12345678
1234567
123456
12345
1234
123
(no icons) EXT. XXX
The handset has located and authenticated and associated with at least one AP, and is proceeding to bring up higher-layer networking functions.
The handset is either configured for Static IP, or if configured for DHCP the DHCP discovery process has started.
If DHCP is configured, a DHCP response was received which contains a good DNS server configuration.
Note: Only valid on non-SRP protocol. Indicates one of the following: Static IP configuration, or SVP Server address found in DHCP response, or SVP Server address found via DNS lookup.
All networking functions are complete (notably, DHCP), and the handset is proceeding with establishing the SRP link to the SpectraLink 8000 Telephony Gateway.
The SRP link is established, all network stack initialization is complete, proceeding with application-specific initialization.
The link between the handset and the SpectraLink 8000 Telephony Gateway is established.
Initialization is complete. The handset is in standby mode ready to receive and place calls.
16 1725-36030-001_B.doc
Handset Modes
Standby mode (on-hook)
In standby mode, the handset is waiting for an incoming call or for the user to place an outgoing call. The extension number is shown on the display and there is no dial tone. In this mode, the handset is conserving battery power and wireless LAN bandwidth.
When an incoming call occurs, the handset enters a transitional state and will ring until the call is answered by pressing the
END key is pressed to silence the ringing.
the
Active mode (off-hook)
SpectraLink 8000 Wireless Telephone Overview
START key or
To place a call, press the START key. This transitions the handset to active off-hook mode. There is a dial tone, the handset is in communication with the PBX, and the display shows information as it is received from the PBX. The user may place a call or press a softkey or the
The handset is also in the active mode when an incoming call is answered.
When an incoming call occurs during an active call the handset will play the second call ringing sound until the call is answered, the caller hangs up, or the call transfers to voicemail. If call is terminated and the handset reverts to a full ring.
The active modes utilize the most bandwidth and battery power. To conserve these resources and allow the handset to receive new calls, return the handset to the standby mode when a call is completed by pressing the
FCN or LINE key to access additional operations.
END is pressed, the first
END key.
Configuration menu mode
Press the Cfg softkey to enter the configuration menu mode. When user preferences are being configured in the is on but is not active. It cannot receive calls while in the
Config menu, the handset
Config menu.
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SpectraLink 8020/8030 Wireless Telephone: Administration Guide for SRP
Push-to-talk (PTT) mode
The SpectraLink 8030 Wireless Telephone utilizes channels for incoming and outgoing radio communication. PTT is enabled by the system administrator and may be activated or deactivated by the user in the can receive regular phone calls in this mode. When a regular phone call is answered, the handset enters active mode.
Config menu. While PTT is active, the handset is in PTT mode. It
Messaging mode
Messaging mode is activated by the system administrator. If text messaging functions have been programmed, as in a nurse call system, the handset is able to receive text messages. While these messages are being accessed, the handset is in messaging mode. Incoming calls will ring with the second call ringing sound.
Notes on Battery Packs
Battery Pack life will vary depending on handset model and
features and system infrastructure.
Maximum Battery Pack performance is achieved after a few
charge/discharge cycles.
If multiple Battery Packs are supplied with your handset, Polycom
recommends that each be fully charged upon receipt to prolong
battery life. Battery Packs will slowly lose charge if unused. To
maintain battery potential, charge unused Battery Packs
occasionally or alternate Battery Pack use.
After a length of time Battery Packs will lose the ability to
maintain a charge and to perform at maximum capacity and will
need to be replaced. This is normal for all batteries.
18 1725-36030-001_B.doc
2
SpectraLink 8020/8030 Wireless Telephone Configuration
Prior to configuring a SpectraLink 8020/8030 Wireless Telephone, it must be associated with one and only one line on one of the SpectraLink 8000 Telephony Gateways. Then it must be configured per the instructions in this section. The following instructions assume that the handset has been properly associated with a line on a SpectraLink 8000 Telephony Gateway. See SpectraLink 8000 Telephony Gateway: Administration Guide for additional information. While handsets are being associated, the system will continue normal operation.
Use the Wireless Device Planning Worksheets filled out by the network or system administrator to be sure you are correctly assigning telephone parameters.
The SpectraLink Handset Administration Tool is a software utility that enables rapid configuration of handsets by utilizing the USB port on the Dual Charger. See the Handset Administration Tool document for specific instructions. Please see your service representative or contact Polycom customer service for more information about this time-saving tool.
The Admin Menu
The Admin menu contains configuration options that are stored locally (on each handset). Every handset is independently configured and if the default settings are not desired, the Admin menu options must be set in each handset requiring different settings.
Opening the Admin menu
1. With the handset powered off, press and hold the START key.
2. When the Admin menu appears, release the
1725-36030-001_B.doc 19
While holding the
START key, press and release the END key.
START key.
SpectraLink 8020/8030 Wireless Telephone: Administration Guide for SRP
If an admin password has been set, the display will require its entry before opening the Admin menu. The default password is
123456. If no password is set, the display will proceed directly into the Admin menu.
Navigation
The navigation keys just below the softkeys are used to navigate through and select menu options. These are referred to as
Nav▼, Nav◄, Nav►, and NavOK.
Nav▲,
Toggle options
Some menu options that have only two possibilities operate on a toggle basis. The current setting is shown on the second row of the display, called the info line. Press settings. For example, when will show on the info line. If you select show on the info line and the menu option will toggle to
NavOK to toggle between the
Enable PTT is the menu option, PTT Disabled
Enable PTT, PTT Enabled will
Disable PTT.
Data entry and editing
An asterisk (*) next to an option on the display indicates that it is selected. Use the Nav keys and the softkeys to navigate and select desired options.
Enter numbers by pressing the buttons on the keypad. The blinking underscore identifies the current cursor position. When entering alphanumeric strings, the pressed to toggle the case. Enter letters by repeatedly pressing the corresponding key until the desired letter displays on the screen. Use the
CAPS softkey to change the case as needed.
CAPS/caps softkey will appear and may be
To edit during entry, delete the character to the left of the cursor by pressing the
20 1725-36030-001_B.doc
Del softkey. To replace an entry, delete it by pressing the
SpectraLink 8020/8030 Wireless Telephone Configuration
Clr softkey and then enter the new data. To edit an existing entry, use Nav and Nav to move the cursor position, and then press the Del
softkey to delete the character to the left. Insert new data by pressing the buttons on the keypad.
Alphanumeric entries:
Key caps CAPS
1 2 3 4 5 6 7 8 9 0
*
#
1 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 z 9 W X Y Z
0 0
* - _ . ! $ % & ’ ( ) + , : ; / \ = @ ~
<space>
Admin menu
The following table lists the Admin menu items. The default settings have an * prior to the option. Detailed descriptions of each item appear below the table.
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SpectraLink 8020/8030 Wireless Telephone: Administration Guide for SRP
Admin Menu
1st level 2nd level 3rd level 4th level 5th level
Phone Config Telephony Protocol *Type 030 Push-to-talk PTT Enable/*Disable Allowed Channels *Channel 1
*Channel 2 *….
*Channel 24 Name Channels [list ] Enter Name Priority Channel Priority Channel
On/*Off Name Channel [Enter Name] Time Zone [list]
*GMT
Daylight Savings *DST No Adjust
DST Auto (USA) DST Auto (AUS)
DST Auto (EURO) Protected Spd Dial Enter Number Enter Name Assign Speed-dial Password
*Enable/Disable
[If Password is enabled]
Change Password
Speakerphone
Disable/*Enable
Location Service Enable RTLS
Transmit Interval 1 minute
Location Server IP Enter IP ELP Port Enter Port *8552
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*Disable RTLS
5 minutes *10 minutes
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