Polycom SpectraLink e340, SpectraLink h340, I640, SpectraLink 1725-36036-001_E, SpectraLink 8002 Administration Manual

SpectraLink 8002, e340/h340/i640

Wireless Telephone

Configuration Cradle

Administration Guide

July 2008 Edition
1725-36036-001
Version E

SpectraLink 8002, e340/h340/i640 Wireless Telephone: Configuration Cradle: Administration Guide

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 to 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.

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

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.

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About this Guide

This document explains how to set up the SpectraLink Configuration
Cradle, create configuration plans for the SpectraLink 8002,
e340/h340/i640 Wireless Telephones and how to download
configuration plans to the handset. It also covers maintaining the
software and troubleshooting error messages.

Referenced Documents

SpectraLink e340/h340/i640 Wireless Telephone: Configuration and
Administration Guide (SRP) (72-1065-09)

SpectraLink e340/h340/i640 Wireless Telephone: Configuration and
Administration Guide with Cisco CallManager/CallManager Express

(72-1082-02)

SpectraLink e340/h340/i640 Wireless Telephone: Configuration and
Administration Guide with Mitel Networks 3300 and SX-200 ICP

(72-1084-02)

Above documents are available at

http://www.polycom.com/usa/en/support/

Customer Support

Polycom wants you to have a successful installation. If you have
questions please contact Polycom Customer Support Hotline at
[phone]. The hotline is open Monday through Friday,
6 a.m. to 6 p.m. Mountain Time.

For Technical Support:

For Knowledge Base:

http://www.polycom.com/usa/en/

voice/wi-fi/wi-fi.html.

[e-mail]

support/voice/voice.html

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SpectraLink 8002, e340/h340/i640 Wireless Telephone: Configuration Cradle: Administration Guide

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 Guide ......................................................................3

1 SpectraLink Configuration Cradle Overview...............................7

2 Installing the SpectraLink Configuration Cradle ..........................9

Referenced Documents ......................................................................3

Customer Support...............................................................................3

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

3 Planning the Configuration Files..............................................11

Typical Configuration Plans............................................................11

4 Configuration Cradle Window.................................................13

Configuration Cradle Toolbar.........................................................14

5 Creating Your Configuration Plan............................................17

Sample Configuration Window......................................................18

6 Downloading and Uploading Configuration Plans....................21

7 Software Maintenance............................................................23

8 Assert Errors...........................................................................25

9 Regulatory Information ...........................................................27

10 Safety Notices ........................................................................29

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1

SpectraLink Configuration Cradle
Overview

The SpectraLink Configuration Cradle is a two-slot cradle designed to
automate the process of configuring the 8002, e340, h340 and i640
models of SpectraLink 8000 Wireless Telephone. The front slot of the
cradle is for the SpectraLink 8002, e340/h340 Wireless Telephone; the
rear slot is for the SpectraLink i640 Wireless Telephone. Only one
handset may be configured at a time.

The Configuration Cradle can also aid in debugging system
problems. See Chapter 8 Assert Errors.

The Configuration Cradle is connected to a PC via a serial cable. The
Configuration Cradle program runs on the PC and enables the system
administrator to establish and store configuration options for System,
Group and User levels. The Configuration Cradle program can be
downloaded from the Polycom website

http://www.polycom.com/usa/en/support/voice/wi­fi/dual_charging_stand.html

Configuration plans may be set up in the program and downloaded
into a Wireless Telephone or a configured Wireless Telephone may be
placed in the cradle and its configuration may be uploaded and edited
or saved.

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SpectraLink 8002, e340/h340/i640 Wireless Telephone: Configuration Cradle: Administration Guide

SpectraLink Configuration Cradle with SpectraLink e340 Wireless Telephone

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Installing the SpectraLink
Configuration Cradle

Set up the Configuration Cradle by first obtaining the appropriate
SpectraLink power supply for your country or region. Place the
Configuration Cradle on a flat, horizontal surface and plug the power
supply into the Configuration Cradle and into an appropriate wall
outlet. Plug a straight-through serial cable into the Configuration
Cradle and into an available serial port on the PC.

Set up a folder for Wireless Telephone configuration on the PC and
download the programming software from the Polycom website

http://www.polycom.com/usa/en/support/voice/wi­fi/dual_charging_stand.html into this folder. Extract the individual

files from the zip and run the

PhoneConfig.exe file.

2

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

Serial port settings are handled automatically by the Configuration
Cradle software. If necessary, the COM port the Cradle is using can be

Settings menu.

set in the

USB Serial Adapters: Some adapters are incompatible with the
Configuration Cradle. Of the adapters tested by Polycom
engineering, two have been found to work:

• Sakar International IConcepts Item #60448

• Keyspan USA-19HS

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Planning the Configuration Files

Each configurable option may be categorized as one of three types:
System (
be those that are stable across the entire system. DHCP vs. Static IP
addressing would be an example of a System option. Options that are
designated as Group type should be those that change by category of
user. PTT Allow/Disallow and PTT Channel are examples. A unique
extension number is assigned to each handset by the system
administrator and would be a User type. The remaining User types
should be reserved for options that are normally set by the end user.
For Standby menu options such as Ring Type and Noise Mode,
default values may be entered with the expectation that the user may
change them.

Sys), Group (Grp) or User (Usr). System level options should

3

Typical Configuration Plans

Because the specific options that are available depend on the software
version and License Option, the typical plan options for your facility
may be different than those listed here.

Typical System file settings:

System file settings typically do not change across an installation.
These are typical

• License Option

• Network Config

• IP Addressing

• ESSID

• Security

Typical Group file settings:

If certain groups of people require different access to functions, such
as push to talk, these options would be stored as Group files. Several

Sys categories:

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SpectraLink 8002, e340/h340/i640 Wireless Telephone: Configuration Cradle: Administration Guide

different Group files can be established and the handsets can be
configured by group. Typical

• Push-to-talk options on both Admin and Standby menus

Grp categories are:

Typical User file settings:

If a setting can be changed by the user in the Standby menu, then it
would typically be stored in a User file. These can be the default
settings or whatever your system requires. Typical

• Extension

• Static IP address

• Ring Options

• Phone Options

You may have zones in your facility that require different System
settings, such as security. These settings can be moved to a Group
file or you may set up two System files.

Usr categories are:

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r

r

Configuration Cradle Window

When first opened, the PhoneConfig program displays the toolbar and
a list of configurable options. All
set to default values.
read or settings are copied to the

Phone settings are unavailable until a handset is

Initial window

A window similar to the one shown below appears when the Config
Cradle program is first opened. The default filenames appear in the
toolbar and all category radio buttons default to

Editable settings fields are blank or are

Phone settings fields.

Usr.

4

Menu ba

Toolba

Radio buttons

Options that can be edited

Options to/from the handset

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SpectraLink 8002, e340/h340/i640 Wireless Telephone: Configuration Cradle: Administration Guide

Configuration Cradle Toolbar

The Config Cradle toolbar allows you to name, open, and save
configuration files and download and upload configuration settings
to and from the handset in the Cradle.

File management Copy settings

File management

The three filename windows, System, Group and User match the three
columns of radio buttons along the left side of the window. The

Grp and Usr radio buttons allow you to designate the option(s) for

System, Group or User files. The three windows in the file
management section allow you to name, open, or save setting types as
separate files.

The filenames shown above are the default names, but any filename
can be assigned by entering it into the field and clicking the
button. By default, the files will be saved in a new folder named

ConfigData under the folder where the program is stored. The new

folder will be created automatically the first time a file is saved. To
open an existing file, click the

File menu to customize the file structure, if desired.

the

The three flags beside the
status of the file displayed in the window:

• Red: file does not exist. The filename in the window has not been

saved.

Save buttons have four colors to indicate the

Upload/download and indicators

Sys,

Save

Open button and browse to the file. Use

• Yellow: file not loaded. The filename in the window exists in the

• Green: unsaved edits. When changes are made in the Editable

• Gray: file up to date. The settings have been saved.

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ConfigData folder but has not been loaded into the

settings

field(s) the green flag indicates these have not been saved.

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Editable settings.

Configuration Cradle Window

Copy settings

The Copy settings arrows and checkboxes allow you to copy between

Phone settings column and the Editable settings column. The Sys Grp

the

Usr check boxes allow you to copy just the settings you require.

Upload/download and indicators

When the Read Phone and Write Phone buttons are clicked, they initiate
the transfer of configuration data from or to the handset in the Cradle.
The handset indicators change color to indicate the state of the
transfer. See below for indicator color significance. The
will halt the transfer.

Serial and MAC windows display the serial number and MAC

The
address of the handset in the Cradle. This information is not stored.

The four labeled flags on the right indicate the status of the
configuration transfer:

Stop button

Active: green when attempting communication with handset in Cradle.

Turns yellow if a timeout occurs (may be due to an improperly seated
handset). The software will repeatedly re-attempt communication
after a timeout so re-seating the handset should correct the problem.

Read: green when information is currently being read from the

handset in the Cradle.

Write: yellow when information is currently being written to the

handset in the Cradle.

Error: red when an error has occurred. An error message will appear

on the status bar at the bottom of the main window.

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5

Creating Your Configuration Plan

Although not necessary for using the Config Cradle program, a
configuration plan can maximize its efficiency and save countless
hours of handset option management.

Organize the plan

Determine which options should be categorized as each type –
System, Group or User.

Do not create a plan that saves an option in two different
categories. Option categories should be established and should not
overlap. Example: Speakerphone and Push-to-talk settings
(SpectraLink i640 handset only) are typically tagged as Grp options
and saved as Group files.

Create the options and save the settings

Once you have established which options will be categorized as
System, Group or User, enter the configuration information into the

Editable settings fields.

Start with the System options and enter all system-level field values,
such as IP addresses, security, and reg domain. Click the
button on the left side of the window for each option. Save these
settings as a System file by entering a descriptive filename in the

System filename field and clicking Save. See the example below.

Note that when a setting is changed, the option label is highlighted
in yellow until it is saved.

In the same way, create each Group plan by entering the values in the
fields designated as Group types. Click the
left side of the window for each option. Save each plan under a
different name in the
groups – possibly divided by sets of PTT users.

It is recommended that you establish one generic
default (or desired) values for each

Group filename field. You may have several

User field. Click the Usr radio

Grp radio button on the

User file that has the

Sys radio

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SpectraLink 8002, e340/h340/i640 Wireless Telephone: Configuration Cradle: Administration Guide

button on the left side of the window for each option and save the
generic user file.

If desired, user settings can be saved for each user, as each handset is
configured. If you determine that each handset configuration should
be saved, it is easiest to do this during the configuration process. See
Downloading a configuration plan to a handset, below.

Alternately, you can upload options from a correctly-configured
handset; copy them to the

Editable settings column, categorize them and

save them. See Uploading a configuration plan from a handset below.

Sample Configuration Window

Shown on the next page is a typical Static IP configuration using the
WEP security method. All push to talk (PTT) settings are saved as a
group. The settings in the
from a configured handset and then copied from

Editable settings field were first uploaded

Phone settings.

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Creating Your Configuration Plan

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SpectraLink 8002, e340/h340/i640 Wireless Telephone: Configuration Cradle: Administration Guide

Configuration Planning Worksheet

Plan category____________________________ Filename______________________________

Sys Grp Usr Label Editable Setting

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Downloading and Uploading
Configuration Plans

Once your configuration plans are established, the settings are easily
downloaded into the handsets.

Downloading a configuration plan to a handset

1. Place a SpectraLink Wireless Telephone with the Battery Pack

removed into the appropriate slot.

6

2. Use the

toolbar to open the

3. In the

handset –
these two fields have a
fields when configuring a quantity of handsets.

4. Copy the settings to the

right arrow.

5. Click

You may want to save the configuration, load new files or edit
settings for the next handset (steps 1 and 2) during the download.

6. (Conditional) If you wish to save the settings unique to this

handset, enter the identifying information into the filename fields,
such as user name or extension number and then click

7. When the

handset may be removed from the Cradle.

Open button located in the file management section on the

System, Group and User cfg files for this handset.

Editable settings fields, enter information unique to the

Extension and IP address (if using static IP). Note that

Next button that is useful for setting these

Phone settings fields using the Copy settings

Write Phone to begin the download.

Save.

Active flag turns off, the download has finished and the

Uploading a configuration plan from a handset

1. Place a SpectraLink Wireless Telephone with the Battery Pack

2. Click the

3. When the

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removed into the appropriate slot.

Read Phone button to begin the upload.

Active flag turns off, the handset’s settings will appear in

the

Phone settings fields.

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SpectraLink 8002, e340/h340/i640 Wireless Telephone: Configuration Cradle: Administration Guide

4. You may copy these settings over to the Editable settings fields

using the

Copy settings left arrow. The settings may be used to

create configuration plans as described above, and may be saved
by user or extension.

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Software Maintenance

The SpectraLink Configuration Cradle uses proprietary software
programs written and maintained by Polycom. The software version
can be displayed via the

Download the latest SpectraLink Configuration Cradle software from:

http://www.polycom.com/usa/en/support/voice/wi­fi/dual_charging_stand.html

The software is delivered in a zip. Install the update by extracting the
individual files from the zip and overwriting the existing
PhoneConfig.exe and other files.

Please follow customary backup procedures to preserve file integrity.

Help menu.

7

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Assert Errors

The Wireless Telephone displays the Assert Error message when it
detects a system error from which it cannot recover. The assert error
data is stored in flash memory until the handset is power cycled. This
valuable information may be retrieved by the Configuration Cradle as

asrt] file and sent to Customer Service for further debugging.

an [.

To record an assert error:

1. Write down the error message on the display.

2. Remove the Battery Pack and place handset in the Configuration

Cradle while the Config program is running.

8

3. Open the

4. Browse to where you want to save the .

5. Click

specified location.

6. Call Customer Service and arrange to email the file and error

message from the display.

File menu, select Get Assert Information …

asrt file.

Get Assert Data. The handset will upload the .asrt file to the

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7

Regulatory Information

This equipment has been tested and found to comply with the limits
for a Class A digital device, pursuant to Part 15 of the FCC rules.
Operation is subject to the following two conditions: (1) This device
may not cause harmful interference, and (2) this device must accept
any interference received, including interference that may cause
undesired operation. This equipment is intended for use in a Business
environment.

This Class A digital apparatus complies with Canadian ICES-003.

This is a Class A product. In a domestic environment this product
may cause radio interference in which case the user may be
required to take adequate measures.

9

Agency Approvals

The following agency safety approvals apply to the Configuration
Cradle:

• EN 60950-1:2001 + A11

• UL 60950-1:2003

• CAN/CSA-C22.2 No. 60950-1-03

• AS/NZS 60950-1:2003

The following agency EMC approvals apply to the Configuration
Cradle:

• FCC Part 15, Subpart B:1999

• Industry Canada Standard ICES-003

• EN 55022:1994 + A1:2000/A2:2003

• EN55024:1998 + A1:2001/A2:2003

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SpectraLink 8002, e340/h340/i640 Wireless Telephone: Configuration Cradle: Administration Guide

Certification/Registration Numbers

North
America

cTUVus
Symbol

CU 72050463 01

Europe CE Mark

AE 72051209

US-TUVR-2236 CB Certification

0001

Certificate of
Conformity

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Safety Notices

Note concerning shielded cable

Polycom recommends the use of a shielded cable for the external
signal connection in order to maintain FCC Part 15 emissions
requirements.

Changes or modifications to this equipment not approved by
Polycom may cause this equipment to not comply with Part 15 of
the FCC rules and void the user’s authority to operate this
equipment

Polycom products contain no user-serviceable parts inside. Refer
servicing to qualified service personnel

Notes

• The Configuration Cradle operates in a 50 to 85 degrees F (10 to 30

degrees C) environment. Do not expose to freezing temperatures
or sunlight.

• Use only the original SpectraLink plug-in power adapter.

• Place only one phone in the Cradle at a time.

• Do not place a phone in the Cradle with a battery installed.

• Do not immerse the Cradle in water or other liquid.

• Do not pour liquids into the telephone slots.

• Only use SpectraLink 8002, e340, h340, or i640 Wireless

Telephones in this Cradle.

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