¶ Introduction
This User Guide is written as general guide on how to set up the Polycom phone models: IP 301, IP 320, IP 321, IP 330, IP 331, IP 335, IP 450, IP 501, IP 550, IP 560, IP 601, IP 650 and IP 670 to work with PBXware 3.1.
¶ Requirements
NOTE: PBXware 3.8.2 and later must have appropriate Polycom firmware version uploaded on your server in order to auto provision your Polycom devices. For additional information and assistance please contact Bicom Systems support.
Identify Polycom Phone Model
- To start and successfully complete registration of your Polycom phone you need to know which phone model you will setup.
- From the back of each Polycom phone there are exact model information that you should check. Although different phone models can have exactly the same requirements and installation procedure, phone models can also have significantly different requirements and installation procedure, so that ignorance of your own model may result in the inability to successfully set up your phone.
- Press Menu button.
- Go to Status, press select button.
- Go to Platform and press select button.
- Go to Application and press select button.
- Go to Main and press select button then the firmware is displayed, example: Version 3.3.40085.
DHCP server
Fully configured and operational DHCP server.
PBXware version
In order to find out the PBXware version, please login to PBXware and navigate to Settings: About. On the top of "About" page is a code similar to this one "PBXware Edition: Business, Release: 3.1 (041373f), Running: 1.4.24-gc-75ee203", where "Release" denotes the exact version of your PBXware.
¶ Installation
This chapter describes how to install and connect the phone to the electrical power and data network as well as how to apply factory settings.
The following topics are covered:
- Power adapter
- Power over Ethernet (PoE)
- Factory Settings
¶ Power Adapter
Connect the Network and Power
- Connect the DC plug on the power adapter to the DC port on the phone and connect the other end of the power adapter into an electrical power outlet.
- Connect the ethernet cable between the Internet port on the phone and the network port on a router or switch to access LAN.
NOTE: If you are using Power over Ethernet (PoE), you don't need to connect the AC adapter. Make sure the Ethernet cable and router or switch is Power over Ethernet (PoE) compliant.
¶ Power over Ethernet (PoE)
Connect the Network (only)
Using a regular ethernet cable, your phone can be powered from a Power over Ethernet (PoE) compliant router or switch.
- Connect the Ethernet cable between the Internet port on the phone and an available port on the in-line power router or switch.
NOTE: If you are using Power over Ethernet (PoE), you don't need to connect the AC adapter. Make sure the Ethernet cable and router or switch is Power over Ethernet (PoE) compliant.
¶ Factory Settings
Reset to factory settings
This step is not required for out-of-the-box phones, however, if the phone has been already used then it is a must.
- Press Menu button.
- Go to Settings and press select button.
- Go to Advanced and press select button, you'll be asked to enter password, enter your password (default password 456), press Enter button under display.
- Go to Admin Settings and press select button.
- Go to Reset to Defaults and press select button.
- Go to Reset to Default and press select button.
- Go to Reset To Factory and press select button.
¶ Registering Phone
This chapter describes how to identify Polycom phone model, requirements that must be met and how to register the phone using manual configuration or auto provisioning.
The following topics are covered:
- Manual Configuration
- Auto Provisioning
¶ Manual Configuration
This chapter describes how to set UAD settings, create PBXware extension and register the phone.
The following topics are covered:
- UAD Settings
- Creating Extension
- Registering Phone
¶ UAD Settings
Login to PBXware web administration interface
- Open a new browser window and enter the IP address in order to access the PBXware web administration login screen. Example: http://192.168.1.10
- Login to PBXware with your e-mail address and password.
UAD settings
- Navigate to Settings:UAD.
- Make sure Polycom UAD is enabled. To check the UAD status click on the edit icon corresponding to your Polycom phone.
- Make sure Status is set to Active, Auto provisioning is set to No, and DHCP is set to Yes.
- Click on the Save button to save changes.
¶ Creating Extension
Add Extension
- Navigate to Extensions. Click on Add Extension.
- The standard options window will be shown below.
- Select Polycom phone model from the UAD select box.
- Select Location: Local or Remote.
Local is for all extensions registered on the LAN and Remote is for all extensions registered from remote networks, WAN, Internet etc.
- Click on the Next step button.
Extension values
Enter values into the required field text boxes.
REQUIRED FIELDS:
- Name
Enter a name for the extension being created. Example: John Smith.
Enter the e-mail address associated with this extension. This e-mail address will receive all system notification messages. Example: john.smith@bicomsystems.com
- Click on the Save button.
¶ Registering Phone
This chapter describes how to register Polycom phone using Hostname or IP Address, or DNS SRV.
The following topics are covered:
- Hostname or IP Address
- DNS SRV
¶ Registering your device
A) Line configuration from devices web interface
To access web interface of your Polycom phone first you must now it's IP address on your network.
You can find this information on your device under:
- Press the Menu button.
- Go to Status and press the Select button.
- Go to Network and press the Select button.
- Go to TCP/IP parameters and press the Select button.
After you enter TCP/IP parameters IP address should be displayed.
In your web browser enter IP address of your Phone, if everything is OK, you should be displayed with Username and Password prompt. If your Polycom device is at factory defaults Username should be Polycom (with capital P) and password should be 456.
NOTE: Depending on your Polycom device and its firmware, web interface settings may vary.
- After you log in, under VIEWS you should select Simple Setup.
- Then use the toggling show/hide button to reveal the content of the SIP Server group.
- Next enter your PBXware IP address into Address field then put 5060 into Port.
- After this has been completed you should then use the toggling show/hide button to reveal the content of the SIP Line Identification and enter your line extension into the fields Address and Authentication User ID.
- Then for the Authentication Password you have to enter the secret for the extension which can be found in your PBXware.
- After all these fields are set to preferred values, click Save button to preserve your changes. If everything is OK, your phone should register after reboot.
B) Line configuration on device
- Press the Menu button on your phone.
- Go to Settings and press Select button.
- Go to Advanced and press Select button.
- Enter password and press Enter button. Please note, factory default password is 456.
- Press Select button to enter Admin Settings.
- Go to Line Configuration and press Select button.
- Go to Line 1 and press Select button.
- Go to Address and enter PBXware extension number. Example: 1003.
- Go to Server 1 and press Select button.
- Press Edit button to edit Address line and enter PBXware IP address. Example 192.168.1.10. Then press the Ok button.
- Press the Back button.
- Go to Authentication and press Select button.
- Press Edit button to edit User ID enter PBXware extension number. Example: 1003. Then press the Ok button.
- Go to Password and press Edit button, enter secret of the extension as received in the e-mail associated with this extension. Example: _%Z4M3*Ts9y7. Then press the Ok button.
- Press Back button twice, then press Select button to Save Configuration.
- If everything is done as above described, you should have successfully registered your phone to PBXware. Dial *123 to verify registration.
¶ DNS SRV
This chapter describes how to use a DNS SRV record which specifies the location of the PBXware. NOTE: Your DNS Server needs to be configured correctly for this to work. Bicom Systems can provide service to set up this for you.
Check if the DNS SRV is enabled in your PBXware
- Contact your PBXware administrator to find out if the DNS SRV is enabled in your PBXware, or if you have access to the PBXware you can check this yourself.
- Open a new browser window and enter the IP address in order to access the PBXware web administration login screen. Example: http://192.168.1.10.
- Login to PBXware with your e-mail address and password.
- Navigate to Settings: Servers. Click on the server corresponding edit button.
- In Auto Provisioning group, make sure Use DNS SRV when possible: is set to Yes. If it is set to No or N/A, set to Yes and click on the Save button. NOTE: You must re-save all your extensions configured for Auto Provisioning.
Configure Line
- Press the Menu button on your phone.
- Go to Settings and press Select button.
- Go to Advanced and press Select button.
- Enter password and press Enter button. Please note, factory default password is 456.
- Press Select button to enter Admin Settings.
- Go to Line Configuration and press Select button.
- Go to Line 1 and press Select button.
- Go to Server 1 and press Select button.
- Press Edit button to edit Address line and enter the Hostname.
- Example for the Hostname: abc.bicomsystems.com
- Make sure you replace Hostname from this example with your PBXware Hostname.
- Make sure DNS server is configured to automatically route registration request to a PBXware which is actually under another domain name, example: abc.bicomsystems.com.
- Press the Back button**.**
- Go to Authentication and press Select button.
- Press Edit button to edit User ID enter PBXware extension number. Example: 1003. Then press the Ok button.
- Go to Password and press Edit button, enter secret of the extension as received in the e-mail associated with this extension. Example: _%Z4M3*Ts9y7. Then press the Ok button.
- Press Back button twice, then press Select button to Save Configuration.
- Auto provisioning process will start during phone reboot process, phone will pickup appropriate configuration file from PBXware. If everything is done as above described, you should have successfully registered your phone to PBXware. Dial *123 to verify registration.
¶ Auto Provisioning
This chapter describes how to set UAD settings, create PBXware extension and register the phone using DHCP or Static IP address.
The following topics are covered:
- UAD Settings
- Creating Extension
- Registering Phone
¶ UAD Settings
Login to PBXware web administration interface
- Open a new browser window and enter the IP address in order to access the PBXware web administration login screen. Example: http://192.168.1.10.
- Login to PBXware with your e-mail address and password.
UAD settings
- Navigate to Settings:UAD.
- Make sure Polycom UAD is enabled. To check the UAD status click on the edit icon corresponding to your Polycom phone.
- Make sure Status is set to Active, Auto provisioning is set to Yes, and DHCP is set to Yes.
- Click on the Save button to save changes.
¶ Creating Extension
Add Extension
- Navigate to Extensions. Click on Add Extension.
- The standard options window will be shown below.
- Select Polycom phone model from the UAD select box.
- Select Location: Local or Remote.
Local is for all extensions registered on the LAN and Remote is for all extensions registered from remote networks, WAN, Internet etc.
- Click on the Next step button.
Extension values
Enter values into the required field text boxes.
REQUIRED FIELDS:
- Name
Enter a name for the extension being created. Example: John Smith.
Enter the e-mail address associated with this extension. This e-mail address will receive all system notification messages. Example: john.smith@bicomsystems.com
- Auto Provisioning
Set to Yes.
- MAC Address
Enter Polycom phone MAC address. Example: 0002FDFF1536. MAC address can be found at the back of the phone.
- Additional Config
You can set additional settings to be sent to this phones configuration:
- For BLF/Presence
- For a custom Digit Map:
- Click on the Save button.
¶ Registering Phone
This chapter describes how to register Polycom phone using DHCP, TFTP, HTTP & HTTPS or DNS SRV.
The following topics are covered:
- DHCP
- TFTP or HTTP & HTTPS
- DNS SRV
¶ DHCP
Configure DHCP
- Make sure your DHCP router is configured to use option 66 to automatically instruct phones with the URL for auto provisioning. For more information refer to your router documentation or contact your network administrator.
Phone first boot or user initiated reboot
- Auto provisioning process will start during phone first boot or after reboot process has been initiated by user. DHCP server will instruct the phone where from to pickup appropriate configuration file. If everything is done as above described, you should have successfully registered your phone to PBXware. Dial *123 to verify registration.
¶ TFTP or HTTP & HTTPS
Network Configuration
If there is no DHCP in your network, you can still auto provision your Polycom phone. Please refer to your Polycom phone model User Guide for instruction about setting static IP address. After you configure your Polycom phone to use a static IP address, continue with the following steps.
- Press the Menu button on your phone.
- Go to Settings and press the Select button.
- Go to Advanced and press the Select button.
- Enter password and press the Enter button. Please note, factory default password is 456.
- Press the Select button to enter Admin Settings.
- Press the Select button to enter Network Configuration.
- Press the Select button to enter Provisioning Server.
- Go to Server Type and press the Edit button.
- You must choose one of the following Server Type: HTTP, HTTPS and Trivial FTP and press the Ok button. Please Note: Our reconmendation is to use the Server Type HTTP.
- Go to the ServerAddr and press the 'Edit button.
- Depending on what Server Type has been chosen:
If the Server Type is HTTP or HTTPS enter http:// or https:// followed by Hostname or IP Address, followed then by /prov and press the Ok button.
Example for Hostname using HTTP: http://abc.bicomsystems.com/prov
Example for Hostname using HTTPS: https://abc.bicomsystems.com/prov
Example for IP Address using HTTP: http://192.168.1.10/prov
Example for IP Address USING HTTPS: https://192.168.1.10/prov
If the Server Type is TFTP enter Hostname or IP Address and press the Ok button.
Example for Hostname: abc.bicomsystems.com.
Example for IP Address: 192.168.1.10
- Press the Back button twice.
- Press the Yes button to Save Config.
- Press the Back button again.
- Go to Reboot Phone and press the Select button.
- And press the Yes button to confirm your action.
- Auto provisioning process will start during phone reboot process, phone will pickup appropriate configuration file from PBXware. If everything is done as above described, you should have successfully registered your phone to PBXware. Dial *123 to verify registration.
¶ DNS SRV
Check if the DNS SRV is enabled in your PBXware
- Contact your PBXware administrator to find out if the DNS SRV is enabled in your PBXware, or if you have access to the PBXware you can check this yourself.
- Open a new browser window and enter the IP address in order to access the PBXware web administration login screen. Example: http://192.168.1.10.
- Login to PBXware with your e-mail address and password.
- Navigate to Settings: Servers. Click on the server corresponding edit button.
- In Auto Provisioning group, make sure Use DNS SRV when possible: is set to Yes. If it is set to No or N/A, set to Yes and click on the Save button. NOTE: You must re-save all your extensions configured for Auto Provisioning.
- Follow instruction given for registering the phone using TFTP or HTTP & HTTPS.