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Table of Contents
Introduction ..................................................................... 5
Overview ............................................................................................................ 5
Introduction
Overview
Polycom SoundPoint IP phones are Software Communication System (SCS)
compatible IP phones that can be quickly and easily configured to support
SIP-based telephony across a managed network.
The purpose of this guide is to direct you through the configuration steps
necessary for achieving a successful registration to the SCS, for that reason
only the features and functions relevant to this operation are referred to in this
guide. For a complete overview and detailed instructions on how to use any of
the phones mentioned in this guide, please see the SCS End User guide and
Polycom‟s own reference guides and documentation, available at
www.polycom.com/support/voice/index.html.
Required Information
To prepare a Polycom SoundPoint IP phone for use with the SCS, the system
administrator will need to know the following:
o IP address
o Subnet mask
o Default gateway
o Primary DNS
o Secondary DNS
Have all user profiles been created and „sent‟ from the SCS server?
(See Configuring User Profiles for more information).
Parameter Value
DHCP Yes/No
Option 66 Yes/No/NA
FTP Server Address (same as (only needed if DHCP with Option 66 is unavailable)
the SCS address)
Before attempting to register the phone ensure that you are familiar with the
network topography. Is a third party DHCP server in use, or is the SCS‟s own
onboard DHCP service being utilized?
If the network is making use of the SCS onboard DHCP service then Option
66 will already be enabled and configured to pass the FTP address to all
devices connected to the network, in which case phone registration is simply a
case of enabling DHCP and then allowing the phone to boot normally.
If a third party DHCP service (e.g., a Microsoft server) is the preferred DHCP
method on the network then you need to establish whether or not Option 66
has been enabled and configured to point devices at the SCS for FTP
updates – this is by no means a certainty and the absence or presence of
Option 66 plays a direct role in the configuration of the phone, so always
establish these facts before attempting to register a phone.
If the third party DHCP solution has been configured to direct devices at the
SCS for FTP updates then registration is identical to the process outlined in
the SCS onboard scenario, i.e., enable DHCP on the phone set and allow it to
boot. The phone will gather all LAN settings, the FTP address, and any
firmware updates stored on the SCS, and finally it will register with a
temporary ID. Once the set is registered a user account can be assigned to it.
If, on the other hand, DHCP is active but Option 66 has not been configured,
the phone will need to be configured with DHCP and the FTP address will
need to be configured manually.
A third, rarer, scenario also exists. Although it is assumed that most networks
will make use of some form of DHCP, there do exist some networks with no
DHCP service of any kind. In this case all LAN settings and the FTP address
will have to be manually configured on the phone.
SoundPoint IP 330
SoundPoint IP 650
If Option 66 is active on the DHCP server (this is automatically the case when
the SCS‟s onboard DHCP service is enabled, but must be configured on a
third party DHCP server), it can be configured to automatically supply all
SoundPoint phones with the address of the FTP service – the service that
provisions each phone with SIP configuration data.
When a phone is connected to the network, the SCS acts as the FTP server.
When the phone finishes rebooting it will be registered to the network with a
temporary ID that allows call access. From here a line can be added to the
phone by selecting a user account. Assigning lines is covered in detail later in
this section, first let‟s look at registering the phone to the network:
1. Connect the phone to the network and power it up. When the
„Welcome‟ screen appears, press the Setup soft key.
Note: To access the Setup utility if the phone is already powered up:
3. The first option in the configuration menu is the DHCP option. This
can either be enabled or disabled. By default, DHCP should be
enabled. If it is not, press the Edit soft key, or the tick in the center of
the navigation cross key, and then press Up, Down, Left, or Right on
the navigation cross to toggle between „disabled‟ and „enabled‟. Press
the OK soft key or the tick button to set the option and continue.
5. Use the navigation keys to highlight Save & Reboot and press the
Select soft key.
The phone will reboot and register to the SCS with a temporary ID.
The temporary ID enables call access from the phone until a user account/line
can be assigned to the device. Adding lines is covered in the following
section.
Adding a Line
Now that the phone is registered on the network it will be appear in the SCS
Administration interface‟s phone list, along with its temporary ID (unless a
user account was configured and assigned to the phone prior to registration,
in which case the phone will have gathered that profile during registration).
Note: Before a line can be added to the phone a user account must first be
created, see the Configuring User Profiles task based guide for full
instructions of creating user accounts.
1. Click on the phone profile in question (if you have navigated away from
the phone list you can return to it by opening the Devices menu and
selecting Phones).
2. On the left-hand side of the screen, select the Lines menu option.
4. Use the search field to search for a specific user account and then click
the Search button, or to call up the entire list of users without filtering,
simply click Search.
5. Tick the check-box of the user that you would like to add as a line to the
phone and then click Select.
7. Now send the new line information to the phone itself by ticking the
phone‟s check-box and then clicking on Send Profiles.
8. When a profile is sent the phone will reboot. For this reason you have the
option to defer profile sending, just in case it is not an appropriate time to
restart the phone. To send the profile immediately, leave the check-box
ticked and click the OK button. To defer sending the profile, untick the
check-box and use the time and date fields to specify a preferred time,
e.g., 6pm for out of office hours.
9. You will be returned to the phone list screen and the phone will reboot.
During startup it will gather the newly assigned user profile information.
When reboot is complete and the phone has successfully registered
using the new account details you will see the new user‟s name or
extension number on the display. You can check that the phone is
working correctly by dialling the voicemail attendant or auto-attendant.
Note: Before configuring an external line, consult with the remote IP PBX
administrator to ensure you have correct user ID credentials and a valid host
name and domain for the server.
1. Place the mouse pointer over the Devices menu and select Phones.
2. Select the phone to which you would like to add the external line by
clicking on the phone‟s MAC address.
3. Click on the Lines menu located on the left-hand side of the screen.
5. In the Add External Line screen, enter the external user‟s login details
and the address or fully qualified domain name of the remote server.
6. Click OK to return to the lines screen. The newly added external line is
displayed alongside any other lines configured for the phone.
.
7. Click on Identification.
9. When the phone has rebooted, press the line button that corresponds
with the new line (the first line button is reserved for the default line)
and dial another extension, the voicemail extension for example, at the
dial tone. If the call is placed successfully then the additional line has
been configured correctly.
DHCP can be used to quickly and easily supply a phone with an IP address.
As mentioned in the previous section, in some circumstances it is also
possible for the DHCP server to „point‟ the phone at an FTP server for profile
information necessary for a successful registration to the SCS, but in cases
where this option is not available the FTP address can be configured on the
phone manually. This short section will show you how to:
Enable DHCP
Set the FTP address.
1. Connect the phone to the network and power it up. When the
„Welcome‟ screen appears, press the Setup soft key.
Note: To access the Setup utility if the phone is already powered up:
3. The first option in the configuration menu is the DHCP option. This
can either be enabled or disabled. By default, DHCP should be
enabled. If it is not, press the Edit soft key, or the tick in the center of
the navigation cross key, and then press Up, Down, Left, or Right on
the navigation cross to toggle between „disabled‟ and „enabled‟. Press
the OK soft key or the tick button to set the option and continue.
4. Use the arrow keys to scroll down to the Server Menu option and
press the Select soft key.
5. Ensure that the „Server Type‟ is set to the default setting: FTP. If it is
not, Press the Edit soft key to access the setting and then use the
arrow keys on the navigation cross to set the option to FTP.
6. Press the OK soft key to confirm this setting and highlight the next
option: Server Address.
7. Press the Edit soft key and then enter the IP address of the SCS
server (press the star key * to enter dots and the a->1A soft key to
toggle between numeric and alpha input). Press the OK soft key to
continue.
To delete a character use the „x‟ button or, if your phone does not
have this button, press the backspace (<<) soft key.
8. Press the Exit soft key to return to the main configuration screen.
10. Using the arrow keys, navigate to and highlight the Save and Reboot
option and then press the Select soft key.
The phone will reboot and register to the SCS with a temporary ID.
The temporary ID enables call access from the phone until a user account/line
can be assigned to the device. Adding lines is covered in the following
section.
Adding a Line
Now that the phone is registered on the network it will be appear in the SCS
Administration interface‟s phone list, along with its temporary ID (unless a
user account was configured and assigned to the phone prior to registration,
in which case the phone will have gathered that profile during registration):
Note: Before a line can be added to the phone a user account must first be
created, see the Configuring User Profiles task based guide for full
instructions of creating user accounts.
1. Click on the phone profile in question (if you have navigated away from
the phone list you can return to it by opening the Devices menu and
selecting Phones).
2. On the left-hand side of the screen, select the Lines menu option.
4. Use the search field to search for a specific user account and then click
the Search button, or to call up the entire list of users without filtering,
simply click Search.
5. Tick the check-box of the user that you would like to add as a line to the
phone and then click Select.
7. Now send the new line information to the phone itself by ticking the
phone‟s check-box and then clicking on Send Profiles.
8. When a profile is sent the phone will reboot. For this reason you have the
option to defer profile sending, just in case it is not an appropriate time to
restart the phone. To send the profile immediately, leave the check-box
ticked and click the OK button. To defer sending the profile, untick the
check-box and use the time and date fields to specify a preferred time,
e.g., 6pm for out of office hours.
9. You will be returned to the phone list screen and the phone will reboot.
During startup it will gather the newly assigned user profile information.
When reboot is complete and the phone has successfully registered
using the new account details you will see the new user‟s name or
extension number on the display. You can check that the phone is
working correctly by dialling the voicemail attendant or auto-attendant.
Note: Before configuring an external line, consult with the remote IP PBX
administrator to ensure you have correct user ID credentials and a valid host
name and domain for the server.
1. Place the mouse pointer over the Devices menu and select Phones.
2. Select the phone to which you would like to add the external line by
clicking on the phone‟s MAC address.
3. Click on the Lines menu located on the left-hand side of the screen.
5. In the Add External Line screen, enter the external user‟s login details
and the address or fully qualified domain name of the remote server.
6. Click OK to return to the lines screen. The newly added external line is
displayed alongside any other lines configured for the phone.
.
7. Click on Identification.
9. When the phone has rebooted, press the line button that corresponds
with the new line (the first line button is reserved for the default line) and
dial another extension, the voicemail extension for example, at the dial
tone. If the call is placed successfully then the additional line has been
configured correctly.
Disable DHCP
Configure an IP address for the phone
Set a default gateway address
Set the FTP address
Configure DNS server addresses
1. Connect the phone to the network and power it up. When the
„Welcome‟ screen appears, press the Setup soft key.
Note: To access the Setup utility if the phone is already powered up:
3. The first option in the configuration menu is the DHCP option. This
can either be enabled or disabled. By default DHCP should be
enabled. To disable DHCP, press the Edit soft key, or the tick in the
center of the navigation cross key, and then press Up, Down, Left, or
Right on the navigation cross to toggle between „disabled‟ and
„enabled‟. Press the OK soft key or the tick button to set the option
and continue.
4. Once DHCP is disabled you will notice that the LAN settings options
are activated. The first option highlighted is Phone IP Addr. Press
the Edit soft key and then use the numeric dial pad to enter the IP
address that the phone will use – use star * for dots. Each block in
the IP address is long enough for 3 characters, not all IP address
strings will require space for 3 characters. To delete a character use
the „x‟ button or, if your phone does not have this button, press the
backspace soft key (<<). When you are finished, press the OK soft
key to move the highlight to the next field.
5. Now fill in the Subnet Mask. Press the Edit soft key and then use the
numeric dial pad to enter the mask - use star * for dots. Each block in
the IP address is long enough for 3 characters, don‟t worry if your IP
address doesn‟t fill the blocks. To delete a character use the „x‟
button or, if your phone does not have this button, press the
backspace soft key (<<). When you are finished, press the OK soft
key to move the highlight to the next field.
6. Now enter the IP address of the default gateway in the same way.
7. You now need to set the FTP address. This is the address from which
the phone will gather profile information during boot up:
a. Use the arrow keys to scroll down to the Server Menu option
and press the Select soft key.
b. Ensure that the „Server Type‟ is set to the default setting: FTP. If
it is not, Press the Edit soft key to access the setting and then
use the arrow keys on the navigation cross to set the option to
FTP.
c. Press the OK soft key to confirm this setting and highlight the
next option: Server Address.
d. Press the Edit soft key and then enter the IP address of the
SCS server (press the star key * to enter dots and the a->1A
soft key to toggle between numeric and alpha input). Press the
OK soft key to continue. To delete a character use the „x‟ button
or, if your phone does not have this button, press the backspace
soft key (<<).
8. You now need to configure DNS server address settings. Using the
down arrow, highlight the DNS Server option. Press the Edit button
and input the address of the primary DNS server. Press the OK soft
key when you are ready to continue.
10. All required LAN settings are now configured. Press the Exit soft key
to quit the configuration utility.
11. Press the Select soft key to execute a „Save and Reboot‟. All settings
will be saved and the phone will reboot. During the boot process the
phone will gather any phone profiles that have been created on the
SCS using its MAC address.
12. The phone will reboot and register to the SCS with a temporary ID.
The temporary ID enables call access from the phone until a user
account/line can be assigned to the device. Adding lines is covered in
the following section.
Adding a Line
Now that the phone is registered on the network it will be appear in the SCS
Administration interface‟s phone list, along with its temporary ID (unless a
user account was configured and assigned to the phone prior to registration,
in which case the phone will have gathered that profile during registration):
Note: Before a line can be added to the phone a user account must first be
created, see the Configuring User Profiles task based guide for full
instructions of creating user accounts.
1. Click on the phone profile in question (if you have navigated away from
the phone list you can return to it by opening the Devices menu and
selecting Phones).
2. On the left-hand side of the screen, select the Lines menu option.
4. Use the search field to search for a specific user account and then click
the Search button, or to call up the entire list of users without filtering,
simply click Search.
5. Tick the check-box of the user that you would like to add as a line to the
phone and then click Select.
7. Now send the new line information to the phone itself by ticking the
phone‟s check-box and then clicking on Send Profiles.
8. When a profile is sent the phone will reboot. For this reason you have the
option to defer profile sending, just in case it is not an appropriate time to
restart the phone. To send the profile immediately, leave the check-box
ticked and click the OK button. To defer sending the profile, untick the
check-box and use the time and date fields to specify a preferred time,
e.g., out of office hours.
9. You will be returned to the phone list screen and the phone will reboot.
During startup it will gather the newly assigned user profile information.
When reboot is complete and the phone has successfully registered
using the new account details you will see the new user‟s name or
extension number on the display. You can check that the phone is
working correctly by dialling the voicemail attendant or auto-attendant.
Note: Before configuring an external line, consult with the remote IP PBX
administrator to ensure you have correct user ID credentials and a valid host
name and domain for the server.
1. Place the mouse pointer over the Devices menu and select Phones.
2. Select the phone to which you would like to add the external line by
clicking on the phone‟s MAC address.
3. Click on the Lines menu located on the left-hand side of the screen.
5. In the Add External Line screen, enter the external user‟s login details
and the address or fully qualified domain name of the remote server.
6. Click OK to return to the lines screen. The newly added external line is
displayed alongside any other lines configured for the phone.
.
7. Click on Identification.
9. When the phone has rebooted, press the line button that corresponds
with the new line (the first line button is reserved for the default line) and
dial another extension, the voicemail extension for example, at the dial
tone. If the call is placed successfully then the additional line has been
configured correctly.
Phone Groups
Phone Groups can be established to apply settings across a range phones of
the same type. Each phone group can be applied to as many phones as
necessary, giving the administrator central control over a range of settings.
1. Place the mouse pointer over the Devices menu and select Phone
Groups.
6. To configure settings for the newly created group select it from the list.
7. When a group is selected, the first thing that you will need to do is
select the phone type that will be configured within the group – for
example 330s. Select a phone type from the list.
8. Using the menu on the left-hand side of the screen, configure the
settings that you would like to apply to all phones of the selected type
in this group, for example, QoS, time settings, or Codec settings. The
options that are displayed in the menu are specific to the type of phone
selected in the last step.
Simply select a phone and then enter the name of the group that you would
like to add the phone to in the Phone Groups field.
Codec Selection
During VoIP communication a device may use several different voice and
video codecs. All devices in a call agree a set of codecs that can be used
during the session, this allows them to switch to different codecs as network
conditions dictate. Sometimes it may be necessary to adjust the preferred
voice and video codecs utilized by your SoundPoint IP phone, this can be
done from within the administrator interface:
4. The codecs screen consists of two lists for voice codecs. The lists on
the left side of the screen contain all available codecs, while the lists on
the right contain those codecs currently selected for use with the
SoundPoint IP phone.
To remove codecs, highlight in the „Selected‟ list and click the Deselect
arrow.
Note: The Secure SIP Calls / Accepted IP Addresses facility cannot be used
when phones are configured to send Emergency calls directly to a gateway.
The complete set of configured phone IP addresses is too dynamic (and
possibly too large) to be maintained on the AudioCodes gateway without risk
of becoming outdated and therefore inaccurate. (The Secure SIP Calls /
Accepted IP Addresses facility is described in the AudioCodes Gateways &
High Availability section of this guide).
1. From the SCS home page, select Devices followed by Phone Groups.
2. The Phone Groups page will be displayed. Click the Add Group link.
3. Enter a Name for the group and click the Apply button followed by the
OK button.
7. From the Lines section located at the bottom left of the page, select
the Dial Plan link.
12. Select all phones that belong to the specific group by ticking their
check-boxes.
13. Click the Send Profiles button to update the phones‟ profiles. Each
phone in the group will restart in order to collect the updated profile
information.
Firmware Updates
Your Polycom IP phones may on occasion require firmware updates. These
can be applied by transferring the required firmware updates to the SCS via
the Device File utility and then simply rebooting the phone. During boot-up
the phone will acquire any relevant firmware updates.
For more on the Device File facility, please see the SCS System Configuration
guide.