SpectraLink 8002, e340/h340/i640
Wireless Telephone
Configuration Cradle
Administration Guide
July 2008 Edition
1725-36036-001
Version E
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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
Customer Support
Polycom wants you to have a successful installation. If you have
questions please contact Polycom Customer Support Hotline at
(800) 775-5330. The hotline is open Monday through Friday,
6 a.m. to 6 p.m. Mountain Time.
For Technical Support: [email protected]
For Knowledge Base:
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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.
4
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Contents
Referenced Documents ......................................................................3
Customer Support...............................................................................3
Typical Configuration Plans............................................................11
Configuration Cradle Toolbar.........................................................14
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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
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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2
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
fi/dual_charging_stand.html into this folder. Extract the individual
files from the zip and run the PhoneConfig.exe file.
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
set in the Settings menu.
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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3
Planning the Configuration Files
Each configurable option may be categorized as one of three types:
System (Sys), Group (Grp) or User (Usr). System level options should
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.
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 Sys categories:
•
•
•
•
•
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
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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 Grp categories are:
•
Push-to-talk options on both Admin and Standby menus
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 Usr categories are:
•
•
•
•
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.
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4
Configuration Cradle Window
When first opened, the PhoneConfig program displays the toolbar and
a list of configurable options. All Editable settings fields are blank or are
set to default values. Phone settings are unavailable until a handset is
read or settings are copied to the Phone settings fields.
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 Usr.
Menu bar
Toolbar
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
Upload/download and indicators
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 Sys,
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 Save
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 Open button and browse to the file. Use
the File menu to customize the file structure, if desired.
The three flags beside the Save buttons have four colors to indicate the
status of the file displayed in the window:
•
Red: file does not exist. The filename in the window has not been
saved.
•
•
•
Yellow: file not loaded. The filename in the window exists in the
ConfigData folder but has not been loaded into the Editable settings.
Green: unsaved edits. When changes are made in the Editable
settings field(s) the green flag indicates these have not been saved.
Gray: file up to date. The settings have been saved.
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Configuration Cradle Window
Copy settings
The Copy settings arrows and checkboxes allow you to copy between
the Phone settings column and the Editable settings column. The Sys Grp
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 Stop button
will halt the transfer.
The Serial and MAC windows display the serial number and MAC
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:
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 Sys radio
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 Grp radio button on the
left side of the window for each option. Save each plan under a
different name in the Group filename field. You may have several
groups – possibly divided by sets of PTT users.
It is recommended that you establish one generic User file that has the
default (or desired) values for each User field. Click the Usr 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 Editable settings field were first uploaded
from a configured handset and then copied from 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____________________________
Sys Grp Usr Label
Filename______________________________
Editable Setting
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6
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.
2. Use the Open button located in the file management section on the
toolbar to open the System, Group and User cfg files for this handset.
3. In the Editable settings fields, enter information unique to the
handset – Extension and IP address (if using static IP). Note that
these two fields have a Next button that is useful for setting these
fields when configuring a quantity of handsets.
4. Copy the settings to the Phone settings fields using the Copy settings
right arrow.
5. Click Write Phone to begin the download.
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 Save.
7. When the Active flag turns off, the download has finished and the
handset may be removed from the Cradle.
Uploading a configuration plan from a handset
1. Place a SpectraLink Wireless Telephone with the Battery Pack
removed into the appropriate slot.
2. Click the Read Phone button to begin the upload.
3. When the Active flag turns off, the handset’s settings will appear in
the Phone settings fields.
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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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7
Software Maintenance
The SpectraLink Configuration Cradle uses proprietary software
programs written and maintained by Polycom. The software version
can be displayed via the Help menu.
Download the latest SpectraLink Configuration Cradle software from:
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.
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8
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
an [.asrt] file and sent to Customer Service for further debugging.
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.
3. Open the File menu, select Get Assert Information …
4. Browse to where you want to save the .asrt file.
5. Click Get Assert Data. The handset will upload the .asrt file to the
specified location.
6. Call Customer Service and arrange to email the file and error
message from the display.
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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.
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
US-TUVR-2236
Europe
CE Mark
CB Certification
AE 72051209
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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