Polycom SpectraLink I640 User Manual

SpectraLink 8002, e340/h340/i640  
Wireless Telephone  
Configuration Cradle  
Administration Guide  
April 2008 Edition  
1725-36036-001  
Version D  
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 with SpectraLink Radio Protocol and NetLink  
Telephony Gateway (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 Hotline  
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.  
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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  
0 About this Guide ......................................................................3  
Referenced Documents ......................................................................3  
Customer Support Hotline ................................................................3  
Icons and Conventions.......................................................................4  
1 SpectraLink Configuration Cradle Overview...............................7  
2 Installing the SpectraLink Configuration Cradle..........................9  
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  
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  
8
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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  
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.  
12  
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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.  
18  
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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  
20  
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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.  
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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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.  
22  
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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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9
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  
28  
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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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