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Master Template 2.0 - User Guide

1. CA There are a number of ways to troubleshoot ZTP provisioning issues e IfZTPisdisabledon the device o The software running on the phone may not support ZTP o Ensure that ZTP is enabled on the device e If the device could not contact the ZTP server o Ensure that the device has internet access to https ztp polycom com e If Mutual TLS authentication with https ztp polycom com failed o Ensure that the device has a Polycom factory installed certificate o There may be an issue getting the system time which caused the phone to reject the server certificate e lf the device association is partial or not correctly applied o Ensure that the device is associated with a configuration profile o Ensure that the profile for the device is correct 33 ZTP Provisioning Guide The remainder of this document describes several troubleshooting strategies in more detail There are two strategies you can use to troubleshoot ZTP using the ZTP Web console and if you have access to the device using the device user interface Troubleshooting Using the ZTP Console You can use the ZTP console to identify and resolve provisioning issues To troubleshoot using the ZTP Console 1 To begin troubleshooting using the ZTP console you will need to obtain the MAC address of the device you are troubleshooting If you do not know the MAC address the end user can locate the MAC address of a Polycom device in one of two ways o Ona label on th
2. 1 Perform a search fora profile or device association as shown in Searching for Profile and Device Associations 2 In the Search Results screen click on the Reference ID The Modify Service or Package window displays as shown next MODIFY SERVICE OR PACKAGE Personal Information Reference ID ZTP Assoc Demo001 SIP Service MAC Address Device ID 000412294715 De Change Copy MAC Address Device ID D004f2be815f xX Change Copy Delete Subscriber Q Polycom Inc All nahts reserved 3 Locate the device vou want to delete by MAC address and click the Delete x icon The Modification Successful screen displays 4 Click OK to confirm the deletion 27 ZTP Provisioning Guide 28 Modify Device Fields Use the available fields to associate a device with the customer contact profile you created MAC Address Device ID Enter the unique MAC address or device ID of the device you want to associate MAC addresses are usually located on the device in a hexadecimal format for example 0004F2000001 Do not add any other characters to the MAC address or Device ID fields Serial Number Enter the serial number of the device Vendor Model Enter Polycom UCS Device in this field for the SoundPoint IP SoundStation IP VVX and SpectraLink 8400 Series products Configuration Profile Enter the name of the configuration profile that you want to associate with this device The following is a list of the per device Ve
3. 30 Provisioning with ZTP When a device contacts ZTP running UCS 4 0 0 and later e All files will be delivered using mutually authenticated https sessions e Asoftware update will be triggered after initial configuration Software Updates Using ZTP You can use the ZTP solution to update your devices to UC Software version 4 0 0 and all later UCS versions You will not be able to use the ZTP solution to update your devices with UCS versions earlier than 4 0 0 The phone uses the following process when you perform a software update e Ifthe current software is BootROM 4 3 1 UCS 3 3 x as determined by the HTTP user Agent string then ZTP uses a re direction procedure to update to the version of software UCS 4 0 0 or later specified in the profile Update Re Direction Modifies the Provisioning Server Address The re direction used for the software update will cause the provisioning server address to be modified during the software update This should be taken into account if you are troubleshooting a deployment issue when vou select a software update as part of a profile e f the software on the phone is already UCS 4 0 0 or newer then the APP FILE PATH string in the lt MACaddress gt cfg file is used to specify where the new software is located Notes on Updating Software Before you begin updating your software consider the following points e ZTP is designed to be used once for your initial device installation It is
4. Once you have logged in the following functions will be available on the ZTP Web interface o Find Operations All users o Profile Association All users o Profile Management Displays when logged in as a service provider This option will not display when logged in as a reseller In c All rights reserved Launching ZTP This chapter has given you an overview of the Polycom ZTP solution requirements for its use and shown you how to launch the Polycom ZTP console e Searching for Profile and Device Associations explains the Find Operations functions e Making Profile Associations explains the Profile Associations functions e Managing Profiles and Devices explains the Profile Management functions Chapter 2 Searching for Profile and Device Associations This section shows you how to use the Find Operations function to search for profiles and device associations You can use the Find Operations function to search for profiles or devices for informational purposes or for troubleshooting You can also use the Find Operations function to search for profiles and devices when you want to associate a configuration profile with one or more devices or when you want to manage your profiles or devices The Find Operations function enables you to search by e Customer information such as reference ID first name last name phone number email and city Device information such as MAC address Model and Serial Number Note Cu
5. POLYCOM Polycom Zero Touch Provisioning User Guide January 2012 3804 11530 400 RevF ZTP Provisioning Guide Trademark Information POLYCOMB the Polycom Triangles logo and the names and marks associated with Polycom s products are trademarks and or service marks of Polycom Inc and are registered and or common law marks in the United States and various other countries All other trademarks are property of their respective owners No portion hereof may be reproduced or transmitted in any form or by any means for any purpose other than the recipient s personal use without the express written permission of Polycom Disclaimer Some countries states or provinces do not allow the exclusion or limitation of implied warranties or the limitation of incidental or consequential damages for certain products supplied to consumers or the limitation of liability for personal injury so the above limitations and exclusions may be limited in their application to you When the implied warranties are not allowed to be excluded in their entirety they will be limited to the duration of the applicable written warranty This warranty gives you specific legal rights which may vary depending on local law 2012 Polycom Inc All rights reserved Polycom Inc 4750 Willow Road Pleasanton CA 94588 2708 USA No part of this document may be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose
6. 11 Records Search Profie 0000 Page 1ofa Rec Profile Name Vendor Vendor Model Croan ose porn Last Updated Status Delete Thu Aug 11 profile s Polycom Polycom UCS Device admin 14 38 08 IST Published 3 2011 Wed Aug 10 srinivas profile Polycom Polycom UCS Device admin 14 35 35 IST Published O 2011 Tue Aug 09 profile_a Polycom Polycom UCS Device admin 18 45 57 IST Published x lt 2011 Tue Aug 09 test123 Polycom Polycom_UCS_Device admin 19 35 22 IST Published 2011 Wed Aug 10 WW WW Polycom Polycom_UCS_Device admin 11 24 09 IST Published I 2011 Site Contact Conditions Map Us Terms amp Privacy Polycom Inc All rights reserved 2 Click OK at the prompt to confirm that you want to delete the profile The profile is deleted and removed from the list 22 Managing Profiles and Devices Profile Editor Fields Profile Name Enter the profile name This is the name of the configuration profile that provisions the devices Vendor Model Enter Polycom UCS Device in this field for the SoundPoint IP SoundStation IP VVX and SpectraLink 8400 Series products Upload File Click Browse to choose a configuration file associated with the configuration profile Note that you must format this file according to Polycom Unified Configuration UC Software configuration file format For information on Polycom configuration file format see the section What are the Configuration Files in the Polycom UC Software 4 0 1 Adminis
7. My Service Requests Batch Warranty and Entittement Lookup My Companys RMAs gt My Company s Semice Requests Hardware Upgrade Bulk RIMA My Company s Reports gt Te Doing Business with Polycom Reference Documentation ContactInformation Feature Request z Suppor site quick reference guide gt Service Policies Online RMA Access Request SUbstcripion Center Polycom Inc All rights reserved The Support Login page displays 2 Onthe Support Login page shown next enter an email address and password and click Sign In This is the same email address and password that you use to access other Polycom sites for example the Partner Resource Center PRC ZTP Provisioning Guide POLYCOM Support Support Home Licensing amp Product Registration Knowledge Base Service amp RMAs Login Email Address Password 2 C Keep me signed in Register for An Account Forgot My Password Problems Logging In The Polycom ZTP console displays shown next POLYCOM Find Operations Profile Association Profile Management Logout Terms amp Conditions Note that the functions displayed along the left side of the window vary depending on whether Polyc om vou are logged in as a service provider or a reseller The examples used in this document illustrate a view of the ZTP console when logged in as a service provider except where otherwise stated
8. can reference one or more devices with this identifier e Phone Number Phone number e Email Email address e City City e Use the following fields to search for devices e Serial Number The serial number of a device UC Software devices use the MAC address as the serial number e Model Select the device model from the drop down menu At present Polycom UCS Device is the only available type e MAC Address The MAC address of the device e Configuration Profile Enter the name of the configuration profile The configuration profile is created by the service provider and contains parameters specific to the service provider network such as redirection URL or software version e Device View Check this box if you want to display search results by device MAC address or serial number rather than the default Reference ID e No ofResults Per Page By default ten results display The minimum is two e DownloadResults To save search results to a local file rather than viewing them on the screen check this box A dialog box will prompt you to choose a location where the records will be downloaded The results are saved in a CSV file that you can import into tools like Microsoft Excel for analysis e Max Number of Entries Enter the number of search records you want to save to the file By default all records are saved e Ignore Case lf selected the search will ignore capitalization MAC addresses in the Device Info section are always lower ca
9. device properties and click Done when you are finished The Modification Successful screen displays the details of the device you modified 5 Click OK to confirm the modification You have successfully modified the device and are returned to the Modify Service or Package screen Copying a Device Profile When you want to deploy a new device with the same or similar configuration to that of an existing device you can copy the association of the existing device to the new device To copy a device association 1 Perform a search for a profile or device association as shown in Searching for Profile and Device Associations 2 Inthe Search Results screen click on the Reference ID The Modify Service or Package window displays as shown next 25 ZTP Provisioning Guide MODIFY SERVICE OR PACKAGE Personal Information Reference iD ZTP Assoc Demo001 Change Add SIP Service MAC Address Device ID 00412294715 Change MAC Address Device ID 0004f2be815f Q Change Delete Subscriber Polycom Inc All nghts reserved 3 Locate the device you want to copy by MAC address and click Copy The Create window will display CREATE MAC Address Device ID Serial No d bout Polycom Inc All rights reserved 4 Enter the MAC address mandatory or Serial Number of the device you want to copy to and click Done The Modification Successful window displays 5 ClickOKto confirm the copy Changing
10. label service Service providers may be responsible for creating and managing device profiles and optionally performing device association operations How the Guide is Organized This user guide is organized by the functions you can perform using ZTP as follows e Chapter 1 Launching the Polycom Zero Touch Provisioning Solution The introduction provides an overview of the Polycom ZTP solution e Chapter 2 Searching For Profile and Device Associations This chapter shows you how to search for devices that have already been associated e Chapter 3 Making Profile Associations This chapter shows you how to make profile associations e Chapter 4 Managing Profiles and Devices This chapter gives service providers instructions for provisioning and managing profiles and associations e Chapter 5 Provisioning with ZTP This chapter provides resellers instructions for creating and managing device associations e Chapter 6 ZTP Troubleshooting This chapter provides information on how to identify and troubleshoot potential issues you may have while working with the ZTP solution ZTP Provisioning Guide Terms Used in this Guide The following table introduces the terms and acronyms you will find in this user guide Table 1 Terms and Acronyms Used in this Guide Term Definition Admin A Polycom administrator API Application Program Interface Association A relationship between a device and a profile Associations are the primary mechani
11. not designed to be used for ongoing management of devices e The ZTP system will use configuration parameters to disable the ZTP features once you have completed provisioning the devices and the devices contact ZTP for the first time e lf itis necessary to use ZTP at a later time you can re enable it and re apply a profile e The following device requirements must be met to use ZTP o Devices must be running software revision UCS3 3 2 BR4 3 1 or later o Devices must have a factory installed device certificate that is activated For details see Technical Bulletin 37148 Device Certificates on Polycom SoundPoint IP SoundStation IP and VVX 1500 Phones o Devices must be able to contact the ZTP solution using HTTP and HTTPS protocols typically using Ports 80 and 443 from their point of installation 31 ZTP Provisioning Guide 32 Chapter 6 ZTP Troubleshooting This chapter contains troubleshooting tips for ZTP users and is intended primarily for Polycom and partner technical support personnel Identifying Issues There may be an issue with your provisioning if you observe one or more of the following e The phone does not show a registration icon on the idle display screen e The time and date display is flashing indicating the phone did not get a valid time setting e The line key label says SoundPoint IP as shown in the following illustration _ndPoint IP Tuesday November 1 11 20 AM New Call Forward
12. 2011 Tue Aug 09 test123 Polycom Polycom UCS Device admin 19 35 22 IST Published 2011 Wed Aug 10 WW WW Polycom Polycom UCS Device admin 11 24 09 IST Published xX 2011 Conditions Terms amp Privacy Polycom Inc All rights reserved The configuration profile you created displays in the list of Configuration Profiles 19 ZTP Provisioning Guide Modifying a Profile You can modify a configuration profile by changing the profile parameters To modify a profile 1 On the Profile Management screen under Configuration Profiles click on the Profile Name of the configuration profile that you want to modify as shown next POLYCOM PROFILE MANAGEMENT Find Operations Profile Association Profile Management Profile Editor Logout Profile Name Vendor Model Polycom_UCS_Device v Upload File Provisioning Server Address Redirection URL Provisioning Server UserName Provisioning Server Password Software Version v Enable Provisioning Polling Enable v Boot Server DHCP Option setting 0 Option 66 v Option 60 Type asci _S Enable Quick Setup Enable Language Swedish_Sweden v Configuration Profiles 11 Records searcnProle 00a Page 1of3 LIRE Created Modified Profile Name Vendor Vendor Model By Last Updated Status Delete Thu Aug 11 C profiles gt Polycom Polycom_UCS_Device admin 14 38 08 IST Published na 2011 Wed Aug 10 srinivas_profile Polycom Polycom_U
13. 45 57 IST Published rie 2011 Tue Aug 09 test123 Polycom Polycom_UCS_Device admin 19 35 22 IST Published Xx 2011 Wed Aug 10 WWWW Polycom Polycom_UCS_Device admin 11 24 09 IST Published ra 2011 i Site Contact Conditions Poli Trademarks Map Us Feedback Terms amp Privacy Polycom Inc All rights reserved 2 Editanyofthe fields for your selected configuration profile in the Profile Editor For a description of each field in the Profile Editor see the sidebar Profile Editor Fields 3 Click Modify when you are finished modifying the profile The profile is modified and displays in your list of Configuration Profiles 21 ZTP Provisioning Guide Deleting a Profile You can delete a profile from the list of Configuration Profiles To delete a profile 1 Onthe Profile Management screen click on the Delete x icon beside the profile you want to delete as shown next POLYCOM PROFILE MANAGEMENT Find Operations Profile Association Profile Management Profile Editor Logout Profile Name Vendor Model Polycom_UCS_Device _ DI Upload File Lf Browse Provisioning Server Address Redirection URL ttp Provisioning Server UserName Provisioning Server Password Software Version v Enable Provisioning Polling v Boot Server DHCP Option setting 0 Option 66 wi Option 60 Type ascii v Enable Quick Setup Enable v Language Swedish Sweden v Configuration Profiles
14. 66 the factory default the device will look for a provisioning server address in DHCP or DHCP INFORM 2 Next the device will look for a statically configured provisioning server address not 0 0 0 0 or Null 3 If ZIP is enabled the device will contact ZTP For more details about the provisioning server discovery process see Chapter 3 Setting up Your Phone Network in the Polycom UC Software 4 0 1 Administrators Guide or see UC Software Provisioning Best Practices Once the provisioning server discovery process is complete you can enable or disable ZTP in one of two Ways e Onthe phone press Menu gt Settings gt Advanced and enter the phone s password default 456 Choose Admin Settings gt Network Configuration gt Provisioning Server Server Menu gt ZTP OR e Use the Polycom centralized provisioning method You will need to locate the following parameters in either the device cfg or site cfg template configuration file and set the value of each of the following parameters to 1 o device set o device prov ztpEnabled o device prov ztpEnabled set 29 ZTP Provisioning Guide Note ZTP is Disabled by a Software Update By default the ZTP feature is disabled on the phone when you update to a UC Software version that supports ZTP Note ZTP Default Configuration Method in 2012 Polycom plans to offer ZTP as the factory default configuration method as of February 2012 For details see Engineering A
15. CS_Device admin 14 35 35 IST Published 2011 Tue Aug 09 profile_a Polycom Polycom_UCS_Device admin 18 45 57 IST Published GB 2011 Tue Aug 09 test123 Polycom Polycom UCS Device admin 19 35 22 IST Published Q 2011 Wed Aug 10 www Polycom Polycom_UCS_Device admin 11 24 09 IST Published IC 2011 Site Contact Conditions Map Us Terms amp Privacy Polycom Inc All rights reserved 20 Managing Profiles and Devices The Profile Editor window of the profile displays shown next POLYCOM PROFILE MANAGEMENT Find Operations Profile Association Profile Management Profile Editor Logout Profile Name fe Vendor Model Upload File ____ Browse Provisioning Server Address Redirection URL Provisioning Server UserName Do Provisioning Server Password Software Version Select Version v Enable Provisioning Polling Select Polling Enable v Boot Server DHCP Option setting Select Boot Server DHCP Option v Option 60 Type Select Option 60 Type v Enable Quick Setup Enable v Language Swedish_Sweden v Modify J Reset Configuration Profiles 12 Records Search Profle dQ Page 10f3 Found Profile Name Vendor Vendor Model ie REN Last Updated Status Delete Thu Aug 11 profile s Polycom Polycom UCS Device admin 14 38 08 IST Published x 2011 Wed Aug 10 srinivas_profile Polycom Polycom_UCS_Device admin 14 35 35 IST Published X 2011 Tue Aug 09 profile_a Polycom Polycom UCS Device admin 18
16. P you will need to place the language file on your final provisioning server To apply a non English language file to your devices see Setting the Phone Language in Chapter 6 of the Polycom UC Software 4 0 1 Administrators Guide Before You Deploy Devices Using ZTP Before you deploy devices using ZTP ensure that all of the following conditions are fulfilled You can use ZTP to provision Polycom SoundPoint IP SoundStation IP and VVX business media phones as long as the devices are running UCS 3 3 2 or later To provision SpectraLink 8400 Series wireless handsets using ZTP the handsets will need to be running software release UCS 4 0 1 or later All devices must have http https access to ztp polycom com Note that there may be issues relating to TLS connections if you are using an http proxy at the customer location Ensure that no server address is configured in DHCP Option 66 or 160 on your DHCP server In addition ensure that the following are set on each phone o The phones must have a factory installed device certificate To find out if your phone model has a factory installed device certificate see Technical Bulletin 37148 Device Certificates on Polycom SoundPoint IP SoundStation IP and Polycom VVX 1500 Phones o The Provisioning Server Server Address field listed in the device menu system must be Null By default this field is Null on all Polycom devices o The ZTP feature must be enabled on the device Polycom devic
17. Tan About Policom inc AJ mghts reserved 4 Click on the Reference ID of a device A confirmation screen displays as shown next Press OK to confirm subscription Personal Information Name Marek Reference ID ZTP Assoc Demo002 Phone Number E Mail Address Address CA United States SIP Information Device MAC 0004f2033e69 Serial Number 0004F2033E69 Device Vendor Polycom Vendor Model Polycom_UCS_Device Privacy Policy Trademarks Site Map Contact Us Feedback About Polycom inc All rights reserved 5 Click OK You must click the OK button to enter the device association to the ZIP database To find out whether the MAC address was entered incorrectly or the association is partial return to the Find Operations screen and enter other information that will identify the device for example a customer name that was entered during the association If you believe the association was performed by someone outside of your company try to associate the device to a profile yourself If the device has already been associated you will see a warning message Contact Polycom Tech Support to resolve this issue 39 ZTP Provisioning Guide If the Device Did Not Contact ZTP If the device did not contact ZTP you can troubleshoot settings on the device you can verify the VLAN settings and you can verify the device certificate Troubleshoot Settings on the Device e Verify that ZTP is enabled on the device To verify that ZTP is en
18. a AE EO 2 2 0004f2a58207 SIP NA Marek ZTPDemo1 0004F2A58A07 TrainingDemo001 Last access time Thu NOV 24 13 37 18 EST 2011 No of times accessed 2 Your search results will vary depending on the search criteria you use For a description of each search result field see the sidebar Search Result Fields for Find Operations If no search results display go to Why Did No Search Results Display ZTP Provisioning Guide Note Choosing the Number of Search Results If the number of search results exceeds the number per page that can be displayed page navigation icons will display You can define the number of search results to display in the Max Number of Entries field of the Find Operations screen Find Operations can be used to modify devices in any of the following ways Click on one of the links to modify a device e lf you are modifying a device association go to Modifying a Device Association e lf you are copying a Device Association go to Copying a Device Profile e If you are changing the device associated with a profile go to Changing the Device Associated with a Profile e lf you are deleting a device go to Deleting a Device 10 Searching for Profile and Device Associations Search Fields for Find Operations Use the following fields to search for customer and device information e FirstName First name e LastName Last name e Reference ID A unique identifier that helps you reference a profile association You
19. abled on the device go to Menu gt Settings gt Advanced enter the password default 456 and press Enter Then choose Admin Settings gt Network Configuration gt Provisioning Server and press Select Scroll down to ZTP and choose Enabled as shown next s Server Menu File Tx Tries 3 Retry Wait 1 Tag SH to UR Disabled ZTP Back Edit Note that each time the device contacts ZTP the ZTP field becomes disabled e Verify that the Boot Server menu is set to Static On the Provisioning Server menu choose DHCP Menu press Select set the Boot Server field to Static press the Back soft key twice and choose Save Configuration as shown next DHCP Menu Boot Server Boot gt ry Opt 160 BootSrv Type String Option 60 Format RFC3925 Binary Back Edit e Verify that the provisioning server Server Address field is Null If the Server Address field is Null the device likely did not contact the ZTP server Verify that the Device has HTTP HTTPS Access to ZTP If you want to check whether the device network allows access to the ZTP server try the following 40 ZTP Troubleshooting e Enter the following URL to your browser http ztp polycom com 000000000000 cfg If the device can access the server you should be able to view this configuration file If you get an error message it is likely that your network does not allow access to the ZTP server Verify the Security Certificates The Mu
20. association It must be an alphanumeric string between four and 20 characters o Company Name Enter the name of the company that will use the devices o FirstName Enter the first name of the customer contact o LastName Enter the last name of the customer contact o Phone Number Enter the phone number of the customer contact o Email Address Enter the email address of the customer contact o Street Address City State Zip Postal Code Country Code If you want to clear all fields click the Reset button Settings Customer Contact Profiles Note that any devices you associate with a profile will be linked to the reference ID you enter here The examples shown next will refer to the customer contact profile to indicate that a device is linked to the personal information of a particular reference ID 3 Click Next to continue The Create screen displays as shown next CREATE 1 Of 30000 MAC Address Device ID CT Serial No o E Vendor Model v Configuration Profile Click Here to Enter Vendor Extension Next Finish 4 Inthe Create screen enter the device details If you want to make per device configuration changes to settings in the Configuration Profile click on Click Here to Enter Vendor Extension to expose and view available per device fields as shown next Note that where per device settings are duplicated in the Configuration Profile the per device settings will override the Configurati
21. atesavntanncedstatecieapsciuncswasandeameceusnautatocnsstceasienvadoraedighndedwtetedepeconntas 2 Before You Deploy Devices Using ZTP cccscsccscscecsccscscsccccececscsceccccscsceccececsceseececscsceccecscecscssecsess 2 Launching the Polycom ZTP Console ccscsssccscscecsecscsceccccececscsceccecscncescecscncsceccecscssescecscecscssescecs 3 Chapter 2 Searching for Profile and Device ASSOCIATIONS cecsecscecsccscsceccccecsceccccecscsceecess 7 Chapter 3 Making Profile Associations ccccscsceccccscsceccccccnceccccecscsceccccscscescececsceseececnces 13 Chapter 4 Managing Profiles and DeVICES ccscecsccscscscsccccscsccccccscsceccecscsceccecscscescececces 17 Managing Configuration Profiles scsccccccscssscsccscsccccccscscsceccccecscnceccecscscescececscsseececscscsceseccecnces 17 creatine Pollo rare 17 Moding Poesia dora 20 Delete es OT saosin eee pce steers o eine 22 IManasin DEeVvies in rara diana laid 24 Modifying a DEVICGASSOCIATON vitriiirrir aiar 24 Copying a Device Prole ir 25 Changing the Device Associated with a Profile ii 26 Delio Pall 27 Chapter 5 Provisioning with ZTP esesessesessecessecesoecesoscesesoecosoecesoecesoecesoecessececesoessecesesoeoe 29 Provisioning Server DISCOV ONY pianino 29 PIOVISIONINRE ON ZEP ea ii 30 Software Updates Using ZIP iraniana rta 31 Notes on Updating SoftWare ziutpanst osa sob lono o ora 31 Chapter 6 ZTP Troubleshoo5t
22. ation profile with one or more devices or you can manage your profile and device associations 12 Refer to Making Profile Associations to make device associations Refer to Managing Profiles and Devices to manage profile and device associations Chapter 3 Making Profile Associations This section shows you how to use the Profile Association function which you can use to associate one or more devices with a configuration profile Once you have launched the Polycom ZTP console as shown in Launching the Polycom ZTP Console you can begin making a profile association To make a profile association you will need to create a customer contact profile the personal information that identifies the customer contact To perform an association 1 On the left navigation bar in the ZTP console click Profile Association shown next J POLYCOM Find Operations 6 Profile Association Profile Manage me nt Logout Terms 8 Conditions ADD PERSONAL INFORMATION Reference ID First Mame Company Name Ld Last Name LT Phone Number Email Address Street Addrassi 7 Street Address CC TT City EI State Code CA fip Postal Code eo Gi Country Code United States Fields marked are mandatory Mexi Reset 13 ZTP Provisioning Guide 14 2 Createa customer contact profile by entering information in one or more of the available fields o Reference ID mandatory This ID must be unique for every
23. ciation as shown in Searching for Profile and Device Associations 2 Inthe Search Results screen click on Reference ID The Modify Service or Package window displays as shown next MODIFY SERVICE OR PACKAGE Personal Information Reference ID MarekTest111209a Change SIP Service MAC Address Device ID Q Change Copy Delete Subscriber Q Privacy Policy Trademarks Ste Mag Contact Us Feedback A t Polycom Inc Ail nghts reserved 3 Click on the MAC address The Modify window displays as shown next MAC Address Device ID 000412342841 Serial No 0004F 2302801 Vendor Model TPDemo1 Configuration Profile Click Here to Enter Vendor Extension E 24 Managing Profiles and Devices If you want to override some or all of the settings in the configuration profile for a device click on Click Here to Enter Vendor Extension to view all available device fields as shown next For a description of each device field in the Modify screen see the sidebar Modify Device Fields MODIFY MAC Address Device ID Serial No Vendor Model Configuration Profile Click Here to Enter Vendor Extension SIP Server Address O Outbound Proxy Address fo Provisioning Server Address O Provisioning Server Username Provisioning Server Password O Enable Provisioning Polling None gt v SIP Authentication User ID SIP Authentication Password Line Label I SIP Display Name O 4 Modify any of the
24. dvisory 75429 Product Shipping Configuration Change Notice Provisioning on ZTP This section describes how the device interacts with ZTP When a device running BootROM 4 3 1 UCS 3 3 2 or newer 3 3 x patches contacts ZTP 1 The device will request the BootROM ld using http This file will not be delivered by ZTP unless a software update is required 2 The device will request its own lt MACaddress gt cfg If there is a device association in ZTP a Asoftware update will be carried out if required See Software Updates Using ZTP for details on updating software b The phone will request its lt MACaddress gt cfg using https and a mutually authenticated TLS session will be used to deliver the configuration profile defined in lt MACaddress gt profile cfg to the phone c The ZTP feature on the phone will be disabled If there is no device association in ZTP o The device will serve up 000000000000 cfg which will set ztpEnabled 0 and the provisioning server address to Null Note For software versions prior to UCS 4 0 0 phones get the lt MACaddress gt cfg using http If you are running BootROM 4 3 1 UC Software 3 3 x the phone will request and receive lt MACaddress gt cfg using http as an initial stage This additional step is required since the BootROM software does not support file download using the https protocol Note also that the lt MACaddress gt cfg file does not contain sensitive or confidential information
25. e Server Address field is Null it is a good indication that ZTP did not find an association for the device 3 Scroll down to the ZTP field A Servers Back Edit 36 ZTP Troubleshooting ZTP is automatically disabled each time the device accesses ZTP If the ZTP field reads Enabled it is a good indication that the device could not access ZTP See the section If the Device Did Not Contact ZTP for further troubleshooting tips Additional Troubleshooting You can perform additional troubleshooting in the following ways e Restart the phone repeat the steps in Troubleshooting Using the ZTP Console and observe changes in Device ZTP Access Status field e Delete the profile association perform the profile association again and restart the device e Openandview the configuration file and confirm that the settings match your expectations To view the Configuration files 1 Perform the steps in Troubleshooting Using the ZTP Console 2 Fromthe Search Results screen choose a device and click on Details The Detailed Subscriber Information screen displays shown next DETAILED SUBSCRIBER INFORMATION Personal information Hama Marek Reference ID ZTP ASSO Demoto1 Phone Humber E Mail Address Address GA United States SIP Information HP Device MAG D004 Li TT Ferial Number DOOM ZDA TE HP Device Vendor Polycom SiP Device Vendor Model Polytom UNS Dve Configuration Profile ETPIemoi SP image File Te S Ol ERED TITS p
26. e back of the device The MAC address is a hexadecimal number located on the bar code label directly above the bar code in the following format 0004f2000001 OR o Navigate on the Polycom device If you are using a SoundPoint IP or VVX device go to Menu gt Status gt Platform gt Phone The MAC address is in the Serial Number S N field If you are using a SpectraLink device go to Settings gt Status gt Platform gt Phone The MAC address is in the MAC field 2 Once you have the MAC address of the device you are troubleshooting log in to the ZTP console For help on logging in see Launching the Polycom ZTP Console 3 From the ZTP console select Find Operations The Find Operations screen displays 4 Check Device View as shown next POLYCOM Le FIND OPERATIONS Find Operations Profile Association Profile Management i Logout First Name di Last Name Ld Reference ID Loo Phone Number Loo Email Cd City Co Serial Number CF Model Select Model v MAC Address Configuration Profile No of Results Per Page Download Results O Max No of Entries Ignore Case O Subscriber Status Send to Email O 34 ZTP Troubleshooting 5 Enter the MAC address of the device into the MAC Address field as shown next FIND OPERATIONS Find Operations Profile Association Profile Management First Name CT Last Name CT Reference ID tL Phone Number CL Email L City D O S
27. e updates e Tosetadditional configuration parameters that simplify deployment for example a custom CA certificate for HTTPS provisioning Accessing Services Polycom ZTP users will have access to the following services and components e Anautomated server available 24 7 that will accept requests from Polycom devices running the Polycom Unified Communications UC provisioning software and provide an initial configuration of the product e A partner Web portal and API accessible by registered partners and channels that you can use o To create configuration profiles o To associate devices to a configuration profile o To generate reports and query the status of devices associated with the ZTP solution ZTP Provisioning Guide Limitations on the Use of ZTP Consider the following limitations when using ZTP Software upgrades for VVX 1500 devices running software version UCS 3 3 2 or 3 3 3 will not take effect The configuration settings in the profile will be applied This issue has been addressed in software release UCS 3 3 3RevB If your devices are running software version 3 3 2 you will need to manually re boot the devices during the install process This issue is addressed in UC Software versions 3 3 3 and all later versions You cannot download language files for the device using the ZTP server Polycom makes available a number of language files with the UC Software If you choose a language other than the default English in ZT
28. en performing device associations Zero Touch Provisioning Chapter 1 Launching the Polycom Zero Touch Provisioning Solution This chapter will show you how to launch the Polycom Zero Touch Provisioning ZTP solution Before you begin take a moment to read Understanding the ZTP Solution which introduces the ZTP solution and shows you how to log in to the Polycom ZTP console Understanding the ZTP Solution The Zero Touch Provisioning ZTP solution is a cloud based Web service designed to simplify the deployment of Polycom VoIP devices Specifically the Polycom ZTP console is a Web interface also called a Web console that you can use to create and manage profiles and device associations The ZTP solution is intended primarily as a one time step at initial deployment There are several advantages to using the ZTP solution to deploy Polycom phones Typically end customers require a supplier or skilled installer to deploy VoIP devices out of the box The ZTP Web console enables you to create provisioning profiles that you can associate with one or more devices These profiles enable end customers to save time and money by installing the devices themselves Most importantly the profiles you create provide a central provisioning server address that automatically redirects multiple customer devices to your provisioning server In addition to setting the provisioning server address you may also use the ZTP solution e To perform softwar
29. erial Number 0 222 172 2 Model Select Model v MAC Address E 000472000001 gt Configuration Profile CFT Device View 4 No of Results Per Page Download Results D Max No of Entries Ignore Case O Subscriber Status Send to Email O 6 Click Search The device details display in the Search Results screen as shown next SEARCH RESULTS Records 1 7 of total records 7 MAC Address Details Name Profile SeriaiNo Reference ID Device ZTP Access Status Last access time Fr Dec 00 11 53 51 EST 2011 00412302841 SIP Detaila Marek ZTPDemo1 0004F 2302801 Mares Test 112094 N f mes accessed Note No Search Results Display If your device search yields no search results this is a good indication that the device association was not performed correctly or was performed by someone outside of your company If no search results display see the section Why Did No Search Results Display for more details on why search results do not display 7 In the Search Results screen view the Device ZTP Access Status field for the device you want to troubleshoot This field can display any of the following details o Last access time This can indicate any of the following events The last time the device contacted the ZTP server The device contacted ZTP and downloaded at least one configuration file at the time indicated If someone viewed a configuration file from the ZTP console If the configuration file download failed due t
30. es beginning Q1 2012 are configured with the ZTP feature enabled by default For more information on this change see Technical Bulletin 64309 Launching ZTP Launching the Polycom ZTP Console This section shows you how to launch the Polycom ZTP console To begin you will need to be using one of the following Web browsers e Microsoft Internet Explorer 7 0 or later e Mozilla Firefox 3 0 X or later e Google Chrome 10 0 X or later e Apple Safari 5 0 4 or later To launch the Polycom ZTP console 1 Open your Web browser navigate to http support polycom com and click on Zero Touch Provisioning shown next 3 POLYCOM Support z Licensing amp Product Registration Knowledge Base Service amp RMAs Documents and Downloads Customer Management Community Support Home Polycom Knowledge Base Email Address Pani Enter your search critena C Keep me signed in E 3 Register for An Account Forget My Password 3 Problems Logging in Documents and Domena Documents and Doaniosds Licensing amp Product Registration Activation Upgrade Telepresence and Video isnnientoni ro Product Please Select gt Product Registration gt UC Infrastructure Type E gt My Company s Froducts Strategic Partner Solutions RMA Status Repair Pricing Wartantly and Enttiement Lookup gt RMA Forms Repini Fedex return waybil My Company s Entilermnents z My RMAs
31. etting Select Boot Server DHCP Option Option 60 Type Select Option 60 Type lt Enable Quick Setup Select Quick Setup Language Select Language v 18 Managing Profiles and Devices 2 Enterthe profile details in any of the fields described next Note that Profile Name and Vendor Model fields marked with an asterisk are mandatory For a description of each field in the Profile Editor see the sidebar Profile Editor Fields 3 Click Add when vou are finished creating a profile POLYCOM PROFILE MANAGEMENT Find Operations Profile Association Profile Management Profile Editor Logout Profile Name Vendor Model Polyco m_UCS Dev ice w Upload File Provisioning Server Address Redirection URL http support polycom com Provisioning Server UserName Provisioning Server Password Software Version v Enable Provisioning Polling Enable v Boot Server DHCP Option setting 0 Option 66 v Option 60 Type ascii vi Enable Quick Setup Enable v Language Swedish Sweden v Add Reset Configuration Profiles 11 Records searchpro e 000 Page 10of3 IRE Profile Name Vendor Vendor Model falda RETI Last Updated Status Delete Thu Aug 11 profile_s Polycom Polycom_UCS_Device admin 14 38 08 IST Published 2011 Wed Aug 10 srinivas profile Polycom Polycom UCS Device admin 14 35 35 IST Published 2011 Tue Aug 09 profile_a Polycom Polycom_UCS_Device admin 18 45 57 IST Published x lt
32. in ssssiss odssin vodn dd vk loan s oo n b vk lb s io vis nik 33 identifying ISSUES sipot za D o O ESA 33 Troubleshooting Using the ZTP Console ssist savisaobons co krk oo ak 34 ill ZTP Provisioning Guide Troubleshooting Using the Device or Web Configuration Utility i 36 Additional IroubleSAo0tne galla 37 Why Did No Search Results Display scsscscsssscscsecsccscsccccececscscescccccscsccscecscssessccscncescecececscesess 38 Ifthe Device Did NOt Contact IPod 40 TFoublesnoot Settines onitne Device iii 40 Verify that the Device has HTTP HTTPS Access to ZTP i 40 Vernivthe Ssecurity CertificateS sa leale 41 Introduction This provisioning guide shows you how to use the Polycom Zero Touch Provisioning ZTP solution to provision Polycom phones and describes the Application Program Interfaces APIs you can use to perform device association operations without using the ZTP console This document is intended primarily for the following persons managing the deployment of Polycom devices e Reseller A reseller is a company that delivers products to end customers of Polycom devices Resellers may be responsible for device associations typically on behalf of a Service provider e Service Provider A service provider is a company that offers VoIP services to subscribers The service provider may operate their own network or may purchase VoIP network services from a carrier as a wholesale or white
33. ion is available only when logged in as a service provider The Profile Management function enables service providers to perform the following operations Creating a Profile Modifying a Profile Deleting a Profile Modifying a Device Association Copying a Device Profile Changing the Device Associated with a Profile Deleting a Device Managing Configuration Profiles This section shows you how to create modify and delete configuration profiles Creating a Profile Once you have launched the Polycom ZTP console as shown in Launching the Polycom ZTP Console you can begin managing profiles and devices 17 ZTP Provisioning Guide To create a profile 1 On the left navigation bar in the ZTP console click Profile Management shown next 3 POLYCOM Polycom inc All rights reserved Find Operations Profile Association Profile Manage me nt Logout Terms 8 Conditions The Profile Editor displays in the Profile Management screen as shown next POLYCOM PROFILE MANAGEMENT Find Operations Profile Association Profile Management Profile Editor Logout Profile Name 0 Vendor Model Polycom_UCS_Device a Upload File Browse Provisioning Server Address Redirection URL fT Provisioning Server UserName fo O O Provisioning Server Password I Software Version Select Version wi Enable Provisioning Polling Select Polling Enable v Boot Server DHCP Option s
34. ndor Extension fields Click Here to Enter Vendor Extension Click this to expose and view available parameters for single devices Note that any settings you make in these fields will override settings in the Configuration Profile SIP Server Address Enter the SIP registration server address Outbound Proxy Address Enter the IP address or URL FQDN of the applicable SIP Outbound Proxy server Provisioning Server Address This is an optional field Enter the provisioning server address of the service provider you want to download the configuration file from As a shortcut you can embed the port number username and password in the URL you enter in this field in the following format protocol username password hostname domain ca port filepath For example Note that often the provisioning server address is already included in the Configuration Profile If this address is included leave this field blank to avoid overriding the value in the Configuration Profile Provisioning Server Username Enter the user name for authenticating with the provisioning server Note that often the user name is already included in the Configuration Profile If the user name is included leave this field blank to avoid overriding the value in the Configuration Profile Provisioning Server Password Enter the password used for authenticating with the provisioning server Note that often the password is already included in the Configuration Profile If the pass
35. next The following illustration shows search results by reference ID SEARCH RESULTS MA Records 1 6 of total records 6 Reference ID Details Name Package MAC Address Subscription Status ZTP_Assoc_Demo001 Details Marek default 0004f22947f5 SIP 0004f2be815f SIP complete ZTP_Reselier_Demo002 NA Marek default 0004f21ef829 SIP complete MarekTest1208b Details Marek default 0004f23d2743 SIP complete TrainingDemo0001 NA Marek default 0004f2a58207 SIP complete MD111026a Details Marek default 0004f2000097 SIP complete MarekTestt 112094 Details Marek default 0004f23d28d1 SIP complete The following illustration shows search results sorted by MAC Address in the Device View SEARCH RESULTS Pac Records 1 7 of total records 7 MAC Address Details Name Profile SerialNo Reference ID Device ZTP Access Status Last access t me Fri Dec 09 11 53 51 EST 2011 2 2302 o 000412342641 SIP Details Marek ZTPDemo1 0004F23D28D1 MarekTest 112092 No of times accessed 6 0004121ef829 SIP NA Marek ZTPDemot 0004F21EF 829 ZTP Reselier Demo002 0004f2be815f SIP Detaits Marek ZTPDemot 0004F2BE815F ZTP_Assoc_Damo001 0004f2000097 SIP Details Marek ZTPDemo1 0004F2000097 M01110262 i a Last access time Fri Dec 09 13 16 14 EST 2011 0004123427 43 SIP Detait Marek ZTPDemo400 0004F 2302743 theron Testi2006 dritte Last access time Thu Nov 24 13 26 39 EST 2011 2 S ils vuarek I 229 5 z 000412294715 SIP Detait Marek ZTPDemo1 0004F22947F TP Assoc Demo 001 M
36. ng format protocol username password hostname domain ca port filepath For example Note that often the provisioning server address is already included in the Configuration Profile If this address is included leave this field blank to avoid overriding the value in the Configuration Profile Provisioning Server Username Enter the user name for authenticating with the provisioning server Note that often the user name is already included in the Configuration Profile If the user name is included leave this field blank to avoid overriding the value in the Configuration Profile Provisioning Server Password Enter the password used for authenticating with the provisioning server Note that often the password is already included in the Configuration Profile If the password is included leave this field blank to avoid overriding the value in the Configuration Profile Enable Provisioning Polling Enter None Enable or Disable SIP Authentication User ID Enter the user name of the SIP device SIP Authentication Password Enter the password of the SIP device Line Label Enter the line label that will display on the SIP device SIP Display Name Enter the name of the SIP device that you want to display Return to the Create Device Fields screen Chapter 4 Managing Profiles and Devices This section shows you how to manage configuration profiles and devices using the Profile Management function Note that the Profile Management funct
37. not have been installed For more information on phone revisions that include factory installed device certificates see Technical Bulletin 37148 Device Certificates on Polycom SoundPoint IP SoundStation IP and Polycom VVX 1500 Phones 41
38. o an issue for example a failed TLS transaction or network issue o Number of times accessed Indicates that an association exists and how many times the device has contacted the ZTP server ZTP Provisioning Guide o Double dashes Indicates that the device has not contacted the ZTP server If you see a double dash see the section If the Device Did Not Contact ZTP Note that display of the Device ZTP Access Status field does not necessarily indicate that a device was properly associated with a profile Troubleshooting Using the Device or Web Configuration Utility In addition to using the ZTP Web console to troubleshoot you can also use either a device s user interface if you have access to it or the Web Configuration Utility There are a number of device fields you can use to verify that the device accessed ZTP during boot up and which you can reset by rebooting the phone This section shows you how to use the device interface and the Web Configuration Utility to troubleshoot To troubleshoot using the device interface 1 Go to Menu gt Settings gt Advanced enter the password default 456 and press Enter 2 Goto Admin Settings gt Network Configuration gt Provisioning Server and press Select The Provisioning Server Server Menu fields display al Server Menu Server Address Server User bell Server Password kk Back Edit The Server Address field should be set to the provisioning server address If th
39. on Profile 1 Of 30000 MAC Address Device ID Serial No Vendor Model Configuration Profile Click Here to Enter Vendor Extension amp SIP Server Address Outbound Proxy Address Provisioning Server Address Provisioning Server Username Provisioning Server Password Enable Provisioning Polling SIP Authentication User ID SIP Authentication Password Line Label SIP Display Name CREATE Making Profile Associations 10245566hj1 10245566HJ1 lt J Polycom U S Device rofile4 Il 01 02 125 42 o o LAS MN n ulle o c z l e N o Bile 3 7 o o lt lt o o 3 o o None Polycom user o ho 5 5 For a description of each device field in the Create screen see the sidebar Create Device Fields If you want to associate more devices with the customer contact profile click Next and continue creating device associations with the customer contact profile you created Click Finish when you have entered details for all devices you want to associate with this customer contact profile Click OK to confirm the association You have successfully associated the devices with the customer contact profile associations again Troubleshooting Press Ok To Complete The Operation You must press Ok to successfully complete an association If you browse away from the page before pressing Ok you will need to search for the customer contact profile and perfo
40. p down menu You can choose to enable or disable polling Boot Server DHCP Option setting Select the boot server use options from the drop down menu Option 60 Type Select the DHCP option for SIP from the drop down menu You can choose ASCII or Binary Enable Quick Setup Select the enable quick setup option from the drop down menu You can choose to enable or disable this option For more information about this function see Quick Setup of Polycom Phones in Chapter 6 of the Polycom UC Software 4 0 1 Administrators Guide Language Select the language for the SIP device Return to Creating a Profile Return to Modifying a Profile 23 ZTP Provisioning Guide Managing Devices This section shows you how to e Modify a device association This operation is useful for example if you need to move a phone to a new location Note that the ZTP feature will need to be re enabled on the device in order to contact the ZTP server e Copy an association from one device to another This operation is useful if you want to add devices to a customer site without having to enter the configuration profile anew e Change the device associated with a profile This operation is useful for example when you want to replace a faulty device Modifying a Device Association You can use ZTP to modify the Configuration Profile of a device or properties of that profile To modify a device association 1 Perform a search fora profile or device asso
41. rm the 15 ZTP Provisioning Guide 16 Create Device Fields Use the available fields to associate a device with the customer contact profile you created MAC Address Device ID Enter the unique MAC address or device ID of the device you want to associate MAC addresses are usually located on the device in a hexadecimal format for example 0004f2000001 Do not add any other characters to the MAC address or Device ID fields Serial Number Enter the serial number of the device Vendor Model Enter Polycom UCS Device in this field for the SoundPoint IP SoundStation IP VVX and SpectraLink 8400 Series products Configuration Profile Enter the name of the configuration profile that you want to associate with this device The following is a list of the per device Vendor Extension fields Click Here to Enter Vendor Extension Click this to expose and view available parameters for single devices Note that any settings you make in these fields will override settings in the Configuration Profile SIP Server Address Enter the SIP registration server address Outbound Proxy Address Enter the IP address or URL FQDN of the applicable SIP Outbound Proxy server Provisioning Server Address This is an optional field Enter the provisioning server address of the service provider you want to download the configuration file from As a shortcut you can embed the port number username and password in the URL you enter in this field in the followi
42. roble chy Al SIP Device MAC Gent Serial Humber OOM F PRESSE alice Polycom SIP Device Vendor Model Polycom U S Device Configuration Profile LTP Derm HIP image Fle TM Tse TBF Ey B BHETEIN profile chy Al SIP Device MAC 12 Se TEA 173 Serial Humber 123456180123 SP Device Vendor Polmoni UP Device Vendor Model Portom WSS Device Lomiguratica Prone ETPDemo1 SIP Image File EHDIN cha DL 133 0087 81117 a za SIP Device MAC TARAS TATA Serial Number PSSST STA SIP Device Vendor Polycom SIP Device Vendor Model Polycom UCS Derre Configuration Profile 7TPDemot SIP image File pp hai Hi rrei Bi THA peta ry E Configuration File Icons 37 ZTP Provisioning Guide 3 Clickona blue configuration file icon A dialog displays the configuration parameters Confirm that the settings match your expectations If the configuration settings do not match what you expect go to Managing Configuration Profiles and try reviewing settings in the Profile Editor on the Profile Management screen Why Did No Search Results Display If you used the Find Operations function to search for devices and no search results display e The MAC address may have been incorrectly entered during the association e The association was started but not fully completed These partial associations are labeled Partial in the Subscriber Status field as shown next POLYCOM FIND OPERATIONS Find Operations Profile Association Profile Management Logo
43. rvice provider the Subscriber Status field is not available The Subscriber Status field is available when logged in as a reseller Searching for Profile and Device Associations 2 Enter search criteria in any of the fields You can enter criteria in all some or none of the fields The more fields you fill out the narrower your search results Note that there are two ways to view your search results By default your search results display by reference ID If you want to view your search results in the device view check Device View For a description of each search field see the sidebar Search Fields for Find Operations Admin Tip Using Wildcards to Search The character is a wild card and will generate search results for all matches for that field For example if you enter in the First Name field you will generate a complete list of devices that have the First Name field populated You can use the wild card character to search by First Name Last Name and User ID fields For example to search for all the users whose user ID starts with K you can enter k in the user ID field All users matching the criteria will be displayed 3 Click the Search button Your search results are displaved on the Search Results screen including information about the access status of the ZTP device Your search results will display according to the view vou choose by reference ID or the device view Both search result views are shown
44. se e Subscriber Status This field refers to the status of an association You can choose to search for Complete or Partial associations e Send to Email Check this box if you want to email a file containing the search results Return to Search Fields for Find Operations 11 ZTP Provisioning Guide Search Result Fields for Find Operations The following is a list of all search result fields MAC Address Displays the device MAC address and links to the Device Summary Report screen which displays device association information Details Links to the Detailed Subscriber Information page which provides the customer information your search captured Name Displays the first and last name of the subscriber Click on the active column heading Name to sort the list by subscriber name Profile Displays the names of the configuration profile associated with the device Serial Number Displays the device serial number Reference ID Displays the reference ID of the device association If the reference ID is linked you can click on it to get more information about the association and to sort the column in ascending or descending order Device ZTP Access Status Displays the current status of the device Return to Search Result Fields for Find Operations This chapter has shown you how to search for profiles and devices Once you have a list of search results you can search for profiles and devices when you want to associate a configur
45. sm by which configuration profiles are associated to devices within ZTP Company The company identifier for an entity that has access to the ZTP solution CPE Customer Premise Equipment Device A device entered into ZTP Typically one or more devices will be assigned to a Subscriber customer and will be associated with a ZTP Profile GUI Graphic User Interface MAC Address The unique number used to identify Ethernet devices Use this number to track devices within the ZTP solution Profile A set of configuration details created by a service provider The profile name will be used for device association operations and communicates out of band to people that will need to associate devices to this profile Reseller An organization that sells Polycom devices to end customers Resellers will use Service provider SIP Subscriber ZIP vi ZTP to associate devices to an appropriate configuration profile that has been set up by aservice provider An organization that provides services to customers using Polycom devices This entity uses ZTP to enable reseller partners to associate devices to a certain configuration profile The Session lnitiation Protocol SIP is a signaling protocol widely used for controlling multimedia communication sessions such as voice and video calls over Internet Protocol IP An entity within ZTP that has one or more devices assigned to it This entity is tracked by a reference ID created by the user wh
46. stomer and Device Information is Linked to a Reference ID Note that all customer and device information is associated with a reference ID For confidentiality reasons the following restrictions on search results and modifications are enforced e Youcan view and modify search results only for devices that were associated by someone from the same company as you e Service providers can view only those devices associated with a profile that they created Once you have launched the Polycom ZTP console as shown in Launching the Polycom ZTP Console you can begin searching for existing profile and device associations ZTP Provisioning Guide To search for a profile or device 1 On the left navigation bar in the ZTP console click Find Operations shown next 3 POLYCOM M Polycom inc All rights reserved A Find Operations Profile Association Profile Manage ment Logout Terms amp Conditions The Find Operations page displays shown next FIND OPERATIONS First Name LY Last Name Reference ID LY Phone Number Email Lo City Po Serial Number FT Model MAC Address FT Configuration Profile FT Device View O No of Results Per Page Download Results O Max No of Entries Ignore Case O Subscriber Status complete v Send to Email O ditions Privacy Policy Trademarks Site Map Contact Us Feedback Note The Subscriber Status Field is Available to Resellers If you are logged in as a se
47. the Device Associated with a Profile You can change or swap the device associated with a configuration profile To change the device associated with a profile 1 Perform a search fora profile or device association as shown in Searching for Profile and Device Associations 2 Inthe Search Results screen click on the Reference ID The Modify Service or Package screen displays as shown next MODIFY SERVICE OR PACKAGE 9 Personal information Reference ID ZTP_Assoc_Demo001 Change Add SIP Service MAC Address Device ID 0004f22947f5 a Copy MAC Address Device ID 0004f2be815f Q Sopy Delete Subscriber Q Feedback Polycom Inc All rights reserved 3 Locate the MAC address or Device ID of the device you want to change or swap and click Change The Modkey window displays as shown next 26 Managing Profiles and Devices MODKEY MAG Address Device ID Cee Paesi New Mac Address Device ld Of Device Serial Ho RHF ZDZ 4 Enter the MAC address or Device ID of the new device in the New Mac Address Device Id Of Device field and click Done The MAC address of the device you are changing or swapping displays in the MAC Address Device ID field The Modification Successful window displays 5 ClickOKto confirm the change or swap You have successfully modified the device and are returned to the Modify Service or Package screen Deleting a Device You can delete one or more devices To delete a device
48. trators Guide Note that ZTP does not perform error checking on this file Provisioning Server Address This is an optional field Enter the provisioning server address of the service provider you want to download the configuration file from As a shortcut you can embed the port number username and password in the URL you enter in this field in the following format protocol username password hostname domain ca port filepath For example Note that often the provisioning server address is already included in the Configuration Profile If this address is included leave this field blank to avoid overriding the value in the Configuration Profile Provisioning Server Username Enter the user name for authenticating with the provisioning server Note that often the user name is already included in the Configuration Profile If the user name is included leave this field blank to avoid overriding the value in the Configuration Profile Provisioning Server Password Enter the password used for authenticating with the service provider provisioning server Note that often the password is already included in the Configuration Profile If the password is included leave this field blank to avoid overriding the value in the Configuration Profile Software Version Select the software revision from the drop down menu The device will update to the software version you specify here Enable Provisioning Polling Select the polling option from the dro
49. tual TLS transactions that enable the device and ZTP to communicate require that the device and server cross validate security certificates During this process validation steps may fail and cause ZTP server communication to terminate If this occurs e The phone may have failed the server certificate because the date is outside the validity range e fa time server is configured but not reachable the certificate check will be carried out and may fail In this scenario the time and date displayed on the phone will be inaccurate and will flash The phone will not check the server certificate date validity if there is no time server configured either statically or in the Time Server DHCP Option You can also check if the certificate is installed on the device The server will reject the connection if the device does not contain a factory installed device certificate To confirm whether a certificate is installed on the device e Goto Menu gt Status gt Platform gt Phone and scroll down to Device Certificate o The device certificate must be set to Factory Installed for the device to access ZTP If the device certificate is set to Not Installed or Self Signed the device will not be able to access ZTP Note that even if the device cannot access ZTP ZTP will log an access o The Device Certificate field on devices that were updated to UC Software 4 0 0 and subsequently downgraded will indicate Factory Installed even though the certificate may
50. ut First Name Last Name Reference 1 Phone Number CDI Ema city H Serial Number Di Mode MAC Address Configuration Profile oo O Device View r No of Results Per Page Download Results D Max No of Entries o ignore Case O Subscriber Status partial v Send to Email n Terms A Conditions Privacy Policy Trademans Site Mao Contact Us Feedbad About 7 To search for partial associations 1 Enter the MAC address of a device in the MAC Address field or enter the character if you want to search for all partial associations The character is a wild card and will generate search results for all matches for that field 2 Inthe Subscriber Status field choose partial o The Subscriber Status field is available to service providers If you are logged in as a reseller the Subscriber Status field will not be available and both partial and complete associations will be displayed for all searches 38 ZTP Troubleshooting Note Partial Associations will be Removed Note that partial associations which display in the Subscriber Status field will be removed from the database after a few hours 3 Press Search The Search Results screen displays all partial device associations SEARCH RESULTS Records 1 1 of total records 1 Reference ID Details Name Package MAC Address Subscription Status ZTP Assoc Demot Details Marek defauli partial Privaty Policy Trasatti Site Mig Contest Ua or e aan
51. without the express written permission of Polycom Inc Under the law reproducing includes translating into another language or format As between the parties Polycom Inc retains title to and ownership of all proprietary rights with respect to the software contained within its products The software is protected by United States copyright laws and international treaty provision Therefore you must treat the software like any other copyrighted material e g a book or sound recording Every effort has been made to ensure that the information in this manual is accurate Polycom Inc is not responsible for printing or clerical errors Information in this document is subject to change without notice Customer Feedback We are striving to improve the quality of our documentation and appreciate your feedback Send your email to VoiceDocumentationFeedback polycom com Se POLYCOM Support Visit support polycom com for software downloads product documents product licenses troubleshooting tips service requests and more Contents 31 215 PR RR ROGER RTRT i How the Guide SO na i Terms Used INtrISGUI elica ii Chapter 1 Launching the Polycom Zero Touch Provisioning Solution cscsscscsecsceecsceees 1 Understanding the ZTP Solution sessssessssessssesesossssseossseossossssoesssoessssesssossssoessssesssosssscsssessssesseseo 1 Accessing Servi CES orania EEEE E AE 1 Limilatlonsontne Vse OF ZTP chesensiciccicnw
52. word is included leave this field blank to avoid overriding the value in the Configuration Profile Enable Provisioning Polling Enter None Enable or Disable SIP Authentication User ID Enter the user name of the SIP device SIP Authentication Password Enter the password of the SIP device Line Label Enter the line label that will display on the SIP device SIP Display Name Enter the name of the SIP device that you want to display Return to Modifying a Device Association Chapter 5 Provisioning with ZTP This chapter shows you how to use the ZTP solution as part of the provisioning server discovery process and shows you how to use the ZTP solution to update the Polycom Unified Communication Software UCS running on your devices Provisioning Server Discovery As of UCS release 3 3 2 and BootROM 4 3 1 you can use the ZTP solution as part of the provisioning server discovery process on the SoundPoint IP SoundStation IP and VVX business media phones If you want to use ZTP as part of the server discovery process for your SpectraLink 8400 Series wireless handsets the handsets will need to be running UCS release 4 0 1 or later Note that when you enable the ZTP feature an additional step is added to the provisioning server discovery process A device will carry out the following steps until it finds the provisioning server address 1 If DHCP provisioning server discovery is set on the device to Custom Option 66 or Custom Option

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