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1. 802 11 Access z Points SpectraLink Wireless Telephones SpectraLink SVP Server Design 1 Requirements Certification and Limitations The following requirements are necessary to integrate Polycom SpectraLink Wi Fi telephones to the ShoreTel IP Phone system as described in this Application Note SpectraLink 8020 or 8030 Wireless Telephones batteries chargers and power supplies SpectraLink 8000 SVP server and power supply SpectraLink 8000 OAI Gateway optional and power supply Handset Administration Tool CD optional Polycom VIEW certified 3 Party Access Point infrastructure For VIEW certified access points http www polycom com usa en partners partner_programs view_certification_program view partners html ShoreTel 960 Stewart Drive Sunnyvale CA 94080 USA Phone 1 408 331 3900 1 677 80SHORE Fax 1 408 931 3393 www shorelel com See Notes 1 2 3 4 and 5 in the section Certification Testing Results Summary below for known limitations Version Support The Polycom SpectraLink 8000 components should be running the latest firmware See version support below Polycom SpectraLink SpectraLink Handset SpectraLink 8000 SVP 8000 OAI Administration 8020 8030 Server Gateway Tool CD V131 017 or V17x 028 or V82 017 or V2 2 or higher higher higher higher ShoreTel Release Certification Testing Results Summary Table 1 Basic Test Cases ID Name Description
2. 00 6 Company Information ccsscccessseeessresesseeees 22 Table 1 Basic Test Cases cccecceeeeeeeeeeeeeeeeeeees 6 Table 2 Extended Feature Test Cases 5 8 Overview This document provides a summary of how Polycom SpectraLink W1 Fi Telephones can combine with ShoreTel IP telephony systems to create powerful customer solutions It starts with a brief overview of the product features and benefits and important contact information It continues on to discuss implementation specifics and troubleshooting Features and Benefits ShoreTel solutions enable companies of any size to seamlessly integrate voice video messaging and data in their business processes ShoreTel s distributed software eliminates traditional cost complexity and reliability issues With this Polycom SpectraLink product integration ShoreTel customers can now further improve efficiency and manage costs by adding employee mobility through the use of SpectraLink 8020 and 8030 Wi Fi telephones on their converged voice and data Wi Fi infrastructure Polycom Overview and Contact Polycom Inc NASDAQ PLCM is the global leader in telepresence video and voice solutions and a visionary in communications that empower people to connect and collaborate everywhere Companies choose Polycom solutions because they allow geographically dispersed workforces to communicate more effectively and productively over distances Using Polycom voice vi
3. Resuts D enep Verify successful startup and initialization of the device static IP address up to a READY IDLE state using a static IP address Device reset idle for Verify successful re initialization of device after power Pass static configurations loss while device is idle Verify successful startup and initialization of the device DHCP up toa READY IDLE state using DHCP dynamic configurations loss while device is idle Point support DUT device under test 1 6 Verify Date and Time Verify setting of Date and Time Update on SIP DUT Pass Update support variety of terminating phones variety of terminating phones Place call re dial Verify successful call placement using re dial option 1 10 Place call speed dial Verify successful call placement using programmed Pass speed dial 1 11 CODEC support DUT to Verify successful call connection and audio path using all Pass ShoreTel Phone supported CODECs G 711 Ulaw and G 729 Shorefel 960 Stewart Drive Sunnyvale CA 94089 USA Phone 1 408 331 3900 1 677 80SHORE Fax 1 408 931 3393 www shorelel com Name _ Description gt S Results HE CODEC apr DUT Verify successful call connection and audio path using all SIP reference supported CODECs G 711 Ulaw and G 729 oee es with different default CODECs G 711 Ulaw and G 729 reference 1 19 Dual tone multi Verify successful transmission of in band and out of Pass frequency DTMF band digits RFC2833 for
4. DID Range 13125068697 3125068698 Trunks E aar 1S PSTN Failover lone i Shee ct er Group Executives Go to this User Group J f j A a User Group ecutives Go to this User Grou Voice Mail a Site Sunnyvale TPP Lab Y Menus Ei Workgroups ge English US Schedules parage Call Manager e Port i System rr pmt IP Phones SIP D2B79FEF1309284CABC1E1697319AD22 Application Servers an Conference Bridges O Ports i a sd P SoftSwiteh Ecc Sites ert ie Current Port Go Home Preferences eae Maintenance w Figure ID Adding Editing Users Define the First Name and Last Name as you deem appropriate ShoreWare Director will auto assign the next available Number 1 e extension but you can modify it to any available extension Define the License Type as needed in this example we chose Extension and Mailbox although it s not necessary to have a mailbox Define the proper User Group and set the Home Port to Any IP Phone Note If you configured the License Type for Extension Only you cannot select Any IP Phone but instead must set the Home Port for the SoftSwitch selection Save your changes then scroll down to the SIP Password section Figure 11 ShoreTel 960 Stewart Drive Sunnyvale CA 94060 USA Phone 1 408 331 3900 1 677 80SHORE Fax 1 408 931 3393 www shorelel com 2472
5. Account Codes Bridged Call Appearances Hunt Groups Paging Groups Pickup Groups Route Points Supported Codecs Codec Lists SIP Profiles Options Voice Mail Auto Attendant Menus e Workgroups e Schedules a D s m gt fm gt Page GC Tools A Individual Users 3 Add new user at site Headquarters V Go lt Q Show page 1 538SIPp VM Only v First Name 538SIPp 594 595 Always VM 589 Hitachi 580 IPP 230 Cisco 525 HQ IP230 528 HQ IP560 520 HQ Life Size 524 Remote Remote RM Cisco 522 RM Cisco 523 RM IP560 521 RM Lifesize 586 sipp527 srilatha Srilatha Test VM Only vile http 10 23 102 129 shorewaredirector user_list asp Figure 9 Trunk Groups Settings ShoreTel 960 Stewart Drive Sunnyvale CA 94080 USA Phone 1 408 331 3900 1 677 80SHORE Fax 1 408 931 3393 www shorelel com Last Name HQ Analog HQ Cisco 525 HQ IPS60 528 HQ IPS60 520 HQ LifeSize 524 Analog 2 Fax RM Cisco 523 RM IPS60 521 sipp527 2tangella Tangella Site Headquarters Headquarters Remotes Headquarters Headquarters Headquarters Headquarters Headquarters Headquarters Remotes Headquarters Headquarters Headquarters Headquarters Remotes Headquarters Remotes Remotes Headquarters Headquarters Headquarters Headquarters Headquarters Remotes User Group Executives Executives Executives Executives Ex
6. e Switch Connectivity 11 Conference Y v P11 e Conference Ports Event Log 12 Edit lt HQ HQ Analog e Services e Event Filters 1998 2007 ShoreTel Inc All rights reserved v lt Monen amatin am http 10 23 102 129 shorewaredirector switch_list asp ir e Internet A 100 Figure o Edit Switches If the ShoreGear switch that you have selected has built in capacity 1 e ShoreGear 50 90 220T1 E1 etc for IP phones and SIP trunks you can also remove 5 ports from the total number available to provide the 100 SIP Proxy configuration necessary Figure 6 Note Every 5 ports you remove from the total available will result in 100 SIP Proxy ports being made available One dedicated ShoreGear 120 switch can act as a proxy for the entire site and support up to 2400 SIP phones ShoreTel 960 Stewart Drive Sunnyvale CA 94080 USA Phone 1 408 331 3900 1 677 80SHORE Fax 1 408 931 3393 www shorelel com lt 13 ShoreWare Director Windows Internet Explorer JS http 10 23 102 129 shorewaredirector MainFrame asp v 5 6 Live Searct Als G ShoreTel J gt pa nd abe Shoreware Director fe A my 7 ch Page X g Tools gt Switche ShoreTel Edit ee 90 Switch new Sih ShoreWare Director i i Build 13 8 7301 0 Edit this record Refresh this page Logoff Administrator Name HQ SG90 Administ
7. ve wk G ShoreWare Director a B dh Page Tools Help ShoreWare Director Add new site in Argentina 25 Go Build 13 8 7301 0 Logoff Administrator Site Country Area Code Bandwidth Switches Servers Ad SS Headquarters United States of America 408 1500 6 Headquarters E pr raa A Remotes United States of America 403 1500 Remotes m UK United Kingdom 1728 1500 1 IP Phones Switches Call Control Voice Mail Auto Attendant Menus Workgroups Schedules Personal Call Manager System Directory Application Servers Conference Bridges IM Servers Sites System Parameters Preferences Maintenance Quick Look Voice Mail Servers Switch Connectivity Conference Ports a vw ss http 10 23 102 129 shorewaredirector sites_list asp iw C Internet 100 aa a EEE Figure 7 Administration Sites Shorefel 960 Stewart Drive Sunnyvale CA 94060 USA Phone 1 408 44l 3400 1 677 80SHORE Fax 1 406 331 3333 www shorelel com _14 This selection brings up the Sites screen Within the Sites screen select the name of the site to configure The Edit Site screen will then appear Scroll down to the SIP Proxy parameters Figure 8 gt ShoreWare Director Windows Internet Explorer GA T G http 10 23 102 129 shorewaredirector MainFrame asp ShoreTel P gt og gt fo GY E Page G Tools w amp Shore
8. 3900 1 677 80SHORE Fax 1 408 931 3393 www shorelel com Product Information SpectraLink 8020 Wireless Telephone Order Battery Pack wee BPLx0O0O and charger separately oe SpectraLink 8030 Wireless Telephone Order Battery Pack voles BPLx00 and charger separately oe BPL100 Standard Li Ion Battery Pack for 60xx 802x 803x Wireless 59 Telephones BPL200 Extended Li Ion Battery Pack for 60xx 802x 803x Wireless 79 Telephones BPL300 Ultra Extended Li Ion Battery Pack for 60xx 802x 803x Wireless 99 Telephones NCS 100 SpectraLink 8020 8030 Handset Admin Tool CD Order Dual 39 Charger DCD100 and Power Supply separately QPS101x SVPOI1 SpectraLink 8000 SVP Server 10 Users ROHS Order power 515 supply TPS101x separate SVP021 SpectraLink 8000 SVP Server 20 Users RoHS Order power 1 030 supply TPS101x separate SVP101 SpectraLink 8000 SVP Server RoHS Order power supply 2 055 TPS101x separate SpectraLink 8000 OAI Gateway for up to 64 Users RoHS A Order power supply TPS101x separately 34025 EE T E E ala ais R pe i lama aaa ee ShoreTel 960 Stewart Drive Sunnyvale CA 94080 USA Phone 1 408 331 3900 1 677 80SHORE Fax 1 408 931 3393 www shorelel com Architecture Overview The following is a diagram of the solution architecture showing the integration between the Polycom SpectraLink Wi Fi Telephones SVP Server and the ShoreTel IP System ShoreTel IP Phone ShoreTel ShoreGear
9. ShoreTel j gt ww G shoreware Director ShoreWare Director Build 13 8 7301 0 Logoff Administrator Administration Users Trunks IP Phones Switches Call Control o Account Codes Bridged Call Appearances o Hunt Groups Paging Groups Pickup Groups o Route Points Supported Codecs o Codec Lists o SIP Profiles o Options Voice Mail Auto Attendant Menus Workgroups Schedules Personal Call Manager System Directory Application Servers Conference Bridges IM Servers Sites System Parameters Preferences Call Control Options Edit Edit this record General O Use Distributed Routing Serice for call routing Cl Enable Monitor Record Warming Tone F Generate an event when a trunk is in use for 240 minutes i Park Timeout 1 100000 after 30 Hang up Make Me Conference after 20 Delay before sending DTMF to Fax Server SIP Realm Enable SIP Session Timer Session Interval 90 600 Refresher Voice Encoding and Quality of Service Maximum Inter Site Jitter Buffer DiffServ ToS Byte 0 255 Admission control algorithm assumes RTP header compression is being used Enable Media Encryption Figure 3 Call Control Uptions Screen seconds minutes of silence 2000 Eek 2 tm den i Page C Took ShoreTel 3600 Sec 4 Caller UAC v penaa 50 a e Help modified e If this is
10. Virtual IP Address parameter is a new configuration parameter with ShoreTel 8 1 This Virtual IP Address is an IP address that can be moved to a different switch during a failure For each site that supports SIP extensions one Virtual IP Address is defined that will act as the SIP Proxy for the site This IP address must be unique and static The ShoreTel server will assign this Virtual IP Address to the ShoreGear that is configured as SIP proxy for the site Two ShoreGear switches can be configured as SIP proxy servers for redundancy and reliability purposes If the primary proxy server goes down the other proxy switch will take over the Virtual IP Address Due to this Virtual IP Address mechanism SIP phones will not know if the proxy switch goes off line Note If you choose not to define a Virtual IP Address you can only define one proxy switch and there are no redundancy or failover capabilities The switches available in the Proxy Switch 2 will ShoreTel 960 Stewart Drive Sunnyvale CA 94060 USA Phone 1 408 331 3900 1 677 80SHORE Fax 1 408 931 3393 www shorelel com _15 only be shown if proxy resources have been enabled on the switch Furthermore it makes no sense to define a Virtual IP Address if you only have one proxy switch defined The Admission Control Bandwidth defines the bandwidth available to and from the site This is important as SIP endpoints may be c
11. calls placed to and from the Note 1 transmission DUT with a variety of other devices 1 20 Missed call notification Verify that device notifies the user about missed calls Not Supported Verity the device s volume adjustment function Pass Note 1 DTMF tones initiated by the Spectralink phones work properly with Auto Attendant menus and other automated equipment that require tones The test plan also tests the phones capability of sending tones and receiving DTMF tones from other devices i e ShorePhones and other SIP endpoints The Spectralink phones properly send DTMF tones to the other devices and are heard by the remote device but when the Spectralink is receiving tones from these devices it does not play the tone to the user Since we can think of no application that would be affected by this we marked it as a passed test case Shorelel 960 Stewart Drive Sunnyvale CA 94080 USA Phone 1 408 331 3900 1 677 80SHORE Fax 1 408 931 3393 www shorelel com Table 2 Extended Feature Test Cases Name sd Description CS Ntles iD 3 1 Call waiting Verify appropriate notification and successful Pass a ian connection of incoming call while busy with another party Verify extended call forwarding options busy forwarding ring no answer forwarding Verify extended call forwarding options busy SIP DUT forwarding ring no answer forwarding 3 6 Transfer monitored Verify successful monitored transfer of connected call Conditi
12. 060 USA Phone 1 408 331 3900 1 677 80SHORE Fax 1 408 931 3393 www shorelel com gt ShoreWare Director Windows Internet Explorer cy T O http 10 23 102 129 shorewaredirector MainFrame asp x ShoreTel J gt we k shoreware Director a D abe E page E Toos Music On Hold Gain 49 to 13 ShoreTel ShoreWare Director Build 13 8 7301 0 C Use Analog Extension Ports as DID Trunks gt v n LAN 1 Logoff Administrator A L Administration e Users e Trunks HQ SG90 e IP Phones e Switches e Call Control Voice Mail Port Type Trunk Group Jack Number e Auto Attendant 1 Available Y E Port 1 Menus Workgroups 2 5IP Phones v P02 e Schedules e Personal Call gt 100 SIP Proxy v P03 Manager e System Directory 4 5 SIP Trunks M L Ss daii e Application Servers Conference Bridges 5 Available M POS e IM Servers e Sites 6 Conference W P06 System 7 Conference v PO7 Parameters e Preferences 8 Conference v POS Maintenance 9 Conference Y v P09 Quick Look 10 Conference v v P10 e Voice Mail Servers
13. 09 0 Logoff Administrator O Name User Agent Enabled Prior Administration al O _ShorePhone IP8000 ShoreTelST_PH1_ 2 6 0 9 10 9 0 91 Yes 50 e Users m o _System s Yes 10 Trunks o SpectraLink 8020 8030 SInk 22 ia zi e IP Phones e Switches Call Control o Account Codes o Bridged Call Appearances Hunt Groups Paging Groups Pickup Groups Route Points Supported Codecs Codec Lists SIP Profiles 4 o Options e Voice Mail Auto Attendant Menus Workgroups Schedules Call Manager System Directory Application Servers Conference Bridges IM Servers Sites System Parameters Preferences ill eeeee ee e oooo0000 lt Figure 2 SIF Profiles This action brings up the Edit SIP Profile screen Figure 13 ShoreTel 960 Stewart Drive Sunnyvale CA 94080 USA Phone 1408 331 3900 1 677 80SHORE Fax 1 406 331 3333 www shorelel com 19 Shorelel ShoreWare Director Build 13 24 5909 0 Logoff Administrator SIP Profile Edit SIP Profile Edit this record Refresh this page Name SpectraLink 8020 8030 Administration Users User Agent Trunks IP Phones Priority oo Switches Call Control Enable o Account Codes o Bridged Call OptionsPing 0 Appearances sendEarlyMedia 0 o Hunt Groups S MWl none o Paging Groups System Parameters ae o Pickup Groups StripVideoCodec 0 o Route Points o Supported
14. 1 Fi Communications http www polycom com usa en support voice wi fi WiFi_Technical_Bulletins html e Best Practices Guide to Deploying SpectraLink 8020 8030 Wireless Telephones http www polycom com common documents support setup_maintenance products voice Best Practices_Guide_to_ Deploying SpectraLink_ 8020 _8030_Wireless_Telephones pdf Polycom Technical Support If you are a certified Polycom reseller with a valid CPC and have questions please contact Polycom Support Hotline at 800 775 5330 The hotline is open Monday through Friday 6 a m to 6 p m Mountain Time If you are a non certified reseller please contact your wireless handset distributor to obtain tier 1 support and learn how to become a certified Polycom reseller For Technical Support technicalsupport polycom com ShoreTel 960 Stewart Drive Sunnyvale CA 94060 USA Phone 1 408 331 3900 1 677 80SHORE Fax 1 408 931 3393 www shorelel com 2 For Knowledge Base http www polycom com usa en support voice voice html Document and Software Copyrights Copyright 2009 by ShoreTel Inc Sunnyvale California U S A All rights reserved Printed in the United States of America Contents of this publication may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without prior written authorization of ShoreTel Communications Inc ShoreTel Inc reserves the right to make changes without notice to the
15. 60 USA Phone 1 408 331 3900 1 677 80SHORE Fax 1 408 931 3393 www shorelel com ae
16. Codecs o Codec Lists o SIP Profiles ing 4 o Options SendEarlyMedia 1 Voice Mail iCodecAnswer 0 Auto Attendant StripVideoCodec 1 Hem Custom Parameters AddGracePeriod 0 Workgroups FakeDeclineAsRedirect 1 Schedules Call Manager System Directory Application Servers a l Conference Bridges w Warning Please use ShoreTel s recommended SIP profile configurations to ensure optimal functionality Improper customi IM Servers may lead to faulty operation of telephone features Sites System Parameters Preferences Figure la Edit SIP Profile Define a Name for the entry and be sure to define an appropriate name For the User Agent option enter SInk 22 without quotes the Priority defaults to 100 no change is required Enable the profile by checking enabling the Enable option In the Custom Parameters options add the following entries OptionsPing 1 MWI notify FakeDeclineAsRedirect 1 SendEarlyMedia 1 1CodecAnswer 0 Strip VideoCodec 1 AddGracePeriod 0 Save the changes Note Please do not disable any of the default SIP profiles In case there are issues with the custom profile defined disabling the system profiles may cause the SpectraLink handsets to not be added to the ShoreTel system Refer to the ShoreTel 8 1 Server Release Notes for more information ShoreTel 960 Stewart Drive Sunnyvale CA 94060 USA Phone 1 408 331 3900 1 677 80SHORE
17. Fax 1 408 931 3393 www shorelel com _20 Polycom Configuration Refer to the following documents and downloads for detailed user and configuration They can be found at http www polycom com usa en support voice wi fi wi fi html Downloads e SpectraLink 8000 Series SIP Software WTB1xx WTE1xx 131 017 e Comprehensive Release Notes for SpectraLink 8000 Series SIP User Documents e SpectraLink 8020 8030 Wireless Telephone User Guide for SIP e SpectraLink 8020 8030 Wireless Telephone Multi Language Getting Started Guide e SpectraLink 8020 8030 Wireless Telephone and Accessories User Guide Setup amp Maintenance Documents e Technical Bulletins for Wi Fi Communications e Best Practices Guide to Deploying SpectraLink 8020 8030 Wireless Telephones e SpectraLink 8020 8030 Wireless Telephones Handset Administration Tool e SpectraLink 8020 8030 Wireless Telephones SIP User Agent Features and Standards e SpectraLink 8020 8030 Wireless Telephone Administration Guide for SIP e SpectraLink 8000 SVP Server Administration Guide for SIP e SpectraLink 8000 Open Application Interface OAI Gateway Installation and Administration Polycom Troubleshooting Refer to the following documents on Polycom com for troubleshooting tips e SpectraLink 8020 8030 Wireless Telephone Administration Guide for SIP Chapter 11 Troubleshooting http www polycom com usa en support voice wi fi spectralink 8020 wireless html e Technical Bulletins for W
18. G ShoreTel a POLYCOM TPP APP NOTE TPP 10230 Date March 2009 Product ShoreTel Polycom System version ShoreTel 8 1 Abstract Polycom s SpectraLink 8000 Series Wireless Telephones operate on converged voice and data Wi Fi infrastructure to reduce costs and simplify management while significantly improving employee mobility responsiveness and productivity This application note provides the details on integrating the Polycom SpectraLink 8020 and 8030 Wireless Telephones with the ShoreTel IP Phone system Table of Contents OVW a ere cteee tenner satenedten sceseigteeseteatee l Configuration Overview ssssssseessrrnrrrennnnnnn 10 Features and Benefits ccccceeeeeeeeeeeeeseeeeeeneees l ShoreTel Config uration cccesseeeeseeeeeeeeeeees 10 Polycom Overview and Contact eceeeeeeeeees 2 Polycom Configuration ccceseeeeeeeeeeeeeeeeeees 21 Polycom Product Information ccceseeeeeeeee 3 Polycom Troubleshooting ccsccceseeeeeeeeeeeeees 2l Architecture OVCIVICW cccseeeeeeeeeeeeeeeeeeeeeeaees 5 Polycom Technical Support seeeeeeeeeeeees 2l DESID I risarnir 5 Document and Software Copyrights 000 22 Requirements Certification and Limitations 5 db glo cue cd ene eee ee eee 22 Version SUpport seseeesesereceeseesenseeeteeseesensteeseenens 6 DisclaiMEY gaeteeene eer ce eee eee tere eee 22 Certification Testing Results Summary
19. ShoreWare Director Windows Internet Explorer 6 GA T http 10 23 102 129 shorewaredirector MainFrame asp ShoreTel j gt w we ShoreWare Director ShoreTel ShoreWare Director Build 13 8 7301 0 Logoff Administrator Administration e Users o Individual Users User Groups Class of Service Anonymous Telephones Extension Lists Batch Update Utility Call Handling Mode Defaults Trunks IP Phones Switches Call Control Account Codes Bridged Call Appearances Hunt Groups Paging Groups Pickup Groups Route Points eeee oO O O 0o00 O O Codec Lists SIP Profiles o Options Voice Mail Auto Attendant Menus e Workgroups Schedules ee O O O 0000 Supported Codecs gt v Le A s gt gt Mm Page iC Tools C Allow Use of Soft Phone Allow Phone API C Allow Mobile Call Manager Prompt for Password C Delayed Ringdown Extension External Number Ringdown Delay Client User ID Client Password Voice Mail Password SIP Password Email Address Conference Bridge Server User ID Password First Time Only Always a IBoardRoom sec e g 9 1 408 331 3300 r seeeceeee f 0000 Mi Must Change On Next Login A None v IBoardRoom yourcompany com IBoardRoom yourcompany com f 00000000 1998 2007 ShoreTel Inc All rights re
20. Ware Director e LONE 4 ii J6 00 juana Baja California Pacific standard ime Mexico O A Shorelel Night Bell Extension 655 ShoreWare Director E ee i Night Bell Switch HQ SG90 Edit Night Bell Call Handling Build 13 8 7301 0 Logoff Administrator Paging Extension Administration l Paging Switch None v e Users oe Trunks Operator Extension 520 HQ IP560 520 HQ IF Search IP Phones e Switches FAX Redirect Extension 557 HQ HQ Analog e Call Control e Voice Mail Bandwidth Auto Attendant a dth vats Admission Control Bandwidth 1500 kbps E S e Workgroups pr Intra Site Calls High Bandwidth Codecs v E Personal Call Inter Site Calls Low Bandwidth Codecs y q Manager e System Directory FAX and Modem Calls Fax Codecs High Bandwidth e Application Servers _ e Conference Bridges SIP Proxy IM Servers oe emcee Virtual IP Address q e System n Proxy Switch 1 HQ SG90 N q a Proxy Switch 2 None Y q Maintenance Emergency Number List e Quick Look l Voice Mail Servers Cl Trunk Access Code Required 311 Switch Connectivity Conference Ports Edit IP Phone Address Map e Event Log e Services e Event Filters 1998 2007 ShoreTel Inc All rights reserved b Fan n on at an aa b lt gt Done internet 100 Figure 8 Site Screen SIP Proxies The
21. aLink handset to be in control of the session timer refresh Switch Settings When allocating Ports for SIP extensions these changes are modified by selecting Administration then Switches in ShoreWare Director Figure 4 gt ShoreWare Director Windows Internet Explorer Ge yy http 10 23 102 129 shorewaredirector MainFrame asp 44 X Pir ShoreTel gt A 5 m gt gt we ae shoreware Director fan B dh Page OC Tools ShoreTel PSwitches ShoreWare Director Build 13 8 7301 0 Add new switch at site Headquarters of type ShoreGear 120 24 Go Logoff Administrator IP Phones IP Phones SIP Trunks SIP Administration ame Description Site Server Type IPAddress MAC Address In Use Capacity In Use C e Users E911 Headquarters Headquarters T1 10 856 26 106 00 10 49 03 B8 78 0 0 0 Lipase Floater Headquarters Headquarters T1 10 86 0 207 00 10 49 05 11 00 0 0 0 es Rae eS HQ SG90 HQ SG90 Headquarters Headquarters SG 90 10 23 102 100 00 10 49 07 27 CE 1 25 13 e Call Control i 220 T1A Headquarters Headquarters SG 220T1A 10 23 10 112 00 10 49 04 BS F8 0 60 0 e Voice Mail Remote e Auto Attendant PRI Remotes Remotes T1 10 87 0 207 00 10 49 05 92 BF 0 0 0 Menus Remote e Workgroups SG 50 Remote SG 50 Remotes Remotes SG 50 10 23 102 109 00 10 49 07 3F SF 1 20 0 e Schedules e Personal Call Rem
22. an upgrade from previous ShoreTel versions you may see a parameter named Always Use Port 5004 for RTP If so you will need to disable this parameter by un checking the box and saving the setting When enabled SIP extension configuration will fail It is also important to note that this one time setting requires a system restart all servers first then ShoreGear switches followed by IP Phones to take effect Once the server has been restarted this configuration parameter will no longer be visible or may be grayed out The default for new installations is disabled thus the parameter is not visible as shown in Figure 3 Realm The realm is used in authenticating all SIP devices It is typically a description of the computer or system being accessed Changing this value will require reboot of switches serving as SIP extensions It is not necessary to modify this parameter to get the SpectraLink handsets functional SIP session interval Session interval value indicates the session call keep alive period There is no need to modify the default value of 3600 seconds Shorefel 960 Stewart Drive Sunnyvale CA 94060 USA Phone 1 408 331 3900 1 677 80SHORE Fax 1 408 931 3393 www shorelel com 11 e SIP session refresher The refresher setting decides if user agent client or user agent server refreshes the session Again there is no need to modify the default value of Caller UAC This allows the Spectr
23. ble protocol is simple to implement and reduces packet queuing delays for voice traffic SVP enabled access points are available from the leading providers of enterprise Wi Fi infrastructure Polycom offers the industry s most versatile Wi Fi telephony solutions for the workplace SpectraLink Wireless Telephones support a broad range of applications from general office to industrial The lightweight handsets are extremely easy to use require minimal training and are durable enough to withstand the rigors of workplace use SpectraLink Wireless Telephones offer more than just voice communication Utilizing Polycom s Open Application Interface OAT the handsets function as two way text messaging devices thus giving mobile workers access to critical information Push to talk functionality is also available for broadcast communication between employees eliminating the need for walkie talkies Benefits include Dramatically improve responsiveness and productivity of mobile workers Leverage wireless LAN infrastructure for voice and data applications Deliver high quality and secure voice communications across all enterprise environments Leverage investment in ShoreTel IP PBX features throughout the workplace Increase business efficiency by integrating with application systems and business processes Maximize employee availability using simple reliable and durable devices ShoreTel 960 Stewart Drive Sunnyvale CA 94060 USA Phone 1 408 331
24. d into general system settings and individual user configuration needed to support the SpectraLink handsets ShoreTel System Settings General The first settings to address within the ShoreTel system are the general system settings These configurations include the call control the switch and the site settings If these items have already been configured on the system skip this section and go on to the ShoreTel System Settings Individual Users section below Call Control Settings The Call Control Options within ShoreWare Director may need to be reconfigured To configure these settings for the ShoreTel system log into ShoreWare Director and select Administration Call Control and then Options Figure 2 ShoreTel ShoreWare Director Build 13 8 7301 0 Logoff Administrator Administration Users Trunks IP Phones Switches Call Control o Account Codes o Bridged Call Appearances Hunt Groups Paging Groups Pickup Groups Route Points Supported Codecs Codec Lists SIP Profiles Options Pal nm ed Ged Le tee ted tee Figure 2 Administration Call Control Uptions ShoreTel 960 Stewart Drive Sunnyvale CA 94080 USA Phone 1 408 331 3900 1 677 80SHORE Fax 1 408 931 3393 www shorelel com 10 The Call Control Options screen will then appear Figure 3 ShoreWare Director Windows Internet Explorer Ge 47 E hitp 10 23 102 129 shorewaredirector MainFrame asp Gj
25. deo and telepresence products and services people connect and collaborate with one another from their desktops meeting rooms class rooms and mobile settings rather than travelling to one place to solve problems Information regarding the Polycom SpectraLink Wi Fi Telephones can be found through the following contact information Polycom Headquarters 4750 Willow Road Pleasanton CA 94588 2708 USA Phone 1 800 POLYCOM in North America or 1 925 924 6000 Fax 1 925 924 6100 Sales 1 800 POLYCOM 765 9266 or 408 526 9000 Option 1 http www polycom com Reseller Info Resellers who would like to start selling this solution should contact us using contact information at http www polycom com ShoreTel 960 Stewart Drive Sunnyvale CA 94080 USA Phone 1 408 331 3900 1 677 80SHORE Fax 1 408 931 3393 www shorelel com Polycom Product Information Polycom SpectraLink 8020 and 8030 Wireless Telephones infrastructure and accessories SpectraLink Wireless Telephones enhance the Wi Fi networks of today and tomorrow Supporting integrations with ShoreTel call servers SpectraLink Wireless Telephones provide packetized voice over a Wi Fi network infrastructure without sacrificing advanced telephone features and capabilities In the enterprise Polycom ensures superior voice quality across large enterprise Wi Fi networks through a prioritization mechanism called SpectraLink Voice Priority SVP This standards compati
26. e Description CS Ntes Initiate call to a Hunt Initiate a call from DUT and verify that calls route to the Pass Group proper Hunt Group and are answered by an available hunt group member with audio in both directions using G 729 and G 711 codecs Initiate call to a Initiate a call from DUT and verify that calls route to the Pass Workgroup proper Workgroup and are answered successfully by an available workgroup agent with audio in both directions using G 729 and G 711 codecs Hunt Group Member Verify that incoming calls to a hunt group can be Pass answered properly when DUT is a member of the hunt group Call Forward FindMe Verify that calls are forwarded to DUT s FindMe Pass destination Verify that DUT works properly when it s a FindMe destination ShoreTel Converged Verify that calls are properly forwarded to the ShoreTel Pass Conferencing Server Converged Conferencing Server and it properly accepts the access code and you re able to participate in the conference Bridged Call Appearance Verify that DUT can initiate calls properly toa BCA Pass BCA extension extension and the call is presented to all of the phones that have BCA configured Verify that the call can be answered placed on hold and then transferred ID 3 24 Workgroup Agent Verify that incoming calls to a workgroup can be Pass answered properly when DUT is an agent of the workgroup Note 2 The Spectralink phone
27. ecutives Executives Executives Executives Executives Executives Executives Executives Executives Executives Executives Executives Executives Executives Executives Executives Executives Executives Executives Executives Client Type Personal Personal Personal WG Supervisor Operator Personal Personal Operator Personal WG Agent WG Supervisor WG Supervisor Professional Personal Personal Operator Operator WG Agent Personal Professional Personal Personal Personal Personal F e Internet ij lt 4 PP 624 Records 25 per page Extension 538 594 595 551 540 557 589 580 552 Mailbox 538 594 595 551 540 589 580 585 525 528 520 524 541 522 523 521 586 527 582 581 820 552 Q100 This action brings up the Users Edit Users screen Figure 10 9 ShoreTel Users z 5 meow Edit User ShoreWare Director 2L E EEA w General b Personal Options P Distribution Lists b Workgroups Logoff Administrator Administration a First Name SpectraLinki Users o Individual Users Last Name PolyCom WiFi o User Groups o Class of Service aher o Anonymous E Telephones License Type Extension and Mailbox o Extension Lists Batch Update cater Jorg ston sata Utility I aller ID e g 1 408 331 3300 o Call Handling aml me a Mode Defaults LIDID
28. onal Pass Note 2 3 7 Conference ad hoc Verify successful ad hoc conference of three parties Not Supported Note 3 Receive call secondary Verify successful connection of incoming call on Pass secondary line 3 9 line call callback feature of the device Supported headsets supplied by the 3P phone vendor received from SIP endpoint device Note 4 Busy Tone busy extension POTS Analog Gateway Verify that the POTS Analog Gateway can support the N A supports the transfer transfer operation by flashing operation by flashing 3 16 911 Verify dialing 911 on DUT could connect with 911 Pass services Note 5 3 17 Fax Handling Verify that fax can be sent and received through DUT N A Auto Attendant Menu Verify that DUT can initate calls properly to a ShoreTel Pass Auto Attendant menu and that you can transfer to the desired extension 3 Auto Attendant Menu Verify that DUT can initiate calls properly to a ShoreTel Pass Dial by Name Auto Attendant menu and that you can transfer to the desired extension using the Dial by Name feature checking Voice Mail Auto Attendant menu and that you can transfer to the mailbox Voice Mail Login Extension 19 Auto Attendant Menu Verify that DUT can initiate calls properly to a ShoreTel Pass ShoreTel 960 Stewart Drive Sunnyvale CA 94060 USA Phone 1 408 331 3900 1 677 80SHORE Fax 1 408 931 3393 www shorelel com I QO I Nam
29. otes Remotes Remotes Remotes SW 10 23 102 106 0 0 0 Manager RM SG80 RM SG80 Remotes Remotes 40 3 10 23 102 102 00 10 49 00 48 38 2 5 5 System Directory SG 90 BRI SG 90 BRI UK Headquarters SG 90BRI 10 23 102 125 00 10 49 07 4E 1C 0 30 0 pata santitpaes preian Shared PRI Headquarters Headquarters SG 220T1 10 23 79 235 00 10 49 09 55 03 3 100 0 e IM Servers SoftSwitch SoftSwitch Headquarters Headquarters SW 10 23 102 129 0 0 0 e Sites Total 7 240 18 e System Parameters 1998 2007 ShoreTel Inc All rights reserved e Preferences Maintenance e Quick Look e Voice Mail Servers e Switch Connectivity e Conference Ports e Event Log e Services e Event Filters v lt il 2 http 10 23 102 129 shorewaredirector switch_list asp Internet A 100 Figure 4 Administration Switches This action brings up the Switches screen From the Switches screen simply select the name of the switch to configure The Edit ShoreGear Switch screen will be displayed Within the Edit ShoreGear Switch screen define one of the Port Type settings from the available ports to 100 SIP Proxy Figure 5 then save the change Note If your installation requires more than 100 SIP extensions configure the Port Type as 100 SIP Proxy as necessary 1 e two ports configured for 100 SIP Proxy will provide 200 SIP extensions ShoreTel 960 Stewart Drive Sunnyvale CA 94
30. ounted against the site bandwidth See the ShoreTel Planning and Installation Guide for more information about this ShoreTel 8 1 now adds 10 CODECs by default These CODECs can be grouped as Codec Lists and defined in the sites page for Inter site and Intra site calls See the ShoreTel 8 1 Server Release Notes for more information The default settings will work properly with the SpectraLink handsets Creating SIP Extension You need to create a user extension for the SpectraLink handset This is accomplished from ShoreWare Director by selecting Administration followed by Users then Individual Users This action will bring up the Individual Users screen at the top of the page To the right of Add new user at site select the site you wish to create the user in from the drop down menu and select Go Figure 9 gt ShoreWare Director Windows Internet Explorer S ShoreTel gt w k ShoreWare Director v S http 10 23 102 129 shorewaredirector MainFrame asp v x pe ShoreTel ShoreWare Director Build 13 8 7301 0 Logoff Administrator Administration e Users o o O O o O 0 O 0 ooooc 6066 o Individual Users User Groups Class of Service Anonymous Telephones Extension Lists Batch Update Utility Call Handling Mode Defaults Trunks IP Phones Switches Call Control
31. ration a e Users Description HQ SG90 e Trunks e IP Phones Site Headquarters e Switches Call Control IP Address 10 23 102 100 Find Switches Voice Mail Auto Attendant Ethernet Address 00 10 49 07 27 CE Menus a Workgroups Server to Manage Switch Headquarters Schedul SENN Somme Callers Emergency Service Identification CESID 1 509 921 2221 e g 1 408 331 3300 acetate Built in Capacity IP Phone SIP Trunk Total Application Servers 20 5 25 of 30 100 SIP proxy ports _ Conference Bridges IM Servers Music On Hold Source Sites System Music On Hold Gain 49 to 13 5 dB Parameters Preferences C Use Analog Extension Ports as DID Trunks Maintenance F Shorelel saerecesr 90 Quick Look Voice Mail Servers Switch Connectivity Conference Ports Event Log Services Event Filters BD nn ee ea a a internet 100 Figure 6 Shorebear Switch Built in Capacity Sites Settings The next settings to address are the administration of sites These settings are modified under the ShoreWare Director by selecting Administration then Sites Figure 7 ShoreWare Director Windows Internet Explorer oS lt gt Jd S http f10 23 102 129 shorewaredirector MainFrame asp v Xx gt Searct Pir S ShoreTel J gt
32. s continue to generate a ring signal even though the call has been answered by a WG agent or HG member when attempting to Consultatively Transfer a call to a Workgroup or Hunt group The Spectralink user does not hear anything but ringback tone the answering user can hear the Spectralink user The attended transfer does succeed just experience one way audio with ringback Issue to be addressed in a future release by Polycom Note 3 The Spectralink phones do not have the DSP resources to support a 3 way conference on the phone itself They can be participants of a conference call initiated by ShoreTel IP phones but cannot initiate one Note 4 The Spectralink phones only display the Caller Name but are capable of also displaying the number if the calling party only sends the number Note 5 The Spectralink phones can generate calls to emergency numbers 911 but we did not test calling an actual emergency services center calls were made in a controlled environment to verify call placement Shorelel 960 Stewart Drive Sunnyvale CA 94060 USA Phone 1 408 331 3900 1 677 80SHORE Fax 1 408 931 3393 www shorelel com Configuration Overview This document describes the major steps needed to configure the ShoreTel system and the Polycom SpectraLink handsets as described in this application note ShoreTel Configuration This section describes the ShoreTel system configuration to support the Polycom SpectraLink The section is divide
33. served gt v http 10 23 102 129 shorewaredirector user_list asp Figure ll Individual User SIF Settings P ee Internet 100 od There is no default SIP Password it is masked with the appearance that there is but don t be confused to think that there s a default password You can modify it to any value you wish but be certain to note what you changed it to as you will need it when configuring the SpectraLink handset parameters Save your changes SIP Profiles ShoreWare Director s Call Control section contains a SIP Profiles option ShoreTel 8 1 comes standard with a _System and _ShorePhoneIP8000 SIP profiles they cannot be deleted only disabled By default the SpectraLink handsets utilize the _System profile In order to optimize the functionality you will need to add a custom profile This is accomplished from ShoreWare Director by selecting Administration followed by Call Control then SIP Profiles This action brings up the SIP Profiles screen At the top of the page below the SIP Profiles List select the New radio button as shown in Figure 12 ShoreTel 960 Stewart Drive Sunnyvale CA 94060 USA Phone 1 408 331 3900 1 677 80SHORE Fax 1 408 931 3393 www shorelel com 18 ShoreTel SIP Profiles SIP Profiles List Profiles List 0 records checked ShoreWare Director _ Build 13 24 59
34. specifications and materials contained herein and shall not be responsible for any damage including consequential caused by reliance on the materials presented including but not limited to typographical arithmetic or listing errors Trademarks The ShoreTel logo ShoreTel ShoreCare ShoreGear ShoreWare and ControlPoint are registered trademarks of ShoreTel Inc in the United States and or other countries ShorePhone is a trademark of ShoreTel Inc in the United States and or other countries All other copyrights and trademarks herein are the property of their respective owners Disclaimer To be ShoreTel Certified means that Technology Partner s product will interoperate with the ShoreTel system but ShoreTel does not certify that the features or functionality of Technology Partner s product will perform as specified by Technology Partner nor that Technology Partner s product will meet your specific application needs or requirements To inter operate means that Technology Partner s product is able to exchange use and share information with the ShoreTel system The information contained within this document is accurate at the time the testing ShoreTel and TPP member s software hardware and screen shots may change and therefore no longer be applicable Company Information ShoreTel Inc 960 Stewart Drive Sunnyvale California 94085 USA 1 408 331 3300 1 408 331 3333 fax ShoreTel 960 Stewart Drive Sunnyvale CA 940
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