Configuring Polycom Soundstation IP 5000

Irene Barnett -

Configuring the Polycom Soundstation IP 5000 series phones to connect to the Chinook Communications Lync 2013 hosted services platform is a multi-step process.

  1. Reset phone to factory defaults
  2. Verify the UC software version on the phone
  3. Import the device configuration
  4. Configure the time source and time zone offset
  5. Configure the Lync account for the device
  6. Reboot the phone
  7. Reset built in password

To access the Polycom Web Configuration Utility

In firmware versions 4.1.1 and above, the web interface might be disabled by default.  In order to continue with the configuration of the device the web interface will need to be enabled.  

To enable the web interface:

  1. Use the navigation on the phone and select Settings, then select Advanced (use password 456).

  2. Select Administrator Settings and then choose Web Server Configuration.

  3. Select Web Server, then select Enabled.

Additionally, set the Web Config Mode to HTTP/HTTPS and then continue with the configuration setups below.

To obtain device IP address

    1. To obtain the IP address of each phone in your deployment, press the Menu/Home key.

    2. Select Settings, then select Status.

    3. Choose Platform and then select Phone. The IP address will be displayed in the field labeled IP:.

    4. Enter the phone’s IP address in the address bar of a web browser and press ENTER on your PC keyboard.


  1. Choose Admin and enter the password (the default password is 456).

  2. Click Submit.

To reset the phone to factory defaults

  1. Press the Menu key.

  2. Select Settings and then select Advanced. Type 456 for the admin password.

  3. Select Admin Settings.

  4. Select Reset to factory.

  5. Select Yes and wait for a minimum of three minutes.

To verify the UC software version on the phone

In order for the Polycom VVX device to register properly on the Chinook Communications platform, it will need to be on UC software version 4.1.1.0260 or higher. To verify that the device is using the correct software version, follow these steps:

  1. Login to the Polycom Web Configuration Utility.

  2. Click on Home link to verify the current software version.


NOTE:  If the software version is below 4.1 please refer to the Polycom documentation on how to upgrade your particular device to a compatible version.

To import the device configuration

The device configuration file contains the root certificate required by the Polycom VVX device to connect to the Chinook Communications Lync 2013 platform.  You will need to download the polycomvvx.cfg file, attached in this article, to the local workstation prior to completing the steps below.

  1. Login to the Polycom Web Configuration Utility.

  2. Click on Utilities and then select Import & Export Configuration.

  3. From Import Configuration, click on Choose File and select the .cfg file attached to this article.

  4. Select Import.




  5. You will be notified when the import is successful. Close the notification window to complete the import.

To configure the time source and time zone offset

NOTE:  If the SNTP Server information is delivered to the device via DHCP, the following steps are not necessary.  Please reboot the device and go to the To configure the Lync account section below.

  1. Login to the Polycom Web Configuration Utility.

  2. Click on Preferences and then choose Date & Time.

  3. Under Time Synchronization, click on the SNTP Server drop-down menu to select the correct SNTP server.

  4. Under Time Zone, choose the correct zone for the device.

  5. Click Save.




  6. Reboot the phone by clicking on Utilities, then choose Reboot Phone.

To configure the Lync account for the device

  1. Login to the Polycom Web Configuration Utility.

  2. Click on Simple Setup from the top menu.

  3. In the Base Profile section, select Lync.

  4. Click Save.


    NOTE: The phone may reboot after you hit the Save button. If so, let it reboot then log back into the web UI and verify the above settings before continuing with the next steps.



  5. Under SIP Line Identification, populate the following fields:

    Display Name: The Name to be displayed on the phone and included in SIP signaling.
    Address: The SIP Address of the Lync user in the format user@domain.com.
    Authentication User ID: The login ID of the Lync user in the format user@domain.com. Typically this is the same as the SIP address above.
    Authentication Password: The password for the Lync user account.
    Label: The Line Label to be displayed on the phone for this account.

    NOTE: The phone may reboot after you hit the Save button. If so, let it reboot then log back into the web UI and verify the above settings before continuing with the next steps.



  6. Click on Settings from the top menu, then select Lines.

  7. Under Identification, set Server Auto Discovery to Disable.

  8. Under Authentication, populate the following fields:

    Use Login Credentials: Choose Disable (a warning will appear – dismiss this dialog)
    Domain: Leave Blank
    User ID: The login ID of the Lync user in the format user@domain.com
    Password: The password for the Lync user account



  9. Under SIP Server 1, populate the following fields:

    Special Interop: Lync2010
    Address: access02.partnerhosted.com
    Port: 443
    Transport: TLS



  10. Click Save.

  11. Reboot the phone by clicking on Utilities, and then choose Reboot Phone.

To finalize setup and change the temporary password

Note: The 4.1.1.x IOS can now use pin authentication. Since we don’t use it when the phone reboots it tries to use the empty invalid pin password in its cache – so we set it to anything 5 digits long. The phone will try to use it but will fail and then will use and cache the correct credentials in the web UI.

  1. After the phone reboots, select the Cancel button when the Pin Authentication field is displayed. This will allow you to bypass this field.

The system will attempt to login but will fail due to the temporary password.

  1. Click the Menu button.

  2. Select Settings.

  3. Select Basic.

  4. Select Logon Credentials.

  5. Scroll down to the password field.

  6. To remove the temporary password, enter 12345 and select Submit.

  7. Wait approximately 15 seconds as the phone registers with the credentials in the web UI.

The device should now be configured for the Chinook Lync 2013 platform and be fully functional when it registers.

Additional Notes:

  • If you see a Pin Authentication screen, exit out of the window. There is no need to enter anything in this field. 

  • After the phone reboots, it may flash the error Time/date out of sync. Wait about a minute and it should correct itself.

  • After completing all of these steps, occasionally the Web Server mode on the phone gets set to Disabled. So access to the phone from the web interface no longer works. To re-enable it, follow the process described at the top of this document in the NOTE immediately following To access the Polycom Web Configuration Utility.

  • If you see a small flashing red triangle on the phone, but it still works, that is just letting you know that the default admin password is still in use. There is a way to clear it out, but the next time the phone restarts, it will return. To clear indicator light:

    1. On the phone, press the Home key.

    2. Go into Settings, choose Status, select Diagnostics, and then choose Warnings.

    3. Then choose Clear Icons.

 

 

 

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