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SpectraLink 87-Series Administration Manual

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Download this manual See also: Administration Manual, Configuration Manual
Spectralink 87-Series Wireless Telephone
Administration Guide
Configuration Management System
Release 1.5.x and before
721-0011-000 Rev G
August 2015

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Summary of Contents for SpectraLink 87-Series

  • Page 1 Spectralink 87-Series Wireless Telephone Administration Guide Configuration Management System Release 1.5.x and before 721-0011-000 Rev G August 2015...
  • Page 2 The drawings and specifications contained herein are the property of Spectralink and shall be neither reproduced in whole or in part without the prior written approval of Spectralink, nor be implied to grant any license to make, use, or sell equipment manufactured in accordance herewith.

  • Page 3: Table Of Contents

    What is CMS? ......................7 What is SLIC? ......................8 What is MDM/EMM? ....................8 What is Manual Configuration? ..................8 Product Support ....................... 8 Spectralink References ....................9 Specific Documents ..................... 9 Conventions Used In This Document ................10 Icons ...........................10 Typography .........................11 Part I: Using CMS ..........
  • Page 4 Spectralink 87-Series CMS Administration Guide The Home Page ........................30 Major groups .......................30 Chapter 3: Configure .csv Settings ........32 Device MAC ........................32 Model number / Firmware version ................32 Extension Number .......................32 Username ........................33 Password ........................33 Upload .csv to CMS ......................33 Chapter 4: Enterprise Settings ..........
  • Page 5 Spectralink 87-Series CMS Administration Guide Chapter 6: Feature Licenses ..........65 Trial periods ........................65 Add or change installed licenses .................66 Add feature license .....................66 Select groups to activate the feature ................66 Part II Administrative Procedures ....... 67 Chapter 7: CMS Administrative ..........68 CMS Users ........................68...
  • Page 6 Spectralink 87-Series CMS Administration Guide Appendix B: Products Mentioned in this Document ....83 721-0011-000_G.docx August 2015...

  • Page 7: About This Guide

    About This Guide This document is used by administrators to configure and manage the Spectralink 87-Series handsets, also known as PIVOT™ by Spectralink. The following diagram shows the deployment process and the position of CMS in relation to the rest of the deployment.

  • Page 8: What Is Slic

    87-Series handsets to associate with the wireless LAN. Once the wizard is completed, a USB connection between the SLIC server and an 87-Series handset loads the wireless parameters into the handset. This document provides complete information about this process.

  • Page 9: Spectralink References

    Specific Documents AP Configuration Guides show you how to correctly configure access points and WLAN controllers (if applicable) and identify the optimal settings that support Spectralink 87-Series handsets. The guides can be found at the View Certified page. Spectralink 87-Series Installation and Configuration Tool Administration Guide The SLIC tool provides step-by-step instructions for configuring wireless settings required for the handsets to associate with the wireless LAN.

  • Page 10: Conventions Used In This Document

    Spectralink 87-Series Wireless Telephone User Guide The User Guide provides detailed information about using the features of the 87-Series handsets. For information on IP PBX and softswitch vendors, see PIVOT by Spectralink Call Server Interoperability Guide. Conventions Used In This Document Icons Icons indicate extra information about nearby text.

  • Page 11: Typography

    The Web Info icon highlights supplementary information available online such as documents or downloads on support.spectralink.com or other locations. Timesaver A time-saving tip is typically used to mention or highlight a faster or alternative method for users who may already be familiar with the operation or method being discussed.
  • Page 12 Italics Used to emphasize text, to show example values or inputs, and to show titles of reference documents available from the Spectralink Support Web site and other reference sites. Underlined blue Used for URL links to external Web pages or documents. If you click on text in this style, you will be linked to an external document or Web page.

  • Page 13: Part I: Using Cms

    Part I: Using CMS CMS is a powerful interface for configuring and managing Spectralink 87-Series handsets. Let’s take a moment to look at some big questions. Admin Tip: How does the Android™ platform affect CMS? PIVOT handset code and CMS code must remain in sync for the configurable options to remain the same.

  • Page 14: Chapter 1: Getting Started With Cms

    The following three settings are required when using HTTPS to establish the secure tunnel. Setting https://[IP address] for CMS in the phone Using SLIC to install the CMS key. See Spectralink 87-Series Installation and Configuration Tool Administration Guide. Encryption for CMS is set at Home> Server Settings> General settings.

  • Page 15: Capacity Guidelines

    Spectralink 87-Series CMS Administration Guide 20GB Hard drive (Thick provisioned) 1 NIC  The CMS VM is an Ubuntu 12.04 LTS server 64-bit OS based image. Capacity guidelines Estimated guidelines for larger installations are outlined below. General guidelines for larger installations:...

  • Page 16: Changing From Manual To Cms Administration

    Spectralink 87-Series CMS Administration Guide ○ Save and continue editing allows you to save the setting you just entered and edit any of the fields for this setting. ○ Save will save this setting and take you back to the previous page.
  • Page 17 Spectralink 87-Series CMS Administration Guide But while the CMS administrator is working on this same page, the parameter is manually changed on the phone menu:  The CMS reflects the change in the active session with an info flag: The CMS administrator has three options: Ignore the change.
  • Page 18 Spectralink 87-Series CMS Administration Guide Clear the change. If you click the Clear this configured value link, the new value will be accepted in the phone and the value in the field will return to dashed lines: Override the change. (The blue band around the field indicates that the field has been changed but not saved.) If you override the change with a different setting and Save.

  • Page 19: Admin Tips

    Admin tips Spectralink recommends: Restore phones to default before using CMS If you have manually configured your handsets before installing CMS, settings that are also configured with CMS will be lost when the handsets connect to CMS. CMS “doesn’t know”...
  • Page 20 You will see some settings that use a dashed line in the text field, such as Enable / Disable Spectralink SIP. When you see this, it indicates that whatever the handset has as the current setting should be retained or “use whatever is currently configured in the handset”...

  • Page 21: Cms/Handset Interaction

    Spectralink 87-Series CMS Administration Guide Admin Tip: How to capture a screen Screen captures can be valuable training and debugging tools. Press the power button and volume down buttons simultaneously to capture the current screen. You will see the screen being captured. It will appear in the notification drawer where you can share it.

  • Page 22: Active Handsets

    Spectralink 87-Series CMS Administration Guide Admin settings are reflected in the Device Management> Configure devices under the Enterprise/Group/Device tabs. Settings conform to the prioritization of these tabs with Group settings overriding Enterprise settings and Device settings overriding both Group and Enterprise settings.
  • Page 23 Spectralink 87-Series CMS Administration Guide  After the handset settings are uploaded to the CMS, the handset receives any changed settings from the CMS. These settings reflect any new prioritization that might have occurred from the changed Admin settings just uploaded by the handset.

  • Page 24: Chapter 2: Installing The Cms

    These instructions require the reader to be knowledgeable about using VMWare vSphere. See VMWare’s website for more information. Download the CMS zip file from the Spectralink support site. Unzip VM files onto a machine that can talk to your ESXi host server and that has a compatible version of VMWare vSphere®...
  • Page 25 Spectralink 87-Series CMS Administration Guide Browse to the OVF file inside the unzipped folder from step 2. Select Next. Select Next again. Name the new machine something like "Spectralink CMS". Select Next. Select the resource pool you want to run this VM on. (You may only have one ESXi server to choose from).

  • Page 26: Installing The Cms License

    Spectralink 87-Series CMS Administration Guide Change the Network Mapping to a network that your 87-Series handsets have access to. Select Next. Leave Power on after deployment unchecked. Click Finish. You will see the OVF being deployed to your server. When it is finished, go to the next step.

  • Page 27: Logging Into Cms

    The customer receives the APK (Authorization Product Key) and CMS serial number via an email which also includes a URL. Click the URL to generate the license key and register with Spectralink. Copy the license key. Open CMS and enter the serial number and paste the license key into the appropriate fields.

  • Page 28: What Is The Cms Certificate

    3-year certificate expires. Loading the certificate into the handset with SLIC See Spectralink 87-Series Installation and Configuration Tool Administration Guide. In SLIC, start the 87-Series Wizard. When you get to the CMS page, enter the CMS URL. 721-0011-000_G.docx...

  • Page 29: Logging Into Cms

    Default is admin/admin. Installing the CMS License You will need to install a license when you first set up CMS. Licenses are obtained from Spectralink, sometimes through a distributor or VAR. Contact Spectralink support if you need help obtaining a license. 721-0011-000_G.docx...

  • Page 30: The Home Page

    The customer receives the APK (Authorization Product Key) and CMS serial number via an email which also includes a URL. Click the URL to generate the license key and register with Spectralink. Copy the license key. Open CMS and navigate to Home> Server Settings> License for this software. Enter the serial number and paste the license key into the appropriate fields.
  • Page 31 Spectralink 87-Series CMS Administration Guide Tip: What is a “device”? “Device” is used to refer to the hardware using the Android platform. In this document, we use the word “device” interchangeably with “handset”. Features is where you manage the Feature Licenses you have purchased.

  • Page 32: Chapter 3: Configure .Csv Settings

    Chapter 3: Configure .csv Settings The .csv template available online in the Spectralink 87-Series support site can be used by the CMS to bulk provision SIP service requirements for your handsets. Configure this file and upload it to the CMS.

  • Page 33: Username

    Spectralink 87-Series CMS Administration Guide Username SIP digest authentication User ID to be used for SIP registration. For many call servers this will be the same as the Extension Number, though some call servers offer the ability to have a Username that is unique from the Extension Number.
  • Page 34 Spectralink 87-Series CMS Administration Guide displayed in the right-hand column. See Device Management> Configure device(s)> Configure Device [tab]> Select Device [dropdown]. Use Excel® to open the .csv file and ensure the format is correct. Delete the header row and save the file as a .csv file to a location where you can easily find it from the CMS.

  • Page 35: Chapter 4: Enterprise Settings

    Three types of certificates are identified: CA, PAC and Other. Refer to Spectralink 87-Series Wireless Security Implementation Guide for more information on certificates and their use in Wi- Fi security methods.
  • Page 36 Spectralink 87-Series CMS Administration Guide Deleting a certificate Check the certificate you wish to delete. Click the Action dropdown and select Delete this certificate. Go through the confirmation page to finish deleting the selected certificate(s). Note: Deleted certificate is removed from CMS option list Deleting a certificate through this CMS option does not remove the certificate from the keystore in the handset.

  • Page 37: Wireless Profiles

    Wireless profiles ask for the security type used by the SSID. For a full discussion of the various security methods and how they are implemented on this page, see Spectralink 87-Series Wireless Security Implementation Guide.

  • Page 38: Over The Air Provisioning

    Notification drawer. Over the Air Provisioning The CMS can host the Spectralink 87-Series handset software which means you do not have to provide a separate provisioning server to host software updates. This page is where you load the software updates that will be downloaded by the handsets. See Over the Air Updates step-by-step instructions.
  • Page 39 Spectralink 87-Series CMS Administration Guide 721-0011-000_G.docx August 2015...

  • Page 40: Chapter 5: Device Management

    Chapter 5: Device Management The Device Management group of pages is where the handsets are listed, administered, configured, grouped and so forth. Admin Tip: CMS downloads settings to the handset and the handset uploads settings to CMS There is a regular flow of information between the handset and CMS. Every time the handset checks in with its “heartbeat”, the CMS downloads any new or changed configuration to it.

  • Page 41: Column Headings

    Spectralink 87-Series CMS Administration Guide Column headings  MAC address lists the MAC address of the devices. When they first associate with the wireless LAN and find the CMS, the model number and MAC address are displayed. Click the MAC address link (as indicated by the blue text color) to view handset details and change the name display in the device list.

  • Page 42: Device List: Select Device To Change

    Spectralink 87-Series CMS Administration Guide Device List: Select device to change You can delete the information stored in the CMS about a handset or handsets and trigger a firmware update check to a handset or handsets. Admin Tip: When would you delete handset information?

  • Page 43: Device Group

    Spectralink 87-Series CMS Administration Guide Spectralink recommends Pushing firmware to many handsets at once will require an unusual amount of server resources. If you are updating more than a few handsets at once, limit the number that you do at one time. Select a maximum of 50 handsets at a time, usually one page of handsets at a time is a good benchmark to use.
  • Page 44 Spectralink 87-Series CMS Administration Guide A handset can belong to more than one Group as long as the parameters do not conflict. Feature Groups are mutually exclusive in this regard. There are no parameters that prohibit a handset from using PTT, SAFE, Panic Button and even barcode functionality as a member of four separate Groups.

  • Page 45: Configuring Groups

    Spectralink 87-Series CMS Administration Guide Spectralink recommends: Use Groups to test new ways of doing things Groups have very fluid application. When testing a new feature or organization pattern, a test Group or Groups can be set up and test handsets can be assigned.

  • Page 46: Configure Device(S)

    CMS configuration, a potentially confusing situation. Follow the installation steps laid out in Spectralink 87-Series Wireless Telephone Deployment Guide for a smooth deployment.

  • Page 47: Enterprise/Group/Device Tabs

    Spectralink 87-Series CMS Administration Guide Admin Tip: When do settings take effect? New/changed settings are available to the handsets when the Save/Send Config button is clicked. The handset will retrieve the new settings when it checks in at the next heartbeat. If the handset is inactive when the Save/Send button is clicked, the next time the handset checks in it will retrieve any new or changed options.

  • Page 48: Config Manager

    Group setting. If it does not belong to a Group, it will use the Enterprise setting. Config Manager You can disable the CMS and set the heartbeat interval here. Note Detailed instructions for phone settings are in Spectralink PIVOT Configuration Guide. 721-0011-000_G.docx August 2015...

  • Page 49: Device Security

    Spectralink 87-Series CMS Administration Guide Caution: Disabling CMS If you disable CMS, the handset(s) will not be able to find it and settings cannot be received over-the-air by the phone. Disable it only as directed by Spectralink Customer Support. Device Security The Device Security settings allow you to implement and control several security functions.

  • Page 50: Emergency Contacts

    Spectralink 87-Series CMS Administration Guide Caution: Admin settings password The Admin settings password field may not reflect a conflict as it is not sent to the CMS when it is changed in the phone. Note: Non Wi-Fi Certificates The non wi-fi certificates listed here are loaded and displayed on the Certificates page.

  • Page 51: General Settings

    Spectralink 87-Series CMS Administration Guide Warning: Power failure may prevent call functionality Your handset may not function in the event of a power failure as it relies on the greater computer network to transmit calls. The Wi-Fi icon will be completely grayed out if the wireless system is down.

  • Page 52: Ldap

     Microsoft® Active Directory® 2003 SP2  Open LDAP Directory Server 2.4.12 Spectralink handsets support corporate directories that support server-side sorting and those that do not. For servers that do not support server-side sorting, sorting is performed on the handset.

  • Page 53: Over The Air Updates

    Spectralink 87-Series CMS Administration Guide Over the Air Updates Software updates for the 87-Series handsets are provided to the handset over the air, that is, through the wireless connection it has with a provisioning server that hosts the software files.

  • Page 54: Ptt

    Detailed instructions for upgrading phone software are in Spectralink PIVOT Configuration Guide. Spectralink 87-Series handsets can operate in a group broadcast mode called Push-to-Talk (PTT). PTT is a licensed feature which can be activated in the Feature license section. Admin Tip: Feature license required...

  • Page 55: Quick Barcode Connect

    Spectralink 87-Series CMS Administration Guide Caution: PTT compatibility with earlier Spectralink models If you are planning to use Spectralink 87-Series handsets with the 84-Series handsets and need to deploy PTT so both families can send and receive transmissions to each other, you must disable compatibilityMode in the 84-Series Config files.

  • Page 56: Safe And Panic Button

    The Spectralink SAFE application utilizes PIVOT’s accelerometer for personal monitoring including “no movement” alarms, “tilt” alarms, “running” alarms and duress calls to an emergency number.

  • Page 57: Sip Service

    Spectralink 87-Series handsets, correct installation and configuration management server, and thorough training of personnel. Spectralink assumes no responsibility and shall not be liable for any of the above dependency factors. In addition, please be aware that the Spectralink Panic Button and SAFE application should not be your sole solution to any of your safety concerns and are not a substitute for safe practices and procedures.
  • Page 58 You will see some settings that use a dashed line in the text field, such as the Enable / Disable Spectralink SIP setting shown below. When you see this, it indicates that whatever the current setting is should be retained or “use whatever is currently configured in the handset”...
  • Page 59 Spectralink 87-Series CMS Administration Guide 721-0011-000_G.docx August 2015...

  • Page 60: Syslog

    Spectralink recommends: Setting up a syslog server We recommend that you set up a syslog server as part of your initial deployment. Note Detailed instructions for phone settings are in Spectralink PIVOT Configuration Guide. Web API Web API settings are configured when deploying applications that interact with the handset such as sending messages or alerts to it.
  • Page 61 Spectralink 87-Series CMS Administration Guide Note: Changing event URLs If you need to edit an event URL, remove it and re-enter the information with the new URL label or address. 721-0011-000_G.docx August 2015...

  • Page 62: Web Applications

    Web Applications listed here are Web applications whose shortcuts are displayed in a widget box on one of the home pages of the handset. They are opened in the Spectralink Webview browser. Any URL available to the handsets can be entered.

  • Page 63: Wireless / Networking

    Standby roaming threshold an advanced tuning parameter to increase roaming aggressiveness in certain environments. This setting should be left at its default unless advised by Spectralink support personnel. Improper setting of this parameter can negatively impact battery life of the handset.
  • Page 64 Spectralink 87-Series CMS Administration Guide Admin tip: Which settings are moved? All CMS administrative settings are moved to the handset. User settings such as Ring tone, volumes, etc. are stored by the CMS and are also moved. Apps, People, and various customizations that are stored on the handset will not be moved to the new handset and will have to be re-setup by the administrator and/or user.

  • Page 65: Chapter 6: Feature Licenses

    Chapter 6: Feature Licenses Spectralink periodically releases new features that require a feature license before they can be deployed. Examples are Push-to-Talk, SAFE and Panic Button. Contact your Spectralink service representative for information about obtaining paid licenses. Caution: Reboot handsets after pushing new or changed licenses The handsets cannot properly execute a new or changed license until it has undergone a reboot.

  • Page 66: Add Or Change Installed Licenses

    Spectralink 87-Series CMS Administration Guide Add or change installed licenses Installed licenses are listed at the top of the page. Click the Serial number to edit or delete the license. You can also add another license from the detail screen.

  • Page 67: Part Ii Administrative Procedures

    As an administrator of the handsets, you will need to provide support to your handset users, any other CMS users and your IT team. Additionally you need to know enough to be able to interface with Spectralink support crew if you need their assistance. This part provides you with the tools to: ...

  • Page 68: Chapter 7: Cms Administrative

    Chapter 7: CMS Administrative The CMS Administrative group of pages allows you to administer the CMS itself. This is where you set up authorized users and manage server settings. CMS Users The Users page lists users and their status. Click the link to view any user. Add user Add a user by clicking Add user: Complete the fields and click Save.

  • Page 69: Edit / View User

    Spectralink 87-Series CMS Administration Guide Edit / View user The Change user page opens for you to complete the options you want to make available to this user. Personal info The information in these fields displays on the Users list.
  • Page 70 Spectralink 87-Series CMS Administration Guide Permissions  Active The Active box is checked by default. Remove the check to deactivate the user.  Staff status The Staff status box allows a user to log in. check this box for every active user.

  • Page 71: Delete A User

    Spectralink 87-Series CMS Administration Guide Delete a User Users can be deleted on the Change User page or on the Users list page. Authenticating CMS users with LDAP LDAP can be used to authenticate CMS users by entering valid LDAP usernames but using dummy passwords.

  • Page 72: Server Settings

    Spectralink 87-Series CMS Administration Guide Server Settings Active Directory Settings If you are using Active Directory®, you can use LDAP as an authentication server for admin personnel to login to the CMS. Settings: Configuring Active Directory settings Prior to configuring the settings listed here, ensure you consult with your LDAP administrator and obtain accurate information for populating these settings correctly.

  • Page 73: General Settings

    Spectralink 87-Series CMS Administration Guide Domain The active directory domain that the CMS administrators will be members of. Port Active director global catalog port. The port that connects to the server if a full URL is not provided. Common Active Directory ports are 3268 and 3269 for encrypted (TLS).

  • Page 74: Self Signed Public Key

    Self Signed Public Key The CMS can use HTTPS and the 87-Series handset can be configured to use a certificate to authenticate the CMS server. The certificate has two elements – the “private” key that resides on the CMS and the “public”...

  • Page 75: License For This Software

    The customer receives the APK (Authentication Product Key) and CMS serial number via an email which also includes a URL to the Spectralink License Key Generator. Click the URL to generate the license key and register with Spectralink. Copy the license key.

  • Page 76: Chapter 8: Updating The Handset Software

    Chapter 8: Updating the Handset Software Software releases are periodically available for the 87-Series handsets. Customers whose products are under the Product Warranty or who have purchased Software Assurance are eligible to download releases. Caution: Updating phones that are more than one revision out of date The directions provided here are for a simple update within the KitKat code family (R1.3 to R1.6).
  • Page 77 Spectralink 87-Series CMS Administration Guide Navigate to Home> Enterprise Settings> Over the air provisioning. The Over the air provisioning page displays the current update version and allows you to browse to a location and upload new handset software to the CMS server.

  • Page 78: Chapter 9: How To Use Cms To View Logs

    Log messages provide a window into the handset’s operation. These messages can assist you in troubleshooting issues and understanding how the handset executes. Spectralink’s log structure enables message filtering by severity. Messages may be further filtered on a tag field provided by the software.

  • Page 79: Setting Up Your Syslog Filters In Cms

    Spectralink 87-Series CMS Administration Guide Example of current log snapshot: Setting up Your Syslog Filters in CMS Generally speaking, you will want to set the severity level at a fairly high level for the enterprise to prevent excessive messaging. Groups can be set at lower levels as needed for troubleshooting or analysis.
  • Page 80 Spectralink 87-Series CMS Administration Guide Example: Let’s say that you want to see all SipService warning messages. On the handset or in the CMS, select “Warning” as the Logging level and set “SipService” in the Warning filter. The resulting syslog messages will only contain those messages that use “SipService” as the Activity/Component name and are of Warning severity.

  • Page 81: Part Iii Appendices

    Part III Appendices 721-0011-000_G.docx August 2015...

  • Page 82: Appendix A: Open Source Information

    Handset, as well as related license and copyright information, is available at http://support.spectralink.com. You may also obtain the same information by contacting Spectralink by regular mail or email at the addresses listed at the bottom of this notice. For at least three (3) years from the date of distribution of the applicable product or software, we will give to anyone who contacts us at the contact information provided below, for a charge of no more than our cost of physically distributing, the items listed in “Spectralink OFFER of Source...
  • Page 83 Appendix B: Products Mentioned in this Document Android, Google, Google Play and other marks are trademarks of Google, Inc. Excel is a registered trademark of Microsoft Corporation in the United States and/or other countries. Firefox is a registered trademark of the Mozilla Foundation. Kiwi and SolarWinds are a registered trademarks of SolarWinds Corp.

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