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Working with Phone Configuration Profiles

When you manage phones, you can configure them by using configuration profiles. As soon as a phone is configured to use the RealPresence Resource Manager system for its provisioning server, it starts polling for configuration profile updates. The default polling interval is 3:00 am to 5:00 am every day.

 

After the RealPresence Resource Manager provisions a phone, the phone’s REST API is enabled and its administrator password changes to "789". You can use the AdminPassword-Change-Template configuration profile to create and define a custom device admin password. You cannot define "456" as a device password.

To ensure out-of-box usability, the RealPresence Resource Manager system comes with many read-only Polycom standard (pre-defined) configuration profiles. These profiles provide Polycom's recommended configuration for the associated feature that they enable. You can directly assign these profiles devices and use them as necessary. Polycom may remove or update Polycom Standard profiles as the configuration recommendation to customers change, or as features are no longer applicable.

Please see the Polycom UC Software Administration Guide for complete documentation on the features of your Polycom phones.

 

Polycom CX5100 does not support sync messages from the RealPresence Resource Manager system. For example, after making changes to a configuration profile applied to CX5100 endpoints, and click Save and Apply to apply the changes immediately, CX5100 cannot respond and reboot to accept the changes. The changes take effect at the next polling interval. You also can manually reboot CX5100 to apply the changes.

Create a Phone Configuration Profile

You can create new profiles to customize the settings of phones you provision. You can either create a new one or copy a pre-defined profile and make necessary changes

Users with the Provision Profiles permission can edit profiles.

To create a configuration profile:

1 Go to Endpoint > Phone Management > Configuration Profiles.

2 Click Add plus_icon.png.

3 In the General Information tab of the Add New Configuration Profile dialog, enter a name and description for the new provisioning profile. File name cannot contain / \ : * ? "< > |.

4 Click the Configuration Attributes tab.

5 (Optional) In the Software section, select the endpoint type and a software image.

Ø The selected version is used to update the phones under certain condition. See Set a Software Update Policy for details.

Ø When a software image is selected, the system will use the attributes defined in its XSD file instead of the default XSD file.

6 Add phone’s provisioning attribute in one of the following ways. When there is an overlap of the attributes, the latest edit will take effect.

Ø Standard Fields

Enter text (two or more characters) to search attributes in a XSD file.

t If you selected a software image with XSD file in the previous step, the system will search attributes in the XSD file packed in the software image.

t If you have uploaded a customized XSD file from the Endpoint > Phone Management > Phone Management Settings page. The system will search attributes in the uploaded XSD file.

t The system also comes a default XSD file that contains phone configuration elements that you can use. By default, the system searches attributes in the default XSD file.

Ø Custom Fields

You can enter an attribute that is not included in the XSD file and click Apply to add this attribute.

XSD validation will not apply to the customized attributes.

Ø Import from File

Browse to select a CFG or XML file containing the attributes. The file can contain customized attributes that are not included in the specified XSD file.

Ø Paste Configuration XML

Paste a piece of XML containing the attributes and click Apply. You can paste customized attributes that are not included in the specified XSD file.

7 Click OK to save the changes.

Related Topics

Edit a Phone Configuration Profile

You can only edit user defined configuration profiles that you created.

To edit an customized profile:

1 Go to E ndpoint > Phone Management > Configuration Profiles.

2 Use one of the following ways to open the Edit Configuration Profile dialog.

Ø Select a user defined profile and click Edit edit_icon.png.

Ø Click a user defined profile hyper link. All editable customized profiles are shown as hyper links in blue.

3 As needed, edit the provisioning details.

4 Do one of the following for configuration profiles in use:

Ø Click Save and Apply to apply the updates to the associated on-line phones now. This operation may reboot the phones. If the associated phones are off-line, the phones will receive the changes when the phones connect to the RealPresence Resource Manager system.

If the profile has not been applied to any phones before, Save and Apply will not be displayed.

Ø Click Save to wait for the updates taking effect automatically at the next polling interval.

If this profile has not been applied to any phones before, click Save to save the changes.

For associated phones behind firewall, you can only click Save to wait for the updates taking effect automatically at the next polling interval.

Copy a Configuration Profile

You can copy a Polycom standard profile or an user defined profile and create your own profiles based on cloned profiles.

To create an customized profile based on a cloned profile:

1 Go to E ndpoint > Phone Management > Configuration Profiles.

2 Select a profile and click Clone clone.png.

3 In the Copy Configuration Profile dialog, enter a name and description for the new provisioning profile.

4 Edit the attribute as needed.

5 Click OK.

Customize the Configuration Profile List

You can customize your configuration profile list by using filter.

To customize the Configuration Profile list:

1 Go to E ndpoint > Phone Management > Configuration Profiles.

2 Click Filter search_icon.png to filter configuration profile list by specific conditions.

3 Press Enter to do the search.

4 Click Reset to clean all the conditions before another search.

5 Enter a key word in the Search field beside Filter search_icon00001.png to search the key word among the filter results.

6 Sort the profile list by clicking arrow beside the headings of each column. Special characters such as # and @ cannot be used to sort.

View CSV Imported Configuration Profiles

CSV-imported profiles are not displayed by default.

To display CSV imported profiles:

1 Go to E ndpoint > Phone Management > Configuration Profiles.

2 Click search_icon00002.png.

3 Select CSV Imported as Profile Type.

View a Configuration Profile Detail

You can view the details for both Polycom standard and user defined profiles.

To view details of a profile:

1 Go to E ndpoint > Phone Management > Configuration Profiles.

2 Select a profile and click View Details view_icon.png.

The detail information displays on the right.

Delete a Phone Configuration Profile

You can only delete user defined configuration profiles that you created.

To delete an provisioning profile:

1 Go to Endpoint > Phone Management > Provisioning Profiles.

2 Select an user defined profile and click Delete delete_icon.png.

3 Do one of the following to confirm the deletion:

Ø Click Delete and Apply to delete the profile and remove its phones’ association right now.

This operation may reboot the phones. If the associated phones are offline, the profile association will be removed when the phones connect to the RealPresence Resource Manager system.

If the profile has not been applied to any phones before, Delete and Apply is not displayed.

Ø Click Delete to remove the phones’ profile association. The deletion will apply to the related phones automatically at the next polling interval.

4 If this profile has not been applied to any phones before, click Delete to delete the profile.

For associated phones behind firewall, you can only click Delete to wait for removing the phones profile association automatically at the next polling interval.

Export Configuration Profiles

This operation export one user defined profile or all user defined profiles to a ZIP file. You cannot export Polycom standard and CSV imported profiles.

To export configuration profile(s):

1 Go to Endpoint > Phone Management> Configuration Profiles.

2 Do one of the following:

Ø Select a user defined profile and click Download export_icon.png to export this profile.

Ø Click More > Export User Defined Profile to export all user defined profiles.

Register Phones to a SIP Server

After registering to a SIP call server, you can make calls using the phones.

To register to a SIP sever:

1 Go to Endpoint > Phone Management > Configuration Profiles.

2 Create a profile containing the call server fields.

For example, create a profile named SIP_server containing the following fields:

voIpProt.server.1.address="server_IPaddress"

voIpProt.server.1.port="Port"

voIpProt.server.1.transport="TCPpreferred"

3 Go to Endpoint > Phone Management > Profiles Deployment.

4 Apply the profile to certain phones based on conditions.

Related Topics

Monitor Phones Behind Firewall

The RealPresence Resource Manager system comes with a pre-defined configuration profile, NotificationServerURL-External. This profile contains the parameters that you need to specify to monitor the SIP register status and call status of phones behind firewall. You can view the status from the Endpoint > Monitor View page.

To monitor phones behind firewall:

1 Go to Endpoint > Phone Management > Configuration Profiles.

2 Click Filter search_icon00003.png and select Profile Name.

3 Enter NotificationServerURL-External.

4 Click Search.

5 Select NotificationServerURL-External.

6 Click Clone clone00004.png.

7 In the Configuration Attributes tab, replace ProxyServerAddress with your proxy server address in the following parameters. For example, the RealPresence Access Director address.

Ø apps.statePolling.URL="https://ProxyServerAddress/PlcmRmWeb/device/PhoneStatus

Ø apps.telNotification.URL="https://ProxyServerAddress/PlcmRmWeb/device/PhoneStatus

8 Click OK.

9 Go to Endpoint > Phone Management > Profiles Deployment.

10 Apply this profile to the phones behind firewall per the conditions.

Related Topics

Working with Resource Files

Resource files can be any type of file used for configuring phones. For example, you can upload image files and configure the system to use the files as phone icons in your configuration profile.

Upload Resource File

Uploading resource files under 50 MB is recommended.

To upload resource file:

1 Go to Endpoint > Phone Management > Resource Files.

2 Click Add plus_icon00005.png to open the Upload Resource Files dialog.

3 Browse to the file to be uploaded.

4 Enter a description.

5 Click OK to upload the file.

Download Resource File

You can download the resource files and check the content.

To download resource file:

1 Go to Endpoint > Phone Management > Resource Files.

2 Select a resource file to download. You can download a single file each time.

3 Click Download export_icon00006.png to download the selected file.

Delete Resource Files

You can delete one or more resource files.

To delete resource files:

1 Go to Endpoint > Phone Management > Resource Files.

2 Select a resource file or click Switch Selection Types select_all_icon.png to select multiple resource files.

3 Click Delete delete_icon00007.png.

4 Click OK to confirm the deletion.

Refresh Resource Files

Refresh the Resource Files page to see the resource files changes made by other users.

To Refresh resource files:

1 Go to Endpoint > Phone Management > Resource Files.

2 Click Refresh refresh_icon.png.

Filter the Resource File List

You can customize your resource file list by using filter.

To customize the Endpoint Group list:

1 Go to E ndpoint > Phone Management > Resource Files.

2 Click Filter search_icon00008.png to filter resource files by File Name or Uploaded By condition.

3 Press Enter to do the search.

4 Click Reset to clean all the conditions before another search.

5 Enter a key word in the Search field beside Filter search_icon00009.png to search the key word among the filter results.

Uploading the Phone Files

RealPresence Resource Manager supports uploading global 000000000000-* file for all provisioned phones and uploading files for specific phones.

When you upload a global 000000000000-* file as a resource file, for example, 000000000000-directory.xml, or 000000000000-license.cfg file, this file will be applied to all the phones that are provisioned by the RealPresence Resource Manager system. Phones will get the 000000000000-* file after connecting to the system.

You can also select a specific phone and upload files for this phone.

After a phone connects to RealPresence Resource Manager, it first get the files uploaded for it. If there is no specific file for this phone, then the phone gets the global 000000000000-* file for its use.

Upload the Phone File

When uploading phone files, you must upload the files to the correct directory, based on the purpose of the files.

The system supports CFG, XML, CSV, PEM, CRT, and CER file types and the following directories:

MISC FILES

CONTACTS DIRECTORY

OVERRIDES DIRECTORY

LICENSE DIRECTORY

USER PROFILES DIRECTORY

CERTIFICATE DIRECTORY

FLK DIRECTORY

See the Polycom UC Software Administrator Guide for details on the directories.

To upload phone files:

1 Go to Endpoint > Monitor View.

2 Select a phone.

3 Click MORE > Upload Phone File.

4 Select a file directory.

5 Browse and select a supported file.

6 Click OK.

7 After you upload the files, click View Details view_icon00010.png to display the phone’s detail information. The Others section contains these files.

Related Topics

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