AudioCodes 420HD Use and care manual

AudioCodes Series of High Definition IP Phones
HD VoIP
Administrator’s Manual
400HD Series IP Phones
with Microsoft®Lync™
Version 2.0.9

Administrator's Manual Contents
Table of Contents
1Introduction .......................................................................................................11
2Automatic Mass Provisioning of IP Phones using DHCP..............................13
2.1 Preparing the Microsoft Lync Environment for IP Phones..............................15
2.1.1 Making Sure DHCP Server Options are Correctly Configured................................16
2.1.1.1 DHCP Option 43.......................................................................................16
2.1.1.2 DHCP Option 120.....................................................................................17
2.1.1.3 DHCP Option 42.......................................................................................17
2.1.2 Making Sure the DHCP Server is Correctly Configured for Auto Provisioning .......17
2.2 Creating a Configuration File for Auto Provisioning........................................19
2.2.1 Saving a Single Phone’s Default Configuration as a .cfg File.................................19
2.2.2 Configuring the Phone According to Requirements................................................20
2.2.3 Save the Phone’s Newly Configured Settings as a .cfg File ...................................20
2.2.4 Creating a Delta Configuration .cfg File...................................................................20
2.2.5 Loading the Delta .cfg File to Another Phone, Signing In, Testing..........................20
2.2.5.1 Loading the Delta .cfg File to Another Phone..........................................20
2.2.5.2 Signing In to the Phone............................................................................21
2.2.5.3 Testing the Phone....................................................................................22
2.2.5.4 Changing the Order of the Sign-In Method..............................................22
2.3 Copying the Configuration File to the Provisioning Server.............................22
2.4 Triggering Automatic Provisioning....................................................................22
2.5 Troubleshooting Automatic Provisioning .........................................................23
2.5.1 Using the Phone LCD..............................................................................................23
2.5.2 Using the Web Interface..........................................................................................25
3Manual Configuration of a Single IP Phone....................................................27
3.1 Configuring Network Connections.....................................................................27
3.1.1 Configuring LAN Connection Type..........................................................................27
3.1.2 Configuring LAN Port / PC Port...............................................................................31
3.1.3 Configuring VLAN Settings......................................................................................32
3.2 Configuring Personal Settings ...........................................................................34
3.2.1 Configuring Language .............................................................................................34
3.2.2 Configuring a Personal Directory.............................................................................35
3.2.3 Configuring Function Keys as Speed Dials.............................................................37
3.2.3.1 Configuring Speed Dials using the Web Interface...................................37
3.2.3.2 Configuring Speed Dials using the Configuration File.............................38
3.2.3.3 Saving Configured Speed Dials in a cfg File............................................38
3.2.3.4 Loading the cfg File to Other Phones.......................................................39
3.2.3.5 Deleting a Speed Dial...............................................................................39
3.2.4 Programming Line Keys ..........................................................................................40
3.2.4.1 Programming Line Keys using the Web Interface....................................40
3.2.4.2 Programming Line Keys using the Configuration File..............................42
3.2.4.3 Saving Programmed Line Keys in a cfg File............................................42
3.2.4.4 Loading the cfg File to Other Phones.......................................................42
3.2.5 Configuring Tones ...................................................................................................43
3.2.5.1 Configuring CPT Regional Settings .........................................................43
3.2.5.2 Uploading Ring Tones..............................................................................45
3.3 Configuring VoIP Settings...................................................................................47
3.3.1 Defining an Outbound Proxy ...................................................................................47
3.3.2 Configuring Dialing ..................................................................................................49
3.3.2.1 Configuring Automatic Dialing..................................................................49
3.3.2.2 Configuring Default Audio Device............................................................50
3.3.3 Configuring Media Streaming..................................................................................51
3.3.3.1 Configuring Quality of Service..................................................................51
3.3.3.2 Configuring Codecs..................................................................................52
Version 2.0.9 3 400HD Series IP Phone with Microsoft Lync

400HD Series IP Phone with Microsoft Lync
3.3.3.3 Configuring RTCP Extended Report........................................................54
3.4 Configuring Security............................................................................................55
3.4.1 Using the Encryption Tool........................................................................................55
3.4.1.1 Encrypting Configuration Files.................................................................55
3.4.2 Encrypting Passwords in Configuration File............................................................55
3.4.3 Managing Security Certificates................................................................................57
3.4.3.1 Loading the Root CA Certificate to the Phone.........................................57
3.4.3.2 Loading the Client Certificate to the Phone..............................................57
3.4.3.3 Generating a Certificate Signing Request................................................58
3.4.4 Configuring 802.1X Authentication..........................................................................59
3.4.4.1 Using the Phone LCD...............................................................................59
3.4.4.2 EAP MD5 Mode........................................................................................59
3.4.4.3 EAP TLS Mode.........................................................................................60
3.4.5 Using the Web Interface / Configuration File...........................................................60
3.4.5.1 EAP MD5 Mode........................................................................................60
3.4.5.2 EAP TLS Mode.........................................................................................61
3.4.6 Configuring HTTPS..................................................................................................62
3.5 Configuring Advanced Applications..................................................................63
3.5.1 Dynamic URL Provisioning......................................................................................63
3.5.1.1 DHCP Option 160.....................................................................................66
3.5.1.2 DHCP Options 66 and 67.........................................................................67
3.5.2 Configuring Date and Time......................................................................................68
3.5.2.1 Configuring Daylight Saving Time............................................................68
3.5.2.2 Configuring NTP Server...........................................................................71
3.5.2.3 Configuring NTP Server via DHCP..........................................................73
3.5.3 Configuring Contacts (LDAP)..................................................................................74
3.5.4 Configuring T9.........................................................................................................77
4Configuring Microsoft Lync Features..............................................................79
4.1 Park Call................................................................................................................79
4.2 Music on Hold (MoH) ...........................................................................................79
4.3 Group Call Pickup (GCP).....................................................................................80
4.4 Location................................................................................................................80
4.5 Better Together over Ethernet............................................................................81
4.5.1 Installing the BToE PC Application..........................................................................81
4.5.2 Making Sure BToE is Correctly Installed.................................................................88
4.5.3 Configuring the BToE TCP Port ..............................................................................89
4.5.4 Pairing the BToE PC Application with the IP Phone ...............................................90
4.5.4.1 Generating a Pair Code............................................................................90
4.5.4.2 Connecting the IP Phone with the BToE PC Application.........................91
4.5.5 Connecting the Lync Client with the IP Phone........................................................94
4.5.6 Making Sure IP Phone/Lync Client are Paired........................................................94
4.5.6.1 Making Sure Lync Client is Paired...........................................................94
4.5.6.2 Making Sure the IP Phone is Paired........................................................95
4.5.7 Pairing Across Different Subnets.............................................................................96
4.6 Boss Admin..........................................................................................................97
4.6.1 Viewing Admin Lines on the Boss's Phone...........................................................100
4.6.2 Viewing the Boss's Line on the Admin's Phone ....................................................100
5Maintenance ....................................................................................................101
5.1 Upgrading Phone Firmware..............................................................................101
5.2 Administration....................................................................................................102
5.2.1 Managing Users.....................................................................................................102
5.2.2 Restoring Defaults.................................................................................................103
5.2.3 Restarting the Phone.............................................................................................103
5.3 Enabling Remote Management.........................................................................104
5.3.1 Enabling Telnet Access.........................................................................................104
Administrator's Manual 4 Document #: LTRT-09935

Administrator's Manual Contents
6Status and Performance.................................................................................105
6.1 Viewing Network Status ....................................................................................105
6.1.1 Viewing LAN Status...............................................................................................105
6.1.2 Viewing Port Mode Status.....................................................................................105
6.1.3 Viewing 802.1X Status...........................................................................................105
6.2 Viewing VoIP Status...........................................................................................106
6.2.1 Viewing Phone Status............................................................................................106
6.2.2 Viewing Line Status...............................................................................................106
6.2.3 Viewing Call Information........................................................................................107
6.3 Viewing Call History...........................................................................................107
6.4 Viewing Phone Model / Firmware Version.......................................................108
6.4.1 Viewing from the Web Interface ............................................................................108
6.4.2 Viewing from the Phone's LCD..............................................................................108
6.4.3Viewing Release Information.................................................................................109
7Diagnostics......................................................................................................111
7.1 Logging: Analyzing and Debugging Traffic using Syslog .............................111
7.2 Monitoring: Pinging & Traceroute....................................................................113
7.3 Enabling Recording to Debug Voice................................................................114
7.4 Creating a Crash Dump File..............................................................................116
7.5 Enabling Tracing................................................................................................117
7.6 Configuring Port Mirroring................................................................................118
8Troubleshooting..............................................................................................119
8.1 Unable to Sign in to Lync using Username/Password...................................119
8.2 Unable to Authenticate User using PIN ...........................................................119
8.3 IP Phone Fails Registration Process................................................................119
8.4 How to Verify CA Certificate is Trusted / Authorized by IP Phone................120
8.5 Invalid Time Server............................................................................................120
8.6 Invalid Time Offset.............................................................................................120
8.7 General Corrective Actions...............................................................................121
8.7.1 Restoring Phone Defaults......................................................................................121
8.7.1.1 Restoring Factory Defaults from the Phone LCD.................................. 121
8.7.1.2 Restoring Factory Defaults from the Web Interface.............................. 122
8.7.2 Loading the Configuration File Manually...............................................................122
8.7.3 Recovering Firmware.............................................................................................123
8.7.4 Restarting the Phone.............................................................................................123
8.7.4.1 Restarting the Phone from the LCD...................................................... 123
8.7.4.2 Restarting the Phone from the Web Interface....................................... 124
AAlternative Automatic Provisioning Methods...............................................125
A.1 Static DNS Record Method................................................................................125
A.2 SIP SUBSCRIBE and NOTIFY Methods............................................................127
BSpecifications..................................................................................................131
B.1 420HD IP Phone..................................................................................................131
B.2 430HD and 440HD IP Phones............................................................................133
B.3 SIP Support (RFC, Headers)..............................................................................136
B.3.1 SIP Compliance Tables.........................................................................................137
Version 2.0.9 5 400HD Series IP Phone with Microsoft Lync

400HD Series IP Phone with Microsoft Lync
List of Figures
Figure 2-1: Setting up Automatic Provisioning.......................................................................................14
Figure 2-2: DHCP Server Options..........................................................................................................16
Figure 2-3: Web Interface - Configuration File.......................................................................................19
Figure 2-4: Web Interface – Loading a New Configuration File.............................................................21
Figure 3-1: Web Interface - Network Settings – Static IP.......................................................................28
Figure 3-2: Web Interface - Network Settings - Automatic IP (DHCP)...................................................29
Figure 3-3: Web Interface – LAN Port Mode / PC Port Mode................................................................31
Figure 3-4: Web Interface - VLAN Settings............................................................................................32
Figure 3-5: Language.............................................................................................................................34
Figure 3-6: Web Interface – Personal Directory.....................................................................................35
Figure 3-7: Web Interface – Directory – Add Contact............................................................................35
Figure 3-8: Web Interface - Function Keys.............................................................................................37
Figure 3-9: Web Interface – Programmable Keys..................................................................................40
Figure 3-10: Web Interface – Programmable Line Keys........................................................................40
Figure 3-11: Web Interface – Programmable Line Keys – Speed Dial..................................................41
Figure 3-12: Web Interface – Programmable Line Keys – Key Event ...................................................41
Figure 3-13: Web Interface – Programmable Line Keys – Selecting a Key Event.................................41
Figure 3-14: Web Interface - Tones - Regional Settings........................................................................43
Figure 3-15: Web Interface - Upload Ringing Tone ...............................................................................45
Figure 3-16: Web Interface – Signaling Protocol – Use Hosting Outbound Proxy.................................47
Figure 3-17: Web Interface - Dialing - Automatic Dialing.......................................................................49
Figure 3-18: Web Interface - Dialing - Default Audio Device .................................................................50
Figure 3-19: Web Interface – Media Streaming - Quality of Service Parameters..................................51
Figure 3-20: Web Interface – Media Streaming - Codecs......................................................................52
Figure 3-21: Web Interface – Media Streaming - RTCP-XR..................................................................54
Figure 3-22: Web Interface – Root CA Certificate..................................................................................57
Figure 3-23: Web Interface – Client Certificate......................................................................................58
Figure 3-24: Web Interface – Certificate Signing Request.....................................................................58
Figure 3-25: Web Interface - 802.1X Settings - EAP MD5.....................................................................60
Figure 3-26: Web Interface - 802.1X Settings – EAP-TLS.....................................................................61
Figure 3-27: Web Interface - Automatic Provisioning – Dynamic URL..................................................63
Figure 3-28: Web Interface - Automatic Provisioning - DHCP Option 160 ............................................66
Figure 3-29: Web Interface – Automatic Provisioning - DHCP Options 66/67.......................................67
Figure 3-30: Web Interface - Date and Time..........................................................................................68
Figure 3-31: Web Interface – Daylight Saving Time ..............................................................................68
Figure 3-32: Web Interface - NTP & Time Settings................................................................................71
Figure 3-33: Web Interface - NTP and Time Settings............................................................................73
Figure 3-34: Web Interface – Contact Search Method...........................................................................74
Figure 3-35: Web Interface – T9 Mode ..................................................................................................77
Figure 4-1: InstallShield Wizard – Preparing to Install...........................................................................81
Figure 4-2: Welcome to the InstallShield Wizard ...................................................................................82
Figure 4-3: License Agreement..............................................................................................................82
Figure 4-4: License Agreement..............................................................................................................83
Figure 4-5: Destination Folder................................................................................................................83
Figure 4-6: Change Current Destination Folder.....................................................................................84
Figure 4-7: Ready to Install ....................................................................................................................85
Figure 4-8: Installing AudioCodes Better2Gether ..................................................................................85
Figure 4-9: InstallShielf Wizard Completed............................................................................................86
Figure 4-10: AudioCodes Icon in Taskbar..............................................................................................86
Figure 4-11: Control Panel>Programs>AudioCodes Better2Gether......................................................87
Figure 4-12: Computer Management > Services and Applications........................................................87
Figure 4-13: Device Manager > AudioCodes B2GoE USB Driver.........................................................88
Figure 4-14: Popup Menu.......................................................................................................................88
Figure 4-15: About AC BToE..................................................................................................................89
Figure 4-16: TCP Port ............................................................................................................................89
Figure 4-17: AC BToE TCP Port ............................................................................................................89
Figure 4-18: AudioCodes BToE Client...................................................................................................91
Administrator's Manual 6 Document #: LTRT-09935

Administrator's Manual Contents
Figure 4-19: Enter Pair Code..................................................................................................................91
Figure 4-20: AC BToE Failed Indication.................................................................................................91
Figure 4-21: AC BToE is Connected Indication......................................................................................92
Figure 4-22: Popup Menu – 'Disconnect' Enabled, 'Enter Pair Code…' Disabled.................................92
Figure 4-23: AC BToE Disconnected.....................................................................................................92
Figure 4-24: Popup Menu When BToE is Disconnected........................................................................92
Figure 4-25: Start > Programs > AudioCodes > BToE Controller..........................................................93
Figure 4-26: Lync Sign-in Request Prompt............................................................................................94
Figure 4-27: Web Interface - Configuration File.....................................................................................96
Figure 4-28: Lync Client – Call Forwarding Settings..............................................................................97
Figure 4-29: Lync Client - Edit my delegate members...........................................................................98
Figure 4-30: Lync Client – Call Forwarding – Add Delegates................................................................98
Figure 4-31: Lync Client – Call Forwarding – Added Delegate - Receive Calls.....................................99
Figure 4-32: Lync Client – Call Forwarding – Simultaneously ring - My Delegates...............................99
Figure 5-1: Manual Firmware Upgrade ................................................................................................101
Figure 5-2: Web Interface – Users.......................................................................................................102
Figure 5-3: Web Interface - Telnet .......................................................................................................104
Figure 6-1: Web Interface - LAN Information .......................................................................................105
Figure 6-2: Web Interface - Port Mode Status......................................................................................105
Figure 6-3: Web Interface - 802.1X Status...........................................................................................105
Figure 6-4: Web Interface - Phone Status............................................................................................106
Figure 6-5: Web Interface - Line Status ...............................................................................................106
Figure 6-6: Web Interface - Call Information........................................................................................107
Figure 6-7: Web Interface - Call History...............................................................................................107
Figure 6-8: Web Interface - System Information ..................................................................................108
Figure 6-9: Web Interface - System Information - Release Information...............................................109
Figure 7-1: Web Interface - System Logging........................................................................................111
Figure 7-2: Web Interface - Monitoring.................................................................................................113
Figure 7-3: Web Interface - Recording.................................................................................................114
Figure 7-4: Web Interface - Crash Dump.............................................................................................116
Figure 7-5: Configuring Tracing............................................................................................................117
Figure 7-6: Web Interface - Port Mirroring............................................................................................118
Figure 8-1: Web Interface - Restore Defaults.......................................................................................122
Figure 8-2: Confirm Restore to Factory Defaults..................................................................................122
Figure 8-3: Web Interface - Configuration File.....................................................................................122
Figure 8-4: Web Interface - Load New Configuration File....................................................................123
Figure 8-5: Web Interface - Restart System.........................................................................................124
Figure 8-6: Confirmation Box ...............................................................................................................124
Figure A-1: Web Interface - Static DNS Record...................................................................................125
Version 2.0.9 7 400HD Series IP Phone with Microsoft Lync

400HD Series IP Phone with Microsoft Lync
List of Tables
Table 2-1: DHCP Option 43 Configuration Reference...........................................................................16
Table 2-2: DHCP Option 120 Configuration Reference.........................................................................17
Table 2-3: DHCP Option 120 Configuration Reference.........................................................................17
Table 2-4: Troubleshooting Deployment Problems................................................................................23
Table 2-5: Web Interface – Status & Diagnostics - Tracing...................................................................25
Table 3-1: Network Settings – Static IP..................................................................................................29
Table 3-2: Network Settings - Automatic IP (DHCP)..............................................................................30
Table 3-3: Port Settings..........................................................................................................................31
Table 3-4: VLAN Parameters Description..............................................................................................32
Table 3-5: Language Display Parameters..............................................................................................34
Table 3-6: Speed Dial Parameter...........................................................................................................38
Table 3-7: Programmable Line Keys Parameters..................................................................................42
Table 3-8: Regional Parameters ............................................................................................................43
Table 3-9: Ring Tone Parameters..........................................................................................................46
Table 3-10: Proxy and Registrar Parameters.........................................................................................48
Table 3-11: Automatic Dialing Parameters.............................................................................................49
Table 3-12: Default Audio Device Parameter.........................................................................................50
Table 3-13: QoS Parameters .................................................................................................................51
Table 3-14: Codec Parameters..............................................................................................................52
Table 3-15: RTCP_XR Parameter..........................................................................................................54
Table 3-16: Root CA Certificate Parameters..........................................................................................57
Table 3-17: Client Certificate Parameters..............................................................................................58
Table 3-18: EAP MD5 Parameters.........................................................................................................60
Table 3-19: EAP TLS Parameters..........................................................................................................61
Table 3-20: Configuring Automatic Provisioning Performed by DHCP..................................................63
Table 3-21: Daylight Saving Time Parameters.......................................................................................69
Table 3-22: NTP Server Parameters......................................................................................................72
Table 3-23: NTP Server and GMT Parameters......................................................................................74
Table 3-24: LDAP Parameters...............................................................................................................75
Table 3-25: T9 Parameter ......................................................................................................................77
Table 5-1: Administrator account - Username and Password..............................................................103
Table 5-2: User account - Username and Password...........................................................................103
Table 5-3: Telnet Parameters...............................................................................................................104
Table 7-1: Syslog Parameters..............................................................................................................111
Table 7-2: Packet Recording Parameters............................................................................................114
Table 7-3: Crash Dump Parameters ....................................................................................................116
Table 7-4: Port Mirroring Parameters...................................................................................................118
Table A-1: Static DNS Record Parameters..........................................................................................126
Table B-1: 420HD IP Phone Specifications..........................................................................................131
Table B-2: 430HD and 440HD IP Phone Specifications......................................................................133
Table B-3: Supported IETF RFCs........................................................................................................136
Table B-4: Supported SIP Methods......................................................................................................137
Table B-5: Supported SIP Headers......................................................................................................138
Administrator's Manual 8 Document #: LTRT-09935

Administrator's Manual Notices
Notice
This manual shows administrators how to set up and configure AudioCodes' 400HD Series IP
Phones in the enterprise network environment.
Information contained in this document is believed to be accurate and reliable at the time of
printing. However, due to ongoing product improvements and revisions, AudioCodes cannot
guarantee accuracy of printed material after the Date Published nor can it accept
responsibility for errors or omissions. Updates to this document and other documents can be
viewed by registered customers at http://www.audiocodes.com/downloads.
© Copyright 2014 AudioCodes Ltd. All rights reserved.
This document is subject to change without notice.
Date Published: Oct-02-2014
Trademarks
AudioCodes, AC, AudioCoded, Ardito, CTI2, CTI², CTI Squared, HD VoIP, HD VoIP
Sounds Better, InTouch, IPmedia, Mediant, MediaPack, NetCoder, Netrake, Nuera, Open
Solutions Network, OSN, Stretto, TrunkPack, VMAS, VoicePacketizer, VoIPerfect,
VoIPerfectHD, What’s Inside Matters, Your Gateway To VoIP and 3GX are trademarks or
registered trademarks of AudioCodes Limited. All other products or trademarks are
property of their respective owners.
WEEE EU Directive
Pursuant to the WEEE EU Directive, electronic and electrical waste must not be disposed
of with unsorted waste. Please contact your local recycling authority for disposal of this
product.
Customer Support
Customer technical support and services are provided by AudioCodes or by an authorized
AudioCodes Service Partner. For more information on how to buy technical support for
AudioCodes products and for contact information, please visit our Web site at
www.audiocodes.com/support.
Abbreviations and Terminology
Each abbreviation, unless widely used, is spelled out in full when first used.
Documentation Feedback
AudioCodes continually strives to produce high quality documentation. If you have any
comments (suggestions or errors) regarding this document, please fill out the
Documentation Feedback form on our Web site at http://www.audiocodes.com/downloads.
Your valuable feedback is highly appreciated.
Version 2.0.9 9 400HD Series IP Phone with Microsoft Lync

400HD Series IP Phone with Microsoft Lync
Related Documentation
Document Name
420HD IP Phone User’s Manual
430HD and 440HD IP Phone User’s Manual
420HD IP Phone Quick Guide
430HD IP Phone Quick Guide
440HD IP Phone Quick Guide
IP Phone Management Server Administrator's Manual
EMS and SEM Server IOM Manual
EMS User's Manual
Regulatory Information
Compliancy and Regulatory Information can be viewed at:
http://www.audiocodes.com/library.
Note: Throughout this document, where features can be configured using the Web
interface or configuration file, the Web parameter is displayed in the regular font above
its corresponding configuration file parameter, which is enclosed in square brackets in
bold font type.
Administrator's Manual 10 Document #: LTRT-09935

Administrator's Manual 1. Introduction
1 Introduction
This Administrator's Manual is intended for administrators responsible for provisioning
AudioCodes' 400HD Series of IP Phones deployed with Microsoft Lync in an enterprise
network.
AudioCodes IP phones are based on AudioCodes' proprietary High Definition (HD) voice
technology, providing clarity and a rich audio experience in Voice-over-IP (VoIP) calls.
The phones are fully-featured telephones that provide voice communication over an IP
network, allowing you to place and receive phone calls, put calls on hold, transfer calls, etc.
The phones offer different automatic provisioning options.
This manual shows how to automatically provision a mass deployment of AudioCodes IP
phones using DHCP.
Version 2.0.9 11 400HD Series IP Phone with Microsoft Lync

400HD Series IP Phone with Microsoft Lync
This page is intentionally left blank.
Administrator's Manual 12 Document #: LTRT-09935

Administrator's Manual 2. Automatic Mass Provisioning of IP Phones using DHCP
2 Automatic Mass Provisioning of IP
Phones using DHCP
This section shows how to automatically provision a mass deployment of AudioCodes IP
phones in a Microsoft Lync environment.
Note: Instead of using DHCP as the automatic provisioning method, you can
alternatively use Static DNS Record or SIP SUBSCRIBE and NOTIFY messages (see
Appendix A).
As DHCP clients, AudioCodes IP phones can be automatically provisioned with the
following files:

Configuration file (.cfg)

Firmware file (.img)
These files can be placed on any of these three provisioning server types:

HTTP/S server

TFTP server

FTP server
Figure 2-1 summarizes the steps required for setting up mass provisioning of IP phones in
the Microsoft Lync environment.
These steps are described in detail in the following sections.
Note: Automatic mass provisioning of IP phones using the DHCP provisioning method
can alternatively be performed from the AudioCodes EMS Provisioning Server in the IP
Phones Management Server. For detailed information, see the IP Phone Management
Server Administrator's Manual.
Version 2.0.9 13 400HD Series IP Phone with Microsoft Lync

400HD Series IP Phone with Microsoft Lync
Figure 2-1: Setting up Automatic Provisioning
Prepare the Microsoft Lync environment for IP phones,
e.g., configure the DHCP server with DHCP Option 160 to
point to the provisioning server’s URL
Without signing in, save a single phone’s default
configuration as a .cfg file, using the Web interface
1
2
3
Configure this single phone to perform according to your
specific performance requirements in the enterprise
4
Save the phone’s newly configured settings as a .cfg file
5
Create a configuration .cfg file containing only the delta
between the default .cfg and the newly configured
enterprise-specific .cfg file
6
7
Place the delta .cfg file on the provisioning server
Load this delta .cfg file to another phone. Sign in.
Test performance to see if it matches requirements.
Connect all IP phones to the network and power up.
Phones are automatically provisioned
8
Administrator's Manual 14 Document #: LTRT-09935

Administrator's Manual 2. Automatic Mass Provisioning of IP Phones using DHCP
2.1 Preparing the Microsoft Lync Environment for IP
Phones
Before plugging in and playing the IP phones in an enterprise's Microsoft Lync
environment, make sure that the environment is ready for them.
To prepare it for IP phones, you must set up:
1. Front End Lync Server
2. Domain Controller, including:
a. Active Directory, LDAP service
b. DNS service
c. DHCP service
d. NTP service (optional)
3. Unified Messaging Server (optional)
4. Mediant™Gateway
5. SBA Server (optional)
For details, refer to Microsoft's website at:
http://technet.microsoft.com/en-us/library/gg425854%28v=ocs.14%29.aspx
Version 2.0.9 15 400HD Series IP Phone with Microsoft Lync

400HD Series IP Phone with Microsoft Lync
2.1.1 Making Sure DHCP Server Options are Correctly Configured
This section shows how to ensure that your enterprise's DHCP server options are correctly
configured and that the network environment is ready for deployment of IP phones.
For detailed Microsoft instructions on setting up DHCP for the IP phone, see:
http://technet.microsoft.com/en-us/library/gg398369(v=ocs.14).aspx
Figure 2-2: DHCP Server Options
Make sure that

DHCP Option 43 (comprising 001-005 in the figure above) is correctly configured
(see Section 2.1.1.1 on page 16 below)

DHCP Option 120 is correctly configured (see Section 2.1.1.2 on page 17 below)

DHCP Option 42 is correctly configured (see Section 2.1.1.3 on page 17 below)
Correct configuration of these three is critically important. The other DHCP options shown
in the figure above are also important but are less susceptible to inaccuracies than these.
2.1.1.1 DHCP Option 43
Option 43 comprises the five sub-options 001-005 shown in the figure above and in the
table below. These point the phone to the location of the Certificate Provisioning service on
the Lync server. Use the table as a reference to make sure that each sub-option is
correctly configured.
Refer also to http://technet.microsoft.com/en-us/library/gg398088(v=ocs.14).aspx
Table 2-1: DHCP Option 43 Configuration Reference
Sub-Option Number Sub-Option Name ASCII Value (example)
001 UCIdentifier MS-UC-Client
002 URLScheme https
003 WebServerFQDN lyncserver.domain.com
004 WebServerPort 443
005 CertProvRelPath /CertProv/CertProvisioningService.svc
Administrator's Manual 16 Document #: LTRT-09935

Administrator's Manual 2. Automatic Mass Provisioning of IP Phones using DHCP
2.1.1.2 DHCP Option 120
Option 120, which includes the Lync Server’s fully qualified domain name (FQDN) as
shown in the table below, is required for the certification authority (CA) pool Registrar.
Use the table as reference to make sure Option 120 is correctly configured.
Table 2-2: DHCP Option 120 Configuration Reference
Option Number Option Name ASCII Value (example)
120 UCSipServer lyncserver.domain.com
2.1.1.3 DHCP Option 42
Option 42 specifies the servers that provide NTP /SNTP for the network. Make sure that
NTP server IP addresses are correct, as shown in the table below.
Table 2-3: DHCP Option 120 Configuration Reference
Option Number Option Name String (example)
42 NTP Servers 10.59.0.20, 10.59.0.21
2.1.2 Making Sure the DHCP Server is Correctly Configured for Auto
Provisioning
After creating a .cfg configuration file (see Section 2.2), place it - and the software file (img)
and other files such as tone files - on a provisioning server from where the IP phones can
download and install it.
To get the URLs to this provisioning server, the IP phones use DHCP. The provisioning
server can be HTTP/S, TFTP or FTP server.
The phone features automatic update capability to update the configuration and the
software. Checks for newer configuration files and software versions are routinely
automatically performed. Manual checks can also be performed.
To make sure the feature functions correctly:
1. Verify that the provisioning server is running and that the configuration and firmware
files are located in the correct location on it.
2. Connect the phone to the IP network and then to power.
3. On the DHCP server, configure DHCP Option 160 with the URL to the provisioning
server where the configuration and firmware files are located.
By default, the IP phone uses Option 160 which has highest priority.
If absent, the IP phone uses Options 66/67 for TFTP.
The following syntax is available for DHCP option 160:
•<protocol>://<server IP address or host name>/<firmware file
name>;<configuration file name>
•<protocol>://<server IP address or host name>
•<protocol>://<server IP address or host name>/<firmware file name>
•<protocol>://<server IP address or host name>/;<configuration file name>
Where <protocol> can be "ftp", "tftp", "http" or "https"
4. During DHCP negotiation, the phone requests DHCP options 66/67/160 to receive
provisioning information. The DHCP server responds with Option 160 providing the
provisioning URL, or Options 66 and 67 providing the TFTP IP address and firmware
file name respectively.
Version 2.0.9 17 400HD Series IP Phone with Microsoft Lync

400HD Series IP Phone with Microsoft Lync
5. The phone then checks whether new firmware is available by checking the firmware
file header. If the version is different from the one currently running on it, the phone
downloads the complete image and burns it to its flash memory.
6. If new firmware is unavailable, the phone checks whether a new configuration file is
available on the server. If available, the phone downloads it and updates the phone’s
configuration after verifying that the configuration file is related to the phone model.
When a configuration update is needed, the phone might reboot.
Notes:
Only img (firmware) and cfg (configuration) files can be used.
In the DHCP Discover message, the phone publishes its model name in Option
fields 60 and 77 (e.g., 420HD). To provide different provisioning information to
different models, set up a policy in the DHCP server according to phone model
name.
If the phone is powered off during provisioning, it becomes unusable; perform a
recovery process (see Section 5 on page 101).
Administrator's Manual 18 Document #: LTRT-09935

Administrator's Manual 2. Automatic Mass Provisioning of IP Phones using DHCP
2.2 Creating a Configuration File for Auto Provisioning
Most phones deployed in an enterprise typically require identical configuration settings.
Best practice for creating a configuration file for auto provisioning is to:
1. Without signing in, use the Web interface to save a single phone’s default
configuration (factory settings) as a .cfg file.
2. Configure that single phone to perform according to your specific performance
requirements in the enterprise.
3. Save the phone’s newly configured settings as a .cfg file.
4. Create a configuration .cfg file containing only the delta between the default .cfg and
the newly configured enterprise-specific .cfg file.
5. Load this delta .cfg file to another phone, sign in, and test that phone’s performance to
see if it matches requirements.
6. Use this delta configuration .cfg file to automatically provision all IP phones through
DHCP.
2.2.1 Saving a Single Phone’s Default Configuration as a .cfg File
To save a single phone’s default configuration as a .cfg file:
1. Get the phone's IP address (MENU key > Status >Network Status > IP Address)
and point your Web browser to it; the phone's Web interface login page opens.
2. Enter the login credentials (default user name is admin; get Windows credentials from
IT); the Home page of the Web interface is displayed.
3. Open the Configuration File page (Management tab > Manual Update menu >
Configuration File).
Figure 2-3: Web Interface - Configuration File
4. Click the Save Current Configuration File button and save the .cfg file in a folder on
your PC.
Version 2.0.9 19 400HD Series IP Phone with Microsoft Lync

400HD Series IP Phone with Microsoft Lync
2.2.2 Configuring the Phone According to Requirements
You must configure a single phone according to your specific requirements in the
enterprise.
To configure the phone according to your specific requirements in the
enterprise:

Use Section 3as reference.
2.2.3 Save the Phone’s Newly Configured Settings as a .cfg File
After configuring a single phone according to your specific requirements, save the newly
configured settings as a .cfg file.
To save the newly configured settings as a .cfg file:
1. In the Web interface, open the Configuration File page (Management tab > Manual
Update menu > Configuration File) (see Figure 2-3).
2. Click the Save Current Configuration File button and save the .cfg file in a folder on
your PC.
2.2.4 Creating a Delta Configuration .cfg File
Create a configuration .cfg file containing only the delta between the default .cfg and the
newly configured enterprise-specific .cfg file.
To create a configuration .cfg file of the delta:
1. In the Web interface, open the Configuration File page (Management tab > Manual
Update menu > Configuration File) (see Figure 2-3).
2. Select the Display modified configuration fields only option; only those default
parameters you modified are displayed.
3. Click the Save Current Configuration File button and save the .cfg file in a folder on
your PC.
2.2.5 Loading the Delta .cfg File to Another Phone, Signing In, Testing
You must load the delta .cfg file you created in the previous section to another phone, sign
in, and test that phone’s performance to see if it matches requirements.
2.2.5.1 Loading the Delta .cfg File to Another Phone
To load the delta .cfg file to another phone:
1. Get the phone's IP address (MENU key > Status >Network Status > IP Address)
and point your Web browser to it; the phone's Web interface login page opens.
2. Enter the login credentials (default user name is admin; get Windows credentials from
IT); the Home page of the Web interface is displayed.
3. Open the Configuration File page (Management tab > Manual Update menu >
Configuration File) and click the Loading new Configuration File button.; the
following screen opens:
Administrator's Manual 20 Document #: LTRT-09935