Cisco UNIFIED COMMUNICATIONS UC320W User manual

78-19630-01 1
Cisco Unified Communications
UC320W Pre-Installation Site
Information
Use this workbook to gather information from your customer before you install the Cisco Unified
Communications UC320W at the site. You can save time by referring to this workbook when you set up
the system.
Contents
Formats Used in this Workbook 2
Site Information 2
Network Setup 3
LAN Settings 6
Telephony Settings 9
Ports and Trunks 10
System Features 13
Users and Phone Assignments 15
Buttons 16
Call Routing 18
User Features 26
MAC Address and Serial Number Inventory (optional) 29

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Pre-Installation Workbook
Formats Used in this Workbook
For Your Information: The following formats are used:
•Bold type indicates a list of options. Circle one option.
•System default settings are shown in parentheses or are indicated by the symbol .
If you are using the system default settings, the configuration process will go very quickly.
Site Information
NOTE This section is provided for your convenience and is not required by the system.
Company Contacts
Installation Information
Address:
City, State ZIP:
Installation Schedule Date:
Site Survey Date and Method
Survey Date: By (your name):
Survey Method: Circle one. On Site By Phone
Contact - Commercial Contact - IT Responsible
Name: Name:
Job Title: Job Title:
Phone: Phone:
Email: Email:
Alt. Contact Phone: Alt. Contact Phone:

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Pre-Installation Workbook
Service Provider Information
DHCP Server Information
Will the site use the UC320W as the DHCP server (default setting), or another device?
Circle one. Using UC320W as the DHCP server Using another device as the DHCP server
IMPORTANT: If another device acts as the DHCP server, special steps are needed to disable the DHCP server in the UC320W
before adding it to the network. These steps are required to prevent address conflicts and to avoid network problems. (For
documentation, see www.cisco.com/go/uc300.)
Network Setup
System Access
New Administrator Username for UC320W: (Neither cisco nor admin is allowed.)
New Password for UC320W: (Include lowercase and uppercase letters and numbers. Neither
cisco nor admin is allowed.)
Enable remote management (WAN access)? Circle one. Yes No
Enable wireless management from PC connected to wireless network? Circle one. Yes No
Cloud (WAN Connection)
Estimated Uplink Bandwidth: Circle one. 128k 256k 384k 512k 768k 1M 2M 4M
In the table on the following pages, find the correct WAN Type (IP addressing type) in the first column. Provide the required
information for the selected type. Provide any optional information that is available from the customer’s Internet Service Provider.
Internet Service Provider PSTN Service Provider
(Analog Trunks)
SIP/BRI Service Provider
(Voice over IP Service)
SP Name
SP Contact
Information
Service Order Number
Service Order Type
Service Activation
Date
Account Number

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Pre-Installation Workbook
NOTE If you are adding UC320W to a Windows Small Business Server environment, choose DHCP for the WAN type.
WAN
Type
Circle
one:
Required information for selected type
Enter all required information.
Optional information
Enter if available.
DHCP(No required information.) Domain Name:
Static IP IP Address:
Subnet Mask:
Default Gateway:
Primary DNS:
Secondary DNS:
Domain Name:
PPPoE
(DSL)
Username:
Password:
Connection: Circle one.
Keep AliveConnect on Demand
For Connect on Demand, enter Max Idle Time:
minutes
Service Name:
Domain Name:
PPTP
DHCP
or
L2TP
DHCP
Username:
Password:
Server IP:
Connection: Circle one.
Keep AliveConnect on Demand
For Connect on Demand, enter Max Idle Time:
minutes
Domain Name:

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Pre-Installation Workbook
Devices
Optionally, note the model numbers and the quantity of devices that you intend to install. (These notes are not required. The system
will automatically discover the connected devices. You can list the phones for each user in Users and Phone Assignments,
page 15.)
Quantities to order:
SPA Phone Models and Quantities:
SPA 8800 Gateways (note quantity):
PPTP
Static
or
L2TP
Static
Username:
Password:
IP Address:
Subnet Mask:
Default Gateway:
Primary DNS:
Server IP:
Connection: Circle one.
Keep AliveConnect on Demand
For Connect on Demand, enter Max Idle Time:
minutes
Secondary DNS:
Domain Name:
WAN
Type
Circle
one:
Required information for selected type
Enter all required information.
Optional information
Enter if available.

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Pre-Installation Workbook
LAN Settings
LAN
Data VLAN: Circle one.
Use System Default Settings Use Custom Settings Use Another DHCP Server for Data VLAN
If Custom, enter the following required settings:
IP Address: (Default: 192.168.10.1)
Subnet Mask: 255.255.255. (Default: 255.255.255.0)
Default Gateway: (Default: 192.168.10.1)
DHCP Address Range:
Starting IP Address: x.x.x. (Default: x.x.x.11)
Ending IP Address: x.x.x. (Default: x.x.x.254)
Voice VLAN: Circle one. Use System Default Settings Use Custom Settings
If Custom, enter the following required settings:
IP Address: (Default: 10.1.1.1)
Subnet Mask: 255.255.255. (Default: 255.255.255.0)
Default Gateway: (Default : 10.1.1.1)
DHCP Address Range:
Starting IP Address: x.x.x. (Default: x.x.x.11)
Ending IP Address: x.x.x. (Default: x.x.x.254)
NOTE The Voice VLAN ID is 100. If you are including an Ethernet switch in this installation, configure this Voice VLAN for all voice
ports on the switch.

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Pre-Installation Workbook
Wireless Network
Wireless VLAN
Enter the settings for the
wireless Data and
wireless Voice VLANs.
Network Name (SSID)
If enabling this VLAN, enter
information for each bulleted
item below.
Security Strength
Circle one.
Security Key or PassPhrase
Enter a valid key. Requirements
are noted.
Data:
Enable Wireless?
VLAN? Circle one:
Yes No
•SSID:
(1-31 characters)
•Broadcast SSID?
Yes
No
Higher security (WPA2)
Compatibility with older
devices (WEP)
None (not recommended)
Key:
WEP: Requires 10 or 26 hex
digits (a-f, 0-9)
WPA2-Personal: Requires 8 to
63 characters (Use a strong
password with at least 8
characters.)
Voice:
Enable Wireless
VLAN? Circle one:
Yes No
•SSID:
(1-31 characters)
•Broadcast SSID?
Yes
No
Higher security (WPA2)
Compatibility with older
devices (WEP))
None (not recommended)
WEP: Requires 10 or 26 hex
digits (a-f, 0-9). If both Data and
Voice use WEP, key must be the
same.
WPA2-Personal: Requires 8 to
63 characters (Use a strong
password with at least 8
characters.)

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Pre-Installation Workbook
Port Forwarding
If you need to allow Internet access to hosted services (such as FTP server or web server) on this network, enter the information
below. For details such as External Port #, Internal Port #, and Protocol, refer to the documentation for the Internet application that
you are hosting. The system allows you to add up to 25 port forwarding entries. If needed, copy this page if needed.
Application Name External Port # Internal Port # Protocol
T C P, U D P, o r
TCP+UDP
Target IP Address (of
hosted server)

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Pre-Installation Workbook
Telephony Settings
System Settings
System Mode:
For Your Information: The following system modes are available:
-Key System: Users can directly access analog phone lines through line buttons on the phone. All users can monitor all
calls on all lines. If a call is placed on hold by one user, it can be resumed by any other user. When a user presses a line
button, the line is immediately seized for an outbound call; no access code is required (no need to dial 9, for example).
SIP/BRI trunks cannot be configured.
-PBX: Users have no direct access to phone lines; external calls require an access code such as 9. There are no shared
FXO (analog) lines (as described for Key System). Both FXO (analog) trunks and SIP/BRI trunks can be used.
-Blend: The system functions as a PBX system, as described above, but allows shared FXO (analog) lines, as in a Key
System. Outbound calls require a steering digit except when a shared FXO line (analog phone line) is selected by
pressing a line button on a phone. FXO (analog) lines and SIP/BRI Trunks may be used.
Choose one: Key System Blend PBX
Call Scheduling:
•Auto Attendant: Choose one. Turn OnTurn Off
Choose one. Single AA menu for all hours Different menus when office is open/closed (day/night)
•Call Routing:
Choose one. Same behavior for all hours Allow different options for open/closed hours (day/night)
•Schedule: If you chose the open/closed (day/night) option for any of the above features, indicate the schedule below.
Choose one. Manually trigger open/closed (day/night) behavior through Force Night button on phone 
Use automated schedule (specify below)
Operating Hours
Note the operating hours for each day of the week.
(Example: Mon.-Fri.: 8-12, 1-6. Sat.: 11-5.
Sun.: Closed.)
Holiday Date
Enter dates when
business is closed.
Holiday Description
Enter a short description.
Also note if the holiday occurs
yearly on the same date.

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Pre-Installation Workbook
Regional Settings
You can use default regional settings or customized settings. If custom, enter the desired option in the space provided.
Region: Circle one. Australia Canada Hong Kong New Zealand United Kingdom United States
Dial Plan options for Canada and the United States: Circle one. North American-10-DigitNorth American-7-Digit
Time Zone:
Use Daylight Savings Time? Circle one. Yes No
Ports and Trunks
FXO Ports for Analog Phone Lines
The total number of FXO ports to enable on UC320W and any SPA8800 telephony gateways: (Default: all disabled)
NOTE The UC320W has 4 FXO ports to connect analog phone lines. You can connect up to two SPA8800 telephony gateways,
which have 4 FXO ports each.
Descriptive labels. In the space below, provide a description or phone number to identify each FXO (analog) trunk.
FXS Ports for Analog Devices
Enable the built-in FXS port on the Unified Communications System? Circle one: Ye s No
Total number of FXS ports to enable on UC320W and any SPA8800 telephony gateways: (Default: all disabled)
NOTE The UC320W has 1 FXS port where you can connect an analog phone or fax machine. For additional FXS ports, you can
connect up to two SPA8800 telephony gateways, which have 4 FXS ports each.

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Pre-Installation Workbook
SIP/BRI Trunks
Systemwide SIP parameters:
•System Codec Circle one. G711A/G711U G729A
•Outbound Fax Circle one. Passthrough T-38
You can have a total of 4 SIP/BRI trunks. Enter the information in SIP Provider Information, page 11 or the Mediatrix Gateway
Information, page 12.
SIP Provider Information
If you have SIP trunks, enter the required information and additional information from your SIP provider. (Your provider may have
additional requirements beyond the minimum requirements specified below.) Space is provided below for one provider. Copy this
page if you need to enter additional providers. You can configure up to four SIP/BRI trunks.
Phone Numbers (Required)
Use the space below to enter individual phone numbers or ranges of numbers (example: 972555-0100 to 972555-0105).
Description for your reference (Required):
Proxy IP Address or hostname (Required):
Call Capacity (Required): (Default: 1)
Use 1+ Dialing: Choose one. Ye s No
Your Customer’s Company Name for Caller ID:
DID for Account ID (Required): (specified by your service provider)
SIP Domain Name for Domain Name Service:
Authentication ID for Digest Authentication:
Password for Digest Authentication:
Enable SRV Record Lookup? Choose one. Yes No
Enable SRV Auto Prefix? Choose one. Yes No

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Pre-Installation Workbook
Mediatrix Gateway Information
If you have Mediatrix gateways, enter all information below. You can have up to two Mediatrix BRI Gateways. You can have a total of
4 SIP/BRI trunks.
Gateway 1
Phone Numbers (Required)
Use the space below to enter individual phone numbers or ranges of numbers. Do not use dashes or periods (example:
9725550100 to 9725550105).
Description for your reference (Required):
Mediatrix IP Address (Required):
Call Capacity (Required): (Default: 1)
Use 1+ Dialing:
Gateway 2
Phone Numbers (Required)
Use the space below to enter individual phone numbers or ranges of numbers. Do not use dashes or periods (example:
9725550100 to 9725550105).
Description for your reference (Required):
Mediatrix IP Address (Required):
Call Capacity (Required): (Default: 1)
Use 1+ Dialing:

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Pre-Installation Workbook
System Features
Internal Dialing
Extension Length: Circle one. 2 digits 3 digits4 digits
System Extensions:
Meaning of First Dialed Digit: Refer to the information below, and then enter the options for each digit in the table.
For your information: Options for First Dialed Digit
-Dial Immediately: The digit is used as a one-digit extension number. For example, in the default settings, a user can
press 0 to immediately dial the Auto Attendant.
-Extensions: The digit is used as the first digit of an extension number. You may want to use different extension numbers
for different types of extensions. For example, in the default settings, 1 is the first digit in personal extensions (100, 100,
101...) and 2 is the first digit in shared extensions.
-Voicemail Prefix: The digit is used as a prefix to dial into voice mail. For example, in the default settings, you press 7101
to connect to the voicemail box for mailbox 101.
-Outside Line: The digit is used to place an outbound call. For each digit with this function, you will specify the FXO
(analog) line or SIP/BRI service to use. For example, in the default settings, you press 9 to get an outside line, and then
you dial the phone number.
-Not Allowed: This digit cannot be used as the first digit when dialing.
System Feature Extension Number
Keep the default # or enter a # in the space.
Auto Attendant Use Default (0) or Use this #:
Auto Attendant Prompt Recorder Use Default or Use this #:
Voicemail Pilot Use Default or Use this #:
External Page (if an external speaker
system is connected)
Use Default or Use this #:
Music Use Default or Use this #:
Digit Purpose
Circle the default setting, or enter a different option (see notes above this table).
For all digits marked “Outside Line,” note the trunk to use for outbound calls.
0Use Default (Dial Immediately)
or Use this option:
1Use Default (Extensions)
or Use this option:
2Use Default (Extensions)
or Use this option:

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Pre-Installation Workbook
Music Settings
Music source: Circle one. Use built-in music sourceUse an external music device
Enable music for calls on hold? Circle one. YesNo
Enable music for parked calls? Circle one. YesNo
Extension: Choose one. Use Default or Use this #:
3Use Default (Extensions)
or Use this option:
4Use Default (Not Allowed)
or Use this option:
5Use Default (Not Allowed)
or Use this option:
6Use Default (Not Allowed)
or Use this option:
7Use Default (Voice Mail Prefix)
or Use this option:
8Use Default (Not Allowed) Enter trunk: (Required)
or Use this option:
If outside line, enter trunks for outbound calling:
9Use Default (Outside Line) Enter trunk: (Required)
or Use this option:
If outside line, enter trunks for outbound calling:
Digit Purpose
Circle the default setting, or enter a different option (see notes above this table).
For all digits marked “Outside Line,” note the trunk to use for outbound calls.

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Pre-Installation Workbook
Users and Phone Assignments
Enter the user information. Include FXS and unstaffed phones, such as Lobby Phone. Copy this page if you need to enter additional
users. Note: The system allows you to paste a text file or to import a CSV file. To prepare a CSV file, include these four comma-
separated values for each user: first name, last name, extension number (optional), and voicemail (true or false).
Name
For an unstaffed phone, enter a
description, such as Lobby.
Extension
Use the default
extension number or
enter a number.
Voicemail and Email Options
Enable or disable voicemail.
Optionally, specify an email
address for notifications.
Phone Model
Enter the user’s phone and side
car requirements.
First Name:
Last Name (surname):
Use Default
or enter #:
Enable voicemail?
Yes No
Email address (optional):
Model:
Side car? Yes No
First Name:
Last Name (surname):
Use Default
or enter #:
Enable voicemail?
Yes No
Email address (optional):
Model:
Side car? Yes No
First Name:
Last Name (surname):
Use Default
or enter #:
Enable voicemail?
Yes No
Email address (optional):
Model:
Side car? Yes No
First Name:
Last Name (surname):
Use Default
or enter #:
Enable voicemail?
Yes No
Email address (optional):
Model:
Side car? Yes No
First Name:
Last Name (surname):
Use Default
or enter #:
Enable voicemail?
Yes No
Email address (optional):
Model:
Side car? Yes No

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Pre-Installation Workbook
Buttons
Shared FXO (Analog) Lines
You can create a shared line to reserve an FXO (analog) line for one user or a group of users. The number of possible shared lines
depends on the total number of enabled FXO ports on the UC320W and SPA8800 gateways. Copy this page if you need to enter
additional shared lines. Note: This feature is not applicable when PBX Mode is selected in System Settings.
Shared Line Label and
FXO (Analog) Line
Enter a name for the shared line.
Identify the FXO line by entering
the short description or the
phone #.
Voicemail and Email Options
Enable or disable voicemail.
Optionally, specify an email
address for notifications.
Allow general use
for outbound calls?
(Select No to allow
outbound calls by
Members only.)
Members
List the users who will share this line.
Label:
FXO Line to use:
Enable voicemail?
Yes No
Email address (optional):
Yes No 
Label:
FXO Line to use:
Enable voicemail?
Yes No
Email address for notifications
(optional):
Yes No 
Label:
FXO Line to use:
Enable voicemail?
Yes No
Email address for notifications
(optional):
Yes No 
Label:
FXO Line to use:
Enable voicemail?
Yes No
Email address for notifications
(optional):
Yes No 

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Pre-Installation Workbook
Additional Extensions and Shared Extensions
Create additional extension for a single user or a shared extension for a group of users. Copy this page if you need to record more
information.
User or Group Name and
Settings
Enter a name and settings.
Extension
Use the default
extension number or
enter a number.
Optionally add buttons
to support more calls.
Voicemail and Email Options
Enable or disable voicemail.
Optionally, specify an email
address for notifications.
Members
List a single user or a group of users
who will share this extension.
Label:
Extension:
Use Default
or enter #:
Use Default
or enter #:
# phone buttons:
1234
Enable voicemail?
Yes No
Email address (optional):
Label:
Extension:
Use Default
or enter #:
Use Default
or enter #:
# phone buttons:
1234
Enable voicemail?
Yes No
Email address (optional):
Label:
Extension:
Use Default
or enter #:
Use Default
or enter #:
# phone buttons:
1234
Enable voicemail?
Yes No
Email address (optional):

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Pre-Installation Workbook
Call Routing
Call Paging
External paging: If you plan to connect an external speaker system, choose one:
Use Default Extension or Use this #:
Paging Groups: You can set up 5 paging groups for paging through phone speakers.
Paging Group Label
Enter a name for the group.
Extension
Use an automatically assigned
number or enter an extension
number for each group.
Members
List the users to include in each group.
Use Default
or enter #:
Use Default
or enter #:
Use Default
or enter #:
Use Default
or enter #:
Use Default
or enter #:
Use Default
or enter #:
Use Default
or enter #:

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Pre-Installation Workbook
Hunt Groups
A hunt group is used to route calls to a group of users simultaneously or sequentially. Copy this page if you need to enter additional
hunt groups.
Hunt Group Label and
Settings
Enter a name for the hunt group.
Extension
Use the default extension
number or enter a number.
Optionally add buttons to
support more calls.
Voicemail and Email Options
Enable or disable voicemail.
Optionally, specify an email
address for notifications.
Members
List the users. (Show order if
Sequential.)
•Label:
•Order:
Simultaneous Random
Sequential from start
Sequential from last
answered
•Ring Duration: seconds
(# of sec. to ring each phone)
•Number of Attempts:
(# of phones to ring)
Use Default
or enter #:
Enable voicemail?
Yes No
Email address (optional):
•Label:
•Order:
Simultaneous Random
Sequential from start
Sequential from last
answered
•Ring Duration: seconds
(# of sec. to ring each phone)
•Number of Attempts:
(# of phones to ring)
Use Default
or enter #:
Enable voicemail?
Yes No
Email address (optional):
•Label:
•Order:
Simultaneous Random
Sequential from start
Sequential from last
answered
•Ring Duration: seconds
(# of sec. to ring each phone)
•Number of Attempts:
(# of phones to ring)
Use Default
or enter #:
Enable voicemail?
Yes No
Email address (optional):

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Pre-Installation Workbook
Auto Attendant Menu
Depending on the System Settings (see System Settings, page 9), you can set up a single menu or two menus (Day and Night).
Also set up the menu options. If needed, you can customize the prompts.
Single Menu or Day Menu
Initial Menu Prompt: Circle one. Use default (“If you know your party’s extension, you may dial it now.”
Use a custom prompt (See AA Prompts, page 22.)
Direct Extension Dial: Allow user to input an extension number? Circle one. Ye s No
Note: If you allow this option, your menu options can include only the numbers that are not reserved for other purposes (see Internal
Dialing, page 13.)
Seconds Until Timeout: (Default: 20)
Note: Also see the instructions below for Menu Options.
Optional Night Menu
Initial Menu Prompt: Circle one. Use default (“If you know your party’s extension, you may dial it now.”
Use a custom prompt (See AA Prompts, page 22.)
Direct Extension Dial: Allow user to input an extension number? Circle one. Ye s No
Note: If you allow this option, your menu options can include only the numbers that are not reserved for other purposes (see Internal
Dialing, page 13.)
Seconds Until Timeout: (Default: 20)
Note: Also see the instructions below for Menu Options.
Menu Options
Use the following page to set up the menu options. Copy the page as needed for additional menus (Day, Night, and sub-menus).
Refer to the following descriptions of the possible actions for each menu option.
For your information: Actions for AA Menu Options
-Transfer Call: The AA transfers the call to the number that you configure. In your notes, include the target user or group.
-End Call: The AA ends the call.
-Play Prompt, Then: The AA plays a recording and then takes the action you specify. Useful if you want to allow access
to recorded messages such as location and hours. In your notes, include a short description of the prompt, and specify
the action (Return to Menu, Transfer Call, or End Call).
-Submenu: Creates another menu with the same settings and options described here. Useful if you want to transfer
callers to a department, such as Appointments, with its own menu options such as Schedule Appointment with
Dr. Jones and Schedule Appointment with Dr. Smith.