SpectraLink PIVOT 87-series Instruction Manual

721-0011-000 Rev G
August 2015
Spectralink 87-Series Wireless Telephone
Administration Guide
Configuration Management System
Release 1.5.x and before

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Copyright Notice
© 2014-2015 Spectralink Corporation All rights reserved. SpectralinkTM, the Spectralink logo and the
names and marks associated with Spectralink’s products are trademarks and/or service marks of
Spectralink Corporation and are common law marks in the United States and various other countries. All
other trademarks are property of their respective owners. No portion hereof may be reproduced or
transmitted in any form or by any means, for any purpose other than the recipient’s personal use, without
the express written permission of Spectralink.
All rights reserved under the International and pan-American Copyright Conventions. No part of this
manual, or the software described herein, may be reproduced or transmitted in any form or by any
means, or translated into another language or format, in whole or in part, without the express written
permission of Spectralink Corporation.
Do not remove (or allow any third party to remove) any product identification, copyright or other notices.
Notice
Spectralink Corporation has prepared this document for use by Spectralink personnel and customers.
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.
Spectralink reserves the right to make changes in specifications and other information contained in this
document without prior notice, and the reader should in all cases consult Spectralink to determine
whether any such changes have been made.
NO REPRESENTATION OR OTHER AFFIRMATION OF FACT CONTAINED IN THIS DOCUMENT
INCLUDING BUT NOT LIMITED TO STATEMENTS REGARDING CAPACITY, RESPONSE-TIME
PERFORMANCE, SUITABILITY FOR USE, OR PERFORMANCE OF PRODUCTS DESCRIBED
HEREIN SHALL BE DEEMED TO BE A WARRANTY BY SPECTRALINK FOR ANY PURPOSE, OR
GIVE RISE TO ANY LIABILITY OF SPECTRALINK WHATSOEVER.
Warranty
The Product Warranty and Software License and Warranty and other support documents are available at
http://support.spectralink.com.
Contact Information
US Location European Location
800-775-5330 [phone]
Spectralink Corporation Spectralink Europe ApS
2560 55th Street Langmarksvej 34
Boulder, CO 80301 8700 Horsens, Denmark
[e-mail] [e-mail]

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Contents
About This Guide............................................................... 7
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............................................ 13
Chapter 1: Getting Started with CMS...................................... 14
How Secure is CMS?.......................................................................................................14
Setting HTTPS............................................................................................................14
CMS Server Requirements..............................................................................................14
Minimum requirements................................................................................................14
Capacity guidelines.....................................................................................................15
Usage Notes and Tips .....................................................................................................15
Navigation...................................................................................................................15
Saving your settings....................................................................................................15
Changing from manual to CMS administration............................................................16
Resolving phone admin menu conflicts.......................................................................16
Admin tips...................................................................................................................19
CMS/Handset Interaction.................................................................................................21
Active handsets...........................................................................................................22
Inactive handsets........................................................................................................22
Chapter 2: Installing the CMS............................................... 24
CMS Infrastructure Installation Instructions..................................................................24
Installing the CMS License..............................................................................................26
Logging into CMS............................................................................................................27
Updating to the latest version of CMS............................................................................27
What is the CMS Certificate? ..........................................................................................28
Logging into CMS............................................................................................................29
Installing the CMS License..............................................................................................29

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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 ............................................. 35
Certificates.......................................................................................................................35
Wireless Profiles..............................................................................................................37
Over the Air Provisioning................................................................................................38
Chapter 5: Device Management ............................................ 40
Device List........................................................................................................................40
Column headings........................................................................................................41
Filter............................................................................................................................41
MAC address column: Change device ........................................................................41
Device List: Select device to change...........................................................................42
Device Group ...................................................................................................................43
Configuring Groups.....................................................................................................45
Configure Device(s).........................................................................................................46
Enterprise/Group/Device tabs .....................................................................................47
Config Manager...........................................................................................................48
Device Security...........................................................................................................49
Emergency Contacts...................................................................................................50
General Settings .........................................................................................................51
LDAP ..........................................................................................................................52
Over the Air Updates...................................................................................................53
PTT.............................................................................................................................54
Quick Barcode Connect ..............................................................................................55
SAFE and Panic Button...............................................................................................56
SIP Service.................................................................................................................57
Syslog.........................................................................................................................60
Web API......................................................................................................................60
Web Applications ........................................................................................................62
Wireless / Networking..................................................................................................63
Quick RMA Replacement.................................................................................................63

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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
Add user .....................................................................................................................68
Edit / View user...........................................................................................................69
Delete a User..............................................................................................................71
Authenticating CMS users with LDAP .........................................................................71
Server Settings ................................................................................................................72
Active Directory Settings.............................................................................................72
General Settings .........................................................................................................73
Self Signed Public Key................................................................................................74
Update this software (CMS software)..........................................................................74
License for this software..............................................................................................75
Import / Export CMS data............................................................................................75
Chapter 8: Updating the Handset Software.............................. 76
Updating the Handsets Using CMS ................................................................................76
Upload the handset firmware update to the CMS........................................................76
Chapter 9: How to Use CMS to View Logs ............................... 78
CMS format.................................................................................................................78
Viewing logs in CMS...................................................................................................78
Setting up Your Syslog Filters in CMS...........................................................................79
Using a Filter to Refine Logging Results .......................................................................79
Part III Appendices .......................................... 81
Appendix A: Open Source Information ................................... 82
OFFER for Source for GPL and LGPL Software ............................................................82
Contact Information for Requesting Source Code .......................................................82

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Appendix B: Products Mentioned in this Document .................. 83

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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.
Deployment process
What is CMS?
The primary tool for administering a volume of handsets is the CMS, the Configuration
Management System. It is a GUI program that is opened in a browser and provides an easy and
intuitive way to configure the handsets and manage the deployment of many handsets at once.
This guide covers the administration of the handsets using the CMS as well as information
about managing the CMS. Detailed instructions for phone settings are in Spectralink PIVOT
Configuration Guide.
This Guide is divided into three Parts:
Part I introduces CMS and describes how to install and use it
○Introduction and orientation
○Installing the infrastructure logging in, installing the license
○Using batch configuration
○Enterprise Settings for Certificates, Wireless Profiles and Over the air (OTA)
provisioning
○Device management –configuring and supporting the handsets
○Feature licenses
Part II covers administrative procedures
○Administration of the CMS Users and server settings
○Updating handset code
○Using logs for troubleshooting and understanding handset processes
Part III contains Appendices you may need for reference

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○Open source information
○Product attribution
What is SLIC?
The Spectralink Installation & Configuration (“SLIC”) Platform utilizes a customized version of a
commercially available embedded Linux® Server to simplify the wireless provisioning of your
Spectralink 87-Series handsets. When connected to a PC, the SLIC platform provides a wizard
that walks you through the wireless configuration parameters you need to set in order for the
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.
What is MDM/EMM?
EMM is Enterprise Mobile Management, a term used to describe the management of mobile
devices in a business context. EMM software is an offshoot of MDM or Mobile Device
Management. EMM is the preferred approach as it is specifically designed for enterprise
applications and devices.
MDM/EMM programs are used to manage applications. Applications need to be managed on
PIVOT so that enterprise devices remain secure. The degree of control is a matter of enterprise
policy. See Spectralink 87-Series Applications Installation Guide for complete information.
What is Manual Configuration?
Like any device powered by Android, PIVOT provides menus for configuring options that
provide functionality and features. Two types of menus are available, the familiar user-level
menus used by all smart phones and administrator menus that are behind a password. Manual
configuration refers to using these phone menus to set up each phone individually.
Practically any deployment will require some manual adjustments so this step is included to put
the final polish on your deployment. See PIVOT by Spectralink Configuration Guide for
complete information.
Product Support
Spectralink wants you to have a successful installation. If you have questions please contact the
Customer Support Hotline at 1-800-775-5330.
The hotline is open Monday through Friday, 6 a.m. to 6 p.m. Mountain time.
For Technical Support: mailto:[e-mail]
For Knowledge Base: http://support.spectralink.com

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For Return Material Authorization: mailto:[e-mail]
Spectralink References
All Spectralink documents are available at http://support.spectralink.com.
To go to a specific product page:
Select the Product Category and Product Type from the dropdown lists and then select the
product from the next page. All resources for that particular product are displayed by default
under the All tab. Documents, downloads and other resources are sorted by the date they were
created so the most recently created resource is at the top of the list. You can further sort the
list by the tabs across the top of the list to find exactly what you are looking for. Click the title to
open the link. PIVOT documents are available at http://support.spectralink.com/pivot.
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.
Spectralink 87-Series Wireless Telephone Deployment Guide The Deployment Guide provides
sequential information for provisioning and deploying the handsets. It covers deployment using
the SLIC tool and CMS as well as manual deployment.

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Spectralink PIVOT Configuration Guide The PIVOT Configuration Guide provides detailed
information about PIVOT menu items that have been developed specifically for the PIVOT
handset.
Spectralink 87-Series Wi-Fi Security Implementation Guide Wi-Fi security prevents
unauthorized over-the-air access to network components and the sensitive data that resides
there. This Guide discusses the various method and explains how to implement each of them.
Spectralink 87-Series Wireless Telephone Application Installation Guide The Applications Guide
provides detailed information about deploying any type of application, using an app store or
MDM and manual processes for loading applications on the Spectralink 87-Series handset.
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.
Warning
The Warning icon highlights an action you must perform (or avoid) to avoid
exposing yourself or others to hazardous conditions.
Caution
The Caution icon highlights information you need to know to avoid a hazard that
could potentially impact device performance, application functionality, successful
feature configuration and/or affect handset or network performance.
Spectralink recommends
A recommendation from the experts at Spectralink.
Note
The Note icon highlights information of interest or important information that will
help you be successful in accomplishing a procedure or understanding a concept.

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Tip
The Tip icon highlights information that may be valuable or helpful for users to
know, such as special techniques, shortcut methods, or information that will make
user tasks easier to perform.
Web
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.
Admin Tip
This tip advises the administrator of a smarter, more productive or alternative
method of performing an administrator-level task or procedure.
Power User
A Power User Tip is typically reserved for information directed specifically at high-
level users who are familiar with the information or procedure being discussed and
are looking for better or more efficient ways of performing the task. For example,
this might highlight customization of a feature for a specific purpose.
Troubleshooting
This element can be used in any type of document and is typically used to highlight
information to help you solve a relevant problem you may encounter, or to point to
other relevant troubleshooting reference information.
Settings
The Settings icon highlights information to help you zero in on settings you need to
choose for a specific behavior, to enable a specific feature, or access customization
options.
Typography
A few typographic conventions, listed next, are used in this guide to distinguish types of in-text
information.

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Convention
Description
Bold
Highlights interface items such as menus, soft keys, file names, and
directories. Also used to represent menu selections and text entry to the
handset.
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.
Bright orange text
Used for cross references to other sections within this document. If you
click on text in this style, you will be taken to another part of this
document.
Fixed-width-font
Used for code fragments and parameter names.
This guide also uses a few writing conventions to distinguish conditional information.
Convention
Description
<MACaddress>
Indicates that you must enter information specific to your installation,
handset, or network. For example, when you see <MACaddress>, enter
your handset’s 12-digit MAC address. If you see <installed-directory>,
enter the path to your installation directory.
>
Indicates that you need to select an item from a menu. For example,
Settings> Basic indicates that you need to select Basic from the
Settings menu.

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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. You can expect new releases of CMS whenever
options in the handset code change. Releases are synchronized quarterly.
The first three handset software versions (1.0, 1.1, 1.2) were based on the Android
“Jelly Bean” code. When the Android platform upgraded to “KitKat®” the PIVOT
handsets were also upgraded by Spectralink in 1.3 release. Later releases also use
the KitKat platform. The parallel CMS version is 1.3.x. Further releases of handset
code result in updates to CMS code when there are changes to the options in the
handset menus.
Always use the parallel or most recent CMS code with PIVOT handsets. CMS is
designed to be backwards compatible with earlier handset code versions so you do
not need to use a downrev version of CMS.
Settings: Is CMS necessary?
The question will arise if CMS is strictly necessary for configuring and managing
the handsets. The short answer is “No, not if you are deploying only a few phones.”
The handsets’Settings app includes an Admin menu behind a password. This
menu can be used to manually set parameters and view handset usage data. This
document covers nearly all the settings you will find in the Admin menu. For
specific information about configuring the handsets manually see Spectralink
87-Series Wireless Telephone Deployment Guide.
The longer answer is “Yes; if you are deploying many handsets, have complex
settings such as security certificates, phone groups, etc., or if the handsets cannot
be easily retrieved for user support functions.” The CMS is a boon to Wi-Fi and IT
administrators as it can keep track of and manage any number of handsets
remotely.
Settings: Not using CMS?
If you are not deploying a CMS, please refer to Spectralink 87-Series Wireless
Telephone Deployment Guide for the sequence of steps to take when manually
configuring the handsets.

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Chapter 1: Getting Started with CMS
How Secure is CMS?
CMS transfers configuration information to the handsets over the air which could expose the
data to unauthorized parties. CMS uses both HTTP and HTTPS protocols. If your facility uses
the HTTPS protocol, you can take advantage of the mutual authentication feature built into
CMS.
Mutual authentication is implemented by generating a public key on the CMS and loading it into
the handset using SLIC. This is the “server key” that ensures the handset recognizes the CMS
as genuine. The handset contains a device certificate that is loaded during manufacturing. The
CMS can recognize this key and therefore knows that the handset is genuine. Once this
authentication handshake is complete, the handset and the CMS exchange information over a
secure connection. For a comprehensive explanation of Wi-Fi security see Spectralink
87-Series Wi-Fi Security Implementation Guide.
This secure connection is not possible using HTTP.
Setting HTTPS
The following three settings are required when using HTTPS to establish the secure tunnel.
1 Setting https://[IP address] for CMS in the phone
2 Using SLIC to install the CMS key. See Spectralink 87-Series Installation and
Configuration Tool Administration Guide.
3 Encryption for CMS is set at Home> Server Settings> General settings.
CMS Server Requirements
Minimum requirements
VMWare® ESXi™server 5.0 (or later) host machine capable of running 64-bit guest OS
Virtual Machines (VM) (see this knowledge base article on VMWare's site:
http://kb.vmware.com/selfservice/microsites/microsite.do?cmd=displayKC&docTy
pe=kc&externalId=1003945&sliceId=1&docTypeID=DT_KB_1_1)
100GB free on ESXi server datastore
CMS Virtual Machine requires the following resources from the ESXi host server
2 virtual CPU Cores
2GB RAM

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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:
Number managed
# virtual CPUs
RAM
Hard drive
< 50
use the minimum.
50 and 200
2 virtual CPUs,
2GB
25GB
200 and 500
2 virtual CPUs,
2GB
30GB
500 and 1500
2 virtual CPUs,
2GB
40GB
1500 +
4 virtual CPUs,
4GB
60GB
Settings: Not using CMS?
If you are not deploying a CMS, please refer to the Deployment Guide.
Caution: Do not disable Configuration management in the handset Admin
settings when using CMS
If Configuration management is disabled in the handset’s Admin menu then any
changes made in the phone will not be uploaded to CMS. This will result in non-
optimum behavior on the part of either the CMS or the handsets affected.
Usage Notes and Tips
Navigation
CMS navigation follows web browser standards. This document assumes that you are familiar
with browsers and web pages and can find your way around with relative ease. We show the
navigation path for the sequence of clicks that will get you to a page that may be deeper in the
GUI. E.g. navigate to Home> Server Settings> Self Signed Public Key. Clickable text is blue.
Saving your settings
○Save and add another allows you to save the setting you just entered and stay on
this page to add another setting.

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○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.
Changing from manual to CMS administration
Because CMS pushes configurations to the handsets, some, but not all manual settings
configured in the handset menus before you start using CMS for handset administration can be
overwritten by settings configured in CMS. Your best bet is to reset the test phones to factory
defaults and reconfigure from scratch using SLIC and CMS.
Resolving phone admin menu conflicts
Conflicts occur when a CMS administrator(s) and a phone administrator changes settings at the
same time. These are flagged in real time so that they can be resolved before settings are
saved.
Conflicts are indicated by a reverse blue-green color when a setting change is made in the
phone during your active CMS page session. This is an info flag.
Info flag example
If you have made a change in a setting and the same setting is changed on the phone during
your active CMS page session, a reverse orange color will display. This is a warning flag.
Warning flag example
Both the field and the section title will display the flag color so you can easily find the conflict.
Colored flags only appear during real time conflicts.
When a setting is changed on the handset, the field will display the new setting and a note will
appear under the breadcrumbs:
Example of real time conflict with info flag.
In this example, the CMS displays this setting:

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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:
1 Ignore the change. If you click Save, the new setting will be stored on the CMS. The new
setting will be set in the phone. After you click Save the blue/green info flag will be gone
and the field will display the phone’s setting.

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2 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:
3 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.
The setting on the phone will revert to the setting from the CMS:
Example of real time conflict with warning flag
The warning flag indicates that a parameter set by the CMS administrator during the current
session was changed in the phone before the setting was Saved.
Admin changes parameter in CMS (The blue band around the field indicates that the field has
been changed but not saved):
Same setting is changed on the device before Save is clicked:
Use the arrows to select which setting to save.

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Click the left arrow to use the CMS value. Click the right arrow to use the device value. If you
click Clear this configured value, the device level setting will populate the field.
Orange warning flags must be cleared before you can save any changes.
Admin Tip: What if flags appear at initial configuration?
If SLIC is not used for initial phone deployment and phones are pointed to the
CMS, info messages may appear under the Config Manager section of the device's
configuration page the first time settings are sent to the new device. These settings
can be safely acknowledged and ignored.
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” about the manual settings and will push its settings to the handsets,
overwriting those you manually configured.
Usually this is not a problem for test environments or small installations but it is
something you need to be aware of when changing administration procedures from
manual configuration to CMS configuration.
Your best bet is to restore the handsets to default settings and use CMS to
configure everything.
Admin Tip: Which ports are used by CMS and the handsets?
The CMS and handsets use standard HTTP(S) ports when exchanging
configuration information.
If using HTTP: CMSphone is on port 80. PhoneCMS is also on port 80.
If using HTTPS: CMSphone is on port 443. PhoneCMS is also on port 443.
Caution: Special character limitations
Sometimes passwords and other text uses special characters that can be
problematic in certain software applications. In the SLIC program, the double
backslash (two backslashes in a row, i.e. \\) functions as an escape character and
therefore does not manage your entry accurately. The ampersand (&) and bracket
characters (<>) are similarly problematic for CMS.
To be on the safe side, do not use these special characters in any fields: \\ & < >

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What user settings are saved by the CMS?
When changes are made in the handset, those changes are immediately sent to
the CMS. User settings such as ring tone, volumes, etc. are not configured by the
CMS but are stored by the CMS and seamlessly pushed back to the handset when
it reboots. The CMS allows both user and admin settings to be downloaded to a
different handset through the Quick RMA replacement option.
When does the handset get new settings?
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 at its
first heartbeat.
What happens to the settings if the handset is out of range?
If you manually change any settings on the phone while it is out of range, those
settings will be stored and pushed to CMS when the phone comes back in range.
CMS will deliver any changed settings to the phone once the phone is able to
connect with it again. It will let you know that there are pending updates.
Example of settings changes for a Group of phones not currently connected:
What does the dashed line indicate?
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” or in the group or enterprise level setting.
Default values are not displayed
A blank field in the CMS means that the default value in the handset is retained.
CMS does NOT display “default values”. Leaving settings as blank in the CMS
allows the handset to retain the default value, it does not “blank out” the defaults.