SpectraLink 8400 Series Quick reference guide

UC Software 4.0.0B |September 2011 |1725-36724-001 Rev. B
Polycom® SpectraLink® 8400
Series Wireless Telephone
Deployment Guide

© 2011 Polycom, Inc. All rights reserved.
Polycom, Inc.
4750 Willow Road
Pleasanton, CA 94588-2708
USA
No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for
any purpose, without the express written permission of Polycom, Inc. Under the law, reproducing includes translating
into another language or format.
As between the parties, Polycom, Inc., retains title to and ownership of all proprietary rights with respect to the software
contained within its products. The software is protected by United States copyright laws and international treaty
provision. Therefore, you must treat the software like any other copyrighted material (e.g., a book or sound recording).
Every effort has been made to ensure that the information in this manual is accurate. Polycom, Inc., is not responsible
for printing or clerical errors. Information in this document is subject to change without notice.
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Trademark Information
POLYCOM®, the Polycom “Triangles” logo and the names and marks associated with Polycom’s products are
trademarks and/or service marks of Polycom, Inc. and are registered and/or 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 Polycom.
Patent Information
The accompanying product is protected by one or more U.S. and foreign patents and/or pending patent applications
held by Polycom, Inc.
Disclaimer
Some countries, states, or provinces do not allow the exclusion or limitation of implied warranties or the limitation of
incidental or consequential damages for certain products supplied to consumers, or the limitation of liability for personal
injury, so the above limitations and exclusions may be limited in their application to you. When the implied warranties
are not allowed to be excluded in their entirety, they will be limited to the duration of the applicable written warranty. This
warranty gives you specific legal rights which may vary depending on local law.

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About This Guide
Who Should Read This Guide?
System administrators or network engineers should read this guide to learn
how to properly set up the Polycom® SpectraLink® 8400 Series Wireless
Telephone.
This guide includes administration-level tasks and is not intended for end
users of the handsets. Many of the tasks involve configuring Wireless Local
Area Network (WLAN) settings and affect the phone’s ability to function in
the network.
This guide assumes you are familiar with:
•Computer networking and driver administration for your operating
system
•An XML editor
•Wireless client administration
•WLAN infrastructure parameters
•The XML-based configuration file format used by the Polycom® UC
Software and its supported phones
What Will This Guide Show You?
This guide shows you how to deploy the SpectraLink 8400 Series Wireless
Telephones in an 802.11 wireless environment.
Though you may be familiar with several deployment methods, Polycom
recommends the method described in this guide as the most flexible and
manageable.

Polycom® SpectraLink® 8400 Series Wireless Telephone Deployment Guide
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How This Guide is Organized
This guide includes four chapters and four appendices. The chapters are
structured in a sequence for reference and in a logical progression that you
would follow to deploy SpectraLink 8400 Series Handsets.
Chapter 1, Overview, introduces the SpectraLink 8400 Series Handsets.
Chapter 2, Deploying SpectraLink 8400 Series Handsets, provides basic and
advanced instructions on how to set up a wireless configuration server (WCS),
and a provisioning server, create the configuration files to work in a wireless
environment, deploy the SpectraLink 8400 Series Handsets from the
provisioning server, and upgrade the software.
Chapter 3, Configuring SpectraLink 8400 Series Handsets, provides
information for configuring and using the basic and advanced features on the
SpectraLink 8400 Series Handsets.
Chapter 4, Troubleshooting SpectraLink 8400 Series Handsets, explains the
error messages that may appear on the handsets and how to read the log files
produced by the handset.
Appendix A, Configuration Files, provides detailed descriptions of specific
configuration parameters used by the Polycom UC Software.
Appendix B,Miscellaneous Administrative Tasks, provides information about
tasks like setting up an FTP server and using the Web Configuration Utility.
Appendix C, Deployment Checklist, provides a checklist of all the parameters
you need to change to set up your SpectraLink 8400 Series Handsets.
Appendix D, Polycom UC Software Menu System, shows the menu structure
of the Polycom UC Software as it displays on SpectraLink 8400 Series
Handsets.
What’s New in This Guide
To support worldwide deployment of the SpectraLink 8400 Series Handsets,
you must select the regulatory domain appropriate to your location. See
Regulatory Domain and Radio Settings on page 16.

About This Guide
v
Conventions Used in This Guide
Theses icons are used in the guide:
These typographic conventions are used in this guide:
These writing conventions are used in this guide:
Recommended Software Tools
Polycom recommends that you use an XML editor to create/edit the
configuration files. In this way, all configuration files that you create will be
valid XML files.
If the configuration files are not valid XML, they will not load on the handset.
In this case, an error message will be logged to the provisioning server.
Note This alert points to tips that may provide additional
information about a concept or procedure.
Warning This alert highlights information that you need to
know to keep the phone running correctly.
Caution This alert warns you of instances where an
instruction or procedure not followed exactly could
result in significant issues with your phone.
Bold Interface items like menus, soft keys, filenames, and
directories.
Italics Guide names that are available from the Polycom
Support Web site.
Blue URLs.
Fixed-width font
Code fragments and parameter names.
<installed-dir> A directory path where you must enter a value from
your organization.
>Indicating selecting an item from a menu. For
example, Settings > Basic > Preferences.

Polycom® SpectraLink® 8400 Series Wireless Telephone Deployment Guide
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Getting Help and Support
The following documents are available as supplementary information to assist
you with your wireless handset deployment:
• Quick Start Guide Describes the physical parts of the handset, available
accessories, and basic call functions
•UserGuideDescribes the basic and advanced features available on the
handset
• Administrator’s Guide Shows you how to configure, customize,
manage, and troubleshoot Polycom SoundPoint® IP, SoundStation® IP,
VVX® phone systems, and SpectraLink 8400 Series Wireless Handsets
• Developer’s Guide Assists with the development of applications that
run on the Microbrowser or Browser on the SoundPoint IP, SoundStation
IP, VVX phones, and SpectraLink 8400 Series Wireless Handsets
• Quick Barcode Connector Installation Guide Shows you how to install
and configure the Quick Barcode Connector application
• AP Configuration Guides Shows you how to correctly configure access
points and WLAN controllers (if applicable) and identify the optimal
settings that support SpectraLink 8400 Series Handsets. The guides can be
found at
http://support.polycom.com/PolycomService/support/us/support/vo
ice/wi-fi/view_certified.html.
• Technical Bulletins and Feature Descriptions Show you workarounds
to existing issues and provides expanded descriptions and examples
• Release Notes Describe the new and changed features, and resolved
issues in the latest version of the software
For support or service, please contact your Polycom® reseller or go to Polycom
Technical Support at
http://support.polycom.com/PolycomService/home/home.htm.
Polycom recommends that you record the handset model numbers, MAC
address, software version, and partner platform for future reference.
SpectraLink 8400 Series Handset’s MAC Address: ______________________
UC Software version: _______________________________________________
Partner Platform: ___________________________________________________
We are constantly working to improve the quality of our documentation, and
we would appreciate your feedback. Please send email to
[email protected].

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Contents
About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
Who Should Read This Guide? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
What Will This Guide Show You? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
How This Guide is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
What’s New in This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
Conventions Used in This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Recommended Software Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Getting Help and Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi
1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
WLAN Layout Considerations, Quality of Service, and Security . . . . . . . . 1
Where SpectraLink 8400 Series Wireless Telephones Fit . . . . . . . . . . . . . . . . 2
System Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Polycom UC Software Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Updater . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Polycom UC Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Configuration Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Resource Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
2 Deploying SpectraLink 8400 Series Handsets . . . . . . . . . . . . .7
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Understanding the Complete Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Part I: Working From Your Wireless Configuration Station . . . . . . . . . . . . 11
Set Up the FTP Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Enable the Handset’s Network Capabilities . . . . . . . . . . . . . . . . . . . . . . 12
Set Up the Handset’s Network Parameters . . . . . . . . . . . . . . . . . . . . . . 14
Wireless Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
WLAN Security Configuration Parameters . . . . . . . . . . . . . . . . . . . 14
SSID and WMM-AC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Regulatory Domain and Radio Settings . . . . . . . . . . . . . . . . . . . . . . 16
Provisioning Server Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Polycom® SpectraLink® 8400 Series Wireless Telephone Deployment Guide
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Network Parameter Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Part II: Initial Provisioning of the Handsets . . . . . . . . . . . . . . . . . . . . . . . . . 30
Part III: Setting Up the Provisioning Server . . . . . . . . . . . . . . . . . . . . . . . . . 30
Part IV: Deploying the Handsets From the Provisioning Server . . . . . . . . 32
Creating a Phone Configuration File . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Creating a Master Configuration File . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Downloading the New Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Upgrading Software on Your Handsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Locating the Latest Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Downloading New Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
3 Configuring SpectraLink 8400 Series Handsets . . . . . . . . . . .39
Setting Up Basic Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Time and Date Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Notification Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Bluetooth Headset Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Keypad Lock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Push-to-Talk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Multi-Key Answer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
User Profile Portability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Creating a Phone Configuration File . . . . . . . . . . . . . . . . . . . . . . . . 44
Creating a User Configuration File . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Setting Up Advanced Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Barcode Scanner Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Browser and Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Open Application Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Instant Messaging and Presence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Location Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Calendaring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
4 Troubleshooting SpectraLink 8400 Series Handsets . . . . . . . .49
Calling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Upgrading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Wi-Fi Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Mnemonic Reason Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Run Site Survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Setting Up Syslog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
User Accessible Network Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Access Point Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Contents
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In Range/Out-of-Range . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Capacity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Transmission Obstructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
A Configuration Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
Master Configuration File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Configuration Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
<apps/> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
<bluetooth/> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
<device/> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
<exchange/> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
<feature/> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
<keypadLock/> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
<log/> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
<mb/> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
<messaging/> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
<np/> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
<oai/> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
<prov/> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
<ptt/> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
<qbc/> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
<reg/> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
<roaming_buddies/> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
<roaming_privacy/> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
<up/> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
<voIpProt/> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
<wifi/> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
B Miscellaneous Administrative Tasks . . . . . . . . . . . . . . . . . .105
Setting Up an FTP Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Using the Web Configuration Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Modifying the SpectraLink 8400 Series Handsets
Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Exporting Configuration Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
C Deployment Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . .113
D Polycom UC Software Menu System . . . . . . . . . . . . . . . . . .119

Polycom® SpectraLink® 8400 Series Wireless Telephone Deployment Guide
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