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Using Phone Setup for Switchvox

Using Phone Setup for Switchvox

Phone Setup is available if you have purchased a Phone Feature Pack for a Polycom or snom IP phone. This tool helps you configure and maintain the phones, and also ensures the extension owner can use features such as Distinctive Ringtones.

There are a few things that must be in place before you can set up your phones.

  • Make sure Your PBX is up and is running
  • Your phones are on the same network as your PBX
  • You have enough Phone Feature Packs to cover the number of phones you are setting up
  • Any Polycom phones you are setting up are running SIP firmware 1.6.7 or higher
  • Any snom phones you are setting up are running snom firmware version 6.5.18 or higher
  • You are comfortable with Switchvox updating each phone's firmware as necessary. If you do not want a phone's firmware updated, you need to set up that phone manually (not as part of this Phone Setup process)
  • You are comfortable with Switchvox setting each phone's config authentication login and password, and its handset password. The config authentication login and password are randomly generated and can be found in the Configured Phones list. The handset password is always 456. If you do not want this information changed for a phone, you need to set up that phone manually (not as part of this Phone Setup process)

Important: If your phone is not on the same network as your PBX, or it does not have the required firmware, it cannot be discovered by Switchvox. If this is the case, you must follow the instructions below for Making Phones Visible to Switchvox. If you have a Polycom 300 or 500 phone, you must set up your phone manually (you cannot use the Phone Provisioning tools and these instructions).

  • To set up phones on Switchvox with a Phone Feature Pack:
  1. 1.     Place each phone where it should be located, plug it into your network, and turn it on. At this point, it is helpful to note the mac address of each phone, but it is not necessary. When each phone boots up (after you turn it on), Switchvox detects it and adds it to the Unknown Phoneslist. These are phones that Switchvox has seen on the network, but does not have control over.
  2. 2.     Login to Switchvox's web suite and go to Setup > Extensions > Phones. The Phone Setup page opens to the Unknown Phones list.
    If a phone does not appear here, try rebooting the phone.
  3. 3.     Check the box next to each phone you want to configure, then click the Confirm Checked Phones button. Switchvox pushes firmware and configuration files out to the phone, moves the phone into the Unconfigured Phones list, and sends a signal out to the phone to reboot. Important: If you do not want to configure a phone, do not check its box. That ensures that the phone does not receive Switchvox configuration files. In particular, if you have more than one PBX on your local network make sure that you do not confirm phones that are set up on another PBX. This overwrites the configuration of these phones and they will no longer connect properly to the other PBX phones. Phones that have not been detected on the network in more than 14 days will stop showing up in the Unknown Phones list.
  4. 4.     Be sure that each phone has finished rebooting. This can take as much as 10 minutes, and it is important that it is finished before you move on to the next step. If the date and time are shown on the phone's display, it indicates the phone has finished rebooting.
    Once your phone has finished rebooting and is back online, it is in the Unconfigured Phoneslist. Now it needs to be assigned an extension. You can also assign an alternate host, but that's not required.
    Note: The Config Authentication Login and Password shown on this page are used when the phone requests a current configuration file from Switchvox. This is different from the phone's registration login and the extension's login, and you can safely ignore this information.
  5. 5.     Now you can assign the extension for each phone. You can use an existing extension as long as it is a SIP extension and has not already been configured for use by a phone.
    Using the mac address: If you know the phone's mac address and the extension that belongs with it, you can enter the extension on this page. Do this for each phone that you know the extension for.
    Using the phone itself: If you do not know the phone's mac address, pick up each phone's handset and follow the prompts to enter the correct extension for that phone. When you are done, go back to the Switchvox PBX Admin and reload the Phone Setup page (or select it again from System Setup). The Unconfigured Phones list now has an extension listed for each phone.
    If an extension already existed, the owner's name and other information is displayed.
    If the extension does not exist, enter the extension owner's first and last name and email address. You can also select the Extension Template you want to use to create this extension (or just leave it set to Default).
    If you have an Alternate Host the phone should register with if the phone cannot reach this Switchvox PBX, enter that hostname or IP address here. (If you do not have a backup/failover PBX, you probably will not use this setting.)
    If you decide that a phone has the wrong extension, check the box for that phone and click the Reject Checked Phones button. This removes the phone from Unconfigured Phones, and now the phone is found on the Unknown Phones page.
  6. 6.     After each phone has the correct extension, check its box and click the Accept Checked Phones button. Switchvox pushes out the final configuration to each phone and sends a signal to each phone to reboot again.
    Note: This process does not change the phone's registration login or the extension's password.

Success! Your newly configured phones are now on the Configured Phones list on the Phone Setup page.

Each time a phone reboots, it receives configuration updates and a directory file that updates its phonebook to match that extension's online phonebook on Switchvox.

Putting Additional Lines on a Phone

If you want to put more than one extension on the phone, click Show Additional Lines and enter the extension information. You must first check the box for the phone's line that you want to use, then select No if this extension is not on this Switchvox. Enter the extension information as appropriate.

Making Phones Visible to Switchvox

If the Switchvox PBX cannot discover your phone (you cannot see your phone in the Unknown Phones list), you need to make some changes to your phone settings.

Polycom Phones

Reset your phone back to the factory defaults.

For Polycom models 320, 330, and 430, hold down the 1, 3, 5, and 7 keys simultaneously. For other models, hold down the 4, 6, 8, and * keys until the phone prompts you for a password. Press 4, 5, 6 on the keypad, then select Enter. After the phone reboots, press Setup during the countdown screen. Press 4, 5, 6, on the keypad, then select Ok. Go into Server Menu to find the settings. The phone reboots with the factory settings.

Go to the Network Configuration for your phone:

press Menu, 3, 2, 456 (the password), Enter, 1, 1. Scroll to Server and select it.

Set server type to http and server address to IP_ADDRESS_OF_YOUR_PBX/pc. For example, if your PBX has an external IP address of '192.100.0.1', set the server address to: 192.100.0.1/pc

snom Phones

  1. 1.     Reset your phone back to the factory defaults.
  2. 2.     Go to the Network Configuration for your phone.
  3. 3.     Set the Setting URL to http and server address to

    http://SWITCHVOX_IP_ADDRESS/pc/{mac}.xml

    For example, if Switchvox is '192.100.0.1', then the Setting URL is

    http://192.100.0.1/pc/{mac}.xml
     
  4. 4.     Save the configuration and reboot the phones.

Rebooting can take as much as 10 minutes, and it is important that it is finished before you move to the next step. If the date and time are shown on your phone's display, your phone has finished rebooting.

After your phone reboots and comes back online, it appears in the web suite's Phones page under the Unconfigured Phones list. Now you can follow the instructions above, starting at step number 5.

Important: To configure phones that are external to your network, Switchvox must be accessible outside of your network. To do this, you may have to open some ports on your firewall. Contact your network administrator for information about how to do this.

Firmware Versions

Polycom phones:

  • 3.2.5 for newer-model phones
  • 3.1.7 for legacy models

snom phones:

  • 7.3.30 for 3xx
  • 8.2.11 for 820
  • 8.3.6 for 870
  • 8.2.1 for conference phone

Advanced Options

There are several advanced options for configuring your phones. However, it is very unusual to change any of these settings. So if you are unsure about them, do not change them.

If you do need to use the Advanced Options, click on the Show Advanced Options button in the Phone Setup page.

Alternate Host Default Option

Check this box if you want to use the default for the Alternate Host option. The default is the PBX's external IP/hostname. The default is only applied if a phone does not have a setting in the Alternate Host option.

Security Option

Only accept calls from the PBX. Check this box if the phone should not accept calls from anywhere except a registered PBX (this PBX or the Alternate Host).

Digit Map Options

When your phone gets configuration files from the PBX, the PBX provides digit map settings for your phone based on the extension lengths your system uses and typical provider dialing requirements.

Extension Length

This is the setting your digit map uses for dialing extensions on your system. By default this is the length of the longest extension on your system. You might change this if you have two PBXs peered together and they use different extension lengths.

Use 10-digit Local Dialing

Some providers require 10 digits to be entered, even for local dialing. If this is the case for your provider, you should check this box.

Custom Digit Maps

You can specify a custom digit map for Polycom and snom phones. Polycom phones require a separate timeout setting. For snom phones, you can include the timeout information in the digit map. If you set a custom digit map for one of the phone types, Switchvox ignores all the other rules for creating a digit map, and pushes the custom digit map to all configured phones of that type.

Polycom Custom Digit Map example (all one line, no spaces)

[0-8]xxx|911|9411|9611|9011xxx.T|91xxxxxxxxxx|9[2-9]xxxxxx|*xx.T|[0-8]xx.T

Polycom Custom Digit Map Timeout Example (all one line, no spaces)

3|3|3|3|3|3|3|3|3

snom Custom Digit Map Example (all one line)

Phone Discovery Options

DHCP Sniping: Polycom phones with SIP Applications prior to 2.2.2 do not support DHCP INFORM. To configure these older phones, the PBX must be more aggresive, usurping your network's DHCP server. After the phone is upgraded, the PBX returns to normal behavior. It's probably safe to leave this option enabled, but if your DHCP server reacts poorly when older phones are configured, disabling this option might help.

NTP Options

Custom NTP Server: You can specify a Network Time Protocol Server to set the time on your Switchvox-configured phones.

 

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