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Spectralink 84-Series Wireless Telephones Deployment Guide with CMS

721-0048-000_B.docx
February 2018

Existing 84-Series Deployment w/o Provisioning Server

Note: Asking for help

This section assumes that you are familiar with 84-Series parameters and CMS
server deployments so the presentation is fairly technical. Please contact
Spectralink if you need any help with this type of deployment.

High Level Overview

Install CMS on Spectralink Local ESXi Host

○

Configure CMS with Customers IP/Subnet Mask/GW, From Tool kit

○

Copy & save to Doc file CMS URL, Acct Key and https cert to be input into QNC

Configure SIP clients in CMS per Toolkit, If PTT and/or Personal Alarms is used, identify
phones for these Groups, Import CSV

Configure PTT Feature in CMS per Toolkit (Optional)

Configure Personal Alarms /PANIC Feature in CMS per Toolkit (Optional)

84-Series SW Update, CMS Configuration & Initial Provisioning via QNC

Perform Initial Provisioning on Phones via QNC

Verify Phone have received SIP & Feature configuration(s) via CMS.

DETAILED STEPS

Step #1 Install Spectralink CMS on Spectralink Local Host

VM ESXi 5.x Server Installation Overview

For assistance on the installation of VM ESXi 5.x, please refer to VMWare installation video:

http://kb.vmware.com/selfservice/microsites/search.do?language=en_US&cmd=displayKC&exte
rnalId=2052439

Install vSphere to connect & manage your ESXi VM

Summary of Contents for SL8440

Page 1: ...721 0048 000 Rev B February 2018 Spectralink 84 Series Wireless Telephone Deployment Guide Using Spectralink CMS Spectralink Software Versions 5 4 and above ...

Page 2: ...awings 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...

Page 3: ...Icons 9 Typography 10 Part I Getting Started 12 Chapter 1 Infrastructure 13 Network Components 13 Recommended Reading 13 Quality of Service 14 WLAN Security 14 Security Methods 14 System Diagram 16 System Requirements 17 System Components 17 Spectralink 84 Series handsets 17 Servers 18 Access points 19 Ethernet switch 20 Chapter 2 Designing the Configuration 21 QNC Settings 21 Wi Fi Setup 21 Serve...

Page 4: ...nfiguration Initial Provisioning via QNC 33 Test Features and Make Calls Done 36 Existing 84 Series Deployment with Provisioning Server 37 High Level Overview 37 DETAILED STEPS 37 Step 1 Update 84 Series SW to R 5 4 x or newer 37 Step 2 Install Spectralink CMS on Spectralink Local Host 37 Step 3 Build SIP Configuration 43 Test Features and Make Calls Done 46 Existing 84 Series Deployment w o Provi...

Page 5: ...prise Settings 64 Chapter 8 Configure Group Settings 65 Chapter 9 Configure Custom Settings 68 Import Configuration Files 68 Create Configuration Files 69 Chapter 10 Testing the Handsets 71 Test Configured Features 71 Part III Appendices 72 Appendix A Software Copyrights and Open Source Information 73 Software Copyright 73 OFFER for Source for GPL and LGPL Software 73 Contact Information for Reque...

Page 6: ...cannot provide every possible parameter and so it provides a Custom Settings page to allow you to refine the deployment with your own xml files for a highly customized installation What You Need to Know 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 and equi...

Page 7: ...Monday through Friday 6 a m to 6 p m Mountain time For Technical Support mailto technicalsupport spectralink com For Knowledge Base http support spectralink com For Return Material Authorization mailto nalarma spectralink com 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 f...

Page 8: ...d documents are available on the Spectralink support site at http support spectralink com products wi fi qnc The Spectralink 84 Series Barcode Administration Guide provides information about barcode symbologies and how to configure and implement the barcode feature on the handset The Spectralink 84 Series User Guide also contains information about using the barcode feature Quick Barcode Connector ...

Page 9: ...ploying Enterprise Grade Wi Fi Telephony These White Papers identify issues and solutions based on Spectralink s extensive experience in enterprise class Wi Fi telephony It provides recommendations for ensuring that a network environment is adequately optimized for use with Spectralink Wireless Telephones Conventions Used in This Guide Icons Icons indicate extra information about nearby text Warni...

Page 10: ...od 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 Troubleshoo...

Page 11: ...inked 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 Indicat...

Page 12: ...o understand the hardware and software components that comprise a wireless SIP implementation This Part introduces you to SIP and managing the configuration parameters that the 84 Series handset requires Infrastructure requirements Deployment sequence and usage scenarios Configuration parameters and design Types of settings ...

Page 13: ... few hundred milliseconds of delay or a very small percentage of lost packets Additionally data applications are typically bursty in terms of bandwidth utilization whereas voice conversations use a consistent and a relatively small amount of network bandwidth throughout the length of a conversation This chapter covers the basic elements in a relatively simple system Recommendations for your specif...

Page 14: ...AN is not limited to the typical wired telephony concerns of eavesdropping on telephone calls or making unauthorized toll calls but is equivalent to the security risk of the data network that connects to the APs Several different security options are supported on Spectralink 84 Series Wireless Telephones Determining the proper level of security should be based on identified risks corporate policy ...

Page 15: ...e form of EAP and a RADIUS server and each phone is configured with its own username and password making the conversation between phone and AP completely private The processing requirements of a RADIUS server however can compromise handoffs so a fast roaming technique such as OKC or CCKM must be employed 1 WPA2 Enterprise variables 84 Series handsets use authentication types EAP TLS EAP FAST or PE...

Page 16: ...omponents residing on a typical network with APs and wireless LAN Ethernet Switch Tip Are multiple servers necessary Sometimes a single piece of hardware may provide multiple services for example some AP controllers can also provide radius services Consult your service provider for more information about how to tailor your system configuration for your requirements ...

Page 17: ...ation Server System Components Spectralink 84 Series handsets Available in several models the 84 Series handsets provide essential communication resources for facility wide implementation Each model has a unique hardware ID that is printed on the label Handset hardware ID numbers Model Name Hardware ID SL8440 SL8450 SL8452 SL8441 SL8453 3111 36150 001 3111 36152 001 3111 36154 001 3111 67360 001 3...

Page 18: ...se security is used the handset will use this data to confirm the PAC or certificate has a valid date and time If an NTP Server is not available the certificate will be assumed valid and operate accordingly without the date and time check RADIUS Server A RADIUS authentication server must be used to provide username password based authentication using RSA certificates for EAP TLS PEAPv0 MSCHAPv2 or...

Page 19: ...R DNS server 7 LOGSRVR Syslog server logging 15 DOMAIN Domain name 42 SNTPSRVR NTP Server 43 sec TLS customCaCert x Auto discovery of the root CA certificate If this setting is unavailable set the parameter per this guide 66 TFTPSRVR TFTP server Consult with your service provider if you choose to use static configuration SIP Call Server The call server provides SIP telephony support Access points ...

Page 20: ...m with uninterrupted service between subnets unless specific LAN components are present Certain AP Ethernet switch combinations establish a Layer 3 tunnel across subnets that enable the handsets to roam Without this capability any call in progress will be dropped when the user moves out of range and the handset must be power cycled in order to resume functionality in the new subnet area Consult yo...

Page 21: ...e settings affect only a specific phone All installations have Device settings for each phone This Chapter will identify the parameters normally configured in each level along with some discussion on variations for certain purposes QNC Settings Wireless and other settings are provisioned through QNC See Spectralink Quick Network Connect Administration Guide for detailed information about the follo...

Page 22: ...narios are offered by Spectralink CMS The Flat scenario is where all phones use virtually the same features like ordinary office desk phones This scenario is common in smaller or more homogenous facilities where handsets are assigned by extension and there is little variation in the features assigned to different users The Flat scenario gives each phone the same features All phones can make and re...

Page 23: ...rprise settings Both scenarios require you to identify each phone you will be deploying The Groups scenario requires you to identify each group and which phone belongs to which group Note that a phone can belong to only one group Identifying the groups Identifying the phones in the groups Identifying which features belong to which groups Enterprise Settings At the Enterprise level you would typica...

Page 24: ...alk Personal Alarms Web API and Web Apps They are also used for Feature deployment such as Emergency Dial When settings are configured at a Group level they override the same setting if it is also set at an Enterprise level That way you can set a parameter at one value for all the phones and then set a different value for a specific subset of phones For example you could configure everyone for PTT...

Page 25: ...ndicate the level where the value has been set Enterprise Group or Device Note that some settings do not support the level icons Example Level icons Enterprise This setting is configured at the Enterprise level Click the checkbox to clear the setting Group This setting is configured at the Group level Click the checkbox to clear the setting When an Enterprise or Group setting has been cleared the ...

Page 26: ...Spectralink 84 Series Wireless Telephones Deployment Guide with CMS 721 0048 000_B docx February 2018 26 Device settings User name Extension address Display Name Label Authentication Password ...

Page 27: ...se steps High Level Overview When installing a new system follow these steps 1 Unpack 84 Series Phones Charge Batteries 2 Install CMS on Spectralink Local ESXi Host 3 Configure CMS with Customers IP Subnet Mask GW From Tool kit 4 Copy save to Doc file with CMS URL Acct Key and https cert to be input into QNC 5 Configure SIP clients in CMS per Toolkit Import CSV 6 QNC Wireless Wizard Input customer...

Page 28: ...ectralink CMS on Spectralink Local Host VM ESXi 5 x Server Installation Overview For assistance on the installation of VM ESXi 5 x please refer to VMWare installation video http kb vmware com selfservice microsites search do language en_US cmd displayKC exte rnalId 2052439 Install vSphere to connect manage your ESXi VM CMS 2 x Infrastructure Installation Instructions Note These instructions requir...

Page 29: ...k to your ESXi host server and that has a compatible version of VMWare vSphere Client installed 3 Connect to your ESXi host server using vSphere 4 Select File Deploy OVF Template from VSphere 5 Browse to the OVF file inside the unzipped folder from step 2 Select Next 6 Select Next again Name the new machine something like Spectralink CMS Select Next ...

Page 30: ...xt 11 Leave Power on after deployment unchecked Click Finish You will see the OVF being deployed to your server When it is finished go to the next step 12 Right click the new machine in the tree on the left of vSphere and select Power Power On 13 Go to the console in vSphere for the CMS VM and wait for the login prompt at which you will login as cms2 password cms2 You will want to change this at s...

Page 31: ...ualified hostname i e If CMS is at 10 20 30 40 and the hostname my cms is entered into this field only https my cms will work for the device s CMS setting https my cms restofmydomain com and https 10 20 30 40 will not work DNS or Hostname your hostname here Administrator Name your administrator name here Administrator Email your administrator email here Country Code your 2 digit country code State...

Page 32: ... 0048 000_B docx February 2018 32 https 10 225 15 200 cms 19 Login in to CMS with credentials you just created 20 Navigate to About Us Save CMS Acct Key and https Cert information to word text doc This information will be used with QNC during the Initial Provisioning stage ...

Page 33: ...bmit Admin Tip Once you upload the csv file to the CMS when the handset first associates with the wireless LAN and finds the CMS the CMS will identify it by its MAC address and list it in the Device Holding Area where it can be accepted or rejected Once it is accepted it will be listed in the Device list and will download the configuration options in the csv file at its next heartbeat The settings...

Page 34: ... phone boots it will do the SW update 6 Phone will receive Wireless and CMS configuration and attempt to connect to CMS 7 Browse to CMS and verify Phones appear in the Device Holding area 8 Approve all 84 Series Devices in Holding area 9 View Device List to ensure all Phones appear 10 Phones will receive SIP configuration from CMS as they Heartbeat into CMS 11 Verify Phone has received SIP configu...

Page 35: ...eless Telephones Deployment Guide with CMS 721 0048 000_B docx February 2018 35 Group Option Create a Group by selecting the Group Icon Input the Group Name in the field provided and select Save The new Group will appear below ...

Page 36: ... Devices must Heartbeat into CMS first so skip for now To add a feature configurations file PTT PersAlarms etc to a Group select the Group from the Group List from the pull down action menu select Apply Custom Config Then select the feature configuration file to be applied to this device and select OK Test Features and Make Calls Done ...

Page 37: ... Import SIP csv file via CMS batch configuration 3 Configure PTT Feature in CMS per Toolkit Optional 4 Configure Personal Alarms PANIC Feature in CMS per Toolkit Optional 5 Update 84 Series SW to R 5 4 x or newer 6 Configure cms cfg file with CMS info CMS URL Acct Key Prov Server SSL Cert 7 Verify Phone appear in CMS and have received SIP Feature configuration s DETAILED STEPS Step 1 Update 84 Ser...

Page 38: ...MWare vSphere See VMWare s website for more information CMS code is available from Spectralink 5 Download the CMS zip file from the Spectralink support representative 6 Unzip VM files onto a machine that can talk to your ESXi host server and that has a compatible version of VMWare vSphere Client installed 7 Connect to your ESXi host server using vSphere 8 Select File Deploy OVF Template from VSphe...

Page 39: ...Spectralink 84 Series Wireless Telephones Deployment Guide with CMS 721 0048 000_B docx February 2018 39 10 Select Next again Name the new machine something like Spectralink CMS Select Next ...

Page 40: ... it is finished go to the next step 16 Right click the new machine in the tree on the left of vSphere and select Power Power On 17 Go to the console in vSphere for the CMS VM and wait for the login prompt at which you will login as cms2 password cms2 You will want to change this at some time later Caution Keep track of passwords If you change the root password and forget what it is you cannot rese...

Page 41: ...the device s CMS setting https my cms restofmydomain com and https 10 20 30 40 will not work DNS or Hostname your hostname here Administrator Name your administrator name here Administrator Email your administrator email here Country Code your 2 digit country code State your 2 digit state code City your city Company your company name Organization your organization 22 Your CMS should now be initial...

Page 42: ...with CMS 721 0048 000_B docx February 2018 42 23 Login in to CMS with credentials you just created 24 Navigate to About Us Save CMS Acct Key and https Cert information to word text doc This information will be used with QNC during the Initial Provisioning stage ...

Page 43: ...ated 6 Click Submit Note Once you upload the csv file to the CMS when the handset first associates with the wireless LAN and finds the CMS the CMS will identify it by its MAC address and list it in the Device Holding Area where it can be accepted or rejected Once it is accepted it will be listed in the Device list and will download the configuration options in the csv file at its next heartbeat Th...

Page 44: ...fg file with CMS info CMS URL Acct Key Prov Server name SSL Cert 6 Copy cms cfg file to provisioning server 7 Edit MAC cfg or 000000000000 cfg file to include cms cfg in the config file path Example 8 Restart or Update Configuration on phones to pickup the new CMS info 9 Phone will receive the CMS configuration and attempt to connect to CMS 10 Browse to CMS and verify Phones appear in the Device H...

Page 45: ...s received SIP configuration from CMS Test Call 15 Apply Feature configuration file s and or Custom configurations to devices or Group of devices Note Device Option To add a feature configurations file PTT PersAlarms etc to a device select the device from the Device List from the pull down action menu select Apply Custom Config Then select the feature configuration file to be applied to this devic...

Page 46: ...select Save The new Group will appear below Note We can t add devices yet Devices must Heartbeat into CMS first so skip for now To add a feature configurations file PTT PersAlarms etc to a Group select the Group from the Group List from the pull down action menu select Apply Custom Config Then select the feature configuration file to be applied to this device and select OK Test Features and Make C...

Page 47: ...to QNC 2 Configure SIP clients in CMS per Toolkit If PTT and or Personal Alarms is used identify phones for these Groups Import CSV 3 Configure PTT Feature in CMS per Toolkit Optional 4 Configure Personal Alarms PANIC Feature in CMS per Toolkit Optional 5 84 Series SW Update CMS Configuration Initial Provisioning via QNC 6 Perform Initial Provisioning on Phones via QNC 7 Verify Phone have received...

Page 48: ...e s website for more information CMS code is available from Spectralink 1 Download the CMS zip file from the Spectralink support representative 2 Unzip VM files onto a machine that can talk to your ESXi host server and that has a compatible version of VMWare vSphere Client installed 3 Connect to your ESXi host server using vSphere 4 Select File Deploy OVF Template from VSphere 5 Browse to the OVF ...

Page 49: ...Spectralink 84 Series Wireless Telephones Deployment Guide with CMS 721 0048 000_B docx February 2018 49 6 Select Next again Name the new machine something like Spectralink CMS Select Next ...

Page 50: ...it is finished go to the next step 12 Right click the new machine in the tree on the left of vSphere and select Power Power On 13 Go to the console in vSphere for the CMS VM and wait for the login prompt at which you will login as cms2 password cms2 You will want to change this at some time later Caution Keep track of passwords If you change the root password and forget what it is you cannot reset...

Page 51: ...the device s CMS setting https my cms restofmydomain com and https 10 20 30 40 will not work DNS or Hostname your hostname here Administrator Name your administrator name here Administrator Email your administrator email here Country Code your 2 digit country code State your 2 digit state code City your city Company your company name Organization your organization 18 Your CMS should now be initial...

Page 52: ...with CMS 721 0048 000_B docx February 2018 52 19 Login in to CMS with credentials you just created 20 Navigate to About Us Save CMS Acct Key and https Cert information to word text doc This information will be used with QNC during the Initial Provisioning stage ...

Page 53: ...ote Once you upload the csv file to the CMS when the handset first associates with the wireless LAN and finds the CMS the CMS will identify it by its MAC address and list it in the Device Holding Area where it can be accepted or rejected Once it is accepted it will be listed in the Device list and will download the configuration options in the csv file at its next heartbeat The settings are pushed...

Page 54: ...ce phone boots it will do the SW update 6 Phone will receive Wireless and CMS configuration and attempt to connect to CMS 7 Browse to CMS and verify Phones appear in the Device Holding area 8 Approve all 84 Series Devices in Holding area 9 View Device List to ensure all Phones appear 10 Phones will receive SIP configuration from CMS as they Heartbeat into CMS 11 Verify Phone has received SIP confi...

Page 55: ...eless Telephones Deployment Guide with CMS 721 0048 000_B docx February 2018 55 Group Option Create a Group by selecting the Group Icon Input the Group Name in the field provided and select Save The new Group will appear below ...

Page 56: ... Devices must Heartbeat into CMS first so skip for now To add a feature configurations file PTT PersAlarms etc to a Group select the Group from the Group List from the pull down action menu select Apply Custom Config Then select the feature configuration file to be applied to this device and select OK Test Features and Make Calls Done ...

Page 57: ...de CMS uses a GUI interface for you to provision the devices with the settings required in your facility Quick Network Connect Administration Guide The phones must connect to the wireless LAN in order to access CMS QNC provisions the handsets with the wireless settings We will refer to this document for Custom Settings Spectralink 84 Series Wireless Telephone Administration Guide This is your comp...

Page 58: ...multiple phones at once Once phones associate with CMS and are accepted into the Device list they can heartbeat into CMS and download batch file settings At this point phones can register with the call server and make and receive calls on line 1 Setting up the batch file 1 Obtain the csv template from Spectralink service Upload the csv file used for batch configuration Caution Do not change csv fi...

Page 59: ...m Administration Guide The phone will display the text from the Line Label field in the Home banner once it associates with CMS and picks up its configuration Extension UserID Password Display Name Line Label 4 Enter the address and port of the SIP server in the csv file This will be the same for each phone so just copy down each column 5 The batch file should be complete now Ensure every field is...

Page 60: ...l from your Spectralink service representative See Quick Network Connect Administration Guide QNC software and documents are available on the Spectralink support site at http support spectralink com products wi fi qnc Initial wireless provisioning 1 Connect QNC to a PC and start the browser to open the Wireless Wizard and configure wireless settings Then use the tool to load the settings onto the ...

Page 61: ...S 721 0048 000_B docx February 2018 61 3 Open CMS and navigate to the Device Holding Area Click the phone icon at the top of the Navigation bar switch to the 84 Series pages if necessary and click Device Holding Area If the phones are all there this step is successful ...

Page 62: ...d navigate to the Device Holding Area Click the phone icon at the top of the Navigation bar switch to the 84 Series pages if necessary and click Device Holding Area Devices will be listed by MAC Address Serial number etc 2 Using your Batch File spreadsheet as a reference verify and check the devices that you want to approve and approve them The phones will heartbeat into CMS and download the param...

Page 63: ...e Change Columns button and make your selections 5 Verify the settings are correct Navigate to Configuration SIP Registration Note that the Line 1 tab displays The settings are all for SIP registration line 1 Note that the Enterprise tab displays in the banner The settings you see here are set on all phones 6 Navigate to Server Settings Check the Server Address and Port values The values should be...

Page 64: ...t you will need or want to configure Step through that list and configure the rest of the settings you need for your deployment These may include Logging Voicemail Additional network settings Additional Call Handling settings Emergency Dial Global Feature settings Web App settings If the parameter s you want to configure are not available in the CMS UI see Configure Custom Settings chapter for add...

Page 65: ...Groups are created and administered within the CMS GUI Admin Tip A device can belong to only one group Note that any device can belong to only one group When a device is added to a group the Group settings are applied to it overriding any conflicting Enterprise settings How to configure a Group 1 Establish the names for your Group s and which handsets will be in which Group Handsets must be availa...

Page 66: ...assigned to the group The devices assigned to the Group are listed by serial number The CMS administrator who created the Group is also listed in the User Name column Select the Group and select the action These are the actions you can do in Manage Groups Delete Group s will erase the selected Group s entirely Edit Group will allow you to change the Group name and add or delete Group members Chang...

Page 67: ...Spectralink 84 Series Wireless Telephones Deployment Guide with CMS 721 0048 000_B docx February 2018 67 ...

Page 68: ...ded for each custom file Apply to Enterprise applies the custom setting file to all handsets at the Enterprise level Delete removes the custom settings file from the list Disassociate retains the custom settings file on the list but removes it from active use by devices Import Configuration Files Unless you are an expert with XML you will find it easiest to create new xml files by opening an exist...

Page 69: ... you can do it directly in CMS Click the edit pencil icon in the Actions column view and expand the parameters and edit as needed Create Configuration Files Instead of importing a configuration file you can manually enter the configuration parameters directly into CMS by selecting the Create Configuration button Ensure the exact name of each parameter in the Name field Capitalizations are specific...

Page 70: ... with CMS 721 0048 000_B docx February 2018 70 Here is the same template entered directly into CMS using the GUI Note that the xml extension was added to the filename Select the name from the list and click the edit pencil in the action column to open the file ...

Page 71: ...required Though individual parameters are checked to see whether they are in range the interaction between parameters is not checked If a parameter is out of range an error message will display in the log file and parameter will not be used Incorrect configuration can put the phones into a reboot loop For example server A has a configuration file that specifies that server B should be used and ser...

Page 72: ...721 0048 000_B docx February 2018 72 Part III Appendices ...

Page 73: ...he following conditions The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software OFFER for Source for GPL and LGPL Software You may have received a Spectralink 84 Series handset from Spectralink that contains in part some free software software licensed in a way that allows you the freedom to run copy distribute change and improv...

Page 74: ... Wireless Telephones Deployment Guide with CMS 721 0048 000_B docx February 2018 74 Contact Information for Requesting Source Code Spectralink Open Source Manager 2560 55th Street Boulder CO 80301 OpenSource Spectralink com ...

Page 75: ...ertificates Spectralink CA certificates can be obtained from http pki spectralink com aia Spectralink 20Issuing 20CA crt http pki spectralink com aia Spectralink 20Root 20CA crt http pki spectralink com aia Spectralink 20Issuing 20CA 20BLCAI01 crt END OF DOCUMENT ...

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