Spectralink Configuration Management Server Administration Guide For PIVOT Smartphones and 84-Series Handsets Release 2.5.x 721-0036-000 Rev G July 2019 Spectralink CMS Administration Guide Copyright Notice © 2016-2019 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. 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Contact Information US Location Denmark Location UK Location +1 800-775-5330 +45 7560 2850 +44 (0) 20 3284 1536 Spectralink Corporation Spectralink Europe ApS Spectralink Europe UK 2560 55th Street Bygholm Soepark 21 E Stuen 329 Bracknell, Doncastle Road Boulder, CO 80301 8700 Horsens Bracknell, Berkshire, RG12 8PE USA Denmark United Kingdom [email protected] [email protected] [email protected] 721-0036-000_G.docx July 2019 2 Contents About This Guide .............................................................. 10 Deployment process ........................................................................................................10 What is QNC? .............................................................................................................10 What is CMS? .............................................................................................................11 What is MDM/EMM? ...................................................................................................11 What is Manual Configuration? ...................................................................................11 Product Support ..............................................................................................................11 Spectralink References ...................................................................................................11 Specific Documents – Spectralink PIVOT smartphones ..............................................12 Specific Documents—Spectralink 84-Series handsets ................................................13 White Papers ..............................................................................................................14 Conventions Used In This Document .............................................................................15 Icons ...........................................................................................................................15 Typography .................................................................................................................16 Part I: Getting Started with CMS ......................... 18 How Secure is CMS? .......................................................................................................18 Setting HTTPS ............................................................................................................19 Chapter 1: CMS 2.x Server Requirements ................................ 20 Minimum Requirements ..................................................................................................20 Capacity Guidelines .........................................................................................................20 Chapter 2: Installing the CMS ............................................... 22 VM ESXi 5.x Server Installation Overview ......................................................................22 CMS 2.0 Infrastructure Installation Instructions ............................................................22 Backing up the VM ...........................................................................................................26 Creating your CMS Account and Logging in .................................................................26 Logging in to CMS ...........................................................................................................27 Part II: Shared CMS Features ............................. 28 Chapter 3: About Us .......................................................... 29 What is the Account Key? ...............................................................................................30 What is the CMS Certificate? ..........................................................................................30 721-0036-000_G.docx July 2019 3 Spectralink CMS Administration Guide Chapter 4: Licenses ........................................................... 31 CMS License ....................................................................................................................32 Chapter 5: Wireless Profiles ................................................ 33 Wireless Profile Security .................................................................................................33 Open Network .............................................................................................................34 WEP ............................................................................................................................34 WPA/WPA2 PSK .........................................................................................................35 802.1x EAP (WPA2 Enterprise) Set up .......................................................................35 Managing Wireless Profiles ............................................................................................37 Part III: PIVOT Configuration Management ............ 38 Navigation ........................................................................................................................38 Banner ........................................................................................................................38 Navigation pane ..........................................................................................................38 Deployment Sequence ....................................................................................................40 Chapter 6: PIVOT Batch Configuration ................................... 42 MAC address ..............................................................................................................43 Owner info ...................................................................................................................44 Group name ................................................................................................................44 SIP extension number .................................................................................................44 SIP username .............................................................................................................45 SIP password ..............................................................................................................45 Upload .csv to CMS ....................................................................................................45 Behavior of Subsequent .csv Imports ............................................................................46 Generate .csv from Legacy CMS ....................................................................................46 Chapter 7: PIVOT Devices ................................................... 47 Approving Devices via Holding Area ..............................................................................47 Device List ........................................................................................................................48 Device List actions ......................................................................................................49 Re-Deploying Devices .....................................................................................................50 Chapter 8: Updating PIVOT Code .......................................... 51 Upload files .................................................................................................................51 Manage files ................................................................................................................52 Updating Legacy Code ....................................................................................................53 721-0036-000_G.docx July 2019 4 Spectralink CMS Administration Guide Chapter 9: PIVOT Groups .................................................... 54 Chapter 10: PIVOT Configuration .......................................... 55 Understanding Enterprise, Group and Device Levels ...................................................55 Enterprise settings ......................................................................................................55 Group settings .............................................................................................................55 Device settings ............................................................................................................56 Understanding Default Settings ......................................................................................56 Deleting Default Settings .............................................................................................57 Config Manager ................................................................................................................58 Wireless / Networking ......................................................................................................59 Wireless profiles ..........................................................................................................59 IPv6 .............................................................................................................................59 Unsecured wireless networks available notification .....................................................60 802.11n .......................................................................................................................60 Wi-Fi frequency band ..................................................................................................60 Standby roaming threshold .........................................................................................61 Device Security ................................................................................................................62 Allow user to change lock screen password, Make passwords visible .........................62 Display Owner info on lock screen ..............................................................................63 Allow unknown application sources .............................................................................63 Enable Admin password prompt ..................................................................................63 Lock screen after .........................................................................................................64 Owner info ...................................................................................................................64 Non Wi-Fi Certificates .................................................................................................64 Admin password..........................................................................................................64 Emergency Contacts .......................................................................................................65 Contact name, contact number ...................................................................................66 General Settings ..............................................................................................................66 LDAP .................................................................................................................................67 LDAP server address ..................................................................................................68 LDAP server port .........................................................................................................68 Communication security type ......................................................................................69 LDAP bind DN .............................................................................................................69 LDAP bind PW ............................................................................................................69 LDAP base DN ............................................................................................................70 Primary email attribute ................................................................................................70 Alternate email attribute ..............................................................................................70 Push to talk ......................................................................................................................71 Enable settings ...........................................................................................................71 Channel settings .........................................................................................................72 SAFE / Panic .....................................................................................................................73 SIP Telephony ..................................................................................................................75 721-0036-000_G.docx July 2019 5 Spectralink CMS Administration Guide Enable SIP ..................................................................................................................75 Registration 1 and 2 ....................................................................................................76 Server address ............................................................................................................77 Server Port ..................................................................................................................77 Transport.....................................................................................................................78 Extension ....................................................................................................................78 Username ...................................................................................................................79 Password ....................................................................................................................79 Voicemail retrieval address .........................................................................................79 Use SIP standard hold signaling .................................................................................80 Force subscription to message waiting notifications ....................................................80 Common settings ........................................................................................................82 Audio codec priority .....................................................................................................83 System Log ......................................................................................................................84 Web API ............................................................................................................................88 Enable API Calls .........................................................................................................88 Web API Format Type .................................................................................................89 Polling Username, Polling Password ...........................................................................89 Polling Respond Method .............................................................................................89 Push Username / Push Password ...............................................................................90 Allow message priority ................................................................................................90 Push ringtone ..............................................................................................................90 Server root URL ..........................................................................................................91 Web API Event URLs ..................................................................................................91 Label ...........................................................................................................................92 URL .............................................................................................................................92 Settings .......................................................................................................................93 Web Applications .............................................................................................................94 Label, URL ..................................................................................................................94 Barcode Scanner .............................................................................................................95 Enable Camera as a Scanner .....................................................................................95 Symbology Settings ....................................................................................................96 Quick Barcode Connect ..................................................................................................98 Encryption ...................................................................................................................98 Connection timeout .....................................................................................................99 Response timeout .......................................................................................................99 Keep-alive timeout ......................................................................................................99 Inactivity timeout .........................................................................................................99 Operation Mode ........................................................................................................ 100 Server Address ......................................................................................................... 100 Server Port ................................................................................................................ 100 Passphrase ............................................................................................................... 100 Barcode Ringtone ..................................................................................................... 101 721-0036-000_G.docx July 2019 6 Spectralink CMS Administration Guide Chapter 11: Add Wireless Profiles to PIVOT ........................... 102 Open Network ........................................................................................................... 103 WEP .......................................................................................................................... 103 WPA/WPA2 PSK ....................................................................................................... 103 802.1x EAP (WPA2 Enterprise) Set up ..................................................................... 104 Managing Wireless Profiles .......................................................................................... 106 Chapter 12: PIVOT Certificate Manager ................................. 107 Installing generic CA certificates or PAC files ............................................................ 107 Managing certificates ................................................................................................ 108 Chapter 13: Replace a PIVOT Device .................................... 109 Chapter 14: PIVOT Feature / Device Licenses ......................... 110 CMS license .............................................................................................................. 110 Feature license ......................................................................................................... 111 Part IV: Spectralink 84-Series Configuration Management ................................................ 113 Logging in to CMS ......................................................................................................... 113 Navigation ...................................................................................................................... 114 Banner ...................................................................................................................... 114 Navigation pane ........................................................................................................ 114 Logout ............................................................................................................................ 116 Switch to PIVOT ............................................................................................................. 116 Deployment Sequence .................................................................................................. 116 Basic Configuration ................................................................................................... 117 Advanced Configuration ............................................................................................ 118 Chapter 15: Spectralink 84-Series Batch Configuration............. 119 SIP setup ........................................................................................................................ 119 MAC address ............................................................................................................ 120 Type .......................................................................................................................... 121 Server address .......................................................................................................... 121 Server Port ................................................................................................................ 122 Extension .................................................................................................................. 122 UserID ....................................................................................................................... 122 Display name ............................................................................................................ 123 Line Label ................................................................................................................. 123 721-0036-000_G.docx July 2019 7 Spectralink CMS Administration Guide Upload .csv to CMS ....................................................................................................... 124 Chapter 16: Spectralink 84-Series Devices ............................ 125 Device Holding Area ...................................................................................................... 125 Approving Devices via Holding Area ......................................................................... 125 Device List ...................................................................................................................... 127 Device List actions .................................................................................................... 128 Re-Deploying Devices ................................................................................................... 129 Chapter 17: Spectralink 84-Series Groups ............................. 130 Group Name ............................................................................................................. 131 Associate Devices ..................................................................................................... 131 Manage Groups ........................................................................................................ 132 Chapter 18: Spectralink 84-Series Configuration ..................... 133 Understanding Enterprise, Group and Device Levels ................................................. 133 Enterprise settings .................................................................................................... 133 Group settings ........................................................................................................... 133 Device settings .......................................................................................................... 134 Understanding Default Settings .................................................................................... 135 Config Manager .............................................................................................................. 136 Logging .......................................................................................................................... 137 Global Log settings ................................................................................................... 137 Module Log Level Limits ............................................................................................ 138 SIP Registration ............................................................................................................. 141 Base Profile ............................................................................................................... 141 Skype for Business (not available in R2.4) ................................................................ 141 Open SIP .................................................................................................................. 141 Lines ......................................................................................................................... 142 Server Settings ......................................................................................................... 144 Web App ......................................................................................................................... 146 APP URL(s) .............................................................................................................. 146 Web Browser ............................................................................................................ 146 Phone State Polling ................................................................................................... 147 Push Request ........................................................................................................... 148 Telephony Notification ............................................................................................... 150 Open Application Interface ........................................................................................ 151 Call Features .................................................................................................................. 153 Call Handling ............................................................................................................. 153 Phone Lock ............................................................................................................... 153 Tones .............................................................................................................................. 154 Ring Type Mapper ..................................................................................................... 154 721-0036-000_G.docx July 2019 8 Spectralink CMS Administration Guide Alert Type Mapper ..................................................................................................... 154 Personal Alarms ............................................................................................................ 155 Motion events ............................................................................................................ 156 Alarms and Warnings ................................................................................................ 158 Duress Settings ......................................................................................................... 160 Enhanced Feature Keys ................................................................................................ 163 Push to Talk ................................................................................................................... 163 General Settings ....................................................................................................... 164 PTT Channels ........................................................................................................... 164 Wireless .......................................................................................................................... 166 Configuring radio frequency settings ......................................................................... 166 Chapter 19: Spectralink 84-Series Custom Settings ................. 169 Import Configuration ..................................................................................................... 169 Create Configuration ..................................................................................................... 170 Download and Edit Custom Settings Files................................................................... 171 Apply Custom Settings File(s) ...................................................................................... 171 Apply Custom Setting to a Device ............................................................................. 172 Apply Custom Setting to a Group .............................................................................. 172 Apply Custom Settings to the Enterprise ................................................................... 173 Chapter 20: Spectralink 84-Series Resource File ..................... 174 Chapter 21: Spectralink 84-Series OTA Files—Updating Spectralink 84xx Code ..................................................................... 175 Upload files ............................................................................................................... 175 Manage files .............................................................................................................. 176 Chapter 22: Spectralink 84-Series RMA--Replace Device ........... 177 Part V: Appendices ........................................ 180 Appendix A: Open Source Information ................................. 181 OFFER for Source for GPL and LGPL Software .......................................................... 181 Contact Information for Requesting Source Code ..................................................... 181 Appendix B: Products Mentioned in this Document ................. 182 721-0036-000_G.docx July 2019 9 About This Guide The primary tool for administering a volume of Spectralink devices is CMS, the Configuration Management System. CMS provides a GUI program that is opened in a browser and provides an easy and intuitive way to configure and manage the deployment of many devices. Spectralink 84-Series handsets and Spectralink PIVOT smartphones can be administered with CMS. An administrator can configure any handset or smartphone’s administrative settings in CMS. These settings can be configured at the Device level for a single device, at a Group level for a subset of devices or at an Enterprise level for every device deployed within a facility. These settings are picked up by all registered devices when they heartbeat into CMS. An administrator can “see” devices in the Device list. Each device provides information as part of its heartbeat and this information enables an administrator to check on activity and usage information. CMS is designed to be the exclusive configuration method for Admin menu options. If devices are configured manually through their Admin menus, CMS will not “know” about these changes. Existing CMS configuration settings will overwrite any manual changes at the next heartbeat. Deployment process What is QNC? Quick Network Connect utilizes a customized version of a commercially available Raspberry Pi to simplify the wireless provisioning of your Spectralink devices. When connected to a PC, QNC provides a browser-based GUI that provides you with the wireless configuration parameters you need to set in order for PIVOT to associate with the wireless LAN. Once the configuration is completed, a connection between QNC and a device loads the wireless parameters into the smartphone. See Quick Network Connect Administration Guide for complete information. 721-0036-000_G.docx July 2019 10