Working with Phone Configuration Profiles
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Profile ✓ Proxyserveraddress ✓ Realpresence ✓ Click ✓ Phones Summary:
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- To ensure out-of-box usability, the Real Presence Resource Manager system comes with many read-only Polycom standard (pre-defined) Configuration profiles.
- For associated phones behind firewall, you can only click Save to wait for the updates taking effect automatically at the next polling interval.
- Related Topics Monitor Phones Behind Firewall The Real Presence Resource Manager system comes with a pre-defined Configuration profile , Notification ServerURL-External.
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Working with Phone Configuration Profiles When you manage phones, you can configure them by using Configuration profiles. As soon as a phone is configured to use the RealPresence Resource Manager system for its provisioning server, it starts polling for Configuration profile updates. The default polling interval is 3:00 am to 5:00 am every day. After the RealPresence Resource Manager provisions a phone, the phone ’s REST API is enabled and its administrator password changes to seven hundred and eighty-nine . You can use the AdminPassword-Change-Template Configuration profile to create and define a custom device admin password. You cannot define 456 as a device password. To ensure out-of-box usability, the RealPresence Resource Manager system comes with many read-only Polycom standard (pre-defined) Configuration profiles. These profiles provide Polycoms recommended Configuration for the associated feature that they enable. You can directly assign these profiles devices and use them as necessary. Polycom may remove or update Polycom Standard profiles as the Configuration recommendation to customers change, or as features are no longer applicable. Please see the Polycom UC Software Administration Guide for complete documentation on the features of your Polycom phones. Polycom CX5100 does not support sync messages from the RealPresence Resource Manager system. For example, after making changes to a Configuration profile applied to CX5100 endpoints, and click Save and Apply to apply the changes immediately, CX5100 cannot respond and reboot to accept the changes. The changes take effect at the next polling interval. You also can manually reboot CX5100 to apply the changes. Create a Phone Configuration Profile You can create new profiles to customize the settings of phones you provision. You can either create a new one or copy a pre-defined profile and make necessary changes Users with the Provision Profiles permission can edit profiles. To create a Configuration profile: one Go to Endpoint > Phone Management > Configuration Profiles . two Click Add . 3 In the General Information tab of the Add New Configuration Profile dialog, enter a name and description for the new provisioning profile. File name cannot contain / \ : * ? < > |. 4 Click the Configuration Attributes tab. five (Optional) In the Software section, select the endpoint type and a software image. Ø The selected version is used to update the phones under certain condition. See Set a Software Update Policy for details. Ø When a software image is selected, the system will use the attributes defined in its XSD file instead of the default XSD file. six Add phone ’s provisioning attribute in one of the following ways. When there is an overlap of the attributes, the latest edit will take effect. Ø Standard Fields Enter text (two or more characters) to search attributes in a XSD file. t If you selected a software image with XSD file in the previous step, the system will search attributes in the XSD file packed in the software image. t If you have uploaded a customized XSD file from the Endpoint > Phone Management > Phone Management Settings page. The system will search attributes in the uploaded XSD file. t The system also comes a default XSD file that contains phone Configuration elements that you can use. By default, the system searches attributes in the default XSD file. Ø Custom Fields You can enter an attribute that is not included in the XSD file and click Apply to add this attribute. XSD validation will not apply to the customized attributes. Ø Import from File Browse to select a CFG or XML file containing the attributes. The file can contain customized attributes that are not included in the specified XSD file. Ø Paste Configuration XML Paste a piece of XML containing the attributes and click Apply. You can paste customized attributes that are not included in the specified XSD file. 7 Click OK to save the changes. Related Topics Edit a Phone Configuration Profile You can only edit user defined Configuration profiles that you created. To edit an customized profile: one Go to E ndpoint > Phone Management > Configuration Profiles . 2 Use one of the following ways to open the Edit Configuration Profile dialog. Ø Select a user defined profile and click Edit . Ø Click a user defined profile hyper link. All editable customized profiles are shown as hyper links in blue. 3 As needed, edit the provisioning details. 4 Do one of the following for Configuration profiles in use: Ø Click Save and Apply to apply the updates to the associated on-line phones now. This operation may reboot the phones. If the associated phones are off-line, the phones will receive the changes when the phones connect to the RealPresence Resource Manager system. If the profile has not been applied to any phones before, Save and Apply will not be displayed. Ø Click Save to wait for the updates taking effect automatically at the next polling interval. If this profile has not been applied to any phones before, click Save to save the changes. For associated phones behind firewall, you can only click Save to wait for the updates taking effect automatically at the next polling interval. Copy a Configuration Profile You can copy a Polycom standard profile or an user defined profile and create your own profiles based on cloned profiles. To create an customized profile based on a cloned profile: one Go to E ndpoint > Phone Management > Configuration Profiles . 2 Select a profile and click Clone . 3 In the Copy Configuration Profile dialog, enter a name and description for the new provisioning profile. 4 Edit the attribute as needed. five Click OK . Customize the Configuration Profile List You can customize your Configuration profile list by using filter. To customize the Configuration Profile list: one Go to E ndpoint > Phone Management > Configuration Profiles . 2 Click Filter to filter Configuration profile list by specific conditions. 3 Press Enter to do the search . 4 Click Reset to clean all the conditions before another search. 5 Enter a key word in the Search field beside Filter to search the key word among the filter results. six Sort the profile list by clicking arrow beside the headings of each column. Special characters such as # and @ cannot be used to sort. View CSV Imported Configuration ProfilesCSV-imported profiles are not displayed by default. To display CSV imported profiles : one Go to E ndpoint > Phone Management > Configuration Profiles . 2 Click . 3 Select CSV Imported as Profile Type. View a Configuration Profile Detail You can view the details for both Polycom standard and user defined profiles. To view details of a profile: one Go to E ndpoint > Phone Management > Configuration Profiles . 2 Select a profile and click View Details . The detail information displays on the right. Delete a Phone Configuration Profile You can only delete user defined Configuration profiles that you created. To delete an provisioning profile: one Go to Endpoint > Phone Management > Provisioning Profiles. 2 Select an user defined profile and click Delete . 3 Do one of the following to confirm the deletion: Ø Click Delete and Apply to delete the profile and remove its phones’ association right now. This operation may reboot the phones. If the associated phones are offline, the profile association will be removed when the phones connect to the RealPresence Resource Manager system. If the profile has not been applied to any phones before, Delete and Apply is not displayed. Ø Click Delete to remove the phones’ profile association. The deletion will apply to the related phones automatically at the next polling interval. 4 If this profile has not been applied to any phones before, click Delete to delete the profile. For associated phones behind firewall, you can only click Delete to wait for removing the phones profile association automatically at the next polling interval. Export Configuration Profiles This operation export one user defined profile or all user defined profiles to a ZIP file. You cannot export Polycom standard and CSV imported profiles. To export Configuration profile(s) : one Go to Endpoint > Phone Management> Configuration Profiles . 2 Do one of the following: Ø Select a user defined profile and click Download to export this profile. Ø Click More > Export User Defined Profile to export all user defined profiles. Register Phones to a SIP Server After registering to a SIP call server, you can make calls using the phones. To register to a SIP sever: one Go to Endpoint > Phone Management > Configuration Profiles . 2 Create a profile containing the call server fields. For example, create a profile named SIP_server containing the following fields: voIpProt.server.1.address=server_IPaddress voIpProt.server.1.port=Port voIpProt.server.1.transport=TCPpreferred three Go to Endpoint > Phone Management > Profiles Deployment . 4 Apply the profile to certain phones based on conditions. Related Topics Monitor Phones Behind Firewall The RealPresence Resource Manager system comes with a pre-defined Configuration profile , NotificationServerURL-External. This profile contains the parameters that you need to specify to monitor the SIP register status and call status of phones behind firewall. You can view the status from the Endpoint > Monitor View page. To monitor phones behind firewall : one Go to Endpoint > Phone Management > Configuration Profiles . 2 Click Filter and select Profile Name. 3 Enter NotificationServerURL-External. four Click Search . 5 Select NotificationServerURL-External. 6 Click Clone . 7 In the Configuration Attributes tab, replace ProxyServerAddress with your proxy server address in the following parameters. For example, the RealPresence Access Director address. Ø apps.statePolling . URL=https://ProxyServerAddress/PlcmRmWeb/device/PhoneStatus Ø apps.telNotification . URL=https://ProxyServerAddress/PlcmRmWeb/device/PhoneStatus eight Click OK . 9 Go to Endpoint > Phone Management > Profiles Deployment. 10 Apply this profile to the phones behind firewall per the conditions. Related Topics Working with Resource Files Resource files can be any type of file used for configuring phones. For example, you can upload image files and configure the system to use the files as phone icons in your Configuration profile. Upload Resource FileUploading resource files under 50 MB is recommended. To upload resource file: one Go to Endpoint > Phone Management > Resource Files. 2 Click Add to open the Upload Resource Files dialog. 3 Browse to the file to be uploaded. 4 Enter a description. 5 Click OK to upload the file. Download Resource FileYou can download the resource files and check the content. To download resource file: one Go to Endpoint > Phone Management > Resource Files. two Select a resource file to download. You can download a single file each time. 3 Click Download to download the selected file. Delete Resource FilesYou can delete one or more resource files. To delete resource files: one Go to Endpoint > Phone Management > Resource Files. 2 Select a resource file or click Switch Selection Types to select multiple resource files. three Click Delete . four Click OK to confirm the deletion . Refresh Resource Files Refresh the Resource Files page to see the resource files changes made by other users. To Refresh resource files : one Go to Endpoint > Phone Management > Resource Files. 2 Click Refresh . Filter the Resource File ListYou can customize your resource file list by using filter. To customize the Endpoint Group list: one Go to E ndpoint > Phone Management > Resource Files. 2 Click Filter to filter resource files by File Name or Uploaded By condition. 3 Press Enter to do the search . 4 Click Reset to clean all the conditions before another search. 5 Enter a key word in the Search field beside Filter to search the key word among the filter results. Uploading the Phone Files RealPresence Resource Manager supports uploading global 000000000000-* file for all provisioned phones and uploading files for specific phones. ● When you upload a global 000000000000-* file as a resource file, for example, 000000000000-directory.xml, or 000000000000-license.cfg file, this file will be applied to all the phones that are provisioned by the RealPresence Resource Manager system. Phones will get the 000000000000-* file after connecting to the system . ● You can also select a specific phone and upload files for this phone. After a phone connects to RealPresence Resource Manager, it first get the files uploaded for it. If there is no specific file for this phone, then the phone gets the global 000000000000-* file for its use. Upload the Phone File When uploading phone files, you must upload the files to the correct directory, based on the purpose of the files. The system supports CFG, XML, CSV, PEM, CRT, and CER file types and the following directories : ● MISC FILES ● CONTACTS DIRECTORY ● OVERRIDES DIRECTORY ● LICENSE DIRECTORY ● USER PROFILES DIRECTORY ● CERTIFICATE DIRECTORY ● FLK DIRECTORY See the Polycom UC Software Administrator Guide for details on the directories. To upload phone files : 1 Go to Endpoint > Monitor View. two Select a phone . three Click MORE > Upload Phone File . 4 Select a file directory. 5 Browse and select a supported file. six Click OK . seven After you upload the files, click View Details to display the phone’s detail information. The Others section contains these files.
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