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T A L K S W I T C H D O C U M E N T AT I O N ADDING IP PHONES TO TALKSWITCH RELEASE 6.12 C T.T S 0 0 5 .
COPYRIGHT INFORMATION © 2009 TalkSwitch, a division of Centrepoint Technologies Inc. All rights reserved. TalkSwitch®, the TalkSwitch logo, Concero®, answers with intelligence®, owner friendly™, seller friendly™, vendor friendly™ and channel friendly™ are registered trademarks or trademarks of Centrepoint Technologies Inc. Reproduction, adaptation or translation without prior written permission is prohibited, except as allowed under the copyright laws.
TA BLE OF CO NTENTS INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Supported IP phones. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
TalkSwitch Phone Programmable Key Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Adding Polycom IP Phones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Adding a Polycom phone to the TalkSwitch system configuration. . . . . . . . . . . . . . . . . . . . . . . . . 22 Activate extension area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
I N T RO D UCT I O N This guide describes how to configure an IP phone as a local extension. An IP phone can be internal (located in the office) or external (located outside the office). SUPPORTED IP PHONES We recommend TalkSwitch® IP phones and supported third-party IP phones for ease of configuration.
EXTERNAL IP EXTENSIONS An external IP extension is an IP phone located outside the office that is configured as a local extension. External IP extensions can be assigned to any VoIP-equipped TalkSwitch unit that can connect to the phone over a public or private network. See Configuring the router below. For additional information see Connecting to a network in the VoIP Network Configuration Guide. All VoIP lines are shared by default. If necessary, you can reserve VoIP lines for external IP extensions.
2. If required, click the Manual Port Mapping Required link. The Manual Port Mapping window appears. It lists the packet type, port number, IP address and protocol of each required port. 3. To access the router configuration: a) Click the link containing the IP address of the gateway. The default browser starts, and prompts you for the router’s user name and password. b) Enter the router’s user name and password. The browser shows a setup screen. c) Navigate to the screen used to set up port forwarding.
Configuring the router manually If you cannot access the router configuration through the IP Configuration page, configure the router manually. 1. Open the router configuration and navigate to the screen used to set up port forwarding. See your router documentation. 2. Map port 5060 (Type: UDP) to the TalkSwitch unit acting as local proxy. Port 5060 is the default port for forwarding SIP signaling data to the TalkSwitch system. If required, you can map a different port.
CO N F I G U R I NG YO U R I P P H O N E ADDING TALKSWITCH TS-350i AND TS-550i IP PHONES Connecting the TalkSwitch IP phone to the network 1. Connect a network cable between the LAN port on the phone (marked ) and your network (i.e. router or LAN connection). The TalkSwitch 350i and 550i IP phones also have a PC port. The PC port can be used to connect the PC to the network if only one network connection is available. 2. Connect power to the phone, either using the optional power adapter or an 802.
3. Enter the user’s First name and Last name. The names are used for caller ID, and appear within other pages of the TalkSwitch management software. The Last name is used with the dial-by-name directory. 4. If necessary, select TalkSwitch as the Type of phone, and then select the model. 5. Select the language for prompts heard by the user of the extension in the System prompt language list. Setting the prompt language will also change the language for text displayed on the phone itself.
• You can enter the Phone MAC Address manually. This is the required method if you are setting up an external IP extension. The MAC Address is a 12-digit alphanumeric string located in the barcode on the bottom of the phone and the box the phone came in. 4. Choose File > Save. The system will create a configuration file that the phone will download when the phone is restarted. About programmable function keys The TS-350i has 6 programmable functions keys, and the TS-550i has 22 programmable keys.
Saving a key assignment template You can use the template file as a starting point for the key assignments for another extension. After setting up the key assignments: 1. Click Save Template As to save the key assignments to a template file. The Save Template As window appears. 2. Enter the filename of the template file, and then click Save. Using a key assignment template 1. To display the key assignments from a template file, click Open Template. The Open Template window appears. 2.
4. Use the Print Labels button to print a label showing the key configuration. Cut out the printed label and insert it in the phone next to the key lights. 5. Your key assignments can be saved as a template for programming additional phones. See Saving a key assignment template on page 8.
ADDING TALKSWITCH TS-9112i, TS-9133i AND TS-480i IP PHONES To add a TalkSwitch TS-9112i, TS-9133i or TS-480iIP phone within your office, connect the phone to the LAN and follow the prompts on the phone to set the extension number. The phone will work right away. Later you can complete the configuration in the TalkSwitch management software. Alternatively, you can connect the phone to the network, skip setting the extension number and then do the configuration using the TalkSwitch management software.
c) Press the down arrow key on the TS-9112i or TS-9133i, or press the Enter softkey on the TS-480i. The phone displays the following prompt. TS-9112i TS-9133i TS-480i Done! Reboot Now Done! Reboot Now Success! Reboot the phone ^=Cancel v=Enter ^=Cancel v=Enter If you have not entered a valid available extension number, the phone returns to step a. d) Press the down arrow key on the TS-9112i or TS-9133i, or press the Reboot softkey on the TS-480i.
IP extension details area If you connected a TalkSwitch TS-9112i, TS-9133i or TS-480i IP phone to the LAN and used it to select an extension number, the IP Extension Details area for that extension will be complete. If necessary, perform the following steps: 1. Set the Location. Choices are: • Internal — The phone is an internal IP extension located within the office, and is connected to the same LAN as the TalkSwitch unit.
ii) Select the MAC address of the IP phone for the current extension, and then click Select. • You can enter the Phone MAC Address manually. This is the required method if you are setting up an external IP extension. The MAC Address is a 12-digit alphanumeric string located in the barcode on the bottom of the phone and the box the phone came in. 4. Choose File > Save. The system will create a configuration file that the phone will download when the phone is restarted.
Programming TS-480i softkeys 1. Click Configure Keys. This button is enabled if the IP Extension Details area is complete. The TalkSwitch 480i window appears. 2. Select up to 14 softkey options. For each option, select the Function and the Resource (if applicable). The function keys can be assigned for Line Appearance, Extension Appearance, Queue Appearance, Voicemail, Do Not Disturb (DND), Park, Unpark, Call Pickup (any or specific extension), show Queue, or Overhead Page.
6. Use the keypad to enter the public IP address or FQDN of the TalkSwitch system, and then press Set or Done. 7. Reboot the phone. After a short delay, the phone will indicate it is initializing the network, checking for firmware updates, and following automatic programming steps. During this process the phone contacts the TalkSwitch unit, which automatically registers and configures the phone. When complete, the phone will display the extension name and extension number. The phone is now ready for use.
ADDING TALKSWITCH TS-850i IP PHONES Installing the base 1. Install the TS-850i base according to the instructions in the TS-850i Start Guide. 2. Connect the Ethernet cable from the WAN port on the base to a LAN port on your router or Ethernet switch. The TalkSwitch unit must be connected to the same LAN. 3. Install the TS-850i handset(s) and allow them to register with the TS-850i, according to the instructions in the TS-850i Start Guide.
IP extension details area 1. Set the Location. Choices are: • Internal — The phone is an internal IP extension located within the office, and is connected to the same LAN as the TalkSwitch unit. • External — The phone is an external IP extension located outside the office, and is connected to the TalkSwitch unit over the internet. See External IP extensions on page 2 Warning: Calls to an emergency service number using an external IP extension will not send the correct address to the emergency operator.
4. Select the Handset ID for the extension. Use the handset name as shown on the handset screen. 5. After configuring the extensions, choose File > Save. The TalkSwitch system will automatically configure each handset. Programming the TalkSwitch TS-850i IP phone as an external IP extension If you are setting up an external IP extension, you must ensure there is a communication path over the network between your phone and your TalkSwitch systsem. See Configuring the router on page 2.
Checking and updating firmware Occasionally, you may want to check and/or update the TS-850i firmware. To check the firmware version: 1. In Idle mode, press the Increase Volume button on the left side of the handset. After a brief delay the phone will display a System Status screen. 2. Press the down arrow button to show the second screen, which includes the firmware version (next to the title "SW:").
TALKSWITCH PHONE PROGRAMMABLE KEY FUNCTIONS Many TalkSwitch IP phone models offer programmable keys. The function and associated resources are assigned using TalkSwitch Management Software in the Local Extensions/Fax > IP Extension Details > Configure Keys page. Supported functions for a phone model typically include most of the items listed below. • Line appearance — Select a telephone line or VoIP number as the resource.
• Pickup any — Do not select a resource. Press the button or softkey to answer a call from an outside number ringing any extension. Lights or icons are not used for Pickup keys. Note: You can also pick up a call by pressing *9#. • Pickup ext — Do not select a resource. Press the button or softkey, dial an extension, then dial # (or softkey again) to answer a call from an outside number or extension ringing the selected extension. Lights or icons are not used for Pickup keys.
ADDING POLYCOM IP PHONES Adding a Polycom phone to the TalkSwitch system configuration 1. Launch the TalkSwitch management software. 2. Select the Local Extension/Fax page. 3. Select the Extension tab. 4. Select an available extension number. Activate extension area 1. Select the Activate Extension check box. 2. Set the Extension type to IP extension. 3. Enter the user’s First name and Last name. The names are used for caller ID, and appear within other pages of the TalkSwitch management software.
2. If you are setting up an external IP extension, select the Time Zone of the IP phone. 3. Enter the Phone MAC Address. This is a 12-digit alphanumeric string located in the barcode. The MAC address allows the TalkSwitch unit to connect to the IP phone and automatically configure it. 4. Choose File > Save. The system will create a configuration file that the phone will download when the phone is restarted.
1. Select the IP Configuration page. 2. If required, click the Manual Port Mapping Required link. The Manual Port Mapping window appears. It lists the packet type, port number, IP address and protocol of each required port. 3. To access the router configuration: a) Click the link containing the IP address of the gateway. The default browser starts, and prompts you for the router’s user name and password. b) Enter the router’s user name and password. The browser shows a setup screen.
Configuring the router manually If you cannot access the router configuration through the IP Configuration page, configure the router manually. 1. Open the router configuration and navigate to the screen used to set up port forwarding. See your router documentation. 2. Map port 5060 (Type: UDP) to the TalkSwitch unit acting as local proxy. Port 5060 is the default port for forwarding SIP signaling data to the TalkSwitch system. If required, you can map a different port.
Programming the Polycom IP phone The TalkSwitch system automatically configures the necessary parameters required for the proper operation of the Polycom phone with TalkSwitch. On the phone: 1. Press the Menu key and select Settings > Advanced. 2. Enter the password, and then press the Enter key. By default this is 456. When the TalkSwitch unit configures the phone, it changes the password to 23646 (which spells “admin” on the telephone keypad). 3. Select Admin Settings > Network Configuration. 4.
Downloading and extracting firmware files Firmware files for supported IP phones can be found at http://global.talkswitch.com. 1. Download the firmware file required for your phone from the URL above. The files are contained in ZIP archives. 2. Extract the firmware files into the TFTP program root directory location.
ADDING GRANDSTREAM IP PHONES Adding a Grandstream phone to the TalkSwitch system configuration 1. Launch the TalkSwitch management software. 2. Select the Local Extension/Fax page. 3. Select the Extension tab. 4. Select an available extension number. Activate extension area 1. Select the Activate Extension check box. 2. Set the Extension type to IP extension. 3. Enter the user’s First name and Last name. The names are used for caller ID, and appear within other pages of the TalkSwitch management software.
2. If you are setting up an external IP extension, select the Time Zone of the IP phone. 3. Enter the Phone MAC Address. This is a 12-digit alphanumeric string located below the second barcode. The barcode label is on the bottom of the phone. The MAC address allows the TalkSwitch unit to connect to the IP phone and then automatically configure it. 4. Choose File > Save. The system will create a configuration file that the phone will download when the phone is restarted.
2. If required, click the Manual Port Mapping Required link. The Manual Port Mapping window appears. It lists the packet type, port number, IP address and protocol of each required port. 3. To access the router configuration: a) Click the link containing the IP address of the gateway. The default browser starts, and prompts you for the router’s user name and password. b) Enter the router’s user name and password. The browser shows a setup screen. c) Navigate to the screen used to set up port forwarding.
Configuring the router manually If you cannot access the router configuration through the IP Configuration page, configure the router manually. 1. Open the router configuration and navigate to the screen used to set up port forwarding. See your router documentation. 2. Map port 5060 (Type: UDP) to the TalkSwitch unit acting as local proxy. Port 5060 is the default port for forwarding SIP signaling data to the TalkSwitch system. If required, you can map a different port.
Programming a Grandstream IP phone 1. Note the IP address that appears on the screen of the Grandstream phone. 2. In a web browser, enter the IP address in the Address field. 3. Enter the password. By default this is admin. When the TalkSwitch unit configures the phone, it changes the password to 23646 (which spells “admin” on the telephone keypad). The Grandstream Device Configuration page appears. 4. On the Grandstream Device Configuration page, click Advanced. 5.
Installing a TFTP application You require a TFTP server application to update the phone firmware. One such free TFTP utility can be downloaded from Solarwinds at the following URL: http://support.solarwinds.net/updates/New-customerFree.cfm?ProdId=52 1. Download and install the TFTP program. 2. Take note of the location of the TFTP program root directory location. The phone firmware files are extracted to this directory in the next section. (i.e. for Solarwinds TFTP, the root directory is C:\TFTP-Root).
ADDING COUNTERPATH IP PHONES Adding a Counterpath phone to the TalkSwitch system configuration 1. Launch the TalkSwitch management software. 2. Select the Local Extension/Fax page. 3. Select the Extension tab. 4. Select an available extension number. Activate extension area 1. Select the Activate Extension check box. 2. Set the Extension type to IP extension. 3. Enter the user’s First name and Last name. The names are used for caller ID, and appear within other pages of the TalkSwitch management software.
Warning: Calls to an emergency service number using an external IP extension will not send the correct address to the emergency operator. We strongly recommend that you apply a warning label to any external IP extension stating: If an emergency call is made from this phone, you must provide your address to the emergency operator. 2. If the phone can be used as an external IP extension, select the Time Zone of the IP phone. 3. Enter the Username and Password.
1. Select the IP Configuration page. 2. If required, click the Manual Port Mapping Required link. The Manual Port Mapping window appears. It lists the packet type, port number, IP address and protocol of each required port. 3. To access the router configuration: a) Click the link containing the IP address of the gateway. The default browser starts, and prompts you for the router’s user name and password. b) Enter the router’s user name and password. The browser shows a setup screen.
Configuring the router manually If you cannot access the router configuration through the IP Configuration page, configure the router manually. 1. Open the router configuration and navigate to the screen used to set up port forwarding. See your router documentation. 2. Map port 5060 (Type: UDP) to the TalkSwitch unit acting as local proxy. Port 5060 is the default port for forwarding SIP signaling data to the TalkSwitch system. If required, you can map a different port.
2. Click the Add button. The Properties of Account1 window appears. 3. Enter the User Details in the Account tab. a) Set the Display Name to the name for Caller ID. b) Set the User name to the local extension number. c) Set the Password to the Password set up in step 3 of IP extension details area on page 34. d) Set the Authorization user name to the Username set up in step 3 of IP extension details area on page 34.
5. Set up the Voicemail tab. a) Select Check for voice mail. b) Enter ** in the Number to dial for checking voicemail field. c) Enter * in the Number for sending calls to voicemail field. 6. Click OK to save settings and close the Properties of Account1 window. 7. Click Close to close the SIP Accounts window and enable the newly configured SIP account. Once closed, the phone display will show: • Discovering network… • Registering… • Ready, Your username is: [local extension number].
ADDING OTHER IP PHONES Other IP phones with the G.711 codec may work with TalkSwitch but not all features may be supported. We strongly recommend you use only the IP phones supported by TalkSwitch. If you connect an unsupported IP phone, select Other IP phone as the Type of phone. As TalkSwitch cannot enable features, or customizations of these phones, further configuration will be limited to the programmable options on the IP phone itself.
