SpectraLink 8020/8030 Wireless Telephone Handset Administration Tool Installation How to Use January 2008 Edition 1725-36039-001 Version C
SpectraLink 8020/8030 Wireless Telephones Handset Administration Tool: Installation, How to Use Trademark Information Notice Polycom® and the logo designs SpectraLink® LinkPlus Link NetLink SVP Are trademarks and registered trademarks of Polycom, Inc. in the United States of America and various countries. All other trademarks used herein are the property of their respective owners. Polycom, Inc. has prepared this document for use by Polycom personnel and customers.
About this Guide The Handset Administration Tool is a software utility developed by Polycom Corporation to automate the configuration of multiple SpectraLink 8020/8030 Wireless Telephones and perform various administration tasks. This document explains how to use the Handset Administration Tool to administer and configure the SpectraLink 8020/8030 Wireless Telephone (the handset).
SpectraLink 8020/8030 Wireless Telephone: Handset Administration Tool: Installation, How to Use LinkPlus Interface Guide (1725-361xx-001) where xx indicates a number corresponding to the type of PBX) Available at http://www.spectralink.com/resources/interface_guides.jsp. Customer Support Hotline Polycom wants you to have a successful installation. If you have questions please contact the Customer Support Hotline at 800-775-5330. The hotline is open Monday through Friday, 6 a.m. to 6 p.m. Mountain time.
Contents 0 About this Guide ............................................................. 3 Polycom Corporation Model Numbers ...............................3 Related Documents.................................................................3 Customer Support Hotline ....................................................4 Icons and Conventions...........................................................4 1 Handset Administration Tool Installation...........................
1 Handset Administration Tool Installation The Handset Administration Tool is a software utility installed on a PC with a USB port. It is designed as a time-saving device for rapid administration and configuration of a number of handsets. During operation, the USB cable must be connected from the PC’s USB port to the Dual Charger’s USB port.
SpectraLink 8020/8030 Wireless Telephone: Handset Administration Tool: Installation, How to Use Necessary components: • PC with a USB port running Windows 2000, Windows XP, or Windows Vista, • Dual Charger for the SpectraLink 8020/8030 Wireless Telephone, • Power supply for the appropriate country or region, • SpectraLink USB cable or comparable cable (with 5-pin “mini-B” connector). USB cables vary in their ability to make a proper connection to the Dual Charger’s USB port.
Handset Administration Tool Installation The InstallShield Wizard will continue with the install: 2. Click Next to continue. 3. The Destination Folder allows you to change the install to another folder or to simply install in the folder location displayed next to the folder icon. Click Next to continue. PN: 1725-36039-001_C.
SpectraLink 8020/8030 Wireless Telephone: Handset Administration Tool: Installation, How to Use 4. Click Finish to exit the InstallShield Wizard. The Handset Administration Tool will appear in your Programs list under the Start menu as HandsetAdmin and as an icon on your desktop. It may be launched like any other program. 10 PN: 1725-36039-001_C.
Handset Administration Tool Installation Installing the USB Driver The USB driver installation allows the Dual Charger to be the communication link between the handset and the PC. The folder containing the HandsetAdmin file contains the two USB driver files in a folder called USBDriver. The files are named slnkusb.sys and slnkusb.inf. 1. Find the USB driver files on the PC. 2. Place the Dual Charger on a flat, horizontal surface.
SpectraLink 8020/8030 Wireless Telephone: Handset Administration Tool: Installation, How to Use 5. Microsoft Windows will start the Found New Hardware Wizard. There is no need to connect to Windows Update, so select No, not this time and click Next. 6. The files need to be installed from a specific location, so select Install from a list or specific location (Advanced) and click Next. 12 PN: 1725-36039-001_C.
Handset Administration Tool Installation 7. Select Search for the best driver in these locations. a. Clear the check box Search removable media . b. Select the check box Include this location in the search. c. Browse to the HandsetAdmin program folder where the USB driver files have been downloaded. The default location is the Program directory. Select the USBdriver folder. d. Click Next. S 8. The following warning message from the Microsoft Wizard displays.
SpectraLink 8020/8030 Wireless Telephone: Handset Administration Tool: Installation, How to Use 9. Microsoft Wizard installs the USB driver software. 10. The final screen indicates that the USB driver has been successfully installed. Click Finish to close the wizard and proceed with handset configuration. 14 PN: 1725-36039-001_C.
2 Using the Admin Tabs Launch the Handset Admin program from the Start menu. You will need to accept the license agreement the first time the program is launched and whenever an update is installed. The Handset Administration Tool has two separate functional areas: the Admin Tabs and the Handset Settings Editor. The Admin Tabs are used to connect to the handset, set and change the password, retrieve error messages, update handset software, and update the Handset Administration Tool software.
SpectraLink 8020/8030 Wireless Telephone: Handset Administration Tool: Installation, How to Use The Handset Administration Tool uses indicators to alert you to the status of the action being performed. • Green – indicates ready status. • Yellow – indicates caution or attention. • Red – indicates an error • Gray – indicates not active status. • Blinking – indicates entry is needed or waiting on system response.
Using the Admin Tabs The prompt line at the bottom of the window provides information about what action should be taken or the status of the utility. Insert the handset into the Dual Charger and enter the password. When the handset is inserted for the first time, the password must be entered. If you select the Remember password check box, the password is retained as the default password for all handsets. Enter the password and click Submit. The default password is 123456. PN: 1725-36039-001_C.
SpectraLink 8020/8030 Wireless Telephone: Handset Administration Tool: Installation, How to Use Unique passwords for each handset are not remembered. When connection is established between the program and the handset, the Handset connected indicator turns green and Connected displays on the prompt line. The handset is now ready for configuration. 18 PN: 1725-36039-001_C.
Using the Admin Tabs Password Configuration The password is a security measure to restrict access to the Admin menu settings. Prior to changing a password, the existing password must be entered. The new password must be entered twice for confirmation. If a password is desired to gain access to the handset’s Admin menu, select the Enable password checkbox. If no password is desired, clear the Enable password checkbox. A password may be up to 18 characters. PN: 1725-36039-001_C.
SpectraLink 8020/8030 Wireless Telephone: Handset Administration Tool: Installation, How to Use Character table The following table illustrates how numbers and letters are entered on the handset’s keypad. The CAPS/caps softkey toggles to allow both upper and lowercase letters. Only English characters are allowed. Key 20 caps CAPS 1 1 1 2 2abc 2ABC 3 3def 3DEF 4 4ghI 4GHI 5 5jkl 5JKL 6 6mno 6MNO 7 7pqrs 7PQRS 8 8tuv 8TUV 9 9wxyz 9WXYZ 0 0 0 * *-_.
Using the Admin Tabs Error Information The Error info tab provides a utility to assist the Polycom customer service team to troubleshoot handset errors. When directed by customer service, this utility enables you to save any errors as a file, which can then be sent to Polycom for handling. Use the Browse button to establish the path and enter the filename. Future saves will point to this same location as the default, so that the same file may be overwritten if desired.
SpectraLink 8020/8030 Wireless Telephone: Handset Administration Tool: Installation, How to Use Software Updates The Firmware tab allows you to copy software updates to the handset’s memory after they are downloaded from a website. To install manual updates 1. Download SpectraLink 8020/8030 Wireless Telephone software update from the Polycom website at http://www.spectralink.com/resources/softwareUpdates 2. Extract the bin files from the zip file to a folder set up for this purpose.
Using the Admin Tabs 3. Use the Browse button to locate the software file. The drop-down list box displays the most recently used filenames. The File time window displays the modification timestamp of the file in the Firmware file window. PN: 1725-36039-001_C.
SpectraLink 8020/8030 Wireless Telephone: Handset Administration Tool: Installation, How to Use 4. Check the file version and handset version for comparison. Once the update is complete, the file version will have overwritten the handset version and these two file versions will match. 5. Verify that the information in the File ver window is the correct file to be downloaded and then click the Update button. This file copies from the location to the handset.
Using the Admin Tabs Version The Version tab displays the serial number of the handset and the current version of the Handset Administration Tool software. Update Mode allows you to select where and how you want to check for updates to the program. The program can be updated from either of two locations--FTP Update or Local File Update. Updates may be installed either automatically or manually.
SpectraLink 8020/8030 Wireless Telephone: Handset Administration Tool: Installation, How to Use FTP Update The FTP Update option retrieves the update from an FTP site. During the update process, the program is downloaded to the connected computer and that computer’s version of the program is updated. In order to use this option, the computer must have access to the internet. 1. Click Update Now to start the FTP update process. 2.
Using the Admin Tabs 3. Click OK to continue. The update will be installed by overwriting the previous version. 4. Once the update is downloaded, you can copy the .pkg file to a local location and update other computers using the Local File Update option. See below. Local File Update You must obtain the .pkg file to perform a local update. Use the FTP update option explained above or a service option to obtain the .pkg file. Copy the .pkg file to an accessible location.
SpectraLink 8020/8030 Wireless Telephone: Handset Administration Tool: Installation, How to Use 3. Click Update Now. 4. Browse to the location of the .pkg file and click it. 5. Click OK to continue. 6. Click OK to continue. This will install the update by overwriting the previous version. 28 PN: 1725-36039-001_C.
3 Using the Settings Editor The handset has two menus with configurable options – the Admin menu and the Config menu. The Admin menu contains administrative options that can be password protected. The Config menu has options that enable the end user to customize settings for user preferences. The Settings tab allows you to configure both required and optional settings in the Admin and Config menus.
SpectraLink 8020/8030 Wireless Telephone: Handset Administration Tool: Installation, How to Use When you have opened the Settings Editor, you may close the Admin Tabs. If you plan on editing other handsets, consider checking the Remember Password checkbox located in the Connect tab. To open the Admin Tabs again, go to the Settings Editor menu bar and select either View > Admin Functions, or any of the options listed under the Admin menu item.
Using the Settings Editor Menu bar Toolbar Tabs Radio buttons Options that can be edited Options to/from the handset The Settings Editor Toolbar The Settings Editor toolbar allows you to manage configuration files and download and upload configuration settings to and from the handset in the charger. File management PN: 1725-36039-001_C.
SpectraLink 8020/8030 Wireless Telephone: Handset Administration Tool: Installation, How to Use File management The three filename windows, System, Group and User match the three columns of radio buttons along the left side of the window. The Sys Grp Usr radio buttons allow you to designate the option(s) for System, Group or User files. The three windows in the File management section allow you to name, open, or save setting types as separate files.
Using the Settings Editor Tab Options A tab system organizes the options. Each tab contains options from the Admin menu and/or the Config menu. Admin menu options are password protected and usually set by the system administrator. Config menu options are available to the end user but are also offered here for initial configuration of key settings. Specific options vary by protocol.
SpectraLink 8020/8030 Wireless Telephone: Handset Administration Tool: Installation, How to Use Tab Contents - Admin Menu Contents - Config Menu Profiles: N/a Noise Mode Vibrate Ring in Speaker/Headset Loud Warning Tones Soft Key Tones Custom Push-to-Talk Silent (Ring option) Telephone Ring (Ring option settings) Message Alert 1 Ring Cadence Message Alert 2 Ring tone Ring volume Vibrate Cadence Ring Delay For user convenience and efficiency, when the Write Handset button is clicked, ev
Using the Settings Editor Creating a Configuration Plan Although not necessary for using the Handset Administration Tool, a configuration plan can maximize its efficiency and save countless hours of handset option management. An example of a configuration plan is provided on page 37. Organize the plan Determine which options should be categorized as each type – system, group or user.
SpectraLink 8020/8030 Wireless Telephone: Handset Administration Tool: Installation, How to Use It is recommended that you establish one generic User file that has the default (or desired) values for each User field. Click the Usr radio button on the left side of the window for each option and save the generic user file. If desired, user settings can be saved for each user, if desired, as each handset is configured.
Using the Settings Editor The settings in the table above are executed in the screen below. PN: 1725-36039-001_C.
SpectraLink 8020/8030 Wireless Telephone: Handset Administration Tool: Installation, How to Use Downloading and Uploading Configuration Plans Once your configuration plans are established, the settings are easily downloaded into the handsets. Downloading a configuration plan to a handset 1. Use the Open button located in the File management section on the toolbar to open the System, Group and User cfg files for this handset. 2.
Using the Settings Editor Regulatory Domain Mismatch The options that are available on the Settings Editor may not match the options currently enabled on the handset. This could happen if you update the software in the handset without also updating the Handset Administration Tool. Or you could update the Handset Administration Tool but not the handset software. In either of these situations different options may appear on the Handset Administration Tool than are available in the handset.