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TeleMatrix SIP Phone Administration Guide

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About this document This How-To-Guide is intended for Customer Service and Technical Installation Personnel involved in the installation and maintenance of TeleMatrix SIP Endpoints.

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Table of Contents Overview .............................................................................................................................................5 Software & Hardware Setup .......................................................................................................5 Device Limitations ..........................................................................................................................5 Mitel 3300ICP Setup Notes..........................................................................................................6
Network Requirements ..................................................................................................................6 Assumptions for the 3300 ICP programming ..............................................................................6 Licensing and Option Selection - SIP Licensing.........................................................................7 Multiline IP Set Configuration .......................................................................................................8 Class of Service Assignment ........................................................................................................9 SIP Device Capabilities Assignment ..........................................................................................11 Station Service Assignment ........................................................................................................12 Multiline Set Key Assignment .....................................................................................................13

Telematrix SIP Phone Setup Notes .......................................................................................14


Telematrix QuickStart......15 Manual Programming...17 Manually Configuring VLANs.20 Using the Mass Configuration Tool.....22 Loading Configuration Files......23 TMX IP Phone Installation and Configuration Overview....28 Using the Mass Configuration Tool.33 Loading Configuration Files..35 Updating Firmware and Configurations via TFTP37 Reference TFTPD32 and Firmware Upgrade QuickStart for 3300IP and 9600IP..48 Reference - Single Page SIP QuickStart for 3300IP and 9600IP...52 Reference Quick Keys (* * Commands to gain network information from phones) ......53 Reference Power Over Ethernet (802.3af Classification of TeleMatrix Models) .....54 Reference 9600/9602IPDECT Handset/Base Registration and De-Registration .....55

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Overview
The first section of this document provides a reference for configuring the Mitel 3300 ICP to host the Telematrix single line corded 3300IP and/or cordless 9600IP-DECT SIP phone endpoints. The different devices can be configured in various configurations depending on your VoIP solution. This document covers a basic setup with required option setup.

Software & Hardware Setup


These are the product software/firmware versions known to interoperate on the 3300 ICP.

Manufacturer Mitel TeleMatrix TeleMatrix

Variant 3300 ICP MXe platform 9600IP Single Line DECT/Cordless SIP Phone 3300IP Single Line Corded SIP Phone

Software Version 8.0.11.22


V1.7.253.254 Feb 25 2009

V1.7.249.248 Feb 12 2009

Device Limitations
This is a list of problems or not supported features when the Telematrix 3300IP phone is connected to the Mitel 3300.

Feature Call Transfer Busy SIgnal

Problem Description Unable to transfer calls using device based setup (Supervised or Unsupervised) 9600IP non-Display phone Busy Signal is delayed for approximately 10 seconds.

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Mitel 3300ICP Setup Notes


System based configuration is recommended since Telematrix SIP phones cant support device based call transfer (supervised or unsupervised). The following steps show how to program a 3300 ICP to connect with the Telematrix SIP phone.

Network Requirements
There must be adequate bandwidth to support the voice over IP. As a guide, the Ethernet bandwidth is approx 85 Kb/s per G.711 voice session and 29 Kb/s per G.729 voice session (assumes 20ms packetization). As an example, for 20 simultaneous SIP sessions, the Ethernet bandwidth consumption will be approx 1.7 Mb/s for G.711 and 0.6Mb/s. Almost all Enterprise LAN networks can support this level of traffic without any special engineering. Please refer to the 3300 Engineering guidelines for further information. For high quality voice, the network connectivity must support a voice-quality grade of service (packet loss <1%, jitter < 30ms, one-way delay < 80ms).

Assumptions for the 3300 ICP programming


The SIP signaling connection uses UDP on Port 5060.

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Licensing and Option Selection - SIP Licensing


Ensure that the 3300 ICP is equipped with enough SIP Device licences for the connection of SIP end points. This can be verified within the License and Option Selection form.

Figure 1 License and Option Selection

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Multiline IP Set Configuration


On the Mitel 3300 ICP, a SIP device can be programmed either in the User Configuration form or the Multiline IP Set Configuration form and are programmed as a Generic SIP Phone. Enterprise Manager can also be used to provision where this application is installed. The Login PIN is the SIP authentication password and the username is the DN. The Number and Login PIN must match the information in Telematrix 9600IP phone configuration. All other field names should be programmed according to the site requirements or left at default.

Figure 2 Multiline IP Set Configuration

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Class of Service Assignment


The Class of Service Options Assignment form is used to create or edit a Class of Service and specify its options. Classes of Service, identified by Class of Service numbers, are referenced by the Station Service Assignment form for the SIP devices.

Figure 3 Class of Service Assignment

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Figure 4 Class of Service Assignment (Cont)

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SIP Device Capabilities Assignment


This form provides configuration options that can be applied to various types of SIP devices. The association between the SIP device and the form is similar to how the Class of Service options work. The SIP Device Capabilities number provides a SIP profile that can be applied to particular SIP devices to allow for alternate capabilities as recommended through the Mitel interop process. The Telematrix 3300IP can only be associated with a single SIP Device Capabilities Assignment form, though a form may be assigned to several devices, for example, one SIP Device Capabilities Assignment form can be assigned to all of one type of SIP device. In the Device Capabilities form, program a SIP Device Capabilities Number for the Telematrix 9600IP. Ensure that Replace System based with Device based In-Call Feature is set to No.

Figure 5 SIP Device Capabilities Assignment Features work with Device Based or System Based, but we recommend System Based to allow for use of Feature Access Codes and greater flexibility.

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Station Service Assignment


Use the Station Service Assignment form to assign the previously configured Class of Service and SIP Device Capability number to each of the Telematrix 9600IP phone in the 3300. This form utilizes Range programming. Select the Telematrix 9600IP phone number then select Change. Enter the previously configured SIP Device Capability number and Class of Service for Day, Night 1 & Night 2.

Figure 6 Station Service Assignment

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Multiline Set Key Assignment


You use the Multiline Set Key Assignment form to assign the line type, ring type, and directory number to each line select key of the Telematrix 9600IP phone. The Telematrix 9600IP will support up to 2 additional key line appearances. Each key assignment of the Telematrix 9600IP phone should be defined as multicall type and should specify that a call to the keys directory number will ring the set.

Figure 7 Multiline Set Key Assignment Form

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Telematrix SIP Phone Setup Notes


Login into either type of set using a browser to enter the web administration user interface (UI). The best process is to configure a single phone to register and have the features desired working successfully, and then save that phones configuration file as a template to be used for creating more configuration files. Telematrix has developed a Mass Configuration Utility that will allow installers to take a template and substitute values for as many phones/config files as necessary. Start the process by plugging the 9600IP into a POE switch and obtaining the phones IP address using the key sequence * * 4(I) 7(P) # you will hear an audible readout of the IP address.

Access SIP Configuration Settings by browsing to VOIP -> SIP Config:

SIP Configuration entry of account settings and server settings


Account Name: This should be the number as programmed in the 3300 ICP followed by the IP address of the 3300 ICP. In this example, the extension is 29015 and the ICPs IP address is 192.168.101.11. Password: This is the password as programmed into the 3300 ICP for the device. Phone Number: This is the number that will show on a Caller ID. Display Name: This is the name that will show on a Caller ID. Check on Enable Register, you can see the Register Status Server Address: Enter the address of the 3300 ICP followed by the port as configured on the 3300 ICP (default is 5060).

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Enable/Disable Device Based call features by going Advance > Call Service or SIPConfiguration > Advanced Set

If all settings are correct you will see register status Registered and you can begin to make calls.

Call Service Settings

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TeleMatrix SIP Quickstart


The TeleMatrix 3300IP and 9600IP are a SIP-only phoneset, and is self-tested by Telematrix to be compatible with Asterisk IP/PBX, Avaya S8300 IP Server and lab tested for compatibility with the Mitel 3300ICP Version Release 9.0.0.41. The Phone, as it comes out of the box has a default IP address of 192.168.10.1. (Network -> LAN Config). Connecting to the LAN port of the phone and pointing your browser to that address, you will be presented with a login screen
Login = admin Pass = admin This is the Default Current Status Page

The scope of this document is to provide the basic screenshots necessary to quickly configure the guest phone for basic registration and show the user where to program voicemail retrieval keys and speed dials. Our example 9600IP phone is programmed as extension 1234 The VoIP -> SIP Configuration Screen

Server address of the IP/PBX, extension number/account name, phone number and display name, enable register and enable message waiting indication are all programmed here.

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The Network WAN/LAN ports may be configured for DHCP or Static Network -> WAN Config:

If used as a lobby phone, program ring-down to a specific number with the hotline field.
Advance -> Call Service Setting menu

Speed dial and Touchlite Message Retrieval keys are programmed in Advance -> Memory Key

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MWI Number is the field for programming the Red Message Waiting Touchlite. In this example, it is programmed to dial number (7001) on the IP/PBX for retrieving voicemail messages.

Setting Dial Plans and Delivering Dial Tone after 9


Browse to Advanced => Digital Map. Dial plan rules are created under the Digital Rule Table. If you enter a comma into a dial plan entry (example below), secondary dial tone will be supplied at that point. For example: 9,18xxxxxxxxx will produce a dial tone after the 9. The dial tone will quit when the 1 is pressed. Or if the entry is 12,xx When you enter 1, dial tone stops. When you enter the 2, you get dial tone again. When you hit another digit, dial tone stops again.

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Setting VLANs Manually via the Web UI


1. VoIP -> SIP Config - Configure phone number, server IP address, etc 2. Advance -> QoS - Setup VLAN under - see QoS Config screenshot (Do not enable VLAN at this time) diffserv, VLAN ID, (data untaged - this defines workstation traffic) 3. LAN Config - Bridge Enable - ON/Checked 4. Set your connected PC to an address and subnet mask that will allow the pc to connect to the phone's new WAN IP address (example: phone at 10.1.204.119 / subnet mask 255.255.192.0 PC should be at 10.1.204.199 / subnet mask 255.255.192.0 or similar) 5. Log back into phone 6. LAN Config - you will find Bridge Enable checked, DHCP Server on and NAT ON. Only Bridge Enable should be on, uncheck DHCP Server and uncheck NAT. 7. Advance -> QoS - Set/Check VLAN Enable - make sure Data Untaged is set in differentiation field 8. Save config, rebootthe phone should now navigate the VLAN and receive a WAN IP address from the correct DHCP server. 9. If you are installing multiple phones, you will want to create multiple configuration files based upon the template you just created and saved. You can load them onto the additional phones by saving them as extx.3300ip.txt and loading them on individual phones via Config Manage (extx.3300ip.txt = 1234.3300ip.txt, 77701.3300ip.txt, or whatever extension numbering scheme you are creating)

Quality of Service and VLAN Tagging are found under Advance -> QOS
Below is a valid example of setting a Voice VLAN of 302 and a data VLAN of 301

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Changing the default LAN IP Address of 192.168.10.1 is possible under Network -> LAN Config In order to enable VLAN, you must enable Bridge and disable NAT and DHCP Service as below:

This setting wont take effect unless you save the config and reboot the device

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Manual Programming - Submerged Keys and programming the Phone from the LCD
There are 2 submerged keys (above the 10 speed dial keys/underneath the faceplate). The left (store) key is used to store speed dials as well as enter the internal menu to check status and program the phone. 1. Speed Dial: To program a speed dial, Press the store keypress a speed dial keythen press the digits you want stored there. 2. Internal Menu: To enter the phones internal menu, hold down the left (store) key for three seconds. At that time, you will be prompted to enter the password (default password = 123) then press the other key (right key = flash) to enter the LCD navigation menu.

Vol up key navigates up Vol Down key navigates down Right/Flash key is Enter Left/Store key is Escape (back out of that menu option) Redial Key is for changing values The * (asterisk) is used as a .(dot) for IP address entry (eg: press 72* to get 72. when entering IP address)

To determine the IP address assigned to the phone, Navigate to Config -> Network -> WAN -> Status using the keys and process outlined above.

Reset to Factory Default


To reset the phone to the factory default settings, press # during the startup procedure (On display phones, at power up you can see a black progress bar. On non-display phones, simply wait 3 seconds before releasing the # key). The phone will enter into post mode, then input * # 1 6 8 on display phones you will see clearing conf on the screen, next you see conf reset. In non-display phones, simply wait a few seconds before cycling power to the phone. Now you have reset to the default settings. Finally, cycle power (remove and replace WAN power cable) to restart the phone with factory default settings.

3300ICP Notes
If there are no telephone directory assignments for the extension, then extension displays twice when you call it. If you do not hear Music On Hold (on a 3300ICP) you may need to change a setting in the SIP Devices Capability Assignment Select Prevent the Use of IP Address 0.0.0.0 in SDP Messages to YES

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Configuring VLANs
Because there is no LCD display, and the phone has the capability to act as a switch, receiving IP addresses on the WAN port and serving IP addresses on the LAN port, there are some quirks to the 9600ip interface that make it difficult to set the QOS parameters (VLAN ID.) The VLAN cannot be set unless the phones LAN interface is in Bridge Mode. The procedures below should always allow you configure the phone correctly. The Phones factory defaults set the WAN interface to DHCP and the LAN interface to Bridge Mode with NAT and DHCP Service ON. (These last two should be OFF when Bridge Mode is ON.) Assumptions: Phone should be in WAN DHCP mode on VLAN 30 with priority 6.

To find IP address on the Phone


Press * * 4 7 to hear audio readout of IP address.

Resetting the Phone to Factory Defaults


If many changes have been made and you need to reset the device, follow this procedure. To reset the phone to the factory default settings, press # during the power-up procedure (Wait 3 seconds, as there is no display to show status.) The phone will enter into post mode, then input * # 1 6 8 On a phone with LCD you will see clearing conf on the screen, next you see conf reset. On phones without a display, wait 5 seconds before pulling power. Now you have reset to the default settings. Finally, cycle power (remove and replace WAN power cable) to restart the phone with factory default settings.

Configuring the Phone via web interface with a Prepared Configuration File
Connect the phone to a port where it will have a DHCP server available. Connect your PC to a port that is on the same network (LAN or VLAN) as the phone. The phone should have a DHCP address. Find the IP address of the phone. Browse and login to the phone via web UI. Go to Config Manage. Hit the Browse button under Update Configuration. Select the prepared Configuration File on your PC. Hit the update button. The UI will no longer be active, as the phone resets. The phone will reset and come up under the new configuration. Since the new configuration may have a VLAN ID enabled, the phone must be connected to a port where the VLAN is supported or it will not come up and connect to the server. In the configuration file, these (<----) are the settings addressed below in the directions for configuration through the UI. <LAN CONFIG MODULE> Lan Ip :192.168.10.1 Lan NetMask :255.255.255.0 Bridge Mode :1 <---<DHCP CONFIG MODULE> Enable DHCP Server :0 <----

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Enable DNS Relay :1 DHCP Update Flag :0 TFTP Server :0.0.0.0 <NAT CONFIG MODULE> Enable Nat :0 <---Enable Ftp ALG :1 Enable H323 ALG :0 Enable PPTP ALG :1 Enable IPSec ALG :1 <QOS CONFIG MODULE> Enable VLAN :1 Enable diffServ :1 DiffServ Value :46 VLAN ID :30 802.1P Value :6 VLAN Recv Check :0 Data VLAN ID :254 Data 802.1P Value :0 Diff Data Voice :0 <---<---<---<---<---<---<----

Configuring the Phone Through the Web User Interface


Get IP address from phone panel or use the key strokes * * 4 7 # for audio readout. Browse and login to the phones web UI. Go to LAN Config. UNCHECK DHCP Service and NAT. Hit Apply. UI should remain active. Go to VOIP/Sip Config. Leave SIP1 selected. Enter the Server address. Enter the Phone Number. Check Enable Register. Check Enable Message Waiting. Hit Apply. UI should still be active. Register Status should be "Trying". Go to Advance/QOS. UNCHECK VLAN ID Check Enable. CHECK VLAN Enable. Set Voice/Data VLAN Differentiated to Data Untagged. CHECK Diffserv enable. Set diffserv value to 0x2e (46 decimal). Set Voice 802.1p Priority to 6. (or other as needed) Set Voice VLAN ID to 30. (or other as needed) Hit Apply. UI will still be DEAD. Reconnect the phone to a port where the voice VLAN is supported if necessary. Power cycle phone if it is already connected to this LAN. The Phone should now come up on the chosen VLAN.

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Setting VLANs Manually via the Web UI


1. VoIP -> SIP Config - Configure phone number, server IP address, etc 2. Advance -> QoS - Setup VLAN under - see QoS Config screenshot (Do not enable VLAN at this time) diffserv, VLAN ID, (data untaged - this defines workstation traffic) 3. LAN Config - Bridge Enable - ON/Checked 4. Set your connected PC to an address and subnet mask that will allow the pc to connect to the phone's new WAN IP address (example: phone at 10.1.204.119 / subnet mask 255.255.192.0 PC should be at 10.1.204.199 / subnet mask 255.255.192.0 or similar) 5. Log back into phone 6. LAN Config - you will find Bridge Enable checked, DHCP Server on and NAT ON. Only Bridge Enable should be on, uncheck DHCP Server and uncheck NAT. 7. Advance -> QoS - Set/Check VLAN Enable - make sure Data Untaged is set in differentiation field 8. Save config, rebootthe phone should now navigate the VLAN and receive a WAN IP address from the correct DHCP server. 9. If you are installing multiple phones, you will want to create multiple configuration files based upon the template you just created and saved. You can load them onto the additional phones by saving them as extx.3300ip.txt and loading them on individual phones via Config Manage (extx.3300ip.txt = 1234.3300ip.txt, 77701.3300ip.txt, or whatever extension numbering scheme you are creating)

Quality of Service and VLAN Tagging are found under Advance -> QOS
Below is a valid example of setting a Voice VLAN of 302 and a data VLAN of 301

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Using the Mass Configuration Tool


The purpose of the TeleMatrix Mass Configuration Utility is to allow the installer to program a single phone to work within the network and then create multiple files (a unique one for each phoneset). After you have created the first known good working phone config file, others are made by copying and substituting the values that need to be changed into other unique config files.

Saving a Template Configuration file


After configuring a phone to satisfaction, it is time to save it and use it for creating multiples. In the Web UI, go to Config Manage. Hit "Right Click Here to Save As Config File (.txt). Select a directory and save

Building Configuration Files


The following information is required for the process of building multiple configuration files: 1. The complete numbering plan for the phones to be installed. What are the building numbers if more than one? What are the floor numbers? What are the room numbers? Are the rooms differentiated? (For example, suites vs. standard rooms. How many phones are in each type of room? What is the extension number of each phone in each room?) 2. There are two SIP lines on each phone. How should each be configured, given the extension number? 3. What should the IP address settings be? We can set the phones to a static IP address that will correlate easily with the extension or room number. This will make future maintenance easier. IP address can be left empty and DHCP used, of course. 4. The items above will all be different on each phone. The items below will probably be constant. If they are not, that may necessitate more than one configuration template. If that is so, please make it clear. 5. What are the gateway address and DNS addresses? These might be handled by DHCP? 6. What is the SIP Registrar address and port? Is there a SIP Proxy? (unlikely) 7. Is the phone on a tagged VLAN? If so, what is the VLAN ID and priority? What should the DSCP setting be for voice packets? 8. What is the address of the TFTP server in the system? Using the TFTP server on the Mitel 3300ICP is a known, working and available way to go if installing on a Mitel controller. 9. What dial termination rules are appropriate? Something like this is probably needed: Item1 rule :0 Item2 rule :[1-8]xxx Item3 rule :911 Item4 rule :9911 Item5 rule :91xxxxxxxxxx
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10. What should the MWI number be set to? 11. What should the 10 softkeys be set to? Once these things are known, a template can be produced and reproduced for each phone. They are then loaded onto the phone via the process below. IMPORTANT: When creating any new configuration file, the file version (top line of config file) must be incremented. Ex: <<VOIP CONFIG FILE>>Version:2.0003 must become <<VOIP CONFIG FILE>>Version:2.0004

Loading Configuration Files


1. 2. 3. 4. 5. Attach POE (Power Over Ethernet) to the 3300IP or 9600IP WAN port Connect an Ethernet cable from the phones LAN port to a computer with a web browser Open a web browser and point it to http://192.168.10.1 (default IP address for 3300IP) Alternatively, if it has acquired a new IP address from the network find that IP with * * 4 7 # Type in username admin and password admin

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Next Navigate to, and select the Config Manage tab on the left

At the bottom of the screen is Update Configuration Click on the Browse button to select a configuration file to load onto the phone. Configuration files are .txt files. They can be named anything, but generally follow the naming convention of room#.phonemodel#.txt Eg: 1041.3300ip.txt

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Select the file you want to load for that phone: In this case we are loading extension 1041.3300ip.txt indicating that extension 1041s configuration will load on to a 3300IP model phone.

Press Update buttonthe phone will load the new file and reboot

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After 20 seconds or so, the phone will be rebooted: at this time you can refresh your screen by reloading the web URL. Log back into the phone (192.168.10.1 admin / admin) to check that your update was successful. The default page is Current Status you can check that the SIP Line 1 is indeed updated to the correct extension at the correct server. 1041@10.62.1.2

The TeleMatrix SIP phone sets support configuration file downloads via DHCP Option 66 in Firmware version th V1.7.219.232 (November 8, 2008) and later (Sept 5 code DOES NOT). The files have a naming convention of 1234.3300ip.txt (1234 being the varying DN/Extension number of each individual phone. The 3300ip.txt naming convention is used for both the 3300IP and 9600IP phones. When creating a new configuration file, the file version (top line of config file) must be incremented. Ex: <<VOIP CONFIG FILE>>Version:2.0003 must become <<VOIP CONFIG FILE>>Version:2.0004 When the phone Boots up, phones with a display will ask for a Config ID. Using the example of 1234.3300ip.txt, the installer would press the following keys: 1234# At that point, the phone will retrieve the configuration file from the tftp server IP address (as specified in the 3300ICP ESM form DHCP Options). The phone will then reboot with a new configuration. IP Address of phone is verbally read out 29 **47# sipsupport@telematrix.net Page when the user presses the keys www.telematrix.net

TMX IP Phone Installation and Configuration Overview


This section focuses on describing the environment that the TeleMatrix hospitality SIP phones will usually be installed within. Users The requirements for phone installation and configuration are focused first on the needs of two types of users, the installer and the administrator. The guest is not a user in this discussion. Installer The Installer wants to place phones quickly, easily and reliably. This user has limited technical knowledge and mainly wants to avoid complication. Anyone placing or replacing a phone in a room is acting in the role of Installer. This person creates the configurations and is the local person who has knowledge of how the system should work. The administrator has control of the network and IPBX configuration as well as the phone configurations. This role might be split among two or more people. The administrator wants to be able to control and configure all phones from a central point. The configuration of hundreds of phones is inherently complex and the administrator wants tools that simplify this as much as possible. He needs to be able to find the configuration of a given phone quickly and determine what configuration is active in the phone. He needs to be able to update the configuration of one or more phones easily from a central point.

Administrator

Environment
The relevant parts of the environment for configuration and installation are as follows. Phones There will be several models of phone at any property. Each phone may have unique requirements for its own configuration, even when all are provided by TMX. We are concerned only with TMX VOIP phones here. Any analog phones or non-TMX VOIP phones on the property are out of the scope of this document. The phones are customized for the property in various ways including custom face plates. Every phone has a web UI from which the configuration can be modified using a browser. Every phone has a keypad UI using the 12 key keypad for entering and retrieving critical information. IPBX The VOIP phone switch. The phones register with the IPBX to form the phone system on the property. The IPBX has a configuration which must match up with the phone configuration. The TFTP Server will hold the configuration files for the phones. It is addressed via IP.

TFTP Server

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PMS

Property Management System. The PMS and the IPBX must communicate for various reasons. The phones do not communicate directly to the PMS, only indirectly through the IPBX. The PMS knows a phone only indirectly by its extension or room number. A room may have one or more phones installed. They may be of different types. Each phone will have its own configuration. Each phone will be connected to the network. There may be multiple types of room, standard, deluxe, executive, suite, etc. The phones in a room are part of a group and have the same extension number. The layer 2 network as it appears to the phone may be a simple LAN or a VLAN. Lower end properties are likely to have only a single LAN which carries voice and other traffic. Bigger properties are likely to have multiple VLANs. The phones and IPBX will communicate via IP and will use IP addresses to reach each other. The phones will obtain IP addresses, the TFTP server address and VLAN assignments from a DHCP server.

Room

Network

Mass Configuration Utility This tool creates the configuration files for the phones. The tool must store the configurations in editable form. The configuration files are ultimately placed on the TFTP Server for download by the phones. DHCP Servers Each LAN or VLAN must have its own DHCP server. The DHCP servers provide at a minimum, an IP address, DNS server addresses and the TFTP Server address to each phone as it powers up. In addition, DHCP may provide a voice VLAN id (DHCP Option 132) and DSCP (DHCP Option 133) and TOS values for voice traffic (DHCP Option 134). (*Support for the DHCP Options is not available in the TeleMatrix SIP phones at this time.*)

Tasks The main tasks carried out by the users are the source of the requirements for the system.

Configuration Creation
Using a representative SIP phone (3300IP/9600IP), the Administrator creates a configuration for the phones. The phone configuration must be created in concert with the IPBX configuration because IDs in the phone and IPBX configurations associate a phone with an extension in the IPBX. The phone configuration file is essentially a database of information describing the configuration. When the configuration is complete, the Administrator can use the Mass Configuration Utility (MCU) to write the multiple configuration files for all or a selection of phones to be loaded on the TFTP server. The MCU must generate a ConfigID for each phone configured. The configuration files written to the TFTP Server will be named <ConfigID>.<phone type>.txt. (xxxx.3300ip.txt) The ConfigID will be constructed from the room number and building.

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The steps are below. Create the new configuration in the MCU. Create a set of phone-templates. A phone template is a configuration file that is complete and tested for 1 extension. It is created by editing the configuration through the GUI or by editing a configuration file directly. After the phone is fully tested, upload the working configuration file to your PC. Create a set of room-templates. Each template describes a room that will be identically equipped and configured. For example, the Executive room-template might designate 3 phones, the cordless beside phone-template, executive-desk template and the bathroom template. Create the Buildings, Floors and Room numbers. Define what buildings exist. Define how many floors are in the buildings and what the floors are named. Each room must be associated with a room-template. Generate phone configuration. Once the above information is set, a single operation can generate the actual phone configurations. A room with 3 phone-templates in its roomtemplate will result in the 3 phone configuration records. A phone configuration will contain a full, individually modifiable phone configuration. The values will have been set according to the room-template and phone-template. Generate configuration files. When all the phone configurations are correct, the administrator can write out all the configuration files out to a directory, perhaps directly to the TFTP home directory. The administrator can modify individual phone configurations. If a phone-template is changed, the Administrator must re-generate the configuration files to propagate the changes to the individual phone configurations. Whenever a change is made directly to a phone configuration, a flag is set in the record, so exceptions are always known.

Phone Installation
Installation is the placement of a new unconfigured phone in a room. Using an installation plan, the Installer selects the type and number of phones for the room. Face plates are installed at this time if the faceplates are room specific. Each phone is placed, connected to the network and powered up. The phone will obtain an IP address and the TFTP Server address from DHCP. The phone, because no ConfigID is yet configured, will prompt the Installer for the ConfigID. The installer enters the ConfigID through the keypad. Once the ConfigID is entered, the phone will use the TFTP Server to load the proper configuration file. The phone will then reset and bring itself up under the new configuration. The phone should display indications that it is up on the correct extension and is registered. The Installer then conducts whatever tests are deemed necessary. If a phone fails to come up correctly, the Installer will make only minimal efforts to troubleshoot the problem. A second phone will then be tried. If that too fails, the problem will be escalated to the Administrator as a probable error in the configuration. If the second phone succeeds, the first will be marked DOA and set aside. The ConfigID should be a predictable combination of codes so that the Installer does not need a voluminous list of ConfigIDs. For example, the bathroom phone in room 1206 could have a ConfigID of 91206, the bedside phone 71206 and the desk phone 81206. If the phone type string for this phone is 3300ip, then the configuration file name for the bathroom phone would be 91206.3300ip.txt.

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Phone Replacement
When replacing a phone with a new, unconfigured phone, the procedure is the same as for initial installation. An Installer can reset the replacement phone to factory defaults and then proceed as in a new installation.
1. When replacing a phone with one that has been used previously the phone will not prompt

for the ConfigID. Once configured, a phone will have a password in place. When the replacement phone is put in place and powered up, the Installer must enter a password and may then set the new ConfigID into the phone. It then loads the new configuration file and resets, coming up under the new configuration. The Installer then verifies that the phone is up and working in the correct extension..

Configuration Files
Different phone models may require different formats in their configuration files. For that reason, two or more configuration files may be generated for a given phone, if two different models might be used in that location. A model designation must be part of the configuration file name. (Example: 3300IP phones have configuration files of 3300IP.txt, 9600IP phones have 9600IP.txt, etc)

Using the Mass Configuration Tool


The purpose of the TeleMatrix Mass Configuration Utility is to allow the installer to program a single phone to work within the network and then create multiple files (a unique one for each phoneset). After you have created the first known good working phone config file, others are made by copying and substituting the values that need to be changed into other unique config files. Saving a Template Configuration file After thoroughly configuring a phone to work satisfactorily, it is time to save it and use it for creating multiple files (one for each phone endpoint). In the Web UI of your known good sample phone, go to Config Manage. - Select "Right Click Here to Save As Config File (.txt). Select a directory and save

Building Configuration Files


The following information is required for the process of building multiple configuration files: 1. The complete numbering plan for the phones to be installed. What are the building numbers if more than one? What are the floor numbers? What are the room numbers? Are the rooms differentiated? (For example, suites vs. standard rooms. How many phones are in each type of room? What is the extension number of each phone in each room?) 2. There are two SIP lines on each phone. How should each be configured, given the extension number? 3. What should the IP address settings be? We can set the phones to a static IP address that will correlate easily with the extension or room number. This will make future maintenance easier. IP address can be left empty and DHCP used, of course.

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4. The items above will all be different on each phone. The items below will probably be constant. If they are not, that may necessitate more than one configuration template. If that is so, please make it clear. 5. What are the gateway address and DNS addresses? These might be handled by DHCP? 6. What is the SIP Registrar address and port? Is there a SIP Proxy? (unlikely) 7. Is the phone on a tagged VLAN? If so, what is the VLAN ID and priority? What should the DSCP setting be for voice packets? 8. What is the address of the TFTP server in the system? Using the TFTP server on the Mitel 3300ICP is a known, working and available way to go if installing on a Mitel controller. 9. What dial termination rules are appropriate? Something like this is probably needed: Item1 rule :0 Item2 rule :[1-8]xxx Item3 rule :911 Item4 rule :9911 Item5 rule :91xxxxxxxxxx 10. What should the MWI number be set to? 11. What should the 10 softkeys be set to? Once these things are known, a template can be produced and reproduced for each phone. They are then loaded onto the phone via the process below. The Mass Configuration Utility is available for TeleMatrix partners, as a tool to facilitate building their own multiple config files. If you have a mass configuration subscription agreement on file with TeleMatrix, you may send your template to sipsupport@telematrixusa.com and have the files built for you. IMPORTANT: When manually creating any new configuration file, the file version (top line of config file) must be incremented. Example: <<VOIP CONFIG FILE>>Version:2.0003 must become <<VOIP CONFIG FILE>>Version:2.0004

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Loading Configuration Files


6. 7. 8. 9. 10. Attach POE (Power Over Ethernet) to the 3300IP or 9600IP WAN port Connect an Ethernet cable from the phones LAN port to a computer with a web browser Open a web browser and point it to http://192.168.10.1 (default IP address for 3300IP) Alternatively, if it has acquired a new IP address from the network find that IP with * * 4 7 # Type is username admin and password admin

Next Navigate to, and select the Config Manage tab on the left

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At the bottom of the screen is Update Configuration Click on the Browse button to select a configuration file to load onto the phone. Configuration files are .txt files. They can be named anything, but generally follow the naming convention of room#.phonemodel#.txt Eg: 1041.3300ip.txt Select the file you want to load for that phone: In this case we are loading extension 1041.3300ip.txt indicating that extension 1041s configuration will load on to a 3300IP model phone.

Press the Update buttonthe phone will load the new file and reboot

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After 20 seconds or so, the phone will be rebooted: at this time you can refresh your screen by reloading the web URL. Log back into the phone (192.168.10.1 admin / admin) to check that your update was successful. The default page is Current Status you can check that the SIP Line 1 is indeed updated to the correct extension at the correct server. 1041@10.62.1.2

Updating Firmware and Configurations via TFTP


The ongoing maintenance and swapping of TeleMatrix SIP phones in a hospitality setting currently requires that the SIP sets retrieve a configuration file of xxxx.3300ip.txt from a TFTP server.

Implementing the TFTP server resident in the Mitel 3300ICP allows that:
1. Phones can be setup simply from the room with a series of key presses. 2. Example placing/powering the phone and pressing 1234# will cause the phone to retrieve 1234.3300ip.txt, which in this example is the phones config file. 3. Phones can receive firmware upgrades periodically when new features are added or bugs are detected and fixed

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4. Hotel staff can easily replace a defective phone simply by following the steps

referenced above in 1 a. The alternative is to manually upgrade the TeleMatrix SIP phonesets by logging into each phones web user interface (UI) browse to the web interface of the phone and manually upgrade through the System -> Upgrade Create a new configuration file for the phone with the following mini-config added to the already existing phone configuration. This new configuration would then reside on the local tftp server, along with the firmware file used for the upgrade. This will work on phones with firmware supporting DHCP Option 66, dated 30 October 2008 and later.
<AUTOUPDATE CONFIG MODULE> Auto Image Server :192.168.0.50 (Replace with your TFTP server where the phone configuration files are placed) Auto Image Name :21b4V1_7_237_235T20081206001533.z - (The new firmware file will have a name like this) Auto Image User : Auto Image Password: Auto Image Protocol:2 Download Username :user Download password :pass Download Server IP :0.0.0.0 Config File Name :1234.3300IP.txt - (Extension 1234 in this example) Config File Key : Download Protocol :1 Download Mode :0 Download Interval :1

In a Mitel 3300ICP environment the TFTP Server is a folder/subdirectory best reached by using FTP into the 3300ICPs IP address. At that point place the IP Phones configuration files into the tftp subdirectory. Step 1 - Implement the Mitel 3300ICP TFTP server scenario described below: Step 2 Configure the Mitel 3300ICP and place files on its native TFTP server. Step 3 - As new firmware and configuration files are deemed necessary, replace the TeleMatrix IP Phone config files again with an incremented version (2.0003 becomes 2.0004) and a config module specifying the new firmware file is added. Use the TeleMatrix Mass Configuration Tool to create multiple files Step 4 - Cycle the power on phones one at a time OR cycle the power on the POE forcing all the phones to reboot if that is ever deemed a safe option. Result: The 3300IP or 9600IP phones will boot, grab their same expected config file ( example: 1234.3300ip.txt), but this time they will download new firmware, reboot again and be upgraded AND continue working as before. This was tested and should work as long as the phone can truly reach and download via tftp.

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Step 1 - Implement the Mitel 3300ICP TFTP server :


Here is the configuration to be implemented in the network environment to allow the TeleMatrix SIP phones to be served a DHCP address and route via DHCP Option 66 to the Mitel Controller server and download its config file. This will vary by property and security rules.

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Step 2 Configure the Mitel 3300ICP and place files on its native TFTP server.
Specify the tftp server name in the Mitel 3300ICP controller. This is done under DHCP Options

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Using Microsoft IE, type in your Mitel 3300ICP controllers IP address in to the browser: Eg ftp://10.20.0.2

3300ICP Default User ID is system and password is password

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After the challenge, you will arrive at the root of the FTP server

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You will want to view the files on the controller with Windows Explorer View -> Open FTP Site in Windows Explorer

Now you can see the hidden directories: The tftp subdirectory is heredoubleclick to enter.

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Open a second window of Windows Explorer and browse to where you have the Configuration files for the TeleMatrix IP Phones. Select the config files and drag and drop into the tftp directory

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Step 3 - As new firmware and configuration files are deemed necessary, replace the TeleMatrix IP
Phone config files again with an incremented version (2.0003 becomes 2.0004) and a config module specifying the new firmware file is added. Use the TeleMatrix Mass Configuration Tool to create multiple files

Step 4 - Cycle the power on phones one at a time OR cycle the power on the POE forcing all the phones to reboot if that is ever deemed a safe option.
Result: The 3300IP or 9600IP phones will boot, grab their same expected config file ( example: 1234.3300ip.txt), but this time they will download new firmware, reboot again and be upgraded AND continue working as before. This was tested and should work as long as the phone can truly reach and download via tftp.

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TFTPD32 and Firmware Upgrade QuickStart for 3300IP and 9600IP


TeleMatrix SIP phone sets can retrieve configuration files and firmware file upgrades via the tftp protocol. Many SIP servers have built in tftp servers, but there are some occasions where it is advisable to use one in a stand-alone setting (such as when pre-configuring or testing). TeleMatrix has had success with the freeware TFTP Server (TFTPD32) running on Windows XP. TFTPD32 can act as BOTH a DHCP server and TFTP server.

In the boot-up process the TeleMatrix SIP phones can receive information (via DHCP Option 66) telling the phone where the TFTP server is (in the form of an IP address) 1. Download and Install TFTPD32 - http://tftpd32.jounin.net/tftpd32.html 2. Setup local network on the PC running TFTPD32

3. Set up the DHCP Server TAB with option 66 in TFTPD32

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Additional Option is set to 66the IP address to its right is the TFTP serverin this case 192.168.10.1the same machine running the server.

4. Select the folder where the TFTP server will pull files from

5. Place all the config files xxx.3300ip.txt and/or the firmware file in the specified directory (in this case C:\Program Files\Tftpd32)

6. That should be all the setup needed for the PC running the TFTP server. 7. The next step is to plug a phone into a POE switch connected to the PC wait for the Config ID challenge, then input the configID followed by #. The phone will then grab the corresponding file off the TFTP server (the file must be located in the TFTP serving folder. Example: 1234.3300ip.txt will be the configuration file downloaded when you input 1 2 3 4 # at the Config Id challenge.

Updating Firmware
If you are only updating firmware, the following <AUTOUPDATE CONFIG MODULE> is a template for a small configuration file specifically to update firmware. This can be used standalone, or can be added to the phones complete configuration file. <<VOIP CONFIG FILE>>Version:2.0004
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(Save this as 3.3300ip.txt)


www.telematrix.net

<AUTOUPDATE CONFIG MODULE> Auto Image Server :192.168.10.25 (Your TFTP server where the phone configuration files

are placed)
Auto Image Name : 3300SIP-1.8.0-513.z - (The new firmware file name.) Auto Image User : (tftp does not use authentication, but ftp and http do) Auto Image Password: Auto Image Protocol:2 <AUTOUPDATE CONFIG MODULE> Download Username :user Download password :pass Download Server IP :0.0.0.0 Config File Name : (When this is blank, display phones will prompt for ConfigID and

non-display phones will prmpt audibly with Doodle Doodle tone When it is occupied with a filename like 1234.3300ip.txt the phone will check that file for configuration information.)
Config File Key : Download Protocol :1 (0 = ftp, 1 = tftp, 2 = http) Download Mode :0 Download Interval :1 <<END OF FILE>>
You could save this as a text file (such as 3.3300ip.txt) and upgrade the phones firmware by typing in 3 # (to retrieve 3.3300ip.txt) when the phone boots up and requests a Config Id. (Display phones display Config Id, but display-less phones such as the 9600IP-DECT prompt with a series of tones sounding like doodle-doodle.

IMPORTANT: When manually creating any new configuration file, the file version (top line of config file) must be incremented. Example: <<VOIP CONFIG FILE>>Version:2.0003 must become
<<VOIP CONFIG FILE>>Version:2.0004

Reset to Factory Default


To reset the phone to the factory default settings, press # during the startup procedure (On display phones, at power up you can see a black progress bar. On non-display phones, simply wait 3 seconds before releasing the # key). The phone will enter into post mode, then input * # 1 6 8 on display phones you will see clearing conf on the screen, next you see conf reset. In non-display phones, simply wait a few seconds before cycling power to the phone. Now you have reset to the default settings. Finally, cycle power (remove and replace WAN power cable) to restart the phone with factory default settings.

Upgrade Firmware and Retain known Working Configuration Files

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1. Put the new firmware Auto Image Name server

: 3300SIP-1.8.0-513.z on your tftp

2. Put the 3.3300ip.txt (Autupdate Config Module) on the tftp server (DHCP Option 66 on Guest VLAN AND Voice VLAN must specify the tftp server referenced in Auto Image Server.)

3. Factory Reset on the phone (# at power up, count to three then * # 1 6 8 then cycle power again) (This will reset your phone with a blank config file of Version Number 2.0001) 4. At Config ID Prompt (Doodle Doodle) pres 3 # to download autoupdate image config file (3.3300ip.txt) 5. After phone downloads and reboots you will be challenged for Config ID (doodle doodle) again 6. Enter the original config ID # for the room to restore the original values (This Version Number of config file should be higher than the Version Number 2.0004 now on the phone because of 3.3300ip.txt ) This process assumes that the phones can still reach a single TFTP server from both the

guest and voice VLANs.


This should upgrade the phones firmware and put back on the known working configurations of the phones.

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TeleMatrix SIP Quickstart


The TeleMatrix 3300IP and 9600IP Cordless DECT are SIP-only hospitality guest sets. The Phones are powered only by POE/802.3af and will acquire an IP address when met by a DHCP server. Begin by plugging your POE Ethernet cable into the WAN port. To retrieve an IP address, press * * 4(I) 7(P) #. The phones IP address will be spoken by audio through the speaker. Pointing your web browser to that IP address. You will be presented with a login screen. Login = admin Password = admin

This is the Default Current Status Page

The scope of this document is to provide the basic screenshots necessary to quickly configure the guest phone for basic registration and show the user where to program voicemail retrieval keys and speed dials. Our example 3300IP phone is programmed as extension 1234 Program your connection under the VoIP -> SIP Configuration Screen

Server address of the IP/PBX, extension number/account name, phone number and display name, enable register and enable message waiting indication are all programmed here.

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Speed dial and Touchlite Message keys are programmed under Advance -> Memory Key

MWI Number is the field for programming the Red Message Waiting Indicator Touchlite. In this example, it is programmed to dial number (7001) on the IP/PBX for retrieving voicemail messages.
Manual Programming - Programming the 3300IP via the LCD and Submerged Keys There are 2 submerged keys (above the 10 speed dial keys/underneath the faceplate). The left (store) key is used to store speed dials as well as enter the internal menu to check status and program the phone. 1. Speed Dial: To program a speed dial, Press the store key press the digits you want stored press a speed dial key. 2. Internal Menu: To enter the phones internal menu, hold down the left (store) key for three seconds. At that time, you will be prompted to enter the password (default password = 123) then press the other key (right key = flash) to enter the LCD navigation menu. Vol up key navigates up Vol Down key navigates down Right/Flash key is Enter/Select Left/Store key is Escape (back out of that menu option) To determine the IP address assigned to the phone, Navigate to Config -> Network -> WAN -> Status using the keys and process outlined above. Reset to Factory Default To reset the phone to the factory default settings, press # during the startup procedure (At power up you can see a black progress bar). The phone will enter into post mode, then input * # 1 6 8 Then you will see clearing conf on the screen, next you see conf reset. Now you have reset to the default settings. Finally, cycle power (remove and replace WAN power cable) to restart the phone with factory default settings.

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Reference Quick Keys


The TeleMatrix family of SIP phones has implemented an innovative way to determine various states of the SIP phone and the network it is attached to via the phones dial-pad. By pressing the * key twice in succession followed by a series of numbers (generally matched to the commands corresponding letters.)

Show IP address - **47# (**IP#)


Description:**47# causes the phone to read out the IP address currently assigned. If the phone has an LCD panel, it should be displayed there. If the phone has no display panel, or the address cannot be displayed, it should be read out audibly on the speaker (or handset if off hook.)

Show VLAN - **85# (**VL#)


Description: When entered respond with the Voice VLAN ID. If VLAN is disabled Zero to indicate off is spoken.

Set VLAN - **87# (**VS#)


Description: This allows the user to set the VLAN ID. The keypad password is also required. To set the VLAN ID when the password is 9382 and the VLAN ID is 30, enter "**87#9382#30#". When a VLAN ID is set, the phone should set VLAN Enabled and the Voice VLAN ID. If necessary the LAN should be set to Bridge mode also.

Show Firmware Version - **39# (**FW#)


Description: When **39# is entered, the phone willdisplay or audibly respond with the firmware version number such as "1.7.240.235".

Show TFTP Server Address - **83# (**TF#)


Description: When entered, the phone responds with the IP address of the TFTP server. This should be the TFTP server address being actually used. It might come from the configuration file, option 66, option 125 or option 43.

Re-program New ConfigID - **77*password*ConfigID# (**RP*xxx*yyyy#)


Description: After entering **77*, the user must enter the Keypad Password followed by a * then the ConfigID of the new config file, followed by #. If the password (in the existing config on the phone is 123, and the new config file is 1234.3300ip.txt), then the user would enter **77*123*1234#. The user should NOT be prompted for the password. The phone will then download the new config file 1234.3300ip.txt.

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Reference Power Over Ethernet (802.3af Classification of TeleMatrix Models)


The 9600/9602IP-DECT cordless hospitality phone has a base station that is powered via POE 802.3af. The max power consumption is 3.5W, thus falling into the POE class spectrum of Class 2. The auxiliary handset stations are powered via standard electrical plugs. The 3300/3302IP corded hospitality phones are powered via 802.3af POE and consume approximately 2.5 Watts of power thus falling into the Class 1 spectrum of 802.3af. The 3300IP-TRM Trimline corded hospitality phones are powered via 802.3af POE and consume approximately 2.1 Watts of power thus falling into the Class 1 spectrum of 802.3af. The IP550 corded business class phones with LCD display are powered via 802.3af POE and consume approximately 2.5 Watts of power thus falling into the Class 1 spectrum of 802.3af. The IP100 corded business class phones without LCD display are powered via 802.3af POE and consume approximately 2.5 Watts of power thus falling into the Class 1 spectrum of 802.3af. The Not yet released TMX1170 IP/DECT TouchScreen Device are powered via 802.3af POE and consume approximately 6.0 Watts of power thus falling into the Class 2 spectrum of 802.3af.

Model 9600/9602IP-DECT 3300/3302ip 3300IP-TRM Trimline IP550 IP100

Wattage Consumed 3.5 W 2.5 W 2.1 W 2.5 W 2.1 W

POE Class Class 2 Class 1 Class 1 Class 1 Class 1

Preliminary / Not Yet Released TMX1170 6.0 W Class 2

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Reference 9600/9602IP DECT Handset/Base Registration and De-Registration


The 9600/9602IP-DECT cordless hospitality phone has a base station that is powered via POE 802.3af. The max power consumption is 3.5W, thus falling into the POE class spectrum of Class 2. The auxiliary handset stations are powered via standard electrical plugs. Register One Handset: Plug 9600IP base into a Power Over Ethernet (POE) Layer 2 Switch Wait for ConfigID tone-prompt Enter ConfigID and # to retrieve file from tftp server OR Press # to bypass ConfigID Press Speaker key on Base to confirm dial tone Press Speaker key again to hang up Install battery in remote handset On 9600IP base Press and Hold Locate Key until charge Light Blinks On Handset Press and hold * key Listen for short beep and continue holding the * key until you hear the second longer sing-song beep 9. On handset Press on/off key and listen to confirm you have dial tone. Register up-to a total of 4 handsets: It is possible to register up-to 4 remote handset kits to Repeat this process for three more handsets (LEAVE BATTERIES IN ALL HANDSETS) Only 4 handsets can be registered to a base. When a fifth one tries to register to the base it fails. The next procedure deletes the handset registrations so that you can start again. Delete Handset Registrations from 9600IP Base: Press and hold down the FLASH key on the base unit for three seconds, the Speaker will beep, then Press 0 on the base unit to delete all the handsets. OR Press 1 on the base unit to delete the first handset. Press 2 on the base unit to delete the second handset. Press 3 on the base unit to delete the third handset. Press 4 on the base unit to delete the fourth handset. Note: After pressing the number keys, Charge indicator light will flash, which means the handset is being deleted by the phone. When Charge indicator light stops flashing, it means that the deletion is finished. 1. 2. 3. 4. 5. 6. 7. 8.

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