Polycom Provisioning

By Brendan Matthews (Deactivated)
5 min

This article provides the steps to configure a Polycom phone to automatically connect to Sharpen. 

Pre-Setup Tasks

Before starting the provisioning process, you should ensure that the following items have been entered into the specific extension page for the device you are attempting to program. This can be done via the Configuration>Extensions menu within Sharpen Admin.

Please confirm the following configuration has been saved for each extension you plan to provision before proceeding:

  • The MAC address has been designated and saved on the proper extension

    • The MAC should be entered strictly as an alpha-numeric string; do not include any colon characters in this field (i.e. 00:F3:62:B1:7A:03 should be expressed as 00F362B17A03)

  • Device type & device group have been designated and saved on the proper extension

If existing configuration of the Polycom phone has been manually set, automatic provisioning will not overwrite all settings (eg. A SIP server manually set will remain configured as that server). We recommend a full factory reset before configuring a phone for automatic provisioning.

If you are setting up provisioning for the first time, or with a new network, reach out to the SharpenCare team at support.sharpencx.com. Provisioning will fail until all necessary pre-configuration steps have bene taken by our team for your network.

Instructions

Provisioning your Polycom Phone from the web interface

  1. Update Firmware to comply with version details below. If versioning is compliant move onto step 2.

  2. Open a web browser and navigate to the IP address of the phone (ex. http://10.0.5.48)

  3. Login with default Polycom credentials

    • Admin

    • 456, if not try 6311

  4. Navigate to Settings>Provisioning Server

  5. Set the following fields

  6. Expand "DHCP Menu"

  7. Most will leave "Boot Server" as "Custom+Opt66" and the "Server Address" field will be used, indicating the provisioning URL above. If using DHCP Options, set the options in accordance with your DHCP setup.

    1. Set your DHCP option to…

      1. provision.fathomvoice.com/phones/polycom/configs/ (using HTTP) if you are utilizing our “IZ0” servers

      2. provision.iz1.sharpen.cx/phones/polycom/configs/ if you are utilizing our “IZ1” servers (using HTTP).

Provisioning your Polycom Phone from the phone

  1. Update Firmware if not already completed (See below for details)

  2. Boot up phone

  3. Select Menu

  4. Select opt. 3 'Settings'

  5. Select opt. 2 'Advanced'

  6. Enter Admin password (by default: 456), if not try 6311

  7. Select opt. 1 'Admin Settings'

  8. Select opt. 5 'Reset to Defaults'

  9. Select opt. 5 'Reset to Factory'

  10. After Phone/device finishes resetting, power the phone off.

  11. Power the phone back on

  12. Press the 'Setup' button on the screen's menu (**If the 'Setup' button does not appear, please follow steps 1-7 at the bottom of this section.)

  13. Enter the admin password and press 'OK'  (Default password: 456), if not try 6311

  14. Scroll down to 'Server Menu' and press 'Select'

  15. Make the following changes:

  16. Navigate to Settings>Provisioning Server>DHCP Menu

  17. Most will leave "Boot Server" as "Custom+Opt66" and the "Server Address" field will be used, indicating the provisioning URL above. If using DHCP Options, set the options in accordance with your DHCP setup.

    1. Set your DHCP option to…

      1. provision.fathomvoice.com/phones/polycom/configs/ (using HTTP) if you are utilizing our “IZ0” servers

      2. provision.iz1.sharpen.cx/phones/polycom/configs/ if you are utilizing our “IZ1” servers (using HTTP).

  18. Press 'Exit'

  19. Press 'Exit' again and click 'Save & Reboot' if prompted

  20. The phone will display a boot count down

  21. Wait for the phone to finish booting

  • *No Setup button:

  1. Let phone boot up to main display

  2. Press 'Menu' > 'Settings' > 'Advanced'

  3. Enter Admin Passcode: “456”, if not try 6311

  4. Select Admin Settings > Network Configuration

  5. Select 'Prov. Server' & then make the following changes:

  6.  Confirm changes are correct > 'Press Back' > 'Save & Confirm' (as prompted)

  7. Wait for the phone to finish booting


Supported Firmware

Versions: 4.0 through 5.9

Updating/Changing firmware

  1. Boot up the phone

  2. Press the 'Setup' button on the screen's menu

  3. Enter the admin password and press 'OK'  (Default password: 456), if not try 6311

  4. Scroll down to 'Server Menu' and press 'Select'

  5. Make the following changes:

  6. Press 'Exit'

  7. Press 'Exit' again, click 'Save & Reboot' if prompted

  8. The phone will display a boot count down, do nothing here just wait for the phone to move forward

  9. The screen will change as the firmware is upgraded to version 4.0

  10. The phone will reboot and come back to the count down screen once it has been upgraded

  11. Be sure to perform the Factory Reset at the beginning of the provisioning process, especially after completing a firmware upgrade.


Re-provisioning from another provider

If you are provisioning a Polycom phone that was previously used on another provider, you will need to make sure that the phone has been completely reset to Factory Defaults. Otherwise, the previous configuration may interfere with our provisioning process. If you are unable to perform a full Factory Default on the phone you are attempting to provision, try the following steps:

  1. Locate the MAC Address of the phone you are working with and write it down. (Example MAC Address: 0004F2XXXXXX)

  2. Remove power from the phone.

  3. While the phone is powering back up, do the following:

    • For VVX series (VVX300, 301, 310, 311, etc): press and hold 1 3 5 keys on the dial pad at the same time

    • For SoundPoint IP 331, 335, & 450: press and hold the 1, 3, 5, and 7 keys on the dial pad at the same time

    • For SoundPoint IP 550, 650, 5000, & 7000: press and hold the 4, 6, 8, & * keys on the dial pad at the same time

    • For IP 6000: press and hold the 6, 8, and * keys on the dial pad at the same time

  4. Continue holding down the keys until you are prompted to enter the admin password.

  5. Enter the MAC Address of the phone (letters should be entered as lower case). To use letters, try one of the following:

    • Press the # key to get into alpha mode

    • on VVX series phone, press "mode" to switch to alpha mode

    • IP Series press the option 1/A/a to switch to alpha mode.

  6. You should now be able to access the phone using the default admin password of "6311" and continue with the provisioning process.

 

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