ipDialog, Inc.

Quick Reference Guide
Overview...
Installation...
Configuration...
Layout
Display Examples
Keys...
Basic Operation
Maintenance
Appendices...
Glossary

Configuring Your Telephone

Once you have verified that your telephone is connected to the network (see the section, Verifying the Installation), you need to configure it. You also may need to modify the configuration from time to time. There are two ways to do this. You can access the website on the telephone's built-in web server using a web browser on a computer that is on the same network as your telephone, or you can use the menu which is accessible on the telephone itself.

 

Website

There are several areas to configure on the website, all reachable through links on the main page at http://<network address>/, where <network address> is the network address of your telephone, e.g., 10.0.0.167. You can determine what this address is by pressing MENU/BACK. The address is displayed momentarily on the second line of the LCD.

From the main page (where your telephone version and serial number are displayed), you can follow links to pages for

  • network setup,
  • telephone configuration,
  • server configuration,
  • maintaining memory keys and phonebook,
  • setting the administrator and user passwords for accessing your telephone's website and menu,
  • advanced settings, and
  • updating the software in your telephone.

WARNING: Never change the configuration of your telephone during a call.

When you first attempt to access the website, you are prompted for a user name and password. There are two access levels, administrator and user, and two corresponding user names, "admin" and "user" (without the quotes). The initial password for both is set at the factory to "1234" (also without the quotes). You should change the passwords as soon as possible. When you log in as user, you have access to the general-information, telephone-configuration, memory-key-and-phonebook, and password pages. When you log in as administrator, you have access to those pages and to the network-setup, servers, advanced, and upgrade pages. The following table identifes the attributes of each access level.

Access LevelUser NameDefault PasswordGeneralNetwork SetupPhone ConfigurationServersMEM Keys & PhonebookChange PasswordAdvancedUpgrade
Administratoradmin1234YesYesYesYesYesYesYesYes
Useruser1234YesNoYesNoYesYesNoNo

 

Network Setup

This page contains network and Quality-of-Service, or QoS, settings. The main network setting on this page is whether DHCP is selected. The choices are DHCP (the factory default) and MANUAL. Your service provider or network administrator can tell you which one to use. If DHCP is selected, no further network configuration is required—your telephone retrieves the network configuration from a DHCP server—and your page looks something like this:

If DHCP is not selected, your page looks something like this:

These network-settings fields have the same meaning as the network settings for other network devices and operating systems. The values for these fields are supplied by your service provider or network administrator.

Make any changes you need to the network settings and then click the button to commit your changes. Your changes only take effect when you commit and then confirm them. There is also a button that you can click to restore the factory defaults.

The QoS settings are independent of the network settings.

  • The Differentiated Sevices Code Point, or DSCP, tells the network how to handle the data packets transmitted by your telephone—what the performance requirements are with regard to, for example, delay, loss, and jitter. The normal setting for VoIP is 0x2e.
  • The VLAN ID identifies the VLAN on which your telephone resides. If you are unfamiliar with VLANs, just set this to 0. Note that when your telephone is on a VLAN—the VLAN ID is set to something other than 0—all devices connected through your telephone's PC network port must also be on a VLAN, which could be the same as or different from your telephone's VLAN.

Make any changes you need to the QoS settings and then click the button to save your changes. Your changes only take effect when you save them.

 

Telephone Configuration

The telephone-configuration page contains basic settings and features that a user initially sets up and might want to change from time to time, such as his or her name and whether to block Caller ID. Your page looks something like this:

  • Unless blocked, the name is reported as your Caller ID to the other party.
  • The block-my-caller-id field prevents your Caller ID from being shown to the other party. This only occurs, however, when your telephone is configured to use a proxy server, because the server strips out the Caller ID. Without a server, your Caller ID cannot be blocked, and so the other party can always see it.
  • The user identifier and optional server password are used for server access. The user identifier might be a nickname such as jsmith or a service-provider-assigned telephone number such as 5550123. Spaces are not allowed in the user identifier. Your network administrator or service provider will tell you what to use for these fields.
  • The forwarding-address field contains the network address or SIP URI of the telephone to which you want to forward incoming calls. Leave it blank or specify no call forwarding if you do not want to forward calls. Select whether you wish to forward all calls, forward calls when your telephone is busy, or forward calls if you do not answer after the selected number of seconds.
  • So that you do not have to indicate to your telephone when you have finished entering a telephone number by pressing the DIAL softkey or DIAL/REDIAL (although you may continue to do so), you may provide a dial plan of up to 128 characters (see the Dial Plan appendix) which tells your telephone what a telephone number "looks like." Once your telephone recognizes a complete telephone number, it automatically places the call.
  • You may select which set of tones your telephone uses based on your regional preference.
  • When the Do Not Disturb feature is enabled, your telephone does not ring or otherwise indicate when it receives an incoming call.
  • Call Waiting can be disabled so that your telephone immediately rejects an incoming call if there is already an active call.
  • You can control whether your telephone beeps when it receives an IM and whether a routing tone is played for the brief interval between placing a call and the remote end starts ringing.
  • Your telephone contacts a time server to determine what time and date it is. There are three ways it determines what servers to contact.
    1. First, it uses the time servers whose addresses, if present, are returned by the DHCP server if your telephone is configured to obtain its network configuration from a DHCP server.
    2. If that is unsuccessful and your telephone is configured to use the Default servers, it uses the defaults of 1.pool.ntp.org and 2.pool.ntp.org.
    3. Otherwise, it uses the time servers you have specified via the Manual alternative.
    Your telephone attempts to contact a time server when
    • it boots,
    • you select the Default time-server mode,
    • you select the Manual time-server mode,
    • you change a time server while in Manual mode, and
    • you press the TIME softkey.
  • Select your time zone and whether daylight savings time is observed so that your telephone knows how to adjust the information it gets from the time server for your specific locale.

Make any changes you need on this page and then click the button to commit them. Your changes only take effect when you commit them.

 

Servers

The server page requires some familiarity with SIP. Use it to specify a SIP registrar, proxy, conference server, voicemail server, and related parameters, but first contact your network administrator or service provider for the correct settings.

If you instruct your telephone not to perform registrations at all, your page looks something like this:

If you instruct your telephone to attempt to find a registrar and register on its own, your page looks something like this:

It is best to use a SIP URI to explicitly designate the registrar. A simple network address, e.g. 10.0.0.200, is also allowed. If you specify the registrar, your page looks something like this:

  • The to-address field contains the address of record whose registration is to be created or updated, i.e., how you want the outside world to see you from your SIP proxy/registrar, as in sip:user@example.com, where a proxy server for the example.com domain forwards SIP messages to you after receiving the above SIP URI from other parties. Note that, to enable keypad dialing, you must specify a registrar or proxy. If both are specified, the proxy has precedence.
  • The from-address field is the same as the to-address field except in the case of third-party registrations on your behalf.
  • The expire-time field specifies the registration duration as reported to the registrar in units of seconds. The default is 3600 seconds, or one hour.
  • If you are using a registrar and select the use-domain-name feature, your telephone automatically creates the addresses of record in the to-address and from-address fields. It combines the user identifier that you specified on the telephone-configuration page with the local domain name obtained from DHCP or manual configuration (refer to the network-setup page for your domain name). Note that you can change the addresses of record at any time, even if they were generated automatically.
  • Specifying a value for the proxy field causes your telephone to send various SIP messages through the outbound proxy indicated by the specified address or SIP URI; otherwise, it sends all SIP messages except SIP registrations directly to the remote end.
    • If a proxy is specified and the forward-all-through-proxy feature is selected, all SIP non-registration messages are sent through the proxy;
    • if a proxy is specified and the send-1st-invite-to-proxy feature is selected, only the first invitation is sent through the proxy, which is useful when the phone is used with a redirect server;
    • if neither of these features are selected, only dialed numbers and unresolved URIs go through the proxy.
    • If a proxy is specified and the register-through-proxy feature is selected, SIP registration messages are sent through the proxy.

    A SIP proxy is useful for traversing firewalls, assuming your proxy can rewrite addresses, and handling unresolvable SIP URIs, such as telephone numbers. When both a SIP registrar and proxy are specified, you can have your telephone register directly with the registrar rather than through the proxy.

  • To use a voicemail server, specify its address in the voicemail-server field.
  • To use an external conference server rather than the built-in conferencing capabilities of your telephone, specify the server's address in the conference-server field.

Your changes only take effect when you commit them.

 

Memory Keys and Phonebook Maintenance

This page is used to set and maintain the speed-dial memory keys and the phonebook. The page looks something like this:

For each memory key, fill in the nickname (no spaces) and SIP URI, such as
    SethJones sip:192.168.1.100
and then click the save button. The "sip:" is optional—your telephone automatically prepends it if missing.

The phonebook is a little different than the rest of the website. Elsewhere, you maintain a few fields; with the phonebook, you maintain a list of SIP URIs along with nicknames for the people associated with them.

  • To add an entry to the phonebook, fill in a nickname (no spaces) and SIP URI, such as
        pancho_h sip:+14085550100@172.16.0.222
    and then click the add button, which commits your addition. The "sip:" is optional—your telephone automatically prepends it if missing.
  • To delete entries, select one or more, and then click the delete button, which commits your deletion.
  • To change entries, you must delete and then add them again.
  • Alternatively, from this page you can load a phonebook from your PC as a text file that you created through some other means. Importing a phonebook commits the additions to your telephone. Note that importing is additive. It does not replace your existing phonebook even if entries have the same name. A line that starts with the # character is ignored as a comment line. The space and tab characters can appear anywhere except within a nickname or URI.
  • You can also save the phonebook to your PC as a text file. This text file contains any number of phonebook entries, each on a separate line made up of a nickname and SIP URI.

Whenever entries are added to the phonebook, either through the website or by importing a phonebook from your PC, there is the possibility that one or more entries will have the same nickname. Your telephone resolves this conflict by appending a number to nicknames as needed to make them unique. For example, if the phonebook on your telephone already contained an entry with the nickname, pancho_h, and the user imported a phonebook from a PC that contained an entry with the same name, the second entry would be named pancho_h2 in the telephone phonebook.

 

Password Configuration

This is the page where you specify the admin and user passwords that grant access to your telephone's website and menu. To change a password, select the one you want to change, specify the current password and the new password you would like to use. Enter the new password a second time to help prevent establishing a password with an unknown typographical error. Once you enter the current password and the new password twice, click the button to commit your change. Your changes only take effect when you commit them. If you forget your password, there are several ways you can restore the factory default (see the section, Troubleshooting). The password-configuration page looks like this:

 

Advanced Settings

Like the server page, the advanced-settings page requires familiarity with SIP. Here, you can specify, for example, the default SIP port for your telephone, a syslog server, autodial parameters, keepalive settings, your preferred codec, and whether to use preloaded route. However, you should only use these fields if you have extraordinary needs and a full understanding of their meaning.

  • The default SIP and RTP ports, which are normally 5060 and 5012, respectively, are the ports at which you wish other parties to contact you. Note that the RTCP port is not specified because it always is the RTP port + 1.
  • If you have a NAT/firewall that you want to traverse, specify its WAN, or outside, IP address. You also need to configure rules in your NAT/Firewall to forward incoming SIP, RTP, and RTCP UDP packets to the ports on your telephone, e.g., 5060, 5012, and 5013. Multiple phones behind the same NAT may be configured with different sets of ports. (If you use a proxy server, it must support ports in addition to the default ports.) For example, if you have two telephones, you could configure one to use SIP port 5060 and RTP port 5012 and the other to use SIP port 5070 and RTP port 5022. You would then need to configure your NAT/firewall to forward all incoming UDP packets for ports 5060, 5012, and 5013 to be forwarded to the IP address of your first telephone and forward all incoming UDP packets for 5070, 5022 and 5023 to be forwarded to the IP address of your second telephone.
  • You can specify a syslog server for the logging of SIP messages received from and sent to your telephone. Setting up a syslog server is beyond the scope of this document. Leave the syslog-server field blank if you do not understand what a syslog server is, effectively disabling the syslog feature.
  • The autodial fields are for connecting to the remote proxy without dialtone or ringing.
  • When the session-timer feature is enabled, your telephone uses a keepalive mechanism in order to better detect whether a call has been disconnected.
  • If you have a preference, you can influence which audio codec your telephone uses by specifying a preferred codec.
  • The preloaded-route feature adds a SIP "Route:" header in outgoing messages to request that the outbound proxy be included in all return paths. This is ideal for firewall traversal for those SIP proxies that support this feature.
  • Rather than configure your telephone from the website or menu, you can alternatively download configuration files from a TFTP or HTTP server (see the Auto-configuration appendix for details). The configuration-server-type field specifies which protocol to use to download the files. If you select HTTP and access the HTTP server through a proxy, you can specify the proxy address and port number. The configuration-server-address field contains the address of the server from which your telephone downloads configurations and a dial plan via its optional auto-configuration feature. Note that this is not where the address is specified of the file server from which your telephone downloads software upgrades (see the appendix, Updating the Software). The only profile type currently supported is that described in the Auto-configuration appendix (Profile-C), so set the auto-config-profile field to NONE to further disable auto-configuration and to Profile-C to enable it. The auto-config-path field specifies the path, relative to the server's starting directory, from which your telephone downloads the configuration file (this is also used for downloading a dial plan). You can also force your telephone to load the configuration file every time it boots by checking the auto-config-every-boot field; otherwise, it loads the file just when you click the commit button on this page.
  • If you would rather download a dial plan from a server rather than specify it on the telephone-configuration page, store the dial plan in a file in the same directory as the auto-configuration" configuration files on your server. Name the file, "dialplan.conf." Note that the auto-configuration path also applies to the dial-plan file and that the dial plan is downloaded from the server specified on the servers page.
  • Disabling feature codes causes your telephone to not process and to instead pass through all key presses for "star" feature codes, e.g., *67, *69, *70, and *99, for downstream processing.
  • Disabling CALL 1/2 during calls allows for other methods of getting a second dial tone. For example, disabling CALL 1/2 and selecting RFC 2833 as the transmit-DTMF method causes the phone to simply transmit the RFC 2833 "flash" event instead of processing this key press internally.
  • You can specify to only use UDP SRV search in order to limit the means of DNS name resolution.
  • Select the method that you would like your telephone to use to transmit DTMF—keypad presses—during a call. The choices are
    • the INFO method as defined in IETF RFC 2976,
    • injected into the RTP stream as defined in IETF RFC 2833 (if the remote end does not support, in-band is used), and
    • in-band as audio.
  • Headset support must be enabled here for your headset to work. Simply plugging a headset into your telephone is not enough to make it work.
  • If you would like your telephone to automatically go offhook when it receives a third-party REFER message, enable it here. This is for situations where the user initiates a call from a third-party device, such as a PC-based softphone or click-to-talk feature, but then wants your telephone to go offhook and actually place the call.

Make any changes you need on this page and then click the button to commit them. Your changes only take effect when you commit them. There is also a button that you can click to restore the factory defaults.

 

Upgrade

See the section, Updating the Software.

 

Menu

You enter the menu by pressing MENU/BACK while your telephone is idle. From here, you can update the software in your telephone, view call logs, read and write IMs, set up call forwarding, configure and reset your telephone, and configure its memory keys. Please refer to the following Navigation Map for detailed information on how to navigate the menu.

 

Data-entry Modes

There are two modes in the menu for entering data from the keypad. The mode is automatically determined based on the type of data that your telephone is expecting. When your telephone is expecting input only in the form of a network address, the network-address mode is used and 123 is displayed in the LCD; when expecting text such as a SIP URI or nickname, the alphanumeric mode is used (see table, below). The alphanumeric submode is indicated by the 123, abc, or ABC softkey label in the LCD.
Key Network- address Mode Alphanumeric Mode
123abcABC
NumericLower-caseUpper-case
111<space><space>
222a b cA B C
333d e fD E F
444g h IG H I
555j k lJ K L
666m n oM N O
777p q r sP Q R S
888t u vT U V
999w x y zW X Y Z
000. @ _+ =
*..* [ <, $ &
#.#: ] >; ? /

In network-address mode, the keys, 0 through 9, map to themselves, and * and # map to a period. This is sufficient for entering normal, IPv4 network addresses.

In alphanumeric mode, what a key maps to is determined by the current submode, which can be numeric, lower-case alphabetic, or upper-case alphabetic. This is indicated by the submode indicator described above. You cycle to the next submode by pressing the 123/abc/ABC softkey. In numeric submode, the keys, 0 through 9 and #, map to themselves, and * maps to a period. In the alphabetic submodes, 1 maps to a space character, 2 through 9 map to a letter, and 0, *, and # map to a punctuation character. For keys that map to a letter or punctuation, you select a particular character by repeatedly pressing the key until the character you want is displayed. A vertical-line cursor indicates that you can continue pressing the same key to select a character for the current cursor position. If you wait more than two seconds, the cursor changes to a solid block, which indicates that your telephone has accepted the currently selected character and is ready for you to select a character for the next position. If you press another key on the keypad within two seconds, the currently selected character is accepted and your telephone is ready for you to select a character for the next position.

For both modes, pressing the ENTER or SAVE softkey saves the currently displayed value and terminates data entry, and pressing the DEL softkey acts as a backspace key by removing the right-most character from the LCD.

 

Menu Navigation

  • You enter the menu structure at the top by pressing MENU/BACK when your telephone is idle.
  • Possible softkey choices (and their resulting displays) for a display are all indented one level, below the display.
  • Pressing MENU/BACK backs up one menu level, to the first outdented display above.
  • Upon leaving the bottom of a submenu (no display, indented below it), your telephone typically exits the menu and returns to the Ready display or the next submenu is straightforward and there is no point in describing it here.
  • Going offhook momentarily completely exits the menus. You can do this by either briefly lifting the handset off the cradle or pressing SPEAKER/HEADSET twice.
John Smith
192.168.1.111
Serial #KT20A2000865
 
SipTone(TM) III 1.3.0
build 105
______________________
UPGRD  LOGS  IM  SETUP

 

 

 

Copyright © ipDialog, Inc. 2002-2006 All rights reserved.