Product Training UCS 4.0.0 Software Features

1. Product TrainingUCS 4.0.0 Software Features August 2011

2. Welcome to the UC Software 4.0.0 Feature Training Presentation • This slide deck will provide you with a thorough overview and benefits of the new features and enhancements available in the UCS 4.0.0 and 4.0.1 software releases supporting: • SoundPoint IP desktop phones • SoundStation IP conference phones • VVX business media phones • SpectraLink 8400 Series wireless handsets • Topics: • New Platforms • End User Features and Enhancements • Administrator Features and Enhancements • 3rd Party Application Development Improvements

3. UC Software 4.0.0What is Polycom UC Software? • Single software solution servicing needs of: • Multiple Product families – SoundPoint IP, SoundStation IP, VVX, SpectraLink (Wifi) • Multiple LOB – Service provider, SMB, Enterprise • Multiple inter-operability and eco-system partners • Releases implemented in Trains • Goal of 2 feature release trains per year • 1 or 2 maintenance patches between feature releases • New product introductions added to the release stream to meet market demand Solution recognized as the ‘most inter-operable VoIP solution.’ Widely deployed by SPs servicing SMB marketplace.

4. UC Software 4.0.0Supported Platforms VVX 500 (Malbec) SoundStation Duo (Insight) SpectraLink 8440 (Phoenix)

5. UC Software 4.0.0New Platforms Roadmap POR POI Chinese Language Phone VVX 500 (Malbec) SpectraLink 8400 (Phoenix) SoundStation Duo (Insight) UCS 4.0.0 Phoenix June UCS 4.0.0B August UCS 4.0.2 December UCS 4.0.1 September

6. UC Software 4.0.0Deprecated Products • The following products will not support UCS 4.0.0 or greater • SoundPoint IP 320 • SoundPoint IP 330

7. End User EnhancementsSummary • Productivity Suite 2 • Polycom Desktop Connector • Exchange Calendaring • Next-Gen Contact Directory • Predictive Dialing • Flexible Home Screen Layout (VVX 1500) • Multicast Group Paging • Improved Call List Management • Persistent Ring Volume After Reboot • Auto-answer an Incoming Call With A Muted Microphone • USB Keyboard Support (VVX 1500) • Audio-Video Toggle (VVX 1500) • Flexible Line Key Assignment • Notification Profiles (SL 8440) • User Profiles • Unified Call Appearance List • Microsoft Lync Integration (UCS 4.0.1)

8. Administrator EnhancementsSummary • Diagnostics • User Accessible Network Diagnostics • Warning and Error Notification Management • Security • 802.1x Authentication • Improved Management of Trusted CA Pool • Custom Device Certificates • Provisioning • Web Configuration Utility & Provisioning • BootROM (Updater) Enhancements • Secure BootROM (Updater) HTTPS Provisioning • Distributed Polling for Software Upgrades • Faster Boot Time • Improved Boot-Up Behaviour • Reset Phone To Factory Defaults • Host Name for DHCP Registration • Geographical Redundancy Enhancements • Enhanced Soft Keys and Enhanced Feature Keys do not require a reboot Improved manageability of Polycom devices

9. 3rd Party Applications EnhancementsSummary • Microbrowser Enhancements • Ability to control allowable characters in the input fields • Display custom soft-keys in the input fields • Ability to use the dial-pad to select entries from a list • Play .wav files while off-hook using speakerphone

10. UC Software 4.0.0Competitive Differentiation Features compared with: snom, Aastra, Grandstream, Yealink, Cisco

11. End User Features and Enhancements

12. Polycom Desktop Connector

13. Polycom Desktop Connector – PDCOverview Benefits • PDCgreatly improves user experience and efficiency • Keyboard: enter text using PC keyboard (all languages are supported: German, Chinese, Arabic…) • Mouse: easily navigate and select the phone menus using PC mouse (especially useful for VVX 1500 Web Browser) • Copy and Paste: Copy text from your PC to the phone menus Overview • Allows sharing of keyboard & mouse between user’s computer & Polycom device (VVX 500/1500) Polycom Desktop Connector Polycom device becomes an extension of your desktop PC

14. Polycom Desktop ConnectorInstallation • PDC Client – phone • Part of software release (UC Software 4.0.0 or later) • By default enabled on the phone. Two levels of permissions: • apps.ucdesktop.adminEnabled = 1 (admin level enabled) • apps.ucdesktop.enabled = 1 (user level enabled) • PDC Server – user’s computer (PC) • Download the installer (PolycomDesktopConnector.msi) from: • http://www.polycom.com/products/voice/applications/index.html • Install PDC server on the PC (Windows XP, Vista or 7) • Additional steps may be required depending on the particular configuration: • Configure PC firewall not to block PDC server • Configure PC anti-virus software not to block PDC server

15. Polycom Desktop ConnectorConfiguration • Requires IP routing between voice and data VLANs • Two types of PC-to-phone connections: • Direct – the PC is connected to the phone through the phone’s PC port • Indirect – the PC and the phone are connected through a hub or a switch • Configuration options can be provisioned using: • web interface (Settings → Applications → PDC Client) • .cfg files • user menu

16. Polycom Desktop ConnectorConfiguration cont. • Direct connection • Phone automatically tries to connect to the PC after a reboot or once a network connection is detected. • User can manually initiate connection: • Unplug and plug the network cable form the PC port. • From menus: Main Menu → Settings → Basic → PDC configuration → press “Reconnect” soft button (no need to enter any parameter)

17. Polycom Desktop ConnectorConfiguration cont. • Indirect connection • Main Menu → Settings → Basic → PDC configuration • Enter PC’s IP address into “Server Address” field • Press “Save” soft button

18. Polycom Desktop ConnectorConfiguration cont. • Accept PDC connection on the PC • Accept PDC connection on the phone • Configure phone’s orientation(left or right) Polycom Desktop Connector

19. Exchange Calendaring

20. Exchange CalendaringOverview Benefits • Greatly enhanced user experience and efficiency • See meeting details and reminders on your phone • Join meetings with a simple click (no need to remember dial-in numbers anymore) Overview • Integration of users’ Microsoft Exchange Calendar with Polycom devices (VVX 500/1500, SL8440) Exchange integration further enhances Polycom UC devices

21. Exchange CalendaringConfiguration • Administrator’s configuration (.cfg) • exchange.server.url = https://172.24.x.x/EWS/Exchange.asmx • feature.exchangeCalendar.enabled = 1 • User’s configuration: • Main Menu→ Settings → Basic → Login Credentials • Domain • User (windows login name) • Password • Does not require PCO (Polycom Conferencing for Outlook) plug-in

22. Exchange CalendaringMonthly View Press Calendar icon to toggle the calendar view Press on the meeting to get the meeting details Navigate to previous or next month Navigate to previous or next day

23. Exchange CalendaringMeeting View Navigate to previous or next day One click to join a meeting

24. Exchange CalendaringAdditional Actions Open links from the meeting’s description Call an alternative number

25. Exchange CalendaringReminders One click to join a meeting

26. Next-Gen Contact Directory

27. Next-Gen Contact DirectoryOverview Benefits • Flick-scroll • Easy call list search Overview • “Smartphone” directories (VVX 500/1500) • Unified call lists Familiar “Smartphone” experience

28. Next-Gen Contact DirectoryHow To Use • Configurable call list view • Sort option for call lists

29. Next-Gen Contact DirectoryHow To Use • Option to edit the entry before dialing • On VVX 500 (Malbec), speed dial buttons are shown as Favorites list under Directory menu VVX 500 VVX 1500

30. Predictive Dialing

31. Predictive DialingOverview Benefits • Enhanced user experience and efficiency • Fast and easy dialing (especially with PDC) Overview • “Smartphone” like predictive dialing (VVX 500/1500) • Smart search of both call lists and directories Fast “Smartphone” dialing

32. Predictive DialingHow To Use • Predictive dialing entry can be both numbers and text • Text can be entered only by PDC • VVX 500 (Malbec) searches both call lists and directories • VVX 1500 searches only call lists Directory entry Call list entry

33. User Profiles

34. User ProfilesOverview • A unique profile which stores the user’s personal phone information (contact directory, speed dials, phone settings) onto the provisioning server • Users may access their profiles anywhere using any phone connected to the provisioning server. • Users may also log in on more than one phone at a time Provides greater flexibility for remote and mobile users and for deployments which have common phones

35. User Profiles How To Log In • Log in by selecting the Log in soft key or through Menu → Features → User Login → Log in or

36. User ProfilesHow To Log Out • Log out by selecting the Log out soft key or through Menu → Features → User Login → Log out → Yes or

37. User ProfilesHow To Change Your Password • Change your password by selecting Menu → Features → User Login → Change User Login Password → Enter Old and New Password

38. User ProfilesSet up the phone configuration files • Configure the site.cfg file • Set prov.login.enabledto 1 • Set other prov parameters to customize the user profiles behaviour Customizable behaviours

39. User ProfilesSet up the user configuration files • Create a user.cfg file using XML Notepad. • Right-click, select Processing Instruction→Before. Name the parameter XML • Right-click, select Element→Before. Name the parameter polycomConfig • Right-click polycomConfig and select Attribute→Child. Name the parameter xmlns:xsi 2 1 3

40. User ProfilesSet up the user configuration files cont. • Create a user.cfg file using XML Notepad cont. • Right-click polycomConfig and select Attribute→Child. Name it xsi:noNamespaceSchemaLocation • Right-click polycomConfig and select Element→Child. Name it prov • Right-click prov and select Attribute→Child. Name it prov.login.localPassword • Repeat Step 6, but name the file prov.login.localPassword.hashed • Rename the file to loginName.cfg. The file name will be the login of the user and can only be changed by an administrator • Ex. User = BobSmith. User.cfg → BobSmith.cfg • Add parameters for phone functionality (line registrations, features, etc…) in the loginName.cfg or MACaddress.cfg • Parameters set in the loginName.cfg have higher precedence than in the MACadddress.cfg

41. User ProfilesSet up the user configuration files cont. • Configure the parameters in the loginName.cfg file which you just created Required parameters

42. User ProfilesSet up the master configuration files • Update the MACaddress.cfg file to include the site.cfg file and the directory of the loginName.cfg file

43. Flexible Home Screen Layout

44. Flexible Home ScreenOverview Benefits • Improved effectiveness for answering positions • Increase call handling Overview • Display up to 29 line appearances, direct station selection (with presence) and speed dials (VVX 1500 only) • Used in conjunction with CMA More efficient screen utilization

45. Flexible Home Screen LayoutHome Screen • If more than 5 soft-buttons are configured, the “More” button is displayed to enable the user to view full screen. • The VVX displays up to an additional 24 stations (with presence) or speed dial buttons

46. Multicast Group Paging & PTT

47. Multicast Group Paging & PTTOverview • PTT • Users can use one-way audio calls to collaborate with peers using both wireless and desktop phones • User must press and hold a soft-key (desktop) or dedicated hard-key (wireless) to invoke the calls Paging • Users can send one-way audible pages to one of multiple available groups of phones • The audio page is played over the receiving phones’ speaker No need for overhead loud speakers.Subscription based peer-to-peer signaling. Call server independent.

48. Multicast Group Paging & PTTAudio Broadcasting • Originator uses the phone’s handset or PTT button to broadcast audio over the receiving phones’ speaker

49. Multicast Group Paging & PTTPaging Features • Available for all desktop, conference and wireless phones • Flexible configuration options available • Up to 25 Groups are available • Each can be set on a per-phone basis • Prioritized groups are available • Default, Priority, Emergency • Emergency pages override receiving phones preferences so that they are forced to be played • Emergency pages are played at the loudest volume setting • Overrides DND and other user preferences

50. Multicast Group Paging & PTTPTT Features • Interoperates between SpectraLink 84xx WiFi phones and SoundSoint/SoundStation/VVX desktop phones. • 25 “Channels” are available to associate various memberships • As opposed to “Groups” in Paging