MITEL APPLICATION NOTE

MITEL APPLICATION NOTE for ClearOne CONVERGE Pro 2 128V Date: February 23, 2018 App Note Number: TC - 18008 For use with: Product: ClearOne CONVERGE Pro 2 128V Mitel Connect ONSITE System: ST Connect 21.82.2142.0

Contents Contents... 2 Introduction... 3 Network Topology... 4 Special Notes... 5 ShoreTel Configuration... 6 ClearOne CONVERGE Pro 2 128V IP Phones Configuration... 12 Conclusion... 26 Additional Resources... 27 ShoreTel. Brilliantly simple business communications.... 27 ShoreTel tests and validates the interoperability of the Member's solution with ShoreTel's published software interfaces. ShoreTel does not test, nor vouch for the Member's development and/or quality assurance process, nor the overall feature functionality of the Member's solution(s). ShoreTel does not test the Member's solution under load or assess the scalability of the Member's solution. It is the responsibility of the Member to ensure their solution is current with ShoreTel's published interfaces. The ShoreTel Technical Support organization will provide Customers with support of ShoreTel's published software interfaces. This does not imply any support for the Member's solution directly. Customers or reseller partners will need to work directly with the Member to obtain support for their solution. Page 2 of 27

Introduction This document describes the configuration procedures for integrating the ClearOne CONVERGE Pro 2 128V as SIP extensions on the ShoreTel Connect Onsite system. ClearOne ClearOne provides voice and visual communication solutions to the world. ClearOne is a global company that designs, develops and sells conferencing, collaboration, and network streaming & signage solutions for voice and visual communications. The performance and simplicity of its advanced, comprehensive solutions offer unprecedented levels of functionality, reliability and scalability. Features As a market leader, ClearOne is focused on developing cutting-edge conferencing and collaboration products. We are known for our industry innovation, committed to incorporating the latest technologies into our product lines. The industry's first professional-grade Beamforming Microphone Array - and now the secondgen release The industry's first product to use Distributed Audio Echo Cancellation in an audio conferencing system The industry's first conference phone to provide wireless conferencing The industry's first fully-scalable conference phone that daisy-chains multiple phone units. The industry's first product to bridge the wide price/performance gap that existed between plugand-play tabletop conferencing phones and professionally-installed audio conferencing systems. Market leader for installed audio Nearly 50% global market share NASDAQ listed CLRO - visit the Investor Relations page for further financial information Contact Information Technical Support ClearOne Tel: +1 800 283 5936 or +1 801 974 3760 5225 Wiley Post Way Suite 500 Email: tech.support@clearone.com Salt Lake City UT 84116 Tel: +1 408 586 6000 Tel: +1 800 765 9266 Page 3 of 27

Network Topology Test Environment ShoreTel Connect ONSITE Server ShoreTel Virtual Phone Switch ShoreTel Voice Switch ShoreTel IP Phones ClearOne CONVERGE Pro 2 128V IP Phones (UC Software Version 3.4.39.0) o NOTE: Only the CONVERGE Pro 2 128V was tested. The CONVERGE Pro 2 128V and 48V share the same Firmware and have equivalent VoIP functionality. The products SKUs differ only in external I/O connectivity options. NOTE: This Application Note assumes the setup, configuration and licensing of the Virtual/Physical Switches has already been completed. If you require additional information, please refer to the ShoreTel Connect Onsite Planning and Installation guide at the following location. ShoreTel Connect Onsite Planning and Installation Guide Page 4 of 27

Special Notes The following considerations must be taken when implementing ClearOne CONVERGE Pro 2 128V as SIP Extensions on the ShoreTel Connect ONSITE system. ShoreTel Extension License Extension Licenses are required for each ClearOne CONVERGE Pro 2 128V. ShoreTel SIP Phone License Deployment of SIP Extensions require a SIP Phone License. One SIP Phone License is required for each ClearOne CONVERGE Pro 2 128V SIP Extension. NOTE: For additional information on SIP Endpoints with a ShoreTel Connect ONSITE system, please refer to Chapter 19 of the ShoreTel Connect Onsite System Administration Guide. Page 5 of 27

ShoreTel Configuration This section describes the detailed steps required on the ShoreTel Connect ONSITE system to configure ClearOne CONVERGE Pro 2 128V as SIP extensions. Call Control Options The CONVERGE Pro 2 128V was tested using the call control settings shown below with no issues. This section describes the SIP settings required on the ShoreTel system to work with CONVERGE Pro 2 128V. This is accomplished from ShoreTel Connect Director. 1. Navigate to Administration Features Call Control Options 2. Verify the parameters located under the SIP section 3. Realm: The realm is used in authenticating all SIP devices. Changing this value will require a reboot of switches serving as SIP extensions. It is not necessary to modify this parameter 4. Enable SIP Session Timer: Ensure this parameter is checked 5. Session interval: Session interval value indicates the SIP session registration period. There is no need to modify the default value of 1800 seconds. 6. Refresher: The refresher setting decides if user agent client or user agent server refreshes the session. There is no need to modify the default value of Caller (UAC). 7. Click SAVE (All other parameters were left at their default values.) Page 6 of 27

SIP Proxy Settings Allocating Ports for SIP Extensions This section describes the Switch configuration required on the ShoreTel system to work with the CONVERGE Pro 2 128V device. Depending on the switch type, ShoreTel Voice Switches, and Virtual Phone Switches support variable numbers of SIP Proxies and IP Phones, and can be verified on the Switch Edit page of ShoreTel Connect Director. ShoreTel ShoreGear Switches with processing resources that support Digital and Analog ports can be reallocated to support 100 SIP Proxies. The ShoreTel Administrator can define one of the Port Type settings from the available ports to 100 SIP Proxy, as well as sufficient IP Phone ports to support the total number of Polycom VVX IP Phones. The following example shows Port allocation designated on a ShoreTel SG-90 for IP Phones and SIP Proxy resources If the ShoreTel ShoreGear Switch that you have selected has built-in capacity (i.e., ShoreGear 50/90/220T1/E1, etc.) for IP phones and SIP trunks, you can also remove 5 ports from the total number available to provide the 100 SIP Proxy configuration necessary. Every 5 ports you remove from the total available will result in 100 SIP Proxy ports being made available. The following example shows 5 ports removed from total available resulting in 100 SIP Proxy ports being available. Page 7 of 27

Site Settings In the Site Settings page confirm that the CONVERGE Pro 2 128V is configured to register to the Primary Switch 1 and not the Virtual IP Address. Page 8 of 27

SIP Profile This section describes the SIP settings required on the ShoreTel system to work with ClearOne CONVERGE Pro 2 128V. This is accomplished from ShoreTel Connect Director. The SIP Profile is created in the IP Phones SIP Profiles section and requires 2 custom parameters. 1. Navigate to Administration > Telephones > SIP Profiles 2. Click New to add a profile 3. Define a Name for the profile 4. In the User Agent text box type ClearOne CONVERGE Pro 2 128V.* (without quotes) 5. Priority will be default to 100 (No change is needed here) 6. Check the Enable checkbox 7. In the Custom Parameters text box a. AddGracePeriod=1800 b. DelayUnregister=15 8. Click Save to apply your changes. This will eliminate any possible race conditions that can lead to the CONVERGE Pro 2 128V not being properly registered to the ShoreTel Server causing calls to fail. Page 9 of 27

Configure a ClearOne CONVERGE Pro 2 128V IP Phone as a SIP Extension This section describes the steps required to configure a ClearOne CONVERGE Pro 2 128V IP Phone as SIP Extension on the ShoreTel system. This is accomplished from ShoreTel Connect Director. 1. Navigate to Administration Users Users 2. Click New, to create a new user 3. Define the First name: and Last name: Enter the appropriate user information 4. Define an Extension: ShoreTel Connect Director will automatically assign the next available extension number, but it can also be modified to any available extension number 5. Define the License type: and Access license: In our example, Extension and Mailbox was selected for this test and Connect Client for Access license NOTE: If the License type is configured as Extension-Only, then Any IP Phone cannot be selected, but instead must be set to SoftSwitch. Page 10 of 27

6. Define a SIP phone password: There is no default SIP phone password configured, it is masked with the appearance that there is a default password, and must be defined by the ShoreTel Director Administrator. Make certain to type the password in both fields. NOTE: Please note the SIP phone password configured for the user, as it will be used later for the Converge Pro2 128V under the VoIP Phones configuration. 7. Click SAVE Page 11 of 27

ClearOne CONVERGE Pro 2 128V IP Phones Configuration The following steps detail the configuration process using the ClearOne CONVERGE Pro 2 128V to register as SIP extensions onto a ShoreTel Connect Onsite system. NOTE: The ClearOne CONVERGE Pro 2 128V IP Phones were powered up using the Power cable, connected to a system with Serial port connection with an Ethernet cable, and connected to a machine. A DHCP server was used for the network parameters, and then manually provisioned the minimum configuration parameters required for validation with the ShoreTel Connect Onsite system. NOTE: Manually determining the IP address of the 128V is only required if the Auto Discovery is not working in the CONVERGE Console application. Steps 1-8 are only required if the CONVERGE Console Auto Discovery fails to discover the unit. To access the ClearOne CONVERGE Pro 2 device, connect the device to a machine with serial cable so that Device can acquire IP address from the DHCP server.the IP Address on the Device can be found through the PuTTY/ Tera Term command interface as shown below with setting the connections. a. Baud Rate: 57600 b. Data bits: 8 c. Parity: None d. Stop bit: 1 e. Flow control: None f. If you re using Tera-Term, you should also enable Local Echo in the terminal settings 2. Once you re connected via the serial port, you should see a => prompt 3. Connect the Ethernet cable the Ethernet port. The system is set to acquire an IP address via DHCP automatically. 4. To determine the unit s assigned IP address, from TeraTerm, enter the command: => BOX * UNIT IP The unit s assigned IP address will be returned 5. Once you ve determined the unit s IP addresses, you can connect to the box using Telnet (on port 23) instead of the serial connection 6. When prompted, the username is clearone and the password is converge. Page 12 of 27

7. The Device can be access via the CONVERGE Pro 2 Console as shown below 8. Click Manually Discover IP Address and enter the IP which we have from the Box as shown below Page 13 of 27

9. If your computer is on the same subnet as the CP2 unit it will be auto discovered and the manual discovering above steps will not be needed. It CP2 unit will be discovered as shown below. Page 14 of 27

Configure the Date and Time Parameters This section describes the steps required to configure the Date and Time parameters on the ClearOne CONVERGE Pro 2 128V. 1. Select the Project data which we will upload to the Device and navigate to the Setting as shown below 2. Set the Date and Time by selecting Time Settings from Settings of Console Window of the menu bar 3. Select the time from the Time zone drop down box for time Display Format, Time Synchronization 4. The Display Format parameters were not modified from their default values Page 15 of 27

SIP Line Parameters Configuration on Converge Pro 2 128V This section describes the steps required to configure the SIP Line parameters on the CONVERGE Pro 2 128V. 1. Set the SIP Line parameters by selecting Devices Settings 2. Select the VoIP Phones tab 3. Enter the details of the Phone details like the Phone Number, Name/Label, User Name, Password, Reenter Password, and Transport Type as shown below 4. Under the heading Username, define the Display Name. In our example, we entered the ShoreTel users First Name and Last Name provisioned earlier with the ShoreTel Connect Director, under Administration Users. 5. Define the line Phone Number, and Name/Label, in our example we entered the ShoreTel users extension number for both parameters. 6. For the Password parameter, enter the SIP phone password provisioned earlier with the ShoreTel Connect Director, under Administration Users. 7. Click Close Page 16 of 27

8. Save the configuration which have made for the CONVERGE Pro 2 128V and save the config file on any local machine 9. Click Save as on the CONVERGE Pro 2 Console to Export the configuration and save on the Local machine which can be used later 10. Now load the config file by selecting the config file on the Project Planned Devices to the Box to get the Devices to register with extensions defined Page 17 of 27

11. Once the Device is loaded with the config files click on the Phone Icon on the CONVERGE Pro 2 Console to open up the Dialer Application to get the Application connected with the extension that are defined in the CONVERGE Pro 2 as shown below. 12. To get the Dialer Application connected Click on the Settings Icon on the application 13. Click the Add/Edit Icon to Add the Connection. It will create a New connection tab to enter the details of the extensions. Page 18 of 27

14. Click the Connection Info menu. The Connection info dialog will appear, as shown below. Page 19 of 27

15. Enter the Connection Name, the Converge Pro 2 unit s IP address (determined using the BOX * UNIT IP command in Step 4 in the ClearOne CONVERGE Pro 2 128V IP Phones Configuration Section), Username (default clearone ), Password (default converge ) and Label ( UA196 as defined in Step 5 above) 16. Click the Back Icon on the top left corner of the application 17. Click Save on the Edit connection info page to save the settings Page 20 of 27

18. Click the Done Icon to complete the setup 19. Click the Connection icon to connect the Dialer application with the extension that are defined in the CONVERGE Pro 2 The Dialer Application can now be used to make and receive calls on the extension defined on the Converge Pro 2 device. Page 21 of 27

Summary of Tests and Results N/S = Not Supported N/T= Not Tested N/A= Not Applicable ID Result Name Description Notes 1.1 PASS Device initialization with static IP address 1.2 PASS Device reset idle (for static configurations) 1.3 PASS Device initialization with DHCP 1.4 PASS Device reset idle (for dynamic configurations) 1.5 PASS Verify Diffserv Code Point support 1.6 PASS Verify Date and Time Update support Verify successful startup and initialization of the device up to a READY/IDLE state using a static IP address Verify successful reinitialization of device after power loss while device is idle Verify successful startup and initialization of the device up to a READY/IDLE state using DHCP Verify successful reinitialization of device after power loss while device is idle Verify the ability to set Diffserv Code Point from SIP DUT (device under test) Verify setting of Date and Time Update on SIP DUT 1.7 PASS Place call Verify successful call placement with normal dialing to a variety of terminating phones 1.8 PASS Receive call Verify successful call placement with normal dialing to a variety of terminating phones 1.9 PASS Place call - redial Verify successful call placement using re-dial to SIP Reference 1.10 PASS Place call speed dial Verify successful call placement using programmed speed dial Page 22 of 27

ID Result Name Description Notes 1.11 PASS CODEC support (DUT to ShoreTel Phone) 1.12 PASS CODEC support (DUT to SIP reference) 1.13 PASS CODEC negotiation 1.14 PASS Hold DUT to SIP reference 1.15 PASS Hold DUT to ShoreTel Verify successful call connection and audio path using all supported CODECs (G.711-Ulaw and G.729) Verify successful call connection and audio path using all supported CODECs (G.711-Ulaw and G.729) Verify successful negotiation between devices configured with different default CODECs (G.711-Ulaw and G.729) Verify successful hold and resume of connected call Verify successful hold and resume of connected call G.729 is not supported by the CONVERGE Pro 2 128V G.729 is not supported by the CONVERGE Pro 2 128V G.729 is not supported by the CONVERGE Pro 2 128V 1.16 PASS Forward Verify successful forwarding of incoming calls 1.17 PASS Forward from SIP DUT Verify successful forwarding of incoming calls 1.18 PASS Mute Verify device s mute function 1.19 PASS Out-of-band DTMF Transmission 1.20 PASS Missed call notification Verify successful transmission of out-of- band digits (RFC2833) for calls placed to and from the DUT with a variety of other devices Verify that device notifies the user about missed calls 1.21 PASS Volume Verify the device s volume adjustment function Page 23 of 27

ID Result Name Description Notes 2.1 PASS Call waiting Verify appropriate notification and successful connection of incoming call while busy with another party 2.2 PASS Park Verify successful park and retrieval of connected call 2.3 PASS Extended forward Verify extended call forwarding options busy forwarding, ring no answer forwarding 2.4 PASS Extended forward from SIP DUT Verify extended call forwarding options busy forwarding, ring no answer forwarding 2.5 PASS Transfer blind Verify successful blind transfer of connected call 2.6 PASS Transfer monitored 2.7 PASS Conference ad hoc 2.8 PASS Place call secondary line 2.9 PASS Receive call secondary line Verify successful monitored transfer of connected call Verify successful ad hoc conference of three parties Verify successful call placement using secondary line Verify successful connection of incoming call on secondary line 2.10 PASS Callback Verify successful connection of a call using the missed- call callback feature of the device 2.11 PASS Caller ID Verify that Caller ID name and number is sent and received from SIP endpoint device 2.12 PASS SIP Device Generates Busy Tone Verify that SIP DUT generates busy tone when calling a busy extension Page 24 of 27

ID Result Name Description Notes 2.13 PASS Initiate call to a Hunt Group 2.14 PASS Initiate call to a Workgroup 2.15 PASS Hunt Group Member Initiate a call from DUT and verify that calls route to the proper Hunt Group and are answered by an available hunt group member with audio in both directions using G.729 and G.711 codecs. Initiate a call from DUT and verify that calls route to the proper Workgroup and are answered successfully by an available workgroup agent with audio in both directions using G.729 and G.711 codecs. Verify that incoming calls to a hunt group can be answered properly when DUT is a member of the hunt group. G.729 is not supported by the CONVERGE Pro 2 128V G.729 is not supported by the CONVERGE Pro 2 128V 2.16 PASS Workgroup Agent Verify that incoming calls to a workgroup can be answered properly when DUT is an agent of the workgroup. 2.17 PASS Call Forward FindMe 2.18 PASS ShoreTel Converged Conferencing Server 2.19 PASS Bridged Call Appearance (BCA) extension Verify that calls are forwarded to DUT s FindMe destination. Verify that DUT works properly when it s a FindMe destination Verify that calls are properly forwarded to the ShoreTel converged Conferencing Server and it properly accepts the access code and you re able to participate in the conference. Verify that DUT can initiate calls properly to a BCA extension and the call is presented to all of the phones that have BCA configured. Verify that the call can be answered, placed on-hold and then transferred. Page 25 of 27

ID Result Name Description Notes 2.20 PASS Additional Phones (Simulring) Verify that calls ring simultaneously on DUT and ShoreTel IP Phone 2.21 PASS Account Codes Verify outbound calls when Account Codes is enabled on the system. 2.22 PASS Place call to an International Number 2.23 PASS Place a private call using *67 Verify an outbound call to the international number Verify private call from DUT using *67 Conclusion ClearOne CONVERGE Pro 2 128V was successfully validated and approved with ShoreTel Connect ONSITE. Page 26 of 27

Additional Resources ShoreTel Connect ONSITE System Administration Guide ShoreTel Connect ONSITE Planning and Installation Guide Version Date Contributor Content 1.0 July 20, 2017 Abhishanth Sayani Original document release 1.1 July 27, 2017 Abhishanth Sayani Made revisions requested by ClearOne 1.2 February 9, 2018 Abhishanth Sayani Made revisions requested by ShoreTel. ShoreTel. Brilliantly simple business communications. ShoreTel, Inc. (NASDAQ: SHOR) is a leading provider of brilliantly simple IP phone systems and unified communications solutions powering today s always-on workforce. Its flexible communications solutions for on-premises, cloud and hybrid environments eliminate complexity, reduce costs and improve productivity. World Headquarters +1 (800) 425-9385 Toll Free EMEA APAC 960 Stewart Drive +1 (408) 331-3300 Tel Inspired 8 Temasek Boulevard#41-03 Sunnyvale, CA 94085 +1 (408) 331-3333 Fax Easthampstead Road Suntec Tower 3 USA Bracknell, RG12 1YQ Singapore 038988 shoretel.com +44 (0) 1344 208800 Tel +65 6517 0800 Tel Copyright 2015 ShoreTel. All rights reserved. The ShoreTel logo and ShoreTel are registered trademarks of ShoreTel, Inc. in the United States and/or other countries. All other copyrights and trademarks herein are the property of their respective owners. Specifications are subject to change without notice.