Setting the Default Transfer Method

The default transfer method for Polycom phones can be specified within the configuration files on the provisioning server. This feature was added to the Polycom firmware in version 5.3.0 so take care to note the firmware version for the CTID in question if you attempt to configure this. If the firmware version is not sufficient for supporting this feature, please consult with John Knight and/or Kendall Weaver to a firmware upgrade. An upgrade may not be feasible for all CTIDs as older phones may not support firmware version 5.3.0 or newer. You can verify the firmware version within the CTID home folder by running:

cat sip.ver

There are two options for setting the default transfer method: “Blind” and “Consultative”. Each can be set within the configuration using a single line of XML code. To set the default transfer method as “Blind” please use the following:

<call call.DefaultTransferType="Blind" />

To set the default transfer method as “Consultative” please use the following:

<call call.DefaultTransferType="Consultative" />

 

Either line of XML code can be injected into the appropriate configuration file for either an individual phone or for the entire CTID. There are a few best practices:

To set this in an individual phone, locate the file named with the extension number and the final six characters of the phone’s MAC address. Add the line of XML code on the second line from the end, directly above the </phone1> closing tag. Make sure the new line of XML code goes on its own line. You may then save and close the file and reboot the phone.

To set this across an entire CTID, locate and open the Config/site.cfg file. Add the line of XML code on the second line from the end, directly above the </polycomConfig> closing tag. Make sure the new line of XML code goes on its own line. You may then save and close the file and schedule a system-wide reboot of all the phones.

Occasionally you may find that the default transfer type has already been specified in individual phone configurations when you need to set the option system-wide or across multiple phones. In these cases it may be most beneficial to add a new configuration file. To do so, create a new file within the Config directory and name it appropriately:

nano Config/transfer-type.cfg

And place within it the following XML code adjusting the call.DefaultTransferType option as needed:

<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<polycomConfig xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="polycomConfig.xsd">
 <call call.DefaultTransferType="Blind" />
</polycomConfig>

You may then add the new configuration file to the individual phones by editing the <mac>.cfg file for the intended phones and ensuring that the new configuration file is loaded last. Optionally you may use a text find/replace program such as sed to add the file to multiple phones simultaneously.