CVI service for Microsoft Teams: order, setup and monitoring

This article explains how to order and set up Pexip's Cloud Video Interop (CVI) Service for Microsoft Teams, add trusted devices for SIP Guest Join, choose a different layout, and describes the subsequent license/usage monitoring that occurs.

Ordering and setting up Pexip's CVI Service

  1. Order a CVI service for MS Teams License plan.

    • You cannot set up a CVI Service for MS Teams unless you first have a Domain Hosting License plan and a CVI service for MS Teams License plan.
    • If the customer has Enterprise Room Connector Premium for Microsoft they can also order FullHD for ERC Premium Microsoft as an add-on that enables them to receive 1080p video and content.
    • If the customer requires a second or subsequent CVI service (on another domain), you can only order this by submitting a support request to Pexip Support.
    • For tips on how to order a license plan, see Ordering a new license plan.
  2. Ensure that the calling domain and the Microsoft 365 domain the customer will use for the interop service have been verified.

    Before Pexip can provision the CVI service, the customer administrator must have set up the DNS SRV records and DNS TXT record for their calling domain, and then you must complete the calling domain verification process. If a new domain was ordered as part of this process, the customer administrator should have received an email with instructions on how to do this.

    As with the calling domain, before Pexip can enable the CVI service, the customer administrator must set up a separate DNS TXT record for their Microsoft 365 domain (their tenant domain), and then you must have completed the Microsoft domain verification process. When setting up the Microsoft 365 domain in the partner portal, the customer administrator should have received an email with instructions on how to do this.

  3. Initiate the CVI Service for MS Teams process:

    1. Select your customer in the portal.
    2. Select the Interop tab, and select the + Add CVI service for MS Teams button.
    3. Complete the fields:

      Calling Domain Select the custom calling domain the customer will use for the interop service.
      Microsoft 365 Domain Select the Microsoft 365 domain the customer will use for the interop service.
      O365 Admin Emails Specify the customer recipient(s) who will create the tenant trust relationship. This defaults to the main contact address but you can add other addresses if required.
      Service Notification Emails Specify the customer recipient(s) who will receive service notifications, for example that the service is ready for use. This defaults to the main contact address but you can add other addresses if required.
    4. Select Next.

  4. The specified customer O365 administrator is sent an email advising how to create a tenant trust relationship between their O365 instance and the Pexip Service.

  5. After the customer has completed their setup steps, an internal process is triggered at Pexip for the provisioning of the CVI service for this customer.

  6. When provisioning is completed (this should be within minutes), a readiness email is sent to the customer (to the Service Notification recipients).

  7. The customer may now begin to use the CVI service for MS Teams.

The customer process is fully described in Microsoft Teams setup for Pexip CVI.

Enabling SIP Guest Join

Pexip's standard Microsoft Teams interoperability solution allows your customers (and their guests) to use their own video conferencing endpoints to join Microsoft Teams meetings that they are hosting. The "SIP Guest Join" (SGJ) feature lets them join Microsoft Teams meetings with their own video conferencing endpoints where that meeting is being hosted by an external third-party organization who has not enabled Pexip interoperability themselves.

Scope and limitations

This is a Teams commercial focused capability, thus all Teams meetings for Work or School i.e. used by enterprises and most governments in the commercial cloud are supported.

Note that the following are not supported:

  • Teams meetings with "" (part of Teams for Home or Small Business)
  • Teams meetings with "" (part of the Microsoft Government cloud)


As a prerequisite to enabling Guest Join the customer must:

  • Enable One-Touch Join — either using One-Touch Join for Pexip Service (controlled via Pexip Control Center) or via a self-hosted Pexip Infinity platform that is dedicated to managing OTJ. Note that if they use a self-hosted Pexip Infinity platform for OTJ, then they need to add a suitable OTJ Meeting Processing Rule to handle invitations to Microsoft Teams meetings.
  • Register their endpoints to the Pexip Service or have the Trusted Devices add-on (this is included in the ERC Premium license bundle).

Setting up trusted devices (if required)

If the customer's devices are registered to the Pexip Service, then no further configuration is required — there is no need to configure any trusted devices.

For customers who are not registered to the Pexip Service (i.e. self hosted Pexip Infinity customers), you must create the customer as a company in the Partner Portal in the standard manner, and they need to purchase a Trusted Devices license for the number of endpoints they own. This license will allow trusted join for Teams/Google Meetings on the Pexip Service and also enable them to use the SIP Guest Join feature.

After the customer has been created on the Partner Portal, you must configure their Trusted Devices (see Trusted Devices: trial, orderability and configuration for general details):

Under the Interop tab, in the Trusted devices configuration section, add one or more rules as required.

  • Set Policy action to Trust.
  • Set From domain to the domain presented in the customer's VC systems.
  • Set Source IP Address to the IP address that their SIP signaling will come from (typically their public-facing Conferencing Nodes or their VCS Expressway).

You need to add one Trusted Device per IP address of the public-facing servers that will send SIP calls to the Pexip Service. Note that when setting up trusted devices for SIP Guest Join, the Source IP must be a /32 address (i.e. a single IP address); larger subnets are not supported in Guest Join scenarios.


By default, the Teams-like layout is used for VTCs connecting to Teams meetings. However, customers can choose to use any one of the following layouts as their default layout:

  • Teams-like (similar to the meeting experience seen by native Teams clients — see below)
  • 1+7 (1 large main speaker and up to 7 other participants)
  • 1+0 (full-screen main speaker only)
  • Equal 2x2 (4 speakers)
  • Equal 3x3 (9 speakers)

Dynamic meeting controls

Also see Using endpoints to control the layout and manage meetings for information about how customers can dynamically change the layout during a meeting.

Note that:

  • Teams-like and the 1+0 layout are not included in the dynamic layout cycling feature, even if it is configured as the initial/default layout.
  • Teams-like is not available in the Meeting Controls macro as a layout option, even if it is configured as the initial/default layout.

In addition to cycling through Pexip's layouts you can also switch to Microsoft's Large Gallery view.

Teams-like layout

Pexip offers a Teams-like layout for VTC systems that looks and operates in a similar manner to the meeting experience seen by native Teams clients. In this layout, spotlighting, use of avatars for audio-only participants, active speaker indication and raised hand indicators all have a similar look and feel to the native Teams layout.

The Teams-like layout also supports multiscreen participant display, and receiving the presentation stream as part of the layout mix.

A comparison of the user experience between the 1+7 layout and the Teams-like layout is shown below.

CVI meeting with the 1+7 layout

CVI meeting with the Teams-like layout

Teams-like with two video participants

Teams-like with spotlighting and raised hand

Teams-like with presentation

Teams-like with dual screen

Teams-like with dual screen and presentation

Microsoft's Large Gallery view

Host VTC participants can toggle between their current layout and Microsoft's Large Gallery view by entering *3 via their keypad. Note that:

  • There can sometimes be a short delay before the Large Gallery view takes effect.
  • While in Large Gallery view, using *8 to cycle layouts has no visible effect but you will see the effect if you toggle back out of Large Gallery view.

Additional information on other layouts

Here's a demonstration video showing some of the layouts in use:

Please raise a support ticket (one per customer) if you would like to request a different default layout for your customers. Note that you cannot request or set the layout via the partner portal.

1+7 layout

1+0 layout: full-screen main video

Equal 2x2

Equal 3x3

License/usage monitoring

To ensure the best possible user experience, we want to notify our CVI for Teams customers and their partners about possible over-usage of license capabilities. We therefore send out two separate notifications to the customer administrator and the partner:

1. When usage is getting close to full license capacity

  • This warning is only sent to customers with 10 or more concurrent call licenses.
  • Sent if customer is using 80% or more of licenses bought.
  • After an email is sent, the system waits a minimum of 7 days before sending a new mail.

2. When usage is exceeding license capacity

  • Triggered if using more than 100% of licenses bought.
  • Sent a maximum of once per day.

Emails are sent to:

  • The company administrator.
  • The partner account manager.
  • The recipients in the Service Notification Emails field (Interop tab settings).
  • Pexip inside sales.