Configuring endpoints to support One-Touch Join

When configuring Poly Trio series endpoints for One-Touch Join, you should use a Generic base profile unless your deployment specifically requires you to use a Skype for Business base profile. Configuration instructions for each are given below.

Configuring Poly Trio using a generic base profile

1. Open the endpoint's web configuration utility at https://<ipaddress>, select Admin, and log in using the admin password.
2. From Simple Setup > Base Profile select Generic and then select Save.
3. Edit the config file as follows (this can be done via Utilities > Import & Export Configuration):
   • add feature.contactPhotoIntegration.enabled="0"
   • if the Trio is running software version 5.9.1.11135 or later and Pexip Infinity has been deployed in a secure mode of operation (and therefore FIPS compliance has been enabled), you must allow the Trio to use basic authentication:
     add feature.exchange.allowBasicAuth="1"

4. From Settings > Applications, configure the Poly trio as follows:

   Field	Poly configuration	Matching Infinity configuration	Additional info
   Exchange Applications
   Exchange Calendar	Select Enable.
   Auto Discover Using	Select Disable.		Auto Discover is not supported. Instead, you should manually configure the Exchange Server URL settings.
   Exchange Server URL	Enter https://<address>/EWS/Exchange.asmx For <address>: If you have a single Conferencing Node in this location, enter the IP Address or FQDN of the node. If you have multiple Conferencing Nodes in this location, you should use DNS round robin; therefore this will be the FQDN of the DNS record for this location. In both cases, the location is the Pexip Infinity location associated with the Endpoint Group to which this endpoint belongs.
   Exchange Sign-In *
   Exchange Email	Leave blank.
   Domain	Leave blank.		This is the Exchange domain, and is not required for One-Touch Join.
   User	The username the endpoint will use when connecting and authenticating to the calendaring service on the Conferencing Node, to obtain meeting information.	This must be the same as the Poly Calendaring Username configured on Pexip Infinity for this endpoint.	This field is case-sensitive.
   Password	The password the endpoint will use when connecting and authenticating to the calendaring service on the Conferencing Node, to obtain meeting information.	This must be the same as the Poly Calendaring password configured on Pexip Infinity for this endpoint.	This field is case-sensitive.
   * Available for endpoints running version 5.9.2.7727 or later. For earlier versions, you must have physical access to the endpoint's touch screen; use this to log in using the User and Password credentials as described above.

To confirm that the Poly Trio endpoint has registered successfully with the calendaring service:

1. On the endpoint, go to Diagnostics > Exchange status.
2. Confirm that Exchange Calendar is showing as Synchronized.

Configuring Poly Trio using Skype for Business base profile

You should only use the Skype for Business base profile if specifically required in your deployment (for example, if you wish to place PSTN calls via Skype for Business server); otherwise use the generic base profile.

When the Trio is configured as described below, it will still register with the calendaring service on the Conferencing Node to obtain meeting information, but it will also register with Skype for Business and use that to place outbound calls.

1. Open the endpoint's web configuration utility at https://<ipaddress>, select Admin, and log in using the admin password.
2. From Simple Setup > Base Profile select Skype for Business and then select Save.
3. Edit the config file as follows (this can be done via Utilities > Import & Export Configuration):
   • add feature.exchangeVoiceMail.enabled="0"
   • add exchange.showSeparateAuth="1"
   • add feature.exchangeContacts.enabled="0"

4. From Settings > Skype for Business SignIn, configure the Poly trio as follows:

   Field	Poly configuration	Matching Infinity configuration	Additional info
   Skype for Business
   Use User Credentials	Select Enable.
   Authentication Type	Select User Credentials.
   Sign-in Address	The endpoint's Skype for Business address.
   Domain	The endpoint's Skype for Business domain.
   User	The name the endpoint will use to authenticate with Skype for Business.
   Password	The password the endpoint will use to authenticate with Skype for Business.
   Microsoft Exchange Server Configuration
   Exchange Email	The email address of the room resource that is associated with this endpoint.	This must be the same as the Exchange target mailbox configured on the endpoint, and Room resource email configured on Pexip Infinity for this endpoint.
   Exchange Domain	Leave blank.
   Exchange User	The username the endpoint will use when connecting and authenticating to the calendaring service on the Conferencing Node, to obtain meeting information.	This must be the same as the Poly Calendaring Username configured on Pexip Infinity for this endpoint.	This field is case-sensitive.
   Exchange Password	The password the endpoint will use when connecting and authenticating to the calendaring service on the Conferencing Node, to obtain meeting information.	This must be the same as the Poly Calendaring password configured on Pexip Infinity for this endpoint.	This field is case-sensitive.
   Exchange Target Mailbox	The email address of the room resource that is associated with this endpoint.	This must be the same as the Exchange Email configured on the endpoint, and Room resource email configured on Pexip Infinity for this endpoint.

5. From Settings > Applications, configure the Poly trio as follows:

   Field	Poly configuration	Matching Infinity configuration	Additional info
   Exchange Applications
   Exchange Calendar	Select Enable.
   Auto Discover	Select Disable.		Auto Discover is not supported. Instead, you should manually configure the Exchange Server URL settings.
   Exchange Server URL	Enter https://<address>/EWS/Exchange.asmx For <address>: If you have a single Conferencing Node in this location, enter the IP Address or FQDN of the node. If you have multiple Conferencing Nodes in this location, you should use DNS round robin; therefore this will be the FQDN of the DNS record for this location. In both cases, the location is the Pexip Infinity location associated with the Endpoint Group to which this endpoint belongs.

   To confirm that the Poly Trio endpoint has registered successfully with the calendaring service:

   1. On the endpoint, go to Diagnostics > Exchange status.
   2. Confirm that Exchange Calendar is showing as Synchronized.

To configure the Poly HDX for One-Touch Join, go to the endpoint's IP address.

From Admin Settings > Global Services > Calendaring Service, enter the following:

To confirm that the Poly HDX endpoint has registered successfully with the calendaring service:

1. On the endpoint, go to Admin Settings > Global Services > Calendaring Service.
2. Confirm that there is a green tick next to Enable Calendaring Service.

To configure the Poly Studio or Poly G7500 for One-Touch Join, go to the endpoint's IP address and sign in to the endpoint if required.

From Servers > Calendaring Service, enter the following:

To confirm that the Poly Studio / Poly G7500 endpoint has registered successfully with the calendaring service:

1. On the endpoint, go to Servers > Calendaring Service.
2. Confirm that the Registration Status is showing as Registered.