Enabling OTJ on Poly endpoints

As part of the installation and deployment of One-Touch Join across your organization, you must individually configure each endpoint to be used. For more information about One-Touch Join, or supported endpoints and conferences, go to About One-Touch Join.

This topic describes how to enable OTJ on a Poly endpoint.

Prerequisites

Before you begin, ensure that you have:

Configuring the endpoint in PCC

In this step, you associate the endpoint with a mailbox, and create the credentials to enter on the endpoint itself.

  1. In PCC, go to Management and Settings > Video systems.

  2. Search for and select the name of the video system that you want to enable OTJ on.

    For a user to view their own OTJ Endpoint settings, their EUL must be twinned with an Endpoint Subscription. Twinning allows a EUL and an Endpoint Subscription to share the same SIP URI. This has to be set up by Pexip or a partner on https://portal.pexip.com.

  3. From the bottom of the page expand the One-Touch Join (OTJ) section and from the Endpoint type drop-down, select Poly:

  4. To add an Associated mailbox, select Edit. Search for and select the relevant mailbox and select Save.
  5. Copy the user name. You'll need this when configuring the Username on the endpoint.
  6. Select Create new password and then select Copy to clipboard. You'll need this when configuring a password on the endpoint.

Endpoint configuration

In this step you configure the endpoint with the username and password you created in PCC.

  1. From a browser, go to the endpoint's IP address and sign in to its web UI.
  2. On the endpoint's web UI, go to Servers > Calendaring service.
  3. Select Enable Calendaring Service.

  4. Enter the following configuration:

    Email The email associated with the video system in PCC.
    Domain Leave blank.
    Username The username you copied from PCC.
    Password The password you copied from PCC.
    Auto Discover Using Do not select this option. Auto Discovery is not supported; instead, you must manually configure the endpoint's Microsoft Exchange Server settings.
    Microsoft Exchange Server otj.pexip.io
    Enable OAuth Authentication

    (Where available)

    Leave blank.
    Secure Connection Protocol

    (Where available)

    Select Automatic.

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 UI 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 the following:

      feature.contactPhotoIntegration.enabled="0"

      exchange.meeting.reminderWake.enabled="1"

      exchange.meeting.reminderInterval="900"

      exchange.meeting.reminderEnabled="1"

    • allow the Trio to use basic authentication by adding:
      feature.exchange.allowBasicAuth="1"

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

    Field Poly 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://otj.pexip.io/EWS/Exchange.asmx

    		 Note that the URL is case-sensitive; in particular, ensure that EWS and Exchange are capitalized as shown.
    Exchange Sign-In *
    Authentication Type Select User Credentials.  
    Exchange Email Leave blank.  
    Domain Leave blank. This is the Exchange domain, and is not required for One-Touch Join.

    User

    Password

    The username and password you copied from PCC.

    These fields are case-sensitive.

    Each Poly endpoint must have a unique User name.
    * 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 One-Touch Join 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 UI 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 (this can be done via Utilities > Import & Export Configuration) by adding:

    feature.exchangeVoiceMail.enabled="0"

    exchange.showSeparateAuth="1"

    feature.exchangeContacts.enabled="0"

    exchange.meeting.reminderWake.enabled="1"

    exchange.meeting.reminderInterval="900"

    exchange.meeting.reminderEnabled="1"

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

    Field Poly 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

    Password

    		 The name and 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.  
    Exchange Domain Leave blank.  

    Exchange User

    Exchange Password

    The username you copied from PCC.

    These fields are case-sensitive.

    Each Poly endpoint must have a unique User name.
    Exchange Target Mailbox The email address of the room resource that is associated with this endpoint.  

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

    Field Poly 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://otj.pexip.io/EWS/Exchange.asmx

    		 Note that the URL is case-sensitive; in particular, ensure that EWS and Exchange are capitalised as shown.

    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.