Blog

January 22, 2018
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Configure Polycom VVX phones for ‘Skype for Business’ CCE setup

The latest release of the Polycom VVX 5.5.1 UCS firmware is now available for Lync and Skype for Business (SfB) environments. While the initial 5.5.0 release was published a number of months ago that was only intended for Open SIP applications and was not yet supported for Lync/SfB use.
With this release comes a large number of anticipated features and improvements related to Skype for Business.

Upgrading a Phone

This section will cover the basic steps to upgrade a single phone using the Polycom-hosted public server to directly download and apply the firmware to the phone. In order to perform this process, the phone’s internal web server must be enabled. Depending on the selected Base Profile the web server may need to be manually enabled.

Set Base Profile

As explained in many earlier VVX articles the phone must be set to the proper Base Profile when registering to various SIP platforms.  Depending on the original purchasing SKU and/or status of the phone it will be set to one of two options by default: Generic or Lync.  (Note that “Lync” base profile has been renamed to “Skype” in version 5.5.1, but they function the same.)  When a VVX phone is set to Generic then the Web Configuration Utility will be enabled by default, but as this phone is or will be used with Lync/SfB environments it is best to set or confirm this parameter before doing anything else.

  • From any screen simply depress and hold the following Multiple Key Combo (MKC) of: 1, 4, 9.
  • When prompted after 3 seconds enter the Admin password. (The default is “456”).If the current value is set to Generic then select Lync and the phone will immediately reboot. If Lync is already selected then simply hit the Home button to exit the menu.

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Enable Web Configuration Utility

Back when UCS 5.3 was released a new default behavior was defined for the Lync base profile which automatically disabled the embedded web server.  This can be re-enabled on the VVX phone for testing or administration purposes if so desired.  To perform many of the steps in this article it must be enabled now.

  • Press the Home key and navigate to the following menu: Settings > Advanced > Administration Settings > Web Server Configuration.
  • If not already configured then the Web Server parameter to Enabled and Web Config Mode to HTTP/HTTPS.  (If a secure connection is required then set this to HTTPS Only).

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  • Select the back arrow and choose Save Config to apply the changes and reboot the phone.
  • After the phone has rebooted press and hold (for 3 seconds) the following keys: 1, 4, 7. This handy MKC brings up the Phone Details menu which can be used to quickly find useful information like the device’s assigned IP address or current firmware version.

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  • Using a web browser connect to the IP address of the phone. (e.g. https://192.168.0.201).
  • Enter the Admin password (default is “456”) and verify that the Home page successfully loads.

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Update Firmware

This phone must have access to the Internet in order to connect to the public hosted Polycom update server and perform the update described in this section.

  • Using the Web Configuration Utility browse to the Utilities > Software Upgrade menu and make sure that Polycom Hosted Server is selected as the Server Type.
  • Click Check for Updates which should be followed by a response of “Successfully fetched available software from the Polycom Hosted server.”
  • Select the desired firmware version number (e.g. 5.5.1.11526) and then click Install. The currently installed version will be displayed in blue with older versions in red and newer versions in green.

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  • Confirm the action to reboot the phone and trigger the update.  Once the phone completes the update process it will return to whatever registration state it was in before the update.

The following sections covers enhancements to the phone user’s experience, like new authentication methods, call transfer workflow changes, group expansion, and device locking behavior to name a few.

Sign in Options

If the updated phone was factory-reset or did not currently have a Lync or Skype for Business user registered then the first screen that will appear after startup is complete will be the following new Sign In window providing up to four unique authentication options.

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Web Sign-In

The new Web Sign-in process can only be used for Microsoft Office 365 Skype for Business Online users.  Lync/SfB users accounts homed on an on-premises server, even in Hybrid models, cannot be used.  Currently this new capability is only for Microsoft cloud user accounts.

  • Select the Web Sign-in option to advance through the new external authentication process which requires no additional interaction on the phone itself.  This will bring up the following screen with instructions to visit a Microsoft website on a computer and then enter a unique code.

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  • Using a web browser on a separate computer go to http://aka.ms/sphone and then enter your Skype for Business Online user username.

  • After being redirected to Office 365 enter the password for this account and then select Sign In.

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  • Another redirection will occur to the Device Login page.  Enter the alphanumeric code that is currently being displayed on the phone’s screen (e.g. hb4wfxrfr). Note that while the code is displayed in all capital letters it is not actually case-sensitive and can be entered in either upper or lower case characters.configure-polycom11

Once the code is accurately entered it should immediately update to show the type of device being used, in this case a “Polycom Skype for Business Certified Phone”.

  • Select Continue and then, if prompted, select your desired account from the menu.  The page will report that the process is complete and the window can be closed.
  • Meanwhile the phone should now have automatically advanced to the sign-in process as seen below.

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Once the process is completed the phone will prompt to create a device lock code.  This must be created and cannot be skipped, although this new behavior can be disabled which is covered in more detail later on in this article.

  • Enter the desired unlock code (e.g. 123456) and then tap the arrow in the lower-right corner. Repeat these steps to validate the new unlock code.

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Once registration is successful the standard home screen will display along with pinned Favorites.

If you face any issues, please reach out to our support team and we are happy to help.