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Onboarding

  • Onboarding Process
  • Provisioning Based Onboarding
  • Provisioning Based Onboarding of USB Devices
  • PIN/QR Code Onboarding
  • Voice Device with a PIN
  • Register a Device
  • Onboarding Supported Devices

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  • Onboard Troubleshooting

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Provisioning Based Onboarding

The following onboarding options are focused on bulk onboard of devices, or to onboard devices to be managed by the model policies in Lens. To onboard a single, or a few devices into Poly Lens see PIN/QR Code Onboarding.

Onboard a Single Voice Device using Provisioning

To onboard (register) a single device into Poly Lens, the device Web Configuration Utility is used.
Note: This procedure applies to Poly Trios, Poly CCX Series, and Poly VVX Series devices, see Supported Devices for a list of supported device models.

  1. You must be logged into Poly Lens, and have created an account.
  2. Device Provisioning must be enabled on the account. See Device Provisioning on an Account.
  3. On the Device Provisioning page, select the copy icon, located after the Provisioning Server Address, this will copy the server address to the clipboard.
  4. Open the device Web Configuration Utility.
  5. Select Settings > Provisioning Server.
  6. Paste the copied Provisioning Server Address into the Server Address field.
  7. Set the Server Type to HTTPS.
  8. Enter the Server User name and Password that you entered in step 5 above.
    Note: If you have forgotten the Server Password, click the view icon next to the password on the Device Provisioning page in Lens, the password will be displayed and copied to the clipboard for your convienence.
  9. Click Save.

Trio Web Interface showing Settings / Provisioning Server configuration

  1. Click Yes to save the configuration file.
  2. The device will reboot, click OK to refresh the Web Configuration Utility screen.
  3. Verify the device is in Lens.

Onboard Voice Devices via the Provisioning via DHCP Auto Discovery

You can onboard (register) a number of devices in a group into Poly Lens.
Note: This procedure applies to Poly Trios, Poly CCX Series, and Poly VVX Series devices, see Supported Devices for a list of supported device models.

  1. You must be logged into Poly Lens, and have created an account.
  2. Device Provisioning must be enabled on the account. See Device Provisioning on an Account.
  3. On the Device Provisioning page, select the copy icon, located after the Provisioning Server Address, this will copy the address to the clipboard.
  4. Provide this information to the Poly Lens account DHCP owner.
    a. DHCP Option Format: https://<ServerUser>:<Password>@<ProvisioningServerAddressURL>.
    b. Your network environment will vary based on your deployment, however, Options 66, 160, or 161 may commonly be used based on your device type.

Onboard a Single Video Device using Provisioning

You can onboard (register) a number of devices into Poly Lens, once these devices are registered in this manner, they can be managed through Lens with the Manage > Policy feature as a group.
Note: This procedure applies to Poly G7500, Poly Studio X50, and Poly Studio X30.

  1. You must be logged into Poly Lens, and have created an account.
  2. Device Provisioning must be enabled on the account. See Device Provisioning on an Account.
  3. On the Device Provisioning page, select the copy icon, located after the Provisioning Server Address, this will copy the address to the clipboard.
  4. Open the device Web Configuration Utility.
  5. Select Servers > Provisioning Server.
  6. Select Enable Provisioning.
  7. In the Server Type or Authentication Type field:
    • For Poly VideoOS software version 3.2.0 in the Server Type field select Poly Cloud.
    • For Poly VideoOS software version 3.2.1 in the Authentication Type field select Basic.
  8. Paste the copied Provisioning Server Address into the Server Address field (step 3).
  9. Enter the Server User in the User Name field, and the Password that you entered in step 3 above.
    Note: If you have forgotten the Server Password, click the view icon next to the password on the Device Provisioning page in Lens, the password will be displayed and copied to the clipboard for your convienence.
  10. Click Save.

G7500 Web Interface showing Settings for Poly VideoOS 3.2.0 / Provisioning Server configuration

  1. Click Yes to save the configuration file.
  2. The device will reboot, click OK to refresh the Web Configuration Utility screen.
  3. Verify the device is in Lens.

Onboard Video Devices via the DHCP Auto Discovery

You can use DHCP to automatically register your video devices to a provisioning server, before initial system setup during unpacking and out of boxing, or after a system reset.
Note: This procedure applies to Poly G7500, Poly Studio X50, and Poly Studio X30.

  1. You must be logged into Poly Lens, and have created an account.
  2. Device Provisioning must be enabled on the account. See Device Provisioning on an Account.
  3. On the Device Provisioning page, select the copy icon, located after the Provisioning Server Address, this will copy the address to the clipboard.
  4. Provide this information to the Poly Lens account DHCP owner.
    a. DHCP Option Format: https://<ServerUser>:<Password>@<ProvisioningServerAddressURL>.
    b. Your network environment will vary based on your deployment, however, the system looks for option number 160 and 60 (in that order) in the response received from the DHCP server.
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