Policy - Personal Devices
The Policy feature allows you to manage a group of voice devices of the same model with a single configuration, this also includes updating the device software to all devices in the policy group. Poly Lens creates a policy for each device model type (Trio 8800, Trio 8500, etc.), allowing you to easily jump into managing your devices.
Devices Supported
- Poly Trios
- Poly CCX Series
- Poly VVX Series
See Supported Devices for a list of supported device models.
Note: In Poly Lens Device Settings and Policy Settings cover the same set of provisioning options. To provision a single device see Settings - Personal Devices.
- Device Settings are applied to one device
- Policy Settings are applied to a group of devices (one model type)
Edit Policy Settings
To edit policy settings of a group of devices see the following procedure. Note: The device settings in Poly Lens are a subset of the device options, and cover the basic settings for the device.
For detailed information on the device settings, see the Poly Trio Solution Administrator Guide.
- Go to Manage > Policy.
- Select a Policy for the device model to provision, from the Policies list.
- Select a Filter Settings on the side tab, and modify as needed.
- Click Apply.
Note: You can modify the policy, however you cannot apply the policy until Device Provisioning is enabled. See Enable Device Provisioning on an Account. Once enabled, the policy will be applied during the next polling cycle.
Note: ToolTips (question mark icon) have been provided on fields to assist you with setting the parameters.
| Setting | Description |
|---|---|
| Filter settings | This feature allows you to enter search parameters, resulting in displaying only the Settings that contain those parameters. For example: Enter "date". All sections that include date settings will display in the sidebar. |
| General Settings | Allows you to configure the Date and Time, USB, System Settings, Power Savings, Customization, Bluetooth, System, Account Credentials, Power Management, Device Management, and Language parameters. |
| Security | Allows you to configure the Certificates, SCEP, Security Banner, and Local Accounts (passwords) parameters. |
| Servers | Allows you to configure the Calendaring, and Skype for Business parameters. |
| Network | Allows you to configure the Wi-Fi, Network Options, QoS, Primary Network, Web Proxy, and DNS parameters. |
| Call Configuration | Allows you to configure the Global Settings parameters. |
| Audio/Video | Allows you to configure the Content and Audio parameters. |
| Software Update | Manage the software settings for the Policy. |
Managing Changes
When a change has been made to a parameter of a device, a blue change indicator will appear and the Unsaved Changes feature is enabled.
Blue change indicator - This indicator is placed next to a parameter that has been changed, and next to the Settings section in the sidebar that contains this parameter. This indicator is cleared after the change has been removed or applied to the device. |
Unsaved Changes - This feature becomes active when a change has been made to a parameter of a Device. With this feature you can open the Unsaved Changes page, where a summary of all the changes to the Device are displayed together. Here you can easily review, edit, and delete changes from one page.
Note: For your convenience, when changes are made a Review Changes link is displayed at the top of the page, above the Discard and Apply buttons for quick access.
Software Update
The Software Update feature in a Policy allows you to keep all the devices in the Policy at the same software level.
- Go to Manage > Policy.
- Select a Policy for the device model to provision, from the Policies list.
- Select the Software Update tab.
- Select your software options:
| Field | Description |
|---|---|
| Auto-update with Latest Version | This option will update the software when a new version is released. The latest version that is applied will be displayed. Note When this option is enabled the *Download Source and Select Version for Update will no longer display. |
| Download Source | Poly Lens: This option enables the download the device software from the Poly Lens server. Then select the software version from the Select Version for Update drop-down list. Customer Server: will download the device software from a custom server that you define in the Update Server Address field below. |
- Click Apply.
Note: You can modify the policy, however you cannot apply the policy until Device Provisioning is enabled. See Enable Device Provisioning on an Account. Once enabled, the policy will be applied during the next polling cycle.
Inheritance
To the right of each Settings field an Inheritance status is listed.
Model policy – Indicates this field has been set by model (Manage > Policy)
Device policy – Indicates this field has been set by device (Manage > Inventory)
Blank – Indicates this field is at the device default setting