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Device Provisioning on an Account

Device Provisioning allows you to onboard and provision your voice and video devices.
Once you enter the provisioning credentials, Poly Lens automatically generates a unique provisioning service address for your Poly Lens account. You may then use your Poly Lens account provisioning credentials in conjunction with a DHCP server, or by manually entering your credentials into the provisioning server settings within individual Poly devices.
Note: By default, Device Provisioning is enabled when you create an account. The provisioning credential information is retained, and you are able to disable, enable and edit the server credentials at any time.

When a device utilizes Poly Lens provisioning credentials:

  • The device will be added to your Poly Lens Account Inventory. An icon will display in the Inventory to indicate provisioning state, see the State field description here for more information.
  • The device software version will be upgraded (as needed) to a Poly Lens-capable version.
  • Device configuration will be modified to enable Poly Lens management and insights.
  • Device will leverage policies for settings management, see Policy Overview for more information.

Enable Device Provisioning on an Account

To make any changes to the settings on a device within an account, you must first enable provisioning on the account.

  1. Go to the ACCOUNT menu > Manage All Accounts.
  2. Select an account from the list.
  3. Select Device Provisioning from the side tabs.
  4. Enter a Server User name.
  5. Enter a Password and repeat to confirm.
  6. Click Enable Provisioning.

Auto-Sync Credentials with Devices

The Auto-Sync Credentials with Devices feature enables you to send provisioning credentials, or changes to credentials, to all PolyOS and UCS (Video and Voice) devices on an Account.

Note: Devices that are staged to be provisioned will not be impacted when Auto-Sync Credentials with Devices is enabled, unless the Account has Poly+ Premium Enterprise. See Premium Service Levels for more information.

This feature is designed for the following:
Note: The Poly R30, Poly Studio USB, and Poly EagleEye Cube USB devices will not be impacted when Auto-Sync Credentials with Devices is enabled.

  • When Auto-Sync is Enabled, then all PolyOS and UCS devices on that Account will receive existing provisioning credentials and connect to the Provisioning server.
  • When Auto-Sync is Enabled and you modify the provisioning credentials:
    • New credentials will be applied to all PolyOS and UCS devices on that Account.
    • If the device is Online, new configuration will be applied immediately.
    • If device is Offline, the new configuration will be applied when device returns to an Online status.
  • For new Accounts, Auto-Sync is ON by default, however this feature can be turned Off at any time. Therefore, when a PolyOS or UCS device is connected to an Account, it will receive provisioning credentials and automatically connect to the Provisioning server. This also applies to PIN onboarded devices.

Important:

  • PIN onboarded devices will switch to Policies for Settings Management, for detailed information on Policies, see Policy Overview.
  • Policy values will override the Active Management values on PIN onboarded devices.
  • Leverage My Settings to see what Policy values will be applied on the device.

Notes:

  • If Provisioning is disabled on an Account, Auto-Sync of Provisioning credentials will also be disabled.
  • If you turn Off Auto-Sync, no rollback will be performed. Auto-Sync will not continue until you Enable the feature again.
  • For devices that did not come Online when the feature was Enabled and then Disabled, they will not be synced with Provisioning credentials or connect with Provisioning server.
  • Do not use the Auto-Sync feature if using DHCP for Provisioning credentials.

Enable Auto-Sync

  1. Go to the ACCOUNT menu > Manage Accounts.
  2. Select an Account from the list.
  3. Select Device Provisioning from the side tabs.
  4. Enable Auto-Sync Credentials and Devices with slider.

See Auto-Sync Credentials with Devices for more information.

Disable Device Provisioning on an Account

Device Provisioning can be disabled at any time. However, if Provisioning is disabled, your devices will continue to operate, but will no longer retrieve configuration from Poly Lens.

  1. Go to the ACCOUNT menu > Manage All Accounts.
  2. Select an Account from the list.
  3. Select Device Provisioning from the side tabs.
  4. Select Disable Provisioning.

Note: The Auto-Sync Credentials with Devices setting is also disabled.

Edit Server Credentials for Device Provisioning

To edit the server credentials, Provisioning must be Enabled.

  1. Go to the ACCOUNT menu > Manage All Accounts.
  2. Select an Account from the list.
  3. Select Device Provisioning from the side tabs.
  4. Select Enable Provisioning, if provisioning has been disabled.
  5. Select Edit Server Credentials.
  6. Edit the Server User name and Password as needed.
  7. Select Update.