BLOG: Polycom UCS 5.5 for VVX Phones
Read the original blog (Dec. 10, 2016) and comments on Jeff Schertz's blog. 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. For additional assistance with updating phones the following articles are provided as references.
- Perform a Factory Reset – This is an optional, but recommended step when working with individual test devices for validating new firmware in an established deployment.
- Deploy Software – Once testing is complete then this firmware can be added to the Lync or Skype for Business Device Update service for on-premises deployments.
- Online Updates – For Skype for Business Online customers this update automatically be published once it has passed qualification. Use this article to control this behavior if automatic updates are not desired.
Upgrading a PhoneThis 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 ProfileAs 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 current 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 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.
Enable Web Configuration UtilityBack 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).
- 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.
- 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.
Update FirmwareThis 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. 18.104.22.16826) and then click Install. The currently installed version will be displayed in blue with older versions in red and newer versions in green.
- 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.
Sign In OptionsIf 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.
User IDThe User ID option brings up the User Credentials screen for the traditional registration process requiring appropriate user credentials. This process remains unchanged and guidance provided among previous articles covering registration to on-premises or online platforms is still applicable.
PINThe PIN option brings up the PIN Authentication screen which requires the user to enter their phone number or extension and their PIN. This process can only be used with on-premises Lync/SfB deployments as it requires the configuration of DHCP Options 43 and 120 on the local network. If the PIN authentication option does not appear on the main Sign In window then this would typically indicate that the prerequisite DHCP configuration is not in place and/or the STS-URI override option is not configured on the phone. If PIN authentication is in fact configured correctly in the network then try canceling the Sign In window and then reselecting the Sign In soft-key from the main menu. When the window initially appears after the phone has been powered on or rebooted it may still be attempting to locate the required server and sometimes delays in time synchronization can cause this.
via PCThe via PC option will only appear when the phone has already successfully established a Better Together over Ethernet (BToE) pairing connection to a Windows PC by way of the Polycom BToE Connector application. This Automatic pairing functions the same as in previous releases but UCS 5.5.1 now includes a new Manual pairing mode which is covered in a later section of this article. Selecting this option triggers a sign-in window to appear on the connected PC’s Skype for Business client.
Web Sign-InThe 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. The following steps walk through using the new Web Sign-in process for online users.
- 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.
- 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.
- 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. EADVJB5J3). 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..
- 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.
- 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.
Updated User InterfaceAt this point the screenshots above clearly show an updated interface more closely matching the color and iconography of the various Microsoft Skype for Business clients. Note that only the VVX 500 and VVX 600 series support this refreshed look. The VVX 200/300/400 series phones are thus far unchanged from the previous user interface when in Skype Base Profile. All other new features and capabilities covered throughout this article still apply to all VVX models. Here are a few additional screens highlighting the new, cleaner interface. Lync Base Profile option has been renamed to Skype. Understand that this really means Skype for Business and these phones cannot be used natively with the Skype consumer platform. Also Lync Server environments are still supported so renaming this profile does not impact UCS support or functionality with existing Lync deployments. This is purely a cosmetic change.
Device LockingWhile VVX phones have long supported locking the phone interfaces down this was handled out-of band from Lync/SfB and required additional phone-side configuration. But now the VVX can leverage the existing device locking capability that was introduced in Lync Server 2010 for Lync Phone Edition devices. A provisioned phone will automatically lock the interface after powering-up and registering with cached credentials as well as after 10 minutes of inactivity by default. This behavior is identical in Lync Phone Edition devices.
- When the screen is locked simply tap the opened padlock icon in the lower right corner and then enter the same device lock code which was created during the original user login process.
- Create a new file in any standard text editor (e.g. Notepad) and then copy/paste the following text.
<?xml version="1.0" encoding="utf-8" standalone="yes"?>
<PARAMETERS feature.deviceLock.enable="0" />
- Save the file with a .CFG extension (e.g. DisableDeviceLock.cfg).
- Access the Web Configuration Utility using the VVX phone’s IP address and then sign in with the Admin account password (the default password is “456”).
- Browse to the Utilities > Import & Export Configuration menu and expand the Import Configuration section, if it is not already.
- Click Choose File and then locate and select the configuration file created in the first step.
- Click Import to apply the configuration to the phone, triggering an immediate reboot.
Call TransferIn UCS 5.5.1 the call transfer behavior has changed in two ways, with one alteration being hardcoded and the other controllable through a new configuration parameter. Unchanged is the default action in UCS to perform a Blind transfer and this behavior can be customized on the phone to instead prefer a Consultative transfer as the default action.
- To modify the default transfer type on the phone press the Home key and then navigate to the Settings > Basic > Preferences > Default Transfer Type menu.
- Simply Tapping the Transfer button will bring up the standard transfer window and perform the default transfer action, (blind in this case)
- Alternatively pressing and holding down the Transfer button for one second instead brings up a menu to change the transfer type for this call only.
- Tapping the Transfer button still triggers the default transfer action on the phone. (Again, Blind on this phone)
- Alternatively pressing and holding down the Transfer button for one second will now trigger the non-default transfer action: in this case Consultative. (Notice that the word Blind does not appear in the text entry field.)
- And if using the long press method is not preferred then by default a new More soft-key has been placed in the upper right-hand corner of the Transfer window. Selecting the More soft-key will brings up the following menu, providing the possible transfer actions for the current call.
Distribution ListsAnother new feature in UCS 5.5.1 is the ability to support Exchange Distribution Lists (DL). This is something that has been available in the regular clients as well as Lync Phone Edition devices for some time. Basically a user can now search for, save, expand, and place calls to DLs found in the organizational address book.
- To search for and add a distribution list to the contact list for the account registered on the phone simply hit the Home button and select the Search icon.
- Then search for the name of the desired distribution group. The follow example is searching for a group named “Device Accounts”.
- Highlight the result and then select Add to Contacts.
- From the main screen select More > Contacts > Groups, highlight the saved DL, and then select Expand.