FTP provisioning

SteffenBaierUK · ‎10-07-2011

For the latest official Provisioning Guide please check >here<

Question: How can I set up my Phone / Provisioning / Download Software?

Poly Phones may be connected to Platforms like Microsoft Teams, Zoom, Microsoft Skype for Business, Broadsoft or Digium Asterisk or other VoIP Interop Partners.

Question: What is a Provisioning Server?

Answer: A provisioning server is a term for a server like FTP, FTPs, HTTP, HTTPs or TFTP hosting the relevant files => here <= for a Poly device to successfully be able to download configuration and provide software.

Poly has separate Solutions in either on Premise Polycom ResourceManager RPRM or a Cloud Solution called Poly Lens and additional details can be found => here <=

Skype for Business

In order to utilize your Phone with Skype for Business the phone needs to have at least UC Software 5.4.0A (5.4.0.10182) => installed <=

Please follow Option 1 to upgrade your phone if => compatible <= and already on UC Software 4.0.0 or later or follow Option 2 using a Provisioning Server.

Poly Trio C60, 8800, 8500, CCX 400 ( 6.2.11 or later, CCX 500, CCX 600 or CCX 700 or Poly Edge E

The above in addition supports USB provision as shown => here <=

D60 Firmware Update:

Details on how to upgrade the D60 Handset can be found => here <=. The device will need a provisioning server and cannot use the VVX Update Server method.

Poly Rove firmware update:

Details on how to upgrade the Rove Basestation or Handset can be found => here <=.

General Provisioning

Some of the above Platforms provide the configuration files templates or Software in order to provision the phones and set the correct configuration values.

Detailed Information about Provisioning can be found in the Admin Guide matching your Phones SIP / UC Software Revision.

NOTE: UC Software 4.0.0 or later added the ability to import a configuration via the Web Interface. For more details check => here <=

OPTION 1

Using the Web Interface Phone Software Update

UC Software 4.0.0 or later introduced a new feature where a hosted server either by Poly or => locally <= can be used to upgrade the phone's software via the Web Interface.

NOTE: Phones delivered with this software version should be the VVX range, the Poly Trio 8800, 8500 and 8300, the CCX 400 (6.2.11 or later, CCX 500, CCX600 and CCX700

Browsing to the Phones => IP Adddress <= will bring up the Phones Web Interface and you can log in using the phones Admin => default Password <= of 456.

NOTE: UC Software 5.1.0 or will present changes to the HTTP/HTTPS availability of the Web Interface as explained => here <=

Via Utilities => Software Upgrade:

Pressing the "Check for Updates" Radio button will connect to the Poly server and display the available software versions in a drop-down menu

NOTE: The phone requires to be able to connect via Port 80 to the Internet if the Poly hosted server is being used

Mar 30, 2012 Question: Can I host my own upgrade Server or download Firmware locally?
Resolution: Please check => here <=

May 11, 2018 Question: Why do I get a "Failed to fetch available software from the Poly hosted server" error message or download list but unable to upgrade/downgrade?

Resolution: Please ensure your firewall allows outbound network traffic as shown => here <=

OPTION 2:

Using a Provisioning Server

UC Software 4.0.0 or later introduced a new Feature where the Provisioning Server can be added via the Web Interface of the phone.

NOTE: Prior to UCS 4.0.0 the Provisioning server was only available via the Phones GUI

OPTION 3:

Manually utilizing a provisioning server via the Phone GUI when the Phone is running

Press Menu => Settings => Advanced => Admin Settings => Network Configuration => Provisioning Server

OPTION 4:

Manually utilizing a provisioning server via the Phone GUI when the Phone is booting up

> UC Software 4.0.0 or later

Poly Logo appears
Press Cancel when "Loading Application" appears
Select Setup during the countdown
Enter the => Password <=
Select Provisioning Server
Modify the Server Type, Server Address, Server User and Server Password

> SIP Software 3.3.5 or older

Poly Logo appears
Select Setup during the countdown
Enter the => Password <=
Select Provisioning Server
Modify the Server Type, Server Address, Server User and Server Password

Software Download Location:

The Provisioning Server (FTP is preferred => details below) needs to be setup to provision the desired SIP / UC Software Revision.

Usually, this is archived via downloading a compatible SIP / UC Software Revision from => here <=

Oct 7, 2011 Question: What SIP or UC Software Version or BootROM/Updater Version is supported by my Phone?

Resolution: Please check => here <=

VVX phones, Poly Trio 8800, 8500 and 8300, CCX 500, CCX600 , CCX700 or CCX 400 (only 6.2.11 or later):

The above phones simply either download the combined or split files if available.

Note: There is no requirement for these phones to download an Updater/Upgrader/BootROM/Downgrader!

Older phone model additional considerations:

The downloaded software usually comes in two different variants:

Combined download should be used where phones may be running pre-4.0 BootROM.
NOTE: Please bear in mind that the combined file is large and may cause long downloading times for the individual phones
Split download file is recommended, but requires that all phones are running BootROM 4.0 or newer.
Note: The split file may be a better option on slow network connections

May 14, 2012 Question: Can I support a mix of legacy SIP and UCS Phones on the same Provisioning Server?
Resolution: Please check => here <=

Checking the current Software Version:

Oct 7, 2011 Question: How can I find out my SIP UC Software Version or the BootROM Version of my Phone?
Resolution: Please check => here <=

SOFTWARE UPGRADE PATH

Updating to SIP 3.1.x:

If the phone is running an older version of Software you will need to download the compatible SIP Version and in addition the BootROM.

Note: The accompanying sip.cfg and phone1.cfg must be used

Oct 7, 2011 Question: What is the relevance of the sip.cfg and phone1.cfg files?

Resolution: Please check => here <=

Updating to SIP 3.2.x:

If the phone is running an older version of Software you will need to download the compatible SIP Version and in addition the BootROM.

Note: The accompanying sip.cfg and phone1.cfg must be used

Oct 7, 2011 Question: What is the relevance of the sip.cfg and phone1.cfg files?

Resolution: Please check => here <=

Updating to UCS 3.3.x:

If the phone is running an older version of Software you will need to download the compatible UCS Version and in addition the BootROM.

Note: Do not use any old sip.cfg or phone1.cfg and utilize the cfcUtility to convert your old configuration files instead

Oct 03, 2012 Question: What is the cfcUtility and where can I get it?

Resolution: Please check => here <=

Updating to UCS 4.x.x:

NOTE: Aug 10, 2016, the Polycom SoundPoint Series IP321, IP331, IP335, IP450, IP550, IP560, IP650 and IP670 end of life.
We no longer host the BootROM Upgrader Software!

If the phone is running an older version of Software you will need to download the compatible UCS Version and in addition the BootROM 4.4.0 B Upgrader.

As an example download software version UCS 4.0.14 (or later) and BootROM 4.4.0 B Upgrader and unzip the content of both of the downloads into one directory.

Older software for example for a SoundPoint IP >here<

You will then have to point the relevant Server (HTTP(s), FTP(s) or TFTP to the directory where the Software has been unzipped.

Before you can successfully install UC Software 4.x.x onto phones running Polycom® UCS released prior to version 4.0.0, you must perform a required upgrade procedure using the Polycom® Upgrader 4.0.0 Utility.

Before you download and install Polycom® UC Software version 4.0.x or higher, Polycom strongly recommends that you review the changes to the upgrade procedures detailed in the Polycom® UC Software 4.0.5 Administrators’ Guide or newer and Engineering Advisory 64731 Polycom® UC Software 4.0.0: Upgrade and Downgrade Methods.

Note: A SoundStation IP 6000 and IP 7000 need the Updater upgraded as shown => here <=.

Downgrading from UCS 4.x.x:

NOTE: Aug 10, 2016, the Polycom SoundPoint Series IP321, IP331, IP335, IP450, IP550, IP560, IP650 and IP670 end of life.
We no longer host the BootROM Downgrader Software!

If the phone is running the new version of UC Software you will need to download the compatible Downgrader (Example Polycom UC Downgrader 4.5.0B Utility)

This will downgrade the compatible phones to UCS 3.3.2 and you then can update to any other UCS 3.3.x Version or Downgrade to SIP 3.2.x

Please check the Polycom UC Software 4.0.x Upgrade and Downgrade Methods (Engineering Advisory 64731).

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If official support is required please check how to phone or open a case here

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The title Poly Employee & Community Manager is a community setting and does not reflect my role. I am just a simple volunteer in the community like everybody else. All posts and words are my own & do not represent the views of Employer.

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⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓SIGNATURE ⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓
Notice: This community forum is not an official Poly support resource, thus responses from Poly employees, partners, and customers alike are best-effort in attempts to share learned knowledge.
Please also ensure you always check the VoIP , Video Endpoint , Microsoft Voice , PSTN or other FAQ's in the different sections

SteffenBaierUK · ‎05-27-2014

SoundStation IP6000 and SoundStation IP7000 Examples:

Basically the process is the same as described in this FAQ but you need to ensure you also have the relevant compatible Updater:

First download:

Unzip all of the above into one directory and then point the phone to the Server

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If official support is required please check how to phone or open a case here

----------------
The title Poly Employee & Community Manager is a community setting and does not reflect my role. I am just a simple volunteer in the community like everybody else. All posts and words are my own & do not represent the views of Employer.

----------------

⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓SIGNATURE ⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓
Notice: This community forum is not an official Poly support resource, thus responses from Poly employees, partners, and customers alike are best-effort in attempts to share learned knowledge.
Please also ensure you always check the VoIP , Video Endpoint , Microsoft Voice , PSTN or other FAQ's in the different sections

SteffenBaierUK · ‎10-08-2014

Automation

Local provisioning automated DHCP Server Options:

Poly Phones delivered from the Factory are preconfigured to be using DHCP Custom Option 160 or 161 (If ordered as Skype for Business SKU) and then Option 66 to inform themselves about the location of a potential Provisioning Server.

Adding a Custom 160 / 161:

And then select the actual new Option 160 or 161

Option 66:

Above Example uses the Standard Provisioning Factory Default Username of PlcmSpIp and the Password PlcmSpIp and would utilize these using FTP as the protocol and 10.252.149.100 as the Server IP or Hostname.

This is submitted via a DHCP String and could be in one of the following formats:

HTTP(S), FTP(S) or TFTP.

Example DHCP string:

ftp://Username:Password@IP_Address or URL

A Username & Password could also be:

http://domain\username:password@IP_Address_or_URL

NOTE: If the password as an example contains an @ please replace this with correct ASCII Encoding for the character in this case %40 .

Example:

ftp://Username:%40123$@IP_Address or URL

The above would use @123$ as the password or the phone would interpret the @Symbol as the separator between the password and the IP Address or URL.

If a Poly Phone is used in a non-supported Environment the End Customer is responsible for setting up a local Provisioning Server.

Additional filtering can utilise the DHCP Vendor Option 60 as explained => here <=

Poly Logs:

013527.204|dhcpc|3|00|dhcListener: Read succeeds: eth0 option: o-161 ftp://t590d:1@10.252.149.100

Setting the DHCP logging level as Settings > Logging > Module Log Level Limits > DHCP Client > Event 3 will show the received Option in the logs

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If official support is required please check how to phone or open a case here

----------------
The title Poly Employee & Community Manager is a community setting and does not reflect my role. I am just a simple volunteer in the community like everybody else. All posts and words are my own & do not represent the views of Employer.

----------------

⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓SIGNATURE ⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓
Notice: This community forum is not an official Poly support resource, thus responses from Poly employees, partners, and customers alike are best-effort in attempts to share learned knowledge.
Please also ensure you always check the VoIP , Video Endpoint , Microsoft Voice , PSTN or other FAQ's in the different sections

SteffenBaierUK · ‎10-02-2015

Pointing a Phone to an Provisioning Server manually:

NOTE: Please remember that you may need to require to add a local Firewall Rule or Disable the Firewall completely !

To manually point the Phone to a Provisioning Server please do the following Steps:

Reboot the Phone (unplug Ethernet cable and plug back in)

Press Setup or Cancel and then Setup when the countdown is being displayed
Use the standard => Password <= of 456
Select Provisioning Server
Select DHCP Menu and press select/enter
Change the Boot Server to static via the Edit Button
Press Exit
Scroll down to Server Type / Server Address etc. and press select/enter and change to the following values

Server Type:	FTP(s), TFTP or HTTP(S)
Server Address:	IP Address or Hostname of your Server
Server User:	Username of your server (if needed)
Server Password:	Password of your server (if needed)

Exit and Save and let the Phone re-boot.

In a normal setup we recommend using an FTP Server in order to provision the Phone and in addition to allow the Phone to upload its own <mac>-app.log and <mac>-boot.log files.

The Server directory should contain the unzipped Version of either UCS or SIP Software (depending on the compatible version)

NOTE: check => here <= if legacy phones are used

The FTP Server needs to allow append and write for this functionality.

Above is vital for Polycom Support in order to troubleshoot cases.

The Customer needs to create their own individual Configuration Files and can use separate files for a Phones registration (per Phone Mac Address) and Global Settings like SIP Server, NTP and Language etc.

When is a Provisioning Server needed:

Running an older Software than UCS 3.3.0 as the phone needs to load the sip.cfg / phone1.cfg
Upgrading a Phone from an older Software to UCS 4.x.x
Language change from English on pre UCS3.3.x Software Versions (example SIP 3.2.7 or older)
License provisioning for H323, Corporate Directory / LDAP, Local / Centralized Conferencing and Audio Recording
Central Phone Book via 000000000000-directory.xml or individual <mac>-directory.xml
Log Files for Support troubleshooting prior to UCS 4.0.0
Specific Customer configuration parameters that cannot be changed via the Web Interface (UCS 3.3.0 introduced a large scope of changes and the new UCS 4.0.0 has enhanced this functionality even more) require the usage of configuration files being loaded from the provisioning server.

Example for a newer FileZilla FTP Server using current phones:

Download the latest Phone Software from => here <=
Create a directory and unzip the archive into this directory (Example C:\Users\SBaier\Provisioning\PVOS_CCX_Trio_Everest0C_8.0.0.CCX_19946_C60_19921_Dev)
After downloading and installing the Server from => here <= a User needs to be set up to be utilized so select Server > Configure
Select Rights Management > Users > and Add a user
(In our example 800 to provision PVOS software 8.0.0 to compatible phones)
Select Add from Mount Points and copy the folder location where the software is stored to the Native Path and create a Virtual Path
{In our example native path would be C:\Users\SBaier\Provisioning\PVOS_CCX_Trio_Everest0C_8.0.0.CCX_19946_C60_19921_Dev and virtual path /800)
A successful connection can be seen in the Interface

Example for the older FileZilla FTP Server using current phones:

Download the latest Phone Software from => here <=
Create a directory and unzip the archive into this directory (Example C:\Users\Username\Provisioning\UCS_6.3.0.14929_ITS146_Rel )
After downloading and installing the Server from => here <= a User needs to be set up to be utilized
Create a new user.
If this is for a single Upgrade the username can be PlcmSpIp and the password PlcmSpIp as this is the factory default of the phone
Point the new user to the Directory previously unzipped the above archive
Ensure the Files right boxes are all ticked
Once the phone is pointed at the FTP Server address the Phone will attempt to download the relevant files

Example FTP Server using legacy phones:

Note: Below example utilizes the Freeware FTP Server Filezilla. Please ensure to set up the correct Firewall settings and liaise directly with Filezilla for any issues encountered with their Software. The example provided is utilizing UCS 4.1.0 Rev B as the Polycom Phone Software

NOTE: Above UC Software 4.1.0 is just an example and is for LYNC deployments only. For SIP please check the Support page for the compatible software!

Pre-requisite:

Download the latest Phone Software from => here <=

Example UCS 4.1.0 Rev B (!! please check that your phone is compatible as shown => here <= !!)

!! Both files are required as outlined above !!
Create a directory and copy the two archives into this directory (Example D:\Software\UCS410revB\ )
Unzip the two Archives so they are in the UCS410revB Directory

Setting up the server

After downloading and installing the Server from => here <= a User needs to be setup to be utilized
Create the new user 410b
Add the directory created for above Software to the new User
Ensure that the User 410b is able to append and write/delete files
Once the phone is pointed at the FTP Server address the Phone will attempt to download the relevant files

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If official support is required please check how to phone or open a case here

----------------
The title Poly Employee & Community Manager is a community setting and does not reflect my role. I am just a simple volunteer in the community like everybody else. All posts and words are my own & do not represent the views of Employer.

----------------

⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓SIGNATURE ⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓
Notice: This community forum is not an official Poly support resource, thus responses from Poly employees, partners, and customers alike are best-effort in attempts to share learned knowledge.
Please also ensure you always check the VoIP , Video Endpoint , Microsoft Voice , PSTN or other FAQ's in the different sections

SteffenBaierUK · ‎05-17-2016

Setting up Microsoft IIS for HTTP Provisioning

NOTE: Please be aware that Polycom does not provide any support on the below and any changes or permissions are at your own risk !!

A "normal" IIS server is unable to append using HTTP or HTTPS. Utilising HTTPd, Apache or any other flavor of HTTP/HTTPS servers should work.

The LOG_FILE_DIRECTORY="" can be used to define a FTP server instead. Example:

LOG_FILE_DIRECTORY="ftp://username:password@domain"

Below information is based on a Microsoft Windows Server 2008 R2 and assumes that you install the below on a separate server that is part of an existing domain.

Option 1 Basic Authentication:

Enable the Web Server (IIS) via adding a new Role

You may skip the next page if shown

Select the Web Server (IIS) and click on Install

Select in addition the WebDav Publishing

Scroll further down to add Basic Authentication (Note: in a follow up further below XXX will be added !)

Click Next and then Install to complete this step to install IIS

Once IIS is installed please download and unzip the Software you wish to provision into the C:\inetpub\wwwroot Directory

Example:

Launch the IIS services manager under Administrative Tools

Expand the default Web Site and select the Mime Types

A list of Mime Types the web server supports are listed and you will require to add an additional minimum 3 mime types to recognize Polycom specific file extensions.
(NOTE: please check => here <= for all required types !)

Select Authentication

Enable Basic Authentication and Disable Anonymous Authentication

Click on Edit and add the default Domain so the phone just requires the Username PlcmSpIp and Password PlcmSpIp

Select Directory Browsing

And enable the following

NOTE: As a standard Windows will not allow basic passwords so the following is at your own risk!

In order to enable a basic Password like the Polycom factory default of PlcmSpIp you will need to change the Password Policy

On your Active Directory Server start a Console via MMC and Add/Remove a Snap-in via the File Option

Select the Group Policy Management Editor and add this and press OK

Browse for the Group Policy Object

Select your Default Domain Policy and proceed

Select Computer Configuration => Windows Settings => Security Settings => Account Policies => Password Policy and Disable the setting.

NOTE: The above is only an example to create a User that can utilize the Standard Polycom Password PlcmSpIp and may violate local policies !

Using Active Directory Users and Computers, create a new user. You will be assigning this user to your WebDAV authoring in a later step.

Create the PlcmSpIp Provisioning user account. This can be whatever user account you want to use. The default is PlcmSpIp and passwordPlcmSpIp.

Select the WebDAV authoring rules to provide write permission to your provisioning directory

Enable WebDav

Add an Authoring Rule

Specify the PlcmSpIp user and give Permission to Read and Write

Right click on the Default Web Site and select Edit Permissions

Edit the Security

Add a new User

Add the newly created PlcmSpIp User and Check Names and then click on OK

Allow Full Control for the PlcmSpIp user and press Apply and then OK

Select the PlcmSpIp User and select Advanced

Change Permission for the PlcmSpIp user

Uncheck the “Include inheritable permissions from this object’s parent” (confirm the follow up warning via Add )

Check the “Replace all child object permissions with inheritable permissions from this object” option

Apply the settings and confirm the process by clicking YES on the next pop up Box and return to the previous menu via OK.
Leave the next Menu via clicking OK and OK.

NOTE: IIS or the Server hosting IIS may need to be restarted after a successful installation !

The Option 160 or 66 DHCP Server string explained => here <= would now be as follows:

http://PlcmSpIp : PlcmSpIp @ 10.252.122.133/UCS_5.2.0.8330_rts55rel

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If official support is required please check how to phone or open a case here

----------------
The title Poly Employee & Community Manager is a community setting and does not reflect my role. I am just a simple volunteer in the community like everybody else. All posts and words are my own & do not represent the views of Employer.

----------------

⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓SIGNATURE ⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓
Notice: This community forum is not an official Poly support resource, thus responses from Poly employees, partners, and customers alike are best-effort in attempts to share learned knowledge.
Please also ensure you always check the VoIP , Video Endpoint , Microsoft Voice , PSTN or other FAQ's in the different sections

SteffenBaierUK · ‎05-02-2017

Setting up Microsoft IIS for HTTPS Provisioning

NOTE: Please be aware that Poly does not provide any support on the below and any changes or permissions are at your own risk !!

The below information is based on a Microsoft Windows Server 2012 and assumes that you install the below on a separate server that is part of an existing domain.

CCX, VVX and Trio UC Software 5.9.0 or later have an overview of the built-in certificates and this can be found via the Web Interface:

Settings > Network > TLS > SSL Certificates

Using one of these certificates authorities enables a user to use a certificate on the server without the need to install one on the phone so the phone can trust the server.

This Guide also assumes that you have set up an AD User called ftpuser with a password of T3ch!ab and the C:\inetpub\wwwroot Directory in the sbaierhome.lab domain.

The above HTTP Instructions already document how to add IIS as a role and the relevant addition of Basic Authentication, Mime Types and WebDav

The C:\inetpub\wwwroot Directory directory is being used for HTTP so we create a new directory called C:\inetpub\wwwhttps

- Launch the IIS services manager under Administrative Tools and create a new Site (HTTPS Web Site)
  
  (We remove the HTTP and add HTTPS via binding later)
- Create a Server Certificate via "Create Domain Certificate"
  
  Note: If you already have a certificate signed by a Poly trusted authority this step is not required. Please work with your network admin Team
- Add the Distinguished Name Properties
  
  Note: The Common Name is the name of this server that is verified
- Select your Online Certificate Authority via clicking on Select
  
  Note: This is usually your AD Server. For more details work with your Network Team
- Give the Certificate itself a name so you can identify it easily
- Finish the process and the newly created and signed certificate can be checked via double-clicking on the certificate
- Select the Certification Path tab and View Certificate
- Click on Next in the "Welcome to the Certificate Export Wizard"
- Select Base-64 .CER and select Next
- Provide a name for the exported Certificate
  
  Example ExportedRootCertificateForPhoneProvisioning.cer
  
  Store the newly created Certificate on a location that allows you to retrieve it. For this exercise we call it ExportedRootCertificateForPhoneProvisioning.cer
- Browse to the new HTTPS Web Site and select Bindings
- Select Add
  Note: you will see the original binding for port 80 which we can now remove after assigning HTTPS
- Select SSL Settings
- Set Require SSL and Ignore Client Certificates
- Right Click on the HTTPS Website and select Manage Website
  
  Ensure the Physical Path points to the inetpub\wwwhttps Directory
- Select Physical Path Credentials
- Path Credentials
- Select Authentication
  
  Ensure you Disable Anonymous Authentication and Enable Basic Authentication
- Change the WebDAV Authoring
  
  Enable
  
  Add / Edit the Authoring Rule
- Open the Windows Explorer and Navigate to the wwwhttps Sub Directory and right-click to change/add the user
  
  Add the User and set the Permissions
  Note: Please check with your network admin on any local policies.

Once all of the above has been set you should be able to browse to the URL of the Provisioning Server and receive a challenge for a Username and Password.

Copy the ExportedRootCertificateForPhoneProvisioning.cer to your main PC so you can create the certificate for the Poly phone to use.

NOTE: Using the above phone built-in certificates does not require the following step!

In order for the Phone to be able to either import this via the Web Interface or load it from a Provisioning server, the file needs to be correctly formatted.

NOTE: It should be a DER-encoded certificate in PEM format. PEM certificates usually have extension such as .pem, .crt, .cer, and .key. They are Base64 encoded ASCII files and contain "-----BEGIN CERTIFICATE-----" and "-----END CERTIFICATE-----" statements.

device.set="1" 
device.sec.TLS.customCaCert1.set="1" 
device.sec.TLS.customCaCert1=" place certificate here "

The Certificate can then be seen:

Setting the Provisioning Server Details on the phone:

Troubleshooting

Settings > Logging > Global Settings > Global Log Level Limit > Log File Size (Kbytes) > VVX/SPIP/SSIP prior to 5.5.0 = 180
Settings > Logging > Global Settings > Global Log Level Limit > Log File Size (Kbytes) > Trio 8300 & VVX after 5.5.0 = 1000
Settings > Logging > Global Settings > Global Log Level Limit > Log File Size (Kbytes) > Trio or CCX 10240
Settings > Logging > Module Log Level Limits > CURL > Event 1
Settings > Logging > Module Log Level Limits > Copy Utilities > Event 3

The phone connects via HTTPS:

0517184023|copy |3|00|'https://sbaierhome%5Cftpuser:****@iistestserver.sbaierhome.lab/000000000000.cfg' from 'iistestserver.sbaierhome.lab(10.252.149.123)'
0517184023|copy |3|00|cfgProvSrvTypeGet()[0]
0517184023|copy |1|00|performCurl : ipAddress = 10.252.149.123, connTimeout = 16, respCode =0, numAddress = 1
0517184023|curl |3|00|timeout on name lookup is not supported
0517184023|curl |3|00|About to connect() to iistestserver.sbaierhome.lab port 443 (#0)
0517184023|curl |3|00|  Trying 10.252.149.123...
0517184023|curl |3|00|the local port callback returned 0
0517184023|curl |3|00|Local port: 57091
0517184023|curl |3|00|Connected to iistestserver.sbaierhome.lab (10.252.149.123) port 443 (#0)
0517184023|curl |3|00|successfully set certificate verify locations:
0517184023|curl |3|00|  CAfile: /ffs0/ca1.crt
  CApath: none
0517184023|curl |3|00|SSLv3, TLS handshake, Client hello (1):
0517184023|curl |0|00|SSL DATA_OUT: Data of len 105 not displayed
0517184023|curl |3|00|SSLv3, TLS handshake, Server hello (2):
0517184023|curl |0|00|SSL DATA_IN: Data of len 81 not displayed
0517184023|curl |3|00|SSLv3, TLS handshake, CERT (11):
0517184023|curl |0|00|SSL DATA_IN: Data of len 1428 not displayed
0517184023|curl |3|00|SSLv3, TLS handshake, Server finished (14):
0517184023|curl |0|00|SSL DATA_IN: Data of len 4 not displayed
0517184023|curl |3|00|SSLv3, TLS handshake, Client key exchange (16):
0517184023|curl |0|00|SSL DATA_OUT: Data of len 134 not displayed
0517184023|curl |3|00|SSLv3, TLS change cipher, Client hello (1):
0517184023|curl |0|00|SSL DATA_OUT: Data of len 1 not displayed
0517184023|curl |3|00|SSLv3, TLS handshake, Finished (20):
0517184023|curl |0|00|SSL DATA_OUT: Data of len 16 not displayed
0517184023|curl |3|00|SSLv3, TLS change cipher, Client hello (1):
0517184023|curl |0|00|SSL DATA_IN: Data of len 1 not displayed
0517184023|curl |3|00|SSLv3, TLS handshake, Finished (20):
0517184023|curl |0|00|SSL DATA_IN: Data of len 16 not displayed
0517184023|curl |3|00|SSL connection using AES256-SHA
0517184023|curl |3|00|Server certificate:
0517184023|curl |3|00|   subject: C=GB, ST=Berkshire, L=Slough, O=Polycom, OU=Tier3, CN=iistestserver.sbaierhome.lab
0517184023|curl |3|00|   start date: 2016-05-17 11:09:25 GMT
0517184023|curl |3|00|   expire date: 2018-05-17 11:09:25 GMT
0517184023|curl |3|00|   common name: iistestserver.sbaierhome.lab (matched)
0517184023|curl |3|00|   issuer: DC=lab, DC=sbaierhome, CN=sbaierhome-LYNCLAB1DC-CA
0517184023|curl |3|00|   SSL certificate verify ok.
0517184023|curl |3|00|Server auth using Basic with user 'sbaierhome\ftpuser'
...7184023|curl |1|00|HEADER_OUT: GET /000000000000.cfg HTTP/1.1
0517184023|curl |1|00|HEADER_IN : HTTP/1.1 200 OK
0517184023|curl |1|00|HEADER_IN : Content-Type: text/plain
0517184023|curl |1|00|HEADER_IN : Last-Modified: Wed, 08 Apr 2015 14:54:52 GMT
0517184023|curl |1|00|HEADER_IN : Accept-Ranges: bytes
0517184023|curl |1|00|HEADER_IN : ETag: "046b8f7b72d01:0"
0517184023|curl |1|00|HEADER_IN : Server: Microsoft-IIS/8.5
0517184023|curl |1|00|HEADER_IN : Date: Tue, 17 May 2016 17:40:24 GMT
0517184023|curl |1|00|HEADER_IN : Content-Length: 1961
0517184023|curl |1|00|HEADER_IN :
0517184023|curl |0|00|DATA_IN   : Data of len 1961 not displayed

----------------

If official support is required please check how to phone or open a case here

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The title Poly Employee & Community Manager is a community setting and does not reflect my role. I am just a simple volunteer in the community like everybody else. All posts and words are my own & do not represent the views of Employer.

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⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓SIGNATURE ⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓
Notice: This community forum is not an official Poly support resource, thus responses from Poly employees, partners, and customers alike are best-effort in attempts to share learned knowledge.
Please also ensure you always check the VoIP , Video Endpoint , Microsoft Voice , PSTN or other FAQ's in the different sections

SteffenBaierUK · ‎07-16-2020

Poly phones also support FTP over TLS provisioning

In the below example we use FileZilla server from >here<

NOTE: Please be aware that Poly does not provide any support on the below and any changes or permissions are at your own risk!!

CCX, VVX and Trio UC Software 5.9.0 or later have an overview of the built-in certificates and this can be found via the Web Interface:

Settings > Network > TLS > SSL Certificates

Using one of these certificates authorities enables a user to use a certificate on the server without the need to install one on the phone so the phone can trust the server.

Creating a Server certificate

In the below example we are using the FileZilla Server built-in facility to create a certificate. The common name needs to be the FQDN of the Server where a DNS A record has been set up pointing to the IP address of the PC running Filezilla.

Open Filezilla Server via Edit > Settings
Select FTP over TLS settings
Ensure to disable "Require TLS session resumption on data connection when using Proto P"
Select "Generate a new certificate"

The above steps and the follow up are only needed if you do not already have a valid certificate from a authority the phone trusts
Fill in the fields and ensure the DNS record is set up for the Common Name
It should be a DER-encoded certificate in PEM format. PEM certificates usually have extension such as .pem, .crt, .cer, and .key. They are Base64 encoded ASCII files and contain "-----BEGIN CERTIFICATE-----" and "-----END CERTIFICATE-----" statements.
The Save Key and certificate ensures the .crt file is stored somewhere so we can open and edit this to create the certificate we want to import on the phone. Open the CRT file and copy the Begin Certificate section until end certificate

and create a XML conform CFG file with the certificate
Import the newly created file into the phone using the Web Interface Utilities > Import & Export Configuration > Import Configuration
Verify the certificate is imported
Enter the provisioning server credentials and/or use DHCP option 160/161/66 from >here<

Troubleshooting

Missing or wrong certificate

002326.489|copy |4|00|SSL_connect error Peer certificate cannot be authenticated with known CA certificates.SSL certificate problem, verify that the CA cert is OK. Details:
error:14090086:SSL routines:ssl3_get_server_certificate:certificate verify failed

DNS missing or wrong

0716133209|copy |4|00|DNS lookup failed for ftps.sbaierhome.lab

Suggested Logging Settings > Logging > Module Log Level Limits > CURL > Event 3

Not disabled "Require TLS session resumption on data connection when using Proto P"

002355.366|curl |3|00|Unknown SSL protocol error in connection to ftps.sbaierhome.lab:990

Check Server certificate details

002355.227|curl |3|00|SSL connection using ECDHE-RSA-AES256-GCM-SHA384
002355.237|curl |3|00|Server certificate:
002355.237|curl |3|00|	 subject: C=UK, ST=London, L=Harrow, O=Poly, CN=ftps.sbaierhome.lab
002355.237|curl |3|00|	 start date: 2020-07-16 12:26:14 GMT
002355.238|curl |3|00|	 expire date: 2030-07-14 12:26:14 GMT
002355.238|curl |3|00|	 common name: ftps.sbaierhome.lab (matched)
002355.238|curl |3|00|	 issuer: C=UK, ST=London, L=Harrow, O=Poly, CN=ftps.sbaierhome.lab
002355.238|curl |3|00|SSL certificate verify result: certificate is not yet valid (9), continuing anyway.

The message "SSL certificate verify result: certificate is not yet valid (9), continuing anyway" appears as we do not have a valid NTP server

----------------

If official support is required please check how to phone or open a case here

----------------
The title Poly Employee & Community Manager is a community setting and does not reflect my role. I am just a simple volunteer in the community like everybody else. All posts and words are my own & do not represent the views of Employer.

----------------

⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓SIGNATURE ⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓
Notice: This community forum is not an official Poly support resource, thus responses from Poly employees, partners, and customers alike are best-effort in attempts to share learned knowledge.
Please also ensure you always check the VoIP , Video Endpoint , Microsoft Voice , PSTN or other FAQ's in the different sections

SteffenBaierUK · ‎07-02-2022

In order to upgrade a Poly Rove base station or handset, a local server could be used. This is an HTTP or TFTP server as the Poly Rove does not support FTP.

In addition to >this< guide browse to the Base Station and add these details under System Management > Auto provisioning > Auto Firmware Update:

FirmwareServer as http://downloads.polycom.com
FirmwarePath as /voice/dect-ip-phones/Rove/
Method as Periodically
Interval as 30

Firmware Versions and Handset Images
BaseFwVersion as the version desired. If for example 8.0.3 put 8003 (See table below)
BaseFirnwareBranch is the basic version. If 8.0.3 put 8009 (See table below)

Handset and Repeater
Rove30FwVersion as 8003
Rove30BranchVersion as 8009
Rove40FwVersion as 8003
Rove40BranchVersion as 8009
RoveR8FwVersion as 8003
RoveR8BranchVersion as 8009

BaseFW	BranchFirmware
8000	0033
8001	0013
8002	0003
8003	0009

NOTE: In order to use the Poly Rove with the Microsoft SIP Gateway the firmware needs to be at least 8.0.3!

----------------

If official support is required please check how to phone or open a case here

----------------
The title Poly Employee & Community Manager is a community setting and does not reflect my role. I am just a simple volunteer in the community like everybody else. All posts and words are my own & do not represent the views of Employer.

----------------

⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓SIGNATURE ⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓
Notice: This community forum is not an official Poly support resource, thus responses from Poly employees, partners, and customers alike are best-effort in attempts to share learned knowledge.
Please also ensure you always check the VoIP , Video Endpoint , Microsoft Voice , PSTN or other FAQ's in the different sections

SteffenBaierUK · ‎10-18-2022

Hello all,

a quick overview of how to use Poly Lens (Cloud) to provision and set up phones and devices.

EDIT: This is not an official guide so no details on how to integrate this into Microsoft AD or similar will be provided!

An official guide can be found >here< and Poly professional services can be used to roll this out in case this would be required.

Navigate to https://lens.poly.com and select Sign Up (use a private email in order to familiarise yourself)

Follow the instructions on the screen like the Account name etc.

It may take around 15 minutes to complete the set-up and to able to manage the Device provisioning itself. Navigate from the Account Name to Manage Accounts

Select the account you want the phones to provision to

Navigate to Device Provisioning and the important Provisioning Server Address will be displayed. This is unique to the tenant ID created with this account.

The Server User name and the Server Password can be edited

This Provisioning Server Address in conjunction with the Username and Password can be used to set up a DHCP Option as shown >here<

Poly DHCP Device Options:

Poly Phones non-Microsoft SKU support DHCP option 66 and 160
Poly Phones using Microsoft SKU support DHCP option 66 and 161
Poly Studio X or G7500 support DHCP option 160
Poly Studio USB support DHCP option 66 or 150

NOTE: If the password as an example contains an @ please replace this with the correct ASCII Encoding for the character in this case %40 .

Example:

https://PlcmSpIp:%40123$@txyz.deviceprovisioning.dm.lens.poly.com

The above would use @123$ as the password or the phone would interpret the @Symbol as the separator between the password and the URL for Lens.

Manual Provisioning via the Web UI

Preparation >here<

In preparation for a customer set up several import options are supported:

Devices
Device Groups
Sites
Device Models

If a user wishes as an example to prepare Sites a template can be downloaded so the user can pre-create the sites.

The .csv file structure must contain certain mandatory headers plus optional configuration parameters. The headers site_name and at least one of device_models and subnets must be included.

Example:

site_name,description,location_name,subnets,device_models,feature.lens.enabled,lcl.datetime.time.24HourClock,powerSaving.enable,lcl.ml.lang
My Site,site description,Austin,"{""public-subnet-list"":[{""mask-length"":32,""ip-address"":""86.183.98.84"",""private-subnet-list"":[{""mask-length"":24,""ip-address"":""192.168.1.0""}]}]}",Trio 8300|Trio 8500,1,1,0,English_United_States

A site, as an example in a certain country, can contain settings like the language or the 24h clock

Policies >here<

The above explains the priority between the different policies and the inheritance level between them

If help is required please work with Poly professional services >here<

Microsoft SIP Gateway >here<

Poly can help with the deployment of a move from Microsoft 3PIP (formerly known as Skype for Business online) to the new Microsoft SIP gateway. Therefore the Model Policy could be used to point certain >compatible< Phones to Enable Lens Assisted Provisioning.

The above can also be enabled on a per compatible device and for more details check >here<

Final Steps

As the final piece simply connect the Poly device to a network and power it up. The DHCP Server will issue the DHCP Option set up prior to this and automatically connect to Poly Lens.

Based on a previously imported Sites CSV file the device will be added to this

Poly Lens Desktop >here<

The Poly Lens Desktop app >here< can in addition be invited to connect to the Poly Lens cloud

Using the above additional peripherals connected to a PC or Apple Mac can be included in the Poly Lens cloud.

Poly Lens Relay >here<

If a customer wants a deployment using a local Poly Lens Relay to prevent a lot of internet traffic they can use one or multiple Poly Lens Relay(s) within an organisation

Poly+ >here<

Poly+ enables additional insight into an organisation via Poly Sales >here<

Poly API Marketplace

The Poly API Marketplace centralizes our APIs into a single location while providing visibility into all the available developer assets across Poly’s products.

To learn more about the Poly API Marketplace visit:

----------------

If official support is required please check how to phone or open a case here

----------------
The title Poly Employee & Community Manager is a community setting and does not reflect my role. I am just a simple volunteer in the community like everybody else. All posts and words are my own & do not represent the views of Employer.

----------------

⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓SIGNATURE ⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓
Notice: This community forum is not an official Poly support resource, thus responses from Poly employees, partners, and customers alike are best-effort in attempts to share learned knowledge.
Please also ensure you always check the VoIP , Video Endpoint , Microsoft Voice , PSTN or other FAQ's in the different sections

[FAQ] How can I setup my Phone / Provisioning / Download / Upgrade / Downgrade Software?

[FAQ] How can I setup my Phone / Provisioning / Download / Upgrade / Downgrade Software?

Re: [FAQ] How can I setup my Phone / Provisioning / Download / Upgrade / Downgrade Software?

DHCP Server Options Provisioning

FTP provisioning

Setting up Microsoft IIS for HTTP Provisioning

Setting up Microsoft IIS for HTTPS Provisioning

FTP over TLS provisioning

Poly Rove DECT IP

How can we use Poly Lens to Provision compatible Poly Devices