Most of the instruction in this article has already been included in various past articles but as some additional methods for Lync registration have been introduced it seems logical to revisit each of the options in a single referenceable article. The options covered below are available on any VVX phone running at least UCS 5.2 firmware or newer.
When in doubt the phone can be reset to factory defaults as described in this previous article to start from a clean slate and then registered using any of the following procedures.
Enable Lync Base Profile
The first step for any Lync registration process is always to enable Lync Base Profile if it is not already. Some devices will come preconfigured with Lync Base Profile directly from the factory and this may not be necessary depending on the current state of the phone.
Previous articles have covered various ways to set this but the easiest is to use the Multi Key Combo (MKC) of 1,4,9 to jump right to the Base Profile menu.
- Press and hold the 1, 4, and 9 keys together for at least 3 seconds, then enter the administrator password when prompted (the default password is ‘456’).
- At the Base Profile menu Select Lync and confirm the choice to immediately reboot the phone and apply the changes.
Once the reboot process has completed then any of the following registration methods can be used.
Register From the Handset
A standalone phone can be registered to Lync by simply entering the Active Directory credentials or the phone number/extension and PIN of the desired user directly into the handset.
- After Lync Profile is enabled the PIN Authentication window will appear by default. If this is the preferred method simply enter the desired user’s phone number or extension and PIN and then select Sign In.
Understand that using PIN Authentication will not provide access to any Exchange server features like the Calendar, personal Contacts, Voice Mail, etc.
- To utilize user credentials which will provide Exchange connectivity simply navigate back to the home screen instead.
- From the home screen select the More soft key and then choose Sign In.
- Select the User Credentials option and then populate the required fields. (The on-screen keyboard available on the VVX 500 and 600 models can expedite the character entry over using the number pad.)
- Select Sign In to start the registration process with the Lync Server.
Register from a Paired Workstation
The Better Together over Ethernet (BToE) method can be used to provision Lync user credentials to a VVX handset from a paired workstation, identical to how a Lync Phone Edition devices can be provisioned using USB tethering.
- Download the appropriate BToE client software and install it on a Windows workstation which is connected to the network via the Ethernet uplink port on the VVX phone.
- After the software has been installed the phone should automatically be located via the Ethernet uplink and reported as Paired by the workstation
- Sign into the Lync client on the workstation (if not already) and the following window should automatically appear, prompting for the Lync user’s credentials to send to the phone. Enter the appropriate Sign-in address (SIP URI), Active Directory domain and user names, and the password. Either the DOMAIN\username NetBIOS format or the firstname.lastname@example.org User Principal Name format can be used.
The phone’s display will then indicate the attempt to sign in to Lync and should complete in a few seconds.
A successful registration will show the Lync user’s name and status, along with a message that the BToE pairing was activated.
Register from the Web Management UI
As defined by the Microsoft 3PIP qualification the phone’s web management user interface is now disabled by default whenever Lync Base Profile is enabled. In order to access the web interface’s Lync SignIn section then it must first be re-enabled from the phone (or remotely via a provisioning server configuration file is desired).
Enable Web UI
Re-enable the Web management user interface in order to use if for user authentication.
- Press the Home key on the phone and then navigate to the following menu: Settings > Advanced menu and when prompted to enter a password on the Advanced menu enter the administrator password configured on the phone (the default value is ‘456’).
- Continue on to the Administration Settings > Web Server Configuration. (The Web Server Configuration item is located at the bottom of the Administration Settings menu.)
Note that the phone’s embedded Web Server is disabled because Lync Base Profile was activated.
- Change the Web Server parameter to Enabled and the Web Config Mode parameter to whichever combination of HTTP and HTTPS is desired (e.g. HTTP/HTTPS).
- Back out and select Save Config which should trigger a reboot of the phone to apply the change.
Register to Lync
Connect to the phone’s web management user interface to register it to Lync.
- Press the Home key on the phone and then navigate to the following menu: Settings > Status > Network > TCP/IP Parameters
- Note the IP address and then connect to that address in a web browser.
- Leave the Login As value at the default setting of Admin and then enter the default administrator password of ‘456’. (If Internet Explorer 11 is used then it may be required to add the IP address to the Compatibility View list if getting stuck at this menu.)
- Browse to the Settings > Lync SignIn menu.
- Select an Authentication Type of either Login Credentials or PIN Authentication and then fill out the appropriate fields as shown in the examples below.
- A successful registration will be reported by the following window appearing in the browser. Checking the status on the phone itself should also confirm this.
A successful registration will show the user’s presence status, any pinned Lync favorites on the home screen, and report the synchronization status of various features.