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Setting up Polycom CX IP Phones on Lync for Extension + PIN

GrahamWalsh

Below are some notes on setting up the Aries phones with Microsoft Lync 2010 for Extension and PIN sign in.  This can be used on the CX500, CX600 and CX3000 devices.  You can also use the USB tethered cable on the CX600 and CX3000 for quickness.

  1. Ensure DHCP is running on your network
  2. Ensure NTP is setup for the phones.  This is done by adding a new SRV record to the domain DNS server with the following details:
  • Service: _ntp
  • Protocol: _udp
  • Port Number: 123
  • Host: xx.xx.xx (server that is the time server)
  1. Next we will setup Option 42 in the DHCP server Scope and point to the NTP server.
  2. Next we need to run a command against the DHCP server to create some extra options for the phones to get the web certificate etc and allow sign in by Extension+PIN (on the CX500 for example). On the Lync Server under C:Program FilesCommon FilesMicrosoft Lync Server 2010, there is a file called DHCPUtil.exe and DHCPConfigScript.bat. Copy these over to the DHCP server into say C:DHCPUtil. Open a command prompt and browse to the directory. Run the following command: dhcputil.exe -SipServer lyncfe.domain.local -RunConfigScript.
  3. Once this has been run, we now need to validate that the DHCP will issue the correct info the to the clients/phones. On a server/workstation that does not have DHCP Server running, run the following command with the tools. dhcputil.exe -EmulateClient. You should now see an output showing all the options that the DHCP server will issue out to clients. We can also check the DHCP server and ensure under the Scope options that options 001, 002, 003, 004, 005 are listed.
  4. Now we will set a PIN policy for any users who will log in with Ext+PIN.  Open the Lync Control Panel and head to Security and then select the PIN Policy tab.  Double click on Global and set a default policy such as PIN Length 4 and Allow Common patters <checked>.  Now click on Commit.
  5. You can now look up a user and set their PIN number in the control panel.  Browse a user and click on their name and from the Action menu, drop down and select Set PIN and click OK.
  6. You can now reset a phone (unplug and power on holding down * & # keys) and you should be able to sign in with their Extension number and PIN you have just set in step 7 above.

 

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