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Microsoft Exchange Integration

Exchange Integration is available for Skype for Business, Office 365, and Lync Server 2010 and 2013 deployments. This feature enables set up of visual voicemail, call log synchronization, Outlook contact search, and Skype for Business Address Book Service (ABS) adaptive search. Each of these features is enabled by default on Polycom phones registered with Skype for Business.

When you register a Polycom Trio 8800 or 8500 system with Skype for Business, a Calendar icon displays on the phone Home screen that enables users to access features. Users can view and join Outlook calendar events directly from Polycom Trio system. This displays the day and meeting view for scheduled events; the month view is not currently available. Note you cannot schedule calendar events or view email from the phone.

When you pair Polycom Trio 8500 or 8800 with Polycom Trio Visual+, the system automatically displays the Calendar and up to five meetings scheduled within the next 24-48 hours on the Home screen of connected monitor. You can configure whether or not users receive reminder notifications on the display monitor and whether or not an alert sound accompanies reminder notifications.

After the phone is connected, you can:

Verify which Exchange Server services are not working on each phone by going to Status > Diagnostics > Warnings on the phone.

View the status of each service in the Web Configuration Utility.

Enabling Microsoft Exchange Integration

You can enable Exchange integration using one of the following methods:

Exchange Server autodiscover.

Centralized provisioning.

On a per-phone basis with the Web Configuration Utility.

When using a UC Software release prior to 5.3.0, you can enable the exchange calendar using centralized provisioning or with the Web Configuration Utility. To enable the Web Configuration Utility, refer to Accessing the Web Configuration Utility.

 

 

Note: If you enter sign-in credentials to the configuration file, phone users must enter credentials to the phone Sign In screen.

Enable Microsoft Exchange Calendar Using Centralized Provisioning

You have the option to enable Skype for Business Exchange calendar using the following parameters on your central provisioning server.

If you are using Polycom Trio Solution, parameters are included in Example Configuration File for Polycom Trio 8800 Collaboration Kit with Skype for Business on Polycom Trio > Documentation > Setup Documents.

To enable the exchange calendar from a provisioning server:

Add the following parameter to one of your configuration files:

Øfeature.exchangeCalendar.enabled=1

Øexchange.server.url=https://<example URL>

Enable Microsoft Exchange Calendar Using the Web Configuration Utility

You have the option to use the Web Configuration Utility to manually enable Skye for Business Exchange Calendar. This is useful for troubleshooting if autodiscovery is not working or misconfigured. This method applies only to a single phone at a time.

To enable the exchange calendar manually:

1Ensure that you enable Accessing the Web Configuration Utility.

2Log in to the Web Configuration Utility as Admin (default password 456).

3Go to Settings > Applications > Exchange Applications, and expand Exchange Applications, as shown next.

4In the Exchange Calendar field, select Enable.

5Enter the exchange web services URL using a Microsoft Exchange Server URL, for example https://<mail.com>/ews/exchange.asmx. In this example, the URL part <mail.com> is specific to an organization

6At the bottom of the browser page, click Save.

7When the confirmation dialog displays, click Yes.

Your Exchange Calendar is successfully configured and the Calendar icon displays on your phone screen.

Setting Up Calendar Features

Visual voicemail. On the server, enable unified messaging and enable messages to play on the phone for each user. If you disable feature.exchangeVoiceMail.enabled, the Message Center and Skype for Business Voice mail menus display the message. Skype for Business Server only plays voicemail and you cannot download voicemails or play locally on the phone.

Call log synchronization. On the server, enable the option to save calls logs to each user's conversation history in Outlook.

ABS adaptive search. On the server, enable the ABS service. There are three possible configurations.

ØOutlook and ABS are both enabled by default. When both are enabled, the phone displays the Skype for Business Directory.

ØIf you disable Outlook and enable only ABS, the phone displays the Skype for Business Directory.

ØIf you enable Outlook and disable ABS, the Outlook Contact Search displays in Directories.

 

Web Info: For help with Lync Server 2010, refer to Microsoft Configure Exchange Services for the Autodiscover Service.
For help with Lync Server 2013, refer to Microsoft Configuring Unified Messaging on Microsoft Exchange Server to work with Lync Server 2013.

Calendar Meeting Details

You can use exchange.meeting.show* parameters to show or hide the following meeting details from the calendar display on the Polycom Trio 8500 and 8800 system screen and on the monitor connected to the Polycom Trio Visual+:

Subject.

Location.

Invitee(s).

Agenda/Notes. When you hide Agenda/Notes, a message indicates the meeting is private.

Meeting organizer. The organizer does not display for meetings displayed on the monitor.

Show More Actions. If multiple numbers are available to dial into a meeting, More Actions displays in Meeting Details to allow users to choose the dial-in number.

Meeting Reminder Messages

A meeting reminder displays on the Polycom Trio system screen at five minutes and one minute before the start of a meeting. The five-minute reminder disappears after 30 seconds if not dismissed. If the one-minute reminder has not been dismissed, the reminder message displays on the Polycom Trio system Home Screen during the duration of the meeting. The one minute reminder disappears when the meeting ends or when the next meeting reminder pops up, whichever comes first.

When multiple meetings are booked at the same time or overlap, a message displays available meetings. Users can tap the message to display the calendar day view and choose which meeting to join.

You can also show or hide all day events, configure the maximum number of future meetings, or configure a user requirement to enter the Skype for Business conference ID when a meeting organize marks a meeting as ‘private’. When meeting organizers mark a meeting invitation as Private in Outlook, the Polycom Trio system displays the meeting invite on the Trio phone calendar and TV screens with ‘Private Meeting’ in the subject line and a lock icon. The conference ID is included in the Outlook invitation.

Configuring Microsoft Exchange Integration

The following table lists parameters that configure Microsoft Exchange integration.

Exchange Integration Parameters
Parameter
Template
Permitted Values
exchange.meeting.alert.followOfficeHours
applications.cfg
1 - Audible alerts occur during business hours.
0 - Audible alerts occur at all times.
exchange.meeting.alert.tonePattern
applications.cfg
positiveConfirm (default) - Set the tone pattern of the reminder alerts using any tone specified by se.pat.*. See section Customize Audio Sound Effects in the UC Software Administrator Guide   .
exchange.meeting.alert.toneVolume
applications.cfg
10 (default) - Set the volume level of reminder alert tones.
0 - 17
exchange.meeting.allowScrollingToPast
applications.cfg
0 (default) - Do not allow scrolling up in the Day calendar view to see recently past meetings.
1 - Allow scrolling up in the Day calendar view to see recently past meetings.
exchange.meeting.hideAllDayNotification
applications.cfg
0 (default) - All day meeting notifications display on the Calendar screen.
1 - All day meeting notifications are hidden from the Calendar screen.
exchange.meeting.parseOption1
applications.cfg
Indicates the field in the meeting invite from which the VMR or meeting number should be fetched.
Location (default)
All
LocationAndSubject
Description
exchange.meeting.parseWhen
applications.cfg
NonSkypeMeeting (default) - Disable number-searching on the Calendar to look for additional numbers to dial in Skype Meeting calendar entries.
Always - Enables number-searching on the Calendar to look for additional numbers to dial even for Skype Meetings.
exchange.meeting.phonePattern
applications.cfg
NULL (default)
string
The pattern used to identify phone numbers in meeting descriptions, where "x" denotes any digit and "|" separates alternative patterns (for example, xxx-xxx-xxxx|604.xxx.xxxx).
exchange.meeting.reminderEnabled
applications.cfg
1 (default) - Meeting reminders are enabled.
0 - Meeting reminders are disabled.
exchange.meeting.reminderInterval
applications.cfg
300 seconds (default)
60 - 900 seconds
Set the interval at which phones display reminder messages.
exchange.meeting.reminderSound.enabled
applications.cfg
1 - The phone makes an alert sound when users receive reminder notifications of calendar events.
0 - The phone does not make an alert sound when users receives reminder notifications of calendar events. Note that when enabled, alert sounds take effect only if exchange.meeting.reminderEnabled is also enabled.
exchange.meeting.reminderType
applications.cfg
Customize the calendar reminder and tone.
2 (default) - Reminder is always audible and visual.
1 - The first reminder is audible and visual reminders are silent.
0 - All reminders are silent.
exchange.meeting.showAttendees
applications.cfg
1 (default) - Show the names of the meeting invitees.
0 - Hide the names of the meeting invitees.
exchange.meeting.showDescription
applications.cfg
1 (default) - Show Agenda/Notes in Meeting Details that displays after you tap a scheduled meeting on the Polycom Trio system calendar.
0 - Hide the meeting Agenda/Notes.
exchange.meeting.showLocation
applications.cfg
1 (default) - Show the meeting location.
0 - Hide the meeting location.
exchange.meeting.showMoreActions
applications.cfg
1 (default) - Show More Actions in Meeting Details to allow users to choose a dial-in number.
0 - Hide More Actions in Meeting Details.
exchange.meeting.showOnlyCurrentOrNext
applications.cfg
0 (default) - Disabled the limitation to display only the current or next meeting on the Calendar.
1 - Enables the limitation to display only the current or next meeting on the Calendar.
exchange.meeting.showOrganizer
applications.cfg
1 (default) - Show the meeting organizer in the meeting invite.
0 - Hide the meeting organizer in the meeting invite.
exchange.meeting.showSubject
applications.cfg
1 (default) - Show the meeting Subject.
0 - Hide the meeting Subject.
exchange.meeting.showTomorrow
applications.cfg
1 (default) - Show meetings scheduled for tomorrow as well as meetings scheduled for today.
0 - Do not show meetings scheduled for tomorrow.
exchange.menu.location
applications.cfg
Features (default) - Displays the Calendar in the global menu under Settings > Features.
Administrator - Displays the Calendar in the Admin menu at Settings > Advanced > Administration Settings.
exchange.reconnectOnError
applications.cfg
1 (default) - The phone attempts to reconnect to the Exchange server after an error.
0 - The phone does not attempt to reconnect to the Exchange server after an error.
exchange.server.url
applications.cfg
NULL (default)
string
The Microsoft Exchange server address.
exchange.showSeparateAuth1
applications.cfg
0 (default) - Allow users to sign in with their Skype for Business account and access an associated calendar.
1 - Provides users an option to sign in with credentials in addition to their Skype for Business account to access a different calendar. These additional fields (Exchange Email, Exchange Domain, Exchange User, and Exchange Password) are located in the Sign In > Advanced menu.
feature.EWSAutodiscover.enabled
applications.cfg
If you configure exchange.server.url and set this parameter to 1, preference is given to the value of exchange.server.url.
1 (default) - Exchange autodiscovery is enabled and the phone automatically discovers the Exchange server using the email address or SIP URI information.
0 - Exchange autodiscovery is disabled on the phone and you must manually configure the Exchange server address.
feature.exchangeCalendar.enabled
features.cfg
For the Polycom Trio 8800 solution, VVX 300/301, 310/311, 400/401, 410/411, 500/501, 600/601 and 1500 phones, and the CX5500 Unified Conference Station.
1 (default) - The calendaring feature is enabled. You must enable this parameter if you also enable feature.exchangeCallLog.enabled. If you disable feature.exchangeCalendar.enabled, also disable feature.exchangeCallLog.enabled to ensure call log functionality.
0 (default) - The calendaring feature is disabled.
feature.exchangeCallLog.enabled
features.cfg
1 (default) - The Exchange call log feature is enabled and the user call log history of Missed, Received, and outgoing calls can be retrieved on the phone.
You must also enable the parameter feature.exchangeCalendar.enabled to use the Exchange call log feature. If you disable feature.exchangeCalendar.enabled, also disable feature.exchangeCallLog.enabled to ensure call log functionality.
0 (default) - The Exchange call log feature is disabled and the user call logs history cannot be retrieved from the Exchange server.
feature.exchangeContacts.enabled
features.cfg
1 (default) - The Exchange call log feature is enabled and the user call log history of Missed, Received, and outgoing calls can be retrieved on the phone.
0 - The Exchange call log feature is disabled and the user call logs history cannot be retrieved from the Exchange server.
You must also enable the parameter feature.exchangeCallLog.enabled to use the Exchange call log feature.
feature.exchangeVoiceMail.enabled
features.cfg
1 (default) - The Exchange voicemail feature is enabled and users can retrieve voicemails stored on the Exchange server from the phone.
0 - The Exchange voicemail feature is disabled and users cannot retrieve voicemails from Exchange Server on the phone.
You must also enable feature.exchangeCalendar.enabled to use the Exchange contact feature.
feature.exchangeVoiceMail.skipPin.enabled
features.cfg
1 (default) - Enable PIN Auth for Exchange Voicemail.
0 - Disable PIN Auth for Exchange Voicemail.
feature.lync.abs.enabled
features.cfg
1 - Enable comprehensive contact search in the Skype for Business address book service.
0 - Disable comprehensive contact search in the Skype for Business address book service.
feature.lync.abs.maxResult
features.cfg
20 (default)
5 - 50
The value for this parameter defines the maximum number of contacts to display in a Skype for Business address book service contact search.
features.contacts.readonly
features.cfg
0 (default) - Skype for Business Contacts are editable.
1 - Skype for Business are read-only.
up.oneTouchVoiceMail1
features.cfg
0 - The phone displays a summary page with message counts. The user must press the Connect soft key to dial the voicemail server.
1 - The phone dials voicemail services directly (if available on the call server) without displaying the voicemail summary.
1 Change causes phone to restart or reboot.
 

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