Manually Provision a Poly Edge E Series Phone

Provisioning on the Physical Phone

1. Click the Home key on the phone.
2. Navigate to Settings > Advanced
3. Enter the Admin Password.
4. Click Administration Settings > Network Configuration
5. Change Server Type to HTTPS and click Ok.
6. Select Provisioning Server.
7. Change the Provisioning Server Address to pccfg.8x8.com/polycomuc/
8. Exit Provisioning Server Menu.
9. Select the SNTP Address.
10. Enter pool.ntp.org and click OK.
11. Select Exit, then select Save Config.
12. Click Back to Settings > Basic > Reboot Phone and click ok.
13. Allow several minutes for the phone to reboot and connect to the 8x8 servers. When rebooting is complete, continue on to activate your phone.

Provisioning through the Web GUI

First, you'll need to obtain the local (internal network) IP address of your phone:

1. Connect the phone to your local network and power it up.
2. Click the Home Button on the phone.
3. Navigate to Settings > Status > System Information.
4. Locate and take note of the IP Address. You will need this IP address to configure the 8x8 Provisioning Server.

Next, you'll configure your provisioning parameters:

1. In your computer's web browser (on the same local network as your phone), enter the following line into the browser Address bar, using the IP address of the phone:
   • https://[IP ADDRESS]
   • Example: https://192.168.0.10
2. In the Poly Web Configuration Utility login page, select Login As: Admin.
3. Enter the Admin password you have set for the device, and click Submit.
   
4. In the Settings menu, click Provisioning Server.
   
5. Click the + to expand the Provisioning Server section.
6. Set Server Type to HTTPS.
7. In Server Address, type or paste the following URL exactly as it is shown, below:

   • pccfg.8x8.com/polycomuc/

8. Click Save, then click Yes to confirm your changes in the popup prompt. The phone should automatically reboot.

IMPORTANT: Your phone may reboot several more times over the next few minutes. If it does this, then your firmware is being updated, and you should not unplug or reboot the phone until it has stopped rebooting for a few minutes.

Once the phone has restarted, you should see a button marked as Inactive at the lower left of the phone's display.

To make the phone functional on your 8x8 service, you'll need to activate it. To do this, perform one of the following:

• Press the Inactive button on the phone's display, and when prompted, enter the activation code provided in the phone user's 8x8 user profile in 8x8 Admin Console. The phone will restart automatically and should come back online momentarily with the phone's extension buttons displayed.
• Or in 8x8 Admin Console:
  1. Find and edit the phone user's 8x8 user profile to which the phone will be assigned (this profile is required, even if the device is to be used as a conference room phone).
  2. Scroll down and click on Voice Basic Settings to expand that section.
  3. In Activate Device by, click Input MAC address and enter the device's 12-character MAC address. The MAC address can be found on a sticker on the underside of the phone, may contain letters and numbers, and is not case-sensitive in Admin Console.
  4. Reboot the phone.

IMPORTANT: When the phone comes back online, the message Software update in progress may appear at the top of the screen, and the Inactive button will appear again. Your phone may remain non-active for 5-10 minutes, and then reboot several times over the next few minutes. If it does this, then your phone's firmware is being updated, and you should not unplug or reboot the phone until it has stopped rebooting for a few minutes.

You'll see buttons on the phone's display screen with the extension number and name (or partial 8x8 user ID) of the assigned user. At this point, the phone can be used normally.

Factory Reset On The Physical Phone

1. On the phone, press the Home key.
2. Select the Settings option.
3. Select the Advanced option.
4. Enter the admin password for the device and click Enter.
5. Select Administration Settings.
6. Select Restore to Defaults.
7. Select Reset to Factory.
8. On restart, you will be prompted to Set a new Admin Password as detailed in the Phone Setup After Factory Reset Section.

From this point, you can perform the provisioning steps documented above.

Factory Reset Through The Web GUI

1. In the Poly Web Configuration Utility login page, select Login As: Admin.
2. Enter the Admin password you have set for the device, and click Submit.
   
3. In the Utilities menu, click Phone backup & Restore.
4. Expand Global Settings and click the Restore Button.
5. Click Yes to restore to Factory Default.
6. On restart, you will be prompted to Set a new Admin Password as detailed in the Phone Setup After Factory Reset Section.
   

Phone Setup After Factory Reset

1. When the phone restarts, choose English (Internal) on the Language screen and press Next.
2. Accept The Poly License Agreement.
3. Set up a new password (it can be something simple like '123', but CANNOT be '456') and press Enter.
4. Select the time zone (you can just leave it at 'GMT 0' as the time will be set upon activation) and press Ok.
5. Now you can log into the phone again using the new password that was set up.