Onboarding Process

The onboarding process covers everything required to add (register) a device into the system.

These steps assume that you already have access to Poly Lens and have at least one account available for the device.

There are multiple options for onboarding devices into Poly Lens:

Provisioning Based Onboarding

Best option for onboarding large fleets of devices. Ideal when managing policies and pushing software updates to large groups of devices.

• Onboard a Single Voice Device using Provisioning - To register a voice device one at a time into Poly Lens, working with the device system web interface.
• Onboard Voice Devices via Provisioning via DHCP Auto Discovery - To bulk onboard a group of voice devices into Poly Lens.
• Onboard a Single Video Device using Provisioning - To register a video device one at a time into Poly Lens, working with the device system web interface.
• Onboard Video Devices via the DHCP Auto Discovery - Use DHCP to automatically register your video devices to a provisioning server.

PIN/QR Code Onboarding

Best for onboarding individual devices one at a time. Ideal when managing a few devices or during device evaluations. Policy-based management isn’t supported for devices registered this way.

• Onboard a New Voice Device with a PIN (Registration Code) - Quick and simple way to register a single new voice device into Poly Lens using a PIN/Registration code.
• Onboard a New Video Device with a QR Code - Quick and simple way to register a single new video device into Poly Lens using a QR/PIN code.
• Onboard a Video Device Already In-Use with PIN/Registration Key - If you have an existing Poly video device that you would like to register with Poly Lens.
• PIN/QR Code for Voice Devices - To register a voice device one at a time into Poly Lens, working with the device system web interface.
• PIN/QR Code for Video Devices - To register a video device one at a time into Poly Lens, working with the device system web interface.
• PIN for PC-Based Room System Devices - To onboard a PC-Based Room and all connected peripherals using the PIN onboarding method.

Personal USB Devices

To manage personal devices through Poly Lens, you need either the Poly Lens Desktop app or Poly Lens Mobile app. Once the appropriate Poly Lens app is installed on a user's computer or mobile phone and successfully connected to the correct Poly Lens account, the attached personal devices (headsets, cameras, video/sound bars, etc.) will be onboarded to Lens. There are several ways to onboard personal devices.

• Directory Integration - Allows an admin to automatically onboard Device Users and their associated devices, based on the login domain they used to access the Poly Lens Desktop app.
• Email Invite to use Poly Lens Desktop - Send a simple email invite to download a Poly Lens app and get Personal USB devices connected to Poly Lens.
• Personal USB Device - Loginless - IT Admins can configure the Loginless option to allow a personal device user a Loginless deployment option.