Crestron Flex Unified Communications
Solutions
Product Manual
Crestron Electronics, Inc.
Page 1: ...Crestron Flex Unified Communications Solutions Product Manual Crestron Electronics Inc ...
Page 2: ...on Crestron Toolbox XiO Cloud and Smart Graphics are either trademarks or registered trademarks of Crestron Electronics Inc in the United States and or other countries HDMI and the HDMI logo are either trademarks or registered trademarks of HDMI Licensing LLC in the United States and or other countries Huddly IQ is either a trademark or registered trademark of Huddly AS in the United States and or...
Page 3: ... 16 Pre Deployment Checklist 17 Initial Setup 18 Software Updates for Microsoft Teams 18 Crestron Settings App 19 Switching from Microsoft Teams Rooms to Zoom Rooms 29 Zoom Rooms Systems 39 Minimum Requirements 39 Pre Deployment Checklist 39 Initial Setup 40 Software Updates for Zoom Rooms 40 Crestron Settings App 40 Switching from Zoom Rooms to Microsoft Teams Rooms 49 Use Custom Controls on a Zo...
Page 4: ...on l Microsoft Teams Rooms l MM30 Series Huddle Space Small Meeting Room Up to 5 l Microsoft Teams Rooms l Zoom Rooms software l MM30 Series l MMX30 Series l B30 Series l BX30 Series Medium Meeting Room Up to 15 l Microsoft Teams Rooms l Zoom Rooms software l Open platform UC applications l M50 Series l MX50 Series Large Meeting Room Up to 30 l Microsoft Teams Rooms l Zoom Rooms software l Open pl...
Page 5: ...ls l Crestron technology l Basic networking l Basic AV l Crestron Remote Control l XiO Cloud service Platform Administrators The administrator should have the following knowledge and skills For Microsoft Teams Rooms Solutions l Skype for Business Application l Skype for Business Server l Microsoft Exchange on premises l Microsoft Teams application l Microsoft 365 cloud services l Windows 10 operat...
Page 6: ... that connects to the user s computer for sharing content with meeting attendees l Associated cabling and a power supply for the UC Engine Control Device A control device operates the conference system controls Crestron Flex solutions typically use the following control devices l Crestron Mercury tabletop conference device l Crestron Mercury X tabletop conference device l Mini Tabletop conference ...
Page 7: ...restron Flex Tabletop Conference System NOTE The extension microphone pod can only connect to a Crestron Mercury or Crestron Mercury X tabletop conference device UC Presentation Transmitter The UC Presentation Transmitter provides the BYOD functionality by switching to the connected laptop s UC platform and returning to the native Microsoft Teams Rooms or Zoom Rooms platform when disconnected NOTE...
Page 8: ...ncing software and control device NOTE These scenarios show a typical hardware arrangement in a small medium or large room Hardware combinations may differ based on the selected Crestron Flex Scenario 1 l Conference room size Small l Conferencing software Microsoft Teams rooms or Zoom rooms l Control device Mini Tabletop conference device ...
Page 9: ...Product Manual Doc 9132A 6 Scenario 2 l Conference room size Medium or Large l Conferencing software Microsoft Teams rooms or Zoom rooms l Control device Crestron Mercury or Crestron Mercury X ...
Page 10: ...7 Product Manual Doc 9132A Scenario 3 l Conference room size Medium or Large l Conferencing software Open platform UC applications l Control device Crestron Mercury or Crestron Mercury X ...
Page 11: ...Product Manual Doc 9132A 8 Scenario 4 l Conference room size Small or Custom l Conferencing software Microsoft Teams rooms or Zoom rooms l Control device Wall mount or surface mount touch screen ...
Page 12: ...nual Doc 9132A Scenario 5 l Conference room size Mobile l Conferencing software Microsoft Teams rooms Zoom rooms or Open platform UC applications l Control device Touch screen Crestron Mercury or Crestron Mercury X ...
Page 13: ...pace Desktop Huddle Space Small Meeting Room l UC MM30 TA l UC MM30 TA I _ _ Huddle Space Small Meeting Room l UC MM30 T l UC MM30 T I l UC MM30 T L l UC MM30 T L I l UC MMX30 T l UC MMX30 T I l UC MMX30 T L l UC MMX30 T L I l UC B30 T l UC B30 T L l UC BX30 T l UC B30 T WM l UC B30 T L WM l UC BX30 T WM l UC B160 T l UC MM30 Z l UC MM30 Z I l UC MM30 Z L l UC MM30 Z L I l UC MMX30 Z l UC MMX30 Z ...
Page 14: ...X50 U Large Meeting Room l UC M70 T l UC M70 T L l UC MX70 T l UC MX70 T L l UC M70 Z l UC M70 Z L l UC MX70 Z l UC MX70 Z L l UC M70 U l UC M70 UA l UC MX70 U Custom Meeting Room l UC C160 T l UC C100 T l UC C100 T L l UC C100 T WM l UC C100 T L WM l UC CX100 T l UC CX100 T L l UC CX100 T WM l UC CX100 T L WM l UC C160 Z l UC C100 Z l UC C100 Z L l UC C100 Z WM l UC C100 Z L WM l UC CX100 Z l UC ...
Page 15: ...ron Flex solutions listed below follow the respective link to the Quick Start guide for instructions Space Crestron Flex Solutions Quick Start Guide Private Space Desktop Huddle Space Small Meeting Room l UC MM30 TA l UC MM30 TA I Quick Start UC MM30 TA and UC MM30 TA I ...
Page 16: ... T L I l UC MMX30 Z l UC MMX30 Z I l UC MMX30 Z L l UC MMX30 Z L I Quick Start Quick Start UC MMX30 Z I and UC MMX30 Z L I l UC B30 T l UC B30 T L Quick Start UC B30 T and UC B30 T L l UC B30 Z l UC B30 Z L Quick Start UC B30 Z and UC B30 Z L l UC BX30 T Quick Start UC BX30 T l UC BX30 Z Quick Start UC BX30 Z l UC B30 T WM l UC B30 T L WM Quick Start UC B30 T WM and UC B30 T L WM l UC B30 Z WM l U...
Page 17: ...T L Quick Start UC MX50 T and UC MX50 T L l UC MX50 Z l UC MX50 Z L Quick Start UC MX50 Z and UC MX50 Z L l UC MX50 U Quick Start UC MX50 U Large Meeting Room l UC M70 T l UC M70 T L Quick Start UC M70 T and UC M70 T L l UC M70 Z l UC M70 Z L Quick Start UC M70 Z and UC M70 Z L l UC M70 U Quick Start UC M70 U l UC M70 UA Quick Start UC M70 UA l UC MX70 T l UC MX70 T L Quick Start UC MX70 T and UC ...
Page 18: ...d UC C100 T L WM l UC C100 Z WM l UC C100 Z L WM Quick Start UC C100 Z WM and UC C100 Z L WM l UC CX100 T l UC CX100 T L Quick Start UC CX100 T and UC CX100 T L l UC CX100 Z l UC CX100 Z L Quick Start UC CX100 Z and UC CX100 Z L l UC CX100 T WM l UC CX100 T L WM Quick Start UC CX100 T WM and UC CX100 T L WM l UC CX100 Z WM l UC CX100 Z L WM Quick Start UC CX100 Z WM and UC CX100 Z L WM Mobile l UC...
Page 19: ... Administrator account l A Microsoft Teams or Skype for Business software account l An environment running Microsoft Exchange Server software 2013 SP1 or later for an on premises installation or Microsoft 365 software for Cloud for scheduling and or Skype for Business 2015 on premises installation or Microsoft 365 software for Cloud l Microsoft 365 administrator access to create resource accounts ...
Page 20: ...s for Microsoft Teams Rooms visit Configure accounts for Microsoft Teams Rooms Confirm Connection Points Two 2 Gigabit LAN Ports Ensure the installation space has two available gigabit LAN ports connected to the same VLAN on the same network Configure Network Server Configure your network to provide an IP address using DHCP The UC ENGINE and tabletop device communicate over a VLAN network connecti...
Page 21: ...naging Microsoft Teams Rooms systems refer to Microsoft s documentation Software Updates for Microsoft Teams Software updates for Microsoft Teams Rooms systems and associated control devices Crestron Mercury devices or touch screens are performed through the UC Engine s Windows Update service NOTE For information on managing Windows updates refer to Manage Windows Updates The Microsoft Teams Rooms...
Page 22: ...sing the Crestron Settings app If a USB port is not available temporarily disconnect the system s camera To open the Crestron Settings App click Crestron folder Crestron Settings The Crestron Settings app opens NOTE When opening the Crestron Settings app for the first time you must agree to the CRESTRON UNIFIED COMMUNICATIONS SOFTWARE LICENSE AGREEMENT Click I Agree to continue to the Crestron Set...
Page 23: ...ice Versions to view the firmware versions of the connected system devices Click Done to exit the Crestron Settings app The Windows desktop is displayed USB Camera Click USB Camera to display the USB Camera menu Use the USB Camera menu to adjust the zoom tilt and pan recall preset settings store preset settings and control the Genius Framing feature available for specific cameras ...
Page 24: ... zoom l Click Pan I or H to adjust the pan l Click Tilt K or J to adjust the camera tilt l Click Defaults to return the camera to its default settings Save a Preset Tilt pan and zoom settings can be saved for recall later To save a preset setting 1 Click one of the four available Camera Presets locations on the right side of the display 2 Adjust the tilt pan and zoom as described in Adjust Tilt Pa...
Page 25: ...ice Content Input Click Content Input to display information about the HDMI content input Content Input Smart Graphics Crestron Flex can use custom controls as part of a Crestron control system Click Smart Graphics to display the Smart Graphics menu Microsoft Teams Rooms systems with a Crestron Mercury conference system or a touch screen use the Smart Graphics menu to upload a touch screen project...
Page 26: ...control device immediately or wait up to 20 minutes for the control button to display on the control device IP Table Click IP Table to display the IP Table menu Configure the IP table to allow Crestron Flex to be used as part of a Crestron control system An IP table is a lookup table used by Crestron Ethernet devices to map between IP IDs and IP addresses Use the IP Table menu to enable and config...
Page 27: ...select the system s IP ID as specified in the control system s program NOTE The IP ID must match the IP ID specified for the system in the control system s program b Enter the IP address or hostname in the IP Address Hostname field c If using a port other than 41794 for communications with the control system enter it in the Port 41794 field NOTE This field is optional If left blank the default por...
Page 28: ...IP table can be allowed to control the system Set the Allow multiple IP Table entries setting to Off to allow only one control system on the IP table Crestron SSL The system can use SSL technology when connecting to a Crestron control system To configure the system to use SSL for control system communications 1 Set the Use SSL for control system connections setting to Enabled 2 If certificate auth...
Page 29: ...ort Log Files Click Export Log Files to package and export all the log files including all Crestron logs and system event logs onto external storage Upload Log Files Click Upload Log Files to package and upload all the log files to a Crestron server for delivery to Crestron support personnel NOTE Internet access is required for uploading Enhanced Logging Enable the enhanced logging feature only if...
Page 30: ...Flex solutions that support dual displays can switch from the Microsoft Teams Rooms application to the Zoom Rooms application NOTE This functionality is supported by the ASUS UC engine only For more details on switching applications refer to Switching from Microsoft Teams Rooms to Zoom Rooms on page 29 Soundbar Firmware Mode Selection for systems with UC SB1 CAM FLEX only Crestron Flex with a UC S...
Page 31: ...played 3 Click and then click Sign Out The Administrator login screen is displayed 4 Click Skype 5 Click Sign in The Microsoft Teams Rooms application will start NOTE If a camera was disconnected from the UC Engine to use a keyboard disconnect the keyboard and connect the camera to the UC Engine ...
Page 32: ...dual display systems cannot switch from the Microsoft Teams Rooms to the Zoom Rooms application For example if the Crestron Settings app does not show the Change to Zoom button the system does not support the mode switch function o If the XiO Cloud service manages the UC Engine changes made in the Crestron Settings app will revert to the settings established by the XiO Cloud service o Crestron rec...
Page 33: ...Engine to switch 2 Click the Settings tab XiO Cloud UC Engine Settings tab 3 Click Applications NOTE Some dual display systems cannot switch between the Microsoft Teams Rooms and the Zoom Rooms application If the Settings tab does not contain an Applications menu the system does not support the mode switch function 4 Click the checkbox next to Application Mode to have the XiO Cloud service manage ...
Page 34: ...31 Product Manual Doc 9132A 5 Select Zoom Rooms from the Application Mode drop down list XiO Cloud UC Engine Settings tab Zoom Rooms selected 6 Click Save Changes The device will reboot ...
Page 35: ...established by the XiO Cloud service 1 Use a web browser to display the DEVICE screen of the Crestron Mercury device s configuration pages For more information refer to the CCS UC 1 Product Manual Doc 7844 Web browser Crestron Mercury Device Device menu Applications 2 Select Zoom Rooms from the Application Mode drop down list Web browser Crestron Mercury Device Device menu Applications Zoom Rooms ...
Page 36: ...settings made from the device 1 Log in to the XiO Cloud service and select the Crestron Mercury device to switch 2 Click the Settings tab 3 Click Applications XiO Cloud Crestron Mercury Device Settings tab Applications 4 Click the checkbox next to Application Mode to have the XiO Cloud service manage the device ...
Page 37: ...vice s Zoom Room settings o Enable Zoom Room Controller Auto Update to have the Crestron Mercury device automatically download updates as they are published o Adjust the Zoom Ultrasonic Volume setting for use with the Zoom Rooms direct sharing feature For more information refer to Direct sharing in Zoom Rooms 8 Click Save Changes On Touch Screens Use one of the following methods to change the touc...
Page 38: ...lications settings of the touch screen s configuration pages For more information refer to the TSW 560 TSW 760 TSW 1060 Supplemental Guide Doc 7927 TSW 570 TSW 770 and TSW 1070 Product Manual Doc 8550 and TS 770 and TS 1070 Product Manual Doc 8555 Web browser Touch Screen Device Settings tab Applications 2 Select Zoom Rooms from the Application Mode drop down list Web browser Touch Screen Device S...
Page 39: ...cally flips to the user project after the Flip Back Time duration elapses Press the home button second hard key from top right on the touch screen to flip back to the Zoom Rooms application o Flip To Mode The screen automatically flips to the Zoom Rooms application after the time out duration elapses Press the home button on the touch screen to flip back to the user project d Set Flip Back Time to...
Page 40: ...any settings made from the device 1 Log in to the XiO Cloud service and select the touch screen device to switch 2 Click the Settings tab 3 Click Applications XiO Cloud Touch Screen Device Settings tab Applications 4 Click the checkbox next to Application Mode to have the XiO Cloud service manage the device ...
Page 41: ...tion o Disabled Automatic flip behavior is disabled o Flip To Project The screen automatically flips to the user project after the Flip Back Time duration elapses Press the home button second hard key from top right on the touch screen to flip back to the Zoom Rooms application o Flip To Mode The screen automatically flips to the Zoom Rooms application after the time out duration elapses Press the...
Page 42: ...on how to configure accounts for Zoom Rooms visit Setup Configuration on the Zoom Rooms Help Center Confirm Connection Points Two 2 Gigabit LAN Ports Ensure the installation space has two available gigabit LAN ports connected to the same VLAN on the same network Configure Network Server Configure your network to provide an IP address using DHCP Crestron Flex for Zoom Rooms does not require tableto...
Page 43: ...gh the UC Engine s Windows Update service while Zoom Rooms software and the control devices Crestron Mercury devices or touch screens receive updates from the Zoom portal Crestron Settings App After setting up Zoom Rooms use the Crestron Settings app for further configuration A USB keyboard and mouse are required to use the Crestron Settings app NOTE If a USB port is not available temporarily disc...
Page 44: ...Windows desktop is displayed Windows Desktop 4 Click Crestron folder Crestron Settings The Crestron Settings app opens NOTE When opening the Crestron Settings app for the first time you must agree to the CRESTRON UNIFIED COMMUNICATIONS SOFTWARE LICENSE AGREEMENT Click I Agree to continue to the Crestron Settings app Crestron Settings App ...
Page 45: ...ice Versions to view the firmware versions of the connected system devices Click Done to exit the Crestron Settings app The Windows desktop is displayed USB Camera Click USB Camera to display the USB Camera menu Use the USB Camera menu to adjust the zoom tilt and pan recall preset settings store preset settings and control the Genius Framing feature available for specific cameras ...
Page 46: ... zoom l Click Pan I or H to adjust the pan l Click Tilt K or J to adjust the camera tilt l Click Defaults to return the camera to its default settings Save a Preset Tilt pan and zoom settings can be saved for recall later To save a preset setting 1 Click one of the four available Camera Presets locations on the right side of the display 2 Adjust the tilt pan and zoom as described in Adjust Tilt Pa...
Page 47: ...n be controlled by the XiO Cloud service if the UC Engine is registered with the service Content Input Click Content Input to display information about the HDMI content input Content Input IP Table Click IP Table to display the IP Table menu Configure the IP table to allow Crestron Flex to be used as part of a Crestron control system An IP table is a lookup table used by Crestron Ethernet devices ...
Page 48: ...tion refer to the TSW 560 TSW 760 TSW 1060 Supplemental Guide Doc 7927 TSW 570 TSW 770 and TSW 1070 Product Manual Doc 8550 and TS 770 and TS 1070 Product Manual Doc 8555 IP Table IP Table Entries Entries in an IP table identify the control system s that can control Crestron Flex Entries can be added updated or removed ...
Page 49: ...ck Remove Other IP Table Functions Set the Automatically discover and respond to other Crestron devices setting to Off to hide the system from being discovered by other devices during Autodiscovery Multiple control systems listed on the IP table can be allowed to control the system Set the Allow multiple IP Table entries setting to Off to allow only one control system on the IP table Crestron SSL ...
Page 50: ... Log Files Click Export Log Files to package and export all the log files including all Crestron logs and system event logs onto external storage Upload Log Files Click Upload Log Files to package and upload all the log files to a Crestron server for delivery to Crestron support personnel NOTE Internet access is required for uploading Enhanced Logging Enable the enhanced logging feature only if in...
Page 51: ...Crestron Fusion software help file UC ENGINE Application Mode Many Crestron Flex solutions that support dual displays can switch from the Zoom Rooms application to the Microsoft Teams Rooms NOTE This functionality is supported by the ASUS UC engine only For more details on switching applications refer to Switching from Zoom Rooms to Microsoft Teams Rooms on the next page Soundbar Firmware Mode Sel...
Page 52: ...UC Engine to use a keyboard disconnect the keyboard and connect the camera to the UC Engine Switching from Zoom Rooms to Microsoft Teams Rooms NOTE This functionality is supported by the ASUS UC engine only Minimum Firmware Requirements l UC Engine 1 00 16 715b l TSW 1060 touch screen 2 006 0063 001 l TS 1070 touch screen 1 001 0014 001 l UC 2 Mini Tabletop conference device 1 0 1 59 l CCS UC 1 T ...
Page 53: ...e XiO Cloud service manages the UC Engine changes made in the Crestron Settings app will revert to the settings established by the XiO Cloud service o Crestron recommends using a keyboard and mouse connected to the UC Engine when using the Crestron Settings app If a USB port is not available temporarily disconnect the system s camera 1 Open the Crestron Settings app as described in Crestron Settin...
Page 54: ...Engine to switch 2 Click the Settings tab XiO Cloud UC Engine Settings tab 3 Click Applications NOTE Some dual display systems cannot switch between the Zoom Rooms and the Microsoft Teams Rooms application If the Settings tab does not contain an Applications menu the system does not support the mode switch function 4 Click the checkbox next to Application Mode to have the XiO Cloud service manage ...
Page 55: ...Product Manual Doc 9132A 52 5 Select Teams Video from the Application Mode drop down list XiO Cloud UC Engine Settings tab Teams Video selected 6 Click Save Changes The device will reboot ...
Page 56: ...hange the Control Device s Application Mode Set the control device s Application Mode to Teams Video On Crestron Mercury Conference Systems Use one of the following methods to change the Mercury conference system s application mode ...
Page 57: ...se a web browser to display the DEVICE screen of the Crestron Mercury device s configuration pages For more information refer to the CCS UC 1 Product Manual Doc 7844 Web browser Crestron Mercury Device Device menu Applications 2 Select Teams Video from the Application Mode drop down list Web browser Crestron Mercury Device Device menu Applications Teams Video selected 3 Click Save Changes The devi...
Page 58: ...lled The ADPT USB ENET is available for converting a Zoom Rooms system to a Microsoft Teams Rooms system using a direct Ethernet connection between the control device and the UC Engine The ADPT USB ENET can also be used by those who would like to upgrade an existing Microsoft Teams Rooms system to support a direct Ethernet connection between the control device and the UC Engine 5 Enter the followi...
Page 59: ...Product Manual Doc 9132A 56 7 Configure the system as described in Configuration on page 16 ...
Page 60: ...de any settings made from the device 1 Log in to the XiO Cloud service and select the Crestron Mercury device to switch 2 Click the Settings tab 3 Click Applications XiO Cloud Crestron Mercury Device Settings tab 4 Click the checkbox next to Application Mode to have the XiO Cloud service manage the device ...
Page 61: ... IP address or hostname of the UC Engine NOTE The hostname is printed on a label affixed to the UC Engine mounted on the UC bracket assembly o Teams Video PC Port By default port number 49500 is used If a different port number has been configured on the UC Engine enter that port number instead o Teams Video Username Enter the login username for the UC Engine the default is admin o Teams Video Pass...
Page 62: ...plemental Guide Doc 7927 TSW 570 TSW 770 and TSW 1070 Product Manual Doc 8550 and TS 770 and TS 1070 Product Manual Doc 8555 Web browser Touch Screen Device Settings tab Applications 2 Select Teams Video from the Application Mode drop down list Web browser Touch Screen Device Settings tab Applications Teams Video selected 3 Click Save Changes The device will reboot 4 If the touch screen is directl...
Page 63: ...eams Video PC Port By default port number 49500 is used If a different port number has been configured on the UC Engine enter that port number instead o Teams Video Username Enter the login username for the UC Engine the default is admin o Teams Video Password Enter the login password for the UC Engine T the default is sfb Web browser Touch Screen Device Settings tab Applications 6 Click Save Chan...
Page 64: ...erride any settings made from the device 1 Log in to the XiO Cloud service and select the touch screen device to switch 2 Click the Settings tab 3 Click Applications XiO Cloud Touch Screen Device Settings tab 4 Click the checkbox next to Application Mode to have the XiO Cloud service manage the device ...
Page 65: ...r hostname of the UC Engine o NOTE The hostname is printed on a label affixed to the UC Engine mounted on the UC bracket assembly o Teams Video PC Port By default port number 49500 is used If a different port number has been configured on the UC Engine enter that port number instead o Teams Video Username Enter the login username for the UC Engine the default is admin o Teams Video Password Enter ...
Page 66: ...the device and navigate to Settings Applications Web browser Touch Screen Device Settings tab Applications 3 Set Zoom Room Page Flip to Enabled 4 Set Time Out Control to the automatic flip behavior for the Zoom Rooms application l Disabled Automatic flip behavior is disabled l Flip To Project The screen automatically flips to the user project after the Flip Back Time duration elapses Press the hom...
Page 67: ...n as described in the TSW 560 TSW 760 TSW 1060 Supplemental Guide Doc 7927 TSW 570 TSW 770 and TSW 1070 Product Manual Doc 8550 and TS 770 and TS 1070 Product Manual Doc 8555 Crestron Control for Zoom Rooms Software Provides a program that can be loaded to a Crestron control system to enable custom programming and control for the Zoom Rooms controller application Compatible with all Crestron Flex ...
Page 68: ...ess and serial number that are labeled on the shipping box or the device The MAC address and serial number are required to add the device to the XiO Cloud service NOTE If the device has multiple MAC addresses use the MAC address that is providing the primary connection back to the network For most devices the Ethernet MAC address should be used However if your device is connecting to the network o...
Page 69: ...Operation l For instructions on using a Microsoft Teams Rooms solution visit Getting Started with a Microsoft Teams Rooms Solution l For instructions on using a Zoom Rooms solution visit Getting started with a Zoom Rooms Solution ...
Page 70: ...are is an annual subscription service that provides 24 7 live technical support an extended five year warranty on Crestron hardware expedited advance replacements and a discounted rate for on site support for M MM B or R series conference systems For more information visit UC FLEXCARE l Online training courses for successful deployment of the Crestron Flex solutions are available on Crestron Techn...
Page 71: ...Crestron Electronics Inc 15 Volvo Drive Rockleigh NJ 07647 Tel 888 CRESTRON Fax 201 767 7656 www crestron com Product Manual Doc 9132A 10 05 21 Specifications subject to change without notice ...
