Setting Up the Polycom Trio as a Zoom Rooms Controller Follow

Overview

The Polycom Trio is a device for the conference room that, when attached to a Zoom Room, can operate as a combination of a speakerphone and a controller. Zoom and Polycom have partnered to provide this combined solution by embedding the Zoom Rooms controller software within the Polycom Trio firmware. The Polycom Trio is available either as part of a Polycom Trio for Zoom Rooms Kit or as a standalone device. 

Learn how to use the Polycom Trio as a controller once configured.

This article covers:

Prerequisites

  • Zoom Rooms Polycom Trio UC Software 5.7.1 or later
  • Zoom Rooms license
  • Computer with Zoom Rooms for Mac or Windows installed
  • Conference room camera
  • One or more TV displays
  • 1 PoE cable
  • (Optional) 1 USB cable or USB over Cat5e extender
  • Account Owner, Admin, or Role with edit access to Zoom Rooms

Setting up your Polycom Trio

Note: For more information on configuring your Polycom Trio with Zoom Rooms, see the guide from Polycom.

Pre-configured Polycom Trio

If you purchased a Polycom Trio for Zoom Rooms kit with Zoom pre-configured or the Trio is displaying the Zoom Room Controller pairing interface as shown below, follow these steps:

  1. To enhance security, change the default administrator password (456) on your Polycom Trio
    system to a non-default password.
  2. Ensure that the Polycom Trio system is configured with a valid time server and the correct time
    zone.
  3. Set the Polycom Trio system Base Profile to Zoom Rooms.
  4. Pair the Polycom Trio with Zoom Rooms.
    Pairing screen on a Polycom Trio:
    Pairing_Code.png

Manual Configuration

If you purchased a standalone Polycom Trio or using an existing Polycom Trio, you need to first provision the Trio with one of these methods:

  • Using the Polycom Resource Manager, Polycom Device Management or Polycom Web Configuration Utility
  • Using the Zoom Provisioning Server on the Polycom Device
    1. Factory reset the Polycom Trio.
    2. Update the Trio provisioning server to trio.zoom.us.
      This can be done on the device or web interface:
      • On the device, select Settings > Advanced > Admin Settings > Network Configuration > Provisioning Server.
      • On the web interface, select Settings > Provisioning Server.
      Note: The server type should be set to HTTPS.
    3. Wait for provisioning to complete (approximately 5 to 10 minutes). The Polycom Trio will reboot once or twice, and load the new firmware. The pairing screen will appear. 
      Note: The Trio will automatically check the provisioning server for updates.

Setting Up your Zoom Room

  1. Sign in to the Zoom web portal.
  2. Navigate to Zoom Rooms.
  3. Click Add Room.
  4. Configure the Room Settings.
    • Room Name: Enter a name help identify the room.
    • Calendar (Optional): If you’ve already linked a calendar service, choose the calendar for this room. You can also choose the calendar at a later time.
    • Room Type: Select Zoom Room.
  5. Click Finish.

Setting up the Room Hardware

  1. Connect the room display to the Zoom Rooms computer via HDMI or Thunderbolt.
  2. Connect the Ethernet cable to the network port on the computer.
  3. Connect your camera to a USB port on the computer.
  4. Connect another Ethernet cable to the Polycom Trio. The Polycom Trio receives power over Ethernet and will boot up automatically once connected.
  5. Connect the Polycom Trio to the Zoom Rooms computer via one of the methods below:
    • Connect the micro USB port to a USB port on the computer.
      Note: The other USB port (type A port) is used for firmware updates only.
    • Install the Poly Virtual USB Connector for Zoom Rooms software. For details, visit the Polycom Trio support page.
  6. Turn on your computer.
  7. Make note of the pairing code shown on the display and enter the code on the Polycom Trio.
  8. Sign in to your Zoom Room or enter the activation code.

Updating your Polycom Trio

If you purchased a Polycom Trio kit and would like to update that device, enter the provisioning server on the Trio’s web portal (https://<IP address of the Trio>). You can locate the IP address of the Polycom Trio on the Trio, within Zoom, under Settings > About. After completing this once, the device will auto update in the future.

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