Microsoft Teams® Rooms Systems (2023)

Minimum Requirements

The following is required to set up a Microsoft Teams Rooms Platform Administrator account.

  • A Microsoft Teams or Skype for Business software account
  • 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)
  • Microsoft 365 administrator access to create resource accounts and assign licenses. For more information on required licenses, see the Online Licensing.
  • For more information on deploying Microsoft Teams Rooms systems, visit Microsoft Teams deployment overview.

Pre-Deployment Checklist

Complete the following tasks to ensure successful deployment of your Crestron® Flex conference room solution.

Task Requirement Notes
Verify Accounts/Configure Solution Microsoft Teams Rooms account credentials
Account credentials are required to log in to Microsoft Teams Rooms. When purchasing a Crestron Flex for use with Microsoft Teams Rooms, the Microsoft Teams desktop client is preinstalled on the UC-ENGINE.

For guidelines on how to configure accounts 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 VLANnetwork connection and require access to the Internet. Port 49500 is used by default.

NOTE: Microsoft Teams Rooms may not be configured with a static IP address upon initial startup.

Run the Microsoft Network Assessment Tool to confirm that your network is properly configured. For more information, visit Evaluate my environment.

Establish Network Communications Open the required TCP and UDP ports. Open TCP ports 80 and 443 and UDP ports 3478 through 3481. The TCP ports are used to connect to Microsoft’s Online Services, such as SharePoint™ Online, Exchange Online, and the Teams Chat services.

For more information, visit Prepare your network.

For more information, visit Online Help (OLH) Answer ID: 1000357, Crestron Flex Teams, and Zoom Room Systems.

Initial Setup

  1. Connect and start the system as described in your system’s Quick Start guide.

  2. Follow the on-screen prompts as displayed on the control device to complete the setup. For detailed instructions on planning, deploying, and managing 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 application is updated from the Windows Store.

Control device firmware provided by the Windows Update service may be an earlier version than firmware available on the Crestron website. Control devices running higher firmware versions than that contained in the Windows Update package will be downgraded to the firmware contained in the Windows Update package.

Microsoft Teams Rooms systems can be managed with Microsoft Intune® software. For more information, visit Managing Teams Meeting Rooms with Intune.

Crestron Settings App

After setting up Microsoft Teams Rooms, use the Crestron Settings app for further configuration.

NOTE: 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.

To open the Crestron Settings App, click Microsoft Teams® Rooms Systems (1) > 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
Microsoft Teams® Rooms Systems (2)

System

Use the System menu to view firmware versions of connected system devices and the firmware packages stored on the UC Engine.

System
Microsoft Teams® Rooms Systems (3)

Click Query Device 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).

USB Camera
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Adjust Tilt, Pan, or Zoom

The tilt, pan, and zoom on a connected camera can be remotely adjusted from the USB Camera screen.

NOTE: Tilt, pan, and zoom settings may not work with all cameras.

To make an adjustment, select a preset and adjust as necessary.

  • Click Zoom I or H to adjust the amount of zoom.

  • Click Pan I or H to adjust the pan.

  • Click Tilt K or J to adjust the camera tilt.

  • 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, Pan, or Zoom.

  3. Click Save To Preset to save the settings.

Recall a Preset

Click a Preset on the right side to recall a preset.

Genius Framing (systems with a CCS-CAM-USB-F-400 or UC-SB1-CAM-FLEX)

Crestron Flex solutions that use a CCS-CAM-USB-F-400 Huddly IQ™ Collaboration Camera or a UC-SB1-CAM-FLEX UC Video Conference Smart Soundbar & Camera can use the camera’s built-in Genius Framing feature. Genius Framing automatically detects and frames people in the camera’s field of view.

By the default, Genius Framing is set to ON. Set the switch to OFF to disable Genius Framing.

NOTE: Genius Framing can 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
Microsoft Teams® Rooms Systems (5)

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 with custom controls as part of a Crestron control system. Touch screen projects are loaded to the system from a connected USB drive.

NOTE: A touch screen project can also be remotely uploaded to the system by tools such as Crestron Toolbox™ software or the XiO Cloud service. For more information, refer to the Crestron Toolbox help file and the XiO Cloud Service User Guide (Doc. 8214).

Smart Graphics™
Microsoft Teams® Rooms Systems (6)

To upload a touch screen project on a Microsoft Teams Rooms system:

  1. Connect a USB drive containing the project to a USB port on the UC engine.

  2. Click Load New.

  3. Navigate to the location of the project file and click Open. The project loads to the system.

    NOTE: When loading a project for the first time, you can either reboot the UC engine to load the project to the 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 configure the system for communication with a Crestron control system.

NOTE: A Crestron Flex’s IP table can also be configured by Crestron Toolbox software. For more information, refer to the Crestron Toolbox help file.

IP Table
Microsoft Teams® Rooms Systems (7)

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.

  • Add an Entry

    1. From the IP ID drop-down list, 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.

    2. Enter the IP address or hostname in the IP Address/Hostname field.
    3. 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 port (41794) is used.

    4. Click Add.
  • Modify an Entry

    1. Click an entry in the IP table.

    2. Select the new IP ID, address or hostname, and port.
    3. Click Update Selected.
  • Remove an Entry

    1. Click an entry in the IP table.
    2. Click 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 auto-discovery.

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

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 authentication is used, set the Certificate Authentication setting to On.

  3. Enter the login credentials in the Username and Password fields.

Diagnostics

Click Diagnostics to display the Diagnostics menu.
Use the Diagnostics menu to view and manage system logs.

Diagnostics
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View Logs

When troubleshooting, different logs can be viewed. First, select the desired log file from the View and Manage System Logs drop-down list to view a specific log type. Then, click Refresh to view the latest log data.

Windows Event Viewer

Click Launch Event Viewer to open the Windows event viewer that shows system and application logs.

Export 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 instructed by Crestron support for advanced troubleshooting. The enhanced logs are collected during the normal export process. Turn off enhanced logging when troubleshooting is finished.

Advanced

Click Advanced to display the Advanced menu.
Use the Advanced menu to configure the system with MyCrestron and Crestron Fusion software in the Cloud, to switch the UC Engine application mode, or to make the Soundbar firmware mode selection (UC-SB1-CAM-FLEX only).

Advanced
Microsoft Teams® Rooms Systems (9)

Cloud URL

Enter the URL of the Crestron Fusion server. Upon completion, the system should be brought into Crestron Fusion software as a processor. For more information, refer to the Crestron Fusion software help file.

UC-ENGINEApplication Mode

Many Crestron 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 ASUSUCengine only.

For more details on switching applications, refer to Switching from Microsoft Teams Rooms to Zoom Rooms.

Soundbar Firmware Mode Selection (for systems with UC-SB1-CAM-FLEX only)

Crestron Flex with a UC-SB1-CAM-FLEX UC Video Conference Smart Soundbar can be used with firmware that provides superior sound quality or higher volume output.

If a soundbar is connected to the system, click a firmware version to install it.

Return to the Conference System

After all changes have been made, the system should be returned to regular operation. To return to regular operation:

  1. Click Done to return to the Windows desktop.

  2. Click Microsoft Teams® Rooms Systems (10). A menu is displayed.

  3. Click Microsoft Teams® Rooms Systems (11), 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.

Switching from Microsoft Teams Rooms to Zoom Rooms

Minimum Firmware Requirements

  • UC Engine: 1.00.16.715b

  • TSW-1060 touch screen: 2.006.0063.001

  • TS-1070 touch screen: 1.001.0014.001

  • UC-2 Mini Tabletop conference device: 1.0.1.59

  • CCS-UC-1-T-V Crestron Mercury Tabletop UC Video Conference Console: 1.4906.00015.001

  • CCS-UC-1-X Crestron Mercury X Tabletop Console: 1.4160.00050.001

Change UC Engine Settings

Use one of the following methods to change the UCEngine settings:

  • Crestron Settings App

    NOTES:

    • Some 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.
    • 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.
    • 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 Settings App.

    2. Click Advanced.

    3. Click Change to Zoom and click Ok to confirm. The system will reboot.

  • XiO Cloud Service

    NOTE: Changes made from the XiO Cloud service will override any settings made from the Crestron Settings app.

    1. Log in to the XiO Cloud service and select the UC Engine to switch.

    2. Click the Settings tab.

      XiO Cloud, UC Engine, Settings tab
      Microsoft Teams® Rooms Systems (12)

    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 the device.

    5. Select Zoom Rooms from the Application Mode drop-down list.

      XiO Cloud, UC Engine, Settings tab, Zoom Rooms selected
      Microsoft Teams® Rooms Systems (13)

    6. Click Save Changes. The device will reboot.

Change the Control Device’s Application Mode

Set the control device’s Application Mode to Zoom Rooms.

On Crestron Mercury Conference Systems

Use one of the following methods to change the Mercury conference system’s application mode.

  • XiO Cloud Service

    NOTE: Changes made from the XiO Cloud service will override 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, Applications
      Microsoft Teams® Rooms Systems (16)

    4. Click the checkbox next to Application Mode to have the XiO Cloud service manage the device.

    5. Select Zoom Rooms from the Application Mode drop-down list.

      XiO Cloud, Crestron Mercury Device, Settings tab, Applications, Zoom Rooms selected
      Microsoft Teams® Rooms Systems (17)

    6. Click Save Changes. The device will reboot.

    7. Set the device’s Zoom Room settings.

      • Enable Zoom Room Controller Auto Update to have the Crestron Mercury device automatically download updates as they are published.

      • 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 touch screen’s application mode.

  • Web Browser

    NOTE: If the touch screen is managed by the XiO Cloud service, any changes made in the web browser will revert to the settings established by the XiO Cloud service.

    1. Use a web browser to display the Applications 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
      Microsoft Teams® Rooms Systems (18)

    2. Select Zoom Rooms from the Application Mode drop-down list.

      Web browser, Touch Screen Device, Settings tab, Applications, Zoom Rooms selected
      Microsoft Teams® Rooms Systems (19)

    3. If the touch screen is to flip between Zoom Rooms and a custom touch panel project, configure the page flip operation below.

      1. Use a web browser to display the Applications settings of the touch screen’s configuration pages.

      2. Set Zoom Room Page Flip to Enabled.

      3. Set Time Out Control to the automatic flip behavior for the Zoom Rooms application.

        • Disabled: Automatic flip behavior is disabled.
        • 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.
        • 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.
      4. Set Flip Back Time to a time (1 to 100 minutes) before the automatic flip behavior occurs.
    4. Click Save Changes. The device will reboot.

      NOTE: The touch screen automatically updates the Zoom Rooms application weekly. If an update is needed sooner, click Actions, and then click App Upgrade.

  • XiO Cloud Service

    NOTE: Changes made from the XiO Cloud service will override 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
      Microsoft Teams® Rooms Systems (20)

    4. Click the checkbox next to Application Mode to have the XiO Cloud service manage the device.

    5. Select Zoom Rooms from the Application Mode drop-down list.

      XiO Cloud, Touch Screen Device, Settings tab, Applications, Zoom Rooms selected
      Microsoft Teams® Rooms Systems (21)

    6. If the touch screen is to flip between Zoom Rooms and a custom touch panel project, configure page flip operation.

      1. Set Zoom Room Page Flip to Enabled.

      2. Set Time Out Control to the automatic flip behavior for the Zoom Rooms application.

        • Disabled: Automatic flip behavior is disabled.
        • 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.
        • 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.
      3. Set Flip Back Time to a time (1 to 100 minutes) before the automatic flip behavior occurs.
    7. Click Save Changes. The device will reboot.

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