Polycom Contact Directory

[Karl Stallknecht]

Hi All,

 

I've been trying to get our Polycom phones to use a directory XML via Advanced Provisioner, and it's simply not working. Has anyone had success setting this up or getting the directory in Polycoms to work in any way other than manually entering each contact onto the phone?

 

 

[esoare]

@Marie 

Quote

Thanks FASTDEVICE!  We had to use this today as we found that the Feature Code, Directed Extension Pickup *87, is not working where it was in the past.
Note:  We use Polycom VVX phones with hosted 2600Hz PBX.  We also use our own provisioning server for custom additions; background logos, Company Directories and user saved settings etc.

Here's what we configured and successfully tested.

Added line buttons via Advanced Provisioner>Device>Feature Keys.  (entered line Label, Address extension number and used Normal Type.  Ex  Jon Doe 1001, 1001, Normal)

You mentioned the above in another post. I believe the part about "Company Directories" would be of interest to @Karl Stallknecht. 

 

Could you add some info concerning the Directories with Provisioning? 

Thanks!

esoare

[Karl Stallknecht]

On 10/31/2019 at 9:28 PM, esoare said:

@Marie 

You mentioned the above in another post. I believe the part about "Company Directories" would be of interest to @Karl Stallknecht. 

 

Could you add some info concerning the Directories with Provisioning? 

Thanks!

esoare

Thanks for this, but I've noticed the last time she logged on was more than a year ago. 

 

I found this information regarding the setup of directories, but so far this has not worked for me. 

https://community.polycom.com/t5/VoIP-SIP-Phones/FAQ-How-can-I-create-a-local-directory-or-what-is-the/td-p/8216

Maybe this can be of help to someone else.

[Karl Stallknecht]

I was able to get the directory working.

 

First, you need an XML with all of the contact info as per the link in my previous post. I'll paste an Excel file with a script that I found which can make these for you. Once the file is created, rename the file from "xxxxxxxxxxxx-directory.xml" to "000000000000-directory.xml"

https://community.polycom.com/t5/VoIP-SIP-Phones/Create-a-directory-XML-from-Excel/td-p/75143

 

Second, you upload the file to somewhere the phone can pull the file from, an FTP server or the like.

 

Third, you set the url path of the file without the filename onto the "Custom Contact Directory URL" field in Device Settings within Monster. I'll paste an example below.

If your URL is as follows,

cfg.files.com/client-name/000000000000-directory.xml

Then this is what you'll paste onto that field,

cfg.files.com/client-name/

 

 

 

Edited November 11, 2019 by Karl Stallknecht (see edit history)

[esoare]

2 hours ago, Karl Stallknecht said:

I was able to get the directory working.

 

First, you need an XML with all of the contact info as per the link in my previous post. I'll paste an Excel file with a script that I found which can make these for you. Once the file is created, rename the file from "xxxxxxxxxxxx-directory.xml" to "000000000000-directory.xml"

https://community.polycom.com/t5/VoIP-SIP-Phones/Create-a-directory-XML-from-Excel/td-p/75143

 

Second, you upload the file to somewhere the phone can pull the file from, an FTP server or the like.

 

Third, you set the url path of the file without the filename onto the "Custom Contact Directory URL" field in Device Settings within Monster. I'll paste an example below.

If your URL is as follows,

cfg.files.com/client-name/000000000000-directory.xml

Then this is what you'll paste onto that field,

cfg.files.com/client-name/

 

 

 

@Karl Stallknecht You could also have different directories right? 

cfg.files.com/client-name/staff/

cfg.files.com/client-name/vendors/

cfg.files.com/client-name/clients/

etc...

I do that with a client, and I even have an "All" section. 

PM'ed you a link to see if the web directory could work for Polycom's. It works slick for Yealinks!

esoare

[Guest David]

On 11/11/2019 at 1:11 PM, Karl Stallknecht said:

I was able to get the directory working.

 

First, you need an XML with all of the contact info as per the link in my previous post. I'll paste an Excel file with a script that I found which can make these for you. Once the file is created, rename the file from "xxxxxxxxxxxx-directory.xml" to "000000000000-directory.xml"

https://community.polycom.com/t5/VoIP-SIP-Phones/Create-a-directory-XML-from-Excel/td-p/75143

 

Second, you upload the file to somewhere the phone can pull the file from, an FTP server or the like.

 

Third, you set the url path of the file without the filename onto the "Custom Contact Directory URL" field in Device Settings within Monster. I'll paste an example below.

If your URL is as follows,

cfg.files.com/client-name/000000000000-directory.xml

Then this is what you'll paste onto that field,

cfg.files.com/client-name/

 

 

 

Polycom also has this perl script as well, it's a little clunky but easy to tidy up / enhance: https://community.polycom.com/t5/Polycom-Endpoints-Forum/SCRIPT-Automatic-000000000000-directory-xml-from-a-CSV-File/m-p/7806

(You may need to register to their community to access that link, iirc)

[Karl Stallknecht]

1 minute ago, David said:

Polycom also has this perl script as well, it's a little clunky but easy to tidy up / enhance: https://community.polycom.com/t5/Polycom-Endpoints-Forum/SCRIPT-Automatic-000000000000-directory-xml-from-a-CSV-File/m-p/7806

(You may need to register to their community to access that link, iirc)

Awesome, thanks!!

[esoare]

@Karl Stallknecht 

I was giving this a go with a test vvx-410. 

Thanks for the write up by the way!! 

But when testing this out, it places the contacts from the Directory as Buttons on the phone...seems unusual to me... 

I have uploaded the test .xml that I used... 

Can you provide any clarity as to:  a) that is normal / b) that's odd!

Thanks!

esoare

p.s. @Dhruv Use this excel Macro to create the directory. Follow @Karl Stallknecht post above to create the directory properly. 

 

000000000000-directory.xml directory_generator.xlsm

[Karl Stallknecht]

1 hour ago, esoare said:

But when testing this out, it places the contacts from the Directory as Buttons on the phone...seems unusual to me... 

I have uploaded the test .xml that I used... 

Can you provide any clarity as to:  a) that is normal / b) that's odd!

 

Easy fix! As per the information from the Polycom forums, there are a variety of fields you can enable/disable:

https://community.polycom.com/t5/VoIP-SIP-Phones/FAQ-How-can-I-create-a-local-directory-or-what-is-the/td-p/8216

 

The one I think you're referring to is sd (speed dial) which adds them to the home screen. You have to set a value for this (it can't just be 0 for disabled) so we just delete this tag from our XML files completely and then it goes away on the home screen.

[esoare]

On 9/14/2020 at 9:02 PM, Karl Stallknecht said:

 

Easy fix! As per the information from the Polycom forums, there are a variety of fields you can enable/disable:

https://community.polycom.com/t5/VoIP-SIP-Phones/FAQ-How-can-I-create-a-local-directory-or-what-is-the/td-p/8216

 

The one I think you're referring to is sd (speed dial) which adds them to the home screen. You have to set a value for this (it can't just be 0 for disabled) so we just delete this tag from our XML files completely and then it goes away on the home screen.

You were right @Karl Stallknecht! 

I went ahead and edited the Macro in the Excel file (just commented out the stuff with sd) and the file it created had 0 mentions of 'sd', so you don't have to edit the xml file manually. 

Thanks for helping out and sharing your knowledge! 

esoare

directory_generator-edited removed sd.xlsm

[Karl Stallknecht]

5 minutes ago, esoare said:

You were right @Karl Stallknecht! 

I went ahead and edited the Macro in the Excel file (just commented out the stuff with sd) and the file it created had 0 mentions of 'sd', so you don't have to edit the xml file manually. 

Thanks for helping out and sharing your knowledge! 

esoare

directory_generator-edited removed sd.xlsm 23.05 kB · 0 downloads

 

Cool 🙂  My pleasure!

[Dhruv]

Hi Guys,

Is there a way to add the favorite key index for the directory on a yealink phone? I know we can do it on Polycom VVX. Is there any way we can do it on Yealink phones?

Thanks
Dhruv