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Crestron Flex Product Manual

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Crestron Flex Unified Communications
Solutions
Product Manual
Crestron Electronics, Inc.

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Summary of Contents for Crestron Flex

  • Page 1 Crestron Flex Unified Communications Solutions Product Manual Crestron Electronics, Inc.
  • Page 2 Crestron, the Crestron logo, Crestron Fusion, 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.

  • Page 3: Table Of Contents

    Software Updates for Zoom Rooms Crestron Settings App Switching from Zoom Rooms to Microsoft Teams Rooms Use Custom Controls on a Zoom Rooms System Crestron Control for Zoom Rooms Software Crestron XiO Cloud Service Operation Resources Product Manual — Doc. 9132A...

  • Page 4: Overview

    Overview Crestron Flex UC provides a superior conferencing and collaboration experience for executive offices, huddle spaces, and meeting rooms of any size. For more information on installation, visit www.crestron.com/flex. These solutions are categorized based on the room size and conferencing software, as detailed...

  • Page 5: Intended Audience

    Intended Audience This manual provides instructions and other technical resources to installers and platform administrators for setting up the Crestron Flex UC conference solutions. Installers The installer should have the following knowledge and skills: Crestron® technology Basic networking Basic AV Crestron Remote Control XiO Cloud®...

  • Page 6: System Hardware

    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: Crestron Mercury® tabletop conference device Crestron Mercury X tabletop conference device...

  • Page 7: Soundbar

    This device brings the BYOD functionality by enabling high-definition video presentations from all types of BYOD sources. NOTE: The HDMI over CATx Receiver is required only for Crestron Flex kits using a Crestron Mercury X Tabletop Conference device for open-platform UC applications. Product Manual — Doc. 9132A...

  • Page 8: Applications

    Applications The following application scenarios for Crestron Flex are based on the conference room size, conferencing 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.
  • Page 9 Scenario 2 Conference room size: Medium or Large Conferencing software: Microsoft Teams rooms or Zoom rooms Control device: Crestron Mercury or Crestron Mercury X Product Manual — Doc. 9132A • 6...
  • Page 10 Scenario 3 Conference room size: Medium or Large Conferencing software: Open-platform UC applications Control device: Crestron Mercury or Crestron Mercury X 7 • Product Manual — Doc. 9132A...
  • Page 11 Scenario 4 Conference room size: Small or Custom Conferencing software: Microsoft Teams rooms or Zoom rooms Control device: Wall mount or surface mount touch screen Product Manual — Doc. 9132A • 8...
  • Page 12 Scenario 5 Conference room size: Mobile Conferencing software: Microsoft Teams rooms, Zoom rooms, or Open-platform UC applications Control device: Touch screen, Crestron Mercury, or Crestron Mercury X 9 • Product Manual — Doc. 9132A...

  • Page 13: Specifications

    Specifications Each of the Crestron Flex solutions listed below is hyperlinked to its respective product page and product specifications. Crestron Flex Solutions Crestron Flex Solutions Crestron Flex Solutions Space for Microsoft Teams for Open-Platform UC for Zoom Rooms Rooms Applications ...
  • Page 14 Crestron Flex Solutions Crestron Flex Solutions Crestron Flex Solutions Space for Microsoft Teams for Open-Platform UC for Zoom Rooms Rooms Applications  Medium Meeting Room UC-M50-T UC-M50-Z UC-M50-UA UC-M50-T-L UC-M50-Z-L UC-M50-U UC-MX50-T UC-MX50-Z UC-MX50-U UC-MX50-T-L UC-MX50-Z-L Large Meeting Room UC-M70-T UC-M70-Z...

  • Page 15: Installation

    Installation To install any of the Crestron Flex solutions listed below, follow the respective link to the Quick Start guide for instructions. Space Crestron Flex Solutions Quick Start Guide Private UC-MM30-TA Space/Desktop/Huddle Quick Start: UC-MM30-TA and UC-MM30- UC-MM30-TA-I Space/Small Meeting...
  • Page 16 Space Crestron Flex Solutions Quick Start Guide Huddle Space/Small UC-MM30-T Meeting Room UC-MM30-T-I Quick Start: UC-MM30-T(-I) and UC- MM30-T-L(-I) UC-MM30-T-L UC-MM30-T-L-I UC-MM30-Z UC-MM30-Z-I Quick Start: UC-MM30-Z(-I) and UC- MM30-Z-L(-I) UC-MM30-Z-L UC-MM30-Z-L-I UC-MMX30-T UC-MMX30-T-I Quick Start: UC-MMX30-T(-I) and UC- MMX30-T-L(-I) UC-MMX30-T-L...
  • Page 17 Space Crestron Flex Solutions Quick Start Guide Medium Meeting Room UC-M50-T Quick Start: UC-M50-T and UC-M50-T-L UC-M50-T-L UC-M50-Z Quick Start: UC-M50-Z and UC-M50-Z-L UC-M50-Z-L UC-M50-UA Quick Start: UC-M50-UA UC-M50-U Quick Start: UC-M50-U UC-MX50-T Quick Start: UC-MX50-T and UC-MX50-T- UC-MX50-T-L UC-MX50-Z...
  • Page 18 Space Crestron Flex Solutions Quick Start Guide Custom Meeting Room UC-C160-T Quick Start: UC-C160-T UC-C160-Z Quick Start: UC-C160-Z UC-C100-T Quick Start: UC-C100-T and UC-C100-T-L UC-C100-T-L UC-C100-Z Quick Start: UC-C100-Z and UC-C100-Z-L UC-C100-Z-L UC-C100-T-WM Quick Start: UC-C100-T-WM and UC- C100-T-L-WM UC-C100-T-L-WM...

  • Page 19: Configuration

    Configuration You can set up your Crestron Flex based on the preinstalled conferencing software. Open-platform UC Applications System (Refer to the system’s quick start guide) Microsoft Teams® Rooms Systems (below) Zoom Rooms™ Systems (on page 39) Microsoft Teams® Rooms Systems Minimum Requirements The following is required to set up a Microsoft Teams Rooms Platform Administrator account.

  • Page 20: Pre-Deployment Checklist

    Pre-Deployment Checklist Complete the following tasks to ensure successful deployment of your Crestron® Flex conference room solution. Task Requirement Notes Verify Accounts/Configure Microsoft Teams Rooms Account credentials are required Solution account credentials to log in to Microsoft Teams Rooms. When purchasing a...

  • Page 21: Initial Setup

    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.

  • Page 22: Crestron Settings App

    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 > Crestron folder > Crestron Settings. The Crestron Settings app opens.
  • Page 23 UC Engine. System 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.
  • Page 24 USB Camera 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.
  • Page 25 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.
  • Page 26 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.
  • Page 27 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. Add an Entry a. From the IP ID drop-down list, select the system’s IP ID as specified in the control system’s program.
  • Page 28 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.
  • Page 29 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.
  • Page 30 (UC-SB1-CAM-FLEX only). Advanced 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.
  • Page 31 1. Click Done to return to the Windows desktop. 2. Click . A menu is displayed. 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: Switching From Microsoft Teams Rooms To Zoom Rooms

    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.
  • Page 33 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.
  • Page 34 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. 31 • Product Manual — Doc. 9132A...
  • Page 35 If the XiO Cloud service manages the Crestron Mercury device, 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 DEVICE screen of the Crestron Mercury device’s configuration pages. For more information, refer to the CCS-UC-1 Product Manual (Doc.
  • Page 36 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.
  • Page 37 5. Select Zoom Rooms from the Application Mode drop-down list. XiO Cloud, Crestron Mercury Device, Settings tab, Applications, Zoom Rooms selected 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.
  • Page 38 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.
  • Page 39 3. If the touch screen is to flip between Zoom Rooms and a custom touch panel project, configure the page flip operation below. a. Use a web browser to display the Applications settings of the touch screen’s configuration pages. b. Set Zoom Room Page Flip to Enabled. c.
  • Page 40 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.
  • Page 41 5. Select Zoom Rooms from the Application Mode drop-down list. XiO Cloud, Touch Screen Device, Settings tab, Applications, Zoom Rooms selected 6. If the touch screen is to flip between Zoom Rooms and a custom touch panel project, configure page flip operation. a.

  • Page 42: Zoom Rooms™ Systems

    A Zoom Rooms account or activation code is required to set up a Zoom Rooms system. Zoom Room administrator access is required to create and modify Zoom rooms. Pre-Deployment Checklist Complete the following tasks to ensure successful deployment of your Crestron® Flex conference room solution. TASK...

  • Page 43: Initial Setup

    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.
  • Page 44 > 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.
  • Page 45 UC Engine. System 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.
  • Page 46 USB Camera 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 adjust the tilt, pan, or zoom, select a preset and adjust as necessary. Click Zoom I or H to adjust the zoom.
  • Page 47 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.
  • Page 48 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. 45 • Product Manual — Doc. 9132A...
  • Page 49 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 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.
  • Page 50 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.
  • Page 51 (UC-SB1-CAM-FLEX only). Advanced 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.

  • Page 52: Switching From Zoom Rooms To Microsoft Teams Rooms

    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 System: 1.4906.00015.001 CCS-UC-1-X Crestron Mercury X Tabletop Conference System: 1.4160.00050.001 Change UC Engine Settings Use one of the following methods to change the UC Engine settings: 49 •...
  • Page 53 Change to Teams 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.
  • Page 54 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.
  • Page 55 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. Product Manual — Doc. 9132A • 52...
  • Page 56 Change 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. 53 • Product Manual — Doc. 9132A...
  • Page 57 If the XiO Cloud service manages the Crestron Mercury device, 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 DEVICE screen of the Crestron Mercury device’s configuration pages. For more information, refer to the CCS-UC-1 Product Manual (Doc.
  • Page 58 4. If the Crestron Mercury device is using a direct Ethernet connection to the UC Engine, continue to Configuration (on page 16). Otherwise, log in to the Crestron Mercury device and navigate to DEVICE > Applications. Certain Crestron Flex running Microsoft Teams Rooms can use a direct Ethernet...
  • Page 59 7. Configure the system as described in Configuration (on page 16). Product Manual — Doc. 9132A • 56...
  • Page 60 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.
  • Page 61 XiO Cloud, Crestron Mercury Device, Settings tab, Applications, Teams Video selected 6. Click Save Changes. The device will reboot. 7. If the Crestron Mercury device is using a direct Ethernet connection to the UC Engine, continue to step 10. Otherwise, Click Applications.
  • Page 62 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.
  • Page 63 5. Enter the following information in the appropriate fields. Teams Video PC Address: Enter the 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). Teams Video PC Port: By default, port number 49500 is used.
  • Page 64 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.

  • Page 65: Use Custom Controls On A Zoom Rooms System

    5. Select Teams Video from the Application Mode drop-down list. XiO Cloud, Touch Screen Device, Settings tab, Teams Video selected 6. Click Save Changes. The device will reboot. 7. If the touch screen is directly connected to the UC Engine through a PWE-4803-RU, continue to step 10.
  • Page 66 NOTE: Zoom Rooms systems with a Crestron Mercury Tabletop UC Video Conference cannot use a touch screen project for customized room control. Use a web browser to configure the touch screen. For more information, refer to the TSW-560/TSW-760/TSW-1060 Supplemental Guide (Doc.

  • Page 67: Crestron Control For Zoom Rooms Software

    (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 for Zoom Rooms solutions. For more information, visit...

  • Page 68: Crestron Xio Cloud Service

    XiO Cloud® service allows supported devices across an enterprise to be managed and configured from one central and secure location in the cloud. Supported Crestron® devices are configured to connect to the service out of the box. Use of the service requires a registered XiO Cloud account. To register for an XiO Cloud account, refer to www.crestron.com/Support/Tools/Licensing-Registration/XiO-Cloud-Registration-...

  • Page 69: Operation

    Operation For instructions on using a Microsoft Teams Rooms solution, visit Getting Started with a Microsoft Teams Rooms Solution. For instructions on using a Zoom Rooms solution, visit Getting started with a Zoom Rooms Solution. Product Manual — Doc. 9132A •...

  • Page 70: Resources

    Crestron True Blue Support page. Crestron Flex Care 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.
  • Page 71 Product Manual — Doc. 9132A Crestron Electronics, Inc. 15 Volvo Drive, Rockleigh, NJ 07647 10/05/21 Tel: 888.CRESTRON Specifications subject to Fax: 201.767.7656 change without notice. www.crestron.com...

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