Polycom & Microsoft Lync Click to Conference (C2C)


Last Updated on March 27, 2012 by GrahamWalsh

The details below are taken from the Polycom RMX Release Notes.

Click to Conference

The Office Communications Server and Lync Server clients can be configured to start multipoint audio and video conferences directly from the Office Communications
Client or Lync Client window that will run on the RMX MCU in the same way point-to-point calls are started. In this mode, several contacts are selected and then you
select to start an audio or video conference . The ad-hoc conference is started on the RMX instead of the Microsoft A/V MCU, offering better, higher quality video, many
video layouts and connection to many types of endpoints, via various networks (H.323, ISDN, PSTN and non-MS SIP).


  • Click-to-Conference mode is enabled by running the PolycomOCSConfigurator.exe utility that can be downloaded from the Polycom Support site here.
  • Click-to-Conference mode is supported with Microsoft Office Communications Server (Wave 13) and Lync Server (Wave 14).
  • An Ad-hoc conference is created on the RMX based on the default SIP Factory. Any changes to the conference Profile assigned to the SIP Factory will apply to the Ad-hoc conference.
  • The name of the conference that is running on th e RMX is derived from the default SIP Factory name and a sequential number in the format: 

default SIP Factory_nnn .

  • Click-to-Conference mode is su pported with HDX in wave 14 only
  • Point-to-point calls that were started on the Microsoft A/V MCU cannot be escalated to multipoint calls on the RMX.
  • IM sessions can be escalated to video calls.
  • Desktop sharing is supported in Click-to-Conference conference only with Office Communications Client.

Enabling the Click-to-Conference  Mode in the Microsoft Office Communications Server and Lync Server

Enabling the Click-to-Conference Mode in the Office Communications Server and Microsoft Lync Server requires the following processes:

Running the PolycomOCSConfigurator.exe to create the Configuration Files. This can be done either on any PC or direct ly on the Office Communications Server/ Lync server.

  • Running the Configuration files on the Office Communications Server /Lync server
  • Running the PolycomOCSConfigurator.exe to create the Configuration Files

The Polycom configurator utility can be downloaded to a workstation or Office Communications Server /Lync Server.

Downloading it the Lync Server directly provides one smooth process. If the utility is downloaded to a PC, you will have first to run the configurator utility on the PC to create the configuration files and then copy these files to the Lync server and run them there.

To create the configuration files:

  1. In the Polycom Support site, where you download the RMX version ( http://support.polycom.com/PolycomService/home/home.htm ), download the PolycomOCSConfigurator.exe utility to your local workstation or the Lync server.
  2. Double-click the PolycomOCSConfigurator.exe utility. The PolycomOCSConfigurator@ window opens.

The Enable option is selected by default. It indicates that any of the users that will be configured by this utility can start an Ad-hoc conference. When cleared, no user can start an Ad Hoc conference on the RMX and the Click-to-Conference feature is disabled.

The All option is automatically selected, indicating that all Office Communications Server/Lync Client users can start an Ad-hoc conference on the RMX.

3. Optional. To restrict the option to start an Ad Hoc conference to selected users, select the By User File option.

In such a case, you must create a n d upload a a text file named AllowedUsers.txt . This file contains the list of users that can start an Ad Hoc conference as defined in the Active Directory, in the format: user name,1 (or 0). 1 – means that the user can start an Ad hoc conference. Each us er must be listed on a separate line.

For example:

4. In the Route field, enter the FQDN name of the RMX where the conferences will be hosted, in the format [ RMX FQDN name ] .[ domain name ]. For example,

If Polycom configurator utility is run on the Office Communications Server or Lync Server and an incorrect FQDN was entered for the RMX, the system will not be able to resolve its name and the process will fail.

5. If you have selected the By User File option, the Users List Import field is enabled. Enter/select the path to the AllowedUsers.txt file.

6. In the Destination folder field, select the folder where the created configuration files will be stored.

7. Optional for Polycom Support. Select the Debug Mode option to create the files with additional diagnostic information.

8. Click the Start>> button.

The system informs you that configuration files are created and prompts you whether to install these files now, on the current computer (Yes) or to stop the installation procedure (No).

When Polycom configurator utility is run on the Office Communications Server or Lync Server and an incorrect FQDN was entered for the RMX, the system cannot resolve its name. In such a case, the process fails and an appropriate warning is displayed.

Running the Configuration Files on the Office Communications Server/Lync Server

9. If you have selected to create the config uration files on a PC and not on the Office Communications Server/Lync Server, select No to stop the installation process.

a. In such a case, copy the resulting files stored in the destination folder from the PC to the Office Communications Server/Lync Server.

b.  Double-click the Setup file. 
The Polycom OCS Configuration Setup W izard opens.
c.  Skip to step 11.

10. If the configuration files are created on the Office Communications Server/Lync server click Yes.

Now run through the installer application, selecting Next etc etc.

Checking the Installation on the Lync Server
1. On the computer running the Lync Server 2010, go to Start->All Programs->Microsoft Lync Server 2010>Server Application >Topology.

2. Ensure that the script  PLCM2C script is listed as  Enabled .

That is it.  When users now select multiple users from their Lync client, the call will be placed on the Polycom RMX MCU.


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