Pair the Edge using a USB flash drive

AI-generated summary

Genesys Cloud enables Edge device pairing through USB flash drive deployment, supporting Edge Standard v3/v2, Edge Mini v2/v1, and Edge Micro models. The USB flash drive shipped with Edge devices is 64GB formatted in exFAT, though compatible alternatives must be at least 8GB and formatted in FAT32 or exFAT. The pairing process requires Telephony > Plugin > All permissions and involves selecting a site location, choosing between private Genesys Cloud encryption certificates or publicly signed certificates, and configuring network settings for DHCP or static IP addresses (IPv4/IPv6). China-specific encryption certificate options are available for locations under Chinese jurisdiction, requiring TCP port 945 access instead of the standard port 943 for public certificate authorities. The verification code feature provides additional Man-in-the-Middle (MITM) attack protection during pairing. When using USB flash drive pairing, the verification code is written to a text file on the drive, and users must enter the last 10 digits when prompted. The pairing procedure requires entering the Edge name and pairing ID (located on the Setup Quick Reference Guide sticker), provisioning the Edge through the Genesys Cloud interface, and optionally configuring proxy settings through the Edit Network Settings option. Edge initialization requires up to 10 minutes after powering on. Edge provisioning requires configuring network connectivity and deploying a provisioning package via USB flash drive. Network configuration supports both DHCP and static IP address assignments through the IPV4 or IPV6 tab, with optional HTTP proxy server configuration via hostname, FQDN, IP address, and port number entry. The provisioning package is generated as a .zip file named after the pairing ID and must be copied—without extraction—to a USB flash drive. After the Edge system boots, the USB flash drive is inserted into the designated USB port (distinct from the iLO Service Port on Edge Standard v3) to initiate automatic provisioning, which may require several minutes to complete. Upon completion, a verification code is generated in a verification_code.txt file on the USB flash drive; the last 10 digits of this code must be copied and entered into the verification prompt on the Edge system. Once verified and the Ready to Configure prompt appears, users click Configure Edge to complete pairing with Genesys Cloud and proceed to model-specific configuration procedures.

PrerequisitesClick to expand

You can pair the Edge with the Genesys Cloud cloud-based software using a USB flash drive. The USB pairing option is available for the Edge Standard v3 / v2, Edge Mini v2 / v1, and Edge Micro. (These Edges ship with a USB flash drive and an external LCD included in the box. Using the external LCD for the pairing process is optional.)

The USB pairing option is not available for the Genesys Cloud Edge Standard v1.

Note: The USB flash drive that ships with the Edge is 64GB and, for compatibility, is formatted with the exFAT file system. However, you can use your own USB flash drive if it is at least 8GB and formatted with FAT32 or exFAT.

Encryption certificate options

The pairing process allows you to choose a private Genesys Cloud encryption certificate or a publicly signed encryption certificate. The pairing process also supports China-specific encryption. Use China-specific encryption for locations under the jurisdiction of Chinese law.

Note: For the public certificate authority option, open TCP port 943 from the Edge IP on your firewall.

Information for sites located in ChinaClick to expand

Pair an Edge using a USB flash drive

Press the power switch on the Edge.
Wait up to 10 minutes for the unit to initialize.
From a computer on your network, open a web browser and log in to Genesys Cloud.
Click Admin.
Under Telephony, click Edges.
Click Menu > Digital and Telephony > Telephony > Edges.
Click Provision New Edge.

In the Provision New Edge screen, enter a name for the Edge in the Edge Name field.

Enter the Edge pairing ID into the Edge Pairing ID field. Your pairing ID appears on a sticker attached to the Setup Quick Reference Guide instruction sheet. To locate this information, look for the Pairing ID serial number printed below the bar code.
Note: The Managed By option is unavailable in most situations.

Click Provision Edge.
When you see the Create the Provisioning Package screen, use the Site drop-down to select the site location for the Edge.

Choose a Certificate Authority. (Use Genesys Cloud unless you contracted with a third-party certificate authority.)
Click the Use verification code to provision this Edge check box.

Verification Code - Learn moreClick to expand

The Verification Code feature is designed to provide an extra level of protection against a Man in the Middle (MITM) attack during the pairing process. While MITM detection is built into the network stack on every Edge, Genesys Cloud recommends that you enable and use the verification code. This step ensures an added level of protection.

When pairing the Edge using a USB Flash Drive, the actual verification code is written to a text file and saved on the drive. Later in the pairing procedure, Genesys Cloud prompts you to enter the last 10 digits of the verification code. You then open the text file and copy/paste the appropriate digits in the text box.

If you are using an LCD along with a USB Flash Drive, the Edge displays a verification code on the LCD. Later in the pairing procedure, Genesys Cloud prompts you to enter the last 10 digits of the verification code. You can then just type the appropriate digits in the text box.

Click Edit Network Settings to specify your network configuration or to set up a proxy configuration.

Network Settings - Learn moreClick to expand

Using the tabs in Edit Network Settings, you can specify DHCP or static IP addresses for IPV4 or IPV6. If your network uses a proxy server, you can configure an HTTP proxy connection.

The IPV4 or IPV6 tab

If you are using DHCP on your network:
- Click DHCP.
- Click Continue.
If you are using static IP addresses on your network:
- Click Static.
- Enter your network information in the appropriate boxes.
- Click Continue.

The HTTP Proxy tab

If your network uses a proxy server:

Select the Use proxy check box.
Enter a hostname, FQDN, or IP address in the Proxy Address box.
Enter a port number in the Port box.
Click Continue.

Click Create Package. A screen appears to inform you that your Edge is connecting to Genesys Cloud and prompts you to verify your settings.
When the provisioning package is ready, plug the USB flash drive into the USB port on your PC.
Locate the provisioning package, which is saved as a .zip file and named after the pairing ID, in the Downloads folder on your PC.
Note: If you download multiple copies of the file, remove the appended number at the end of the file to revert to the original file name. For example, change 123.zip(2) back to the original 123.zip.
Copy the provisioning package .zip file from your PC drive onto the USB flash drive. Do NOT extract the .zip file!
Eject the USB flash drive from your PC.
Plug the USB flash drive into the USB port on the Edge after the system is up and running.
Note: On the Edge Standard v3, the iLO Service Port and the USB 3.0 port are right next to each other. Make sure that you plug the USB flash drive into the correct port. (The USB port is on the right and the iLO port is on the left.) See Genesys Cloud Edge Standard v3 Product Information Sheet.
Wait for the Edge to locate the provisioning package and apply the settings.
Note: Edge provisioning completes automatically, but the process can take several minutes.
When the Enter Verification Code prompt appears, remove the USB flash drive from your Edge and plug it back into the PC.
Launch Notepad and open the verification_code.txt file on USB flash drive.
Copy the last 10 digits of the verification code and then paste them into the text box.
Click Confirm Code and wait for the system to verify the code.
When the Ready to Configure prompt appears, click Configure Edge.