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Trademark Information POLYCOM® and the names and marks associated with Polycom's products are trademarks and/or service marks of Polycom, Inc., and are registered and/or common law marks in the United States and various other countries. All other trademarks are the property of their respective owners. Java is a registered trademark of Oracle and/or its affiliates. Patent Information The accompanying product may be protected by one or more U.S.
Contents 1 Polycom® CMA® System Overview . . . . . . . . . . . . . . . . . . . 1 Polycom CMA System Features and Capabilities . . . . . . . . . . . . . . . . . . . . . 1 Polycom CMA System Models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Minimum System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Working in the Polycom CMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Log Into the Polycom CMA System . . . .
Polycom CMA System Operations Guide Endpoint Management in Maximum Security Mode . . . . . . . . . . . . . . . . . . 19 Network Device Management in Maximum Security Mode . . . . . . . . . . . 20 Polycom RMX Systems in Secure Mode . . . . . . . . . . . . . . . . . . . . . 21 User Management in Maximum Security Mode . . . . . . . . . . . . . . . . . . . . . . Scheduler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Operator . . . . . . . . . . . . . . . . . . .
Contents Copy an Existing Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Edit a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Edit a Participant’s Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 View Scheduling Information for a Conference . . . . . . . . . . . . . . . . . . . . . . 59 6 Advanced Scheduling Operations . . . . . . . . . . . . . . . . . . .
Polycom CMA System Operations Guide Bundled Provisioning View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 Endpoint List in the Bundled Provisioning View . . . . . . . . . . . . . 95 Actions in the Bundled Provisioning View . . . . . . . . . . . . . . . . . . . 96 Automatic Provisioning View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96 Endpoint List in the Automatic Provisioning View . . . . . . . . . . . . 96 Actions in the Automatic Provisioning View .
Contents Provisioning of LifeSize Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164 Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164 10 Endpoint and Peripheral Management Operations . . . . . . 165 Endpoint Management Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165 View Device Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Polycom CMA System Operations Guide Clear the Status of Scheduled Provisioning . . . . . . . . . . . . . . . . . . . . . 189 Cancel a Scheduled Provisioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189 12 Endpoint Software Update Operations . . . . . . . . . . . . . . . 191 Automatic Software Update Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . 191 View Automatic Software Update Information . . . . . . . . . . . . . . . . . .
Contents Provisioning Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218 Software Update Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219 14 Network Device Management Overview . . . . . . . . . . . . . 221 Network Device Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221 Network Device Menu, Views, and Lists . . . . . . . . . . . . . . . . . . . . . . . . . . .
Polycom CMA System Operations Guide 17 MCU Bridge Device Details . . . . . . . . . . . . . . . . . . . . . . . 245 MCU H.320 Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245 MCU H.323 Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246 MCU Gateway Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247 MCU Resources—Polycom MGC Platform . . . . . . . . . . . . . . . .
Contents Assign Users Roles and Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272 View the List of User Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272 Add a User Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273 Edit Permissions for a User Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273 Delete a User Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Polycom CMA System Operations Guide Dashboard Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308 Dashboard Panes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308 System Administration Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317 22 Conference Setup Overview . . . . . . . . . . . . . . . . . . . . . . 321 Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Contents Change Area Association for Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353 Delete an Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353 26 Directory Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355 Directory Management Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355 Directory Management Supported Configurations . . . . . . . . . . . . . . . . . .
Polycom CMA System Operations Guide Assign Address Books to Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379 Viewing the Address Book a User is Assigned To . . . . . . . . . . . . . . . . . . . 380 Delete an Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 380 Change Address Book Priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 381 Set the Default Address Book . . . . . . . . . . . . . . . . . . . . . .
Contents Integrate with Microsoft Exchange Server for Calendaring Management . . 405 Associate Sites with Microsoft Exchange Servers . . . . . . . . . . . . . . . . 405 Assign Calendaring Settings to Provisioning Profiles . . . . . . . . . . . . 406 Provision the Exchange Mailbox for Calendaring Service-enabled Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Polycom CMA System Operations Guide 33 Polycom CMA System Redundancy . . . . . . . . . . . . . . . . . 431 Polycom CMA 5000 System Redundancy Overview . . . . . . . . . . . . . . . . . 431 How Redundancy Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 431 Redundant Configuration System Administration . . . . . . . . . . . . . . . 433 Implement a Redundant Polycom CMA 5000 System . . . . . . . . . . . . . . . . 434 Configure the External Database for Redundancy . . . . . . . .
Contents Control Remote Desktop Connections to the CMA System . . . . . . . . . . . 455 Automatic Registration Synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . 456 Set Common Passwords for Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . 457 Disable Common Password for Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . 457 Set Local Account Lockout and Timeout . . . . . . . . . . . . . . . . . . . . . . . . . . . 458 Set Local Password Requirements . . . . . .
Polycom CMA System Operations Guide Delete a Network Cloud . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 484 Dial Plan Service Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 485 Conference on Demand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 485 Simplified Dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 486 View the Services List . . . . . . . . . . . . . . . . . . . . . . . . .
Contents 37 Remote Alert Setup Operations . . . . . . . . . . . . . . . . . . . . 511 Set Up Remote Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 511 Set Up CMA System-generated E-mail Account . . . . . . . . . . . . . . . . . 512 Enable CMA System Remote Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . 512 Set CMA System Remote Alert Level Settings . . . . . . . . . . . . . . . . . . . 513 Set Endpoint Alert Level Settings . . . . . . . . . . . .
Polycom CMA System Operations Guide A System Security and Port Usage . . . . . . . . . . . . . . . . . . . . 537 Open Inbound Ports on the Polycom CMA System . . . . . . . . . . . . . . . . . . 537 Outbound Ports Used by the Polycom CMA System . . . . . . . . . . . . . . . . . 538 xx Polycom, Inc.
1 Polycom® CMA® System Overview This chapter provides an overview of the Polycom® Converged Management Application™ (CMA®) system and includes these topics: • Polycom CMA System Features and Capabilities • Polycom CMA System Models • Minimum System Requirements • Working in the Polycom CMA System Polycom CMA System Features and Capabilities The CMA system is an integrated scheduling and device management platform for video conferencing that can include these features: Polycom, Inc.
Polycom CMA System Operations Guide • Access to user and room directories for on-demand and scheduled calls. Directory services include: — Presence and contact list functionality for dynamically-managed endpoints. — Global Address Book for a single directory structure or Multiple Address Books for multiple managed directories. — H.350 and LDAP directory functionality. H.350 defines a directory services architecture for multimedia conferencing for H.323, H.320, SIP and generic protocols.
Polycom® CMA® System Overview services, such as Conference on Demand also requires an RMX or MGC system. Not all conferencing features are supported on all RMX system. For more information about supported functionality, see the Polycom RMX System Release Notes for your conferencing platform. Working in the Polycom CMA System This section includes some general information you should know when working in the CMA system.
Polycom CMA System Operations Guide To log into a CMA system 1 Open a browser window and in the Address field enter the CMA system IP address or host name. — If prompted to install the Adobe Flash Player, click OK. — If you receive an HTTPS Security Alert, click Yes. — If you see a login banner, click Accept to accept the terms and continue. If you cannot connect to the system, there may be certificate issues. 2 When the CMA system Log In screen appears, enter your Username and Password.
Polycom® CMA® System Overview However, if the CMA system is integrated with an Active Directory, the CMA system uses the LDAP search function for searches of the directory. LDAP searches are prefix-searches that include an appended wildcard. In this case, when you enter a search string, the system looks for that search string only at the beginning of the indexed fields.
Polycom CMA System Operations Guide To change your system password 1 Click Settings in the top-right corner of the page. 2 In the Settings dialog box, click Change Password. 3 Enter your Old Password. 4 Enter a New Password. 5 Confirm the new password and click OK. Log Out of the Polycom CMA System To log out of the CMA system Click Log Out in the top-right corner of the page.
Polycom® CMA® System Overview To restart or shut down a CMA system 1 2 (Optional) To stop future scheduled conferences from starting before you perform the restart or shutdown: a Go to Admin > Conference Settings. b Check the Conference Auto-Launch Disabled check box and click Update. c Go to Admin > Dashboard. d Monitor the Today’s Conferences section to determine when all active conferences are completed. Go to Admin > Dashboard and click Restart required.
Polycom CMA System Operations Guide 8 Polycom, Inc.
2 Polycom CMA System Configuration This chapter describes the configuration tasks that may be required, based on your system design and installation to complete your implementation of a Polycom® Converged Management Application™ (CMA®) system after First Time Setup.
Polycom CMA System Operations Guide The DNS should also have entries for your Active Directory server (if different from the DNS) and for the external database server being used by the CMA system. Note If you configure the DNS server to use two or more Active Directory servers, make sure that the servers have the same services available.
Polycom CMA System Configuration Configure Redundancy You can install the CMA 5000 system in a fault-tolerant, high-availability, redundant configuration. The CMA 4000 system is not available in a redundant configuration. A redundant CMA system configuration requires the installation of two CMA system servers on the same network. During First Time Setup, you are instructed to assign these two servers physical IP addresses.
Polycom CMA System Operations Guide Set Up Automatic Provisioning The CMA system automatic provisioning feature allows an administrator to configure one or more endpoints with the standard set of information the registering endpoints need to operate within the network. This eliminates the need to configure each endpoint individually.
Polycom CMA System Configuration Set Up Directory Services Directory services provide information about all users, endpoints, and resources on your video communication network. To set up CMA system directory services, complete the following tasks: 1 Register devices. On endpoints, you must set the gatekeeper and/or Global Directory Server (GDS) to point to the CMA system IP address or DNS name. We recommend using the IP address to prevent data inconsistencies.
Polycom CMA System Operations Guide Distribute Polycom Applications The CMA system allows you to download several Polycom applications for use in specific environments. This includes two scheduling plugins and two desktop video applications. These are: • Distribute Polycom CMA Desktop for Windows Systems • Distribute Polycom CMA Desktop for MAC OS Systems These are discussed in the following topics. Note • The Polycom RealPresence Desktop can be downloaded from the Polycom website at support.polycom.
Polycom CMA System Configuration To do this, copy and paste the IP address of the CMA system into an E-mail to be sent to users. Include usernames and passwords (as required) in the E-mail to users and instruct them to access the Downloads link. Option 3: Distribute the CMA Desktop client via a desktop management or group policy object Distribute the .
Polycom CMA System Operations Guide Option 2: Distribute the CMA Desktop Mac client via the management system You can provide users access to the CMA system, from which they can download the client. To do this, copy and paste the IP address of the CMA Desktop Mac system into an E-mail to be sent to users. Include usernames and passwords (as required) in the E-mail to users and instruct them to access the Downloads link. Option 3: Distribute the CMA Desktop Mac client via a .dmg file Send the .
3 Operating in Maximum Security Environments This chapter describes how the Polycom® Converged Management Application™ (CMA®) system operates when in Maximum Security mode.
Polycom CMA System Operations Guide • In maximum security, the CMA system does not include support for the following features: — Operation on the CMA 4000 platform or in a redundant system configuration — CMA system gatekeeper functionality — External databases — Legacy endpoints. Only HDX systems operating in dynamic management mode are supported.
Operating in Maximum Security Environments Endpoint Management in Maximum Security Mode Endpoint management functionality is available to users assigned the Device Administrator role. Users assigned the standard Administrator role may only monitor endpoints. The endpoint management workflow on a CMA system operating in maximum security mode changes in that it only supports HDX endpoints operating in dynamic management mode. The system changes made to support this workflow change include: Polycom, Inc.
Polycom CMA System Operations Guide Field Description ISDN Line Status Type Not available. ISDN Assignment Type How the ISDN type was assigned to the device. This always indicates Undefined. Device ISDN Type Not available. • The Call Info section of the Endpoint > Monitor View page does not change. • The Device Alerts section of the Endpoint > Monitor View page changes as follows: • Field Description Errors Device error message text always shows Gatekeeper Unregistered.
Operating in Maximum Security Environments Polycom RMX Systems in Secure Mode The CMA system automatically detects when a Polycom RMX system is operating in secure (HTTPS) mode. By default, in non-secure (HTTP) mode, the Polycom RMX system uses port 80 for its communications and in secure (HTTPS) mode, the Polycom RMX system uses port 443 for its communications.
Polycom CMA System Operations Guide When integrated with an enterprise directory, this local administrator can perform the following user management functions: • Integrate the CMA system with Active Directory. Note that when you integrate the CMA system with an Active Directory, all local users other than the default local administrator are removed from the system. • Edit a subset of enterprise user attributes, such as their role, area, or endpoint associations.
Operating in Maximum Security Environments • Administrators cannot assign users more than one role. The system change required to support this workflow change is: The user interface for assigning roles (Add/Edit User > Associated Roles) has changed to a radio button list from which you can assign only one role from a set of mutually exclusive, predefined options. • Via the Edit function, local administrators can now enable and disable local users rather than permanently deleting their user accounts.
Polycom CMA System Operations Guide Group Management in Maximum Security Mode Group management functionality is available to users assigned the Administrator role. The group management workflow on a CMA system operating in maximum security mode has not changed except that users cannot inherit roles from groups. When not integrated with an enterprise directory, local administrators can add local groups with local users.
Operating in Maximum Security Environments Operator The operator’s reporting functionality and workflow on a CMA system operating in maximum security mode has changed .
Polycom CMA System Operations Guide the auditor download and run a verification utility that performs a checksum operation to make certain that the downloaded audit log is complete and uncorrupted before the audit log is deleted from the CMA system. • Change the audit log Alert Level. The system change required to support this workflow change is: The Change Settings command is available from the list of ACTIONS.
Operating in Maximum Security Environments Field Description Unlock Machine Account Select this option to unlock machine accounts that become locked when they exceed the Failed login threshold. This will only happen when the password expires. User ID Enter a unique name for the machine account. As a best practice, name the machine account in a way that associates it with the corresponding device.
Polycom CMA System Operations Guide Admin Menu The Admin menu in maximum security mode changes in the following ways: • The Global Address Book, SNMP Settings, Gatekeeper Settings, and Alert Settings menu options and their associated functionality have been removed. • Removed gatekeeper functionality resulted in the following system changes: — The system cannot display bandwidth usage. Bandwidth usage for sites, subnets, or site limits is always 0. — Site exclusions cannot be enforced.
Operating in Maximum Security Environments Note Depending on the system settings, the scheduler may be allowed to change the Conference Password or Chairperson Password. However, the password length requirement still applies. Other than this requirement, the conference settings, conference password, and chairperson password workflow on a CMA system operating in maximum security mode have not changed.
Polycom CMA System Operations Guide • The System Time page does not include the Minutes Between Synchronization option when using an NTP server. • What was formerly titled the LDAP page is now titled the Enterprise Directory page. • On the Enterprise Directory page: — You must identify the enterprise directory by DNS Name. You cannot identify the enterprise directory server by IP address. — The Security Level defaults to StartTLS and cannot be modified.
Operating in Maximum Security Environments Session Management The Session Management page allows an administrator to change but not disable the following settings: Field Description CMA user interface timeout By default the CMA system user interface times out after 10 minutes of inactivity. Use this procedure to change the timeout value for the user interface inactivity timer. Possible value is 5 to 60 minutes. Maximum number of sessions per user The number of simultaneous login sessions per user ID.
Polycom CMA System Operations Guide Local User Account Management The Local User Account Management page allows an administrator to change but not disable the following local user account settings: Field Description Account Lockout Failed login threshold Specify how many consecutive login failures cause the system to lock an account. Possible value is 2 to 10. Failed login window (hours) Specify the time span within which the consecutive failures must occur in order to lock the account.
Operating in Maximum Security Environments Field Description Password Complexity Lowercase letters Specify the number of lowercase letters (a-z) that a password must contain. Possible value is 1 or 2. Uppercase letters Specify the number of uppercase letters (A-Z) that a password must contain. Possible value is 1 or 2. Numbers Specify the number of digit characters (0-9) that a password must contain. Possible value is 1 or 2.
Polycom CMA System Operations Guide To restore a system from a backup archive Restore the system to its factory default configuration. You will need the Restore to Factory Default DVD that shipped with the CMA system server. This DVD has the base image of the CMA system server software. 1 WARNING • This is a last resort, so never do this without being instructed to do so by PGS support. • This process will wipe out your system database and all other system data.
Operating in Maximum Security Environments If the CMA system detects an intrusion, it displays a system alert on the user interface. The alert text will indicate the type of intrusion detected, such as: • Port scan detected. See audit log for details. • DoS attack detected. See audit log for details. • Flood attack detected. See audit log for details.
Polycom CMA System Operations Guide CMA Configuration The CMA Configuration pane displays information about the configuration of the CMA system. For a CMA system operating in maximum security mode, configuration items are limited to Software Version, Hardware Version, Enterprise Directory, Database, Time Source, and Enterprise Directory DC (Domain Controller). CMA Info The CMA Info pane displays general information about the CMA system.
Operating in Maximum Security Environments Service Manages the system’s... Comment Polycom Conference Scheduling Service Conference scheduling processes Essential Polycom Device Manager Device management processes Not Available Polycom DialRuleService Dial rule management processes Essential Polycom Gatekeeper Gatekeeper processes Not Available Polycom JServer Java processes including LDAP, SNMP, device management, Site Topology, and dynamically-managed device logins and provisioning.
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4 Polycom® CMA® System Conference Scheduling Overview This chapter providesan introduction to the Polycom® Converged Management Application™ (CMA®) system video conference scheduling functionality and operation. It includes these topics: • Conference Menu Overview • General Scheduling Information To log into the CMA system web interface, you need: • Microsoft Internet Explorer® 6.0, 7.0 or 8.0, Mozilla FireFox® 3.5 or 3.6, or Apple Safari 3.2, 4.0 or 5.0.
Polycom CMA System Operations Guide — If you see a login banner, click Accept to accept the terms and continue. If you cannot connect to the system, there may be certificate issues. 2 When the CMA system Log In screen appears, enter your Username and Password. 3 If necessary, select a different Language or Domain. 4 Click Login. If you log in as an administrator, you see the CMA system Dashboard.
Polycom® CMA® System Conference Scheduling Overview The Conference views have these sections. Polycom, Inc. Section Description Views The views you can access from the page. Conference Actions The set of available commands. The constant commands in the Conference views are: • Refresh —Use this command to update the display with current information. • Add —Use this command to create a new video and/or audio conference. Conference List The context-sensitive Conference list for the selected view.
Polycom CMA System Operations Guide Conference Views—Future and Ongoing The Conference list in both the Future and Ongoing view has these fields.
Polycom® CMA® System Conference Scheduling Overview Field Description Conference Name The system- or scheduler-assigned name of the conference. By default, the system assigns a conference name and appends the day and date to that name. The scheduler can change the system-assigned name. Start Time The user-assigned start time for the conference. The system appends the time difference between the local time and the standard time. Bridge If applicable, the user-assigned bridge for the conference.
Polycom CMA System Operations Guide State Description Declined Conference Applies only to conferences scheduled through the Polycom Scheduling Plugin for Microsoft Outlook. This state indicates that most participants did not accept the conference invitation. If your system is in maximum security mode, the Polycom Scheduling Plugin for Microsoft Outlook is not available. Conference End Warning The conference is ending, i.e., it is in its last five minutes unless someone extends it.
Polycom® CMA® System Conference Scheduling Overview General Scheduling Information You may find the following general topics useful when you are scheduling conferences. • Scheduling Participants and Endpoints • Bridge Selection and Cascading • Bridge Scheduling and Reassignment Scheduling Participants and Endpoints When you schedule conferences, you select the participants you wish to join the conference from your endpoint directory.
Polycom CMA System Operations Guide Because this bridge list depends on the template selection, users should make their template selection before selecting a bridge. Otherwise, they may select a bridge that cannot meet their conferencing requirements. In this case, the conference will fail to schedule. Bridge Selection and Cascading Conferences When scheduling a conference, users with the Advanced Scheduler role can select the Multi Bridge option to create cascading conferences.
Polycom® CMA® System Conference Scheduling Overview Some notes about bridge reassignment: Polycom, Inc. • The bridge reassignment process only occurs when the system detects that a bridge is down. It does not occur if the system determines that a bridge does not have sufficient resources required to host the conference. • If the CMA system cannot find another bridge with the features and capacity needed to support a conference, the conference fails to start.
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5 Conference Scheduling Operations This chapter describes the Polycom® Converged Management Application™ (CMA®) system conference scheduling operations. It includes these topics: • Add/Schedule a Conference — Add/Schedule a New Conference — Copy an Existing Conference • Edit a Conference • Edit a Participant’s Settings • View Scheduling Information for a Conference Add/Schedule a Conference By default, only schedulers and operators can schedule conferences.
Polycom CMA System Operations Guide To make the conference recurring, click Recurrence and in the Appointment Recurrence dialog box, set: 3 — Recurrence frequency (Daily, Weekly, or Monthly) — Recurrence day (Sunday through Saturday) — Recurrence range (Start date and End After occurrences or End by date) The maximum number of recurrences is 365. — Click OK. 4 For an Audio Only conference, change the Conference Type to Audio Only.
Conference Scheduling Operations 7 To add a guest from the Guest Book: a Click Add From Guest Book. b In the Add From Guest Book dialog box, select the guest of interest’s name from the list. The guest’s name appears in the underlying Selected Participants and Rooms list. c 8 Repeat step b to add all participants from the Guest Book and then click Close. To add new guest participants (participants not available through the local directory, enterprise directory, or Guest Book): a Click Add Guest.
Polycom CMA System Operations Guide Field Description Bit Rate (Video only) Set as required. You can change the connection speed for an endpoint up to the maximum speed specified by the conference template. Dial Options Specify whether the guest will dial into the conference or require that the system dial out to the guest. Dial Type Specify the protocol that the guest’s endpoint supports: H.323 (IP), SIP (IP), or H.320 (ISDN).
Conference Scheduling Operations d e If the guest has a SIP (IP) endpoint, configure these settings: Field Description Sip URI The SPI URI the MCU must resolve to contact the guest. MCU Service Choose from the list of MCU services defined on the MCUs with which the CMA system is registered. Leave this at Any Available Service unless you have specific knowledge of MCU services. If the guest has an H.
Polycom CMA System Operations Guide Review their availability and adjust the conference date and time as needed. a Notes • For participants who are associated with endpoints, the CMA system schedules their availability according to the endpoint’s availability. • For participants with multiple endpoints, check the availability for each endpoint. Click Call Info to change the participant’s endpoint.
Conference Scheduling Operations b As needed, add information in the Enter additional notes to include in the email section. c Click Send. The system sends the conference notification E-mail. The Future view appears. The conference appears in the conference list. The E-mail that the CMA system sends can be read by E-mail systems that accept plain text E-mails, iCal attachments, or vCal attachments.
Polycom CMA System Operations Guide Edit a Conference Only future conferences can be edited. Active or past conferences cannot be edited. Users can only edit the conferences that appear in their Conference list. By default, schedulers see only their conferences in the Conference list, while operators see all the conferences on the system, unless areas are defined. In which case operators see all the conferences for the areas to which they belong.
Conference Scheduling Operations 8 To send an updated E-mail to your participants: a Copy additional people on the notification and/or add notes about the conference. Note that the To, CC, and BCC fields are ASCII only. b Click Send. The system sends the updated conference notification E-mail. The Future view appears. Your conference appears in the conference list. Edit a Participant’s Settings Participant’s settings for future scheduled conferences may be edited.
Polycom CMA System Operations Guide a If the guest has an H.323 (IP) endpoint, configure these settings: Field Description Number and Number Type The specific dial string for the guest, and the format of the number that the MCU must resolve to contact the guest. This may be an IP address, E.164 address, H.323, or Annex-O. For Annex-O dialing, in the Number field enter the H.323.alias@IP, for example: • 1001@11.12.13.14 • 1001@domain.com • username@domain.com • username@11.12.13.
Conference Scheduling Operations c 6 If the guest has an H.320 (ISDN) endpoint, configure these settings: Field Description Use Modified Dial Number Select this option first (as needed) as it will determine the other fields you must configure. Country (Not available when Use Modified Dial Number is selected.) The country to which the system will dial out to the guest. Click Select to view a list of country codes. Area/City Code (Not available when Use Modified Dial Number is selected.
Polycom CMA System Operations Guide The View conference page appears displaying the following details about the conference: Section Description Start Date The date on which the conference started or will start. End Date The date on which the conference is scheduled to end. Duration The scheduled duration of the conference in hours and minutes. Recurrence The recurrence information for the conference. Owner The person who scheduled the conference.
6 Advanced Scheduling Operations This chapter describes how users with the Advanced Scheduler role have more options when scheduling conferences using the Polycom® Converged Management Application™ (CMA®) system.
Polycom CMA System Operations Guide 2 As needed, configure these settings on the Conference Settings dialog box. The settings that you can edit may depend on the template selected. Setting Description Conference ID By default, the system assigns a Conference ID. You can change this ID to permit integration with third-party scheduling tools. This identifier must be 8 or less numeric digits.
Advanced Scheduling Operations Setting Description Chairperson Passcode If Enable Chairperson is selected, the system assigns an 15-digit Chairperson Password and provides this password to the video chairperson in a separate E-mail. If Enable Chairperson is selected, the chairperson must enter this 15-digit password at his or her video endpoint to assume control of the conference. You can change this password to another 4- through 16-digit number.
Polycom CMA System Operations Guide Setting Description Bit Rate Specifies the maximum connection speed for endpoints in the conference. Individual endpoints that specify a lower connection speed connect at that lower speed. Endpoints that specify a higher connection speed connect at the speed identified in the conference template.
Advanced Scheduling Operations Setting Description People + Content Controls the ability for one endpoint to send two types of data—a data stream and a video stream—over the same bandwidth to display people and content. The receiving endpoint handles the two video streams differently and may display them on separate screens or through video switching mode. Endpoints that do not support the selected method connect with either video through IP or audio only through ISDN.
Polycom CMA System Operations Guide Setting Description T.120 Mode For MGC-hosted conferences only, selects the protocols and specifications for multipoint data communication. If your system is in maximum security mode, the T.120 options are not supported. In the T.120 menu, select the speed for the T.120 connection. See your IT department to determine the best combinations for your conferences. To disable the T.120 mode, select None. If you select T.
Advanced Scheduling Operations Select a Bridge for a Conference By default, when scheduling a conference, the CMA system will automatically select a bridge for the conference. However, users with the Advanced Scheduler role can select a specific bridge for a conference. To select a single bridge for a conference 1 When you’re adding or editing a conference, after you’ve made all of your other conference configuration choices, from the Bridge Selection list select Single Bridge.
Polycom CMA System Operations Guide If the port count is within 5% of the maximum ports available, it is displayed in red. To change a bridge assignment for a selected participant, click Auto and select a bridge from the pull-down menu. 3 Note A CMA system can only show port counts for conferences scheduled via the system. Ad hoc conferences are not included in the port count. When you’ve completed all bridge assignments, click Next.
7 Conference and Participant Management Operations This chapter describes the Polycom® Converged Management Application™ (CMA®) system conference and participant management operations.
Polycom CMA System Operations Guide The conference page appears in a new tab displaying the Participants list. The Participants list displays these settings: Section Description Status The state of the participant’s connection as identified by an icon. Hover over the icon to determine the status. Type The type of conference as identified by an icon. Hover over the icon to determine the type. Name The participant’s name.
Conference and Participant Management Operations Action Use this action to... Change Layout For applicable endpoints. Change the default video layout for the conference display. • Switching. Indicates that the display changes each time the speaker changes, and everyone sees the current speaker. • Select a Frame Count, then select the specific layout for the frames. The available layouts are Continuous Presence settings. 4 Polycom, Inc.
Polycom CMA System Operations Guide Action Use this action to... Acknowledge Help Acknowledge a request for help and send a message to the requesting endpoint. Manage Device Open the web-based user interface for the selected participant’s endpoint in a new browser window. Save as Favorite Function available when the selected participant has an associated endpoint to which the system can dial out. Save the selected participant to an existing Favorites List.
Conference and Participant Management Operations c Select the participant’s name from the list. The participant’s name appears in the underlying New Conference Participants list. 4 d Repeat steps a through c to add all domain participants and then click Close. e If necessary, edit the new participants’ settings. See “Edit a Participant’s Settings” on page 57. To add participants from the Guest Book: a Click Add Guest. b From the Guest Book dialog box, select the guest’s name from the list.
Polycom CMA System Operations Guide 7 To initiate the system dial out to the room, select the room from the New Conference Participants list and click Connect New Participants. The system dials out to the room endpoint system and adds the room to the conference. View the Video of a Participant in an Active Conference To view the video of a participant in an active conference 1 Go to Conference > Ongoing. 2 From the list of All Conferences, select the conference of interest and click Manage .
Conference and Participant Management Operations Add a Participant from a Favorites List to an Active Conference By default, users assigned the Operator role can work with favorites lists. To add a participant from a favorites list to an active conference 1 Go to Conference > Ongoing. 2 From the list of All Conferences, select the conference of interest and click Manage . 3 From the Conference Actions list, click Add Favorites. 4 From the Favorites List, expand the list of interest.
Polycom CMA System Operations Guide Manage a Participant’s Endpoint During a Conference The Manage page also allows operators to manage conference participant’s endpoints. • These context-sensitive commands only appear when the participant’s endpoint supports the action. • These commands work for rooms on the participant list as well. To manage a participant’s endpoint 1 Go to Conference > Ongoing. 2 Select the conference of interest and click Manage . The Participants list appears.
Conference and Participant Management Operations Action Use this action to... Send Message Send a message to the selected participant’s registered Polycom endpoint. The message appears briefly on the monitor for the selected video endpoint. Acknowledge Help Acknowledge a request for help and send a message to the requesting endpoint. Manage Device Open the web-based user interface for the selected participant’s endpoint in a new browser window.
Polycom CMA System Operations Guide Setting Description Gatekeeper The gatekeeper with which the endpoint is registered. GDS The Global Directory Service for the endpoint. Usually the Polycom Global Address Book. Presence Whether or not the endpoint is registered with a Presence service, so that its availability can be reported. Device Managed Whether or not the endpoint is registered with a Provisioning service, so that it can be configured automatically.
Conference and Participant Management Operations Setting Description Video Frame Rate Specifies the frame rate to use. Video FEC Errors The number of Forward Error Correction (FEC) errors that have been corrected in the current call. Cause Code Audio Rate The audio bandwidth negotiated with the far site Audio Protocol The audio connection protocol, both transmission (Tx) and reception (Rx), the endpoint is using.
Polycom CMA System Operations Guide 5 Click Delete to confirm the deletion. The conference is deleted. For future conferences, the system E-mails the change to the conference owner and participants and releases the participant and room resources. 80 Polycom, Inc.
8 Conference and Participant Details This chapter lists the conference and participant detail fields for reference. It includes: • Conference Details • Conference Features • Bridge (MCU) Features • Participants List • Participant Details • Participant Settings Conference Image The Conference Image section displays the selected participant’s video. Shuffle to shuffle to the next participant’s video Conference Details The Conference Details section has these fields.
Polycom CMA System Operations Guide Section Description Duration For a scheduled conference, how long the conference is scheduled to last. For a completed conference, how long the conference actually lasted. End Date/Time The date and time the conference ended Type The type of conference. Possible values include: Status Audio • Audio-Video The state of the conference.
Conference and Participant Details Section Description Audio Algorithm For a conference hosted on an MCU, the audio compression ratio of the conference data stream. Possible values are: • AUTO • G.722 • G.711 • Siren 7 (16 kbps) Conference Features The Conference Features section has these fields. Section Description Conference Passcode The conference passcode, which is assigned either by the system or the scheduler.
Polycom CMA System Operations Guide Section Description T120 Rate Possible values are: • None • MLP - 62.4 • HMLP - Var • MLP - 46.4 • HMLP - 384 • MLP - 40 • HMLP - 320 • MLP - 38.4 • HMLP - 256 • MLP - 32 • HMLP - 192 • MLP - 30.4 • HMLP - 128 • MLP - 24 • HMLP - 6.4 • MLP - 22.4 • HMLP - 62.4 • MLP - 16 • HMLP - 14.4 • MLP - 14.4 • MLP - Var • MLP - 6.4 • MLP - 64.
Conference and Participant Details Section Description Meet Me per Conf Whether or not the a conference is a Meet Me conference, for which a dial-in number is assigned, so that undefined participants can connect to the conference Conference on Port (MGC only) Indicates whether or not the MGC is set to Conference on Port, which conserves bandwidth and ports. In this case, all participants are on a single video port and use the same connection speed and video format.
Polycom CMA System Operations Guide Participant Details The Participant Details section has these fields. Section Description Name The participant’s name Type The type of conference connection. Possible values include: Audio Only • Audio-Video • Other (for In Person and Room Only participants) Endpoint Name The name assigned to the participant’s endpoint when added to the system Connection Status The state of the participant’s endpoint connection.
Conference and Participant Details Participant Settings The Participant Settings dialog box has these fields. Section Description Name The participant’s name. Endpoints The participant’s managed endpoint(s) if available. Email The participant’s E-mail address (ASCII only) for participants or guests without managed endpoints. Type How will this participant join the conference? The type of participant.
Polycom CMA System Operations Guide 88 Section Description Country (H.320 dial type only) The country to which the system will dial out to the participant Area/City Code (H.320 dial type only) The area code to which the system will dial out to the participant Use Modified Dial Number (H.320 dial type only) Click this check box to add a specific prefix to the participant’s phone number. The Number field becomes active Number (H.
9 Endpoint Management Overview This chapter provides an overview of the Polycom® Converged Management Application™ (CMA®) system’s endpoint management functions.
Polycom CMA System Operations Guide • Automatic Software Update—Displays the list of dynamically managed endpoints eligible for automatic software updates. See “Automatic Software Update View” on page 99. • Scheduled Software Update—Displays the list of standardly managed endpoints eligible for scheduled software updates. See “Scheduled Software Update View” on page 101. All of the Endpoint views have the following information: Section Description Views The views you can access from the page.
Endpoint Management Overview The Endpoint list in this view has these fields. Field Description Filter Use the filter choices to display other views of the Endpoint list, which include: Status Mode • Type - Filters the list by type. For more information, see “Endpoint Types” on page 103. • Alerts - Filters the list by alert type: Help, Error, or Warning. • Connection Status- Filters the list by connection status: In a Call, Online, or Offline. • Name - Filters the list by system name entered.
Polycom CMA System Operations Guide Field Description Dial String The dial string for the endpoint. If the endpoint has more than one dial string, it displays one based on this order: • SIP • H.323 • ISDN Site The site to which the endpoint belongs. Owner The user associated with the endpoint.
Endpoint Management Overview Action Use this action to... Reboot Device Reboot the selected endpoint. This command is only available for HDX-Series, RealPresence Group Series, V-Series and VSX-Series endpoints with a Connection Status of Online. Search Devices Allows you to seach for endpoints within a range of IP addresses. The results message displays the number of endpoints searched and the number of endpoints found within the IP range.
Polycom CMA System Operations Guide The Peripherals list in this view has these fields. Field Description Filter Use the filter choices to display other views of the Endpoint list, which include: Status • Type - Filters the list by type. For more information, see “Endpoint Configuration/Provisioning” on page 105. • Paired Endpoint- Filters the list by the HDX or RealPresence Group Series to which the peripherals are connected. • IP Address - Filters the list by IP address entered.
Endpoint Management Overview Action Use this action to... Delete Peripheral (Available only when the peripheral is no longer paired with an endpoint.) Delete the peripheral from the Peripheral View list. Display Applications (Available only for peripherals on which you can install multiple applications.) Display a list of installed applications and their version.
Polycom CMA System Operations Guide Actions in the Bundled Provisioning View The Actions section of the Bundled Provisioning View may include these context-sensitive commands. Action Use this action to... Download Create a new provisioning bundle by downloading the bundle from an HDX or RealPresence Group Series system on the network. Delete Delete the selected bundled from the bundle list.
Endpoint Management Overview Field Description Status The status of the endpoint’s last provisioning process. Possible values include: Name • Success • Failed • Clear The assigned name of the endpoint. Note The system assigns Polycom CMA Desktop systems a user name of LastName_Firstname_CMADesktop. Type The type of endpoint. Automatic provisioning is only available for the endpoint types listed in this table as Filter selections. IP Address The IP address assigned to the endpoint.
Polycom CMA System Operations Guide Field Description Filter The filter choice for endpoint types that can be scheduled for provisioning. Possible values include: Status • HDX Series—Displays the Polycom HDX systems operating in standard management mode. • LifeSize® • QDX Series • TANDBERG T150 • TANDBERG C-Series • TANDBERG MXP • V and VSX Series • Viewstation • Viewstation FX & EX The status of the endpoint’s last provisioning process.
Endpoint Management Overview Action Use this action to... Provision Schedule provisioning for the selected endpoint(s). Cancel Provision Cancel a previously scheduled provisioning operation. Clear Status Change the status column for a endpoint to the Clear state. You can perform these operations on multiple endpoints at the same time. To select multiple endpoints, hold the control key while you select the endpoints.
Polycom CMA System Operations Guide Field Description Type The type of endpoint. Automatic software update is only available for these endpoint types: • All—Displays all dynamically managed endpoints together. • CMA Desktop—Displays just the Polycom CMA Desktop clients. • HDX Series—Displays just the Polycom HDX endpoints deployed in dynamic management mode. • VVX—Displays just the Polycom VVX systems. • Group Series—Displays just the Polycom RealPresence Group Series endpoints.
Endpoint Management Overview Scheduled Software Update View Use the Scheduled Software Update View, available from the Endpoint menu, to: • View the list of endpoints that are eligible for a scheduled software update • Schedule one or more endpoints for a software update • Cancel a software update. Endpoint List in the Scheduled Software Update View By default, the Endpoint list in the Scheduled Software Update View displays all endpoints eligible for scheduled software update.
Polycom CMA System Operations Guide Field Description Model The type of endpoint. Scheduled software update is only available for these endpoint types: • HDX Series—Displays the Polycom HDX endpoints operating in standard management mode. • LifeSize® • QDX Series • TANDBERG T150 • TANDBERG C-Series • TANDBERG MXP • V and VSX Series • Viewstation • Viewstation FX & EX IP Address The IP address assigned to the endpoint.
Endpoint Management Overview Endpoint Types Polycom Endpoint Types Gatekeeper Registration Global Address Book Access Dynamic Managementa Standard Managementa Scheduling (Dial In only)b Scheduling (Dial in and Dial out)b Monitoring (Standard)c Command and Controld Reports for IP Callse Reports for ISDN Callse Supported Behind a Firewallf The following tables describe the CMA system support for endpoints based on endpoint type and category of support.
Polycom CMA System Operations Guide Endpoint Type Gatekeeper Registration Dynamic Managementa Standard Managementa Scheduling (Dial In only)b Scheduling (Dial in and Dial out)b Monitoring (Standard)c Command and Controld Reports for IP Callse Reports for ISDN Callse e. Reports for IP Calls are generated as part of standard gatekeeper functionality. Reports for ISDN Calls are additional system functionality.
Endpoint Management Overview Some notes about the TANDBERG connection to the Global Address Book: • TANDBERG endpoints do not need to register with the CMA system gatekeeper to access the Global Address Book. • Even if the Global Address Book is password protected, TANDBERG endpoints are not required to provide a password. They have unrestricted access to the Global Address Book.
Polycom CMA System Operations Guide For more information, see: • Bundled Provisioning • Automatic Provisioning • Scheduled Provisioning Provisioning Best Practices To use the available provisioning options most effectively, we recommend the following: 1 For each site in the CMA system, configure the site provisioning details as needed for each site. See “Add a Site” on page 465.
Endpoint Management Overview administrative rights can still change the settings on an HDX and RealPresence Group Series endpoint after the provisioning bundle is applied. However, if a newer bundle is sent by the CMA system, it will overwrite the user’s changes.
Polycom CMA System Operations Guide Note Some settings on dynamically managed endpoints that the CMA system provisions are associated with the site where the endpoint system is located. Site provisioning takes precedence.
Endpoint Management Overview Automatic Provisioning Profiles Automatic provisioning is enabled at the endpoint, but the CMA system must have automatic provisioning profiles for both the endpoint and the site at which the endpoint resides. So to ensure out-of-box usability, the CMA system comes with Default Provisioning Profiles for both. However, you can edit these default profiles to meet your needs or add additional provisioning profiles to assign different video resources to different groups of users.
Polycom CMA System Operations Guide Field For the endpoint systems being provisioned... Maximum Time in Call (minutes) Specifies the maximum number of minutes allowed for a call. Enter 0 to remove any limit. Recent Calls Specifies whether to display the Recent Calls button on the home screen. The Recent Calls screen lists the site number or name, the date and time, and whether the call was incoming or outgoing.
Endpoint Management Overview Field For the endpoint systems being provisioned... Preferred Speed for Placing Calls (kbps) Determines the speeds that will be used for calls from this endpoint system when: • The Call Quality selection is either unavailable or set to Auto on the Place a Call screen • The call is placed from the directory If the far-site endpoint system does not support the selected speed, the endpoint system automatically negotiates a lower speed.
Polycom CMA System Operations Guide Field For the endpoint systems being provisioned... Microsoft Lync Settings Select method to find Server Transport Protocol Specifies how the CMA system will locate the Lync server that it will provision to endpoints. Possible values are: • Disable Integration—The CMA system will not provision a Lync or Office Communication Server.
Endpoint Management Overview Profile Order and Priority Automatic provisioning profiles are associated with groups, but what about those users who belong to more than one group—what determines their experience? When you add new profiles, you assign a Profile Order. The Profile Order determines which provisioning profile takes priority. Consider the following example: • Jason Smith is part of the Support group and also part of the Executive group.
Polycom CMA System Operations Guide • HDX Series--Polycom HDX systems deployed in standard management mode Scheduled Provisioning Profiles The CMA system does not include a default profile for scheduled provisioning. You must create a profile before you can schedule a endpoint for provisioning. Create a different profile for each endpoint type (Polycom HDX system or Polycom CMA Desktop) and group of users. Some examples of when to use scheduled provisioning profiles follow.
Field For the endpoint systems being provisioned... HDX Series V\VSX Series FX/EX ViewStation QDX Series Endpoint Management Overview Auto Answer Multipoint Calls Specifies whether to set the endpoint system to answer incoming multipoint calls automatically. Y Y Y — — Allow Dialing Allow users to place calls. You can still place calls from the web interface. — — Y Y Allow Directory Changes Specifies whether users can save changes to the directory or contacts/favorites list.
Y Y Y Y — — Y — — Y QDX Series The time the system will delay before going into standby mode after nonuse ViewStation Screen Saver Wait Time FX/EX For the endpoint systems being provisioned... HDX Series Field V\VSX Series Polycom CMA System Operations Guide Y General Settings > Home Screen Settings > Home Screen Settings 1 Dialing Display Dialing entry field - Includes the dialing entry field on the Home screen.
FX/EX ViewStation QDX Series For the endpoint systems being provisioned... V\VSX Series Field HDX Series Endpoint Management Overview Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y General Settings > Security Remote Access Password Specifies the password for administrator access when logging in to the system remotely. When the remote access password is set, users must enter it to manage the system from a computer. The remote access password must not contain spaces.
Enable SNMP Access • Off—AES Encryption is disabled. • When Available—AES Encryption is used with any endpoint that supports it, even if the other endpoints in the call don’t support it. • Required for Video Calls Only—AES Encryption is used for all video endpoints in the call. Analog phone and voice over ISDN connections are allowed. Video endpoints must support AES Encryption to participate in the call. • Required for All Calls—AES Encryption is used for all video endpoints in the call.
Specifies connection to a time server for automatic system time settings. Y Y Y Primary Time Server Address Specifies the address of the time server to use when Time Server is set to Manual. Y Y Y QDX Series V\VSX Series Time Server ViewStation For the endpoint systems being provisioned... FX/EX Field HDX Series Endpoint Management Overview Video Network > IP Network > Call Preferences Enable IP H.323 Allows the system to make IP calls Y Y — Y Enable H.
Send Preferred Alias Only to Gatekeeper Y Y Y — — Y QDX Series Specify whether multipoint calls use the system’s internal multipoint capability or the Conference on Demand feature. ViewStation Use Gatekeeper for Multipoint Calls FX/EX For the endpoint systems being provisioned...
V\VSX Series FX/EX Video Type of Service Value Specifies the IP Precedence or Diffserv value for video packets. This value does not apply to the CMA Desktop system. Its value is set by the client’s operating system. Y Y Y Y Audio Type of Service Value Specifies the IP Precedence or Diffserv value for audio packets. Y Y Y Y FECC Type of Service Value Specifies the IP Precedence or Diffserv value for Far End Camera Control packets.
• If the endpoint systems are behind a NAT that allows HTTP traffic, select Auto. • If the endpoint systems are behind a NAT that does not allow HTTP traffic, select Manual. Then specify a NAT Public (WAN) Address. • If the endpoint systems are not behind a NAT or are connected to the IP network through a virtual private network (VPN), select Off.
Y — Y Y QDX Series Y ViewStation FX/EX For the endpoint systems being provisioned... V\VSX Series Field HDX Series Endpoint Management Overview Video Network > Preferred Speeds Preferred Speed for Placing Calls (Kbps) IP Calls ISDN Video Call (H.
V\VSX Series FX/EX Snapshot Timeout Lets you choose whether to have slides and snapshots time out after a period of four minutes. — Y — Dual Monitor Emulation Specifies whether the system can show multiple views on a single display. Y Y — Output Upon Screen Saver Activation Specifies whether black video or no signal is sent to the monitor when the system goes to sleep and the screen saver activates. Y • Select Black to display black video.
• Select Black to display black video. This is the recommended setting to prevent burn-in for TV monitors. • Select No Signal to have the display react as if it is not connected when the system goes to sleep. This is the recommended setting for VGA monitors and projectors. Y — — QDX Series Specifies whether black video or no signal is sent to the monitor when the system goes to sleep and the screen saver activates.
Near Far • If Far is enabled, the recorded video will switch to the current far site speaker. • If both Near and Far are enabled, the recorded video will switch between near and far sites depending on the current speaker. Content • Screen Saver Wait Time Y — — Y — — Y — — Y — — QDX Series Specifies the video source to be recorded to videotape or DVD. ViewStation VCR/DVD Record Source FX/EX For the endpoint systems being provisioned...
HDX Series V\VSX Series FX/EX ViewStation QDX Series Endpoint Management Overview Far Control of Near Camera Specifies whether the far site can pan, tilt, or zoom the near-site camera. When this option is selected, a user at the far site can control the framing and angle of the camera for the best view of the near site. Y Y Y Y Y Backlight Compensation Specifies whether the camera should automatically adjust for a bright background.
Sets the volume level for audio from the far site. Y Y Midrange Speakers Specifies whether to use the system’s built-in midrange speaker. You may prefer to turn off the midrange speaker if you connect the audio output to Monitor 1 or if you connect an external speaker system. — Y Bass Sets the volume level for the low frequencies without changing the master audio volume. Y Y Treble Sets the volume level for the high frequencies without changing the master audio volume.
Enables connection to the WINS Server for URL resolution — Y LAN Speed Specify the LAN speed to use. Note that the setting you choose must be supported by the switch. Y Y Y Y Y Y QDX Series V\VSX Series WINS Resolution ViewStation For the endpoint systems being provisioned... FX/EX Field HDX Series Endpoint Management Overview Choose Auto to have the network switch negotiate the speed automatically. In this case, the switch must also be set to Auto.
ViewStation — — Y Y — — Y Y — — Y Y — — Y Y — — Y Y — — Y Y QDX Series FX/EX For the endpoint systems being provisioned... V\VSX Series Field HDX Series Polycom CMA System Operations Guide LAN/H.323 > Global Directory (GDS) > Preferences Show Addresses in Address Book Preferred Speed for Placing Calls (Kbps) ISDN Video Call (H.
Y Y — — — Y QDX Series Specify whether to preface calls within the United States with 1 ViewStation Dial 1+ for all USA Calls FX/EX For the endpoint systems being provisioned...
Polycom CMA System Operations Guide Scheduled Provisioning Notes Some notes about scheduled provisioning profiles and the scheduled provisioning of endpoints: • Each page in the scheduled Provisioning Fields dialog box has a Provision This Page option. When this option is selected, the system provisions all of the values on that page. When this option is not selected, the system does not provision any of the values on that page.
Endpoint Management Overview Endpoint Software Updates The CMA system software update feature, which requires a software update profile for the endpoint type and model, allows an administrator to upgrade the software on one or more endpoints with a standard software package. This eliminates the need to upgrade each endpoint individually. The CMA system supports two exclusive software update processes: automatic and scheduled.
Polycom CMA System Operations Guide description CMA Desktop - shipped version—is available for the Polycom CMA Desktop client. Default automatic software update profiles are not available for other endpoint systems. To create an automatic software update profile, you upload the software package and create a profile for the update.
Endpoint Management Overview Note Currently to roll back a Polycom CMA Desktop client to an older version, you must first remove the existing Polycom CMA Desktop client via the Windows Add or Remove Software selection. Then you can install the older software package. Peripheral Software Updates You can update the platform (operating system) and applications (if applicable) for peripherals connected to endpoints.
Polycom CMA System Operations Guide • If an endpoint scheduled for update is In a Call, the CMA system waits until the call ends before updating the endpoint. The system checks the endpoint at 15 minute intervals. • If an endpoint scheduled for update is Offline, the CMA system attempts to connect to the endpoint every hour until the endpoint is Online. • A software update may reboot the endpoint.
Endpoint Management Overview • Launch the management interface for these endpoints.
Polycom CMA System Operations Guide To enable LifeSize endpoint management 1 On the CMA system, go to Admin > Management and Security > Endpoint Management Settings. 2 In the Default Passwords for LifeSize Endpoint Management section of the Endpoint Management Settings page, enable Use Default Passwords. 3 Enter the Password for SSH User and confirm the password. Refer to the LifeSize system documentation for information on using SSH to connect to the endpoint, then enter the same SSH password here.
Endpoint Management Overview Provisioned for supported Tandberg models? Field Name MXP Models 990/880/770 MXP Model T150 C Series AdditionalCamera Type Y N N AlertSpeaker Mode Y Y N AlertTone Telephony Y Y N AlertTone VideoTelephony Y Y N AlertTone Volume Y Y N AllowLatency Y N N Audio AGC N Y N Audio AGC AUX Y N N Audio AGC Microphones Y N N Audio AGC Received Y N N Audio AGC VCR Y N N Audio AudioModule Y N N Audio AutoMute Y Y N Audio Delay AUX Y
Polycom CMA System Operations Guide Provisioned for supported Tandberg models? 140 Field Name MXP Models 990/880/770 MXP Model T150 C Series Audio MicrophoneMixer Mode Y N N Audio Microphones Mode Y N N Audio Outputs Line 1 through 3 Y N N Level Y N N Mode Y N Y Type Y N Y Audio Stereo Y N Y Audio StereoSpeakers Y N Y Audio VCRDucking Y N Y Audio Volume Y Y Y AutoAnswer Delay Y Y N AutoAnswer Device N Y N AutoAnswer Mode Y Y N AutoLayout Mode Y N
Endpoint Management Overview Provisioned for supported Tandberg models? MXP Models 990/880/770 MXP Model T150 C Series IR Y N N Mirror Y N N Whitebalance Level Y N N Whitebalance Mode Y N Y CameraDVI Mode Y N N CameraSleep Mode Y N N CameraSwUpgrade Y N N CameraTracking Speed Y N N Conference AAC-LD Y N N Conference AAC-LD-128-Mono Y N N Conference AAC-LD-128-Threshold Y N N Conference AIM Y Y N Conference AllowIncomingCallInCall Y N N Conference Allow
Polycom CMA System Operations Guide Provisioned for supported Tandberg models? 142 Field Name MXP Models 990/880/770 MXP Model T150 C Series Conference H239 Y Y N Conference H263 Y Y N Conference H264 Y Y N Conference H264RCDO Y N N Conference H331 Y N N Conference IPDualstreamRate Y N N Conference IPLR Transmit Y Y N Conference MailBox URI N Y N Conference MaxCallLength Y Y N Conference NaturalVideo Y N N Conference PeriodicIntra Y N N Conference PictureMo
Endpoint Management Overview Provisioned for supported Tandberg models? Polycom, Inc.
Polycom CMA System Operations Guide Provisioned for supported Tandberg models? 144 Field Name MXP Models 990/880/770 MXP Model T150 C Series H323Gatekeeper Avaya Mode Y Y N H323Gatekeeper Avaya MultipointCount Y Y N H323Gatekeeper Avaya Password Y Y N H323Gatekeeper Discovery Y Y N H323Gatekeeper MultipleAlias Y Y N H323Prefix Y N N HTTP Mode Y Y N HTTPS Mode Y Y N HTTPS VerifyServerCertificate Y N N IdReport H323 Y Y N IEEE802.
Endpoint Management Overview Provisioned for supported Tandberg models? Polycom, Inc.
Polycom CMA System Operations Guide Provisioned for supported Tandberg models? 146 Field Name MXP Models 990/880/770 MXP Model T150 C Series IMUX Custom bw64R Prefix Y N Y IMUX Custom bw64R Suffix Y N N IMUX Custom bw768 Prefix Y N N IMUX Custom bw768 Suffix Y N N IMUX Custom bw768R Prefix Y N N IMUX Custom bw768R Suffix Y N N Integrator AMXBeacon Mode Y N N Integrator Telepresence Mode Y N N IP Assignment Y Y N IP DNS Domain Name Y Y N IP DNS Server 1 through
Endpoint Management Overview Provisioned for supported Tandberg models? Polycom, Inc.
Polycom CMA System Operations Guide Provisioned for supported Tandberg models? 148 Field Name MXP Models 990/880/770 MXP Model T150 C Series Key Brightness N Y N Key Cabinet Y N N Key CallRegister N Y N Key Cancel Y Y N Key Connect Y Y N Key Disconnect Y Y N Key DocCam Y N N Key Down Y Y N Key FarEnd Y N N Key Grab Y N N Key Headset N Y N Key Help Y Y N Key Layout Y N N Key Left Y Y N Key MainCam Y N N Key MicOff Y Y N Key Number0 throug
Endpoint Management Overview Provisioned for supported Tandberg models? Polycom, Inc.
Polycom CMA System Operations Guide Provisioned for supported Tandberg models? 150 Field Name MXP Models 990/880/770 MXP Model T150 C Series Kiosk Phonebook Y N N LocalLayout Mode Y N N LocalLayout Toggle Y N N Logo Y Y N LoS Duration Exponent Y N N LoS Duration Offset Y N N LoS Inhibit Y N N LoS Initial Y N N LoS Polarity Y N N LoS Retry Y N N MainVideoSource Y N N MaxBandwidth Y N N Multipoint Mode Y N N Multipoint MultiwayMultiprotocol Y N N
Endpoint Management Overview Provisioned for supported Tandberg models? Polycom, Inc.
Polycom CMA System Operations Guide Provisioned for supported Tandberg models? MXP Models 990/880/770 MXP Model T150 C Series PictureProgram 1 Window 1 through 6 Call Y N N PictureProgram 1 Window 1 through 6 Picture Y N N PictureProgram 2 Layout Y N N PictureProgram 2 Window 1 through 6 Call Y N N PictureProgram 2 Window 1 through 6 Picture Y N N PictureProgram 3 Layout Y N N PictureProgram 3 Window 1 through 6 Call Y N N PictureProgram 3 Window 1 through 6 Picture Y N N
Endpoint Management Overview Provisioned for supported Tandberg models? MXP Models 990/880/770 MXP Model T150 C Series QoS Precedence VideoTelephony Audio Y Y Y QoS Precedence VideoTelephony Data Y N Y QoS Precedence VideoTelephony Signalling Y Y Y QoS Precedence VideoTelephony Video Y Y Y QoS RSVP Y Y Y QoS ToS Y Y Y RemoteSwUpgrade Mode Y N Y RemoteSwUpgrade Password Y N Y RTP MTU Y Y Y RTP Ports Y Y Y Screensaver Delay Y Y Y Screensaver LED N Y Y Screen
Polycom CMA System Operations Guide Provisioned for supported Tandberg models? 154 Field Name MXP Models 990/880/770 MXP Model T150 C Series SerialPort Direct Buffer Y N Y SIP Authentication Password Y Y Y SIP Authentication UserName Y Y N SIP Legacy Mask Y Y N SIP Mode Y Y N SIP ReplyTo URI Y N N SIP Server Address Y Y N SIP Server Discovery Y Y N SIP Server Type Y Y N SIP TLS Verify Y Y N SIP Transport Default Y Y N SNMP CommunityName Y Y N SNMP HostI
Endpoint Management Overview Provisioned for supported Tandberg models? Polycom, Inc.
Polycom CMA System Operations Guide Provisioned for supported Tandberg models? Field Name MXP Models 990/880/770 MXP Model T150 C Series Time TimeFormat Y Y N Time Zone Y Y N UseAsLocalPCMonitor Y N N Video 1 Outputs Animation Y N N Video 1 Outputs Testpattern Y N N Video Inputs Source 1 through 6 Y N N Name Y N N Quality Y N N Y N N Mode Y N N OSD Y N N VirtualMonitor Y N N Video Outputs DVIResolution Y N N Video Outputs Letterbox Y N N Video Out
Endpoint Management Overview Provisioned for supported Tandberg models? Field Name MXP Models 990/880/770 MXP Model T150 C Series WLAN Key 3 Y N N WLAN Key 4 Y N N WLAN Mode Y N Y WLAN SSID Y N N WLAN UseKey Y N N a. The CMA system always provisions Telnet Mode to ON, because provisioning Telnet Mode to OFF would make the endpoints unmanageable. Scheduled Provisioning of LifeSize Endpoints The CMA system can provision many fields for LifeSize Team and Express endpoints.
Polycom CMA System Operations Guide Provisioned for selected LifeSize Models? Field Name Team 200 Primary Audio Output Test Y Audio Mute Y Muted Device(s) Y Video Call Audio Output Y Audio Call Audio Output Y Line Out Treble Y Line Out Bass Y Ring Tone Volume Y DMF Tone Volume Y Status Tone Volume Y Telepresence Telepresence Y HD Camera 1 Moment Y HD Camera 2 Moment Y Video Settings > Video Control Far Ctrl of Near Camera Y Far Set of Camera Presets Y Far Move to Camera Pres
Endpoint Management Overview Provisioned for selected LifeSize Models? Field Name Team 200 Video Encoder Quality Y H.241 MaxStaticMBPS Y Video MTU Y Security > General Telnet Y SNMP Y Security > Passwords SSH Password Y UI Admin Password Y UI User Password Y Network > General DHCP Y IP Address Y Subnet Mask Y Gateway Y Host Name Y DNS Server Y Name Search Domains Y Network Speed Y VLAN Tag Y NTP Server Host Name Y 802.
Polycom CMA System Operations Guide Provisioned for selected LifeSize Models? Field Name Team 200 Network > Reserved Ports UDP Lowest Value Y UDP Highest Value Y TCP Highest Value Y TCP Lowest Value Y Network > Network Qos Network QoS Y DiffServ Audio Priority Y DiffServ Video Priority Y DiffServ Data Priority Y InServ Audio Priority Y InServ Video Priority Y InServ Data Priority Y InServ ToS Y Network > LifeSize® Transit LifeSize® Transit Y Transit Hostname Y Transit Username
Endpoint Management Overview Provisioned for selected LifeSize Models? Field Name Auto Start Presentations Team 200 Y Communications > H.323 H.323 Y H.323 Name Y H.323 Extension Y Gatekeeper ID Y Gatekeeper Mode Y Primary Gatekeeper IP and Port Y Alternate Gatekeeper IP and Port Y H.460 Y Communications > SIP Polycom, Inc.
Polycom CMA System Operations Guide Provisioned for selected LifeSize Models? Field Name Team 200 System > General Auto Reboot Y System > Identification N System Name Y Video Number Y Voice Number Y System > Identification Timezone Y Month Y Day Y Year Y Hour Y Minute Y Second Y Directory > Auto Discovery Auto Discovery Y Auto Discovery Subnets Y Auto Discovery Ignored Subnets Y Directory > LDAP LDAP Y LDAP Hostname Y LDAP Password Y LDAP Base Y LDAP Filter Y LDAP
Endpoint Management Overview Provisioned for selected LifeSize Models? Field Name Team 200 LCD Contrast Y Screen Saver Y Screen Saver Timeout Y Sleep Timeout Y Appearance > Layout Picture in Picture Y Display 2 Layout Y Appearance > Display Display 1 Resolution Y Display 1 Energy Saver Y Display 2 Energy Saver Y Display 2 Resolution Y Diagnostics > Cameras Camera Anti-Flicker Y HD Camera 1 Brightness Y HD Camera 1 White Balance Y HD Camera 2 White Balance Y HD Camera 2 Brightn
Polycom CMA System Operations Guide Provisioning of LifeSize Passwords Take note of the following when provisioning passwords to LifeSize endpoints: • The Auto password must be provisioned to meet the LifeSize and SSH/telnet rules for passwords. • You cannot provision the Auto password to be blank. If you attempt to provision a blank value, the existing value of the password will not be overwritten. It will remain valid.
10 Endpoint and Peripheral Management Operations This chapter describes how to perform the Polycom® Converged Management Application™ (CMA®) system endpoint management tasks. It includes these topics: • Endpoint Management Operations • Peripheral View Operations Endpoint Management Operations The follow topics describe the actions available in Endpoint > Monitor View: Polycom, Inc.
Polycom CMA System Operations Guide View Device Details To view detailed information about a managed endpoint 1 Go to Endpoint > Monitor View. 2 As needed, use the Filter to customize the endpoint list. 3 Select the endpoint of interest and click View Details. The Device Details dialog box displays the following information: Field Description Identification System Name 166 The name of the endpoint. • Endpoint names must be unique.
Endpoint and Peripheral Management Operations Field Description HTTP URL The management URL for the endpoint, if available (ASCII only). This URL allows the CMA system to start the endpoint‘s management system using the Manage function. All Polycom endpoints allow management through a browser. For these endpoints, this field is completed when the endpoint registers with the CMA system. HTTP Port The HTTP port number for the endpoint.
Polycom CMA System Operations Guide Field Description RAS Address The port on which the CMA system gatekeeper sends RAS addressing information. Capabilities Supported Protocols The communications protocols that the endpoint can support. Possible values include: • IP (H.323) - A standard that defines the protocols used for multimedia communications on packet-based H.323 networks. • IP (SIP) - A standard that defines the protocols used for multimedia communications on SIP networks. • ISDN (H.
Endpoint and Peripheral Management Operations Field Description Far Site Number The address of the far site endpoint to which the selected endpoint is connected. The address value for the calling endpoint appears to be the dialed address. The address value for the called endpoint appears to be the IP Address. Encryption The type of encryption the far site uses. Cause Code The cause code showing how the call ended.
Polycom CMA System Operations Guide Field Description Total Packet Loss Specifies the total packet loss for the currently active call that is, the total percentage of packet loss for all currently active calls divided by the number of active calls. % Packet Loss Specifies the average percentage of packet loss for the currently active call that is, the total percentage of packet loss for all currently active calls divided by the number of active calls.
Endpoint and Peripheral Management Operations In the Add New Device dialog box, select the Device Type. For valid types, see “Endpoint Types” on page 103. For endpoints not specified in the list, select a Device Type of Other. This dialog is meant for adding endpoints that are managed in Standard Management mode. 2 Note All dynamically-managed endpoints automatically register with the CMA system and cannot be added using the Add option. 3 Enter the IP Address of the endpoint. 4 Click Find Device.
Polycom CMA System Operations Guide For example, you can select it as a VIP endpoint and determine whether it will be Available to Schedule through the scheduling interface. Note that many fields in this dialog box are ASCII only. Depending on the selected type, some of these fields may not be displayed or may not be editable. Field Description Identification Description A free-form text field (extended ASCII only) in which information about the endpoint can be added.
Endpoint and Peripheral Management Operations Field Description Aliases The aliases that allow you to connect to the endpoint. The CMA system converts the aliases to the IP address associated with the endpoint. • Alias Type. Possible types include E.164, H.323 ID, URL, Transport Address, E-mail, Party Number, and Unknown. • Alias Value. Value for the alias type shown. Notes ISDN Video Number • The following Alias Values are ASCII only: H323 ID, URL, Transport Address, and Unknown.
Polycom CMA System Operations Guide Field Description Capabilities Enabled Capabilities enabled on this endpoint. Options are: • MCU - The endpoint can act as a control unit for multipoint conferences • Gateway - The endpoint can act as a gateway for call management The MCU provides the capability if it registered successfully or is managed. Monitoring Level Available to Schedule 8 The monitoring level for the endpoint. Possible values include: • Standard. This endpoint is monitored. • VIP.
Endpoint and Peripheral Management Operations To edit an endpoint in the CMA system 1 Go to Endpoint > Monitor View 2 As needed, use the Filter to customize the endpoint list. 3 Select the endpoint of interest and click Edit 4 As required, edit the Identification, Addresses, and Capabilities sections of the Edit Device dialog box. For more information, see “View Device Details” on page 166. . Note that many fields in this dialog box are ASCII only. 5 Click Update.
Polycom CMA System Operations Guide View an Endpoint’s Video Feed Note This procedure is available on the following endpoint types: • Polycom HDX system • TANDBERG • V-Series and VSX-Series • ViewStation To view the video feed for an endpoint (near site or far site) 1 Go to Endpoint > Monitor View 2 As needed, use the Filter to customize the Endpoint list. 3 Select the endpoint of interest and click View Details. The Device Details dialog box appears.
Endpoint and Peripheral Management Operations Send a Message to an Endpoint In some situations, such as in response to a help request, you can send a message to some types of endpoints. To send a message to an endpoint from the CMA system 1 Go to Endpoint > Monitor View 2 As needed, use the Filter to customize the Endpoint list. 3 Select the endpoint of interest. If the endpoint can receive text messages, a Send Message option appears in the Action menu. 4 Click Send Message.
Polycom CMA System Operations Guide 5 In the Last Name field of the Associate User dialog box, enter all or part of the user’s last name and click Search. The system displays the list of users who meet your search criteria. 6 Select the user of interest and click Close. Search for Endpoints in a Range of IP Addresses To search for a set of endpoints within a range of IP addresses 1 Go to Endpoint > Monitor View and click Search Devices.
Endpoint and Peripheral Management Operations Peripheral View Operations The following topics describe the actions available in the Endpoint > Peripherals View: • Delete Peripheral • Display Applications Delete Peripheral You can delete peripherals from the Peripherals View list when the peripheral is no longer connected to an endpoint. 1 Go to Endpoint > Peripherals View and select a peripheral that is listed as Not Paired. 2 Click Delete Peripheral. 3 In the Confirm Delete dialog box, click Yes.
Polycom CMA System Operations Guide 180 Polycom, Inc.
11 Endpoint Provisioning Operations This chapter discusses Polycom® Converged Management Application™ (CMA®) system automatic and scheduled endpoint provisioning operations. It includes these topics: • Bundled Provisioning Operations • Automatic Provisioning Operations • Scheduled Provisioning Operations Bundled Provisioning Operations This topic describes the bundled provisioning operations a user assigned the Device Administrator role can perform.
Polycom CMA System Operations Guide Download a Provisioning Bundle After you download a provisioning bundle for a specific HDX or RealPresence Group Series model, any dynamically managed HDX or RealPresence Group Series system of the same model will receive the provisioning bundle when an HDX or RealPresence Group Series system next polls the CMA system for new provisioning information. If a provisioning bundle already exists for the model you select, the existing bundle is overwritten with the new one.
Endpoint Provisioning Operations Automatic Provisioning Operations This topic describes the automatic provisioning operations a user assigned the Device Administrator role can perform.
Polycom CMA System Operations Guide 2 In the Automatic Provisioning Profiles page, click Add . 3 In the Add Profile dialog box, enter a name for the profile and click Next. 4 Complete the System Settings, Home Screen Settings, H.323 Settings, Call Settings, Audio Settings, and (if applicable) CMA Desktop Settings sections of the Provisioning Fields dialog box. For information about these fields, see “Automatic Provisioning” on page 107. The sections may differ depending on the endpoint type selected.
Endpoint Provisioning Operations Edit the Profile Order for an Automatic Provisioning Profile To edit the profile order for an automatic provisioning profile 1 Go to Admin > Provisioning Profiles > Automatic Provisioning Profiles. 2 In the Automatic Provisioning Profiles page, select the profile of interest, click in the Profile Order text box preceding the provisioning profile of interest, and enter the priority for the profile. 3 Click Update Profile Order.
Polycom CMA System Operations Guide Scheduled Provisioning Operations This topic describes the scheduled provisioning operations a user assigned the Device Administrator role can perform.
Endpoint Provisioning Operations 4 As needed, select Provision This Page and complete the General Settings, Video Network, Monitors, Cameras, Audio Settings, LAN Properties, and Global Services sections of the Provisioning Fields dialog box. For information about these fields, see “Scheduled Provisioning” on page 113. The sections may differ depending on the endpoint type selected. 5 Click OK. The provisioning profile appears in the updated Scheduled Provisioning Profiles list.
Polycom CMA System Operations Guide 4 Edit the sections of the Provisioning Fields dialog box. The sections and fields differ depending on the endpoint type selected. For more information on these fields, see the product documentation for the selected endpoint. 5 Review each page of the scheduled provisioning profile and determine if you want the parameters on the page provisioned. If you do want the parameters on the page provisioned, select Provision This Page. 6 Click OK.
Endpoint Provisioning Operations 10 Click Refresh status. and check the Pending column for the provisioning For each endpoint you selected, the name of the profile appears in the Pending column, and the date and time you entered appears in the Scheduled column. Check the Status of a Scheduled Provisioning To check the status of a scheduled provisioning 1 Go to Endpoint > Scheduled Provisioning. 2 As needed, use the Filter to customize the endpoint list. 3 Select the endpoint of interest.
Polycom CMA System Operations Guide 4 Click Cancel Provision. The provisioning operation is cancelled and the provisioning status returns to Clear. 190 Polycom, Inc.
12 Endpoint Software Update Operations This chapter describeshow to use Polycom® Converged Management Application™ (CMA®) system to update the software on Polycom endpoints when a new software package is available.
Polycom CMA System Operations Guide 4 In the Device Details section, expand the Software Update Details tab. For more information, see “Software Update Details” on page 219. View Automatic Software Update Packages To view the list of automatic software update packages 1 Go to Admin > Software Updates > Automatic Software Updates. The Automatic Software Updates page appears and the Polycom HDX Series automatic software update packages are displayed.
Endpoint Software Update Operations Set Maintenance Window for Automatic Software Updates You can restrict automatic software updates of dynamically-managed endpoint systems to a scheduled maintenance window. Typically, automatic software updates occur as specified by the Software Update Polling Interval (Admin > Site > Edit Site Provisioning Details > Provisioning Settings). Enabling the maintenance window feature in the CMA system overrides the Software Update Polling Interval.
Polycom CMA System Operations Guide 4 “Upload the Software Package and Create a Software Update Package” on page 196. For more information on software update packages, see “View Automatic Software Update Information” on page 191. 5 “Set an Automatic Software Update Policy” on page 197. List the Serial Numbers for the Endpoints to be Updated To list the serial numbers for the endpoints to be updated 1 Go to Admin > Software Updates > Automatic Software Updates. 2 Click Get Serial Numbers .
Endpoint Software Update Operations e Go to “Download the Required Software Package” on page 195. Download the Required Software Package To download the software package required to update the endpoint 1 On your local system, create a directory to which to save the software package (if one does not already exist). 2 For Polycom endpoints: 3 a Open a web browser and go to http://support.polycom.com.
Polycom CMA System Operations Guide 4 Select Product Activation. 5 To activate a single license: 6 a Click SITE & Single Activation/Upgrade. b Enter the Serial Number and click Next. c Read and click Accept Agreement to continue. d Enter the License Numbers you received for the upgrade and click Upgrade. e The key code is returned on the screen. f Record the key code and create a .txt file with the Serial Number Key Code combination to be updated.
Endpoint Software Update Operations 4 In the Upload Software Update dialog box, verify the endpoint type and model. 5 If an activation key code is required to activate the software update, click the Update Requires Key check box and in the Software Update Key File field browse to the .txt key file received in “Request Update Activation Keys” on page 195. Note The key is generated from the endpoint serial number and version number, and Polycom sends it as a text (.
Polycom CMA System Operations Guide Trial a Software Update Package To trial a software update package: Get the things you need to create the package. Complete these tasks: 1 a “List the Serial Numbers for the Endpoints to be Updated” on page 194. b “Download the Required Software Package” on page 195. c “Request Update Activation Keys” on page 195. Set up testing. Complete these tasks: 2 a “Create a Local Trial Group” on page 198.
Endpoint Software Update Operations Upload the Software Package and Create a Trial Software Update Package To upload the software package and create a trial automatic software update package 1 Go to Admin > Software Updates > Automatic Software Updates. 2 Select the tab for the endpoint type of interest. 3 Click Upload Software Update. 4 In the Upload Software Update dialog box, verify the endpoint type and model.
Polycom CMA System Operations Guide 2 Select the tab for product to update. 3 Select the software update package of interest and click Promote to Production. 4 Click Yes to confirm the promotion. The package becomes a production automatic software update package. Delete the Trial Software Update Package If you determine that the trial software update package is unacceptable for production, you can delete it.
Endpoint Software Update Operations View Software Updates for Peripherals To view software updates for peripherals 1 Go to Admin > Software Updates > Automatic Software Updates. 2 Select the tab for a peripheral. The tab includes this information. Field Description Production URL URL where the peripheral can access software updates configured for production use. The URL consists of the IP dress of the CMA system plus /repo.
Polycom CMA System Operations Guide Upload Peripheral Software Updates to the CMA Web Server After you download the software updates from http://support.polycom.com and save them on your hard drive, you can upload them to the CMA system web server. To upload software updates to the CMA system web server 1 Go to Admin > Software Updates > Automatic Software Updates. 2 Select the tab for the peripheral. 3 Click Upload Software Update.
Endpoint Software Update Operations Field Description Status The current status of the platform software update. Possible values are: • None - The software update has not been configured as production or trial. • Production - The software update is configured as production. It is available only from the Production URL. • Trial - The software update is configured as trial. It is available only from the Trial URL. • Both - The software update is configured as both production and trial.
Polycom CMA System Operations Guide 7 Click OK. From the peripheral itself, the configured software updates are now available using the Production URL. Configure Peripheral Updates for Trial To configure software updates for trial 1 Go to Admin > Software Updates > Automatic Software Updates. 2 Select the tab for the peripheral. 3 Click Configure Trial. The Configure Trial dialog box includes the following information.
Endpoint Software Update Operations 4 Field Description Status The current status of the application software update. Possible values are: • None - The software update has not been configured as production or trial. • Production - The software update is configured as production. It is available only from the Production URL. • Trial - The software update is configured as trial. It is available only from the Trial URL. • Both - The software update is configured as both production and trial.
Polycom CMA System Operations Guide View Scheduled Software Update Information To view information about software updates that are scheduled or for endpoints that are eligible for scheduled software updates 1 Go to Endpoint > Scheduled Software Update. 2 As needed, use the Filter to customize the endpoint list. Filter choices include Type, Name, IP Address, ISDN Video Number, Alias, and Site. 3 Select the endpoint of interest. 4 In the Device Details section, expand the Software Update Details tab.
Endpoint Software Update Operations 2 Select the appropriate Endpoint Type and Endpoint Model combination for the endpoint to update. 3 Click Get Serial Numbers . The Endpoint Serial Number List appears listing the endpoints of the selected type and model that are eligible for scheduled software updates. 4 As needed, use the Filter to customize the endpoint list. 5 Select the specific endpoints to be updated. To select all endpoints in the list, click the check box in the column header.
Polycom CMA System Operations Guide 3 b In the Downloads section, select the Product and Category for the required software package. c Select the software package and save it to the directory created in step 1. d Repeat steps a through d for each endpoint type to be updated. Note that the software package may contain the software for different models of the same endpoint type. For third-party endpoints, follow the company’s recommended procedure for downloading a software package.
Endpoint Software Update Operations » 2 Close the Product Activation screens. For third-party endpoints, follow the company’s recommended procedure for requesting an upgrade activation key. Upload the Software Package and Create a Software Update Profile To upload the software package and create an automatic software update profile 1 Go to Admin > Software Updates > Scheduled Software Updates.
Polycom CMA System Operations Guide 2 As needed, use the Filter to customize the endpoint list. 3 Select the endpoints of interest and click Software Update. 4 In the Schedule Software Update dialog box, specify when the update should occur. 5 a In the Schedule field, select Now or Later. b If you select Later, enter a Date and Time for the update. c Select either Use Server Date/Time or Use Endpoint Date/Time as these may differ. Select from these options.
Endpoint Software Update Operations 2 As needed, use the Filter to customize the endpoint list. 3 Select the endpoint or endpoints of interest and click Cancel Update. A confirmation dialog box appears. The dialog box may indicate that one or more of the selected endpoints had a software update in progress. 4 Click Ok to cancel in progress and future software updates for the selected endpoints and clear their status.
Polycom CMA System Operations Guide 212 Polycom, Inc.
13 Device Details This chapter lists the fields found in the Device Detail section of the Polycom® Converged Management Application™ (CMA®) system interface. It includes these topics: • Device Summary Information • Device Status Information • Call Information • Device Alerts Information • Provisioning Details • Software Update Details Device Summary Information The Device Summary information in the Device Details section includes the following fields. Polycom, Inc.
Polycom CMA System Operations Guide Field Description ISDN Video Number For ISDN devices only, the country code + city/area code + phone number for the device. When you add an endpoint without native ISDN, the ISDN gateway, country code, and area code are not captured. The CMA system only supports native ISDN. Site The network site for the device. By default, devices are added to the Primary Site. Software Version The version of the software installed on the device (ASCII only).
Device Details Field Description Capabilities Enabled Capabilities to enable on this device. Options are: • MCU - The device can act as a control unit for multipoint conferences • Gateway - The device can act as a gateway for call management The MCU provides the capability if it registered successfully or is managed. Note Currently, RMX MCUs cannot be Gateway devices. Alias (type) The alias to connect to the device. The CMA system converts the aliases to the IP address associated with the device.
Polycom CMA System Operations Guide Field Description Device Managed Indicates whether or not the CMA system is managing the device. Last GK Registration The date and time of the device’s last gatekeeper registration in a default format of mm-dd-yyyy hh:mm:ss AM | PM with adjustment to the client-machine GMT offset Device Local Time The local time as set within the device in a default format of hh:mm:ss AM | PM.
Device Details Call Information The Call Info in the Device Details section includes the following fields. Polycom, Inc. Field Description Call Type The connection protocol for the call in which the device is participating. Possible values include: H.323, H.320, and S.IP Video Protocol The video connection protocol, both transmission (Tx) and reception (Rx), the device is using. Possible values include: • H.261—H.
Polycom CMA System Operations Guide Device Alerts Information The Device Alerts information in the Device Details section includes the following fields. Field Description Errors Device error message text, for example, GK Registration error Warnings Device warning message text, for example, Low Battery Provisioning Details The Provisioning Details information in the Device Details section includes the following fields.
Device Details Field Description Last Attempt Date/Time The date and time, in the default format of yyyy-mm-dd hh:mm:ss, of the last provisioning message exchanged with the device. Failure Reason A text description of the reason the provisioning failed.
Polycom CMA System Operations Guide Field Description Scheduled The date and time, in the default format of yyyy-mm-dd hh:mm, when the device software is scheduled to be updated. This field is blank if the device is not scheduled for provisioning. Last Attempt Date/Time The date and time, in the default format of yyyy-mm-dd hh:mm:ss, of the last software update message exchanged with the device. Failure Reason A text description of the reason the software update failed.
14 Network Device Management Overview This chapter provides an overview of the Polycom® Converged Management Application™ (CMA®) system’s network device management functions.
Polycom CMA System Operations Guide • MCUs (Microprocessing Control Units)—Displays the list of Polycom MCUs (Polycom RMX or MGC conferencing platforms) registered to the CMA system. Use this view to add, edit, or delete MCUs. • DMAs (Distributed Management Application systems)—Displays the list of Polycom DMA systems) registered to the CMA system. Use this view to add, edit, or delete DMA systems.
Network Device Management Overview The Network Device list has these fields. Field Description Filter Use the filter choices to display other views of the Network Device list, which include: Status Polycom, Inc. • Type- Filters the list by device type. For more information, see “Network Device Types” on page 221.
Polycom CMA System Operations Guide Actions in the Monitor View Besides providing access to the network device views, the Actions section of the Monitor View may also include these context-sensitive commands depending on the selected device type. Action Use this action to...
Network Device Management Overview Field Description Subscriber-side IP The public network IP address for the Polycom VBP device. MCU View Use the MCU View to manage Polycom MCU conferencing platforms on the network. The MCU list has the same fields as the Network Device > Monitor view. For more information, see “Monitor View” on page 222.
Polycom CMA System Operations Guide 226 Polycom, Inc.
15 MCU Bridge Management Operations This chapter describes how to perform the Polycom® Converged Management Application™ (CMA®) system MCU bridge management tasks.
Polycom CMA System Operations Guide The Device Details dialog box for the selected MCU appears. Field Description Identification System Name The name of the MCU. • MCU names must be unique. • The name must be in ASCII only and may have an unlimited number of characters. Spaces, dashes, and underscores are valid. • When retrieved from the MCU, the name is taken from the H.323 ID if the MCU registered with the gatekeeper and it is a third-party system.
MCU Bridge Management Operations Field Description Addresses DNS Name The DNS name for the MCU. Aliases The aliases that allow you to connect to the MCU. The CMA system converts the aliases to the IP address associated with the MCU. • Alias Type. Possible types include E.164, H.323 ID, URL, Transport Address, E-mail, Party Number, and Unknown. • Alias Value. Value for the alias type shown. • The value for the H.
Polycom CMA System Operations Guide Field Description MCU (Network) Services Service Type The available network services may include: • H.323 Service—Indicates a connection to an IP network using the H.323 protocol. • H.320 Service—Indicates a connection to an ISDN phone line using the H.320 protocol. • Gateway Service—(MGC MCUs only) Indicates a connection to both IP and ISDN to enable conversion from one protocol to the other.
MCU Bridge Management Operations Field Description Alerts (RMX MCUs only) Category Level Code Lists the type of error. The following categories may be listed: • File – indicates a problem in one of the files stored on the MCU’s hard disk. • Card – indicates problems with a card. • Exception – indicates software errors. • General – indicates a general error. • Assert – indicates internal software errors that are reported by the software program.
Polycom CMA System Operations Guide Add an MCU Manually This topic describes how to add an MCU to a CMA system. Note Back-end communication with the RMX control units and IP service blades must be enabled. When you add an MCU device, MCU network services are added automatically at the time the IP card registers with the CMA system. When you add a gateway device, use the Services page to specify the network services available for the device. Notes • Polycom RMX devices may only have H.323 service.
MCU Bridge Management Operations Click Find Device. 5 — If the CMA system can find the MCU on the network, the Add New Device dialog box is populated with information retrieved from the MCU. Review any information retrieved from the MCU. — If the CMA system cannot find the MCU on the network, a Device Not Found dialog box appears. 6 Click OK. 7 Complete the Identification, Addresses, Capabilities, MCU Services, MCU Resources, and MCU Cascading sections of the Add New Device dialog box.
Polycom CMA System Operations Guide 3 Select the MCU of interest and click Edit . 4 Complete the Identification, Addresses, Capabilities, MCU Services, MCU Resources, and MCU Cascading sections of the Edit Device dialog box. (For more information, see “View Device Details” on page 227.) At a minimum, assign the MCU a System Name. 5 Click Update.
MCU Bridge Management Operations To enable cascading conferences 1 On the MCUs, configure entry queues as required and record the entry queue number(s). For more information, see the product documentation for the MCU. 2 Go to Network Device > MCUs. 3 As needed, use the Filter to customize the MCU list. 4 Select the MCU of interest and click Edit 5 Go to the MCU Resources section of the Edit Device dialog box and select Use Entry Queue.
Polycom CMA System Operations Guide 2 As needed, use the Filter to customize the MCU list. 3 In the MCU list, select the bridge of interest and click View Hardware. A Hardware pane appears below the bridge list. It lists the hardware for the selected bridge and displays the Slot number, Card Type, Status, Temperature, and Voltage for each piece of hardware. View Bridge Services To view the network services available on the bridge 1 Go to Network Device > MCUs.
MCU Bridge Management Operations 3 In the MCU list, select the bridge of interest and click View Ports. A Ports pane appears below the bridge list. It lists the ports for the selected bridge and identifies the Audio Ports Available, Video Ports Available, Audio Ports in Use, and Video Ports in Use. View Bridge Meeting Rooms To view information about meeting rooms on a bridge 1 Go to Network Device > MCUs. 2 As needed, use the Filter to customize the MCU list.
Polycom CMA System Operations Guide 3 In the MCU list, select the bridge of interest and click View Gateway Conferences. If the feature is available on the bridge, a Gateway Conferences pane appears below the bridge list. It lists the gateway conferences for the selected bridge. 238 Polycom, Inc.
16 Management Operations for Other Network Devices This chapter describes how to perform the Polycom® Converged Management Application™ (CMA®) system network device management tasks. It includes: • Polycom VBP Management Operations • Polycom DMA Management Operations Polycom VBP Management Operations The Polycom Video Border Proxy (VBP) device management operations include these topics: Polycom, Inc.
Polycom CMA System Operations Guide Add a Polycom VBP Device IMPORTANT When you add a new Polycom VBP device, the CMA system will restart the user interface web service. This will interrupt others using the CMA system user interface. To add a Polycom VBP device to a CMA system 1 Go to Network Device > VBPs and click Add 2 Configure these settings in the Add VBP dialog box. 3 . Column Description Name A unique name to identify the Polycom VBP device.
Management Operations for Other Network Devices Enter the SSH or console Password for the root user and click OK. 3 The Polycom VBP device appears in the Network Device list. Edit a Polycom VBP Device To edit a Polycom VBP device 1 Go to Network Device > VBPs 2 Select the Polycom VBP device of interest and click Edit 3 Configure these settings as needed in the Edit VBP dialog box. 4 Click OK. .
Polycom CMA System Operations Guide Enter the provider-side IP address of the Polycom VBP device and press Enter. 3 The Endpoint list displays the dynamically-managed endpoints that are registered to the CMA system and using the Polycom VBP firewall. All of the endpoints display the same IP address, which is the Provider-side IP address of the Polycom VBP device. However, the endpoints will have different aliases and owners.
Management Operations for Other Network Devices 3 In the Edit DMA dialog box, edit the Name, Description or Dial Prefix for the DMA system. 4 Click OK. Delete a Polycom DMA System To delete a DMA system from a CMA system 1 Go to Network Device > DMAs. 2 Select the DMA system of interest and click Delete 3 Click Yes to confirm the deletion. . View Registered DMA Nodes Logically, the Polycom DMA system is a cooperative two-node cluster. When the CMA system is the gatekeeper for a DMA system (v2.
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17 MCU Bridge Device Details This chapter lists the fields found in the MCU Device Detail section of the Polycom® Converged Management Application™ (CMA®) system interface. It includes: • MCU H.320 Services • MCU H.323 Services • MCU Gateway Services • MCU Resources—Polycom MGC Platform • MCU Resources—Polycom RMX Platform MCU H.320 Services Field Description MCU H.32O Service Polycom, Inc. Service Name Name of the H.
Polycom CMA System Operations Guide Field Description International Prefix The prefix required to dial an international number. For example, in many countries, the international prefix is 00. Local Area Code A list of local area codes, separated by commas Priority The priority order for this service MCU H.323 Services Field Description Service Name The name of the H.323 service (ASCII only) defined in the MCU. Dialing Prefix Prefix to select this service.
MCU Bridge Device Details MCU Gateway Services Field Description Service Name The name of the H.323 service defined in the MCU. Dialing Prefix Prefix to select this service. The prefix for the MGC is located in the H.323 Service Properties dialog box of the MGC Manager. H320 Service Name Select a defined H320 service. Channels Number of 64K channels dedicated to the MCU. Priority The priority order for this service. MCU Resources—Polycom MGC Platform Polycom, Inc.
Polycom CMA System Operations Guide MCU Resources—Polycom RMX Platform Field Description Max Total Conferences Maximum number of total conferences allowed at once on this MCU. Max CP Conferences Maximum number of continuous presence (CP) conferences allowed, based on the number of licenses available. Max Video Ports Maximum number of video ports on which participants can be connected. Max Total Participants Maximum number of total video participants allowed at once on this MCU.
18 Users and Groups Overview This chapter provides an overview of the Polycom® Converged Management Application™ (CMA®) system users and groups management structure. It includes these topics: • Overview of Groups, Users, and User Roles • Roles and Permissions • Device Associations and Presence Overview of Groups, Users, and User Roles The CMA system allows users assigned the Administrator role to manage users, groups, user roles, permissions, and areas (if applicable).
Polycom CMA System Operations Guide You should associate local users with one or more roles and associate them with one or more endpoints. Alternatively, you can associate local users with roles by associating them with local groups. If your company has implemented the Areas feature, you can also associate local users with areas for which you are an administrator. For more information about areas, see “Area Overview and Operations” on page 347.
Users and Groups Overview Local Groups The CMA system allows you to add local groups (that is, groups added manually to the system) and associate them with provisioning profiles and roles. For local groups, the CMA system manages all group information and associations. Enterprise Groups When the CMA system is integrated with an enterprise directory, groups defined to the enterprise directory are not automatically added to the CMA system, but you can import them into the system.
Polycom CMA System Operations Guide Roles and Permissions The CMA system is a role and permissions based system. • Users are assigned one or more user roles either directly or through their group associations. • User roles are assigned a set of permissions. • Users see only the pages and functions available to their roles and associated permissions. Permissions are cumulative, so users see all of the pages and functions assigned to all of their roles and associated permissions.
Users and Groups Overview Some important notes about user roles and permissions: • Users (local and enterprise) may be assigned more than one role. In this case, the permissions associated with those roles are cumulative; a user has all of the permissions assigned to all of his roles. • Users (local and enterprise) may be assigned roles as an individual and as part of a group.
Polycom CMA System Operations Guide Role Permissions Device Administrator Monitoring Administrator Directory Setup Comment This role cannot be deleted or edited. Dial Plan Setup Conferencing Setup System Setup Assign Users to Areas (when activated) Associate Devices to Areas (when activated) System Maintenance/Troubleshooting Provision Profiles Auditor Auditor Except when operating in maximum security mode, most users will also see these menu items: Description Settings.
Users and Groups Overview Scheduler Roles, Responsibilities, and Menus The CMA system offers three different default Scheduler roles. , Role Responsibilities Scheduler For the areas to which they belong (areas are optional), users assigned the Scheduler (sometimes called basic scheduler) role can schedule conferences. They do so using the conference templates defined for them.
Polycom CMA System Operations Guide • Monitor network devices such as MCUs. • Add, edit, and delete entries in the system Guest Book. • Create favorites. • View some system reports. When operators log into the CMA system, the system displays the Ongoing conference page and they have access to the following menu items: Device Administrator Role, Responsibilities, and Menus The Device Administrator role is for those users who administrate endpoints, bridges, and other network devices.
Users and Groups Overview When device administrators log into the CMA system, the system displays the system Dashboard and they have access to the following menu items: Auditor Role, Responsibilities, and Menus The Auditor role allows security-conscious companies to separate system administration functions from system auditing functions. This provides an added level of system checks and balances. This role must be explicitly assigned by an administrator.
Polycom CMA System Operations Guide Administrator Role, Responsibilities, and Menus The Administrator role is for those users who administrate the CMA system itself. Users assigned the Administrator role can generally do almost all system functions, however they cannot schedule conferences, monitor conferences, or manage endpoints or other network devices.
Users and Groups Overview Device Associations and Presence The CMA system assumes that users will be associated with endpoints. You can associate a user with more than one endpoint, but one endpoint is designated as the primary endpoint. When scheduling a user in a conference, the CMA system will, by default, schedule the user’s primary endpoint. The scheduler can choose to change the request to schedule one of the user’s other endpoints.
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19 User Management Operations This chapter includes information on managing users and groups within the Polycom® Converged Management Application™ (CMA®) system. It includes these topics: • Manage Users • Manage Groups • Manage User Roles • Manage System Guest Book • Manage Favorites Manage Users In the CMA system, only users assigned the Administrator role can manage a user.
Polycom CMA System Operations Guide Note Searches for a user are case-insensitive, prefix searches of the Username, First Name, and Last Name fields. 2 To search for a local user, press Enter. 3 To search both local and enterprise users, first clear the Local Users Only check box and then press Enter. Note If you are not in an enterprise domain, you will not have the option of searching for enterprise users.
User Management Operations Column Description Title The user’s professional title. Department The user’s department within the enterprise. City The city in which the user’s office is located. Phone Number The contact phone number for the user. Associated Permissions Permission The set of permissions the user is assigned. For more information, see “Roles and Permissions” on page 252. Granted Through The role through which the permissions are assigned.
Polycom CMA System Operations Guide Column Description User ID The user’s unique login name. This user ID must be unique across all rooms and users and across all domains. Password The user’s assigned password. This password must be a minimum of eight characters in length. Email Address The user’s E-mail address. (The E-mail address is an ASCII-only field.
User Management Operations 7 In the Dial String Reservations section, select the user’s endpoint and enter the appropriate dial strings for SIP URI, E164, and H323 ID, then click Apply. The dial strings appear in the list below. If the user has multiple endpoints, enter the dial strings for one endpoint type at a time and click Apply each time. 8 Click OK.
Polycom CMA System Operations Guide 6 As required, edit the General Info, Associated Devices, Associated Roles, Associated Areas, Associated Alert Profile, and Dial String Reservations sections of the Edit User dialog box. 7 Click OK. View Permissions for a User A user with the Administrator role can view permissions for a user. To view permissions for a user 1 Go to User > Users and in the Search Users field, enter the name of the user of interest.
User Management Operations To delete a user Go to User > Users and in the Search Users field, enter the name of the user of interest. 1 Note Searches for a user are case-insensitive, prefix searches of the Username, First Name, and Last Name fields. 2 To search for a local user, press Enter. 3 To search both local and enterprise users, first clear the Local Users Only check box and then press Enter.
Polycom CMA System Operations Guide Manage Groups In the CMA system, only users assigned the Administrator role can: • Add a Local Group • Import Enterprise Groups • Edit a Group • Delete a Group Add a Local Group To add a local group 1 Go to User > Groups. 2 In the Groups page, click Add Local Group. 3 Complete the General Info section of the Add Local Group dialog box. Column Description General Info Group Name A meaningful and unique group name assigned when creating the group.
User Management Operations Column Description Group Members (Local Users Only) Search Available Members Search field for finding users Search Results The users and groups identified to the system that you can add to the local group. This list can include both local and enterprise users and groups. Group Members The users and groups selected as part of the group 4 In the Search Available Members field of the Group Members dialog box, search for the users and groups to add to this local group.
Polycom CMA System Operations Guide Edit a Group To edit a local or enterprise group 1 Go to User > Groups. 2 In the Groups page, select the group of interest and click Edit. 3 As required, edit the General Info, Associated Roles, and Group Members sections of the Edit Local Groups dialog box. Notes • The Group Members section is only available for Local groups. • If you remove a user from a group or a role from a group, the user no longer has the roles associated with the group. Click OK.
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Polycom CMA System Operations Guide Assign Users Roles and Endpoints You can assign roles to both local and enterprise users and associate them with endpoints. To assign a role and endpoint to a user 1 Go to User > Users. 2 To search for a user: In the Search field of the Users page, type a search string. a Note Searches for a user on the CMA system Users page are case-insensitive, prefix searches of the Username, First Name, and Last Name fields.
User Management Operations Add a User Role When you add a user role, you also specify permissions for the role. To add a new user role 1 Go to User > User Roles. 2 On the User Roles page, click Add. 3 Complete the Name and Description fields of the Add Role dialog box and assign permissions to the new role. The following table describes the fields of the Add Role dialog box.
Polycom CMA System Operations Guide 2 As needed, use the Filter to customize the User Roles list. 3 In the User Roles list, select the role of interest and click Edit. 4 Edit the Description field of the Edit Role dialog box and edit permissions for the role. 5 Click Save. Delete a User Role You can delete a user role from the CMA system, provided no users are currently assigned to it. To delete a user role 1 Go to User > User Roles. 2 As needed, use the Filter to customize the User Roles list.
User Management Operations Manage System Guest Book This section includes some general information you should know about the Conference menu and views. It includes these topics: • User Menu and Guest Book • Context-Sensitive Guest Book Actions • Add a Guest to the System Guest Book • Edit a Guest in the System Guest Book • Delete a Guest from the System Guest Book User Menu and Guest Book By default, schedulers, operator, and administrators have access to the User Menu and Guest Book.
Polycom CMA System Operations Guide Context-Sensitive Guest Book Actions The Actions section of the Guest Book page may include these context-sensitive actions depending on what is selected. Actions Description Add Guest Use this command to add a new guest user. Edit Guest Use this command to change information for a guest user. Delete Guest Use this command to delete a guest from the Guest Book. Deleting a guest is a permanent operation.
User Management Operations Field Description Dial Options Specify whether the guest will dial into conferences, or require that the system dial out to the guest. Note To support both options, create a separate Guest Book entry for each. 3 If the guest has an H.323 (IP) endpoint, configure these settings: Field Description Number and Number Type The specific dial string for the guest, and the format of the number that the MCU must resolve to contact the guest. This may be an IP address, E.
Polycom CMA System Operations Guide 5 6 Field Description Sip URI The SPI URI the MCU must resolve to contact the guest. MCU Service Choose from the list of MCU services defined on the MCUs with which the CMA system is registered. Leave this at Any Available Service unless you have specific knowledge of MCU services. If the guest has an H.
User Management Operations Delete a Guest from the System Guest Book To delete a guest from the system Guest Book 1 Go to User > Guest Book and select the guest of interest. 2 Click Delete Guest. 3 Click Yes to confirm the deletion. Manage Favorites The CMA system allows operators with Monitoring permissions to create one or more Favorites list, which they can use to quickly select participants to participate in conferences.
Polycom CMA System Operations Guide Notes • Depending on the search domain, the search function may return different results. See Filter and Search a List. • The search results only include users associated with endpoints. 5 Select the user(s) of interest from the list and move them to the Favorite List Members column. 6 Repeat step 4 and 5 until you’ve added the users of interest to your Favorites list and then click OK. The new list appears in the Favorites page.
20 System Reports This chapter describes the reports available through the Polycom® Converged Management Application™ (CMA®) system and how to view and export them. Use these reports to identify return on investment, troubleshoot problems, provide information about network traffic, and ensure accurate billing for Polycom video calls. The topics include: • Site Statistics Report • Site Link Statistics Report • H.
Polycom CMA System Operations Guide To view Site Statistics 1 Go to Reports > Site Statistics. The Site Statistics appear with the statistics displayed in a grid. The grid shows a snapshot of the current statistics. The data is updated automatically every 15 seconds. Column Description Site Name Specifies the site to which the statistics apply. Num of Calls Specifies the number of currently active calls for the site.
System Reports Site Link Statistics Report Use the Site Link Statistics report to check call rate and call quality statistics for all site links. You can view the data in a grid or graphically. To view Site Link Statistics 1 Go to Reports > Site Link Statistics. The SiteLink Statistics appear with the statistics displayed in a grid. The grid shows a snapshot of the current statistics. The data is updated automatically every 15 seconds 2 Polycom, Inc.
Polycom CMA System Operations Guide In the Data Limit field, enter the time frame in minutes for which to chart the data. The default is 60 minutes. d The charts are dynamically updated for your selections. The site-links are displayed in the same order as the site-link grid. H.323 Call Detail Records Report The H.323 Call Detail Record (CDR) report includes CDRs for Polycom and non-Polycom endpoints. Use data from the H.
System Reports 2 Column Description Destination Specifies the name, IP address, or alias of the endpoint that received the call. For point-to-point calls this is another endpoint. For multipoint calls using an MCU, this is the MCU. Destination Address Specifies the IP address of the endpoint that received the call. Call Type Specifies the type of call: scheduled or unscheduled. Bandwidth (Kbps) Specifies the bit rate that was used for the call.
Polycom CMA System Operations Guide 3 Configure these settings: Field Description First day of weekly archive Specifies the day on which the system will transfer archives. By default, this is Sunday. As needed, you can select a different day for the transfers. Use Secure FTP (SSL/TLS) Specifies whether or not the archives will be transferred over an encrypted Secure Sockets Layer (SSL) or Transport Layer Security (TLS) connection. By default, the system does not secure the transfers.
System Reports To view the Endpoint Usage Report 1 Go to Reports > Endpoint Usage Report. The Endpoint Usage Report page appears displaying the following information for the endpoints for which CDRs are available. Field Description Serial Number The registered serial number of the endpoint. Endpoint Name The registered name of the endpoint. Site The location at which the endpoint resides. Owner/Room The person or room to whom the endpoint is registered.
Polycom CMA System Operations Guide 7 Click Inbound to see a chart that identifies the endpoints from which the inbound calls to the selected endpoints originated. 8 Click Outbound to see a chart that identifies the endpoints to which the selected endpoints called. 9 Click Summary CDR Report to see a grid that displays information for each of the selected endpoints that participated in calls. Field Description Serial Number The registered serial number of the endpoint.
System Reports Field Description System Information Specifies the name of the selected endpoint. Model Specifies the model number of the selected endpoint. IP Address Specifies the IP address of the selected endpoint. ISDN or V.35 Number Specifies the ISDN number or V.35 number. Serial Number Specifies the serial number of the selected endpoint. For each call from the selected endpoint, the CDR information includes the following data.
Polycom CMA System Operations Guide 290 Field Description H.320 Channels The total number of ISDN B channels used in the call. For example, a 384K call would use six B channels. Endpoint Alias The alias of the far site. Endpoint Additional Alias An additional alias of the far site. Endpoint Type Terminal, gateway, or MCU. Endpoint Transport Address The actual address of the far site (not necessarily the address dialed).
System Reports Field Description Avg Packet Loss Tx The number of packets transmitted that were lost during an H.323 call. Avg Packet Loss Rx The number of packets from the far site that were lost during an H.323 call. Avg Latency Tx The average latency of packets transmitted during an H.323 call based on round-trip delay, calculated from sample tests done once per minute. Avg Latency Rx The average latency of packets received during an H.
Polycom CMA System Operations Guide Conference Type Report Use the Conference Type Report option to review monthly summary information about past CMA system conferences. To create a Conference Type Report 1 Go to Reports > Conference Type Report. An empty Conference Type Report grid appears. 2 As needed, change the From: and To: dates to select the date range for the report, and click View. The Conference Type Report for the selected date range appears. It includes the following information.
System Reports 3 Column Description Scheduled Minutes The sum of the scheduled minutes for all CMA system scheduled conferences. Executed Minutes The sum of the actual minutes for all CMA system scheduled conferences. Total Parts The sum of the participants that joined CMA system scheduled conferences. Avg Parts in MP Confs The average number of participants that joined scheduled CMA system multipoint conferences.
Polycom CMA System Operations Guide Gatekeeper Message Log Use the Gatekeeper Message Log page to: • View messages that endpoints send to the gatekeeper • Define which messages are logged • Pause and restart message logging • Clear the log • Export the log to another file Logging starts when you define the Log Settings. Logging stops only when you clear all of the Log Settings. Logging can include these types of messages: • Warnings/Errors.
System Reports Column Description Type 4 These types of messages display: • Information, which indicates normal communications between the CMA system and the endpoint. • Warning, which indicates an unscheduled call and the inability to assign E.164 and ISDN numbers to an endpoint. • Error, which indicates the registration of an endpoint or a call failed, or a lack of resources for this gateway or MCU exists. Date/Time Date and time of the event.
Polycom CMA System Operations Guide Field Description URQ Unregistration request Non Standard Message Neighbors LRQ Location request Call Details ARQ Admission request DRQ Disengage request BRQ Bandwidth request Setup 4 Click OK The CMA system begins logging the types of messages you selected. Clear Events from the Log To clear all events from the log 1 Go to Reports > Gatekeeper Message Log. 2 When the Gatekeeper Message Log page appears, click Clear Log.
System Reports Many of the CMA system components can write a System Log File when they experience an error or issue. Whether or not they do write a system log file depends upon the system log level. The following table lists some of the logs the CMA system saves. Log Name Description Log Files Related to Basic System Functionality SE200MasterService.
Polycom CMA System Operations Guide Log Name Description ComponentLog_GAB.txt .NET remoting log file that shows low-level communication errors from the GAB communications with endpoints. EXXX_LOGx.txt Log files for web services, device manager, and conference monitoring. This file includes information about successful and failed system logins and all logouts, as well as system errors, major system events, and general system information.
System Reports Log Name Description Log Files Related to Call Management Functionality Messages.txt Conference launching log used exclusively by CodecMngr process. This log contains information about the conference start up process, that is, information that the system sends to endpoints at the start of a conference. CS_.html Conference scheduling log used by the conference scheduling process. This log contains debug information on how a conference is created.
Polycom CMA System Operations Guide View and Export System Log Files Many of the CMA system components can write a System Log File when they experience an error or issue. Whether or not they do write a system log file depends upon the system log level. You can change the system log level. See “Change the System Log Level” on page 300. To view System Log Files 1 Go to Reports > System Logs. The System Log Files list appears listing the logs for the given time period.
System Reports 5 In a redundant configuration, repeat steps 1 and 4 on the redundant server. Download Windows Event Log Files You can download a .zip file that includes the Windows Event Log Files for the CMA system. The Windows Event Log Files include the operating system level application, security, and system logs. These logs store events logged by Windows system components. To download the Windows Event Logs 1 Go to Reports > System Log Files. 2 Click Download All Event Logs.
Polycom CMA System Operations Guide Log Name Description cma_audit_jserver.log Log file that captures significant Java Server application events. cma_audit_os_patches_hotfixes1.l og Log file that is created when the system first starts up. It displays the operating system updates and hotfixes applied to the CMA system. ntp.log Log file that captures time server related events. opends-access-log.txt Log file that captures activity queries sent to OpenDS. opends-audit-log.
System Reports 7 To enter the verification code, leave the dialog open, until you get the verification code from the File Verification Utility. 8 Run the File Verification Utility. 9 In the File Verification Utility dialog box, browse to the location of the backed-up file and select it, the utility will run when the file is selected. After the utility runs, a verification code will be visible in the Verification Value field. 10 In the File Verification Utility dialog, click Copy.
Polycom CMA System Operations Guide System under Secure Mode: false NETWORK CONFIGURATION System name : POLYCOM-Dell150 System IPv4 Address : 10.47.10.150 System IPv6 Address : N/A System IPv6 Link local: N/A System subnet mask : 255.255.255.0 System default gateway: 10.47.10.10 System DNS domain : pe.com System DNS server 1: 10.47.10.
System Reports CERTIFICATE INFO Certificate Common Name : CMA Self-Signed Certificate Certificate CRL Version : 0 Certificate CRL Expired : false Certificate Alias : 1.2.840.113549.1.9.
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21 System Administration Overview This chapter describes the Polycom® Converged Management Application™ (CMA®) system Dashboard, menu, and actions. It includes these topics: • Polycom CMA System Dashboard • Dashboard Buttons • Dashboard Panes • System Administration Menu Polycom CMA System Dashboard When you log into the CMA system with Administrator role and permissions, the system first displays the system Dashboard.
Polycom CMA System Operations Guide Dashboard Buttons In general, the system Dashboard displays information only. However, the following buttons are available from the Dashboard view. Button Use this button to.... Add Panes Add additional display panes to the system Dashboard. See “Dashboard Panes” on page 308. Refresh Update the page with current information.
System Administration Overview These panes are described in more detail in the following topics. Users Logged In The Users Logged In pane displays the type and number of users that are currently logged into the system. A sparkline presents the number of logins over time (30 minutes total; updated every 5 minutes so there are 6 data points on the sparkline) for each user type. The system identifies three user types by their permissions: Administrators, Operators, and Schedulers.
Polycom CMA System Operations Guide Field Description Time Source Displays the time server source (Internal or External) and the IP address of the time server. Redundancy Displays whether or not the system is configured for redundancy. The Redundancy field may also show two configuration errors: Need Virtual IP or Secondary Is Down. Remote Alerts Displays whether or not the system is configured to send remote alert notifications.
System Administration Overview Field Description Total Memory The total amount of RAM on the CMA system. Free Memory The amount of free RAM space on the CMA system. Partition [C:] Memory The amount of used and unused capacity on the CMA system partition C. Partition [D:] Memory The amount of used and unused capacity on the CMA system partition D. Partition [E:] Memory The amount of used and unused capacity on the CMA system partition E.
Polycom CMA System Operations Guide Service Manages the system’s... Comment Polycom Conference Scheduling Service Conference scheduling processes Essential Polycom Device Manager Device management processes Essential Polycom DialRuleService Dial rule management processes Essential Polycom Gatekeeper Gatekeeper processes Essential Polycom JServer Java processes including LDAP, SNMP, device management, Site Topology, and dynamically-managed device logins and provisioning.
System Administration Overview Field Description Call Model Describes how the CMA system routes selected H.225 call signaling messages. Possible values include: Routed or Direct. For more information, see “Routing Mode” on page 398. Neighbors Displays the number of neighboring gatekeepers identified for the CMA system. Alternate Configured Displays whether or not the CMA system has an alternate gatekeeper identified.
Polycom CMA System Operations Guide Field Description Ready to Launch Displays the subset of conferences that are scheduled to start in the next 10 minutes and that have passed the resource tests that the system executes before launching a conference. Ready to Launch with Device in Call Displays the subset of conferences that are scheduled to start in the next 10 minutes and that have passed the resource tests but that still have one or more devices in another call.
System Administration Overview • The number of monitored endpoints that are Online • The number of monitored endpoints that are Offline In addition, the Endpoints pane identifies any monitored endpoints that are experiencing alert conditions. If you click on an endpoint in the list, the system displays the Endpoint > Monitor View. Finally, click View Endpoint to see the Status, Name, Alias, IP Address, Owner, and Site for the monitored endpoints.
Polycom CMA System Operations Guide Failed Enterprise Directory Login Attempts The Failed AD Login Attempts pane displays: • The total number of Failed Logins for Active Directory users in the last 24 hour period. • The domain\username for the Active Directory users whose login attempts failed and how many times they failed. Click the domain\username to view the date and time for the failed attempts.
System Administration Overview The MCU Status pane for an individual MCU displays the following information: Field Description Errors Displays the number of alarms on the MCU. Warnings Displays the number of conferences that are active on the MCU at the current time. Active Conferences Displays the number of active conferences currently being hosted by the MCU. Number of Audio Ports Displays the number of dedicated audio ports configured on the MCU.
Polycom CMA System Operations Guide Selection Use this selection to... Software Updates Manage (add, edit, and delete) automatic or scheduled software update packages. Rooms Manage (add, edit, and delete) rooms in the CMA system directory. Areas Manage Areas for a CMA system. Directories Manage the directories available to the CMA system including the enterprise directory, address books, or Global Address Book.
System Administration Overview Polycom, Inc. Selection Use this selection to... Uploads Upload SIP URI data to the CMA system. Troubleshooting Utilities Access all of the troubleshooting information and utilities the CMA system has available. Report Administration Configure report administration settings including retention periods, etc.
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22 Conference Setup Overview This chapter describes information about conference templates, options, and settings within the Polycom® Converged Management Application™ (CMA®) system. Two types of configuration settings relate to scheduled conferences: • Conference Templates define most of the settings that become the defaults for a conference. • Conference Settings are global system-wide settings that apply to all scheduled conferences.
Polycom CMA System Operations Guide Field Description General Settings Name Enter a unique and meaningful name for the template, which can be up to 32 characters long. Description Enter a meaningful description (ASCII only) of the conference settings template. Audio-Only Template Select this option to designate the template as an audio-only template. Selecting this option disables many settings. Supported MCUs Specify the supported MCU type.
Conference Setup Overview Field Description Video Mode Sets the video layout for the conference. The default is Video Switching Mode. To change to a Continuous Presence layout or mode, click the switching icon and select a layout option. The video mode determines the initial layout on an endpoint’s display during a multipoint conference. This option requires an MCU.
Polycom CMA System Operations Guide Field Description Speed (Kbps) Sets the speed for the conference, which applies to both point-to-point and multipoint calls. Possible values for Polycom MGC systems are between 96 to 1920 Kbps and Bridged Audio. The default is 384 Kbps. Note If you use an RMX profile for conferences that land on an RMX system, the speed designated here is used to reserve bandwidth and must match the line rate defined in the RMX profile that is identified in the Profile Name field.
Conference Setup Overview Field Description Video Algorithm Sets the compression algorithm that the MCU uses to process video. Possible values include: • Auto • H261. An ITU standard designed for two-way communication over ISDN lines and supports data rates which are multiples of 64Kbit/s. H.261 supports CIF and QCIF resolutions. • H263. Based on H.261 with enhancements that improve video quality over modems. It supports CIF, QCIF, SQCIF, 4CIF and 16CIF resolutions. • H264 The default is Auto.
Polycom CMA System Operations Guide Field Description T120 Rate Determines whether T.120 is enabled, and if so, the default transfer rate. Enable this setting when you have equipment that supports T.120 display of data. Options are: 6.4, 14.4, 16, 22.4, 24, 30.4, 32, 38.4, 40, 46.4, 54.4, and 62.4. Note Because this setting uses resources on the MCU device, it is recommended that you select None. Audio Algorithm Sets the compression algorithm that the MGC uses to process audio. The default is Auto.
Conference Setup Overview Field Description RMX General Settings > Conference Settings Video switching (VSW) In Video Switching mode, all participants see the same video picture (full screen). The current speaker is displayed in full screen on all the participants’ endpoints, while the speaker sees the previous speaker. Switching between participants is voice-activated; whenever a participant starts to speak, he or she becomes the conference speaker and is viewed on all screens.
Polycom CMA System Operations Guide Field Description Encryption Activate encryption for the conference LPR Activate lost packet recovery (LPR) for the conference. Note: LPR can be enabled for VSW conferences, but H.320 and SIP participants will not be able to connect. Auto terminate When selected (default), the conference automatically ends when the termination conditions are met: • Before first joins — No participant has connected to a conference during the n minutes after it started.
Conference Setup Overview Field Description Video clarity (MPM+ and MPMx only) Applies video enhancing algorithms to incoming video streams of resolutions up to and including SD. Clearer images with sharper edges and higher contrast are sent back to all endpoints at the highest possible resolution supported by each endpoint.
Polycom CMA System Operations Guide Field Description RMX Video Settings Send content to legacy endpoints (MPM+ and MPMx only) Content can be sent to H.323/ SIP/ISDN endpoints that do not support H.239 content (legacy endpoints) over the video (people) channel. This option is not available if you select any of any of the following: • Video switching (VSW) option (RMX General Settings) • Same layout option Notes: When enabled, additional video resources are allocated to the conference.
Conference Setup Overview Field Description Telepresence mode (v6) The possible values are: • Auto (Default) - If any ITP (Immersive Telepresence) endpoints are detected, ITP features are applied to the conference video for all participants.The ITP features are dynamic. If all ITP endpoints disconnect from the conference, normal conference video resumes for all participants. ITP features resume for all participants if an ITP endpoint reconnects to the conference.
Polycom CMA System Operations Guide Field Description RMX Skins Select the skin you want. Skins modify the background and frames. With the top two skin options, the frames fill the screen with their borders touching.
Conference Setup Overview Field Description RMX Recording Enable recording Enables the recording settings. If no Recording links are found, an error message is displayed. Record conference The possible values are: Recording link (v7) • Immediately – Conference recording is automatically started upon connection of the first participant. • Upon request – The operator or chairperson must initiate the recording (manual). Enter the name of the Recording link you want to use.
Polycom CMA System Operations Guide • When creating new templates, give them meaningful purposes and names so that your users can easily identify the differences between template choices. For example, identify templates according to maximum bit rate, specific features implemented by the template (for example, Lecture Mode or Chairperson Control), and/or supported MCU type (MGC or RMX).
Conference Setup Overview Field Description Allow overbooking of dial-in participants Select this option to allow schedulers to schedule dial-in participants to dial into multiple conferences, but the system reserves resources for the participant for only the first scheduled conference Conference and chairperson passcode length Designate the required length of the system-generated conference and chairperson passcodes. The acceptable length for both of these passcodes is 9 to 16 characters.
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23 Conference Setup Operations This chapter includes information about conference options and tasks within the Polycom® Converged Management Application™ (CMA®) system.
Polycom CMA System Operations Guide Add a Conference Template To add a conference template 1 Go to Admin > Conference Templates. 2 On the Conference Templates list, click Add 3 Complete the General Info and MCU Settings sections of the Add Conference Template dialog box first. Your selection for MCU Settings affect your choices in the Video Settings section. For more information on the Add Conference Template dialog box, see “Conference Templates” on page 321.
Conference Setup Operations Delete a Conference Template To delete a conference template 1 Go to Admin > Conference Templates. 2 On the Conference Templates list, select the template of interest and click Delete . 3 Click Yes to confirm the deletion. Set Conference Settings To specify conference settings 1 Go to Admin > Conference Settings. 2 On the Conference Settings page, make the required selections. “Conference Settings” on page 334. 3 Click Update.
Polycom CMA System Operations Guide Overbooking Dial-in Participants In the CMA system, an administrator can configure the system to allow schedulers to overbook dial-in participants. In this case, dial-in participants can be scheduled to dial into multiple conferences, but the system reserves resources for the participant for only the first scheduled conference. Dial-out participants cannot be scheduled into multiple conferences.
Conference Setup Operations Edit Customized Text in E-mail Notifications To edit the customized text in all conferencing E-mail notifications 1 Go to Admin > Server Settings > E-mail. 2 To change the introductory text, replace the text in the Text at the Beginning of the Reminder E-mail section of the E-mail page with the new text you want to appear at the start of all conferencing E-mail notifications. This text field is limited to 650 characters.
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24 Room Overview and Operations This chapter describes how to set up rooms in the Polycom® Converged Management Application™ (CMA®) system. It includes these topics: • View the Rooms List • Add a Local Room • Add an Enterprise Room • Edit a Room • Delete a Room Local and Enterprise Meeting Rooms The CMA system allows a user assigned the default Administrator role to manage local and enterprise meeting rooms and the endpoints associated with those meeting rooms.
Polycom CMA System Operations Guide View the Rooms List To view the Rooms list Go to Admin > Rooms. The Rooms list appears. It can be filtered by Site. Column Description Room Name The unique and required name of the room. Description The optional description of the room. Site The location of the room as identified in the site topology. Associated Endpoints The primary endpoint associated with this room. A set of ellipses (...) indicates the room has more than one associated endpoint.
Room Overview and Operations Field Description Site The site in which the room is located. Note Rooms and the endpoint associated with them must be assigned to the same site. Email (Optional) The E-mail address of the room administrator. Associated Endpoints 5 Available Endpoints The list of unassigned endpoints that are managed by the CMA system. Selected Endpoints The list of endpoints assigned to the room. The endpoint at the top of the list is the primary endpoint.
Polycom CMA System Operations Guide 3 To find a room in the enterprise directory: a In the Search Value field, type in the first few characters of the room name. The system does a prefix search of the appropriate fields. b Click Search. A list of the enterprise users and rooms that meet the search criteria appears. If the search found more than 500 matching entries, only the first 500 are displayed. c Select the room of interest and click Define Details.
25 Area Overview and Operations This chapter describes how to set up areas in the Polycom® Converged Management Application™ (CMA®) system.
Polycom CMA System Operations Guide Areas also limit access to directory entries. For example, a user associated with Area1 will not see a user associated with Area2 in the directory. However, the Area1 user can call the Area2 user with the correct H.323 address. To implement areas, complete the following tasks 1 Enable, Configure, and Customize Areas As a best practice, create an Area Administrator role. Assign that role to the people you want to administer devices in areas but not the CMA system itself.
Area Overview and Operations • Endpoints and network devices can be assigned to only one area. • Users can be associated with more than one area. • Schedulers can only schedule endpoints assigned to the same area the scheduler is associated with. • If you set up areas to correspond to sites, you must also set up site links between each site to permit calls between sites. View Areas You can view the list of existing areas from Admin > Areas. The following information is available.
Polycom CMA System Operations Guide Create Area Administrator Role As a best practice, create an area administrator role to separate CMA system administration from area administration. To create an area administrator role 1 Go to User > User Roles. 2 On the User Roles page, click Add. 3 Complete the Name and Description fields of the Add Role dialog box and assign the desired permissions to the new role. At a minimum, add Associate Devices to Area permission to this role. 4 Click Save.
Area Overview and Operations Add Areas When you add areas, you can assign devices and users to the area. Note If the Areas option on your CMA system has been customized and renamed, the CMA system user interface will use that custom terminology. To add areas 1 Go to Admin > Areas and click Add. 2 In the Add an Area dialog box, enter the Area Name and Description. 3 To associate devices with the area, click Associate Devices. 4 As needed, use the Filter to customize the device list.
Polycom CMA System Operations Guide 2 Click Associate Area. The Assign Area to Endpoints or Assign Area to Network Devices dialog box appears with a list of endpoints or network devices. 3 Select the devices to assign to an area. 4 From the Assign Area drop-down, select the area to assign. 5 Click Assign Area. Associate Users with Areas You can associate one or more users with an existing area. A user can be assigned to as many areas as needed.
Area Overview and Operations Change Area Association for Users To remove area associations from users 1 Go to Admin > Areas and click Manage Members. 2 In the Manage Members dialog box, enter the name for the user of interest in the Search Users field and press Enter. Note Searches for a user are case-insensitive, prefix searches of the Username, First Name, and Last Name fields. 3 Select the user of interest and click the right arrow. 4 Click Unassign Areas.
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26 Directory Operations This chapter describes the Polycom® Converged Management Application™ (CMA®) enterprise directory integration and operations.
Polycom CMA System Operations Guide Directory Management Supported Configurations There are many possible configurations available within Microsoft Active Directory, some of which are not fully supported by the CMA system. This section describes the implications of different Microsoft Active Directory configurations for integrating with the CMA system. Multiple Forests Microsoft Active Directory may be set up in either a single-forest or multi-forest configuration.
Directory Operations Note An Active Directory forest with a functional level of Windows 2000 Mixed mode only supports Universal Distribution groups. Windows 2000 Native mode, Windows 2003 Mixed, and Windows 2003 forest functional levels support Universal Security and Distribution groups. In addition to leveraging Active Directory Universal groups, the CMA system also has Local groups, which you can use to grant a standard set of rights to multiple users or groups.
Polycom CMA System Operations Guide • Security: Local accounts have their own passwords, which are stored on the CMA system. Active Directory user accounts maintain the same users' Active Directory credentials and password complexity policies, which are validated by the domain controllers.
Directory Operations Accounts Required for the CMA System CMA System Service Account Before integrating the CMA system with an Active Directory forest, you must create a service account for it in Active Directory. This service account is a read-only user account that the CMA system uses to perform LDAP queries against your Active Directory Global Catalog.
Polycom CMA System Operations Guide Expressions in the Base DN and exclusion filter fields must be formatted according to RFC-4514, section 2.4. Some special characters are allowed in the BaseDN field.
Directory Operations Therefore, to use these character as part of a name, they must be preceded in the Base DN field by a backslash. For example, the baseDN of an ou named "tom,ann,bob" in the "myteam.example.com" domain must be entered as: ou=tom\,ann\,bob\ dc=my team,dc=example,dc=com Or the baseDN of an ou named "#+,=<>\ " in the "mydomain.example.
Polycom CMA System Operations Guide The following table illustrates some more advanced examples of exclusion filter expressions. Search baseDN expression Description !(| (memberof=CN=Sales,DC=europe,DC=example,DC=com) (memberof=CN=IT,DC=europe,DC=example,DC=com)) Includes only users that are members of the ‘Sales’ or ‘IT’ Groups in the domain europe.example.com. Notes: &(objectCategory=person)(objectClass=user)(userAccountContr ol:1.2.840.113556.1.4.
Directory Operations Note Because the CMA system uses NTLMv2, the password is not stored within and the CMA system never receives the user's password. Some important notes about the CMA system Active Directory integration: • The CMA system is not joined to the domain. Other computers on the network cannot browse its file system and it cannot be managed remotely by existing IT mechanisms such as SMS. • The CMA system does not modify the Active Directory in any way.
Polycom CMA System Operations Guide Enabling the Integrate with Enterprise Directory Server option also allows endpoint users to select conference participants and rooms from the enterprise directory. Because endpoint connections to LDAP use the endpoint user’s credentials, the Active Directory access control lists identify which endpoint users and rooms each user can see. Note The CMA system supports only the Microsoft Active Directory for its enterprise directory.
Directory Operations Select the Password never expires option, unselect the User cannot change password option, click Next and then Finish. 5 Notes • You can reset the password for this account manually, but to do so you must change it in Active Directory first and then update the CMA system LDAP Server page. • The service account requires the rights to read all properties on all users and groups that will be used in the CMA system. Without these permissions, it may not function properly.
Polycom CMA System Operations Guide Notes • Performing the net user command on any machine other than a domain controller will not assign the computer account password for the CMA system computer account. • At initial integration, the CMA System will change its Computer Account password to a random 120 character string including special characters. This password will also be changed, to a new randomly generated password, every time the CMA System is rebooted, or every week if no reboots are performed.
Directory Operations Setting Description Security Level The level of security on the connection between the CMA system and the enterprise directory server. Possible values include: • Plain—No security on the connection • LDAPS—The connection is secured over outbound port 3269 using LDAP-S in a manner similar to https. If the “Domain Controller: LDAP Server signing requirements” setting on the Active Directory server is set to “Require Signing”, then you must use LDAPS to secure the connection.
Polycom CMA System Operations Guide Note To allow CMA system users who enter their network usernames and passwords to log into the CMA system and select conference participants from your company’s active directory, see “Integrate with Enterprise Directory Server Option” on page 363. To delegate authentication to the enterprise directory server 1 Go to Admin > Directories > Enterprise Directory. 2 On the Enterprise Directory page, select Allow delegated authentication to enterprise directory server.
Directory Operations 2 In the Directory page, select Include dynamically-managed devices in the Global Address Book. 3 Click Update. Remove or Include Guest Book Entries in the Directory By default the CMA system includes Guest Book entries in the endpoint directory, regardless of whether the endpoint directory is the Global Address Book or the enterprise directory. To remove Guest Book entries from the endpoint directory 1 Go to Admin > Directories > Directory Setup.
Polycom CMA System Operations Guide 3 Click Update. Configure LDAP Settings In addition to configuring directory listing support in the directory set up, you need to also ensure that the LifeSize endpoint is configured to use the RealPresence CMA system’s LDAP settings. You can provision these through a scheduled provisioning profile or configure them manually on the endpoint.
27 Directory Setup Operations This chapter describes how to manage the Global Address Book in the Polycom® Converged Management Application™ (CMA®) system. It includes these topics: • View the Global Address Book • Set or Change the GAB Password View the Global Address Book The Polycom Global Address Book is a system managed endpoint directory that allows users with video endpoints to look up and call other users with video endpoints in their video communications network.
Polycom CMA System Operations Guide The user information found in the Global Address Book includes: Column Description Owner The associated user or resource ID. Name The name of the registered endpoint. GAB Display Name The name of the registered endpoint as it will be displayed to other endpoint users. This display name is an ASCII only field. Type The type of endpoint. IP Address The IP address of the endpoint. Phone Number The phone number of the endpoint.
28 Multiple Address Books This chapter describes how to set up multiple address books in the Polycom® Converged Management Application™ (CMA®) system.
Polycom CMA System Operations Guide Notes • Multiple Address Book functionality works in Maximum Security Mode based upon LDAP only. • An endpoint must be associated with a User and the User must be in a Group in order to specify an address book. How Multiple Address Books Work Use address books to limit access to people and endpoints. For example, you can set up separate address books for each department in your organization.
Multiple Address Books View the Address Book List and Details To view the address book list and details 1 Go to Admin > Directories > Address Books. The Address Book list appears, with details of the selected address book in the right pane. 2 Column Description Priority The priority affects which address book a user sees. For example, if a user is a member of two different groups and each group is assigned a different address book, the user will see the address book that is higher in priority.
Polycom CMA System Operations Guide 3 Complete the fields in the Add an Address Book dialog box. Field Description Address Book Information Name A meaningful name to identify this address book. Description A brief description of the address book. Address Book Tiers 4 New Tier Select where you want to add a tier and click to add a new tier to the address book. Edit Tier Name Select a tier and click to change a tier name. Delete Select a tier and click to delete a tier.
Multiple Address Books 7 To associate groups with this address book, click Associate Groups. The Address Book/Tier column shows all of the address books the groups appear in. 8 a Use the Filter to customize the list. b Select the groups you want and click Specify Tier. c Select the tier you want for the groups and click OK. To associate guests with this address book, click Associate Guests. The Address Book/Tier column shows all of the address books the guests appear in.
Polycom CMA System Operations Guide Field Description Address Book Tiers 5 New Tier Select where you want to add a tier and click to add a new tier to the address book. Edit Tier Name Select a tier and click to change a tier name. Delete Select a tier and click to delete a tier. To associate users with this address book, click Associate Users. The Address Book/Tier column shows all of the address books the users appear in. a Search for the users you want to associate.
Multiple Address Books d To delete a room from the address book, select the room and click Delete. The room is removed from the address book, but remains in the CMA system. 8 To associate groups with this address book, click Associate Groups. The Address Book/Tier column shows all of the address books the groups appear in. a Use the Filter to customize the list. b Select the groups you want and click Specify Tier. c Select the tier you want for the groups and click OK.
Polycom CMA System Operations Guide To assign an address book to a group 1 Go to User > Groups. 2 Select the group you want to assign. 3 In the Edit Local Group dialog box, select address book you want from the Assign Address Book drop-down list. 4 Click OK. Viewing the Address Book a User is Assigned To You can see which address book a user is assigned to. The address book assignment controls the address book entries a user or endpoint can access.
Multiple Address Books 3 Click Delete. A confirmation message appears. 4 Click Yes. Change Address Book Priority You can change the priority of address books. The priority determines which address book a user sees. For example, if a user is a member of two different groups and each group is associated with a different address book, the user will see the address book that is higher in priority. The All Entries address book always has the highest priority and None always has the lowest priority.
Polycom CMA System Operations Guide To set the default address book 1 Go to Admin > Directories > Address Books. 2 Click Set Default. 3 In the Default Address Book dialog box, select the option you want: — All Entries—Default setting. All users, endpoints, groups, rooms, and guests are in one address book and all have access to all address book entries. — None— No directory entries will be available. — Specify—Select the address book you want as the default. 4 Click OK.
29 Polycom CMA System Setup Overview This chapter provides an overview of the Polycom® Converged Management Application™ (CMA®) System Setup menu.
Polycom CMA System Operations Guide Selection Description Gatekeeper Settings By default the CMA system is made the primary gatekeeper during the First Time Setup process. Use the Gatekeeper Settings option to modify the primary gatekeeper behavior or to add an alternate gatekeeper or neighboring gatekeepers. Gatekeeper Settings affect how devices register and calls are made in your video communications network.
Polycom CMA System Setup Overview key into the system, it overwrites the Default Trial key. When applied to the system, an expansion license pack augments the device license count. For example, applying a 1000-device expansion license pack to a baseline CMA 5000 system will yield a total license count of 1500 concurrent licenses. Where applicable, the number of concurrent calls supported by a CMA system is derived from the number of device licenses at a 3/10 ratio (calls/devices).
Polycom CMA System Operations Guide Polycom CMA System Site Topology and Dial Plan Set Up Site topology information describes your network and its interfaces to other networks, including the following elements: • Site — A local area network (LAN) that generally corresponds with a geographic location such as an office or plant. A site contains one or more network subnets, so a device’s IP address identifies the site to which it belongs.
Polycom CMA System Setup Overview The CMA system site topology function uses a dynamic, embedded mapping tool that graphically displays the sites, clouds (network and Internet), and site links (site-to-site or site-to-cloud) in your network.
Polycom CMA System Operations Guide Column Description Country Code The country code for the country in which the site is located. Area Code The city or area code for the site. Do not include a leading zero. For example, the city code for Paris is 01; however, enter 1 in this field. Max Bandwidth (Mbps) The total bandwidth limit for audio and video calls. Max Bit Rate (Kbps) The per-call bandwidth limit for audio and video calls. Note Bit rate is not the same as bandwidth.
Polycom CMA System Setup Overview Field Description # of Digits in Subscriber Number The number of digits in a phone number. For example, in the United States, subscriber numbers may have seven digits or ten digits depending upon the region. Default LCR Table The default least-cost routing table (LCR) for this site. This LCR table is used for all calls originating from devices associated with this site. The default is None. Assignment Method The ISDN number assignment method for the site.
Polycom CMA System Operations Guide Field Description # Digits in Short Phone Number Enter the number of digits in the short form of the dialing number. • For example, in the United States, internal extensions are usually four or five digits. • This number indicates what part of the dial string is sent to the gatekeeper for address resolution in gateway + extension dialing. ISDN Number Range Start The starting ISDN number to assign automatically to IP devices.
Polycom CMA System Setup Overview Field Description Allowed via H.323 aware SBC or ALG Enables call routing via the Internet, using an H.323-aware SBC (Session Border Control) or ALG (Application Level Gateway) server. Note For an outbound call to the Internet, you must enter the firewall gateway service (for example, a Polycom VBP appliance) code before the IP address in the dial string. Call Signaling IP Address IP address of the SBC or ALG server. Supports only IPv4 addresses.
Polycom CMA System Operations Guide Site Links The Site Links page lists the links defined in the site topology. A link can connect two sites, or it can connect a site to an MPLS network cloud (see “Network Clouds” on page 102). Use the commands in the Actions list to add, edit, or delete a site link. See “Add/Edit Site Link Dialog Box” on page 392 for a description of the fields in the site list.
Polycom CMA System Setup Overview Territories The Territories page contains a list of the territories defined in the site topology. On the right, it displays information about the selected territory. A territory is a set of one or more sites for which a CMA system is responsible. By default, there is one territory named Default CMA Territory, and its primary node (the CMA system responsible for it) is set to this system. Use the commands in the Actions list to add, edit, or delete a territory.
Polycom CMA System Operations Guide Network Clouds The Network Clouds page contains a list of the MPLS (Multiprotocol Label Switching) network clouds defined in the site topology. Use the commands in the Actions list to add, edit, or delete an MPLS cloud. See the Cloud Info section of the “Add/Edit Network Cloud Dialog Box” on page 394 for a description of the fields in the Network Clouds list.
Polycom CMA System Setup Overview Default, Redundant, Alternate, and Neighboring Gatekeepers Default Gatekeeper Typically during the First Time Setup process, the CMA system is designated as the default gatekeeper and the default gatekeeper settings are implemented.
Polycom CMA System Operations Guide Alternate Gatekeeper Within the CMA system, you can designate an alternate gatekeeper. In this case, when an endpoint or other device registers with the CMA system gatekeeper, the system sends back the alternate gatekeeper information to the endpoint. Then, if communication with the CMA system fails, the endpoint will attempt to register with the alternate gatekeeper.
Polycom CMA System Setup Overview Devices register with the system designated as the default gatekeeper, unless that gatekeeper is down. Then devices register with the system designated as the alternate gatekeeper. When registering, devices send a variety of settings to the gatekeeper including their IP address, one or more H.323 IDs, and one or more E.164 aliases. These settings appear in the CMA system as Device Details.
Polycom CMA System Operations Guide Routing Mode The CMA system has two routing modes. Direct Mode In this simplest gatekeeper mode, the CMA system gatekeeper resolves IP addresses to their E.164 addresses and aliases (similar to the function of a domain name server) and grants endpoints permission to place calls. Once the gatekeeper performs these two functions, it plays no further role in the call. Call signaling and media streams are sent directly between the endpoints in the call.
Polycom CMA System Setup Overview In Routed mode, the number of concurrent calls supported by a CMA system is derived from the number of device licenses at a 3/10 ratio (calls/devices). So, for example, a system in Routed mode licensed for 5000 devices supports up to 1500 calls.
Polycom CMA System Operations Guide Polycom Conferencing for Microsoft Outlook, Reservationless Conferencing, and Calendaring Management The CMA system can also be used to provision Polycom Conferencing for Microsoft Outlook, which is reservationless conferencing. When you use this method: • Video bridge, network resources, and video endpoints are not reserved at the scheduled time. • A Polycom RMX or DMA system is required to locate available bridge resources when the meeting begins.
Polycom CMA System Setup Overview Polycom CMA System Integration with Microsoft Lync Server 2010 or Microsoft Office Communications Server 2007 The CMA system supports the integration of selected Polycom endpoints with Microsoft® Lync™ Server 2010 or Microsoft® Office Communications Server 2007. Integration with these unified communications servers allows Polycom HDX system users to see client users who have been added to the Polycom HDX system Favorites list and place audio and video calls to them.
Polycom CMA System Operations Guide Notes • The CMA system Global Address Book lists endpoints. Endpoints may or may not have users or rooms associated with them. On an endpoint, the Global Address Book does not list users unless they have endpoints associated with them. • If your company has more than 100 endpoints, don’t limit the Global Address Book on the endpoint side or the endpoint user won’t have access to all Global Address Book entries.
30 Server Setting Operations This chapter describes how to update the Polycom® Converged Management Application™ (CMA®) system configuration settings, many of which were entered during First Time Setup.
Polycom CMA System Operations Guide 2 Configure these settings on the Network page, as necessary. Field Description System Name The NetBIOS name (ASCII only) of the CMA system server. Must be between 6 and 16 characters long; dashes and underscores are valid characters. IPv4 Address The static IPv4 address for the CMA system. IPv4 Subnet Mask The network subnet mask for the CMA system IP address. IPv4 Default Gateway The static IP address of the CMA system gateway.
Server Setting Operations 2 Configure these settings on the System Time page, as necessary. Field Description System Time Zone The time zone in which the CMA system server resides. Auto adjust for Daylight Saving? Select this option to adjust the clock automatically for daylight savings time. Use Current Time Select this option to input the current date and time.
Polycom CMA System Operations Guide To associate sites with Microsoft Exchange servers by IP address or DNS name 1 Go to Admin > Server Settings > Calendaring Management. 2 In the Manage Calendaring dialog box, click Calendared Sites. The Specify Calendaring Exchange Servers page appears listing the sites defined on the CMA system. 3 Select the check box for each of the sites you need to associate with a single Exchange server and then click Specify Exchange Server.
Server Setting Operations 5 Click Save. The profiles appear in the calendared profiles list below. 6 Repeat steps 3 through 5 for each set of profiles to which you need to assign calendaring settings. Provision the Exchange Mailbox for Calendaring Service-enabled Endpoints To use Polycom Conferencing for Outlook (PCO), a Polycom endpoint system must have a mailbox on the assigned Exchange server, and the Exchange server must authenticate the endpoint before it can access its mailbox.
Polycom CMA System Operations Guide Provision Group for Microsoft Lync or Microsoft Office Communications Server Integration You have set up the Microsoft Lync or Office Communications Server group that needs to be provisioned to endpoints in each automatic provisioning profile. This controls the directory that endpoints can see. Notes • You cannot provision integration with a Microsoft Lync or Office Communications Server via scheduled provisioning.
Server Setting Operations To provision SIP for integration with Microsoft Lync or Office Communications Server 1 Go to Admin > Dial Plan and Sites > Sites. 2 In the Sites page, select the site of interest and click Edit Site Provisioning Details. 3 In the Edit Site Provisioning Details dialog box, click SIP Settings and select these options. Settings not listed below are optional, based on the configuration of your systems Polycom, Inc.
Polycom CMA System Operations Guide 4 Fields Description SIP Server Type Specify whether the SIP registrar server is a Microsoft Office Communications Server or a Microsoft® Lync™ Server 2010. Enabling this setting activates integration features such as the Microsoft global directory and Office Communicator contact sharing with presence. Verify Certificate Enable this option when the endpoint system’s certificate should be verified by the certificate authority.
Server Setting Operations Add Polycom CMA System Licenses Adding licenses to your CMA system is a two step process: • Request a Software Activation Key Code. • Enter the Polycom CMA System Activation Key These processes are described in the following topics. Request a Software Activation Key Code To request a software activation key code 1 In a separate browser page or tab, log into the CMA system server as an administrator.
Polycom CMA System Operations Guide 2 Enter the new activation key into the Add New License > Activation Key field and click Add. (Note that the field is ASCII only.) Reclaim Polycom CMA Desktop Licenses To set the threshold for reclaiming inactive Polycom CMA Desktop licenses 1 Go to Admin > Server Settings > Licenses. 2 Change the Threshold value in the Reclaim Inactive CMA Desktop Licenses section of the Licenses page. To reclaim licenses more quickly, lower the threshold.
Server Setting Operations Add or Remove a Polycom CMA Desktop Custom Logo You can add your company logo to the Polycom CMA Desktop user interface. This logo will be displayed on the application user interface before the user logs in. The following illustration shows the default Polycom CMA Desktop user interface and a customized Polycom CMA Desktop user interface.
Polycom CMA System Operations Guide In the Current CMA Desktop Logo section of the Custom Logos page, click Restore Default. 2 Once a user logs in, is provisioned, and then logs out, the default logo will be displayed on the CMA Desktop user interface. Edit the Polycom CMA System E-mail Account To edit the CMA system e-mail account 1 Go to Admin > Server Settings > E-mail.
31 Polycom CMA System SNMP This chapter provides a discussion of the Polycom® Converged Management Application™ (CMA®) SNMP support.
Polycom CMA System Operations Guide Polycom recommends using a MIB browser to explore the CMA system MIB. A copy of the MIB can be downloaded from the CMA system. For more information go to “Download Polycom CMA System MIB Package” on page 422. The CMA system MIB is self-documenting including information about the purpose of specific traps and inform notifications.
Polycom CMA System SNMP Polycom CMA System SNMP Operations This section describes the CMA system SNMP operations including: • Enable SNMP Messaging • Edit the SNMP Settings for a Polycom CMA System • Add an SNMP Notification Receiver • Configure Alert Thresholds • Download Polycom CMA System MIB Package Enable SNMP Messaging To enable SNMP messaging you must perform the two tasks: • Edit the SNMP Settings for a Polycom CMA System • Add an SNMP Notification Receiver Edit the SNMP Settings for
Polycom CMA System Operations Guide Setting Description Port Specifies the port that the CMA system uses for general SNMP messages. By default, the CMA system uses port 161. Community For SNMPv2c, specifies the context for the information, which is the SNMP group to which the devices and management stations running SNMP belong. The CMA system has only one valid context—by default, public—which is identified by this Community name.
Polycom CMA System SNMP Setting Description Encryption Type For SNMPv3, specifies the privacy protocol for the connection between the CMA system and the SNMP agent. The CMA system implements communication with authentication and privacy (the authPriv security level as defined in the USM MIB). Possible values for privacy protocol are: Encryption Password 4 • DES—Uses a 56 bit key with a 56 bit salt to encrypt the SNMPv3 packet.
Polycom CMA System Operations Guide Setting Description Trap/Inform Specifies the type of information that should be sent to the host receiver. Possible values are: SNMP Version • Inform—An unsolicited message sent to a notification receiver that expects/requires a confirmation message. Introduced with SNMP version 2c, this option is not supported by systems that only support SNMP version 1.
Polycom CMA System SNMP Setting Description Encryption Type For SNMPv3, specifies the privacy protocol for the connection between the CMA system and the notification receiver. The CMA system implements communication with authentication and privacy (the authPriv security level as defined in the USM MIB). Possible values for privacy protocol are: Encryption Password • DES • AES For SNMPv3, specifies the password to be associated with the privacy protocol.
Polycom CMA System Operations Guide Threshold Description Average CPU usage alert threshold Whenever the average system CPU usage (over all CPUs as identified in the CMA Info Dashboard pane) exceeds this threshold for the length of time identified in the Average CPU usage alert threshold window, the system sends an alert and an SNMP trap. Valid values for this threshold are between 1-100%. By default, this threshold is set to 95%. A threshold setting between 90-100% is recommended.
Polycom CMA System SNMP To download the MIB package for a CMA system Polycom, Inc. 1 Go to Admin > SNMP Settings. 2 Click Download CMA MIBs. 3 In the CMA MIBs dialog box, select the MIB of interest. Name Description Brcm-adapterInfo-MIB The interface table (ifTable) shows addresses, physical addresses, names, descriptions etc. of the network interfaces DCS3FRU-MIB Contains all the field replaceable unit names, serial numbers, and revisions for the Polycom-branded Dell server.
Polycom CMA System Operations Guide Name Description SNMPv2-SMI A definition file for standard conventions included for reference. SNMPv2-TC A definition file for standard conventions included for reference. StorageManagement-MIB Monitoring and information about the hard disks and RAID configuration on the server. Polycom recommends using a MIB browser to explore the CMA system MIB. However, a printed copy of the MIB is available in “Polycom CMA System SNMP” on page 415.
32 Database Operations This chapter describes the Polycom® Converged Management Application™ (CMA®) database integration and operations.
Polycom CMA System Operations Guide The Simple Recovery Model should be enabled for SQL backup mode. Internal Databases The CMA system automatically optimizes its internal database on an ongoing basis. It backs up its internal databases daily. The backup files are stored on the system’s hard disk. The CMA system maintains the last four internal backups. To keep backups for a longer time period, copy them regularly to a different location.
Database Operations Database Restoration This section describes how to restore an internal CMA system database. To restore from an external Microsoft SQL Server databases, use Microsoft SQL Server Management Studio. Refer to your Microsoft SQL Server Management Studio documentation for more information. You can migrate databases as follow. From... To...
Polycom CMA System Operations Guide • Error and Usage Report Settings are optional. Integrate a Polycom CMA System to an External Database To integrate a CMA system with an external database 1 Using the Microsoft SQL Server Configuration Manager, change the SQL Server keep alive checks (typically, SQL Server 2005 Network Configuration > Protocols for MSSQLSERVER > TCP/IP > KeepAlive) to 3,600,000 milliseconds. 2 At the CMA system interface, go to Admin > Server Settings > Database.
Database Operations To copy the CMA system database backup files using the web interface 1 At the CMA system interface, go to Admin > Database Backup Files. The Database Backup Files list appears showing all of the backup files stored on the CMA system. Files with a timestamp included in the name are system-generated backup files. Files without a timestamp are user forced backups. 2 In the Database Backup Files list, select the backup files of interest and click Save.
Polycom CMA System Operations Guide 430 Polycom, Inc.
33 Polycom CMA System Redundancy This chapter describes how to configure a redundant Polycom® Converged Management Application™ (CMA®) system.
Polycom CMA System Operations Guide In a redundant configuration, there is only one standby server. The standby server is the server that is not managing the system. It is the server running only the Polycom Service Monitor. In a normal operational state, the redundant server is the standby server. In a failover state, the active server is the standby server. (If at anytime you receive a Cannot find server error when you try to log into a server, check to see if it is the standby server.
Polycom CMA System Redundancy • The redundant server becomes the active server. Its services start in an order designed to prevent the new active server from being flooded with requests from endpoints during startup. A system failover usually takes approximately 5 minutes, but some system settings affect how rapidly a redundant system returns to full functionality. The gatekeeper Registration Refresh period affects how quickly endpoints re-register with the redundant server after a failover.
Polycom CMA System Operations Guide Implement a Redundant Polycom CMA 5000 System You can set up a CMA 5000 system in a fault-tolerant, high-availability, redundant configuration. The CMA 4000 system is not available in a redundant configuration. This section has two procedures. One describes how to convert an existing non-redundant CMA 5000 system to a redundant configuration. The other describes how to configure redundancy on a newly installed system.
Polycom CMA System Redundancy d Click Update. The CMA 5000 system connects to the database server and the redundant server restarts and comes online. 7 On the primary server, fail over to the redundant server. See “Failover to a Redundant Polycom CMA 5000 System Server” on page 437. To configure redundancy on a newly installed Polycom CMA system. A redundant CMA system configuration requires the installation of two CMA system servers on the same network.
Polycom CMA System Operations Guide f 4 Click Shutdown to shut down the redundant server. When the redundant server has shutdown completely, on the primary server: a Turn ON the primary server. b Log into the server and go to Admin > Server Settings > Database. c On the Database page, select the Use an external SQL Server database check box. d Enter the Database Server IP address or DNS Name. e Enter the Database Server Port and click Update.
Polycom CMA System Redundancy License a Redundant Polycom CMA System To license a non-redundant CMA system, see “Add Polycom CMA System Licenses” on page 411. This topic describes how to license a redundant system. To license a redundant CMA 5000 system 1 Request a separate software activation key code for the primary and redundant server as described in “Request a Software Activation Key Code” on page 411.
Polycom CMA System Operations Guide 2 On the Redundant Configuration page, click Switch Server Role. The system initiates a failover to the other server. Discontinue Redundancy on a Polycom CMA 5000 System Configuration In some circumstances, you may need to discontinue redundancy. Use this procedure to do so, but only when the system is in a valid redundant state. To discontinue a redundant Polycom CMA 5000 system configuration: 1 Log into the CMA 5000 system using the virtual IP address.
34 Gatekeeper Management This chapter describes how to work with gatekeepers within the Polycom® Converged Management Application™ (CMA®) system. It includes these topics: • Primary Gatekeeper Management Operations • Alternate Gatekeeper Management Operations • Neighboring Gatekeeper Management Operations Primary Gatekeeper Management Operations By default, the CMA system is made the primary gatekeeper during the First Time Setup process.
Polycom CMA System Operations Guide Field Description Gatekeeper Identifier The gatekeeper identifier (ASCII-only) on the network, which is used by the endpoints and CMA system for communication. The maximum number of characters is 254. All ASCII characters are valid. Gatekeeper Description The description (AS.CII only) of this gatekeeper on the network. Default Gatekeeper When enabled, indicates that this CMA system is the default gatekeeper on the network.
Gatekeeper Management Field Description Deny calls to/from unregistered endpoints Prevents calls to and from rogue endpoints. Enable Real-Time Statistics Select this option to allow the gatekeeper to collect statistics from the endpoints. IRR frequency Specifies the interval (in seconds) at which endpoints that can report QoS (Quality of Service) measures will report them to the CMA system. By default, IRR is set to 0, which is equivalent to disabling the Real-time Statistics option.
Polycom CMA System Operations Guide 3 Continue adding prefixes ranges as necessary. To delete a range, select the range and click the Delete button for it. When you’ve specified all the prefix ranges, click Update.
Gatekeeper Management Edit the Alternate Gatekeeper Settings To edit the alternate gatekeeper settings 1 Go to Admin > Gatekeeper Settings > Alternate Gatekeeper. 2 On the Alternate Gatekeeper page, make the required changes. For more information, see Alternate Gatekeeper Settings 3 Click Update. Remove the Alternate Gatekeeper To remove the alternate gatekeeper settings 1 Go to Admin > Gatekeeper Settings > Alternate Gatekeeper.
Polycom CMA System Operations Guide Add a Neighboring Gatekeeper To add a neighboring gatekeeper 1 Go to Admin > Gatekeeper Settings > Neighboring Gatekeeper. 2 On the Neighboring Gatekeeper page, click Add Neighbor. 3 In the Add Neighbor dialog box, enter the required gatekeeper information and click Save. The neighboring gatekeeper is added to the system. Edit a Neighboring Gatekeeper To edit the settings for a neighboring gatekeeper 1 Go to Admin > Gatekeeper Settings > Neighboring Gatekeeper.
35 Management & Security Operations This chapter describes the Polycom® Converged Management Application™ (CMA®) system management and security tasks.
Polycom CMA System Operations Guide For more information on performing each of these tasks, see the Polycom CMA System Upgrade Guide. Manage Certificates Certificates are a security technology that assists networked computers in determining whether to trust each other. Each digital certificate is identified by its public key. The collection of all public keys used in an enterprise to determine trust is known as a Public Key Infrastructure (PKI).
Management & Security Operations Certificates come in several forms (encoding and protocol). The following table shows the forms that can be installed in the CMA system. Encoding PEM (Base64-encoded ASCII text) Standard / File Type PKCS #7 standard Description and Installation Method Certificate chain containing: • A signed certificate for the system, authenticating its public key. • The CA’s public certificate. • Sometimes intermediate certificates. P7B file Upload file or paste into text box.
Polycom CMA System Operations Guide Certificate Operations In maximum security mode, the root CA certificate must be installed during First Time Setup. However, you can complete First Time Setup with just the root CA certificate and the CMA system default self-signed certificate. Then you can complete the process using the Certificate Management page. In standard security mode, you can set up certificates at any time.
Management & Security Operations Column Description Purpose The type of certificate. Possible values are: • CMA server identity—the system identity certificate. • Trusted root certificate—the root certificate for a CA. • Intermediate certificate—certificate from an intermediate CA. • Trusted peer—certificate from any server or computer that is not a CA but whose identity is trusted. The trusted peer certificate must be signed by one of the CAs installed in the CMA.
Polycom CMA System Operations Guide 3 Use the arrows to reveal or hide information. Click Close when you are done. Create a Certificate Signing Request Although the initial CMA system configuration permits using the default, self-signed certificate, normal operation in a secure mode requires that you install a digital certificate signed by a trusted certificate authority that uniquely identifies the CMA system within your public key infrastructure.
Management & Security Operations 3 In the Certificate Information dialog box, enter the identifying information for your CMA system and click OK. Field Description Country Name Two-letter (ASCII only) ISO 3166 country code in which the server is located. State or Province Name Full state or province name (ASCII only) in which the server is located. Locality Name City name (ASCII only) in which the server is located. Organization Name Enterprise name (ASCII only) at which the server is located.
Polycom CMA System Operations Guide CAUTION Installing certificates requires a system restart and terminates all active conferences. When you install a certificate, the change is made to the certificate store immediately, but the system can’t implement the change until it restarts and reads the changed certificate store. To install a signed certificate that identifies the CMA system 1 Go to Admin > Management and Security > Certificate Management and click Install Certificates.
Management & Security Operations The CMA system requires a CRL for each CA or sub-CA in the certificate chain. The CMA system also requires that you upload a new CRL at regular intervals. This interval can be as short as a few days in higher security environments or a few months in environments with lower security requirements. IMPORTANT If an administrator does not upload a new CRL by the CRL Next Update date, the system will become unresponsive.
Polycom CMA System Operations Guide 4 When prompted, click Yes to confirm the deletion. A dialog box informs you that the certificate has been deleted. View the Expiration Dates for Certificates and CRLs Certificates and certificate revocation lists expire. To view their expiration dates, see “View Certificates and Certificate Details” on page 448.
Management & Security Operations Give Enterprise Users Default Scheduler Role By default when local users are added to the CMA system, they are assigned the Scheduler role. By default, when you integrate a CMA system to an Active Directory, enterprise users are not assigned a role. In this case, you must either assign each enterprise user a role, or you can use this procedure to give enterprise users the Scheduler role by default.
Polycom CMA System Operations Guide Automatic Registration Synchronization You can configure the CMA system to send registration server addressing information for the gatekeeper and/or global directory server (GDS) when the endpoint is registered to the CMA system. Note For the CMA system, the GDS is the same as the global address book (GAB).
Management & Security Operations Set Common Passwords for Endpoints The Common Password feature allows you to manage endpoints that have the same global administrative password. However, it cannot reset the administrative password on endpoints. If you use the Common Password feature, access to password-protected data within endpoints is granted if the specified common password matches the endpoints’ Administrator Password.
Polycom CMA System Operations Guide Set Local Account Lockout and Timeout To set local account lockout and timeout 1 Go to Admin > Management and Security Settings > Local User Account Configuration. 2 On the Local User Account Configuration page, configure these settings as needed. Field Description Account Lockout Failed login threshold Specify how many consecutive login failures cause the system to lock an account. Possible value is 2 to 10.
Management & Security Operations 2 On the Local Password Requirements page, configure these settings as needed. Field Description Password Management Minimum length (characters) Specify the number of characters a password must contain. Possible value is 8 to 18. Minimum changed characters Specify the number of characters that must be different from the previous password. Possible value is 1 to 4. Minimum password age (days) Specify how frequently a password can be changed.
Polycom CMA System Operations Guide Add Machine Accounts For dynamically managed endpoints associated with a room, a user assigned the Administrator role must associate each room in the CMA system with a machine account. The machine account allows the room’s endpoint to connect and authenticate with the CMA system for directory and dynamic management purposes without using the endpoint user’s account.
Management & Security Operations Field Description Description Enter a meaningful description for the endpoint. Associate with an existing user or room Select this option to associate the endpoint system with a specific user or room. This may be a local or enterprise user or room. Associate with a new room (created automatically) Select this option to associate the endpoint system with a system-generated room.
Polycom CMA System Operations Guide 2 Select the database user whose password you want to change. 3 Click Change Password. 4 In the Change Database User Password dialog, enter the new password in the New Password and Confirm New Password fields. If you want the system to generate a password, click Create Password. Be sure to write down the password that displays. 5 Click OK. 6 Click Apply Password Changes. The system resets the passwords and restarts.
36 Dial Plan Setup Operations This chapter describes how to edit the default Polycom CMA system Dial Plan settings to support your company’s site topology. It includes these topics: • Site Operations • Site Link Operations • Site-to-Site Exclusions • Territories • Network Clouds • Dial Plan Service Operations • Dial Rule Operations • Least-Cost Routing Operations • E.164 Numbering Scheme Site Operations Site operations include: Polycom, Inc.
Polycom CMA System Operations Guide View the Graphical Site Topology To view the graphical site topology Go to Admin > Dial Plan and Sites > Site Topology. The Site Topology page appears. It graphically displays the sites and site links defined to the CMA system. — Hover over a map element to view information about it. — Use the slider bar to zoom in or out on the map. — Select or deselect elements (Site Links, Bandwidth, or Site Names) to change what is displayed on the map.
Dial Plan Setup Operations Add a Site To add a site 1 Go to Admin > Dial Plan and Sites > Sites or Admin > Dial Plan and Sites > Site Topology. 2 In the Sites list or Site Topology page, click Add Site. 3 In the Add Site dialog box, enter a Site Name and Description for the site. 4 Complete the General Info, Routing, Subnet, and if applicable ISDN Number Assignment, sections of the Add Site dialog box. The minimum information required is Site Name, Description, Location, and Subnets.
Polycom CMA System Operations Guide Field For the endpoint systems at the site being provisioned... Time Server Specify whether to connect to a time server for automatic system time settings. Select Auto to require that the video endpoint system synchronize with an external time server that is identified by a network domain controller. Because it is identified by a network domain controller, you do not need to enter the IP address of the time server.
Dial Plan Setup Operations Field For the endpoint systems at the site being provisioned... NAT Configuration Specify whether the endpoint systems should determine the NAT Public WAN Address automatically. • If the endpoint systems are behind a NAT that allows HTTP traffic, select Auto. • If the endpoint systems are behind a NAT that does not allow HTTP traffic, select Manual. Then specify a NAT Public (WAN) Address.
Polycom CMA System Operations Guide Field For the endpoint systems at the site being provisioned... Backup Registrar Server Specify the IP address or DNS name of a backup SIP registrar server for the network Transport Protocol Indicates the protocol the system uses for SIP signaling. The SIP network infrastructure determines which protocol is required. • Auto enables an automatic negotiation of protocols in the following order: TLS, TCP, UDP. This is the recommended setting for most environments.
Dial Plan Setup Operations Field For the endpoint systems at the site being provisioned... FECC Type of Service Value Specify the IP Precedence or Diffserv value for Far End Camera Control packets. Type of Service Field Specify the service type and the priority of IP packets sent to the system for video, audio, and far-end camera control: • IP Precedence — Represents the priority of IP packets sent to the system. The value can be between 0 and 5.
Polycom CMA System Operations Guide Field For the endpoint systems at the site being provisioned... Meeting Password Specify the password users must supply to join multipoint calls on this endpoint system if the call uses the internal multipoint option, rather than a bridge. This field can also be used to store a password required by another endpoint system that this system calls.
Dial Plan Setup Operations Field For the endpoint systems at the site being provisioned... Web Access Port Specify the port to use when accessing the endpoint system’s web interface. If you change this from the default (port 80), specify a port number of 1025 or higher, and make sure the port is not already in use. You will need to include the port number with the IP address when you use the Polycom HDX web interface to access the system. This makes unauthorized access more difficult.
Polycom CMA System Operations Guide Field For the endpoint systems at the site being provisioned... Enter all IPs allowed to Connect via the web Specify (by IP addresses using regular expression notation) which systems can access an endpoint’s web interface. Addresses are matched by pattern, which means that you could allows IP address that you did not mean to allow. For example, if you entered an IP address of 15.1.2.111, all of the following results would match: • 15.1.2.111 • 15.182.1.11 • 15.1.
Dial Plan Setup Operations View Site Information To view information about an existing site 1 Go to Admin > Dial Plan and Sites > Sites or Admin > Dial Plan and Sites > Site Topology. 2 In the Sites list or Site Topology page, select the site of interest and click Site Information. The Site Information dialog box displays the following site information. Column Description Name Name of the site. Description Description of the site.
Polycom CMA System Operations Guide 3 In the Assign Locations to Sites dialog box, select the site of interest and click Specify Location. 4 To specify a location by city name: a From the Enter Location By drop-down list, select Search for City. b If you know it, select the Country name for the location. c Enter the name of the City and click Search. The system returns the list of cities that match your entry.
Dial Plan Setup Operations Edit Site Settings Note Changing network topology may affect the accuracy of reports based on this information. To retain historical data for the current network topology, generate reports before making changes. To edit settings for a site 1 Go to Admin > Dial Plan and Sites > Sites or Admin > Dial Plan and Sites > Site Topology. 2 In the Sites list or Site Topology page, select the site of interest and click Edit Site.
Polycom CMA System Operations Guide Delete a Site Note Devices that belonged to a deleted site are automatically reassigned to support Internet and VPN calls. To delete a site 1 Go to Admin > Dial Plan and Sites > Sites or Admin > Dial Plan and Sites > Site Topology. 2 In the Sites list or Site Topology page, select the site of interest and click Delete. 3 Click Yes to confirm the deletion. Set Up SIP The CMA system supports SIP to establish conference connections.
Dial Plan Setup Operations a Create a CSV file in the format described here. The import requires a CSV file in the following format: domain,username,deviceType,URI where: » domain—Specifies the domain the user uses to log in to the CMA system. » username—Specifies the CMA system user name. » deviceType—Specifies the device type (valid values are HDX, VVX, and CMADesktop). » URI—Specifies the SIP URI for this user. For example: local,johndoe,HDX,johndoe@example.
Polycom CMA System Operations Guide Site Link Operations When you add a site link, you enter the starting and ending sites of the link and the maximum bandwidth and bit rates available for calls (audio and video) that use the link. Links are bidirectional. After you have created a link from Site A to Site B, you automatically have a bi-directional link from Site B to Site A, although the link appears as unidirectional.
Dial Plan Setup Operations View the Site Links List To view the Site Links list Go to Admin > Dial Plan and Sites > Site-Links. The Site-Links list appears. Column Description Name Name of the link Description Description of the link From Site First site reached in the call route To Site Final site reached through this call link Max Bandwidth The maximum available bandwidth for audio and video calls, which you set at the gateway or router. Only applies to direct links.
Polycom CMA System Operations Guide To edit a site link 1 Go to Admin > Dial Plan and Sites > Site-Links. 2 In the Site-Links list, select the link of interest and click Edit. 3 In the Edit Site-Link dialog box, edit the Name, Description, Bandwidth or Max Bit Rate. 4 Click Save. Delete a Site Link You can remove site links from the Polycom CMA system. Note Avoid removing a link on which a scheduled conference depends. To delete a site link 1 Go to Admin > Dial Plan and Sites > Site-Links.
Dial Plan Setup Operations Add a Site-to-Site Exclusion Before you can create a site link exclusion, you must add two or more sites to the system. Exclusions are by definition bilateral. No call traffic is allowed to flow across the site-link in either direction. To add a site-to-site exclusion 1 Go to Admin > Dial Plan and Sites > Site-to-Site Exclusions. 2 In the Site-to-Site Exclusions page, click Add.
Polycom CMA System Operations Guide Territories A territory is a set of one or more sites for which a CMA system is responsible. By default, there is one territory named Default CMA Territory, and its primary node (the CMA system responsible for it) is set to this system. For more information, see “Territories” on page 393.
Dial Plan Setup Operations 3 Change the Territory Info and Associated Sites information of the Add Territories dialog box as needed. For information about these fields, see “Add/Edit Territory Dialog Box” on page 393. 4 Click OK. Delete a Territory To delete a territory 1 Go to Admin > Dial Plan and Sites > Territories. 2 In the Territories page, select the territory of interest and click Delete. 3 Click Yes to confirm the deletion.
Polycom CMA System Operations Guide 3 In the Cloud Info section of the Add Network Cloud dialog box, enter a unique and meaningful Name and Description for the cloud. 4 To create a link between a site and the network cloud: a Click Linked Sites. b In the Search Sites field, enter all or part of the site name or location and click Find. The list of sites containing the search phrase appear in the Search Results column.
Dial Plan Setup Operations Dial Plan Service Operations Dial plan services are special features that video endpoint system users can invoke by dialing the prefix assigned in the CMA system to that service. The CMA system has two default dial plan services: • Conference on Demand • Simplified Dialing These services can be edited and disabled, but not deleted.
Polycom CMA System Operations Guide Field Description Conference on Demand—MCU Properties Login ID User login (ASCII only) for the MCU hosting the conference. This user account must be authorized to create new conferences. Password Password (ASCII only) for the user login. Each time you modify the password for the MCU, you must also modify it in this page. H.323 Network Service The corresponding service created on the MCU to implement this CMA system service. Set on the MCU (ASCII only).
Dial Plan Setup Operations Field Description Service Type Name of the service (read only) Enable Indicates whether this service is enabled Available for New Groups The service is available for new user groups Description Description of the service Service Prefix The prefix for this service: 9. Gateway Service These services are provided by a gateway to endpoints.
Polycom CMA System Operations Guide Field Description For use in simplified dialing Device Capability Bit Rate (Kbps) Specify the type of connection the device can handle. Select all that apply. Options are: • H.320. Supports video and voice using the ITU H.320 standard. • Voice. Supports voice over the PSTN network. • Other. Supports a protocol other than H.320 or voice, such as H.321 or video over ATM. The maximum rate at which the calls can connect.
Dial Plan Setup Operations MCU Service These services allow devices to use specific MCU features and settings when making a call. For example, an MCU can define a service for a multipoint video call with continuous presence at 384 Kbps and another service for video switching at 256 Kbps. MCU services and their associated prefixes are defined at the MCU. For MGC or RMX MCUs, the MCU services should appear automatically in the List of Services page when the MCU registers with the CMA system.
Polycom CMA System Operations Guide View the Services List This page shows the services that have been defined in your dial plan. These services are available when you place unscheduled calls. Note E.164 aliases appear in this list as follows: • For MGC and RMX devices, they appear as gateway services. • For a device’s H.323 services, they (including the alias prefix) appear as MCU services. Gateway service prefixes are the E.164 aliases of the MCU’s gateway session profiles.
Dial Plan Setup Operations Click OK. 4 The new service is added to the system. Edit a Service You can make changes to a service. Note Be sure that the information you enter in the CMA system matches the information entered in the MCU. To edit a service 1 Go to Admin > Dial Plan > Services. 2 In the Services list, select the service of interest and click Edit Service.
Polycom CMA System Operations Guide Dial Rule Operations Dial rules describe how the CMA system gatekeeper should resolve addresses in an incoming dial string to route a call. This dial string may include an IP address, a string of numbers that begin with a prefix associated with a service, a string that begins with a country code and city code, or a string that matches a particular alias for a device. Dial strings may match multiple dial rules. However, you can assign a priority to each dial rule.
Dial Plan Setup Operations Field Description Start Value The starting number to use as a prefix, which displays only for rules with the Prefix Range pattern type. End Value The ending number to use as a prefix, which displays only for rules with the Prefix Range pattern type # Characters to remove Number of digits to remove (from the start or from the end) of the dialed string This field is available when the Pattern Type is Local Directory Services, Prefix, and Prefix Range.
Polycom CMA System Operations Guide Default Dial Rules The CMA system has three default dial rules. With these defaults, the system can route most calls except those requiring an external DNS lookup. • Internal IP - This dial rule allows the system to identify the incoming dial string as an IP addresses and routes the call out of the region. By default, this dial rule applies to all sites.
Dial Plan Setup Operations Routing Actions A routing action informs the CMA system what to do based on the dial rule’s associated pattern type. The following table shows the available routing actions.
Polycom CMA System Operations Guide • Route to a neighboring gatekeeper. If you have entered information about neighboring gatekeepers in the List of Regions page, you can create a rule to route calls to another gatekeeper. Create a dial rule with these settings: — Pattern type: Prefix Range — Prefixes to match: Specify the range. — Routing action: Select Route to a trusted neighbor and the region for the neighboring gatekeeper to which you want to route calls. • IP-specific routing.
Dial Plan Setup Operations Column Description Routing Action The routing action used by this rule. Options are: • Route • Block • Route within region • Route out of region • Route to a GW with LCR applied • Route to a GW service • Route to a list of GW services • Route to a trusted neighbor Note Not all actions are available for all pattern types. Site The sites for which this rule is used.
Polycom CMA System Operations Guide To enable or disable a dialing rule 1 Go to Admin > Dial Plan > Dial Rules. 2 In the Dial Rules list, select the dial rule of interest and click Edit Dialing Rule. 3 On the Dial Rules - General Information page, check or clear the Enabled check box. 4 Click OK. Edit a Dial Rule To edit a dial rule 1 Go to Admin > Dial Plan > Dial Rules. 2 In the Dial Rules list, select the dial rule of interest and click Edit Dial Rule.
Dial Plan Setup Operations You cannot use least-cost routing when: • The route cannot be identified. • The required resources are unavailable. • Bandwidth limitations exist on the WAN. How Least-Cost Routing Works Each LCR table defines dial strings, which include the country code, area code, prefix, and a weighted cost for commonly made calls. You usually create one LCR table per site. The following table is an example of an LCR table.
Polycom CMA System Operations Guide The following table lists area codes for the San Francisco Bay Area and Southern California. The prefix 755 for the 408 area code applies for all numbers in Site A. Area Code Prefix Weighted Cost 408 755 0 408 0 650 0 510 0 925 0 415 5 831 5 213 10 310 10 714 10 20 The following table lists area codes for Washington, D.C., Eastern Maryland, and Northeastern Virginia.
Dial Plan Setup Operations The following table lists area codes for San Jose, Monterrey, and Southern California. Area Code Prefix Weighted Cost 831 477 0 831 0 408 5 213 10 310 10 714 10 20 Call Scenario One Site C can call San Jose using ISDN through one of two routes: • Through the Site C gateway to the local phone system, making a long distance connection, at a higher cost per minute.
Polycom CMA System Operations Guide Determining Area Codes It is recommended you enter area codes for: • The area in which the site is located. • The area surrounding the site. • Frequently called numbers. You should also include special rate plans for intrastate calling.
Dial Plan Setup Operations LCR operations include: • View the Least Cost Routing Tables List • Add a Least Cost Routing Table • Edit a Least Cost Routing Table • Delete a Least Cost Routing Table View the Least Cost Routing Tables List Column Description Name Name of the LCR table. Description Description of the LCR table. To display the list of least cost routing tables Go to Admin > Dial Plan > LCR Tables. The LCR Tables list appears.
Polycom CMA System Operations Guide 3 In the Edit LCR dialog box, edit the Name, Description, and New Route information as required. 4 Click Save. The changes you made apply to all MCUs associated with a gateway service that uses this LCR table. Delete a Least Cost Routing Table To delete an LCR table 1 Go to Admin > Dial Plan > LCR Tables. 2 In the LCR Tables list, select the table of interest and click Delete LCR. 3 Click Delete to confirm the deletion. E.164 Numbering Scheme E.
Dial Plan Setup Operations Within the CMA system, an E.164 alias provided in a Dial String Reservation has a higher priority than a generated E.164 alias. A single user with multiple endpoints may be assigned a unique E.164 alias per endpoint. IMPORTANT H.323 must be enabled on an endpoint and the it must be registered with the Gatekeeper, prior to the CMA system’s application of the E.164 numbering scheme.H.323 can be enabled on an endpoint through the CMA system’s site provisioning functionality.
Polycom CMA System Operations Guide 441009 (an example of an E.164 Alias) Here the Prefix is derived from the Based on Device Type selection, in this case, the “44” in the sample is referring to a Polycom RealPresence Group Series endpoint, this number will normally adjust to match the actual endpoint type. The “1009” assignment is a sample Base Field result derived from the Number Range selection, in this example, the range is between 1000 and 9999.
Dial Plan Setup Operations Field Description Prefix The Prefix is the first part of the E.164 Numbering Scheme and containz up to three options • No Prefix • A Number (specify) • Based on Devicey Type, available only if shown The fist option, No Prefix, means that there will not be any digits listed in front of the Base Field assignment The second option, A Number,(specify) allows for the specification of up to 7 digits, be careful, not to go over the allowable15-digit maximum.
Polycom CMA System Operations Guide Based on Device Type Settings The CMA system’s Based on device Type option is mutually exclusive to the prefix or suffix portion of the E.164 numbering scheme functionality. The CMA system will generate this type of prefix or Suffix by matching the actual endpoint type to the predefined CMA system values listed below.
Dial Plan Setup Operations 3 Click on Edit. The Edit User dialog will display. 4 Click on Dial String Reservations. 5 Select your endpoint type. 6 In the E164 field, enter an E.164 Alias. 7 Click Apply then Update. 1 Go to User > Users 2 Click on Add. The Add User dialog will display. 3 Click on Dial String Reservations. 4 Select your endpoint type. 5 In the E164 field, type in an E.164 Alias. 6 Click Apply then Update. Setting-up an E.
Polycom CMA System Operations Guide Note The total number of digits specified for an E.164 numbering scheme (alias) must be 15 digits or less. If a user’s phone number is assigned to the Base Field, the system reserves one digit to differentiate between the user’s multiple devices. In this case, the total number of digit cannot exceed 14 digits The E.164 number generation is only applicable to dynamically-managed endpoints. 510 Polycom, Inc.
37 Remote Alert Setup Operations This chapter describes how to configure the Polycom® Converged Management Application™ (CMA®) system to send alerts to users via E-mail for specific types of system and endpoint events. It includes these topics: • Set Up Remote Alerts • Edit a Remote Alert Profile • Disable a Remote Alert Profile • Delete a Remote Alert Profile • Disable CMA System Remote Alerts Set Up Remote Alerts The CMA system remote alerts functionality is very flexible.
Polycom CMA System Operations Guide Set Up CMA System-generated E-mail Account To set the CMA system-generated E-mail account 1 Go to Admin > Server Settings > E-mail. 2 On the E-mail page, enter the E-mail account (ASCII only) from which the CMA system will send conference notification E-mails and system alerts. By default, the CMA system E-mails are sent from the PanAlert@vtcmanager.com E-mail account.
Remote Alert Setup Operations Set CMA System Remote Alert Level Settings The CMA system monitors and reports events regarding its performance, connections, and services. It categorizes alerts into three alert levels: Info, Minor, or Major. By default the Alert Severity Level is set to Info for all of the CMA Alert Types it reports.
Polycom CMA System Operations Guide Alert Type Alert indicates... Redundant Server Down (In redundant CMA system configurations only.) The connection or synchronization between the primary and secondary server has been lost. Redundancy Conflict (In redundant CMA system configurations only.) Both the primary and secondary system servers believe they are the active server. Site Bandwidth Threshold Exceeded The site bandwidth threshold, which is set at 90% of capacity, has been exceeded.
Remote Alert Setup Operations 3 Click Update. Set Endpoint Alert Level Settings Monitored endpoints send events to the CMA system. The CMA system categorizes and reports endpoint alerts into three alert levels: Info, Minor, or Major. By default the Alert Severity Level is set to Info for all of the Endpoint Alert Types it reports.
Polycom CMA System Operations Guide Alert Type Alert indicates... Directory Status Unknown The CMA system gatekeeper cannot determine the directory status of the endpoint. Directory Not Registered The endpoint is not registered to the directory service. Presence Status Unknown The CMA system gatekeeper cannot determine the presence status of the endpoint. Presence Unregistered The endpoint is not registered to the presence service.
Remote Alert Setup Operations To add a remote alert profile 1 Go to Admin > Alert Settings > Remote Alert Profiles. 2 On the Remote Alert Profiles page, click Add. 3 In the Add Remote Alert Profile dialog box, enter a Name and Description for the profile. 4 To activate the profile, select Enable Profile. 5 Configure one of the following: — To have all CMA system alerts sent as part of this profile, select Info, Minor, and Major.
Polycom CMA System Operations Guide 8 b In the Available Devices list, select the devices to add to the profile. Use CTRL to select multiple devices. c Click the down arrow to add the devices to the Monitored Devices list and configure one of the following: » To have all device alerts for all selected devices sent as part of this profile, for the devices in the Monitored Devices list, select Info, Minor, and Major for each device.
Remote Alert Setup Operations Edit a Remote Alert Profile To edit a Remote Alert Profile 1 Go to Admin > Alert Settings > Remote Alert Profiles. 2 On the Remote Alert Profiles page, select the profile of interest and click Edit Remote Alert Profile. 3 As required, edit the General Info, Alert by Device Type, and Alert by Device sections of the Edit Remote Alert Profile dialog box. 4 Click OK.
Polycom CMA System Operations Guide Disable CMA System Remote Alerts To disable all (system and device) CMA System remote alerts 520 1 Go to Admin > System Settings > Remote Alert Setup. 2 On the Remote Alert Setup page, clear Enable Remote Alerts. 3 Click Update. Polycom, Inc.
38 System Management and Maintenance This chapter describes the following Polycom® Converged Management Application™ (CMA®) system operations topics: • Management and Maintenance Overview • Recommended Regular Maintenance Management and Maintenance Overview The CMA system requires relatively little ongoing maintenance beyond monitoring the status of the system and downloading backups you want to archive. All system management and maintenance tasks can be performed in the management interface.
Polycom CMA System Operations Guide • Upgrading the system when upgrades/patches are made available. See “Update the Polycom CMA System Software” on page 445. Administrative Best Practices The following are some of our recommendations for administrative best practices: • Perform the recommended regular maintenance.
System Management and Maintenance Auditor Best Practices The following are some of our recommendations for auditing best practices: • Unless otherwise instructed by Polycom Global Services, configure logging at the production level with a rolling frequency of every day and a retention period of 60 days. If hard drive space becomes an issue, decrease the retention period incrementally until the disk space issue is resolved.
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39 System Backup and Recovery Operations This chapter provides an overview of the Polycom® Converged Management Application™ (CMA®) backup and recovery procedures. The backup and recovery of a CMA system includes backup and recovery of the CMA system internal database and the backup of the CMA system configuration settings.
Polycom CMA System Operations Guide Backup the CMA System Internal Databases This topic describes how to create a backup of the CMA system internal database files. These database backup files cannot be used to restore the internal databases to a CMA system. These files can be used for troubleshooting or to migrate the system to an external database system. To backup the CMA system internal databases only 1 From the CMA system web interface, go to Admin > Backup System Settings.
System Backup and Recovery Operations 4 When the operation is completed, click OK. 5 Browse to the location specified in step 3 and verify the file download. Restore Database and System Configuration A user assigned the Administrator role can restore a CMA system using a backup archive. To restore an CMA system, follow the procedures in this topic. To restore a system from a backup archive 1 “Restore to Factory Default Image” on page 527. 2 Perform First Time Setup.
Polycom CMA System Operations Guide Restore from a Backup Archive A user with the Administrator role can restore the CMA system using a backup archive. To restore a backup archive 1 Go to Admin > Backup System Settings. 2 In the Select Archive File section of the Backup System Settings page, click . 3 In the Select file to upload dialog box, select the archive file to upload and click Open. 4 Click Restore from Backup Archive. Two warnings appear about the backup process.
40 System Troubleshooting This chapter provides Polycom® Converged Management Application™ (CMA®) system troubleshooting information.
Polycom CMA System Operations Guide • CMA System Report—Use this option to generate and download a SystemInfo.txt file that describes the system configuration. For more information about this report, see “CMA System Report” on page 303. • Database Backup—Use this option to initiate a backup of selected CMA internal databases. • Test Network Connection—Use this option to perform a Traceroute or Ping operation.
System Troubleshooting Troubleshooting Specific Types of Issues This section describes information on troubleshooting specific types of issues on the CMA system.
Polycom CMA System Operations Guide Problem Description Solutions The MCU cannot register with the CMA system. Some MCU vendors register with a GRQ message instead of an RRQ message. • Verify that the Default Gatekeeper check box is selected in the Admin > Gatekeeper Settings > Primary Gatekeeper page. • Reset the MCU or MGC card to force registration to occur. • Reboot the endpoint.
System Troubleshooting Point-to-Point Calling Problems and Solutions Problem Description Solutions ViewStation and ViaVideo have an incorrect RAS IP address. These endpoints are configured with a NAT address and may not receive the RCF message from the gatekeeper. The endpoints need to be reconfigured to disable NAT. A call with an alias as the dial string from a registered endpoint cannot be placed to another registered endpoint. The two endpoints are in different sites.
Polycom CMA System Operations Guide MCU and Gateway Dialing Problems and Solutions Problem Description Solutions Call fails when using an MCU service. The call using the MCU service is rejected because of one of the following: • Check the Reports > Gatekeeper Message Log for error messages indicating why the call failed. • The MCU is not registered. • Verify that the MCU is registered. • The MCU is offline. • • The MCU prefix is not registered as an E.164 alias.
System Troubleshooting Conference On Demand Problems and Solutions Problem Description Solutions Dialing a Conference On Demand fails. The endpoint dials a CON service, and the call is rejected because of one of the following: • Check the diagnostics log for an ARJ reason from this endpoint. • Verify that the MCU is registered with the CMA system and is online. • Verify that the MCU registered with the CMA system has the MCU’s IP address filled out in the Devices list.
Polycom CMA System Operations Guide 536 Cause Code Description 161 The registering device’s permissions have expired 162 The registering device has a duplicate alias 163 The call transport is not supported 164 The called device has a call in progress 165 The call has been routed to the gatekeeper 166 Cannot request a drop for others 167 The registering device is not registered with the gatekeeper 168 Unknown reason 169 Permission failure 170 Discovery permissions have expired 171 Th
A System Security and Port Usage This section provides an overview of the port usage and security required by the Polycom® Converged Management Application™ (CMA®) system and includes a comprehensive list of services and clients on the system that are required for normal operation.
Polycom CMA System Operations Guide Port Description TCP 4449 (Polycom proprietary service) OpenDS (Data store for site topology) admin port TCP 8989 (Polycom proprietary service) OpenDS (Data store for site topology) replication port Note Third-party port-scanning software may incorrectly identify the Polycom proprietary services as IANA-registered services, since identification is made by port number only and not by the actual protocol being transmitted: Outbound Ports Used by the Polycom CMA Syst
System Security and Port Usage Port Description TCP/UDP 1719 Used by the gatekeeper for H.323 RAS messages TCP/UDP 1720 Used by the gatekeeper for Q.931 signaling TCP/UDP 3268 Used to access the Microsoft Active Directory Global Catalog using StartTLS. TCP/UDP 3269 Used to access the Microsoft Active Directory Global Catalog using LDAP-S. TCP/UDP 3603 Used for HTTP communication with the Polycom PVX client TCP 5001 Used to access MGCs for management and monitoring TCP 1205 Polycom, Inc.
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