User's Manual

Polycom CMA System Configuration
Polycom, Inc. 13
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.
It may take a device up to 5 minutes to register with the gatekeeper and
indicate an online status.
Most device information is automatically populated in the CMA system
through the gatekeeper registration or Global Address Book access. You
must review the information for these devices in the CMA system
Directory Setup page and fill in missing information.
To select endpoints when scheduling conferences, you must first associate
them with a user or conference room by editing the specific user or room
settings. For more information, see “Endpoint and Peripheral
Management Operations” on page 165.
2 Set up users and associate them with endpoints. Unless your CMA
system is integrated with an enterprise directory, you must enter all user
information manually including endpoint association. If your system is
integrated with an enterprise directory, general user information (First
Name, Last Name, UserID, Password, E-mail Address) is directly pulled
from the directory and cannot be changed. However, you must still
associate enterprise users with endpoints. For more information, see
“Users and Groups Overview” on page 249.
3 Set up groups, add members, and associate them with provisioning
profiles. For more information, see “Users and Groups Overview” on
page 249.
4 Set up rooms and associate them with endpoints. Unless your CMA
system is integrated with an enterprise directory that includes conference
rooms, you must enter all room information manually including
endpoint association. For more information, see “Room Overview and
Operations” on page 343.
Set Up a Certificate for the Polycom CMA System
By default, the CMA system uses https and a self-signed certificate for its data
interchanges. As a best practice, we recommend replacing the CMA system
self-signed certificate with a certificate from a Certificate Authority. For more
information, see “Manage Certificates” on page 446.