Polycom 3725-76302-001LI User Manual

Polycom® DMA™ 7000 System Operations Guide

5.1 | November 2012 | 3725-76302-001L1

Trademark Information

Polycom®, the Polycom “Triangles” logo, 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 America, Inc., and/or its affiliates.

Patent Information

The accompanying product may be protected by one or more U.S. and foreign patents and/or pending patent applications held by Polycom, Inc.

End User License Agreement

Use of this software constitutes acceptance of the terms and conditions of the Polycom DMA 7000 system end-user license agreement (EULA).

The EULA is included in the release notes document for your version, which is available on the Polycom Support page for the Polycom DMA 7000 system.

Polycom, Inc. 6001 America Center Drive San Jose CA 95002

USA No part of this document may be reproduced or transmitted in any form or by any means, electronic or

mechanical, for any purpose, without the express written permission of Polycom, Inc. Under the law, reproducing includes translating into another language or format.

As between the parties, Polycom, Inc., retains title to and ownership of all proprietary rights with respect to the software contained within its products. The software is protected by United States copyright laws and international treaty provision. Therefore, you must treat the software like any other copyrighted material (e.g., a book or sound recording).

Every effort has been made to ensure that the information in this manual is accurate. Polycom, Inc., is not responsible for printing or clerical errors. Information in this document is subject to change without notice.

1 Polycom® DMA™7000 System Overview . . . . . . . . . . . . . 1

Introduction to the Polycom DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

The Polycom DMA System’s Primary Functions . . . . . . . . . . . . . . . . . . 2

The Polycom DMA System’s Three Configurations . . . . . . . . . . . . . . . 5

System Capabilities and Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

System Port Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Polycom Solution Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Working in the Polycom DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Third-Party Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Open Source Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

2 Polycom® DMA™ System Initial Configuration Summary . . 23

Add Required DNS Records for the Polycom DMA System . . . . . . . . . . . 24

License the Polycom DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Set Up Signaling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Configure the Call Server and Optionally Create a Supercluster . . . . . . . . 28

Set Up Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Set Up MCUs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Connect to Microsoft Active Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Set Up Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Test the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

3 System Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Security Certificates Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

How Certificates Work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Forms of Certificates Accepted by the Polycom DMA System . . . . . . 36

How Certificates Are Used by the Polycom DMA System . . . . . . . . . 37

Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Certificate Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Certificate Information Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Certificate Signing Request Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . 40

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Add Certificates Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Certificate Details Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Certificate Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Install a Certificate Authority’s Certificate . . . . . . . . . . . . . . . . . . . . . . 43

Create a Certificate Signing Request in the DMA System . . . . . . . . . . 44

Install a Certificate in the DMA System . . . . . . . . . . . . . . . . . . . . . . . . . 45

Remove a Certificate from the DMA System . . . . . . . . . . . . . . . . . . . . 47

Security Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

The Consequences of Enabling Maximum Security Mode . . . . . . . . . . . . . 54

Local Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Local User Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Reset System Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

4 Local Cluster Configuration . . . . . . . . . . . . . . . . . . . . . . . . 63

Network Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Routing Configuration Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Time Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Signaling Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Add Guest Port Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Edit Guest Port Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Add Guest Prefix Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Edit Guest Prefix Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Logging Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Local Cluster Configuration Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Add Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Configure Signaling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Configure Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

5 Device Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Active Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Call Details Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Add Device Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Edit Device Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Edit Devices Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Add Alias Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

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Edit Alias Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Associate User Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Site Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Site Link Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

External Gatekeeper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Add External Gatekeeper Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Edit External Gatekeeper Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . 106

External SIP Peer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Add External SIP Peer Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Edit External SIP Peer Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

SIP Peer Postliminary Output Format Options . . . . . . . . . . . . . . . . . . 119

Add Authentication Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Edit Authentication Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Add Outbound Registration Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . 124

Edit Outbound Registration Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . 125

External SBC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Add External SBC Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Edit External SBC Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

6 MCU Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

MCUs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Add MCU Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

Edit MCU Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

Add Session Profile Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Edit Session Profile Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

ISDN Gateway Selection Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

MCU Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

MCU Pools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Add MCU Pool Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

Edit MCU Pool Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

MCU Pool Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

MCU Pool Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Add MCU Pool Order Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

Edit MCU Pool Order Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

MCU Selection Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

MCU Availability and Reliability Tracking . . . . . . . . . . . . . . . . . . . . . 160

MCU Pool Order Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

7 Integrations with Other Systems . . . . . . . . . . . . . . . . . . . 163

Microsoft Active Directory Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

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Microsoft Active Directory Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Active Directory Integration Procedure . . . . . . . . . . . . . . . . . . . . . . . . 169

Understanding Base DN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

Adding Passcodes for Enterprise Users . . . . . . . . . . . . . . . . . . . . . . . . 174

About the System’s Directory Queries . . . . . . . . . . . . . . . . . . . . . . . . . 176

Microsoft Exchange Server Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

Microsoft Exchange Server Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

Exchange Server Integration Procedure . . . . . . . . . . . . . . . . . . . . . . . . 183

Resource Management System Integration . . . . . . . . . . . . . . . . . . . . . . . . 185

Resource Management System Page . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Join Resource Management System Dialog Box . . . . . . . . . . . . . . . . . 187

Resource Management System Integration Procedures . . . . . . . . . . 188

Juniper Networks SRC Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

Juniper Networks SRC Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

Juniper Networks SRC Integration Procedure . . . . . . . . . . . . . . . . . . 191

8 Conference Manager Configuration . . . . . . . . . . . . . . . . 193

Conference Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

Two Types of Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

Template Priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

About Conference IVR Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

About Cascading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

Conference Templates List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199

Add Conference Template Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . 200

Edit Conference Template Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . 210

Select Layout Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

Conference Templates Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220

Shared Number Dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

Add Virtual Entry Queue Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . 223

Add Direct Dial Virtual Entry Queue Dialog Box . . . . . . . . . . . . . . . 224

Edit Virtual Entry Queue Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . 225

Edit Direct Dial Virtual Entry Queue Dialog Box . . . . . . . . . . . . . . . . 225

9 Superclustering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

About Superclustering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

DMAs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

Join Supercluster Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232

Supercluster Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

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10 Call Server Configuration . . . . . . . . . . . . . . . . . . . . . . . . 237

About the Call Server Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238

Call Server Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

Domains . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242

Dial Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

Test Dial Rules Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

The Default Dial Plan and Suggestions for Modifications . . . . . . . . . 246

Add Dial Rule Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250

Edit Dial Rule Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252

Preliminary/Postliminary Scripting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254

Script Debugging Dialog Box for Preliminaries/Postliminaries . . . . 257

Sample Preliminary and Postliminary Scripts . . . . . . . . . . . . . . . . . . 258

Hunt Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261

Add Hunt Group Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262

Edit Hunt Group Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262

Add Alias Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

Edit Alias Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

Device Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

Add Device Authentication Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . 266

Edit Device Authentication Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . 267

Registration Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268

Registration Policy Scripting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

Script Debugging Dialog Box for Registration Policy Scripts . . . . . . 273

Sample Registration Policy Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273

Prefix Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

Add Simplified ISDN Gateway Dialing Prefix Dialog Box . . . . . . . . 277

Edit Simplified ISDN Gateway Dialing Prefix Dialog Box . . . . . . . . 278

Edit Vertical Service Code Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . 279

Embedded DNS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279

History Retention Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281

11 Site Topology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

About Site Topology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

Site Information Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286

Add Site Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287

Edit Site Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292

Add Subnet Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297

Edit Subnet Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298

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12 Users and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311

Site Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299

Add Site Link Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299

Edit Site Link Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300

Site-to-Site Exclusions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301

Add Site-to-Site Exclusion Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301

Territories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 302

Add Territory Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303

Edit Territory Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304

Network Clouds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305

Add Network Cloud Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306

Edit Network Cloud Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307

Site Topology Configuration Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . 307

User Roles Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

Adding Users Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313

Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 314

Add User Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317

Edit User Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320

Select Associated Endpoints Dialog Box . . . . . . . . . . . . . . . . . . . . . . . 322

Conference Rooms Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323

Add Conference Room Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325

Edit Conference Room Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329

Add Dial-out Participant Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . 332

Edit Dial-out Participant Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . 333

Users Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333

Conference Rooms Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335

Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338

Import Enterprise Groups Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . 339

Edit Group Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 341

Enterprise Groups Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342

Change Password Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345

13 System Management and Maintenance . . . . . . . . . . . . . . 347

Management and Maintenance Overview . . . . . . . . . . . . . . . . . . . . . . . . . 347

Administrator Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348

Administrative Best Practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348

Auditor Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349

Auditor Best Practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349

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Contents

Recommended Regular Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349

Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352

Active Directory Integration Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353

Call Server Active Calls Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353

Call Server Registrations Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354

Cluster Info Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354

Conference History – Max Participants Pane . . . . . . . . . . . . . . . . . . . 355

Conference Manager MCUs Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355

Conference Manager Usage Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355

Exchange Server Integration Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

License Status Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357

Resource Management System Integration Pane . . . . . . . . . . . . . . . . 357

Signaling Settings Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357

Supercluster Status Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358

Territory Status Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358

User Login History Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358

Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359

Alert 1001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359

Alert 1002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359

Alert 1003 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360

Alert 1004 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360

Alert 1101 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360

Alert 1102 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360

Alert 1103 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361

Alert 1104 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361

Alert 2001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362

Alert 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362

Alert 2004 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362

Alert 2101 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363

Alert 2102 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363

Alert 2103 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363

Alert 2104 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 364

Alert 2105 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 364

Alert 2106 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365

Alert 2107 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365

Alert 2201 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365

Alert 2202 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366

Alert 2203 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366

Alert 3001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366

Alert 3101 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367

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Alert 3102 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367

Alert 3103 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367

Alert 3104 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 368

Alert 3105 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 368

Alert 3201 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 368

Alert 3202 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369

Alert 3301 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369

Alert 3302 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369

Alert 3303 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369

Alert 3304 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370

Alert 3305 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370

Alert 3401 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370

Alert 3402 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 371

Alert 3403 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 371

Alert 3404 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 371

Alert 3405 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 372

Alert 3406 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 372

Alert 3601 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 372

Alert 3602 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373

Alert 3603 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373

Alert 3604 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373

Alert 3605 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374

Alert 3606 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374

Alert 4001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374

Alert 4002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374

Alert 4003 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375

Alert 4004 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375

Alert 5001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375

Alert 5002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 376

Alert 6001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 376

Alert 7001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 376

System Log Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 377

System Logs Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 378

Troubleshooting Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 380

Backing Up and Restoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 381

Backup and Restore Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384

Upgrading the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388

Basic Upgrade Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390

Incompatible Software Version Supercluster Upgrades . . . . . . . . . . 395

Factors to Consider for an Incremental Supercluster Upgrade . . . . 396

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Contents

Simplified Supercluster Upgrade (Complete Service Outage) . . . . . 397

Complex Supercluster Upgrade (Some Service Maintained) . . . . . . 402

Adding a Second Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402

Expanding an Unpatched System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 403

Expanding a Patched System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404

Replacing a Failed Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405

Shutting Down and Restarting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406

14 System Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407

Alert History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407

Call History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408

Export History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409

Conference History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410

Export History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410

Associated Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411

Conference Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411

Property Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412

Call Detail Records (CDRs) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412

Exporting CDR Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412

Call Record Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 413

Conference Record Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 415

Registration History Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 417

Registration History Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 418

Active Directory Integration Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 418

Orphaned Groups and Users Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421

Orphaned Groups and Users Procedures . . . . . . . . . . . . . . . . . . . . . . 421

Conference Room Errors Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 422

Exporting Conference Room Errors Data . . . . . . . . . . . . . . . . . . . . . . 424

Enterprise Passcode Errors Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 424

Exporting Enterprise Passcode Errors Data . . . . . . . . . . . . . . . . . . . . 426

Network Usage Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 426

Exporting Network Usage Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 427

15 Polycom DMA System SNMP Support . . . . . . . . . . . . . . . . 431

SNMP Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 431

SNMP Versions Supported . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 432

List of Available SNMP MIBs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 433

SNMP Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 433

Add Notification User Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . 436

Edit Notification User Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 438

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Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 539

Add Notification Agent Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . 439

Edit Notification Agent Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . 440

SNMP Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 441

The Polycom DMA System MIB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 442

xii Polycom, Inc.

Polycom® DMA Overview

This chapter provides an overview of the Polycom® Distributed Media Application™ (DMA™) 7000 system. It includes these topics:

• Introduction to the Polycom DMA System

• Polycom Solution Support

• Working in the Polycom DMA System

• Third-Party Software

™

7000 System

Introduction to the Polycom DMA System

The Polycom DMA system is a highly reliable and scalable video collaboration infrastructure solution based on the Polycom The following topics introduce you to the system:

• The Polycom DMA System’s Primary Functions

• The Polycom DMA System’s Three Configurations

• System Capabilities and Constraints

• System Port Usage

Polycom, Inc. 1

Proxias™ application server.

DMA Operations Guide Introduction to the Polycom DMA System

The Polycom DMA System’s Primary Functions

Conference Manager

The Polycom DMA system’s Conference Manager uses advanced routing policies to distribute voice and video calls among multiple media servers (Multipoint Control Units, or MCUs), creating a single virtual resource pool. This greatly simplifies video conferencing resource management and uses MCU resources more efficiently.

The Polycom DMA system integrates with your Microsoft® Active Directory®, automating the task of provisioning users with virtual meeting rooms (VMRs) for video conferencing. Combined with its advanced resource management, this makes reservationless video conferencing on a large scale feasible and efficient, reducing or eliminating the need for conference scheduling.

The Polycom DMA system’s ability to handle multiple MCUs as a single resource pool makes multipoint conferencing services highly scalable. You can add MCUs on the fly without impacting end users and without requiring reprovisioning.

The Conference Manager continually monitors the resources used and available on each MCU and intelligently distributes conferences among them. If an MCU fails, loses its connection to the system, or is taken out of service, the Polycom DMA system distributes new conferences to the remaining MCUs. The consequences for existing calls and conferences depend on whether they’re H.323 or SIP:

• H.323 calls and conferences on the failed MCU are terminated. But callers

simply need to redial the same number they used for their initial dial-in. Conference Manager relocates their new conference to the best available MCU (provided there is still sufficient MCU capacity).

• SIP calls on the failed MCU are automatically moved to another MCU or

MCUs (if available), up to the capacity available.

Call Server

The Polycom DMA system’s Call Server provides the following functionality:

• H.323 gatekeeper

• SIP registrar and proxy server

• XMPP server (client-to-client connectivity, including chat and presence

information, for clients logged into the server)

• H.323 <—> SIP transition gateway

• Dial plan and prefix services

• Device authentication

2 Polycom, Inc.

Introduction to the Polycom DMA System Polycom® DMA™7000 System Overview

• Bandwidth management

The Call Server can also be integrated with a Juniper Networks Service Resource Controller (SRC) to provide bandwidth and QoS assurance services.

RealPresence Platform API

This version of the Polycom DMA system optionally allows an API client application, developed by you or a third party, to access the RealPresence Platform Application Programming Interface (API). This API access is licensed separately. It provides programmatic access to the Polycom DMA system for the following:

• Provisioning

• Conference control and monitoring

• Call control and dial-out

• Billing and usage data retrieval

• Resource availability queries

The API uses XML encoding over HTTPS transport and adheres to a Representational State Transfer (REST) architecture.

No separate license is needed in order for a Polycom RealPresence Resource Manager system to integrate with the DMA system via the API. This integration provides the full programmatic access to the DMA system described above, and enables users of the RealPresence Resource Manager scheduling interface to:

• Schedule conferences using the DMA system’s MCU resources.

• Set up Anytime conferences. Anytime conferences are referred to as preset

dial-out conferences in the DMA system (see “Edit Conference Room

Dialog Box” on page 329)

Note

Integrating the Polycom RealPresence Resource Manager system with the DMA system via the API is separate and distinct from integrating the DMA system with a Polycom CMA or RealPresence Resource Manager system.

• The former enables RealPresence Resource Manager users to obtain information from and use functionality of the DMA system that would otherwise be accessible only in the DMA system’s management interface.

• The latter enables the DMA system to retrieve site topology and user-to-device associations from the CMA or RealPresence Resource Manager system.

For convenience, however, when you perform the former operation, the latter integration is automatically performed for you so that the DMA system will have the site topology and user-to-device information that the RealPresence Resource Manager system expects it to have.

Polycom, Inc. 3

DMA Operations Guide Introduction to the Polycom DMA System

SVC Conferencing Support

This version of the Polycom DMA system supports the Annex G extension of the H.264 standard, known as H.264 Scalable Video Coding (SVC), for both point-to-point and multipoint (VMR) calls.

SVC is sometimes referred to as layered media because the video streams consist of a base layer that encodes the lowest available quality representation plus one or more enhancement layers that each provide an additional quality improvement. SVC supports three dimensions of scalability: temporal (frames per second), spatial (resolution and aspect ratio), and quality (signal-to-noise ratio).

The video stream to a device can be tailored to fit the bandwidth available and device capabilities by adjusting the number of enhancement layers sent to the device.

For multipoint conferencing, the MCU doesn't have to do processing-intensive mixing and transcoding to optimize the experience for each device. Instead, it simply passes through to each device the enhancement layers that provide the best quality the device can support.

Polycom’s SVC solution focuses on the temporal and spatial dimensions. It offers a number of advantages over standard AVC conferencing, including:

• Improved video quality at lower bandwidths

• Improved audio and video error resiliency (good audio quality with more

than 50% packet loss, good video quality with more than 25% packet loss)

• Lower end-to-end latency (typically less than half that of AVC)

• More efficient use of bandwidth

• Lower infrastructure cost and operational expenses

• Easier to provision, control, and monitor

• Better security (end-to-end encryption)

Polycom’s SVC solution is supported by the Polycom RealPresence Platform and Environments, including the latest generation of Polycom MCUs and RealPresence room, personal, desktop, and mobile endpoints. Existing RMX MCUs with MPMx cards can be made SVC-capable with a software upgrade, and doing so triples their HD multipoint conferencing capacity.

The Polycom DMA System’s Three Configurations

Two-server Cluster Configuration

The Polycom DMA system is designed to be deployed as a pair of co-located redundant servers that share the same virtual IP address(es). The two-server cluster configuration of the Polycom DMA system has no single point of failure within the system that could cause the service to become unavailable.

The two servers communicate over the private network connecting them. To determine which one should host the public virtual IP address, each server uses three criteria:

• Ability to ping its own public physical address

• Ability to ping the other server’s public physical address

• Ability to ping the default gateway

In the event of a tie, the server already hosting the public virtual address wins.

Failover to the backup server takes about five seconds in the event of a graceful shutdown and about twenty seconds in the event of a power loss or other failure. In the event of a single server (node) failure, two things happen:

• All calls that are being routed through the failed server are terminated

(including SIP calls, VMR calls, and routed mode H.323 calls). These users simply need to redial the same number, and they’re placed back into conference or reconnected to the point-to-point call they were in. The standby server takes over the virtual signaling address, so existing registrations and new calls are unaffected.

• Direct mode H.323 point-to-point calls are not dropped, but the

bandwidth management system loses track of them. This could result in overuse of the available network bandwidth.

• If the failed server is the active web host for the system management

interface, the active user interface sessions end, the web host address automatically migrates to the remaining server, and it becomes the active web host. Administrative users can then log back into the system at the same URL. The system can always be administered via the same address, regardless of which server is the web host.

The internal databases within each Polycom DMA system server are fully replicated to the other server in the cluster. If a catastrophic failure of one of the database engines occurs, the system automatically switches itself over to use the database on the other server.

Polycom, Inc. 5

DMA Operations Guide Introduction to the Polycom DMA System

Single-server Configuration

The Polycom DMA system is also available in a single-server configuration. This configuration offers all the advantages of the Polycom DMA system except the redundancy and fault tolerance at a lower price. It can be upgraded to a two-server cluster at any time.

This manual generally assumes a redundant two-server cluster. Where there are significant differences between the two configurations, those are spelled out.

Superclustering

To provide geographic redundancy and better network traffic management, up to five geographically distributed Polycom DMA system clusters (twoserver or single-server) can be integrated into a supercluster. All five clusters can be Call Servers (function as gatekeeper, SIP proxy, SIP registrar, and gateway). Up to three can be designated as Conference Managers (manage an MCU resource pool to host conference rooms).

The superclustered Polycom DMA systems can be centrally administered and share a common data store. Each cluster maintains a local copy of the data store, and changes are replicated to all the clusters. Most system configuration is supercluster-wide. The exceptions are cluster-specific or server-specific items like network settings and time settings.

Note

Technically, a standalone Polycom DMA system (two-server or single-server) is a supercluster that contains one cluster. All the system configuration and other data that’s shared across a supercluster is kept in the same data store. At any time, another Polycom DMA system can be integrated with it to create a two-cluster supercluster that shares its data store.

It’s important to understand the difference between two co-located servers forming a single DMA system (cluster) and two geographically distributed DMA clusters (single-server or two-server) joined into a supercluster.

A single two-server DMA system (cluster) has the following characteristics:

• A single shared virtual IP address and FQDN, which switches from one server to the other when necessary to provide local redundancy and fault tolerance.

• A single management interface and set of local settings.

• Ability to manage a single territory, with no territory management backup.

• A single set of Call Server and Conference Manager responsibilities.

A supercluster consisting of two DMA clusters (single-server or two-server) has the following characteristics:

• Separate IP addresses and FQDNs for each cluster.

• Separate management interfaces and sets of local settings for each cluster.

• Ability for each cluster to manage its own territory, with another cluster able to

serve as backup for that territory.

• Different Call Server and Conference Manager responsibilities for each territory and thus each cluster.

6 Polycom, Inc.

Introduction to the Polycom DMA System Polycom® DMA™7000 System Overview

System Capabilities and Constraints

The following capabilities and constraints apply to the entire supercluster:

• Number of sites: 500

• Number of clusters in a supercluster: 5 (not counting an integrated

Polycom RealPresence Resource Manager or CMA system)

• Number of MCUs enabled for conference rooms: 64

• Number of territories enabled for conference rooms (Conference Manager

enabled): 3

• Number of concurrent VMR calls: 1200 per territory (Conference

Manager), up to 3600 total

• Size of Active Directory supported: 1,000,000 users and 1,000,000 groups

(up to 10,000 groups may be imported)

The following capabilities and constraints apply to each cluster in the supercluster:

• Number of registrations: 15000

System Port Usage

• Number of concurrent H.323 calls: 5000

• Number of concurrent SIP calls: 5000

• Total number of concurrent calls: 5000

• Number of network usage data points retained: 8,000,000

• Number of IRQ messages sent per second: 100

The table below lists the inbound ports that may be open on the Polycom DMA system, depending on signaling and security settings, integrations, and system configuration.

Table 1-1 Inbound port usage

Port Protocol Description

22 TCP SSH. Only available if Linux console

access is enabled (see “Security Settings” on page 48).

80 TCP HTTP. Redirects to 443 (HTTP access is

not allowed). Disabled in maximum

security mode. 443 TCP HTTPS. Redirects to 8443. 1718 UDP H.323 RAS. Default port; can be changed

(see “Signaling Settings” on page 71).

Polycom, Inc. 7

DMA Operations Guide Introduction to the Polycom DMA System

Table 1-1 Inbound port usage (continued)

Port Protocol Description

1719 UDP H.323 RAS. Default port; can be changed

(see “Signaling Settings” on page 71). 1720 TCP H.323 H.225 signaling. Default port; can

be changed (see “Signaling Settings” on

page 71). 1935 TCP/UDP XMPP. Traditional RTMP, Flash

communication server. 1936 TCP/UDP XMPP. Flash communication server. 4449 TCP LDAP. OpenDJ replication

(superclustering). 5060 TCP/UDP Unencrypted SIP. Default port; can be

changed or disabled (see “Signaling

Settings” on page 71).

5061 TCP SIP TLS. Default port; can be changed

(see “Signaling Settings” on page 71). 5080 TCP/UDP XMPP. Tomcat or jetty servlet container. 5222 TCP Unencrypted XMPP. Default port; can be

changed or disabled (see “Signaling

Settings” on page 71).

5223 TCP XMPP TLS. Default port; can be changed

(see “Signaling Settings” on page 71). 5269 TCP/UDP XMPP. Server to server communications

for federation. 7070 TCP XMPP HTTP connections. 8088 TCP XMPP. Traditional RTMP tunneled over

HTTP. 8443 TCP HTTPS. Management interface access. 8444 TCP HTTPS. Supercluster communication. 8989 TCP LDAP. OpenDJ replication

(superclustering). 9090 TCP HTTPS. Upgrade status monitoring (only

while upgrade process is running).

XMPP server administration console. 36000-61000 TCP H.323 H.245 port range.

8 Polycom, Inc.

Introduction to the Polycom DMA System Polycom® DMA™7000 System Overview

The table below lists the remote ports to which the Polycom DMA system may connect, depending on signaling and security settings, integrations, and system configuration.

Table 1-2 Outbound port usage

Port Protocol Description

80 TCP HTTP. MCUs, Exchange Web Services

(calendaring). Only available if

unencrypted connections are enabled

(see “Security Settings” on page 48). 389 TCP LDAP. Active Directory integration. 443 TCP HTTPS. MCUs, Exchange Web Services

(calendaring). 389 TCP LDAP. Active Directory integration. 1718 UDP H.323 RAS. Default port; can be changed

(see “Signaling Settings” on page 71). 1719 UDP H.323 RAS. Default port; can be changed

(see “Signaling Settings” on page 71). 1720 TCP H.323 H.225 signaling. Default port; can

be changed (see “Signaling Settings” on

page 71). 3268 TCP Global Catalog. Active Directory

integration. 3269 TCP Secure Global Catalog. Active Directory

integration. 4449 TCP OpenDJ replication (superclustering). 5060 TCP/UDP Unencrypted SIP. Default port; can be

changed or disabled (see “Signaling

Settings” on page 71).

5061 TCP SIP TLS. Default port; can be changed

(see “Signaling Settings” on page 71). 8443 TCP HTTPS. Management interface access. 8444 TCP Supercluster communication. 8989 TCP OpenDJ replication (superclustering). 36000-61000 TCP H.323 H.245 port range. 32768-61000 TCP/UDP XMPP. Ephemeral port range.

Polycom, Inc. 9

DMA Operations Guide Polycom Solution Support

Polycom Solution Support

Polycom Implementation and Maintenance services provide support for Polycom solution components only. Additional services for supported thirdparty Unified Communications (UC) environments integrated with Polycom solutions are available from Polycom Global Services and its certified Partners. These additional services will help customers successfully design, deploy, optimize, and manage Polycom visual communications within their UC environments.

Professional Services for Microsoft Integration is mandatory for Polycom Conferencing for Microsoft Outlook and Microsoft Office Communications Server or Lync Server 2010 integrations. For more information, please visit

www.polycom.com/services/professional_services/ or contact your local

Polycom representative.

Working in the Polycom DMA System

This section includes some general information you should know when working in the Polycom DMA system.

Accessing the Polycom DMA System

The Polycom DMA system’s management interface is accessed by pointing a compatible browser equipped with Adobe® Flash® Player to the system’s host name or IP address (a two-server cluster or an IPv6-only single-server cluster has a virtual host name and IP address, and we strongly recommend always using the virtual address). Minimum requirements:

• Microsoft Internet Explorer® 7 or newer, or Mozilla Firefox® 3 or newer,

or Google Chrome 11 or newer

• Adobe Flash Player 9.0.124 or newer

• 1280x1024 minimum display resolution (1680x1050 or greater

recommended)

Note

The Polycom DMA system’s Flex-based management interface requires Adobe Flash Player. For stability and security reasons, we recommend always using the latest version of Flash Player.

Even so, be aware that your browser’s Flash plugin may hang or crash from time to time. Yo ur browser should alert you when this happens and enable you to reload the plugin. In some cases, you may need to close and restart your browser.

In the Google Chrome browser, use the Adobe Flash plugin, not the built-in Flash support.

10 Polycom, Inc.

Working in the Polycom DMA System Polycom® DMA™7000 System Overview

Field Input Requirements

While every effort was made to internationalize the Polycom DMA system, not all system fields accept Unicode entries. If you work in a language other than English, be aware that some fields accept only ASCII characters.

Settings Dialog Box

The Settings dialog box shows your user name and information about the server you’re logged into. Click the button to the right of the menus to display it.

In addition, you can change the text size used in the system interface and the maximum number of columns in the Dashboard. Note that larger text sizes will affect how much you can see in a given window or screen size and may require frequent scrolling.

Polycom DMA System User Roles and Their Access Privileges

The Polycom DMA system has three system user roles (see “User Roles

Overview” on page 312) that provide access to the management and

operations interface and, if available, the separately licensed RealPresence Platform Application Programming Interface (API). The functions you can perform and parts of the interface or API resources you can access depend on your user role or roles, as shown in the tables below.

Table 1-3 Management interface access privileges

Menu/Icon Admin Provisioner Auditor

Home. Returns to the Dashboard.

Network >

Active Calls Endpoints

DMAs

• •

• • •

• •

Polycom, Inc. 11

DMA Operations Guide Working in the Polycom DMA System

Table 1-3 Management interface access privileges

Menu/Icon Admin Provisioner Auditor

MCU > MCUs MCU > MCU Pools MCU > MCU Pool Orders Site Statistics Site Link Statistics Site Topology > Sites Site Topology > Site Links Site Topology > Site-to-Site Exclusions Site Topology > Network Clouds Site Topology > Territories External Gatekeeper External SIP Peer External SBC

• •

User >

Users

• •

Groups

• •

Change Password

Reports >

Call History Conference History Registration History Network Usage Microsoft Active Directory Integration Enterprise Passcode Errors Orphaned Groups and Users Conference Room Errors

•

• • •

• •

12 Polycom, Inc.

Working in the Polycom DMA System Polycom® DMA™7000 System Overview

Table 1-3 Management interface access privileges

Menu/Icon Admin Provisioner Auditor

Maintenance

System Log Files

• •

Troubleshooting Utilities > Ping, Traceroute, Top, I/O Stats, SAR

Shutdown and Restart Software Upgrade Backup and Restore

Admin > Conference Manager >

Conference Settings Conference Templates Shared Number Dialing

Admin > Call Server >

Call Server Settings • Domains Dial Rules Hunt Groups Device Authentication Registration Policy

Prefix Service

• •

•

• •

•

Embedded DNS History Retention Settings

Admin > Integrations >

Microsoft Active Directory • Microsoft Exchange Server Polycom RealPresence Resource

Manager or CMA System Juniper Networks SRC

Polycom, Inc. 13

•

• •

•

DMA Operations Guide Working in the Polycom DMA System

Table 1-3 Management interface access privileges

Menu/Icon Admin Provisioner Auditor

Admin > Login Policy Settings >

Local Password Session Local User Account Banner

Admin > Local Cluster >

Network Settings Signaling Settings Time Settings Licenses Logging Settings Security Settings Certificates

Help >

About DMA 7000 • • • Help Contents

Settings. Displays Settings dialog box.

•

• •

•

• • •

Log Out. Logs you out of the Polycom DMA system.

Help. Opens the online help topic for the page you’re viewing.

1. Provisioners have view-only access.

2. Must be an enterprise user to see enterprise users. Provisioners can’t add or remove roles or endpoints, and can’t edit user accounts with explicitly assigned roles (Administrator, Provisioner, or Auditor), but can manage their conference rooms.

3. Must be an enterprise user to view this report.

4. Administrators can’t delete log archives.

14 Polycom, Inc.

• • •

Working in the Polycom DMA System Polycom® DMA™7000 System Overview

Table 1-4 API resource access privileges

Conference Room

API Resource Admin Provisioner Auditor

1 2

user conference-room conference-template

1 2

• • •

• •

Owner

billing conference participant conference-observer participant-observer mcu mcu-pool mcu-pool-order territory call-server-configuration device device-observer group status subscription user-role

• • •

• •

• • •

• •

• • •

• •

1. Conference Room Owners can only access resources that they own and can’t use PUT, POST, or DELETE methods on their user account or conference rooms.

2. Provisioners can’t add or remove roles or associated endpoints, and can’t edit user accounts with explicitly assigned roles (Administrator, Provisioner, or Auditor), but can manage their conference rooms.

3. Provisioners can GET a list of conference templates, but can’t GET a specific conference template.

Polycom, Inc. 15

DMA Operations Guide Third-Party Software

Third-Party Software

Open Source Software

The Polycom DMA system uses several open source software packages, including the CentOS operating system. CentOS is an enterprise-class Linux distribution that contains hundreds of open-source components. For more information about CentOS, visit http://www.centos.org/.

The packages containing the source code and the licenses for all the opensource software, including CentOS and its components, are included on the Polycom DMA system software DVD, mostly in the

Modifying Open Source Code

The LGPL v2.1 license allows you to modify the LGPL code we use, recompile the modified code, and re-link it with our proprietary code. Note that although you’re free to modify the LGPL modules used in the Polycom DMA system in any way you wish, we cannot be responsible if the changes you make impair the system.

/SRPMS

directory.

To replace an LGPL library with your modified version

1 On the DMA DVD, find the source code for the module you want to

modify.

2 Modify the source code and compile it.

3 Go to Admin > Local Cluster > Security Settings, select Allow Linux

console access, and click Update.

4 Contact Polycom Global Services for the root password for the Polycom

DMA server.

5 Use ssh to log into the server as root.

6 Upload the modified software via wget or scp.

7 Find the module you’re replacing and install the new version to that

location.

8 Reboot the system.

License Information

The following table contains license information for the open source software packages used in the Polycom DMA system. Note that the source code and the licenses for all the open-source software, including CentOS and its components, are included on the Polycom DMA system software DVD. This list is provided as a convenient reference.

16 Polycom, Inc.

Third-Party Software Polycom® DMA™7000 System Overview

Software Version License Link

Axis 1.4.2 Apache License,

Version 2

bsf 2.3.0-rc1 Apache License,

Version 2

CentOs 5.8 GPLv2 and multiple

others

cxf 2.4.2 Apache License,

Version 2

Cluster-glue 1.0.5 GPLv2 http://www.gnu.org/licenses/old-licenses/gpl-2.0.html commons-

beanutils commons-

collections commons-

configuration commons-

digester commons-

discovery

1.7 Apache License, Version 2

3.2 Apache License, Version 2

1.5 Apache License, Version 2

1.6 Apache License, Version 2

0.2 Apache License, Version 2

http://www.apache.org/licenses/LICENSE-2.0

https:/www.redhat.com/licenses/gpl.html

http://www.apache.org/licenses/LICENSE-2.0

commonsfileupload

commonshttpclient

commons-io 1.4 Apache License,

commons-jexl 1.0 Apache License,

commonsjxpath

commons-lang 2.3 Apache License,

commonslogging

commons-pool 1.3 Apache License,

corosync 1.2.5 BSD http://opensource.org/licenses/bsd-license.php

Polycom, Inc. 17

1.2.1 Apache License, Version 2

3.0.1 Apache License, Version 2

Version 2

1.2 Apache License, Version 2

Version 2

1.0.4 Apache License, Version 2

Version 2

http://commons.apache.org/fileupload/license.html

http://www.apache.org/licenses/LICENSE-2.0

DMA Operations Guide Third-Party Software

Software Version License Link

dom4j 1.5.2 BSD-style http://www.dom4j.org/license.html drools 4.0.0 Apache License,

Version 2

Hibernate Annotations

Hibernate (core)

Hsqldb 2.0.1-rc1 BSD-style http://hsqldb.org/web/hsqlLicense.html JAF 1.1 Oracle Corporation

jamon 2.2 BSD-style http://jamonapi.sourceforge.net/#JAMonLicense Java JRE 1.7.0.9 Oracle Corporation

JavaMail 1.4 Oracle Corporation

jaxb2-basicsruntime

JBOSS AS 4.2.1 GA LGPLv2.1 http://www.gnu.org/licenses/old-licenses/lgpl-2.1.html

4.2.1.GA LGPLv2.1 http://www.gnu.org/licenses/old-licenses/lgpl-2.1.html

3.2.4 SP 1 LGPLv2.1 http://www.gnu.org/licenses/old-licenses/lgpl-2.1.html

Binary Code License Agreement

0.6.0 BSD-style http://confluence.highsource.org/display/J2B/License

http://www.apache.org/licenses/LICENSE-2.0

http://www.oracle.com/technetwork/java/javase/ downloads/java-se-archive-license-1382604.html

http://www.java.com/en/download/license.jsp

http://www.oracle.com/technetwork/java/ javasebusiness/downloads/java-archive-downloadseeplat-419426.html#javamail-1.4-oth-JPR

Jboss-aop 1.5.5 LGPLv2.1 http://www.gnu.org/licenses/old-licenses/lgpl-2.1.html Jboss-cache 1.4.1.sp14 LGPLv2.1 http://www.gnu.org/licenses/old-licenses/lgpl-2.1.html Jboss-jaxws 2.0.0.GA LGPLv2.1 http://www.gnu.org/licenses/old-licenses/lgpl-2.1.html Jboss-jmx 4.2.1.GA LGPLv2.1 http://www.gnu.org/licenses/old-licenses/lgpl-2.1.html Jboss-

remoting Jboss-

serialization Jgroups 2.4.8.GA LGPLv2.1 http://www.gnu.org/licenses/old-licenses/lgpl-2.1.html jcifs 1.3.2 LGPLv2.1 http://www.gnu.org/licenses/old-licenses/lgpl-2.1.html jna 3.0.9 b0 LGPLv2.1 http://www.gnu.org/licenses/old-licenses/lgpl-2.1.html joesnmp 0.3.4 LGPLv2.1 http://www.gnu.org/licenses/old-licenses/lgpl-2.1.html jsr31 1-api 1.1.1 CDDL http://www.opensource.org/licenses/cddl1.php libesmtp 1.0.4 LGPLv2.1 http://www.gnu.org/licenses/old-licenses/lgpl-2.1.html

18 Polycom, Inc.

2.2.2.sp1 LGPLv2.1 http://www.gnu.org/licenses/old-licenses/lgpl-2.1.html

4.2.1.GA LGPLv2.1 http://www.gnu.org/licenses/old-licenses/lgpl-2.1.html

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