Polycom 3725-77601-001H User Manual
[Type the document title]
Polycom Document Title 1
6.2.4 | June 2013 | 3725-77601-001H
Polycom® CMA® System Operations Guide
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. 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 CMA system
end-user license agreement (EULA).
The EULA for your version is available on the Polycom Support page for the Polycom CMA system.
© 2011-2013 Polycom, Inc. All rights reserved.
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.
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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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Field Input Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Filter and Search a List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Change a Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Log Out of the Polycom CMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Restart or Shut Down a Polycom CMA System . . . . . . . . . . . . . . . . . . . . 6
Emergency Shutdown of a Polycom CMA System . . . . . . . . . . . . . . . . . 7
2 Polycom CMA System Configuration . . . . . . . . . . . . . . . . . . 9
Add DNS SRV Record for Polycom CMA System Services . . . . . . . . . . . . . 9
Configure the Connection to the External Database . . . . . . . . . . . . . . . . . . 10
Configure the Connection to an External Enterprise Directory . . . . . . . . . 10
Configure Redundancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Set Up Video Call Routing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Set Up Automatic Provisioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Set Up Automatic Softupdate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Set Up Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Set Up Directory Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Set Up a Certificate for the Polycom CMA System . . . . . . . . . . . . . . . . . . . . 13
Distribute Polycom Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Distribute Polycom CMA Desktop for Windows Systems . . . . . . . . . 14
Distribute Polycom CMA Desktop for MAC OS Systems . . . . . . . . . . 15
3 Operating in Maximum Security Environments . . . . . . . . . . 17
Maximum Security Mode Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Conference Scheduling in Maximum Security Mode . . . . . . . . . . . . . . . . . . 18
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Endpoint Management in Maximum Security Mode . . . . . . . . . . . . . . . . . . 19
Network Device Management in Maximum Security Mode . . . . . . . . . . . 20
User Management in Maximum Security Mode . . . . . . . . . . . . . . . . . . . . . . 21
Group Management in Maximum Security Mode . . . . . . . . . . . . . . . . . . . . 24
Reporting in Maximum Security Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Device Administration in Maximum Security Mode . . . . . . . . . . . . . . . . . . 26
System Administration in Maximum Security Mode . . . . . . . . . . . . . . . . . 27
Network Intrusion Detection in Maximum Security Mode . . . . . . . . . . . . 34
Troubleshooting in Maximum Security Mode . . . . . . . . . . . . . . . . . . . . . . . 35
Polycom RMX Systems in Secure Mode . . . . . . . . . . . . . . . . . . . . . 21
Scheduler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Operator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Operator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Auditor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
About Machine Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Admin Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Provisioning Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Software Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Server Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Management and Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Dial Plan and Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Backup System Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Troubleshooting Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Report Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
4 Polycom® CMA® System Conference Scheduling Overview . 39
Conference Menu Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Conference Menu and Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Conference Views—Future and Ongoing . . . . . . . . . . . . . . . . . . . . . . . . 42
Conference States . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Context-Sensitive Conference Actions . . . . . . . . . . . . . . . . . . . . . . . . . . 44
General Scheduling Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Scheduling Participants and Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . 45
Bridge Selection and Cascading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Bridge Scheduling and Reassignment . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
5 Conference Scheduling Operations . . . . . . . . . . . . . . . . . . 49
Add/Schedule a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Add/Schedule a New Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
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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 . . . . . . . . . . . . . . . . . . . 61
Edit Conference Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Select a Bridge for a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Create a Cascaded Conference Across Multiple Bridges . . . . . . . . . . . . . . . 67
7 Conference and Participant Management Operations . . . . . 69
Manage an Active Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Add Additional Participants to an Active Conference . . . . . . . . . . . . . . . . 72
Add a Room to an Active Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
View the Video of a Participant in an Active Conference . . . . . . . . . . . . . . 74
Join an Active Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Add a Participant from a Favorites List to an Active Conference . . . . . . . 75
Add/Save a Participant to a Favorites List . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Manage a Participant’s Endpoint During a Conference . . . . . . . . . . . . . . . 76
View a Participant’s Details During a Conference . . . . . . . . . . . . . . . . . . . . 77
Terminate an Active Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Delete a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
8 Conference and Participant Details . . . . . . . . . . . . . . . . . . 81
Conference Image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Conference Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Conference Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Bridge (MCU) Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Participants List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Participant Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Participant Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
9 Endpoint Management Overview . . . . . . . . . . . . . . . . . . . . 89
Endpoint Menu, Views, and Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Monitor View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Endpoint List in the Monitor View . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Actions in the Monitor View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Peripherals View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Peripherals List in the Peripherals View . . . . . . . . . . . . . . . . . . . . . 93
Actions in the Peripheral View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
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Endpoint Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Endpoint Configuration/Provisioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Endpoint Gatekeeper Registration Policies . . . . . . . . . . . . . . . . . . . . . . . . . 132
Endpoint Software Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Endpoint Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Considerations for Third-Party Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . 136
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 . . . . . . . . . . . . . . . . . 97
Scheduled Provisioning View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Endpoint List in the Scheduled Provisioning View . . . . . . . . . . . . 97
Actions in the Scheduled Provisioning View . . . . . . . . . . . . . . . . . 98
Automatic Software Update View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Endpoint List in the Automatic Software Update View . . . . . . . . 99
Actions in the Automatic Software Update View . . . . . . . . . . . . 100
Scheduled Software Update View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Endpoint List in the Scheduled Software Update View . . . . . . . 101
Scheduled Software Update View Actions . . . . . . . . . . . . . . . . . . 102
Provisioning Best Practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Bundled Provisioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
How Bundled Provisioning Works . . . . . . . . . . . . . . . . . . . . . . . . 107
Automatic Provisioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
How Automatic Provisioning Works . . . . . . . . . . . . . . . . . . . . . . . 108
Automatic Provisioning Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Profile Order and Priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Scheduled Provisioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
How Scheduled Provisioning Works . . . . . . . . . . . . . . . . . . . . . . . 113
Scheduled Provisioning Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Automatic Software Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
How Automatic Software Update Works . . . . . . . . . . . . . . . . . . . 133
Automatic Software Update Profiles . . . . . . . . . . . . . . . . . . . . . . . 133
Automatic Software Update Versions . . . . . . . . . . . . . . . . . . . . . . 134
Peripheral Software Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Scheduled Software Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Enable TANDBERG Endpoints Global Address Book Access . . . . . 137
Considerations for LifeSize Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . 137
Enabling Management of LifeSize Endpoints . . . . . . . . . . . . . . . . . . . 137
Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Scheduled Provisioning of Selected TANDBERG Endpoints . . . . . . 138
Scheduled Provisioning of LifeSize Endpoints . . . . . . . . . . . . . . . . . . 157
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Provisioning of LifeSize Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
10 Endpoint and Peripheral Management Operations . . . . . . 165
Endpoint Management Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
View Device Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
Add an Endpoint or Find an Endpoint on the Network . . . . . . . . . . 170
Edit an Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
Delete an Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
View an Endpoint’s Video Feed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Clear an Endpoint Help Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Send a Message to an Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Reboot an Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Associate a User with an Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Search for Endpoints in a Range of IP Addresses . . . . . . . . . . . . . . . . 178
View Peripherals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Peripheral View Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Delete Peripheral . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Display Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
11 Endpoint Provisioning Operations . . . . . . . . . . . . . . . . . . 181
Bundled Provisioning Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
View the Provisioning Bundle List . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
Download a Provisioning Bundle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
Delete a Provisioning Bundle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
Automatic Provisioning Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
View the Automatic Provisioning List and Details . . . . . . . . . . . . . . . 183
Add an Automatic Provisioning Profile . . . . . . . . . . . . . . . . . . . . . . . . 183
Edit an Automatic Provisioning Profile . . . . . . . . . . . . . . . . . . . . . . . . 184
Edit the Profile Order for an Automatic Provisioning Profile . . . . . . 185
Clone an Automatic Provisioning Profile . . . . . . . . . . . . . . . . . . . . . . . 185
Delete an Automatic Provisioning Profile . . . . . . . . . . . . . . . . . . . . . . 185
Scheduled Provisioning Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
View the Scheduled Provisioning List and Details . . . . . . . . . . . . . . . 186
Add a Scheduled Provisioning Profile . . . . . . . . . . . . . . . . . . . . . . . . . 186
Edit a Scheduled Provisioning Profile . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Clone a Scheduled Provisioning Profile . . . . . . . . . . . . . . . . . . . . . . . . 187
Delete a Scheduled Provisioning Profile . . . . . . . . . . . . . . . . . . . . . . . . 188
Schedule an Endpoint for Provisioning . . . . . . . . . . . . . . . . . . . . . . . . 188
Check the Status of a Scheduled Provisioning . . . . . . . . . . . . . . . . . . . 189
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12 Endpoint Software Update Operations . . . . . . . . . . . . . . . 191
Automatic Software Update Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Scheduled Software Update Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
Clear the Status of Scheduled Provisioning . . . . . . . . . . . . . . . . . . . . . 189
Cancel a Scheduled Provisioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
View Automatic Software Update Information . . . . . . . . . . . . . . . . . . 191
View Automatic Software Update Packages . . . . . . . . . . . . . . . . . . . . 192
Set Maintenance Window for Automatic Software Updates . . . . . . . 193
Implement Automatic Software Updates for Endpoints . . . . . . . . . . 193
List the Serial Numbers for the Endpoints to be Updated . . . . . 194
Download the Required Software Package . . . . . . . . . . . . . . . . . . 195
Request Update Activation Keys . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Upload the Software Package and Create a Software Update
Package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
Set an Automatic Software Update Policy . . . . . . . . . . . . . . . . . . . 197
Trial a Software Update Package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Create a Local Trial Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Upload the Software Package and Create a Trial Software Update
Package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
Promote the Trial Software Update Package to Production . . . . 199
Delete the Trial Software Update Package . . . . . . . . . . . . . . . . . . 200
View and Implement Software Updates for Peripherals . . . . . . . . . . 200
View Software Updates for Peripherals . . . . . . . . . . . . . . . . . . . . . 201
Upload Peripheral Software Updates to the CMA Web Server . 202
Configure Peripheral Updates for Production . . . . . . . . . . . . . . . 202
Configure Peripheral Updates for Trial . . . . . . . . . . . . . . . . . . . . . 204
View Scheduled Software Update Information . . . . . . . . . . . . . . . . . . 206
View List of Software Update Packages . . . . . . . . . . . . . . . . . . . . . . . . 206
Implement Scheduled Software Updates for Endpoints . . . . . . . . . . 206
List the Serial Numbers for the Endpoints to be Updated . . . . . 206
Download the Required Software Package . . . . . . . . . . . . . . . . . . 207
Request Update Activation Keys . . . . . . . . . . . . . . . . . . . . . . . . . . 208
Upload the Software Package and Create a Software Update Profile
209
Schedule the Software Update for Endpoints . . . . . . . . . . . . . . . . 209
Cancel Software Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
13 Device Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
Device Summary Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
Device Status Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215
Call Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
Device Alerts Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218
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Provisioning Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218
Software Update Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
14 Network Device Management Overview . . . . . . . . . . . . . 221
Network Device Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221
Network Device Menu, Views, and Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . 221
Monitor View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
Network Device List in the Monitor View . . . . . . . . . . . . . . . . . . 222
Actions in the Monitor View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224
VBP View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224
MCU View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225
DMA View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225
15 MCU Bridge Management Operations . . . . . . . . . . . . . . . 227
View Device Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227
Add an MCU Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232
Edit an MCU Bridge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233
Enable Cascading Conferences on Polycom MCUs . . . . . . . . . . . . . . . . . . 234
Delete an MCU Bridge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
View Bridge Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
View Bridge Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236
View Bridge Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236
View Bridge Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236
View Bridge Meeting Rooms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
View Bridge Entry Queues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
View Bridge Gateway Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
16 Management Operations for Other Network Devices . . . . 239
Polycom VBP Management Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239
Add a Polycom VBP Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240
Copy the CMA System Certificate to a Polycom VBP Device . . . . . . 240
Edit a Polycom VBP Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
Delete a Polycom VBP Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
Identify Endpoints Using the Polycom VBP Device . . . . . . . . . . . . . . 241
Polycom DMA Management Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Add a Polycom DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Edit a Polycom DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Delete a Polycom DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
View Registered DMA Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
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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 . . . . . . . . . . . . . . . . . . . . . . . . . 247
MCU Resources—Polycom RMX Platform . . . . . . . . . . . . . . . . . . . . . . . . . 248
18 Users and Groups Overview . . . . . . . . . . . . . . . . . . . . . . 249
Overview of Groups, Users, and User Roles . . . . . . . . . . . . . . . . . . . . . . . . 249
Device Associations and Presence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259
Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249
Local Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249
Enterprise Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250
Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250
Local Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251
Enterprise Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251
Roles and Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252
Default CMA System Roles and Permissions . . . . . . . . . . . . . . . . . . . . 253
Scheduler Roles, Responsibilities, and Menus . . . . . . . . . . . . . . . . . . . 255
Operator Role, Responsibilities, and Menus . . . . . . . . . . . . . . . . . . . . 255
Device Administrator Role, Responsibilities, and Menus . . . . . . . . . 256
Auditor Role, Responsibilities, and Menus . . . . . . . . . . . . . . . . . . . . . 257
Administrator Role, Responsibilities, and Menus . . . . . . . . . . . . . . . . 258
Customized Roles and Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . 258
19 User Management Operations . . . . . . . . . . . . . . . . . . . . . 261
Manage Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
Search for a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
View User Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262
Add a Local User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263
Edit a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265
View Permissions for a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266
Delete a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266
Unlock a User Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267
Manage Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268
Add a Local Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268
Import Enterprise Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
Edit a Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270
Delete a Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270
Manage User Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270
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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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274
View the Groups and Users Associated with a User Role . . . . . . . . . 274
Manage System Guest Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275
User Menu and Guest Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275
Context-Sensitive Guest Book Actions . . . . . . . . . . . . . . . . . . . . . . . . . 276
Add a Guest to the System Guest Book . . . . . . . . . . . . . . . . . . . . . . . . 276
Edit a Guest in the System Guest Book . . . . . . . . . . . . . . . . . . . . . . . . . 278
Delete a Guest from the System Guest Book . . . . . . . . . . . . . . . . . . . . 279
Manage Favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279
Add a Favorites List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279
Edit a Favorites List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280
Delete a Favorites List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280
20 System Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281
Site Statistics Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281
Site Link Statistics Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283
H.323 Call Detail Records Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284
Call Detail Record Report Administration . . . . . . . . . . . . . . . . . . . . . . 285
Modify the CDR Retention Period . . . . . . . . . . . . . . . . . . . . . . . . . 285
Schedule Weekly Archives of the CDR Report . . . . . . . . . . . . . . . 285
Endpoint Usage Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
Conference Type Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292
Gatekeeper Message Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294
View and Export the Gatekeeper Message Log . . . . . . . . . . . . . . . . . . 294
Define Log Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295
Clear Events from the Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296
Pause and Restart Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296
View and Export System Log Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300
Change the System Log Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300
Download Windows Event Log Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301
View and Download Audit Log Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301
Backup and Delete Audit Log Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 302
CMA System Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303
21 System Administration Overview . . . . . . . . . . . . . . . . . . . 307
Polycom CMA System Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307
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System Administration Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317
22 Conference Setup Overview . . . . . . . . . . . . . . . . . . . . . . 321
Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321
Conference Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 334
23 Conference Setup Operations . . . . . . . . . . . . . . . . . . . . . 337
View the Conference Templates List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337
Add a Conference Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338
Edit a Conference Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338
Delete a Conference Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339
Set Conference Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339
Disable Conference Auto-Launch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339
Disable Conference Time Warning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339
Overbooking Dial-in Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340
Add Customized Text to E-mail Notifications . . . . . . . . . . . . . . . . . . . . . . 340
Edit Customized Text in E-mail Notifications . . . . . . . . . . . . . . . . . . . . . . . 341
Delete Customized Text in E-mail Notifications . . . . . . . . . . . . . . . . . . . . . 341
Dashboard Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308
Dashboard Panes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308
24 Room Overview and Operations . . . . . . . . . . . . . . . . . . . 343
Local and Enterprise Meeting Rooms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343
View the Rooms List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344
Add a Local Room . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344
Add an Enterprise Room . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345
Edit a Room . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346
Delete a Room . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346
25 Area Overview and Operations . . . . . . . . . . . . . . . . . . . . 347
Areas Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347
How Areas Work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347
Area Best Practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348
View Areas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349
Create Area Administrator Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350
Enable, Configure, and Customize Areas . . . . . . . . . . . . . . . . . . . . . . . . . . 350
Add Areas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351
Assign Devices to Areas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351
Associate Users with Areas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352
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Change Area Association for Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353
Delete an Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353
26 Directory Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355
Directory Management Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355
Directory Management Supported Configurations . . . . . . . . . . . . . . . . . . 356
Multiple Forests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356
Multiple Domains . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356
Viable options: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356
Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356
Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357
How Global Catalog Searches Work . . . . . . . . . . . . . . . . . . . . . . . . . . . 358
Accounts Required for the CMA System . . . . . . . . . . . . . . . . . . . . . . . 359
CMA System Service Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359
CMA System Computer Account . . . . . . . . . . . . . . . . . . . . . . . . . . 359
Understanding Base DN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359
Understanding Exclusion Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361
Polycom CMA System and Windows Authentication . . . . . . . . . . . . . . . . 362
Directory Management Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363
Integrate with Enterprise Directory Server Option . . . . . . . . . . . . . . . 363
Create the Polycom CMA System Service Account . . . . . . . . . . . 364
Create the Polycom CMA System Computer Account . . . . . . . . 365
Enable Integration with the Enterprise Directory Server . . . . . . 366
Allow Delegated Authentication to Enterprise Directory Server . . . 367
Remove or Include Dynamically-Managed Endpoints in the Global
Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 368
Remove or Include Guest Book Entries in the Directory . . . . . . . . . . 369
Support LifeSize Endpoints in Directories . . . . . . . . . . . . . . . . . . . . . . 369
Modify Directory Listings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369
Configure LDAP Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370
27 Directory Setup Operations . . . . . . . . . . . . . . . . . . . . . . . 371
View the Global Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 371
Set or Change the GAB Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 372
28 Multiple Address Books . . . . . . . . . . . . . . . . . . . . . . . . . . 373
Multiple Address Books Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373
How Multiple Address Books Work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374
View the Address Book List and Details . . . . . . . . . . . . . . . . . . . . . . . . . . . 375
Add an Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375
Edit an Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 377
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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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 381
Copy an Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 382
29 Polycom CMA System Setup Overview . . . . . . . . . . . . . . . 383
Server Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383
Polycom CMA System Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384
Polycom CMA System Site Topology and Dial Plan Set Up . . . . . . . . . . . 386
Polycom CMA System Gatekeeper Functionality . . . . . . . . . . . . . . . . . . . 394
Routing Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 398
Polycom CMA System Integration with Microsoft Outlook . . . . . . . . . . . 399
Polycom CMA System Integration with Microsoft Lync Server 2010 or
Microsoft Office Communications Server 2007 . . . . . . . . . . . . . . . . . . . . . . 401
Endpoint Directory and Directory Settings . . . . . . . . . . . . . . . . . . . . . . . . . 401
Sites List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387
Add/Edit Site Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388
Site Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392
Add/Edit Site Link Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . 392
Site-to-Site Exclusions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392
Territories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393
Add/Edit Territory Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . 393
Network Clouds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394
Add/Edit Network Cloud Dialog Box . . . . . . . . . . . . . . . . . . . . . 394
Default, Redundant, Alternate, and Neighboring Gatekeepers . . . . 395
Default Gatekeeper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395
Redundant Gatekeeper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395
Alternate Gatekeeper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 396
Neighboring Gatekeeper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 396
Device Registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 396
Direct Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 398
Routed Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 398
Standard Polycom CMA System and Reserved Conferencing . . . . . 399
Polycom Conferencing for Microsoft Outlook, Reservationless
Conferencing, and Calendaring Management . . . . . . . . . . . . . . . . . . . 400
30 Server Setting Operations . . . . . . . . . . . . . . . . . . . . . . . . 403
Edit the Polycom CMA System Network Settings . . . . . . . . . . . . . . . . . . . 403
Edit the Polycom CMA System Time Settings . . . . . . . . . . . . . . . . . . . . . . 404
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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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407
Integrate with Microsoft Lync Server 2010 or Microsoft Office
Communications Server 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407
Provision Group for Microsoft Lync or Microsoft Office
Communications Server Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . 408
Provision SIP Settings for Microsoft Lync or Microsoft Office
Communications Server Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . 408
View Current Polycom CMA System Licensing . . . . . . . . . . . . . . . . . . . . . 410
Add Polycom CMA System Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411
Request a Software Activation Key Code . . . . . . . . . . . . . . . . . . . . . . . 411
Enter the Polycom CMA System Activation Key . . . . . . . . . . . . . . . . 411
Reclaim Polycom CMA Desktop Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . 412
Add or Remove a Polycom CMA System Custom Logo . . . . . . . . . . . . . . 412
Add or Remove a Polycom CMA Desktop Custom Logo . . . . . . . . . . . . . 413
Edit the Polycom CMA System E-mail Account . . . . . . . . . . . . . . . . . . . . . 414
31 Polycom CMA System SNMP . . . . . . . . . . . . . . . . . . . . . . 415
SNMP Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 415
Polycom CMA System SNMP Operations . . . . . . . . . . . . . . . . . . . . . . . . . . 417
Enable SNMP Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 417
Edit the SNMP Settings for a Polycom CMA System . . . . . . . . . . . . . 417
Add an SNMP Notification Receiver . . . . . . . . . . . . . . . . . . . . . . . . . . . 419
Configure Alert Thresholds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421
Download Polycom CMA System MIB Package . . . . . . . . . . . . . . . . . 422
Change the SNMP Communication Port . . . . . . . . . . . . . . . . . . . . . . . 424
32 Database Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . 425
Overview of the Polycom CMA System Database . . . . . . . . . . . . . . . . . . . 425
Internal Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 426
External Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 426
Database Restoration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 427
Database Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 427
Integrate a Polycom CMA System to an External Database . . . . . . . 428
Revert a Polycom CMA System to its Internal Database . . . . . . . . . . 428
Copy the CMA System Database Backup Files . . . . . . . . . . . . . . . . . . 428
Reformat the Existing Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429
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33 Polycom CMA System Redundancy . . . . . . . . . . . . . . . . . 431
Polycom CMA 5000 System Redundancy Overview . . . . . . . . . . . . . . . . . 431
Implement a Redundant Polycom CMA 5000 System . . . . . . . . . . . . . . . . 434
License a Redundant Polycom CMA System . . . . . . . . . . . . . . . . . . . . . . . 437
Failover to a Redundant Polycom CMA 5000 System Server . . . . . . . . . . 437
Discontinue Redundancy on a Polycom CMA 5000 System Configuration .
438
34 Gatekeeper Management . . . . . . . . . . . . . . . . . . . . . . . . 439
Primary Gatekeeper Management Operations . . . . . . . . . . . . . . . . . . . . . . 439
Alternate Gatekeeper Management Operations . . . . . . . . . . . . . . . . . . . . . 442
Neighboring Gatekeeper Management Operations . . . . . . . . . . . . . . . . . . 443
How Redundancy Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 431
Redundant Configuration System Administration . . . . . . . . . . . . . . . 433
Configure the External Database for Redundancy . . . . . . . . . . . . . . . 435
Set the Virtual IP Address for the Redundant System . . . . . . . . . . . . 436
Edit the Primary Gatekeeper Settings . . . . . . . . . . . . . . . . . . . . . . . . . . 439
Configure Prefixed Based Registration . . . . . . . . . . . . . . . . . . . . . . . . . 441
Add an Alternate Gatekeeper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 442
Edit the Alternate Gatekeeper Settings . . . . . . . . . . . . . . . . . . . . . . . . . 443
Remove the Alternate Gatekeeper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443
View Neighboring Gatekeepers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443
Add a Neighboring Gatekeeper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 444
Edit a Neighboring Gatekeeper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 444
Delete a Neighboring Gatekeeper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 444
35 Management & Security Operations . . . . . . . . . . . . . . . . 445
Update the Polycom CMA System Software . . . . . . . . . . . . . . . . . . . . . . . . 445
Manage Certificates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 446
Certificates Accepted by the Polycom CMA System . . . . . . . . . . . . . 446
Certificate Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 448
View Certificates and Certificate Details . . . . . . . . . . . . . . . . . . . . 448
Create a Certificate Signing Request . . . . . . . . . . . . . . . . . . . . . . . 450
Install a Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 451
Upload a Certificate Revocation List . . . . . . . . . . . . . . . . . . . . . . . 452
Delete a Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453
View the Expiration Dates for Certificates and CRLs . . . . . . . . . 454
Change the System User Interface Timeout and Number of Sessions . . 454
Give Enterprise Users Default Scheduler Role . . . . . . . . . . . . . . . . . . . . . . 455
Change the Message for Enterprise Users without a Role . . . . . . . . . . . . 455
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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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 458
Add Machine Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 460
Change Internal Database Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461
36 Dial Plan Setup Operations . . . . . . . . . . . . . . . . . . . . . . . 463
Site Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 463
View the Graphical Site Topology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 464
View the Sites List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 464
Add a Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 465
View Site Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 473
Assign Locations to a Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 473
Edit Site Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 475
Edit Site Provisioning Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 475
Delete a Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 476
Set Up SIP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 476
Edit SIP URI Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 477
Site Link Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 478
View the Site Links List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479
Add a Site Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479
Edit a Site Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479
Delete a Site Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 480
Site-to-Site Exclusions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 480
View the Site-to-Site Exclusion List . . . . . . . . . . . . . . . . . . . . . . . . . . . . 480
Add a Site-to-Site Exclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 481
Edit a Site-to-Site Exclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 481
Delete a Site-to-Site Exclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 481
Territories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 482
View the Territory List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 482
Add a Territory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 482
Edit a Territory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 482
Delete a Territory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 483
Network Clouds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 483
View the List of Network Clouds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 483
Add a Network Cloud . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 483
Edit a Network Cloud . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 484
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Dial Plan Service Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 485
Dial Rule Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 492
Least-Cost Routing Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 498
E.164 Numbering Scheme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 504
E.164 Numbering Scheme Explained . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 505
Delete a Network Cloud . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 484
Conference on Demand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 485
Simplified Dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 486
View the Services List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 490
Add a Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 490
Edit a Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 491
Delete a Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 491
Default Dial Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 494
Parts of a Dial Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 494
Pattern Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 494
Routing Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 495
Examples of Custom Dial Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 495
View the Dial Rules List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 496
Add a Dial Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 497
Enable or Disable Dialing Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 497
Edit a Dial Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 498
How Least-Cost Routing Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 499
Example of Least-Cost Routing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 499
LCR Tables for Three Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 499
Call Scenario One . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 501
Call Scenario Two . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 501
Determining Area Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 502
Determining Country Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 502
Determining the Weighted Cost . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 502
View the Least Cost Routing Tables List . . . . . . . . . . . . . . . . . . . . . . . 503
Add a Least Cost Routing Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 503
Edit a Least Cost Routing Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 503
Delete a Least Cost Routing Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 504
E.164 Implementation in the CMA System . . . . . . . . . . . . . . . . . . . . . . 504
E.164 Alias Assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 504
E.164 Numbering Scheme Default Settings . . . . . . . . . . . . . . . . . . . . . 505
Generating E.164 Aliases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 508
Setting-up an E.164 Alias in a User Dial String Reservation . . . . 508
Setting-up an E.164 Alias in a Room Dial String Reservation . . 509
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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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 515
Add a Remote Alert Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 516
Associate a Remote Alert Profile With a User . . . . . . . . . . . . . . . . . . . 518
Edit a Remote Alert Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 519
Disable a Remote Alert Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 519
Delete a Remote Alert Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 519
Disable CMA System Remote Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 520
38 System Management and Maintenance . . . . . . . . . . . . . . 521
Management and Maintenance Overview . . . . . . . . . . . . . . . . . . . . . . . . . 521
Administrator Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 521
Administrative Best Practices 522
Auditor Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 522
Auditor Best Practices 523
Recommended Regular Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 523
39 System Backup and Recovery Operations . . . . . . . . . . . . . 525
Backup Internal Databases and System Configuration . . . . . . . . . . . . . . . 525
Backup the CMA System Internal Databases . . . . . . . . . . . . . . . . . . . . 526
Backup the CMA System Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 526
Restore Database and System Configuration . . . . . . . . . . . . . . . . . . . . . . . 527
Restore to Factory Default Image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 527
Restore from a Backup Archive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 528
40 System Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . 529
Troubleshooting Utilities Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 529
Troubleshooting Specific Types of Issues . . . . . . . . . . . . . . . . . . . . . . . . . . 531
Registration Problems and Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . 531
Point-to-Point Calling Problems and Solutions . . . . . . . . . . . . . . . . . . 533
MCU and Gateway Dialing Problems and Solutions . . . . . . . . . . . . . 534
Conference On Demand Problems and Solutions . . . . . . . . . . . . . . . . 535
Gatekeeper Cause Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 535
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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
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Polycom® CMA® System Overview
1
This chapter provides an overview of the Polycom® Converged Management
Application™ (CMA
• Polycom CMA System Features and Capabilities
• Polycom CMA System Models
• Minimum System Requirements
• Working in the Polycom CMA System
®
) system and includes these topics:
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:
• The Polycom
systems—an easy-to-use video and audio conferencing application that
lets your users see and hear the people they call on their desktop system.
• Automatic provisioning for dynamically-managed endpoint systems and
scheduled provisioning for standardly-managed and legacy endpoints.
• Automatic softupdates for dynamically-managed endpoint systems and
scheduled softupdates for standardly-managed and legacy endpoints.
CMA Desktop client for Windows and MAC operating
• On-demand conferencing using embedded MCUs or external MCUs.
• Conference scheduling via the CMA system Web Scheduler or the
optional Polycom Scheduling Plugins for Microsoft
®
Lotus
• Advanced routing to distribute audio and video calls across multiple
conferencing platforms (MCUs), creating a single seamless resource pool.
• Firewall management capabilities which enable videoconferencing across
firewalls.
• Gatekeeper as well as alternate and neighboring gatekeeper functionality.
Polycom, Inc. 1
Notes.
®
®
Outlook® or IBM®
Polycom CMA System Operations Guide
• Access to user and room directories for on-demand and scheduled calls.
• Device monitoring and management.
• Conference monitoring and management.
• An optional high-availability, redundant management server
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.
configuration.
Polycom CMA System Models
Polycom offers two CMA system models.
• The single microprocessor CMA 4000 system supports up to 400
concurrently registered endpoints and 240 concurrent calls. Integration
with a corporate directory and an external database is optional. The CMA
4000 system is not available in redundant configurations or maximum
security configurations.
• The dual microprocessor CMA 5000 system can support up to 5000
concurrently registered endpoints and 3000 concurrent calls in direct
mode and 1500 concurrent calls in routed mode. The CMA 5000 system is
also available in an optional redundant configuration.
Integration with a corporate directory is optional for CMA 5000 systems.
Integration with an external database (Microsoft SQL Server) is required
for redundant CMA 5000 systems or for CMA 5000 systems supporting
more than 400 concurrently registered endpoints and 240 concurrent calls.
Minimum System Requirements
The Polycom CMA System Release Notes describe the minimum system
requirements for your CMA system. To find the most current Release Notes, go
to support.polycom.com and navigate to UC Infrastructure > Polycom
Converged Management Application CMA 4000 & 5000.
Any scheduled call that requires an external MCU requires a Polycom RMX
or Polycom MGC
a dial-in participant requires an external MCU. And some features and
™
conferencing platform. For example, any conference with
™
2 Polycom, Inc.
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. It includes these topics:
• Log Into the Polycom CMA System
• Field Input Requirements
• Filter and Search a List
• Change a Password
• Log Out of the Polycom CMA System
• Restart or Shut Down a Polycom CMA System
• Emergency Shutdown of a Polycom CMA System
Log Into the Polycom CMA System
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.
If your system is operating in maximum security mode, you may use only
Microsoft Internet Explorer.
• Adobe
• The IP address or host name of the CMA system server and your
Note
The CMA system user interface is best viewed with an SXGA display resolution of
at least 1280x1024 pixels. The minimum support display resolution is XGA
1024x768 pixels.
Generally, you get three opportunities to enter the correct password. After
three failed attempts, the system returns an error message.
®
Flash® Player 9.x or 10.x
username, password, and domain.
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Polycom CMA System Operations Guide
To l og in to a C MA sy st em
1 Open a browser window and in the Address field enter the CMA system
2 When the CMA system Log In screen appears, enter your Username and
3 If necessary, select a different Language or Domain.
4 Click Login.
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.
Password.
If you log in as an administrator, you see the CMA system Dashboard.
For more information about roles and the functionality associated with
roles, see “Default CMA System Roles and Permissions” on page 253.
Field Input Requirements
While every effort was made to internationalize the CMA system, not all
system fields accept Unicode entries. If you work in a language other than
English, be aware that some CMA system fields may accept only ASCII or
extended ASCII characters.
Filter and Search a List
In the CMA system interface, information is often summarized in lists or grids.
Lists that include many items may have filters or searchable fields, which
allow you to view a subset of items or search for a specific entry. The available
filtering options depend on the type of information in the list. For example in
the conference list:
• If you select Custom Date as the filter, a calendar filter field appears.
• If you select Ongoing Plus as the filter, an attribute option appears. You
In general, most text filter fields are ASCII only and the CMA system search
function is a case-insensitive, substring search. That means when you enter a
search string, the CMA system looks for that string whereever it occurs
(beginning, middle, or end) in the word or number.
can select the attribute Conference Name and enter all or part of the
conference name into the associated text field.
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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.
For example, all of the following searches for a participant will find Barbara
Smithe:
Barbara
Smithe
Bar
Smi
To optimize LDAP searches, the CMA system (and its dynamically-managed
endpoints) searches only indexed LDAP fields and a limited set of attributes.
The attributes include:
ObjectCategory
memberOf
DisplayName
GivenName
Sn
Cn
Samaccountname
groupType
distinguishedName
objectGuid
Change a Password
These are the requested attributes to be returned by the search:
Sn
Givenname
Mail
Ou
Objectguid
Telephonenumber
Cn
Samaccountname
Memberof
Displayname
Objectclass
Title
localityName
department
For local users, CMA system password requirements (for example, password
length and password age) are managed by the CMA system administrator. For
enterprise users, CMA system password requirements are managed by
Microsoft Active Directory.
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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.
Restart or Shut Down a Polycom CMA System
You have several options for an orderly shutdown or restart of a CMA system
in non-emergency situations.
The options for an orderly shutdown or restart of the system include:
• Use the Shutdown option on the user interface when you must disconnect
the CMA system server for some reason; for example, to move it. All CMA
system functionality is stopped during a Shutdown.
• If the system interface is not available and you must shut down the
system, press once (but do not hold) the power switch on the CMA system
server. This is equivalent to selecting the Shutdown option described
previously.
• Use the Restart option on the user interface when you must cycle the CMA
system for some reason; for example, if the system locks up or loses
connection with the database.
If you have access to the CMA system user interface, you can also stop future
scheduled conferences from starting automatically and wait for active
conferences to end before performing an orderly shut down or restart of the
system.
During a restart, the system will drop all IP conferences. In general, ISDN
conferences will not drop. Also, endpoints registered to the gatekeeper will
drop. IP endpoints not registered with the gatekeeper can continue in
conference.
6 Polycom, Inc.
Polycom® CMA® System Overview
To restart or shut down a CMA system
1 (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.
2 Go to Admin > Dashboard and click Restart or Shutdown , as
required.
In a redundant CMA system configuration, if you requested a shutdown
of the primary server, the system displays a warning indicating that it is
initiating a failover.
If you select Restart, it may take the CMA system up to 10 minutes to
shutdown and then restart all server processes.
Emergency Shutdown of a Polycom CMA System
You have two options to perform an emergency shutdown of a CMA system.
Use these options only when you must immediately cut power to the server.
• Press and hold the power switch on the CMA system server.
• Pull the system power cord.
After an emergency shutdown (that is when you press and hold the power
switch, or you pull the system cord, or you lose power to the system), a system
battery may continue to cache information until the battery runs out. In this
case, the system enters an error state. To recover, you must connect a keyboard
and monitor to the CMA system and boot the system to clear the error
message. Then the system can begin recovery.
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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
Time Setup. It includes these topics:
• Add DNS SRV Record for Polycom CMA System Services
• Configure the Connection to the External Database
®
Converged Management Application™ (CMA®) system after First
• Configure the Connection to an External Enterprise Directory
• Configure Redundancy
• Set Up Video Call Routing
• Set Up Automatic Provisioning
• Set Up Automatic Softupdate
• Set Up Conference Templates
• Set Up Directory Services
• Set Up a Certificate for the Polycom CMA System
• Distribute Polycom Applications
IMPORTANT
If during First Time Setup, you enabled the Maximum Security option, please see
“Operating in Maximum Security Environments” on page 17 for information about
how the system operates in this configuration.
Add DNS SRV Record for Polycom CMA System Services
You must configure the DNS server, if you wish it to resolve queries for the
CMA system by the CMA system’s host name or IP address.
We recommend that the DNS server be configured to find the CMA system by
its fully qualified domain name (FQDN). This ensures that client systems
running desktop Polycom CMA Desktop can access the CMA system.
Polycom, Inc. 9
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.
To dynamically manage endpoints (which includes automatic provisioning,
automatic softupdate, and presence) right out-of-the-box, they must be able to
automatically discover the CMA system. This means you must add the DNS
service record (SRV record) for the CMA system. The lookup key for this
service record is
__cmaconfig._tcp.customerdomain.com 86400 IN SRV 0 0 443 cma5000.customerdomain.com
For more information about DNS, DNS records, and how DNS works, see
Microsoft Technet
(http://technet.microsoft.com/en-us/library/cc772774(WS.10).aspx).
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.
_cmaconfig._tcp
. So the record will resemble this:
Configure the Connection to the External Database
If during First Time Setup you did not configure the CMA system to use an
external Microsoft SQL Server database, but need to do so now, see “Database
Operations” on page 427.
Note
It is not recommended, but you can create the CMA system databases manually
using Microsoft SQL scripts. Contact Polycom Global Services to request the
creation scripts.
Integration with an external Microsoft SQL Server database is required for
redundant CMA 5000 systems or for CMA 5000 systems supporting more than
400 concurrently registered endpoints and 240 concurrent calls.
Configure the Connection to an External Enterprise Directory
If during First Time Setup you did not configure your CMA system to use an
enterprise directory, but need to do so now, see “Directory Operations” on
page 355.
Connecting to an enterprise directory allows users to enter their network
usernames and password to log into CMA system. It also allows users to
access the enterprise directory when selecting conference participants.
10 Polycom, Inc.
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