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 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).
This product includes software developed by the Apache Software Foundation (http://
www.apache.org/).
Trademark Information
Polycom®, the Polycom logo design and ViewStation are registered trademarks, Global
Management System, PathNavigator, Via Video, iPower, WebCommander and Polycom OneDial
are a trademark of Polycom, Inc. in the United States and various other countries. All other
trademarks are the property of their respective owners.
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.
Welcome to Polycom® Global Management System™, a client/server software tool designed
to enable and support centralized management of your enterprise-wide video communications
network.
Global Management System can:
• Manage and update a network of Polycom endpoints from your local desktop and
minimize time spent maintaining video conferencing infrastructure.
• Obtain a global view of Polycom video endpoints connected to your network.
• Perform remote software management for SoundStation VTX 1000.
• Proactively and remotely identify when network errors and problems with ISDN lines or IP
connections occur.
About this Guide
The Global Management System User Guide provides detailed information about the product
and how to operate it. This manual is designed to be used as a reference tool for Polycom video
communications network management.
About the Online Help
An Online Help system has been integrated with Global Management System. The Help contains
the same information in the User Guide but offers immediate access when running Global
Management System.
Conventions used
NOTE: Points out that the features and functionality or instructions noted are crucial.
Bold Text: Indicates that these are command buttons or terms emphasizing a function
in Global Management System.
AAA > BBB > CCC: Represents a menu or selection tree.
“Items encased by quotes” are referring to when the user highlights an on-screen item
with the mouse.
1Chapter 1 Getting StartedGlobal Management System User’s Guide
What’s New
What’s New?
• Full support for VSX3000 and V500
• Support for VTX 1000 conference phones
• VSX Group as the device type has been changed to V-Series. This new device type also
includes VSX3000 and V500.
2Chapter 1 Getting StartedGlobal Management System User’s Guide
System Requirements
Server Requirements
• 650MHz Intel® Pentium® III or compatible
• 128MB RAM (256MB recommended for Windows® 2000 Server)
• At least 300MB free hard-drive space
• One of the following:
Windows 2003 Server
Windows 2000 Server or Advanced Server with Service Pack 3
• Microsoft Internet Information Services 4.0
• Microsoft Active Directory (if using the LDAP directory services option)
• Internet Explorer 6.0 or higher with Service Pack 1
Client Console Requirements
Client machines running the Global Management System browser interface must meet the following requirements:
• One of the following:
Windows XP
Windows 2000 (Professional or Server)
Windows 98
Windows NT 4.0 (Workstation or Server)
• Internet Explorer 5.0 or higher (IE 6.0 is recommended)
3Chapter 1 Getting StartedGlobal Management System User’s Guide
System Requirements
Endpoint Software Requirements
V-Series Software
•All software versions are supported
ViaVideo Software
•ViaVideo 5.0 or greater
iPower Software
•iPower 5.0 or greater
PathNavigator
•PathNavigator 1.0 or greater
MGC
•MGC version 5.0 or greater
WebCommander
•WebCommander 4.0 or greater
VTX 1000
•VTX Software Release 1.30 or greater
4Chapter 1 Getting StartedGlobal Management System User’s Guide
Before You Begin
Steps to Deploying Global Management System
1. Activate your license. This can be accomplished on the Product Activation page,
http://extranet.polycom.com. For more information, refer to the Licensing section in this
User Guide. This step must be done prior to Product Activation because the serial number
of the product is established at this step.
2. Register your product. Product registration associates you as the user of the product, this
is a separate step from Product Activation.
3. Install Global Management System.
This may include installing MSDE, the Polycom Datastore and this version of Global
Management System.
4. Make sure that your endpoints are ready and connected to your local area network. For
more information, refer to Endpoint setup on the next page.
5. Log into Global Management System by navigating to http://server IP address/pwx/
admin.asp.
6. Search the network for the video endpoints by selecting the appropriate IP address range.
For more information, refer to this section in the System Management section of this User
Guide.
7. Register the endpoints to the Global Directory. This can easily be accomplished by
setting up a prole in Provisioning and sending the Global Directory information to all of
the managed endpoints. Refer to the Global Directory and Provisioning sections of this
User Guide for more information.
5Chapter 1 Getting StartedGlobal Management System User’s Guide
Before You Begin
Endpoint setup
V-Series
Make sure the unit is connected to the LAN and is turned on. V-Series will auto detect LAN properties and provide guidance in setting up this feature.
ViewStation Support
For Global Management System to fully support management and monitoring of the ViewStation,
You will need to:
• Connect ViewStations to the LAN
• Install Global Management System software on a computer that meets the minimum
system requirements
• Update the ViewStations software to at least version 6.0
You must update ViewStations software to at least Version 6.0, otherwise, Global Management
System cannot provide the system status information for ViewStations that are not yet updated.
For instructions on connecting your ViewStations to your LAN please refer to page 114.
ViaVideo Support
Install the latest ViaVideo software version. Updating the ViaVideo software cannot be done
through Global Management System Software Update feature. This must be done manually from
each PC unit.
Make sure the PC is connected to the LAN.
For iPower Support:
Install the latest iPower software version. Updating the iPower software cannot be done through
the Global Management System Software Update feature. This must be done manually for each
iPower unit. Please refer to page 115 for instructions on enabling Global Management System
support on iPower.
For SoundStation VTX 1000 Support:
• Upgrade SoundStation VTX 1000 Software to release 1.30 or later.
NOTE
If a SoundStation VTX 1000 has code that is down-rev to version 1.30 (1.29 or earlier), the
phone must be manually updated to version 1.30 through the SoundStation VTX 1000 user
interface (see Administrator’s Guide) before the Global Management System can provide
remote software support.
6Chapter 1 Getting StartedGlobal Management System User’s Guide
Before You Begin
• Install at least 1 Rapidport multi-port modem on the Global Management System Server.
Upon installation of the modem with the installation CD provided, be sure that the very
latest modem drivers are installed by downloaded them from -
• Install the software on a computer that meets the minimum system requirements ;
SoundStation VTX 1000 support is provided in Global Management System software
releases 6.10 and later.
7Chapter 1 Getting StartedGlobal Management System User’s Guide
Installation Instructions
Installing Global Management System
The software must be installed on a unit which will serve as the server. To install and uninstall
this program, you must have administrative privileges for the server onto which Global Management System will be installed.
Guidelines for Installation
For both the download version and the CD version, click on “setup.exe” and follow the onscreen
instructions found in the Polycom Installer.
The Polycom Installer can test your system for compatibility with your Polycom software, and
will automatically install any supporting software needed once installation begins (note that the
Polycom Installer cannot perform major system updates, such as updating Windows Service
Packs or Internet Explorer). It also provides easy access to the Release Notes.
Figure 1.1 Polycom Installer > Home Page
The main window has the following buttons:
Button NameDescription
View Installation
Instructions
View Release NotesDisplays the Release Notes (requires Adobe Acrobat
Test for Minimum
Requirements
Setup GMSBegins installation. This performs all the pre-installation
NextFunctions identically to the “Install Global Management
Cancel Exits the Polycom Installer.
Displays more detailed installation instructions.
Reader).
Performs tests to determine if your system meets
the minimum software requirements to install Global
Management System.
tests before launching the GMS setup utility.
System” button.
8Chapter 1 Getting StartedGlobal Management System User’s Guide
Installation Instructions
Installing the Polycom Datastore
The Polycom Datastore is a data repository for Global Management System. The Polycom
Datastore also requires MSDE as its database program. If an older version of MSDE is not
installed or found on this machine, Global Management System will prompt to install the
supported version located on the install CD.
Figure 1.2 Polycom Installer > MSDE Prompt
You can choose what directory you install MSDE into by browsing into the appropriate directory
when that dialog prompt appears. If a reboot is required, the Polycom Installer will automatically
be relaunched after the server reboots.
After the initial installation requirements have been met, the Global Management System
installer will inform the user that Polycom Datastore is about to be installed. Follow the onscreen
instructions which will guide you through the Polycom Datastore installation.
MSDE Login
Global Management System will detect and prompt for a username and password to the MSDE
database. If the login information is not known, Global Management System will not install. Enter
the login information for MSDE, the default username is “sa” and the password is “mypass”.
TCP port
The Polycom Datastore TCP port is the port used for communications between the Polycom
Datastore and Global Management System. The port number should not have conicts with
other applications using that port. The default port is 9090.
9Chapter 1 Getting StartedGlobal Management System User’s Guide
Installation Instructions
You may specify a different port if the default port is already in use by another application. If you
are certain the selected port is free and yet the Port Test continues to fail, you may force the
Polycom Datastore to sue the selected port by clicking “Force Selection of TCP Port”. Be aware
that this may cause Global Management System or some other server application to function
abnormally.
Figure 1.3 Installation > MSDE Login
Licensing
The installation will require a serial number and a key code. The key code is the activation
number for this version of Global Management System. You can obtain a key code by
registering your license information at http://extranet.polycom.com and going to Product
Activation.
Figure 1.4 Installation > License Verication
10Chapter 1 Getting StartedGlobal Management System User’s Guide
Installation Instructions
Installing Global Management System
You will be asked to respond to the following.
A. Accept End User License Agreement.
B. Enter Manager URL.
C. Choose Default Web Page
Manager URL
The Manager URL is what the ViewStations use to communicate with Global Management
System. In cases where the system has multiple IP addresses, this allows the selection of one
particular address for use with Global Management System. In most cases except for systems
with multiple IP addresses, the default shown should work.
In some applications, it is preferable to use a host name instead of an IP address. If this is the
case, enter the fully qualied domain name for the Manager URL For example, if your Global
Management System server host name is “GMSMain” and the domain name is “companyA.com”,
then “GMSMain.companyA.com” should be entered as the Manager URL for the installation.
Figure 1.5 Installation > Management URL
Default Web Page
If “Yes” is selected, setup will overwrite the default web page with a web page that points to the
Global Management System. When uninstalling, the original default web page will be restored.
If ‘no’ is selected, the original default web page is preserved but users connecting to the Global
Management System server will need to type in the complete web address. (E.g. by default, http:
//SystemIP/pwx/admin.asp, where SystemIP is the IP address or URL of the Global Management
System server).
11Chapter 1 Getting StartedGlobal Management System User’s Guide
Installation Instructions
Figure 1.6 Installation > Default Web Page
Installation Type
Standard installation will install Global Management System on the default drive using the
following directory drive:”\Program les\[Polycom folder]”. Custom installation enables you to
choose a different drive or directory to install the program les to.
Upgrading from a previous version
Click on setup.exe and follow the onscreen instructions.
Licensing
Enter the key code provided to you in the email notication sent from Polycom regarding the
Global Management System release. If your email is inaccessible, you can look up your key
code information by going to Product Activation. If there is no information available, please
contact Technical Support.
12Chapter 1 Getting StartedGlobal Management System User’s Guide
Licensing Information
Overview
Global Management System Licenses are based on the number of subscribed endpoints. Global
Management System is a software application that enables the user to enter as many license
keys needed to manage endpoints within a video communications network. Each of these
license keys will correspond to one of the following predened license packs enabling ‘n’ number
of devices: 1, 5, 25, 100, 500, or 3000 seats. These license packs will combine to form the
number of endpoints that can register with Global Management System.
Adding more Licenses
In order to increase the number of licenses that are currently supported, the user will have to
purchase a new license pack of 1, 5, 25, 100, 500 or 3000. This new license key can be added to
the current installation of Global Management System to increase the seat count appropriately.
Demo version
A fully functional demo version of Global Management System is only available for evaluation
purposes. Each demo version allows for 3 endpoints to be managed for 90 days. Each demo
must also have an demo code entered into Global Management System to be operable. To
obtain an demo code, please go to this website: http://extranet.polycom.com and go to the
Global Management System downloads area.
The 3-user demo version is not a registered license and cannot be coupled with registered
license keys. For example, if a 5-Pack license key was purchased, it cannot be coupled with the
3-user demo to generate 8 registered licenses.
13Chapter 1 Getting StartedGlobal Management System User’s Guide
Licensing Information
Product Activation
Proper licensing is necessary to operate Global Management System. In order to activate Global
Management System, all license numbers must be activated and converted into a key code.
First time Installation
1. Launch a web browser and go to this URL, http://extranet.polycom.com and go to Product
Activation.
Figure 1.7 Polycom Resource Center > Product Activation page
2. Enter the license number in the “License Number eld” on the label of the packaging. A
“First Time Installation” check box will appear. When checked, the serial number will autopopulate in the “Serial Number” Field if this is the rst time registration.
3. Click Generate and copy as it appears the key code for installation. Record the serial
number and key code for future use.
** If additional licenses are required, install Global Management System rst with the
key code that was generated when the serial number was established. Then, follow the
instructions for Adding additional license seats.
Adding additional license seats
Adding License seats key codes will be referred to as Congurator keys in the historical key code
data in the Polycom Resource center Product Activation page. Congurator key codes cannot
be used to install Global Management System.
To add license seats, enter each license number and the serial number of the application into
the appropriate elds in the Product Activation page in the Polycom Resource center, this can be
found on the Conguration > License Authentication page of the Global Management System.
14Chapter 1 Getting StartedGlobal Management System User’s Guide
Licensing Information
Click Generate after entering each license number. When applying the congurator key codes
into Global Management system, use the last key code generated because this will contain the
cumulative number of seats for this serial number.
Applying the key code in Global Management System
When adding additional licenses and no installation is involved, the key code can be applied
by logging into Global Management System and navigating to the Conguration > License
Authentication screen.
Upon entering the key, the information for the license capacity should reect the actual number
of seats registered.
Figure 1.8 Configuration > License Authentication
15Chapter 1 Getting StartedGlobal Management System User’s Guide
Licensing Information
Premier Service
Global Management System comes with an initial 90-day warranty entitling the customer to
maintenance support including software updates (bug xes), as well as software upgrade (new
feature) releases. Bug Fixes may come in the form of a new revision of software or just a patch
release. Once the initial 90-day period is over, if the customer wishes to continue to receive
support, updates and new product releases, purchasing a maintenance contract is the most
economical solution. Customers should contact their Polycom Reseller or a Polycom Sales
representative for details.
Receiving Key Codes
If your installation is under maintenance, when there is a new release you will receive a
notication that contains the key code that will enable you to upgrade to the corresponding
release of Global Management System.
16Chapter 1 Getting StartedGlobal Management System User’s Guide
Installation and Conguration Tips
Introduction
In order to achieve maximum performance and proper operation of Global Management System,
the server upon which it is installed must be congured correctly. The following guidelines aids
in conguring a Windows 2000 or 2003 server that can provide the best performance and avoid
compatibility or operational problems.
Hardware
The hardware platform hosts the server operating system and the Global Management System
must meet the minimum requirements specied in the User’s Manual, page 3. The system must
have a minimum of 128 megabytes of RAM, a Pentium III processor running at 650 MHz or
higher and at least 300 megabytes of free hard-drive space.
TIP:Make sure your server is up to the task
For best performance (and for supporting ViewStation networks of 50 systems or more), 256
megabytes of RAM or more is required for optimal performance. A processor running at 1 GHz
or greater is strongly recommended for best server response.
Operating System
Windows 2000 Server and Windows server 2003 are required to support Global Management
System. Global Management System is a server-based application and will not run on desktop
operating systems such as Windows 2000 Professional or Windows XP.
Server Conguration
Global Management System can be installed on a server that is part of an NT domain or as
a standalone server.
Network Conguration: Single Static IP Address
Conguring the server with a static IP address is highly recommended. If the server is congured
to obtain an IP address automatically, the IP address issued to it by the DHCP server will not
remain the same over a long period of time. If the IP address changes, endpoints congured to
send status updates will not be informed of the change.
Network Conguration: Dynamic Address
If your server uses DHCP and its address is likely to change, use a host name as opposed to
using IP addresses for the Manager URL. Enter the fully qualied domain name (i.e., host name
+ domain name) when the Manager URL is requested during the installation process.
TIP: Assign a domain-name to your server
Although not necessary, it is recommended that the server be congured with a domain-name
that is resolvable through DNS. Contact your IT department to have a domain-name assigned
to your server. When setting up Global Management System, specify this domain name as the
address that ViewStations will use to send status updates to.
17Chapter 1 Getting StartedGlobal Management System User’s Guide
Installation and Conguration Tips
The server should not be congured with multiple IP addresses. If the machine is dedicated
to hosting Global Management System as is recommended, a single IP address is adequate.
Having multiple IP addresses will complicate the Global Management System conguration
process.
Service Pack Installation: Windows 2000 Service Pack 3
If you are running Windows 2000 Server, Windows 2000 SP3 is required. This service pack contains xes from Microsoft to key elements of the operating system that are necessary to insure
the proper operation of Global Management System.
No Service Packs are currently required for Windows Server 2003.
Firewall Port Conguration
ProtocolPortDirection
HTTP80Bidirectional
FTP 21Unidirectional to endpoint
For ViaVideo3603Bidirectional
For Global Directory3601Bidirectional
For Polycom DatastoreDefault 9090Bidirectional
These ports must be open for information to go through the rewall. Global Management System
uses port 80 and 21 for endpoint management, port 3603 for ViaVideo and port 3601 for Global
Directory listing and retrieving.
Software
Internet Explorer 6
Internet Explorer 6.0 SP1 or later must be installed on the Global Management System server.
You can download Internet Explorer 6.0 SP1 directly from Microsoft by clicking the following link:
http://www.microsoft.com/windows/ie/download/default.htm.
TIP: Don’t congure a proxy server in Internet Explorer
After installing Internet Explorer on the server, do not enable any proxy server conguration or
automatic conguration detection even if your network normally requires it. In order for Global
Management System to communicate with endpoints correctly, it must have a direct connection
to the unit with no proxy server or rewall. Proxy server congurations in Internet Explorer will
affect all applications that use Internet session services.
To insure that Internet Explorer is correctly congured for Global Management System, open a
browser window and select Tools | Internet Options from the menu, select the Connections tab,
then click the LAN Settings button. Make sure that Automatically detect settings, Use automatic
18Chapter 1 Getting StartedGlobal Management System User’s Guide
Installation and Conguration Tips
conguration script and Use a proxy server are not checked. If any of these settings is enabled,
uncheck it, click OK and reboot the server to insure that the new settings take effect.
Internet Information Services
Global Management System is a web-based application built using facilities provided by Microsoft Internet Information Services (IIS). If you are using Windows 2000, IIS should have been
installed by default. If you need to install Internet Information Services, you can through the
Add/Remove Program les icon on the Window 2000 Control Panel. IIS 5.0 is available on the
Windows 2000 CD.
IIS 6.0 is included on the Windows Server 2003 installation CD, but is not installed by default. To
install IIS 6.0 use the “Add or Remove” programs Control Panel. “Internet Information Server” is
found in the “Application Server” Component under the “Add\Remove Windows Components”
options.
TIP: Don’t change Internet Information Server settings unless it is necessary
Global Management System is designed to operate correctly using a standard installation of
Internet Information Services using the default options selected by the IIS setup program. Do not
change any web server conguration settings or security settings unless it is necessary. Always
test the web server conguration settings before implementation in a production environment.
TIP:Keep the machine in an IT operations facility
The Global Management System server should be located in a secure information services
facility rather than in an ofce or location where it could be inadvertently turned off, unplugged
or damaged. The Global Management System user-interface is web-based and can be access
using a browser from any desktop, therefore, once the server is setup and congured, there is
no reason to use it directly. Ideally, the server should be kept in a locking server rack to prevent
tampering or being turned off.
TIP: Use a UPS
An uninterruptible power-supply (UPS) is strongly recommended. In order for services such as
call-detail recording, Global Directory accessing, account validating and network status monitoring to work effectively, the server must be running at all times. Sudden power-loss to the server
will often result in hard-drive corruption.
19Chapter 1 Getting StartedGlobal Management System User’s Guide
Logging on
Accessing the Global Management System Console
To access the Global Management System console user interface from the server or the client,
open Internet Explorer and enter the IP address or name of the server that hosts the Global
Management System services.
If the option to select a default web page was not selected, you will need to enter the full URL of
the Global Management System application:
To access from the server console
Launch Internet Explorer, type the following:
http://localhost/pwx/admin.asp
Where server-name is the name or IP address of the Global Management System server.
To access from the client
Launch Internet Explorer, type the following:
http://server-name/pwx/admin.asp
NOTE
If the server does not have a name, you can type in the IP address of the system
20Chapter 1 Getting StartedGlobal Management System User’s Guide
Logging on
Logging on to Global Management System
User name: admin (This is the default user name.)
Password: blank as in no characters (Upon initial login, the system will immediately require a
change in the password to something containing characters.)
NOTE: The logon for Global Management System is not the same as the logon for the Polycom
Datastore.
Figure 1.9 Global Management System Login screen
To learn how to make changes to the user name and password, please refer to page 101.
21Chapter 1 Getting StartedGlobal Management System User’s Guide
Product Overview
The program’s default page is the System Management page. The main navigation on the left
hand side of the screen provides easy access to all of the sections of Global Management
System.
Figure 1.10 Global Management System product overview
Monitor and
Manage
Centralized
Directory
Update
Endpoint
Software
Provision
Endpoint
proles
Access
Online Help
Set SNMP,
Remote Alert
Notication
Goes Back
to System
Management
Create Accounts
Call Detail
Record, Network
Status
Feature summary
System Management
Add, edit and delete systems from the Database.
Provides details of video endpoints, PathNavigator, WebCommander and Other Device status
Remote Management of Polycom video endpoints
Global Directory
Creates, edits, archives, imports and exports address books
LDAP and ILS supports replication of address entries for different Global Directory Servers
Automatic registering of video endpoints on the LAN into the Global Directory
Software Update
Polycom video endpoints can be updated immediately or at a scheduled time
Provides status of software updates and maintains a log for troubleshooting failed updates
22Chapter 1 Getting StartedGlobal Management System User’s Guide
Product Overview
Feature summary continued
Provisioning
Push new conguration settings to a group of Polycom group video endpoints
Create separate proles tailored to different Polycom group video endpoints
Account Management
Set up accounts used to track video calls
Reports
Call Detail Record - Details information of ViewStation, V-Series, iPower, and ViaVideo video
calls
Network Status - Describes statistics of endpoint usage
Device Tracing - Diagnose endpoint issues by logging endpoint activity
System Conguration
Group Administration - Group Administration - Add, remove and modify groups and create group
permission levels
User Administration - Add, remove and modify users and permissions
Server Preferences - Congure defaults for Software Update, Provisioning, Email Remote Alerts
and Device specic behavior
Remote Alert Notication - Set criteria for email alerts and SNMP alerts
NOTE
SoundStation VTX 1000 features are limited to 1) phone database conguration, 2) software
update/upgrade scheduling and status. All other features listed herein which are related to
IP endpoint support do not apply to SoundStation VTX 1000 which is soft modem-enabled
circuit switched (analog) telephony device.
23Chapter 1 Getting StartedGlobal Management System User’s Guide
23Chapter 1 Getting StartedGlobal Management System User’s Guide
Product Overview
The table below shows which Global Management System features support which devices.
FeaturesViewStation,
FX and EX,
V-Series
System
Management
Global
Directory
Software
Update
ProvisioningXNoXNoNoNo
Account
Management
ReportsXXXNoXX
Remote Alert
Notication
XXXXXX
XXXNoNoNo
XNoXNoNoNo
XNoNoNoNoNo
XXXNoXX
ViaVideo iPower VTX 1000MGC
PathNavigator
WebCommander
Other
Device
24Chapter 1 Getting StartedGlobal Management System User’s Guide
2
System Management
System Management Overview
The System Management window provides a list of Polycom endpoints and third party devices
connected to the network. Management of your Video Communication network begins here.
Global Management System enables the monitoring and management of video endpoints. Also,
monitoring capabilities have been extended to include other Polycom management tools such as
the MGC, WebCommander, PathNavigator and third party endpoints.
Figure 2.1 System Management
Device List
View Status
of Systems
Modify
System List
Send
Message
and Remote
Management
Icon Legend
Describes
icons used
System
Details
shown here
25Chapter 2 System ManagementGlobal Management System User’s Guide
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