Polycom 7000 manual Automatic Contact Creation and Configuration

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Integrations with Other Systems

Note: Polycom RealConnectrequires Polycom MCUs

Polycom RealConnectscheduled conferences require that the RealPresence DMA system manage at least one Polycom MCU that supports Lync 2013. Non-Polycom MCUs are not supported.

Polycom RealConnectuses Microsoft Outlook meeting invitations to deliver conference information to participants. When you schedule a conference with Outlook, you can configure the Outlook meeting invitation to include Lync conference IDs in meeting invitations as plain text, in addition to the automatically included “Join Lync Meeting” hypertext link. When they receive the meeting invitation, users of Lync clients can click the link, and users of non-Lync endpoints can dial the plain-text Lync conference ID.

When non-Lync endpoints dial the meeting ID in the meeting invitation, the incoming call is acted on by the Dial to RealConnectTM conference dial rule. This dial rule causes the RealPresence DMA system to search any configured and selected SIP peers for a matching Lync conference. If the conference ID isn’t resolved on a Lync server, the system continues to resolve the conference ID using the next dial rule in the list. If the conference ID is resolved on a Lync server, the hosting Lync server gives the RealPresence DMA system information about the conference in question. The RealPresence DMA system dynamically creates a VMR and starts a conference on a Lync-capable MCU, passing the Lync conference information to the MCU. The MCU builds a cascade link between the newly created conference and the conference hosted on the Lync AVMCU. Lync clients and non-Lync endpoints can now interact in the conference.

In a superclustered configuration, endpoints can connect to a RealConnectTM conference from any cluster in the supercluster, but the call will be routed through the supercluster to the cluster that is hosting the RealConnectTM conference.

For information on configuring Microsoft Outlook and Microsoft Lync 2013 to support Polycom RealConnect, refer to the Polycom Unified Communications in a Microsoft Environment Solution Deployment Guide.

Automatic Contact Creation and Configuration

You can configure the RealPresence DMA system to create and manage a corresponding Polycom conference contact in Active Directory whenever users create a new VMR. The RealPresence DMA system communicates with the Lync server to ensure the new contact it is enabled for Lync functionality. This allows the system to publish presence updates to the conference contact; Lync clients display a status of Available, Busy, or Offline for the conference contact in the client’s contact list.

Note: Lync client contact creation delay

When you manually or automatically create a VMR or group of VMRs, allow up to 10 minutes for the newly created conference contact(s) to appear in the Lync client contact list.

Active Directory Service Account Permissions

If you integrate the RealPresence DMA system with Lync 2013 and plan to use the automatic conference contact creation feature, note that the required Active Directory service account should have full permissions to add, change, and delete entries in the OU where the conference contacts are stored. The account should also have full administrative permissions for Lync administration to manipulate these contacts.

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Contents Polycom RealPresence DMA 7000 System Page Contents System Security Local Cluster ConfigurationDevice Management Integrations with Other Systems MCU ManagementSuperclustering Conference Manager ConfigurationSite Topology Call Server ConfigurationUsers and Groups System Management and MaintenanceContents 361 Polycom RealPresence DMA System Snmp Support System ReportsPolycom RealPresence DMA System’s Primary Functions Introduction to the Polycom RealPresence DMA SystemConference Manager RealPresence Platform API Call ServerSVC Conferencing Support Two-server Cluster Configuration Polycom RealPresence DMA System’s Three ConfigurationsSingle-server Configuration System Capabilities and Constraints System Port Usage SettingsPort Protocol Description Embedded DNSSend Usage Data Accessing the Polycom RealPresence DMA System Polycom Solution SupportWorking in the Polycom RealPresence DMA System Field Input RequirementsMenu/Icon Admin Provisioner Auditor Settings DialogMenu/Icon Admin Provisioner Auditor Menu/Icon Admin Provisioner Auditor Menu/Icon Admin Provisioner Auditor License Information Open Source SoftwareModifying Open Source Code To replace an Lgpl library with your modified versionConfirming configuration System configurationAdditional DNS Records for SIP Proxy Additional DNS Records for the H.323 Gatekeeper Additional DNS Records for the Optional Embedded DNS FeatureVerify That DNS Is Working for All Addresses License the Polycom RealPresence DMA SystemLicense the RealPresence DMA System, Appliance Edition License the RealPresence DMA System, Virtual Edition Set Up SignalingSet Up Security Set Up MCUs Connect to Microsoft Active Directory Set Up Conference Templates Test the System How Certificates Work Security Certificates OverviewDER System Security Frequently Asked Questions Column Description Certificate SettingsCertificate Signing Request Dialog Certificate Information DialogField Description Certificate Details Dialog Add Certificates DialogSection Description Install a Certificate Authority’s Certificate Certificate ProceduresTo install a certificate for a trusted root CA Go to Admin Local Cluster CertificatesActions list, select Add Certificates To create a certificate signing requestActions list, select Display Details Actions list, select Create Certificate Signing RequestInstall a Certificate in the RealPresence DMA System To remove a Trusted Root CA’s certificate Remove a Certificate from the RealPresence DMA SystemActions list, select Delete Certificate Security SettingsCertificate Details dialog appears High security Field Description Maximum securityCustom security Servers, not to allow ongoing use of unencrypted connections Server in the Polycom RealPresence DMA system Go to Admin Local Cluster Security Settings To change the security settingsOn the Troubleshooting Utilities menu, Top is removed Consequences of Enabling Maximum Security ModeSystem Security Login Policy Settings Field Description Password Management Local PasswordPassword Complexity SessionUnlimited Local User AccountField Description Account Lockout Account InactivityBanner Access Policy SettingsCustom To reset system passwords Reset System PasswordsWait a few minutes to log back in. See also Network Settings Local Cluster ConfigurationField Description Dhcp ServerField Description Shared Management Network SettingsTurn on Auto-negotiation or set Speed and Duplex manually General System Network Shared Signaling NetworkIPv6address%eth0 Routing Configuration DialogTime Settings Licenses for the Appliance Edition LicensesField Description Active License Activation KeysLicenses for the Virtual Edition Cluster Network SettingsSee Automatically Send Usage Data for more information DMA HostSIP Signaling Signaling SettingsSIP Device Authentication Device AuthenticationUntrusted SIP Call Handling Configuration Field Description Settings Signaling Settings FieldsSIP Settings Field Add Guest Port DialogEdit Guest Port Dialog Security Settings page. See Security SettingsAdd Guest Prefix Dialog Edit Guest Prefix Dialog Logging SettingsAlerting Settings Add Licenses Local Cluster Configuration ProceduresAlert ID Threshold Condition Description To request a software activation key code for each server Go to Admin Local Cluster LicensesTo enter license activation key codes Select Product ActivationTo configure signaling Configure SignalingGo to Admin Local Cluster Signaling Settings Under Unauthorized prefixes, click Add Under Unauthorized ports, click AddTo configure logging Configure LoggingAutomatically Send Usage Data See the Collected Data Enable or Disable Automatic Data CollectionTo see the collected data Active Calls Device ManagementCall Details Dialog Tab/Field/Column Description Call Info Tab/Field/Column Description Bandwidth On the Call Server SettingsCall Events Subscription EventsTab/Field/Column Description Property Changes EndpointsQoS Registration policy script see Registration Policy Command Description Server SettingsRegistration Policy Registrations Names/Aliases in a Mixed H.323 and SIP EnvironmentDevice Management Add Endpoint Dialog Edit Device Dialog Edit Devices Dialog Add Alias Dialog Site StatisticsEdit Alias Dialog Associate User DialogSite Link Statistics Column External GatekeeperAdd External Gatekeeper Dialog Authentication ModeColumn Description External Gatekeeper Postliminary Edit External Gatekeeper DialogThis script to open the Script Debugging Dialog for Multiple External SIP Peers External SIP PeerField Description External SIP Peers Add External SIP Peer DialogUDP Domain List Field Description Postliminary AuthenticationTemporarily select Use customized script To header optionsLync Integration External Registrations Edit External SIP Peer DialogField Description External SIP Peer Host/domain name Routed to this peer server Polycom, Inc 112 Lync Integration To Header Format Options SIP Peer Postliminary Output Format OptionsExternal Registration Request-URI Header Format Options Default To header for Microsoft. Equivalent to templateFree Form Template Variables Default Request-URI for Microsoft Equivalent to templateVariable Description Original To Header Template Result To Header and Request-URI Header ExamplesOriginal Request-URI Header Template Result Edit Authentication Dialog Add Authentication DialogTemplate Variables Add Outbound Registration DialogEdit Outbound Registration Dialog External H.323 SBC Column Description External H.323 SBC Add External H.323 SBC DialogEdit External H.323 SBC Dialog Polycom, Inc 124 MCUs MCU ManagementPage Polycom, Inc 127 See SVC Conferencing Support Policy Not to make or receive calls Field Description External MCU Add MCU DialogManagement IP address Gateway Selection Process Prefix DialogMedia IP Addresses Gateway ProfilesEdit MCU Dialog Management IP address Polycom, Inc 137 Polycom, Inc 138 Edit Session Profile Dialog Add Session Profile DialogIsdn Gateway Selection Process MCU ProceduresTo view information about an MCU To add an MCUTo edit an MCU To delete an MCU MCU Pools Add MCU Pool Dialog CommandEdit MCU Pool Dialog To add an MCU Pool MCU Pool ProceduresTo edit an MCU Pool To delete an MCU PoolMCU Pool Orders Add MCU Pool Order Dialog MCU Selection Process Edit MCU Pool Order DialogMCU Availability and Reliability Tracking 24% To view the MCU Pool Orders list MCU Pool Order ProceduresTo add an MCU Pool Order To edit an MCU Pool OrderTo delete an MCU Pool Order Microsoft Active Directory Integration Integrations with Other SystemsMicrosoft Active Directory Field Description Connection Status Field Description Active Directory Connection Conference SettingsEnterprise Conference Room ID Generation Understanding Base DNEnterprise Chairperson and Conference Passcode Generation To integrate with Active Directory Active Directory Integration ProcedurePolycom, Inc 160 Understanding Base DN Polycom, Inc 162 Adding Passcodes for Enterprise Users About the System’s Directory Queries When you click Update on the Microsoft Active DirectoryGroup Search User SearchGlobal Group Membership Search Attribute Replication Search Configurable Attribute Domain SearchDomain Search Microsoft Lync 2013 Integration Service Account SearchScheduled Conferences with Polycom RealConnect Lync 2010 vs. Lync 2013 IntegrationActive Directory Service Account Permissions Automatic Contact Creation and ConfigurationConsiderations and Requirements for Lync 2013 Integration Lync and non-Lync Endpoint CollaborationIntegrate RealPresence DMA and Lync Lync 2010 and 2013 Client / Server Feature SupportMicrosoft Exchange Server Integration Diagnose Presence ProblemsDifferences between Calendaring and Scheduling Polycom Solution and Integration SupportMicrosoft Exchange Server Exchange Server Integration Procedure RealPresence Resource Manager Integration Page RealPresence Resource Manager Join RealPresence Resource Manager Dialog RealPresence Resource Manager Integration Procedures To integrate with a RealPresence Resource Manager system Juniper Networks SRC Juniper Networks SRC IntegrationTo configure SRC integration Juniper Networks SRC Integration ProcedureConference Settings Conference Manager ConfigurationPresence Publishing Create Polycom conference contacts check box is enabled Contacts presence settings belowField Maximum Polycom conference contacts to publish Default Polycom Conference Contacts Presence Settings Class of ServiceGo to Admin Conference Manager Conference Settings To specify conference settingsRemove Contacts from Active Directory Dialog Two Types of Templates Conference TemplatesSelect Publish presence for Polycom conference contacts Standalone Templates Template Priority About Conference IVR ServicesCascading for Bandwidth Cascading for Size About CascadingCascading for Bandwidth Cascading for Size RMX General Settings Field Description Common SettingsConference Templates List Add Conference Template DialogMany of the MCUs have that profile for instance, 2 Cascade for bandwidth LPR Video switching is selected Field Description RMX Gathering SettingsRMX Video Quality RMX Video Settings  Conference mode is set to AVC only TIP compatibility is set to either None or Video Only OptimizedGuide Telepresence mode is YesRMX Skins Field Description RMX Audio SettingsRMX Conference IVR See Shared Number DialingRMX Recording RMX Site NamesCisco Codian Edit Conference Template Dialog Polycom, Inc 205 Field Description LPR Field Description RMX Gathering Settings  Conference mode is set to AVC only Polycom, Inc 210 Polycom, Inc 211 RMX Site Names Cisco Codian Go to Admin Conference Manager Conference Templates Conference Templates ProceduresSelect Layout Dialog To select a video frames layoutTo edit a conference template Click the RMX General Settings tabTo change a conference template’s priority To delete a conference templateIVR Prompt Sets Prompt File Name Prompt Text Shared Number Dialing Polycom, Inc 219 Polycom, Inc 220 Add Virtual Entry Queue Dialog Conference Settings plus VEQ numberField Description Virtual Entry Queue Prompt SetsEdit Virtual Entry Queue Dialog Add Direct Dial Virtual Entry Queue DialogEdit Direct Dial Virtual Entry Queue Dialog Dialstring = sipxxx@10.33.120.58 Script Debugging Dialog for VEQ ScriptsSample Virtual Entry Queue Script About Superclustering SuperclusteringDMAs Polycom, Inc 228 Following table describes the fields on Join Supercluster Dialog To create or join a supercluster Supercluster ProceduresActions list, select Remove from Supercluster To remove a cluster from the superclusterAbout the Call Server Capabilities Call Server ConfigurationField Description General Settings Call Server SettingsModifications For the called endpoint For SIP calls gatewayed to an See External Gatekeeper Domains Field Description Gatekeeper Blacklist SettingsMycompany domains, this would not match eng.mycompany.com Dial Rules Test Dial Rules Dialog Sipsrbruce@10.47.7.9 Rule Effect Default Dial Plan and Suggestions for ModificationsSee Edit Site Dialog Polycom, Inc 244 H323xxxx@enterprisepartner.com Field Description Dial Rule Add Dial Rule DialogPreliminary Default port of the signaling protocol Conference Manager Conference Settings Template configured in Admin Conference Manager ConferenceConference template MCU pool orderAll in parallel forking Weighted round-robinEdit Dial Rule Dialog Block Blocks the call Resolve to IP address Polycom, Inc 252 Polycom, Inc 253 Predefined Preliminary/Postliminary Scripting Variables Preliminary/Postliminary ScriptingVariable Initial value Usage example Preliminary/Postliminary Scripting FunctionsReturn value Function name and parameters DetailsReturn value None Dial rule action Output SIP headers How Dial Rule Actions Affect SIP HeadersSee Preliminary/Postliminary Scripting for a description Script Debugging Dialog for Preliminaries/PostliminariesDialstring = 99 + Dialstring Strip Prefix SIP Sample Preliminary and Postliminary ScriptsSubstitute Domain SIP Site Based Numeric Nicknames User = Callersitecountrycode + Callersiteareacode + user Hunt Groups Edit Hunt Group Dialog Add Hunt Group DialogField Description General Info Hunt Group MembersDevice Authentication Shared Outbound Authentication Inbound AuthenticationOn the Inbound Authentication tab, you can Field Description Inbound AuthenticationShared Outbound Authentication Add Device Authentication DialogField Description Device Authentication Edit Device Authentication DialogRegistration Policy Compliant Epdefinedincma Registration Policy ScriptingEPISIPV4 Regsitedigits Script Debugging Dialog for Registration Policy ScriptsSample Registration Policy Scripts Reject aliases that arent the right length otherwise accept Prefix Service Add Simplified Isdn Gateway Dialing Prefix Dialog Edit Simplified Isdn Gateway Dialing Prefix Dialog Embedded DNS Edit Vertical Service Code DialogCallservers.example.com To enable DNS publishingRecord Type Retention Limit When Limit Is Reached History Retention SettingsNumber of Records Purged History Report To configure history record retentionAbout Site Topology Site TopologyBandwidth Management Sites Field Site Info Site Information DialogAdd Site Dialog Field Description General Info General SettingsDevice Types SubnetsTerritory Settings Field Description Bandwidth SettingsIsdn Number Assignment Isdn Range Assignment for did dialing method Isdn Outbound DialingRouting Isdn Range Assignment for gateway extension dialing methodSIP Routing Subnet2 = 10.33.24.0/24 Edit Site DialogPolycom, Inc 291 Override ITU dialing rules Subnet Name Unique name of the subnet Polycom, Inc 293 Add Subnet Dialog Edit Subnet Dialog Site Links Edit Site Link Dialog Add Site Link DialogAdd Site-to-Site Exclusion Wizard Site-to-Site ExclusionsTo add a site-to-site exclusion TerritoriesGo to Network Site Topology Site-to-Site Exclusions Add Territory Dialog Edit Territory Dialog Add Network Cloud Dialog Network CloudsField Cloud Info Field Description Associated Sites Edit Network Cloud DialogAdd Site Link Dialog Field Cloud Info DescriptionGo to Network Site Topology Sites Site Topology Configuration ProceduresGo to Network Site Topology Territories About Site Topology Role Description User Roles OverviewAdding Users Overview Users Are in the Local domain Add User Dialog See Local PasswordSee Add User Dialog DialogRooms Dialog Service. See Conference SettingsAssociated Endpoints Field Description Associated Roles Edit User DialogConference Passcodes Prompted see Authentication Required Dialog Select Associated Endpoints Dialog Field Description Associated EndpointsSelect Associated Endpoints Dialog Authentication Required DialogConference Rooms Dialog Its conferences. See Conference Templates Add Conference Room Dialog Conference Settings Namespace, enter the value in the box below the list  Publish presence Defined on the Admin Conference Manager Conference Settings Do not publish presence  Create contact and publish presenceUser Dialog Conference see Edit Conference Template DialogEdit Conference Room Dialog Settings Polycom, Inc 324 Dial-out Participants list Add Dial-out Participant Dialog Users ProceduresEdit Dial-out Participant Dialog To add a local user To find a user or usersTo edit a user Go to User UsersTo delete a local user Conference Rooms ProceduresTo add a conference room to a user To edit one of a user’s conference roomsTo delete one of a user’s custom conference rooms GroupsConference Templates Import Enterprise Groups Dialog See Conference SettingsEdit Group Dialog From the Search results boxTemplates Manager Conference Settings Admin Conference Manager Conference SettingsSetting on the User Users Manage Conf Rooms dialog Boxes on the Admin Conference Manager Conference SettingsActions list, click Import Enterprise Groups Enterprise Groups ProceduresTo terminate a user’s login session Login SessionsChange Password Dialog Administrator Responsibilities Management and Maintenance OverviewAuditor Responsibilities Administrative Best PracticesAuditor Best Practices Regular archive of backups Recommended Regular MaintenanceProvisioner Responsibilities General system health and capacity checksMicrosoft Active Directory health Dashboard Security configurationCertificates Network usage data exportCall Server Active Calls Pane Active Directory Integration PaneCluster Info Pane Call Server Registrations PaneConference History Max Participants Pane Conference Manager Usage Pane Conference Manager MCUs PaneJuniper Networks SRC Integration Pane Exchange Server Integration PaneLicense Status Pane Signaling Settings PaneRealPresence Resource Manager Integration Pane Supercluster Status PaneTerritory Status Pane User Login History PaneAlerts Alert Supercluster StatusCluster cluster is orphaned No clusters assigned to list of territories Territory StatusPolycom, Inc 351 RealPresence Resource Manager System Integration Asynchronous OperationFormatted string from server Zero enterprise conference rooms exist on cluster cluster Active Directory IntegrationPolycom, Inc 354 Exchange Server Integration Database Status Lync Integration Signaling Cluster cluster The server certificate has expired CertificateCertificates. See also Cluster cluster One or more CA certificates have expired Cluster cluster Cannot connect to licensing server lserver LicensesCluster cluster DMA is not licensed for any calls NetworksCluster cluster a public network error exists on server Cluster cluster a private network error exists on serverCluster cluster a signaling network error exists on server Server Resources Server server CPU utilization 50% and 75% Server server CPU utilization 75% Data SynchronizationCluster cluster System version differs between servers Cluster cluster Local users differ between servers System Health and AvailabilityMCUs MCU MCUname is currently busied out MCU MCUname is currently out of serviceMCU MCUname has count warnings MCU mcu disconnect rate is 1 MCU MCUname is disconnectedMCU mcu disconnect rate is MCU mcu call failure rate is 0.4MCU mcu is connected with no port capacity MCU mcu call failure rate isEndpoints Polycom, Inc 373 Conference Manager No territories configured to host conference roomsConference Status Conference VMR on MCU MCU failed to start reason Lync Presence PublishingOngoing conference VMR on MCU MCU failed reason Polycom, Inc 376 Polycom, Inc 377 Call Server Call Bandwidth Management System Log FilesCluster cluster External SIP peer sippeer is unresponsive To download a log archive to your PC or workstation System Logs ProceduresTo delete a system log archive To manually roll the system logsActions list, click Download Archived Logs Ping Troubleshooting UtilitiesTraceroute TopNTP Status Check Configuration SynchronizationTo run iostat on each server To run sar on each serverTo check configuration synchronization Diagnostics for your Polycom ServerBacking Up and Restoring SHA1 Backup and Restore Procedures Confirm Restore DialogTo create a new backup file To download a backup fileTo upload a backup file Go to Maintenance Backup and RestoreTo restore from a backup file on the cluster Shut down the system. See Shutting Down and Restarting Close the utility Upgrading the Software Following table describes the parts of the Software UpgradeBasic Upgrade Procedures Go to Maintenance Software Upgrade To install an upgradeReturn to Maintenance Software Upgrade To roll back an upgrade, restoring the previous version Return to Maintenance Software Upgrade Incompatible Software Version Supercluster Upgrades Factors to Consider for an Incremental Supercluster Upgrade Simplified Supercluster Upgrade Complete Service Outage System Management and Maintenance Polycom, Inc 400 RealPresence DMA System, Virtual Edition System Upgrade Complex Supercluster Upgrade Some Service MaintainedTo upgrade a RealPresence DMA system, Virtual Edition Adding a Second ServerExpanding an Unpatched System Expanding a Patched System Shutting Down and Restarting Replacing a Failed ServerTo replace a failed server in a two-server cluster To restart or shut down one or both servers in a cluster Go to Maintenance Shutdown and RestartTo start up a shut-down cluster Call History Alert HistorySystem Reports Export History Conference HistoryAssociated Calls Export HistoryProperty Changes Conference EventsExporting CDR Data Call Detail Records CDRsCall Record Layouts To download CDRsYYYY-MM-DDTHHMMSS.FFF+-ZHHMM 1024+768+384 486BUSY Here Conference Room Dialog720p30 Conf Conference Record LayoutsValue from the Conference room pass-through to CDR field Polycom RealPresence DMA SystemRegistration History Report To find a device or devices Registration History ProceduresActive Directory Integration Report All Domains Active Directory IntegrationGroups with Partially Loaded or No Membership Information Orphaned Groups and Users Report Orphaned Groups and Users ProceduresTo remove orphaned group data from the system To remove orphaned user data from the systemConference Room Errors Report To download conference room errors data Exporting Conference Room Errors DataEnterprise Passcode Errors Report To download enterprise passcode errors data Exporting Enterprise Passcode Errors DataNetwork Usage Report Exporting Network Usage Data Field Description To download network usage data Snmp Framework Snmp OverviewSnmp Versions Snmp NotificationsEnable the Snmp Agent Configure SnmpTo enable the Snmp agent Go to Admin Local Cluster Snmp SettingsAdd an Snmp Notification User Go to Admin Local Cluster Snmp Settings Click Add UserTo add a notification user Add an Snmp Notification Agent Edit Notification User DialogTo add an Snmp notification agent to the system Click Add Agent Edit Notification Agent DialogUDP. See Snmp Overview Download MIBs Go to Admin Snmp Settings Click Download MIBsAvailable Snmp MIBs To download the MIB package for a DMA systemPolycom RealPresence DMA System Snmp Support
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