Integrations with Other Systems

cSpecify the number of characters to use.

After the system strips out characters to remove, it removes characters in excess of this number from the beginning of the string.

Note: Save Passcode Generation for Later

Leave the Enterprise Chairperson and Conference Passcode Generation section alone for now. Once the system is integrated successfully, if you want to add passcode support, see Adding Passcodes for Enterprise Users on page 162.

6Click Update.

After a short time, the system confirms that Active Directory configuration has been updated.

7Note the time. Click OK.

8To restrict the Polycom RealPresence DMA system to work with a subset of the Active Directory (such as one tree of multiple trees, a subtree, or a domain), repeat steps 4-6, selecting the value you want from those now available in the Base DN list. See Understanding Base DN on page 160.

9Check the Total users/rooms and Conference room errors values. If the numbers are significantly different from what you expected, you’ll need to investigate after you complete the next step (you must be logged in as an enterprise user to investigate further).

10Set up your enterprise account and secure the service account:

aLog out and log back in using the service account you created in step 1.

You must be logged in with an Active Directory user account to see other enterprise users. The service account user ID specified in step 4b lets you do so initially.

bGo to User > Users, clear the Local users only check box, locate your named enterprise account, and give it Administrator privileges. See User Roles Overview on page 301 and Users Procedures on page 321.

cLog out and log back in using your named enterprise account.

dSecure the service account by removing all user roles and marking it disabled in the Polycom RealPresence DMA system (not in the Active Directory). See Edit User Dialog Box on page 307.

Caution: Disable the Service Account

Leaving user roles assigned to the service account represents a serious security risk. For best security, remove all user roles and mark this account disabled in the Polycom RealPresence DMA system (not the Active Directory) so that this account can’t be used for conferencing or for logging into the Polycom RealPresence DMA system management interface.

11If, in step 9, the Total users/rooms values were significantly different from what you expected, try to determine the reason and fix it:

a Go to User > Users and perform some searches to determine which enterprise users are available and which aren’t.

b If there are many missing or incorrect users, consider whether changes to the LDAP filter can correct the problem or if there is an issue with the directory integration configuration chosen.

Note: LDAP Familiarity

If you’re not familiar with LDAP filter syntax (as defined in RFC 2254) and knowledgeable about enterprise directories in general and your specific implementation in particular, please consult with someone who is.

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Polycom 3725-76302-001O manual Integrations with Other Systems