Polycom CMA System Operations Guide
Trademark Information
Contents
Polycom CMA System Conference Scheduling Overview
Conference Scheduling Operations
Add/Schedule a Conference Add/Schedule a New Conference
Advanced Scheduling Operations
Conference and Participant Management Operations
Conference and Participant Details
Endpoint Management Overview
Polycom CMA System Operations Guide
Provisioning of LifeSize Passwords Reporting
Endpoint and Peripheral Management Operations
Endpoint Provisioning Operations
Endpoint Software Update Operations
Device Details
Provisioning Details Software Update Details
Network Device Management Overview
MCU Bridge Management Operations 227
Management Operations for Other Network Devices 239
MCU Bridge Device Details 245
Users and Groups Overview
User Management Operations
System Administration Overview 307
System Reports 281
Polycom CMA System Dashboard 307
Conference Setup Overview 321
Conference Setup Operations 337
Conference Templates 321 Conference Settings 334
Room Overview and Operations 343
Directory Setup Operations
View the Global Address Book Set or Change the GAB Password
Directory Operations
Multiple Address Books
Polycom CMA System Setup Overview
Server Setting Operations
Polycom CMA System Snmp
Database Operations
Polycom CMA System Redundancy
Gatekeeper Management 439
Management & Security Operations 445
Dial Plan Setup Operations 463
Xviii
Remote Alert Setup Operations
System Management and Maintenance 521
System Backup and Recovery Operations
System Troubleshooting
System Security and Port Usage
Polycom CMA System Features and Capabilities
Polycom CMA System Overview
Polycom CMA System Models
Minimum System Requirements
Working in the Polycom CMA System
Log Into the Polycom CMA System
Field Input Requirements
Filter and Search a List
Change a Password
Sn Givenname Mail
Enter a New Password
Confirm the new password and click OK
Log Out of the Polycom CMA System
Restart or Shut Down a Polycom CMA System
Emergency Shutdown of a Polycom CMA System
Polycom CMA System Operations Guide
Polycom CMA System Configuration
Add DNS SRV Record for Polycom CMA System Services
Configure the Connection to the External Database
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
Distribute Polycom CMA Desktop for Windows Systems
Distribute Polycom CMA Desktop for MAC OS Systems
Polycom CMA System Operations Guide
Maximum Security Mode Overview
Operating in Maximum Security Environments
Conference Scheduling in Maximum Security Mode
Snmp
Endpoint Management in Maximum Security Mode
Network Device Management in Maximum Security Mode
Field
User Management in Maximum Security Mode
Polycom RMX Systems in Secure Mode
Administrator
Scheduler
Action Use this action to
Operating in Maximum Security Environments
Group Management in Maximum Security Mode
Reporting in Maximum Security Mode
Operator, and Auditor
Backup and Delete audit log files
Auditor
Download the System Log Files
Device Administration in Maximum Security Mode
About Machine Accounts
System Administration in Maximum Security Mode
Evergreenroommachine
Admin Menu
Conference Templates
Software Updates
Server Settings
Provisioning Profiles
Management and Security
On the Enterprise Directory
Session Management
Field Description Password Management
Field Description Account Lockout
Account Inactivity
Backup System Settings
Field Description Password Complexity
Dial Plan and Sites
Network Intrusion Detection in Maximum Security Mode
Troubleshooting in Maximum Security Mode
Troubleshooting Utilities
There is no change in the Database Backup function
There is no change in the Windows Event Logs function
Service Manages the system’s Comment
There is no change in the CMA Licenses function
Mssqlserver
Report Administration
Polycom CMA System Operations Guide
Polycom CMA System Conference Scheduling Overview
Conference Menu Overview General Scheduling Information
Conference Menu Overview
Conference Menu and Views
Conference views have these sections
Section Description
Refresh
Add
Conference Views-Future and Ongoing
Conference States
Conferences may be in the following states
Context-Sensitive Conference Actions
Action Description Available for future conferences only
Available for future and past conferences
Available for future, past, and active conferences
General Scheduling Information
Scheduling Participants and Endpoints
Bridge Selection and Cascading
Bridge Scheduling and Reassignment
Polycom CMA System Conference Scheduling Overview
Polycom CMA System Operations Guide
Conference Scheduling Operations
Add/Schedule a Conference
Add/Schedule a New Conference
These options are discussed in the following topics
Participants and Rooms list
Configure these fields in the Add Guest dialog box
Click Add Guest
1001@11.12.13.14
If the guest has a SIP IP endpoint, configure these settings
Not available when Use Modified Dial Number
Participants and Rooms list
Copy an Existing Conference
Edit a Conference
Go to Conference Future
Edit a Participant’s Settings
If the guest has a SIP IP endpoint, configure these settings
View Scheduling Information for a Conference
Edit Conference Settings on
Click Back to List to return to the conference list
Edit Conference Settings
Advanced Scheduling Operations
Setting Description
Chairperson feature
When Enable Chairperson is selected
Dial-In+Dial-Out
Setting Description
People +Content H.329. This enables the industry
People and Content VO. This Polycom proprietary
Application Sharing. Allows two or more
Select a Bridge for a Conference
Create a Cascaded Conference Across Multiple Bridges
Click Manual Cascade
Add Link dialog box, select the Link Type
Conference and Participant Management Operations
Manage an Active Conference
Go to Conference Ongoing
Use these conference actions as needed
Isdn
Use these participant actions as needed
Add Additional Participants to an Active Conference
New Conference Participants list
Add a Room to an Active Conference
Participants list
From the Conference Actions list, click Add Room
Click Close
View the Video of a Participant in an Active Conference
Join an Active Conference
Click Join Conference
Add/Save a Participant to a Favorites List
From the Conference Actions list, click Add Favorites
Manage a Participant’s Endpoint During a Conference
View a Participant’s Details During a Conference
GDS
PVX , MGC , RMX , GW/MCU , Other , and Tandberg
Terminate an Active Conference
Delete a Conference
Polycom CMA System Operations Guide
Conference and Participant Details
Conference Image
Conference Details
Conference Details section has these fields
VGA
CIF Svga Qcif XGA 4CIF Ntsc 16CIF
Conference Features
Conference Features section has these fields
Mode is None
Auto
Bridge MCU Features
MCU
Participants List
Participants section has these fields
IVR
Participant Details
Participant Details section has these fields
Participant Settings
Participant Settings dialog box has these fields
SIP URI
Endpoint Management Overview
Endpoint Menu, Views, and Lists
Monitor View
Endpoint List in the Monitor View
Endpoint views is Refresh
Endpoint list in this view has these fields
Endpoint Types on
Tandberg , iPower , and Other
Actions in the Monitor View
SIP
Action Use this action to Available for all endpoint types
Peripherals View
Peripherals List in the Peripherals View
Actions in the Peripheral View
Peripherals list in this view has these fields
Bundled Provisioning View
Endpoint List in the Bundled Provisioning View
View list
Automatic Provisioning View
Actions in the Bundled Provisioning View
Endpoint List in the Automatic Provisioning View
RealPresence Group Series -Displays just
Scheduled Provisioning View
Actions in the Automatic Provisioning View
Endpoint List in the Scheduled Provisioning View
Use the Scheduled Provisioning View to
Actions in the Scheduled Provisioning View
Tandberg C-Series
VSX Series
Viewstation
Automatic Software Update View
Endpoint List in the Automatic Software Update View
Actions in the Automatic Software Update View
Scheduled Software Update View
Endpoint List in the Scheduled Software Update View
Scheduled Software Update View Actions
Endpoint Types
PVX
Tandberg 150 MXP
Vcon
Vtel
Endpoint Configuration/Provisioning
Provisioning Best Practices
Bundled Provisioning
For more information, see
Automatic Provisioning
How Bundled Provisioning Works
How Automatic Provisioning Works
Automatic Provisioning Profiles
Csv file
Home Screen Settings
Settings
Field For the endpoint systems being provisioned
Call Settings
Audio Settings
CMA Desktop Settings
Calendaring Settings
VVX Settings
URL
Scheduled Provisioning
Profile Order and Priority
How Scheduled Provisioning Works
Scheduled Provisioning Profiles
FX/EX
ViewStation QDX Series
General Settings Home Screen Settings Home Screen Settings
ViewStation QDX Series General Settings Security
General Settings Date and Time
AM/PM
GMT
Video Network IP Network Call Preferences
Video Network IP Network Gatekeeper
Video Network IP Network Quality of Service Settings
Video Network IP Network Gateway Number
Video Network IP Network Firewall Settings
NAT
NAT Public WAN Address
Video Network Isdn BRI Protocol
FX/EX
Applies to
Monitor 3 Options
Cameras Camera Settings
DVD
Cameras Cameras
Cameras Video Quality
ViewStation QDX Series Video/Camera Cameras
LAN Properties LAN Properties
Obtain IP Address Automatically Select if
Enter IP Address Manually Select if the IP
Global Services Directory Servers
Global Services Dialing Rules
To Auto on the Place a Call screen
LAN/H.323 Global Directory GDS Preferred Alias
Global Services Account Validation
Global Services My Information
Video Network IP Network Gateway Setup
Endpoint Gatekeeper Registration Policies
Endpoint Software Updates
Automatic Software Updates
How Automatic Software Update Works
Automatic Software Update Profiles
Automatic Software Update Versions
Scheduled Software Updates
Peripheral Software Updates
Endpoint Passwords
Considerations for Third-Party Endpoints
Enable Tandberg Endpoints Global Address Book Access
Enabling Management of LifeSize Endpoints
Monitoring
Scheduled Provisioning of Selected Tandberg Endpoints
Provisioned for supported Tandberg
Models?
Field Name Models Series 990/880/770 T150
140
Polycom, Inc 141
142
Polycom, Inc 143
144
Polycom, Inc 145
Spid
Isdn HLC Isdn MSN
148
Polycom, Inc 149
150
Polycom, Inc 151
152
RTP MTU
154
Polycom, Inc 155
OSD
Scheduled Provisioning of LifeSize Endpoints
Provisioned for
Selected LifeSize
Field Name Team Calls
Video Settings Video Control
Video Settings Video Quality
Field Name Team
Telepresence
Security Passwords
Security General
Network General
Network NAT
Field Name Team Network Reserved Ports
Network Network Qos
Network LifeSize Transit
Communications General
Communications H.323
Communications SIP
Field Name Team System General
System Identification
Directory Auto Discovery
Directory Ldap
Diagnostics Cameras
Diagnostics DVD-I Input
Appearance Layout
Appearance Display
Provisioning of LifeSize Passwords
Reporting
Endpoint and Peripheral Management Operations
Endpoint Management Operations
View Device Details
Go to Endpoint Monitor View
Field Description Identification
Http URL
Addresses
URL, Transport Address, and Unknown
Capabilities
Call Info Sites
Call Info Call Details
Add an Endpoint or Find an Endpoint on the Network
Go to Endpoint Monitor View and click Add
Call Info Video Feed
System Alerts
Enter the IP Address of the endpoint
Click Find Device
Site based upon IP address
URL , Transport Address , and Unknown
Edit an Endpoint
Delete an Endpoint
View an Endpoint’s Video Feed
Clear an Endpoint Help Request
Tandberg
Reboot an Endpoint
Send a Message to an Endpoint
Associate a User with an Endpoint
Search for Endpoints in a Range of IP Addresses
View Peripherals
Go to Endpoint Monitor View and click Search Devices
Click View Peripherals
Peripheral View Operations
Delete Peripheral
Display Applications
Polycom CMA System Operations Guide 180
Endpoint Provisioning Operations
Bundled Provisioning Operations
View the Provisioning Bundle List
Go to Endpoint Bundled Provisioning
Download a Provisioning Bundle
Delete a Provisioning Bundle
Go to Endpoint Bundled Provisioning Click Download
Automatic Provisioning Operations
View the Automatic Provisioning List and Details
Add an Automatic Provisioning Profile
Go to Endpoint Automatic Provisioning
Click Update Profile Order
Edit an Automatic Provisioning Profile
Automatic Provisioning Profiles page, click Add
Provisioning Profiles list
Clone an Automatic Provisioning Profile
Delete an Automatic Provisioning Profile
Profiles list
Scheduled Provisioning Operations
View the Scheduled Provisioning List and Details
Add a Scheduled Provisioning Profile
Go to Endpoint Scheduled Provisioning
Edit a Scheduled Provisioning Profile
Clone a Scheduled Provisioning Profile
Delete a Scheduled Provisioning Profile
Schedule an Endpoint for Provisioning
Click Provision
Click Schedule Scheduled Provisioning View reappears
Cancel a Scheduled Provisioning
Check the Status of a Scheduled Provisioning
Clear the Status of Scheduled Provisioning
Click Clear Status
Click Cancel Provision
Endpoint Software Update Operations
Automatic Software Update Operations
View Automatic Software Update Information
For automatic software update, it includes these topics
View Automatic Software Update Packages
Go to Admin Software Updates Automatic Software Updates
Set Maintenance Window for Automatic Software Updates
Implement Automatic Software Updates for Endpoints
List the Serial Numbers for the Endpoints to be Updated
Automatic Software Updates list reappears
Request Update Activation Keys
Download the Required Software Package
Upload the Software Package and Create a Software Update
Click Upload Software Update
Select Product Activation
Select the tab for the endpoint type of interest
Set an Automatic Software Update Policy
Trial a Software Update Package
Set up testing. Complete these tasks
Create a Local Trial Group
Promote the Trial Software Update Package to Production
View and Implement Software Updates for Peripherals
Delete the Trial Software Update Package
View Software Updates for Peripherals
From the Production URL
Both the Production URL and the Trial
Upload Peripheral Software Updates to the CMA Web Server
Configure Peripheral Updates for Production
Click Configure Production
Field Description Configure Platform
Click Configure Application
Configure Application
Both the Production URL and the Trial URL
Configure Peripheral Updates for Trial
Click Configure Trial
Scheduled Software Update Operations
For scheduled software update, it includes these topics
View Scheduled Software Update Information
View List of Software Update Packages
Implement Scheduled Software Updates for Endpoints
Scheduled Software Updates list reappears
Return to the endpoint serial number list and click Close
For Polycom products
» Close the Product Activation screens
Schedule the Software Update for Endpoints
Cancel Software Updates
Click Schedule
Fields Description
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Polycom CMA System Operations Guide 212
Device Details
Device Summary Information
Standard. This device is monitored
Device Status Information
RMX , GW/MCU , Other , and Tandberg
Isdnquadbri
ISDNPRIT1
Isdnbri
Call Information
Device Alerts Information
Provisioning Details
Status will be either Success or Failed
Software Update Details
With the device
Network Device Management Overview
Network Device Types
Network Device Menu, Views, and Lists
Network Device List in the Monitor View
Network Device views is Refresh
Network Device list has these fields
Network Device Types on
VBP View
Action Use this action to Available for all device types
Available for only selected network device types
MCU View
DMA View
Polycom CMA System Operations Guide 226
MCU Bridge Management Operations
View Device Details
Go to Network Device MCUs
Device Details dialog box for the selected MCU appears
Field Description Addresses
Field Description MCU Network Services
MCU Resources
RMX MCU
Field Description Alerts RMX MCUs only
Card Alerts MGC MCUs only
This topic describes how to add an MCU to a CMA system
Add an MCU Manually
Go to Network Device MCUs and click Add
Edit an MCU Bridge
227. At a minimum, assign the MCU a System Name
As needed, use the Filter to customize the MCU list
System Name field
Enable Cascading Conferences on Polycom MCUs
Delete an MCU Bridge
View Bridge Hardware
For a Polycom MGC MCU
View Bridge Services
View Bridge Conferences
View Bridge Ports
View Bridge Meeting Rooms
View Bridge Entry Queues
View Bridge Gateway Conferences
238
Management Operations for Other Network Devices
Polycom VBP Management Operations
Add a Polycom VBP Device
Copy the CMA System Certificate to a Polycom VBP Device
Go to Network Device VBPs and click Add
Click Restart Apache
Identify Endpoints Using the Polycom VBP Device
Edit a Polycom VBP Device
Delete a Polycom VBP Device
Polycom DMA Management Operations
Add a Polycom DMA System
Edit a Polycom DMA System
Go to Network Device DMAs and click Add
Delete a Polycom DMA System
View Registered DMA Nodes
Go to Network Device DMAs Click View DMA Nodes
Polycom CMA System Operations Guide 244
MCU H.320 Services
Field Description MCU H.32O Service
MCU Bridge Device Details
MCU H.323 Services
MCU Gateway Services
MCU Resources-Polycom MGC Platform
Refer to the RMX 2000/4000 Administrator’s Guide
MCU Resources-Polycom RMX Platform
Users and Groups Overview
Overview of Groups, Users, and User Roles
Users
Local Users
Groups
Enterprise Users
Local Groups
Enterprise Groups
Roles and Permissions
Default CMA System Roles and Permissions
Role Permissions Comment
User Name Remote Server Software Version Font Size
CMA system offers three different default Scheduler roles
Scheduler Roles, Responsibilities, and Menus
Operator Role, Responsibilities, and Menus
Role Responsibilities
Device Administrator Role, Responsibilities, and Menus
Auditor Role, Responsibilities, and Menus
Administrator Role, Responsibilities, and Menus
Customized Roles and Responsibilities
Device Associations and Presence
Polycom CMA System Operations Guide 260
User Management Operations
Manage Users
Search for a User
View User Information
You can view information about a user, local or enterprise
Go to User Users
Select the user you want
Add a Local User
Associated Permissions
Associated Roles
Groups
Be a minimum of eight characters in length
Edit a User
View Permissions for a User
Delete a User
Unlock a User Account
CMA system, only users assigned the Administrator role can
Manage Groups
Add a Local Group
Go to User Groups Groups page, click Add Local Group
Import Enterprise Groups
Column Description Group Members Local Users Only
Manage User Roles
Edit a Group
Delete a Group
Go to User Groups
View the Groups and Users Associated with a User Role
Assign Users Roles and Endpoints
View the List of User Roles
Go to User User Roles
Add a User Role
Edit Permissions for a User Role
Go to User User Roles
Click Save New user role appears in the CMA system
Delete a User Role
View the Groups and Users Associated with a User Role
View Associated Groups and Users dialog box appears
Manage System Guest Book
User Menu and Guest Book
Context-Sensitive Guest Book Actions
Add a Guest to the System Guest Book
Go to User Guest Book and click Add Guest
Actions Description
Alias@IP , for example
Not available when Use Modified Dial Number is
Edit a Guest in the System Guest Book
Go to User Guest Book and select the guest of interest
Click Edit Guest
Manage Favorites
Delete a Guest from the System Guest Book
Add a Favorites List
Click Delete Guest
Edit a Favorites List
Delete a Favorites List
System Reports
Site Statistics Report
Go to Reports Site Statistics
Site Link Statistics Report
Go to Reports Site Link Statistics
Call Detail Records Report
Go to Reports H.323 Call Detail Records
Call Detail Record Report Administration
Modify the CDR Retention Period
Schedule Weekly Archives of the CDR Report
Configure these settings
Endpoint Usage Report
SSL/TLS
Go to Reports Endpoint Usage Report
Time in Call divided by the Total Calls
Seconds
Q.850 cause code showing how the call ended
Calculated from sample tests done once per minute
Conference Type Report
Chart that compares the number of scheduled minutes
Gatekeeper Message Log
View and Export the Gatekeeper Message Log
Use the Gatekeeper Message Log page to
Go to Reports Gatekeeper Message Log
Define Log Settings
Field Description Registration
Clear Events from the Log
Pause and Restart Logging
Click Yes to confirm the action
Gatekeeper Message Log is cleared
Log File Related to Dial Plan Functionality
Log File Related to External Database Functionality
Log Files Related to Scheduling Functionality
Log Files Related to Global Address Book Functionality
Log Name Description
Log Files Related to Device Management Functionality
Log Files Related to Gatekeeper Functionality
Log Files Related to Web Services Functionality
Log Files Related to Presence Functionality
Click Change Settings
View and Export System Log Files
Change the System Log Level
Go to Reports System Logs
Download Windows Event Log Files
View and Download Audit Log Files
You can view and download audit log files
Go to Reports Audit Log Files
Backup and Delete Audit Log Files
You can backup and delete audit log files
Click Backup and Delete
CMA System Report
Report includes this information
License Info
CRL
Polycom CMA System Operations Guide 306
System Administration Overview
Polycom CMA System Dashboard
Endpoints multiple, configurable panes
MCU Status multiple, configurable panes
Dashboard Buttons
Dashboard Panes
Cmad
Need Virtual IP or Secondary Is Down
CPU
Polycom, Inc 311
Gatekeepers
Pre-call Status
Today’s Adhoc Conferences
Conference Status
Failed AD Login Attempts pane displays
System Administration Menu
Selection Use this selection to
Including the enterprise directory, address books, or Global
Administration Periods, etc
Polycom CMA System Operations Guide 320
Conference Setup Overview
Conference Templates
Field Description General Settings
Common Settings
MGC
RMX
Video Switching Mode
Auto layout option RMX Video Settings
Video switching option RMX General Settings
Telepresence mode is On RMX Video Settings
Presentation Mode , or Lecture View Switching
MGC Settings
Time Warning feature
People+Content H.239
Polycom Visual Concert PC . To show live PC content
Auto
H264
Conference on Port is enabled, the Video Mode must be
RMX General Settings RMX Profile Settings
Field Description RMX General Settings Conference Settings
Supported MCU General Settings
RMX General Settings Advanced Settings
264 SD 30v7 with MPM+ or MPMx
At the end When last participant remains Only
LPR
At the end After last participant quits All
RMX Video Quality People Video Definition
Video switching VSW option RMX General
To On RMX Video Settings
RMX Video Quality Content Video Definition
Motion option for Video quality
Field Description RMX Video Settings
MGC as a Supported MCU General Settings
Lecture View Switching option Common Settings
Same layout option
RMX Audio Settings
Possible values include
Manual
Continuous Presence Room continuous presence
Field Description RMX Skins
RMX Conference IVR
Field Description RMX Recording
Conference Settings
By default, Conference Time Warning is enabled
Alert Tone feature
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Polycom CMA System Operations Guide 336
Conference Setup Operations
View the Conference Templates List
Go to Admin Conference Templates
Add a Conference Template
Edit a Conference Template
Set Conference Settings
Disable Conference Auto-Launch
Disable Conference Time Warning
Go to Admin Conference Settings
Go to Admin Server Settings E-mail
Overbooking Dial-in Participants
Add Customized Text to E-mail Notifications
Edit Customized Text in E-mail Notifications
Delete Customized Text in E-mail Notifications
Polycom CMA System Operations Guide 342
Room Overview and Operations
Local and Enterprise Meeting Rooms
Go to Admin Rooms
Go to Admin Rooms
View the Rooms List
Add a Local Room
Add an Enterprise Room
Field Description Site Site in which the room is located
Associated Endpoints
Edit a Room
Delete a Room
Area Overview and Operations
Areas Overview
How Areas Work
Area Best Practices
View Areas
Field Description Areas list
Summary
Members
Create Area Administrator Role
Enable, Configure, and Customize Areas
Click Save Configuration
Add Areas
Assign Devices to Areas
Go to Endpoint Monitor View or Network Device Monitor View
Go to Admin Areas and click Manage Members
Associate Users with Areas
Click Associate Area
Click Assign Areas
Change Area Association for Users
Delete an Area
Select the user of interest and click the right arrow
Click Unassign Areas
Polycom CMA System Operations Guide 354
Directory Operations
Directory Management Overview
Directory Management Supported Configurations
Multiple Forests
Multiple Domains
Viable options
Directory Operations
How Global Catalog Searches Work
CMA System Service Account
Accounts Required for the CMA System
Understanding Base DN
CMA System Computer Account
Character Character Name
Understanding Exclusion Filters
Polycom CMA System and Windows Authentication
Directory Management Operations
Integrate with Enterprise Directory Server Option
Create the Polycom CMA System Service Account
Create the Polycom CMA System Computer Account
For example net user polycomcma$ p@ssw0rd
Enable Integration with the Enterprise Directory Server
Create the Polycom CMA System Service Account
It then negotiates security once the socket is
Go to Admin Directories Directory Setup
Remove or Include Guest Book Entries in the Directory
Support LifeSize Endpoints in Directories
Ldap field, select Enabled from the drop-down list
On the Directory Ldap Mark the Provision This Page check box
Directory Setup Operations
Go to Admin Directories Global Address Book
View the Global Address Book
Set or Change the GAB Password
User information found in the Global Address Book includes
Multiple Address Books
Multiple Address Books Overview
How Multiple Address Books Work
Go to Admin Directories Address Books
View the Address Book List and Details
Add an Address Book
Complete the fields in the Add an Address Book dialog box
Field Description Address Book Information
Address Book Tiers
Edit an Address Book
Field Description Address Book Tiers
Assign Address Books to Groups
Viewing the Address Book a User is Assigned To
Delete an Address Book
Select the address book you want to delete
Set the Default Address Book
Click Update Priority
Change Address Book Priority
Click Delete Confirmation message appears Click Yes
Go to Admin Directories Address Books Click Set Default
Copy an Address Book
Polycom CMA System Setup Overview
Server Settings
Selection Description
Polycom CMA System Licensing
Polycom CMA System Setup Overview
Polycom CMA System Site Topology and Dial Plan Set Up
Sites List
Add/Edit Site Dialog Box
Did Direct Inward Dial . Select this option when
Gateway Extension Dialing . Select this option
Isdn Number Assignment
Assignment Method = did Direct Inward Dial
Routing/Bandwidth
Subnets
Site Links
Site-to-Site Exclusions
Add/Edit Site Link Dialog Box
Territories
Add/Edit Territory Dialog Box
Field Description Territory Info
Associated Sites
Polycom CMA System Gatekeeper Functionality
Network Clouds
Add/Edit Network Cloud Dialog Box
Field Description Cloud Info
Default, Redundant, Alternate, and Neighboring Gatekeepers
Default Gatekeeper
Redundant Gatekeeper
Device Registration
Alternate Gatekeeper
Neighboring Gatekeeper
Allow Registration of Predefined Endpoints Only
Routing Mode
Direct Mode
Routed Mode
CMA system has two routing modes
Polycom CMA System Integration with Microsoft Outlook
Standard Polycom CMA System and Reserved Conferencing
400
Endpoint Directory and Directory Settings
402
Server Setting Operations
Edit the Polycom CMA System Network Settings
Go to Admin Server Settings Network
Edit the Polycom CMA System Time Settings
Configure these settings on the Network page, as necessary
Go to Admin Server Settings System Time
Associate Sites with Microsoft Exchange Servers
Assign Calendaring Settings to Provisioning Profiles
Go to Admin Server Settings Calendaring Management
408
Go to Admin Dial Plan and Sites Sites
Go to Admin Server Settings Licenses
View Current Polycom CMA System Licensing
Go to Admin Server Settings Licenses
Add Polycom CMA System Licenses
Request a Software Activation Key Code
Enter the Polycom CMA System Activation Key
Go to Admin Server Settings Custom Logos
Reclaim Polycom CMA Desktop Licenses
Add or Remove a Polycom CMA System Custom Logo
Default Polycom CMA Desktop Branded Polycom CMA Desktop
Add or Remove a Polycom CMA Desktop Custom Logo
Edit the Polycom CMA System E-mail Account
Polycom CMA System Snmp
Snmp Overview
416
Enable Snmp Messaging
Edit the Snmp Settings for a Polycom CMA System
To enable Snmp messaging you must perform the two tasks
Go to Admin Snmp Settings
ContextEngineID for SNMPv3
Click Save Snmp Settings
Add an Snmp Notification Receiver
TCP
UDP
MD5
SHA
Configure Alert Thresholds
Go to Admin Alert Settings CMA Alert Threshold Settings
Configure these thresholds
Threshold Description
Download Polycom CMA System MIB Package
Identified in the Average CPU usage alert
Go to Admin Snmp Settings Click Download CMA MIBs
CMA MIBs dialog box, select the MIB of interest
Name Description
Change the Snmp Communication Port
Database Operations
Overview of the Polycom CMA System Database
Database Description
Simple Recovery Model should be enabled for SQL backup mode
Internal Databases
External Databases
Database Operations
Database Restoration
From
Copy the CMA System Database Backup Files
Error and Usage Report Settings are optional
Integrate a Polycom CMA System to an External Database
Revert a Polycom CMA System to its Internal Database
Reformat the Existing Database
On the Database page, select Reformat existing database
Polycom CMA System Operations Guide 430
Polycom CMA System Redundancy
Polycom CMA 5000 System Redundancy Overview
How Redundancy Works
432
Redundant Configuration System Administration
Go to Admin Server Settings Redundant Configuration
Go to Admin Server Settings Database
Implement a Redundant Polycom CMA 5000 System
Configure the External Database for Redundancy
Log into the server and go to Admin Server Settings Database
Set the Virtual IP Address for the Redundant System
License a Redundant Polycom CMA System
Failover to a Redundant Polycom CMA 5000 System Server
Primary system restarts
Edit the Primary Gatekeeper Settings
Go to Admin Gatekeeper Settings Primary Gatekeeper
Gatekeeper Management
Primary Gatekeeper Management Operations
Endpoint Monitor View
Logs, select System Management Reports
Gatekeeper Message Log
Configure Prefixed Based Registration
Go to Admin Gatekeeper Settings Alternate Gatekeeper
Alternate Gatekeeper Settings include these fields
Alternate Gatekeeper Management Operations
Add an Alternate Gatekeeper
Edit the Alternate Gatekeeper Settings
Neighboring Gatekeeper Management Operations
Remove the Alternate Gatekeeper
View Neighboring Gatekeepers
Go to Admin Gatekeeper Settings Neighboring Gatekeeper
Add a Neighboring Gatekeeper
Edit a Neighboring Gatekeeper
Delete a Neighboring Gatekeeper
Update the Polycom CMA System Software
Management & Security Operations
Manage Certificates
Certificates Accepted by the Polycom CMA System
PEM Pkcs #7
DER
Go to Admin Management and Security Certificate Management
Certificate Operations
View Certificates and Certificate Details
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Create a Certificate Signing Request
Click Create Certificate Signing Request
Install a Certificate
Upload a Certificate Revocation List
Admin Management and Security Certificate Management
Delete a Certificate
View the Expiration Dates for Certificates and CRLs
Give Enterprise Users Default Scheduler Role
Change the Message for Enterprise Users without a Role
Control Remote Desktop Connections to the CMA System
Automatic Registration Synchronization
Set Common Passwords for Endpoints
Disable Common Password for Endpoints
Set Local Account Lockout and Timeout
Set Local Password Requirements
Is 1 to
Add Machine Accounts
Change Internal Database Passwords
Select the database user whose password you want to change
Click Change Password
Click Apply Password Changes
Dial Plan Setup Operations
Site Operations
Site operations include
Go to Admin Dial Plan and Sites Site Topology
Go to Admin Dial Plan and Sites Sites
View the Graphical Site Topology
View the Sites List
Add a Site
Firewall Settings
Field For the endpoint systems at the site being provisioned
H323 Settings
SIP Settings
Manual. Then specify a NAT Public WAN Address
Provisioning Settings
Quality of Service Settings
Security Settings
Meeting password cannot include spaces
Whitelist
Ldap Settings
View Site Information
Assign Locations to a Site
474
Edit Site Settings
Edit Site Provisioning Settings
Set Up SIP
Delete a Site
Edit SIP URI Data
Site Link Operations
Site-link operations include
Go to Admin Dial Plan and Sites Site-Links
View the Site Links List
Add a Site Link
Edit a Site Link
Site-to-Site Exclusions
Delete a Site Link
View the Site-to-Site Exclusion List
Site-Linkslist, select the link of interest and click Edit
Add a Site-to-Site Exclusion
Edit a Site-to-Site Exclusion
Delete a Site-to-Site Exclusion
Go to Dial Plan and Sites Site-to-Site Exclusions
Go to Admin Dial Plan and Sites Territories
Territories
View the Territory List
Add a Territory
Go to Admin Dial Plan and Sites Network Clouds
Network Clouds
Delete a Territory
View the List of Network Clouds
Edit a Network Cloud
Delete a Network Cloud
Results column
Click Linked Sites
Dial Plan Service Operations
These services can be edited and disabled, but not deleted
Conference on Demand
Default Conference Properties
Simplified Dialing
Field Description Conference on Demand-MCU Properties
Gateway Service
Field Description For use in simplified dialing
Services operations include
Field Name Description
View the Services List
Add a Service
Go to Admin Dial Plan Services. The Services list appears
Go to Admin Dial Plan Services
Edit a Service
Delete a Service
Click OK New service is added to the system
You can make changes to a service
Local Directory Services
Local Directory Services or Prefix Range
Dial Rule Operations
Routing Action Dial String Manipulation
Directory Services , Prefix , and Prefix Range
Gateway Services
When the action is Route to a gateway service , this
Name or IP Address
Default Dial Rules
Search the List of Devices and List of Services
Parts of a Dial Rule
Pattern Types
Examples of Custom Dial Rules
Routing Actions
Routing Pattern Description Action Type
LCR
View the Dial Rules List
Enable or Disable Dialing Rules
You can enable or disable dial rules
Add a Dial Rule
Click OK New dial rule is added to the system
Go to Admin Dial Plan Dial Rules
Least-Cost Routing Operations
Edit a Dial Rule
Country Code Area Code Prefix Weighted Cost
How Least-Cost Routing Works
Example of Least-Cost Routing
LCR Tables for Three Sites
Area Code Prefix Weighted Cost
Call Scenario One
Call Scenario Two
Determining the Weighted Cost
Determining Area Codes
Determining Country Codes
Go to Admin Dial Plan LCR Tables
View the Least Cost Routing Tables List
Add a Least Cost Routing Table
Edit a Least Cost Routing Table
Numbering Scheme
Delete a Least Cost Routing Table
Implementation in the CMA System
Alias Assignment
Numbering Scheme Default Settings
Numbering Scheme Explained
Based on Device Type Specify Number Range No Suffix
A No Suffix
506
No Prefix
Number specify
Based on Devicey Type, available only if shown
Phone Number
Setting-up an E.164 Alias in a User Dial String Reservation
Go to Admin Dial Plan and Sites E.164 Numbering Scheme
Generating E.164 Aliases
Highlight a specific user
Setting-up an E.164 Alias in a Room Dial String Reservation
Click on Edit. The Edit User dialog will display
Click on Dial String Reservations
Click on Add. The Add User dialog will display
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Remote Alert Setup Operations
Set Up Remote Alerts
Set Up CMA System-generated E-mail Account
Enable CMA System Remote Alerts
Set CMA System Remote Alert Level Settings
Go to Admin Alert Settings CMA Alert Level Settings
Alert Type Alert indicates
Subnet bandwidth threshold, which is set at 90%
Set Endpoint Alert Level Settings
Go to Admin Alert Settings Endpoint Alert Level Settings
Add a Remote Alert Profile
To add a remote alert profile
Associate a Remote Alert Profile With a User
Edit User dialog box, click Associated Alert Profile
Disable a Remote Alert Profile
Go to Admin Alert Settings Remote Alert Profiles
Clear Enable Profile
Edit a Remote Alert Profile
Disable CMA System Remote Alerts
System Management Maintenance
Management and Maintenance Overview
Administrator Responsibilities
Administrative Best Practices
Auditor Responsibilities
Recommended Regular Maintenance
Auditor Best Practices
Polycom CMA System Operations Guide 524
System Backup and Recovery Operations
Backup Internal Databases and System Configuration
Backup the CMA System Internal Databases
Backup the CMA System Settings
Restore Database and System Configuration
Restore to Factory Default Image
Restore from a Backup Archive
Go to Admin Backup System Settings
Click Restore from Backup Archive
System Troubleshooting
Troubleshooting Utilities Dashboard
530
Troubleshooting Specific Types of Issues
Registration Problems and Solutions
Problem Description Solutions
Gatekeeper Settings Primary
Admin Gatekeeper Settings Primary Gatekeeper
CMA
Plan and Sites Sites and make sure
Assignment pane
Point-to-Point Calling Problems and Solutions
MCU and Gateway Dialing Problems and Solutions
Sites Services page. Verify that
Admin Dial Plan and Sites
Services
Conference On Demand Problems and Solutions
Plan and Sites Services
Gatekeeper Cause Codes
Cause Code Description
536
System Security and Port Usage
Open Inbound Ports on the Polycom CMA System
Port Description
TCP/UDP
Outbound Ports Used by the Polycom CMA System
System Security and Port Usage
Polycom CMA System Operations Guide 540
