Automatic Provisioning Operations | Polycom 3725-77601-001H specs

Endpoint Provisioning Operations

Automatic Provisioning Operations

This topic describes the automatic provisioning operations a user assigned the

Device Administrator role can perform. These are:

•View the Automatic Provisioning List and Details

•Add an Automatic Provisioning Profile

•Edit an Automatic Provisioning Profile

•Edit the Profile Order for an Automatic Provisioning Profile

•Clone an Automatic Provisioning Profile

•Delete an Automatic Provisioning Profile

View the Automatic Provisioning List and Details

To view the automatic provisioning list and details about an automatic provisioning operation

1Go to Endpoint > Automatic Provisioning.

2As needed, use the Filter to customize the Endpoint list.

3 Select the endpoint of interest.

4 Expand the Provisioning Details tab in the Device Details section.

Add an Automatic Provisioning Profile

This topic describes how to add automatic provisioning profiles.

TIP

Add provisioning profiles in the middle of the work day, not first thing in the morning.

When you add an automatic provisioning profile, the CMA system immediately rolls it out. If it rolls it out first thing in the morning, people who need to attend a “start the day” conference will have to first wait for their endpoint to be provisioned. Better to implement profiles in the middle of the work day and then let the provisioning occur at the designated polling interval.

To add an automatic provisioning profile

1Go to Admin > Provisioning Profiles > Automatic Provisioning Profiles.

Polycom, Inc.

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Polycom 3725-77601-001H manual Automatic Provisioning Operations, View the Automatic Provisioning List and Details

Contents

Polycom CMA System Operations Guide Trademark Information Contents Add/Schedule a Conference Add/Schedule a New Conference Polycom CMA System Conference Scheduling OverviewConference Scheduling Operations Endpoint Management Overview Advanced Scheduling OperationsConference and Participant Management Operations Conference and Participant Details Polycom CMA System Operations Guide Endpoint Provisioning Operations Provisioning of LifeSize Passwords ReportingEndpoint and Peripheral Management Operations Device Details Endpoint Software Update Operations Management Operations for Other Network Devices 239 Provisioning Details Software Update DetailsNetwork Device Management Overview MCU Bridge Management Operations 227 User Management Operations MCU Bridge Device Details 245Users and Groups Overview Polycom CMA System Dashboard 307 System Administration Overview 307System Reports 281 Room Overview and Operations 343 Conference Setup Overview 321Conference Setup Operations 337 Conference Templates 321 Conference Settings 334 Multiple Address Books Directory Setup OperationsView the Global Address Book Set or Change the GAB Password Directory Operations Server Setting Operations Polycom CMA System Setup Overview Database Operations Polycom CMA System Snmp Management & Security Operations 445 Polycom CMA System RedundancyGatekeeper Management 439 Dial Plan Setup Operations 463 Xviii System Troubleshooting Remote Alert Setup OperationsSystem Management and Maintenance 521 System Backup and Recovery Operations System Security and Port Usage Polycom CMA System Overview Polycom CMA System Features and Capabilities Minimum System Requirements Polycom CMA System Models Log Into the Polycom CMA System Working in the Polycom CMA System Filter and Search a List Field Input Requirements Sn Givenname Mail Change a Password Restart or Shut Down a Polycom CMA System Enter a New PasswordConfirm the new password and click OK Log Out of the Polycom CMA System Emergency Shutdown of a Polycom CMA System Polycom CMA System Operations Guide Add DNS SRV Record for Polycom CMA System Services Polycom CMA System Configuration Configure the Connection to an External Enterprise Directory Configure the Connection to the External Database Set Up Video Call Routing Configure Redundancy Set Up Conference Templates Set Up Automatic ProvisioningSet Up Automatic Softupdate Set Up a Certificate for the Polycom CMA System Set Up Directory Services Distribute Polycom CMA Desktop for Windows Systems Distribute Polycom Applications Distribute Polycom CMA Desktop for MAC OS Systems Polycom CMA System Operations Guide Operating in Maximum Security Environments Maximum Security Mode Overview Snmp Conference Scheduling in Maximum Security Mode Endpoint Management in Maximum Security Mode Field Network Device Management in Maximum Security Mode Scheduler User Management in Maximum Security ModePolycom RMX Systems in Secure Mode Administrator Action Use this action to Operating in Maximum Security Environments Operator, and Auditor Group Management in Maximum Security ModeReporting in Maximum Security Mode Download the System Log Files Backup and Delete audit log filesAuditor About Machine Accounts Device Administration in Maximum Security Mode Evergreenroommachine System Administration in Maximum Security Mode Conference Templates Admin Menu Provisioning Profiles Software UpdatesServer Settings On the Enterprise Directory Management and Security Session Management Account Inactivity Field Description Password ManagementField Description Account Lockout Dial Plan and Sites Backup System SettingsField Description Password Complexity Network Intrusion Detection in Maximum Security Mode There is no change in the Windows Event Logs function Troubleshooting in Maximum Security ModeTroubleshooting Utilities There is no change in the Database Backup function Mssqlserver Service Manages the system’s CommentThere is no change in the CMA Licenses function Report Administration Polycom CMA System Operations Guide Conference Menu Overview General Scheduling Information Polycom CMA System Conference Scheduling Overview Conference Menu and Views Conference Menu Overview Add Conference views have these sectionsSection Description Refresh Conference Views-Future and Ongoing Conferences may be in the following states Conference States Available for future, past, and active conferences Context-Sensitive Conference ActionsAction Description Available for future conferences only Available for future and past conferences Bridge Selection and Cascading General Scheduling InformationScheduling Participants and Endpoints Bridge Scheduling and Reassignment Polycom CMA System Conference Scheduling Overview Polycom CMA System Operations Guide These options are discussed in the following topics Conference Scheduling OperationsAdd/Schedule a Conference Add/Schedule a New Conference Participants and Rooms list Click Add Guest Configure these fields in the Add Guest dialog box 1001@11.12.13.14 Not available when Use Modified Dial Number If the guest has a SIP IP endpoint, configure these settings Participants and Rooms list Copy an Existing Conference Go to Conference Future Edit a Conference Edit a Participant’s Settings If the guest has a SIP IP endpoint, configure these settings View Scheduling Information for a Conference Click Back to List to return to the conference list Edit Conference Settings on Advanced Scheduling Operations Edit Conference Settings Chairperson feature Setting Description Dial-In+Dial-Out When Enable Chairperson is selected Setting Description People and Content VO. This Polycom proprietary People +Content H.329. This enables the industry Application Sharing. Allows two or more Click Manual Cascade Select a Bridge for a ConferenceCreate a Cascaded Conference Across Multiple Bridges Add Link dialog box, select the Link Type Go to Conference Ongoing Conference and Participant Management OperationsManage an Active Conference Isdn Use these conference actions as needed Use these participant actions as needed New Conference Participants list Add Additional Participants to an Active Conference Click Close Add a Room to an Active ConferenceParticipants list From the Conference Actions list, click Add Room Click Join Conference View the Video of a Participant in an Active ConferenceJoin an Active Conference From the Conference Actions list, click Add Favorites Add/Save a Participant to a Favorites List Manage a Participant’s Endpoint During a Conference View a Participant’s Details During a Conference PVX , MGC , RMX , GW/MCU , Other , and Tandberg GDS Delete a Conference Terminate an Active Conference Polycom CMA System Operations Guide Conference Details section has these fields Conference and Participant DetailsConference Image Conference Details CIF Svga Qcif XGA 4CIF Ntsc 16CIF VGA Auto Conference FeaturesConference Features section has these fields Mode is None MCU Bridge MCU Features IVR Participants ListParticipants section has these fields Participant Details section has these fields Participant Details Participant Settings dialog box has these fields Participant Settings SIP URI Endpoint Menu, Views, and Lists Endpoint Management Overview Endpoint views is Refresh Monitor ViewEndpoint List in the Monitor View Endpoint Types on Endpoint list in this view has these fields Action Use this action to Available for all endpoint types Tandberg , iPower , and OtherActions in the Monitor View SIP Peripherals List in the Peripherals View Peripherals View Peripherals list in this view has these fields Actions in the Peripheral View View list Bundled Provisioning ViewEndpoint List in the Bundled Provisioning View RealPresence Group Series -Displays just Automatic Provisioning ViewActions in the Bundled Provisioning View Endpoint List in the Automatic Provisioning View Use the Scheduled Provisioning View to Scheduled Provisioning ViewActions in the Automatic Provisioning View Endpoint List in the Scheduled Provisioning View Viewstation Actions in the Scheduled Provisioning ViewTandberg C-Series VSX Series Endpoint List in the Automatic Software Update View Automatic Software Update View Actions in the Automatic Software Update View Endpoint List in the Scheduled Software Update View Scheduled Software Update View Scheduled Software Update View Actions PVX Endpoint Types Vtel Tandberg 150 MXPVcon Endpoint Configuration/Provisioning For more information, see Provisioning Best PracticesBundled Provisioning How Bundled Provisioning Works Automatic Provisioning How Automatic Provisioning Works Csv file Automatic Provisioning Profiles Field For the endpoint systems being provisioned Home Screen SettingsSettings Calendaring Settings Call SettingsAudio Settings CMA Desktop Settings URL VVX Settings How Scheduled Provisioning Works Scheduled ProvisioningProfile Order and Priority FX/EX Scheduled Provisioning Profiles ViewStation QDX Series General Settings Home Screen Settings Home Screen Settings ViewStation QDX Series General Settings Security GMT General Settings Date and TimeAM/PM Video Network IP Network Gatekeeper Video Network IP Network Call Preferences Video Network IP Network Gateway Number Video Network IP Network Quality of Service Settings NAT Video Network IP Network Firewall Settings Video Network Isdn BRI Protocol NAT Public WAN Address FX/EX Applies to Monitor 3 Options Cameras Video Quality Cameras Camera SettingsDVD Cameras Cameras ViewStation QDX Series Video/Camera Cameras Enter IP Address Manually Select if the IP LAN Properties LAN PropertiesObtain IP Address Automatically Select if Global Services Directory Servers LAN/H.323 Global Directory GDS Preferred Alias Global Services Dialing RulesTo Auto on the Place a Call screen Video Network IP Network Gateway Setup Global Services Account ValidationGlobal Services My Information Endpoint Gatekeeper Registration Policies Automatic Software Update Profiles Endpoint Software UpdatesAutomatic Software Updates How Automatic Software Update Works Automatic Software Update Versions Peripheral Software Updates Scheduled Software Updates Considerations for Third-Party Endpoints Endpoint Passwords Enabling Management of LifeSize Endpoints Enable Tandberg Endpoints Global Address Book Access Scheduled Provisioning of Selected Tandberg Endpoints Monitoring Field Name Models Series 990/880/770 T150 Provisioned for supported TandbergModels? 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 Field Name Team Calls Scheduled Provisioning of LifeSize EndpointsProvisioned for Selected LifeSize Telepresence Video Settings Video ControlVideo Settings Video Quality Field Name Team Network NAT Security PasswordsSecurity General Network General Communications General Field Name Team Network Reserved PortsNetwork Network Qos Network LifeSize Transit Communications SIP Communications H.323 Directory Ldap Field Name Team System GeneralSystem Identification Directory Auto Discovery Appearance Display Diagnostics CamerasDiagnostics DVD-I Input Appearance Layout Reporting Provisioning of LifeSize Passwords Endpoint Management Operations Endpoint and Peripheral Management Operations Field Description Identification View Device DetailsGo to Endpoint Monitor View URL, Transport Address, and Unknown Http URLAddresses Call Info Sites Capabilities Call Info Call Details System Alerts Add an Endpoint or Find an Endpoint on the NetworkGo to Endpoint Monitor View and click Add Call Info Video Feed Click Find Device Enter the IP Address of the endpoint Site based upon IP address URL , Transport Address , and Unknown Edit an Endpoint Delete an Endpoint Tandberg View an Endpoint’s Video FeedClear an Endpoint Help Request Associate a User with an Endpoint Reboot an EndpointSend a Message to an Endpoint Click View Peripherals Search for Endpoints in a Range of IP AddressesView Peripherals Go to Endpoint Monitor View and click Search Devices Display Applications Peripheral View OperationsDelete Peripheral Polycom CMA System Operations Guide 180 Go to Endpoint Bundled Provisioning Endpoint Provisioning OperationsBundled Provisioning Operations View the Provisioning Bundle List Go to Endpoint Bundled Provisioning Click Download Download a Provisioning BundleDelete a Provisioning Bundle Go to Endpoint Automatic Provisioning Automatic Provisioning OperationsView the Automatic Provisioning List and Details Add an Automatic Provisioning Profile Provisioning Profiles list Click Update Profile OrderEdit an Automatic Provisioning Profile Automatic Provisioning Profiles page, click Add Profiles list Clone an Automatic Provisioning ProfileDelete an Automatic Provisioning Profile Go to Endpoint Scheduled Provisioning Scheduled Provisioning OperationsView the Scheduled Provisioning List and Details Add a Scheduled Provisioning Profile Clone a Scheduled Provisioning Profile Edit a Scheduled Provisioning Profile Click Schedule Scheduled Provisioning View reappears Delete a Scheduled Provisioning ProfileSchedule an Endpoint for Provisioning Click Provision Click Clear Status Cancel a Scheduled ProvisioningCheck the Status of a Scheduled Provisioning Clear the Status of Scheduled Provisioning Click Cancel Provision For automatic software update, it includes these topics Endpoint Software Update OperationsAutomatic Software Update Operations View Automatic Software Update Information Go to Admin Software Updates Automatic Software Updates View Automatic Software Update Packages Implement Automatic Software Updates for Endpoints Set Maintenance Window for Automatic Software Updates Automatic Software Updates list reappears List the Serial Numbers for the Endpoints to be Updated Download the Required Software Package Request Update Activation Keys Select the tab for the endpoint type of interest Upload the Software Package and Create a Software UpdateClick Upload Software Update Select Product Activation Set an Automatic Software Update Policy Create a Local Trial Group Trial a Software Update PackageSet up testing. Complete these tasks Promote the Trial Software Update Package to Production Delete the Trial Software Update Package View and Implement Software Updates for Peripherals Both the Production URL and the Trial View Software Updates for PeripheralsFrom the Production URL Field Description Configure Platform Upload Peripheral Software Updates to the CMA Web ServerConfigure Peripheral Updates for Production Click Configure Production Both the Production URL and the Trial URL Click Configure ApplicationConfigure Application Click Configure Trial Configure Peripheral Updates for Trial For scheduled software update, it includes these topics Scheduled Software Update Operations Implement Scheduled Software Updates for Endpoints View Scheduled Software Update InformationView List of Software Update Packages Return to the endpoint serial number list and click Close Scheduled Software Updates list reappears » Close the Product Activation screens For Polycom products Schedule the Software Update for Endpoints Fields Description Cancel Software UpdatesClick Schedule Polycom, Inc 211 Polycom CMA System Operations Guide 212 Device Summary Information Device Details Standard. This device is monitored Device Status Information Isdnbri RMX , GW/MCU , Other , and TandbergIsdnquadbri ISDNPRIT1 Call Information Status will be either Success or Failed Device Alerts InformationProvisioning Details Software Update Details With the device Network Device Menu, Views, and Lists Network Device Management OverviewNetwork Device Types Network Device views is Refresh Network Device List in the Monitor View Network Device Types on Network Device list has these fields Available for only selected network device types VBP ViewAction Use this action to Available for all device types DMA View MCU View Polycom CMA System Operations Guide 226 Go to Network Device MCUs MCU Bridge Management OperationsView Device Details Device Details dialog box for the selected MCU appears Field Description Addresses RMX MCU Field Description MCU Network ServicesMCU Resources Card Alerts MGC MCUs only Field Description Alerts RMX MCUs only Go to Network Device MCUs and click Add This topic describes how to add an MCU to a CMA systemAdd an MCU Manually System Name field Edit an MCU Bridge227. At a minimum, assign the MCU a System Name As needed, use the Filter to customize the MCU list Enable Cascading Conferences on Polycom MCUs For a Polycom MGC MCU Delete an MCU BridgeView Bridge Hardware View Bridge Ports View Bridge ServicesView Bridge Conferences View Bridge Gateway Conferences View Bridge Meeting RoomsView Bridge Entry Queues 238 Polycom VBP Management Operations Management Operations for Other Network Devices Click Restart Apache Add a Polycom VBP DeviceCopy the CMA System Certificate to a Polycom VBP Device Go to Network Device VBPs and click Add Delete a Polycom VBP Device Identify Endpoints Using the Polycom VBP DeviceEdit a Polycom VBP Device Go to Network Device DMAs and click Add Polycom DMA Management OperationsAdd a Polycom DMA System Edit a Polycom DMA System Go to Network Device DMAs Click View DMA Nodes Delete a Polycom DMA SystemView Registered DMA Nodes Polycom CMA System Operations Guide 244 MCU Bridge Device Details MCU H.320 ServicesField Description MCU H.32O Service MCU H.323 Services MCU Resources-Polycom MGC Platform MCU Gateway Services MCU Resources-Polycom RMX Platform Refer to the RMX 2000/4000 Administrator’s Guide Local Users Users and Groups OverviewOverview of Groups, Users, and User Roles Users Enterprise Users Groups Enterprise Groups Local Groups Roles and Permissions Role Permissions Comment Default CMA System Roles and Permissions User Name Remote Server Software Version Font Size Role Responsibilities CMA system offers three different default Scheduler rolesScheduler Roles, Responsibilities, and Menus Operator Role, Responsibilities, and Menus Device Administrator Role, Responsibilities, and Menus Auditor Role, Responsibilities, and Menus Customized Roles and Responsibilities Administrator Role, Responsibilities, and Menus Device Associations and Presence Polycom CMA System Operations Guide 260 Search for a User User Management OperationsManage Users Select the user you want View User InformationYou can view information about a user, local or enterprise Go to User Users Groups Add a Local UserAssociated Permissions Associated Roles Be a minimum of eight characters in length Edit a User Delete a User View Permissions for a User Unlock a User Account Go to User Groups Groups page, click Add Local Group CMA system, only users assigned the Administrator role canManage Groups Add a Local Group Column Description Group Members Local Users Only Import Enterprise Groups Go to User Groups Manage User RolesEdit a Group Delete a Group View the Groups and Users Associated with a User Role  Go to User User Roles Assign Users Roles and EndpointsView the List of User Roles Click Save New user role appears in the CMA system Add a User RoleEdit Permissions for a User Role Go to User User Roles View Associated Groups and Users dialog box appears Delete a User RoleView the Groups and Users Associated with a User Role User Menu and Guest Book Manage System Guest Book Actions Description Context-Sensitive Guest Book ActionsAdd a Guest to the System Guest Book Go to User Guest Book and click Add Guest Alias@IP , for example Click Edit Guest Not available when Use Modified Dial Number isEdit a Guest in the System Guest Book Go to User Guest Book and select the guest of interest Click Delete Guest Manage FavoritesDelete a Guest from the System Guest Book Add a Favorites List Delete a Favorites List Edit a Favorites List Site Statistics Report System Reports Go to Reports Site Statistics Go to Reports Site Link Statistics Site Link Statistics Report Go to Reports H.323 Call Detail Records Call Detail Records Report Schedule Weekly Archives of the CDR Report Call Detail Record Report AdministrationModify the CDR Retention Period SSL/TLS Configure these settingsEndpoint Usage Report 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 Go to Reports Gatekeeper Message Log Gatekeeper Message LogView and Export the Gatekeeper Message Log Use the Gatekeeper Message Log page to Field Description Registration Define Log Settings Gatekeeper Message Log is cleared Clear Events from the LogPause and Restart Logging Click Yes to confirm the action Log Files Related to Global Address Book Functionality Log File Related to Dial Plan FunctionalityLog File Related to External Database Functionality Log Files Related to Scheduling Functionality Log Files Related to Gatekeeper Functionality Log Name DescriptionLog Files Related to Device Management Functionality Log Files Related to Presence Functionality Log Files Related to Web Services Functionality Go to Reports System Logs Click Change SettingsView and Export System Log Files Change the System Log Level Go to Reports Audit Log Files Download Windows Event Log FilesView and Download Audit Log Files You can view and download audit log files Click Backup and Delete Backup and Delete Audit Log FilesYou can backup and delete audit log files Report includes this information CMA System Report License Info CRL Polycom CMA System Operations Guide 306 Polycom CMA System Dashboard System Administration Overview Dashboard Panes Endpoints multiple, configurable panesMCU Status multiple, configurable panes Dashboard Buttons Cmad CPU Need Virtual IP or Secondary Is Down Polycom, Inc 311 Gatekeepers Pre-call Status Today’s Adhoc Conferences Conference Status Failed AD Login Attempts pane displays Selection Use this selection to System Administration Menu Including the enterprise directory, address books, or Global Administration Periods, etc Polycom CMA System Operations Guide 320 Conference Templates Conference Setup Overview RMX Field Description General SettingsCommon Settings MGC Telepresence mode is On RMX Video Settings Video Switching ModeAuto layout option RMX Video Settings Video switching option RMX General Settings Time Warning feature Presentation Mode , or Lecture View SwitchingMGC Settings H264 People+Content H.239Polycom Visual Concert PC . To show live PC content Auto RMX General Settings RMX Profile Settings Conference on Port is enabled, the Video Mode must be 264 SD 30v7 with MPM+ or MPMx Field Description RMX General Settings Conference SettingsSupported MCU General Settings RMX General Settings Advanced Settings RMX Video Quality People Video Definition At the end When last participant remains OnlyLPR At the end After last participant quits All Motion option for Video quality Video switching VSW option RMX GeneralTo On RMX Video Settings RMX Video Quality Content Video Definition Same layout option Field Description RMX Video SettingsMGC as a Supported MCU General Settings Lecture View Switching option Common Settings Continuous Presence Room continuous presence RMX Audio SettingsPossible values include Manual RMX Conference IVR Field Description RMX Skins Field Description RMX Recording Alert Tone feature Conference SettingsBy default, Conference Time Warning is enabled Polycom, Inc 335 Polycom CMA System Operations Guide 336 View the Conference Templates List Conference Setup Operations Edit a Conference Template Go to Admin Conference TemplatesAdd a Conference Template Go to Admin Conference Settings Set Conference SettingsDisable Conference Auto-Launch Disable Conference Time Warning Add Customized Text to E-mail Notifications Go to Admin Server Settings E-mailOverbooking Dial-in Participants Delete Customized Text in E-mail Notifications Edit Customized Text in E-mail Notifications Polycom CMA System Operations Guide 342 Local and Enterprise Meeting Rooms Room Overview and Operations Add a Local Room  Go to Admin RoomsGo to Admin Rooms View the Rooms List Associated Endpoints Add an Enterprise RoomField Description Site Site in which the room is located Delete a Room Edit a Room How Areas Work Area Overview and OperationsAreas Overview Area Best Practices Members View AreasField Description Areas list Summary Click Save Configuration Create Area Administrator RoleEnable, Configure, and Customize Areas Go to Endpoint Monitor View or Network Device Monitor View Add AreasAssign Devices to Areas Click Assign Areas Go to Admin Areas and click Manage MembersAssociate Users with Areas Click Associate Area Click Unassign Areas Change Area Association for UsersDelete an Area Select the user of interest and click the right arrow Polycom CMA System Operations Guide 354 Directory Management Overview Directory Operations Viable options Directory Management Supported ConfigurationsMultiple Forests Multiple Domains Directory Operations How Global Catalog Searches Work CMA System Computer Account CMA System Service AccountAccounts Required for the CMA System Understanding Base DN Character Character Name Understanding Exclusion Filters Polycom CMA System and Windows Authentication Integrate with Enterprise Directory Server Option Directory Management Operations Create the Polycom CMA System Service Account For example net user polycomcma$ p@ssw0rd Create the Polycom CMA System Computer Account Create the Polycom CMA System Service Account Enable Integration with the Enterprise Directory Server It then negotiates security once the socket is Go to Admin Directories Directory Setup Support LifeSize Endpoints in Directories Remove or Include Guest Book Entries in the Directory On the Directory Ldap Mark the Provision This Page check box Ldap field, select Enabled from the drop-down list View the Global Address Book Directory Setup OperationsGo to Admin Directories Global Address Book User information found in the Global Address Book includes Set or Change the GAB Password Multiple Address Books Overview Multiple Address Books How Multiple Address Books Work Add an Address Book Go to Admin Directories Address BooksView the Address Book List and Details Address Book Tiers Complete the fields in the Add an Address Book dialog boxField Description Address Book Information Edit an Address Book Field Description Address Book Tiers Assign Address Books to Groups Select the address book you want to delete Viewing the Address Book a User is Assigned ToDelete an Address Book Click Delete Confirmation message appears Click Yes Set the Default Address BookClick Update Priority Change Address Book Priority Copy an Address Book Go to Admin Directories Address Books Click Set Default Selection Description Polycom CMA System Setup OverviewServer Settings 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 Assignment Method = did Direct Inward Dial Did Direct Inward Dial . Select this option whenGateway Extension Dialing . Select this option Isdn Number Assignment Routing/Bandwidth Subnets Add/Edit Site Link Dialog Box Site LinksSite-to-Site Exclusions Associated Sites TerritoriesAdd/Edit Territory Dialog Box Field Description Territory Info Field Description Cloud Info Polycom CMA System Gatekeeper FunctionalityNetwork Clouds Add/Edit Network Cloud Dialog Box Redundant Gatekeeper Default, Redundant, Alternate, and Neighboring GatekeepersDefault Gatekeeper Neighboring Gatekeeper Device RegistrationAlternate Gatekeeper Allow Registration of Predefined Endpoints Only CMA system has two routing modes Routing ModeDirect Mode Routed Mode Standard Polycom CMA System and Reserved Conferencing Polycom CMA System Integration with Microsoft Outlook 400 Endpoint Directory and Directory Settings 402 Go to Admin Server Settings Network Server Setting OperationsEdit the Polycom CMA System Network Settings Go to Admin Server Settings System Time Edit the Polycom CMA System Time SettingsConfigure these settings on the Network page, as necessary 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 View Current Polycom CMA System Licensing  Go to Admin Server Settings Licenses Enter the Polycom CMA System Activation Key Go to Admin Server Settings LicensesAdd Polycom CMA System Licenses Request a Software Activation Key Code Add or Remove a Polycom CMA System Custom Logo Go to Admin Server Settings Custom LogosReclaim Polycom CMA Desktop Licenses Add or Remove a Polycom CMA Desktop Custom Logo Default Polycom CMA Desktop Branded Polycom CMA Desktop Edit the Polycom CMA System E-mail Account Snmp Overview Polycom CMA System Snmp 416 Go to Admin Snmp Settings Enable Snmp MessagingEdit the Snmp Settings for a Polycom CMA System To enable Snmp messaging you must perform the two tasks ContextEngineID for SNMPv3 UDP Click Save Snmp SettingsAdd an Snmp Notification Receiver TCP SHA MD5 Threshold Description Configure Alert ThresholdsGo to Admin Alert Settings CMA Alert Threshold Settings Configure these thresholds Identified in the Average CPU usage alert Download Polycom CMA System MIB Package Name Description Go to Admin Snmp Settings Click Download CMA MIBsCMA MIBs dialog box, select the MIB of interest Change the Snmp Communication Port Database Description Database OperationsOverview of the Polycom CMA System Database External Databases Simple Recovery Model should be enabled for SQL backup modeInternal Databases From Database OperationsDatabase Restoration Revert a Polycom CMA System to its Internal Database Copy the CMA System Database Backup FilesError and Usage Report Settings are optional Integrate a Polycom CMA System to an External Database On the Database page, select Reformat existing database Reformat the Existing Database Polycom CMA System Operations Guide 430 How Redundancy Works Polycom CMA System RedundancyPolycom CMA 5000 System Redundancy Overview 432 Redundant Configuration System Administration Implement a Redundant Polycom CMA 5000 System Go to Admin Server Settings Redundant ConfigurationGo to Admin Server Settings Database Configure the External Database for Redundancy Set the Virtual IP Address for the Redundant System Log into the server and go to Admin Server Settings Database Failover to a Redundant Polycom CMA 5000 System Server License a Redundant Polycom CMA System Primary system restarts Primary Gatekeeper Management Operations Edit the Primary Gatekeeper SettingsGo to Admin Gatekeeper Settings Primary Gatekeeper Gatekeeper Management Gatekeeper Message Log Endpoint Monitor ViewLogs, select System Management Reports Configure Prefixed Based Registration Add an Alternate Gatekeeper Go to Admin Gatekeeper Settings Alternate GatekeeperAlternate Gatekeeper Settings include these fields Alternate Gatekeeper Management Operations View Neighboring Gatekeepers Edit the Alternate Gatekeeper SettingsNeighboring Gatekeeper Management Operations Remove the Alternate Gatekeeper Delete a Neighboring Gatekeeper Go to Admin Gatekeeper Settings Neighboring GatekeeperAdd a Neighboring Gatekeeper Edit a Neighboring Gatekeeper Management & Security Operations Update the Polycom CMA System Software Certificates Accepted by the Polycom CMA System Manage Certificates DER PEM Pkcs #7 View Certificates and Certificate Details Go to Admin Management and Security Certificate ManagementCertificate Operations Polycom, Inc 449 Click Create Certificate Signing Request Create a Certificate Signing Request Install a Certificate Upload a Certificate Revocation List Delete a Certificate Admin Management and Security Certificate Management View the Expiration Dates for Certificates and CRLs Control Remote Desktop Connections to the CMA System Give Enterprise Users Default Scheduler RoleChange the Message for Enterprise Users without a Role Automatic Registration Synchronization Disable Common Password for Endpoints Set Common Passwords for Endpoints Set Local Password Requirements Set Local Account Lockout and Timeout Is 1 to Add Machine Accounts Change Internal Database Passwords Click Apply Password Changes Select the database user whose password you want to changeClick Change Password Site operations include Dial Plan Setup OperationsSite Operations View the Sites List  Go to Admin Dial Plan and Sites Site Topology Go to Admin Dial Plan and Sites Sites View the Graphical Site Topology Add a Site Field For the endpoint systems at the site being provisioned Firewall Settings Manual. Then specify a NAT Public WAN Address H323 SettingsSIP Settings Quality of Service Settings Provisioning Settings Security Settings Meeting password cannot include spaces Whitelist Ldap Settings Assign Locations to a Site View Site Information 474 Edit Site Provisioning Settings Edit Site Settings Delete a Site Set Up SIP Edit SIP URI Data Site-link operations include Site Link Operations Edit a Site Link Go to Admin Dial Plan and Sites Site-LinksView the Site Links List Add a Site Link Site-Linkslist, select the link of interest and click Edit Site-to-Site ExclusionsDelete a Site Link View the Site-to-Site Exclusion List Go to Dial Plan and Sites Site-to-Site Exclusions Add a Site-to-Site ExclusionEdit a Site-to-Site Exclusion Delete a Site-to-Site Exclusion Add a Territory Go to Admin Dial Plan and Sites TerritoriesTerritories View the Territory List View the List of Network Clouds Go to Admin Dial Plan and Sites Network CloudsNetwork Clouds Delete a Territory Click Linked Sites Edit a Network CloudDelete a Network Cloud Results column Conference on Demand Dial Plan Service OperationsThese services can be edited and disabled, but not deleted Field Description Conference on Demand-MCU Properties Default Conference PropertiesSimplified Dialing Gateway Service Field Description For use in simplified dialing Field Name Description Services operations include Go to Admin Dial Plan Services View the Services ListAdd a Service  Go to Admin Dial Plan Services. The Services list appears You can make changes to a service Edit a ServiceDelete a Service Click OK New service is added to the system Routing Action Dial String Manipulation Local Directory ServicesLocal Directory Services or Prefix Range Dial Rule Operations Name or IP Address Directory Services , Prefix , and Prefix RangeGateway Services When the action is Route to a gateway service , this Pattern Types Default Dial RulesSearch the List of Devices and List of Services Parts of a Dial Rule LCR Examples of Custom Dial RulesRouting Actions Routing Pattern Description Action Type View the Dial Rules List Click OK New dial rule is added to the system Enable or Disable Dialing RulesYou can enable or disable dial rules Add a Dial Rule Edit a Dial Rule Go to Admin Dial Plan Dial RulesLeast-Cost Routing Operations LCR Tables for Three Sites Country Code Area Code Prefix Weighted CostHow Least-Cost Routing Works Example of Least-Cost Routing Area Code Prefix Weighted Cost Call Scenario Two Call Scenario One Determining Country Codes Determining the Weighted CostDetermining Area Codes Edit a Least Cost Routing Table Go to Admin Dial Plan LCR TablesView the Least Cost Routing Tables List Add a Least Cost Routing Table Alias Assignment Numbering SchemeDelete a Least Cost Routing Table Implementation in the CMA System A No Suffix Numbering Scheme Default SettingsNumbering Scheme Explained Based on Device Type Specify Number Range No Suffix 506 Phone Number No PrefixNumber specify Based on Devicey Type, available only if shown Highlight a specific user Setting-up an E.164 Alias in a User Dial String ReservationGo to Admin Dial Plan and Sites E.164 Numbering Scheme Generating E.164 Aliases Click on Add. The Add User dialog will display Setting-up an E.164 Alias in a Room Dial String ReservationClick on Edit. The Edit User dialog will display Click on Dial String Reservations 510 Set Up Remote Alerts Remote Alert Setup Operations Enable CMA System Remote Alerts Set Up CMA System-generated E-mail Account Alert Type Alert indicates Set CMA System Remote Alert Level SettingsGo to Admin Alert Settings CMA Alert Level Settings Subnet bandwidth threshold, which is set at 90% Go to Admin Alert Settings Endpoint Alert Level Settings Set Endpoint Alert Level Settings Add a Remote Alert Profile To add a remote alert profile Edit User dialog box, click Associated Alert Profile Associate a Remote Alert Profile With a User Edit a Remote Alert Profile Disable a Remote Alert ProfileGo to Admin Alert Settings Remote Alert Profiles Clear Enable Profile Disable CMA System Remote Alerts Administrator Responsibilities System Management MaintenanceManagement and Maintenance Overview Auditor Responsibilities Administrative Best Practices Auditor Best Practices Recommended Regular Maintenance Polycom CMA System Operations Guide 524 Backup Internal Databases and System Configuration System Backup and Recovery Operations Backup the CMA System Settings Backup the CMA System Internal Databases Restore to Factory Default Image Restore Database and System Configuration Click Restore from Backup Archive Restore from a Backup ArchiveGo to Admin Backup System Settings Troubleshooting Utilities Dashboard System Troubleshooting 530 Gatekeeper Settings Primary Troubleshooting Specific Types of IssuesRegistration Problems and Solutions Problem Description Solutions Assignment pane Admin Gatekeeper Settings Primary GatekeeperCMA Plan and Sites Sites and make sure Point-to-Point Calling Problems and Solutions Services MCU and Gateway Dialing Problems and SolutionsSites Services page. Verify that Admin Dial Plan and Sites Cause Code Description Conference On Demand Problems and SolutionsPlan and Sites Services Gatekeeper Cause Codes 536 TCP/UDP System Security and Port UsageOpen Inbound Ports on the Polycom CMA System Port Description Outbound Ports Used by the Polycom CMA System System Security and Port Usage Polycom CMA System Operations Guide 540