Scheduled Provisioning Operations | Polycom 3725-77601-001H instruction

Polycom CMA System Operations Guide

Scheduled Provisioning Operations

This topic describes the scheduled provisioning operations a user assigned the

Device Administrator role can perform. These are:

•View the Scheduled Provisioning List and Details

•Add a Scheduled Provisioning Profile

•Edit a Scheduled Provisioning Profile

•Clone a Scheduled Provisioning Profile

•Delete a Scheduled Provisioning Profile

•Schedule an Endpoint for Provisioning

•Check the Status of a Scheduled Provisioning

•Clear the Status of Scheduled Provisioning

•Cancel a Scheduled Provisioning

View the Scheduled Provisioning List and Details

To view the automatic provisioning list and details about a scheduled provisioning operation

1Go to Endpoint > Scheduled 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 a Scheduled Provisioning Profile

To add a scheduled provisioning profile

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

2In the Scheduled Provisioning Profiles page, click Add .

3In the Add Profile dialog box, select the Endpoint Type for the provisioning profile, enter a name for the profile, and click Next.

186	Polycom, Inc.

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Polycom 3725-77601-001H manual Scheduled Provisioning Operations, View the Scheduled 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 Conference and Participant Details Advanced Scheduling OperationsConference and Participant Management Operations Endpoint Management Overview Polycom CMA System Operations Guide Endpoint Provisioning Operations Provisioning of LifeSize Passwords ReportingEndpoint and Peripheral Management Operations Endpoint Software Update Operations Device Details MCU Bridge Management Operations 227 Provisioning Details Software Update DetailsNetwork Device Management Overview Management Operations for Other Network Devices 239 User Management Operations MCU Bridge Device Details 245Users and Groups Overview Polycom CMA System Dashboard 307 System Administration Overview 307System Reports 281 Conference Templates 321 Conference Settings 334 Conference Setup Overview 321Conference Setup Operations 337 Room Overview and Operations 343 Directory Operations Directory Setup OperationsView the Global Address Book Set or Change the GAB Password Multiple Address Books Polycom CMA System Setup Overview Server Setting Operations Polycom CMA System Snmp Database Operations Management & Security Operations 445 Polycom CMA System RedundancyGatekeeper Management 439 Dial Plan Setup Operations 463 Xviii System Backup and Recovery Operations Remote Alert Setup OperationsSystem Management and Maintenance 521 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 Log Out of the Polycom CMA System Enter a New PasswordConfirm the new password and click OK 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 Conference Templates Set Up Automatic ProvisioningSet Up Automatic Softupdate 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 Administrator User Management in Maximum Security ModePolycom RMX Systems in Secure Mode Scheduler 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 Device Administration in Maximum Security Mode About Machine Accounts System Administration in Maximum Security Mode Evergreenroommachine Admin Menu Conference Templates Provisioning Profiles Software UpdatesServer Settings Management and Security On the Enterprise Directory 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 Database Backup function Troubleshooting in Maximum Security ModeTroubleshooting Utilities There is no change in the Windows Event Logs function Mssqlserver Service Manages the system’s CommentThere is no change in the CMA Licenses function 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 Refresh Conference views have these sectionsSection Description Add Conference Views-Future and Ongoing Conference States Conferences may be in the following states Available for future and past conferences Context-Sensitive Conference ActionsAction Description Available for future conferences only Available for future, past, and active 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 Add/Schedule a New Conference Conference Scheduling OperationsAdd/Schedule a 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 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 Use these conference actions as needed Isdn Use these participant actions as needed Add Additional Participants to an Active Conference New Conference Participants list From the Conference Actions list, click Add Room Add a Room to an Active ConferenceParticipants list Click Close Click Join Conference View the Video of a Participant in an Active ConferenceJoin an Active 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 Details Conference and Participant DetailsConference Image Conference Details section has these fields VGA CIF Svga Qcif XGA 4CIF Ntsc 16CIF Mode is None Conference FeaturesConference Features section has these fields Auto Bridge MCU Features MCU IVR Participants ListParticipants section has these fields 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 Endpoint views is Refresh Monitor ViewEndpoint List in the Monitor View Endpoint list in this view has these fields Endpoint Types on SIP Tandberg , iPower , and OtherActions in the Monitor View 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 View list Bundled Provisioning ViewEndpoint List in the Bundled Provisioning View Endpoint List in the Automatic Provisioning View Automatic Provisioning ViewActions in the Bundled Provisioning View RealPresence Group Series -Displays just Endpoint List in the Scheduled Provisioning View Scheduled Provisioning ViewActions in the Automatic Provisioning View Use the Scheduled Provisioning View to VSX Series Actions in the Scheduled Provisioning ViewTandberg C-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 Vtel Tandberg 150 MXPVcon Endpoint Configuration/Provisioning For more information, see Provisioning Best PracticesBundled Provisioning Automatic Provisioning How Bundled Provisioning Works How Automatic Provisioning Works Automatic Provisioning Profiles Csv file Field For the endpoint systems being provisioned Home Screen SettingsSettings CMA Desktop Settings Call SettingsAudio Settings Calendaring Settings VVX Settings URL How Scheduled Provisioning Works Scheduled ProvisioningProfile Order and Priority Scheduled Provisioning Profiles FX/EX 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 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 Cameras Cameras Camera SettingsDVD Cameras Video Quality 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 How Automatic Software Update Works Endpoint Software UpdatesAutomatic Software Updates 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 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 Selected LifeSize Scheduled Provisioning of LifeSize EndpointsProvisioned for Field Name Team Calls Field Name Team Video Settings Video ControlVideo Settings Video Quality Telepresence Network General Security PasswordsSecurity General Network NAT Network LifeSize Transit Field Name Team Network Reserved PortsNetwork Network Qos Communications General Communications H.323 Communications SIP Directory Auto Discovery Field Name Team System GeneralSystem Identification Directory Ldap Appearance Layout Diagnostics CamerasDiagnostics DVD-I Input Appearance Display Provisioning of LifeSize Passwords Reporting Endpoint and Peripheral Management Operations Endpoint Management Operations Field Description Identification View Device DetailsGo to Endpoint Monitor View URL, Transport Address, and Unknown Http URLAddresses Capabilities Call Info Sites Call Info Call Details Call Info Video Feed Add an Endpoint or Find an Endpoint on the NetworkGo to Endpoint Monitor View and click Add 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 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 Go to Endpoint Monitor View and click Search Devices Search for Endpoints in a Range of IP AddressesView Peripherals Click View Peripherals Display Applications Peripheral View OperationsDelete Peripheral Polycom CMA System Operations Guide 180 View the Provisioning Bundle List Endpoint Provisioning OperationsBundled Provisioning Operations Go to Endpoint Bundled Provisioning Go to Endpoint Bundled Provisioning Click Download Download a Provisioning BundleDelete a Provisioning Bundle Add an Automatic Provisioning Profile Automatic Provisioning OperationsView the Automatic Provisioning List and Details Go to Endpoint Automatic Provisioning Automatic Provisioning Profiles page, click Add Click Update Profile OrderEdit an Automatic Provisioning Profile Provisioning Profiles list Profiles list Clone an Automatic Provisioning ProfileDelete an Automatic Provisioning Profile Add a Scheduled Provisioning Profile Scheduled Provisioning OperationsView the Scheduled Provisioning List and Details Go to Endpoint Scheduled Provisioning Edit a Scheduled Provisioning Profile Clone a Scheduled Provisioning Profile Click Provision Delete a Scheduled Provisioning ProfileSchedule an Endpoint for Provisioning Click Schedule Scheduled Provisioning View reappears Clear the Status of Scheduled Provisioning Cancel a Scheduled ProvisioningCheck the Status of a Scheduled Provisioning Click Clear Status Click Cancel Provision View Automatic Software Update Information Endpoint Software Update OperationsAutomatic Software Update Operations 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 Select Product Activation Upload the Software Package and Create a Software UpdateClick Upload Software Update Select the tab for the endpoint type of interest 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 View and Implement Software Updates for Peripherals Delete the Trial Software Update Package Both the Production URL and the Trial View Software Updates for PeripheralsFrom the Production URL Click Configure Production Upload Peripheral Software Updates to the CMA Web ServerConfigure Peripheral Updates for Production Field Description Configure Platform Both the Production URL and the Trial URL Click Configure ApplicationConfigure Application Configure Peripheral Updates for Trial Click Configure Trial Scheduled Software Update Operations For scheduled software update, it includes these topics Implement Scheduled Software Updates for Endpoints View Scheduled Software Update InformationView List of Software Update Packages 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 Fields Description Cancel Software UpdatesClick Schedule Polycom, Inc 211 Polycom CMA System Operations Guide 212 Device Details Device Summary Information Standard. This device is monitored Device Status Information ISDNPRIT1 RMX , GW/MCU , Other , and TandbergIsdnquadbri Isdnbri 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 List in the Monitor View Network Device views is Refresh Network Device list has these fields Network Device Types on Available for only selected network device types VBP ViewAction Use this action to Available for all device types MCU View DMA 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 Field Description Alerts RMX MCUs only Card Alerts MGC 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 As needed, use the Filter to customize the MCU list Edit an MCU Bridge227. At a minimum, assign the MCU a System Name System Name field 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 Management Operations for Other Network Devices Polycom VBP Management Operations Go to Network Device VBPs and click Add Add a Polycom VBP DeviceCopy the CMA System Certificate to a Polycom VBP Device Click Restart Apache Delete a Polycom VBP Device Identify Endpoints Using the Polycom VBP DeviceEdit a Polycom VBP Device Edit a Polycom DMA System Polycom DMA Management OperationsAdd a Polycom DMA System Go to Network Device DMAs and click Add 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 Gateway Services MCU Resources-Polycom MGC Platform Refer to the RMX 2000/4000 Administrator’s Guide MCU Resources-Polycom RMX Platform Users Users and Groups OverviewOverview of Groups, Users, and User Roles 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 Operator Role, Responsibilities, and Menus CMA system offers three different default Scheduler rolesScheduler Roles, 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 Search for a User User Management OperationsManage Users Go to User Users View User InformationYou can view information about a user, local or enterprise Select the user you want Associated Roles Add a Local UserAssociated Permissions Groups Be a minimum of eight characters in length Edit a User View Permissions for a User Delete a User Unlock a User Account Add a Local Group CMA system, only users assigned the Administrator role canManage Groups Go to User Groups Groups page, click Add Local Group Import Enterprise Groups Column Description Group Members Local Users Only Delete a Group Manage User RolesEdit a Group Go to User Groups 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 Go to User User Roles Add a User RoleEdit Permissions for a User Role Click Save New user role appears in the CMA system View Associated Groups and Users dialog box appears Delete a User RoleView the Groups and Users Associated with a User Role Manage System Guest Book User Menu and Guest Book Go to User Guest Book and click Add Guest Context-Sensitive Guest Book ActionsAdd a Guest to the System Guest Book Actions Description Alias@IP , for example Go to User Guest Book and select the guest of interest Not available when Use Modified Dial Number isEdit a Guest in the System Guest Book Click Edit Guest Add a Favorites List Manage FavoritesDelete a Guest from the System Guest Book 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 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 Use the Gatekeeper Message Log page to Gatekeeper Message LogView and Export the Gatekeeper Message Log Go to Reports Gatekeeper Message Log Define Log Settings Field Description Registration Click Yes to confirm the action Clear Events from the LogPause and Restart Logging Gatekeeper Message Log is cleared Log Files Related to Scheduling Functionality Log File Related to Dial Plan FunctionalityLog File Related to External Database Functionality Log Files Related to Global Address Book Functionality Log Files Related to Gatekeeper Functionality Log Name DescriptionLog Files Related to Device Management Functionality Log Files Related to Web Services Functionality Log Files Related to Presence Functionality Change the System Log Level Click Change SettingsView and Export System Log Files Go to Reports System Logs You can view and download audit log files Download Windows Event Log FilesView and Download Audit Log Files Go to Reports Audit Log Files Click Backup and Delete Backup and Delete Audit Log FilesYou can backup and delete audit log files CMA System Report Report includes this information License Info CRL Polycom CMA System Operations Guide 306 System Administration Overview Polycom CMA System Dashboard Dashboard Buttons Endpoints multiple, configurable panesMCU Status multiple, configurable panes 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 MGC Field Description General SettingsCommon Settings RMX Video switching option RMX General Settings Video Switching ModeAuto layout option RMX Video Settings Telepresence mode is On RMX Video Settings Time Warning feature Presentation Mode , or Lecture View SwitchingMGC Settings Auto People+Content H.239Polycom Visual Concert PC . To show live PC content H264 Conference on Port is enabled, the Video Mode must be RMX General Settings RMX Profile Settings RMX General Settings Advanced Settings Field Description RMX General Settings Conference SettingsSupported MCU General Settings 264 SD 30v7 with MPM+ or MPMx At the end After last participant quits All At the end When last participant remains OnlyLPR RMX Video Quality People Video Definition RMX Video Quality Content Video Definition Video switching VSW option RMX GeneralTo On RMX Video Settings Motion option for Video quality Lecture View Switching option Common Settings Field Description RMX Video SettingsMGC as a Supported MCU General Settings Same layout option Manual RMX Audio SettingsPossible values include Continuous Presence Room continuous presence Field Description RMX Skins RMX Conference IVR Field Description RMX Recording Alert Tone feature Conference SettingsBy default, Conference Time Warning is enabled Polycom, Inc 335 Polycom CMA System Operations Guide 336 Conference Setup Operations View the Conference Templates List Edit a Conference Template Go to Admin Conference TemplatesAdd a Conference Template Disable Conference Time Warning Set Conference SettingsDisable Conference Auto-Launch Go to Admin Conference Settings Add Customized Text to E-mail Notifications Go to Admin Server Settings E-mailOverbooking Dial-in Participants 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 View the Rooms List  Go to Admin RoomsGo to Admin Rooms Add a Local Room Associated Endpoints Add an Enterprise RoomField Description Site Site in which the room is located Edit a Room Delete a Room How Areas Work Area Overview and OperationsAreas Overview Area Best Practices Summary View AreasField Description Areas list Members 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 Associate Area Go to Admin Areas and click Manage MembersAssociate Users with Areas Click Assign Areas Select the user of interest and click the right arrow Change Area Association for UsersDelete an Area Click Unassign Areas Polycom CMA System Operations Guide 354 Directory Operations Directory Management Overview Multiple Domains Directory Management Supported ConfigurationsMultiple Forests Viable options Directory Operations How Global Catalog Searches Work Understanding Base DN CMA System Service AccountAccounts Required for the CMA System 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 View the Global Address Book Directory Setup OperationsGo to Admin Directories 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 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 Change Address Book Priority Set the Default Address BookClick Update Priority Click Delete Confirmation message appears Click Yes Go to Admin Directories Address Books Click Set Default Copy an Address Book 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 Isdn Number Assignment Did Direct Inward Dial . Select this option whenGateway Extension Dialing . Select this option Assignment Method = did Direct Inward Dial Routing/Bandwidth Subnets Add/Edit Site Link Dialog Box Site LinksSite-to-Site Exclusions Field Description Territory Info TerritoriesAdd/Edit Territory Dialog Box Associated Sites Add/Edit Network Cloud Dialog Box Polycom CMA System Gatekeeper FunctionalityNetwork Clouds Field Description Cloud Info Redundant Gatekeeper Default, Redundant, Alternate, and Neighboring GatekeepersDefault Gatekeeper Neighboring Gatekeeper Device RegistrationAlternate Gatekeeper Allow Registration of Predefined Endpoints Only Routed Mode Routing ModeDirect 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 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  Go to Admin Server Settings Licenses View Current Polycom CMA System Licensing Request a Software Activation Key Code Go to Admin Server Settings LicensesAdd Polycom CMA System Licenses Enter the Polycom CMA System Activation Key Add or Remove a Polycom CMA System Custom Logo Go to Admin Server Settings Custom LogosReclaim Polycom CMA Desktop Licenses 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 To enable Snmp messaging you must perform the two tasks Enable Snmp MessagingEdit the Snmp Settings for a Polycom CMA System Go to Admin Snmp Settings ContextEngineID for SNMPv3 TCP Click Save Snmp SettingsAdd an Snmp Notification Receiver UDP MD5 SHA Configure these thresholds Configure Alert ThresholdsGo to Admin Alert Settings CMA Alert Threshold Settings Threshold Description Download Polycom CMA System MIB Package Identified in the Average CPU usage alert 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 Integrate a Polycom CMA System to an External Database Copy the CMA System Database Backup FilesError and Usage Report Settings are optional 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 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 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 Gatekeeper Management Edit the Primary Gatekeeper SettingsGo to Admin Gatekeeper Settings Primary Gatekeeper Primary Gatekeeper Management Operations Gatekeeper Message Log Endpoint Monitor ViewLogs, select System Management Reports Configure Prefixed Based Registration Alternate Gatekeeper Management Operations Go to Admin Gatekeeper Settings Alternate GatekeeperAlternate Gatekeeper Settings include these fields Add an Alternate Gatekeeper Remove the Alternate Gatekeeper Edit the Alternate Gatekeeper SettingsNeighboring Gatekeeper Management Operations View Neighboring Gatekeepers Edit a Neighboring Gatekeeper Go to Admin Gatekeeper Settings Neighboring GatekeeperAdd 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 View Certificates and Certificate Details Go to Admin Management and Security Certificate ManagementCertificate Operations Polycom, Inc 449 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 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 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 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 Graphical Site Topology  Go to Admin Dial Plan and Sites Site Topology Go to Admin Dial Plan and Sites Sites View the Sites List Add a Site Firewall Settings Field For the endpoint systems at the site being provisioned Manual. Then specify a NAT Public WAN Address H323 SettingsSIP Settings 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 Add a Site Link Go to Admin Dial Plan and Sites Site-LinksView the Site Links List Edit a Site Link View the Site-to-Site Exclusion List Site-to-Site ExclusionsDelete a Site Link Site-Linkslist, select the link of interest and click Edit Delete a Site-to-Site Exclusion Add a Site-to-Site ExclusionEdit a Site-to-Site Exclusion Go to Dial Plan and Sites Site-to-Site Exclusions View the Territory List Go to Admin Dial Plan and Sites TerritoriesTerritories Add a Territory Delete a Territory Go to Admin Dial Plan and Sites Network CloudsNetwork Clouds View the List of Network Clouds Results column Edit a Network CloudDelete a Network Cloud Click Linked Sites 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 Services operations include Field Name Description  Go to Admin Dial Plan Services. The Services list appears View the Services ListAdd a Service Go to Admin Dial Plan Services Click OK New service is added to the system Edit a ServiceDelete a Service You can make changes to a service Dial Rule Operations Local Directory ServicesLocal Directory Services or Prefix Range Routing Action Dial String Manipulation When the action is Route to a gateway service , this Directory Services , Prefix , and Prefix RangeGateway Services Name or IP Address Parts of a Dial Rule Default Dial RulesSearch the List of Devices and List of Services Pattern Types Routing Pattern Description Action Type Examples of Custom Dial RulesRouting Actions LCR View the Dial Rules List Add a Dial Rule Enable or Disable Dialing RulesYou can enable or disable dial rules Click OK New dial rule is added to the system Edit a Dial Rule Go to Admin Dial Plan Dial RulesLeast-Cost Routing Operations Example of Least-Cost Routing Country Code Area Code Prefix Weighted CostHow Least-Cost Routing Works LCR Tables for Three Sites Area Code Prefix Weighted Cost Call Scenario One Call Scenario Two Determining Country Codes Determining the Weighted CostDetermining Area Codes Add a Least Cost Routing Table Go to Admin Dial Plan LCR TablesView the Least Cost Routing Tables List Edit a Least Cost Routing Table Implementation in the CMA System Numbering SchemeDelete a Least Cost Routing Table Alias Assignment Based on Device Type Specify Number Range No Suffix Numbering Scheme Default SettingsNumbering Scheme Explained A No Suffix 506 Based on Devicey Type, available only if shown No PrefixNumber specify Phone Number Generating E.164 Aliases Setting-up an E.164 Alias in a User Dial String ReservationGo to Admin Dial Plan and Sites E.164 Numbering Scheme Highlight a specific user Click on Dial String Reservations Setting-up an E.164 Alias in a Room Dial String ReservationClick on Edit. The Edit User dialog will display Click on Add. The Add User dialog will display 510 Remote Alert Setup Operations Set Up Remote Alerts Set Up CMA System-generated E-mail Account Enable CMA System Remote Alerts 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% 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 Clear Enable Profile Disable a Remote Alert ProfileGo to Admin Alert Settings Remote Alert Profiles Edit a Remote Alert Profile Disable CMA System Remote Alerts Administrator Responsibilities System Management MaintenanceManagement and Maintenance Overview 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 Click Restore from Backup Archive Restore from a Backup ArchiveGo to Admin Backup System Settings System Troubleshooting Troubleshooting Utilities Dashboard 530 Problem Description Solutions Troubleshooting Specific Types of IssuesRegistration Problems and Solutions Gatekeeper Settings Primary Plan and Sites Sites and make sure Admin Gatekeeper Settings Primary GatekeeperCMA Assignment pane Point-to-Point Calling Problems and Solutions Admin Dial Plan and Sites MCU and Gateway Dialing Problems and SolutionsSites Services page. Verify that Services Gatekeeper Cause Codes Conference On Demand Problems and SolutionsPlan and Sites Services Cause Code Description 536 Port Description System Security and Port UsageOpen Inbound Ports on the Polycom CMA System TCP/UDP Outbound Ports Used by the Polycom CMA System System Security and Port Usage Polycom CMA System Operations Guide 540