Endpoint Software Update Operations | Polycom 3725-77601-001H

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Endpoint Software Update

Operations

This chapter describeshow to use Polycom® Converged Management Application™ (CMA®) system to update the software on Polycom endpoints when a new software package is available. It includes these sections:

•Automatic Software Update Operations

•Scheduled Software Update Operations

Automatic Software Update Operations

For automatic software update, it includes these topics:

•View Automatic Software Update Information

•View Automatic Software Update Packages

•Set Maintenance Window for Automatic Software Updates

•Implement Automatic Software Updates for Endpoints

•View and Implement Software Updates for Peripherals

View Automatic Software Update Information

To view information for endpoints that are eligible for automatic software updates

1Go to Endpoint > Automatic Software Update. The Automatic Software Update page appears.

2As needed, use the Filter to customize the endpoint list. Filter choices include Type, Name, IP Address, ISDN Video Number, Alias, and Site.

3Select the endpoint of interest.

Polycom, Inc.

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Polycom 3725-77601-001H manual Endpoint Software Update Operations, Automatic Software Update Operations

Contents

Polycom CMA System Operations Guide Trademark Information Contents Conference Scheduling Operations Polycom CMA System Conference Scheduling OverviewAdd/Schedule a Conference Add/Schedule a New Conference Endpoint Management Overview Advanced Scheduling OperationsConference and Participant Management Operations Conference and Participant Details Polycom CMA System Operations Guide Endpoint and Peripheral Management Operations Provisioning of LifeSize Passwords ReportingEndpoint Provisioning 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 Users and Groups Overview MCU Bridge Device Details 245User Management Operations System Reports 281 System Administration Overview 307Polycom CMA System Dashboard 307 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 Gatekeeper Management 439 Polycom CMA System RedundancyManagement & Security Operations 445 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 Automatic Softupdate Set Up Automatic ProvisioningSet Up Conference Templates 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 Reporting in Maximum Security Mode Group Management in Maximum Security ModeOperator, and Auditor Auditor Backup and Delete audit log filesDownload the System Log Files About Machine Accounts Device Administration in Maximum Security Mode Evergreenroommachine System Administration in Maximum Security Mode Conference Templates Admin Menu Server Settings Software UpdatesProvisioning Profiles On the Enterprise Directory Management and Security Session Management Field Description Account Lockout Field Description Password ManagementAccount Inactivity Field Description Password Complexity Backup System SettingsDial Plan and Sites 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 There is no change in the CMA Licenses function Service Manages the system’s CommentMssqlserver 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 Scheduling Participants and Endpoints General Scheduling InformationBridge Selection and Cascading 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 Create a Cascaded Conference Across Multiple Bridges Select a Bridge for a ConferenceClick Manual Cascade Add Link dialog box, select the Link Type Manage an Active Conference Conference and Participant Management OperationsGo to Conference Ongoing 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 Join an Active Conference View the Video of a Participant in an Active ConferenceClick Join 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 Participants section has these fields Participants ListIVR 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 List in the Monitor View Monitor ViewEndpoint views is Refresh 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 Endpoint List in the Bundled Provisioning View Bundled Provisioning ViewView list 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 Vcon Tandberg 150 MXPVtel Endpoint Configuration/Provisioning Bundled Provisioning Provisioning Best PracticesFor more information, see How Bundled Provisioning Works Automatic Provisioning How Automatic Provisioning Works Csv file Automatic Provisioning Profiles Settings Home Screen SettingsField For the endpoint systems being provisioned Calendaring Settings Call SettingsAudio Settings CMA Desktop Settings URL VVX Settings Profile Order and Priority Scheduled ProvisioningHow Scheduled Provisioning Works FX/EX Scheduled Provisioning Profiles ViewStation QDX Series General Settings Home Screen Settings Home Screen Settings ViewStation QDX Series General Settings Security AM/PM General Settings Date and TimeGMT 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 Obtain IP Address Automatically Select if LAN Properties LAN PropertiesEnter IP Address Manually Select if the IP Global Services Directory Servers To Auto on the Place a Call screen Global Services Dialing RulesLAN/H.323 Global Directory GDS Preferred Alias Global Services My Information Global Services Account ValidationVideo Network IP Network Gateway Setup 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 Models? Provisioned for supported TandbergField 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 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 Go to Endpoint Monitor View View Device DetailsField Description Identification Addresses Http URLURL, Transport Address, and Unknown 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 Clear an Endpoint Help Request View an Endpoint’s Video FeedTandberg Send a Message to an Endpoint Reboot an EndpointAssociate a User with an Endpoint Click View Peripherals Search for Endpoints in a Range of IP AddressesView Peripherals Go to Endpoint Monitor View and click Search Devices Delete Peripheral Peripheral View OperationsDisplay Applications Polycom CMA System Operations Guide 180 Go to Endpoint Bundled Provisioning Endpoint Provisioning OperationsBundled Provisioning Operations View the Provisioning Bundle List Delete a Provisioning Bundle Download a Provisioning BundleGo to Endpoint Bundled Provisioning Click Download 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 Delete an Automatic Provisioning Profile Clone an Automatic Provisioning ProfileProfiles list 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 Set up testing. Complete these tasks Trial a Software Update PackageCreate a Local Trial Group Promote the Trial Software Update Package to Production Delete the Trial Software Update Package View and Implement Software Updates for Peripherals From the Production URL View Software Updates for PeripheralsBoth the Production URL and the Trial Field Description Configure Platform Upload Peripheral Software Updates to the CMA Web ServerConfigure Peripheral Updates for Production Click Configure Production Configure Application Click Configure ApplicationBoth the Production URL and the Trial URL Click Configure Trial Configure Peripheral Updates for Trial For scheduled software update, it includes these topics Scheduled Software Update Operations View List of Software Update Packages View Scheduled Software Update InformationImplement Scheduled Software Updates for Endpoints 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 Click Schedule Cancel Software UpdatesFields Description 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 Provisioning Details Device Alerts InformationStatus will be either Success or Failed Software Update Details With the device Network Device Types Network Device Management OverviewNetwork Device Menu, Views, and Lists Network Device views is Refresh Network Device List in the Monitor View Network Device Types on Network Device list has these fields Action Use this action to Available for all device types VBP ViewAvailable for only selected network device types DMA View MCU View Polycom CMA System Operations Guide 226 View Device Details MCU Bridge Management OperationsGo to Network Device MCUs Device Details dialog box for the selected MCU appears Field Description Addresses MCU Resources Field Description MCU Network ServicesRMX MCU Card Alerts MGC MCUs only Field Description Alerts RMX MCUs only Add an MCU Manually This topic describes how to add an MCU to a CMA systemGo to Network Device MCUs and click Add 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 View Bridge Hardware Delete an MCU BridgeFor a Polycom MGC MCU View Bridge Conferences View Bridge ServicesView Bridge Ports View Bridge Entry Queues View Bridge Meeting RoomsView Bridge Gateway Conferences 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 Edit a Polycom VBP Device Identify Endpoints Using the Polycom VBP DeviceDelete 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 View Registered DMA Nodes Delete a Polycom DMA SystemGo to Network Device DMAs Click View DMA Nodes Polycom CMA System Operations Guide 244 Field Description MCU H.32O Service MCU H.320 ServicesMCU Bridge Device Details 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 Manage Users User Management OperationsSearch for a User 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 View the List of User Roles Assign Users Roles and Endpoints Go to User 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 the Groups and Users Associated with a User Role Delete a User RoleView Associated Groups and Users dialog box appears 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 Modify the CDR Retention Period Call Detail Record Report AdministrationSchedule Weekly Archives of the CDR Report Endpoint Usage Report Configure these settingsSSL/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 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 Device Management Functionality Log Name DescriptionLog Files Related to Gatekeeper 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 You can backup and delete audit log files Backup and Delete Audit Log FilesClick Backup and Delete 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 MGC Settings Presentation Mode , or Lecture View SwitchingTime Warning feature 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 By default, Conference Time Warning is enabled Conference SettingsAlert Tone feature Polycom, Inc 335 Polycom CMA System Operations Guide 336 View the Conference Templates List Conference Setup Operations Add a Conference Template Go to Admin Conference TemplatesEdit a Conference Template Go to Admin Conference Settings Set Conference SettingsDisable Conference Auto-Launch Disable Conference Time Warning Overbooking Dial-in Participants Go to Admin Server Settings E-mailAdd Customized Text to E-mail Notifications 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 Field Description Site Site in which the room is located Add an Enterprise RoomAssociated Endpoints Delete a Room Edit a Room Areas Overview Area Overview and OperationsHow Areas Work Area Best Practices Members View AreasField Description Areas list Summary Enable, Configure, and Customize Areas Create Area Administrator RoleClick Save Configuration Assign Devices to Areas Add AreasGo to Endpoint Monitor View or Network Device Monitor View 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 Go to Admin Directories Global Address Book Directory Setup OperationsView the 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 View the Address Book List and Details Go to Admin Directories Address BooksAdd an Address Book Field Description Address Book Information Complete the fields in the Add an Address Book dialog boxAddress Book Tiers Edit an Address Book Field Description Address Book Tiers Assign Address Books to Groups Delete an Address Book Viewing the Address Book a User is Assigned ToSelect the address book you want to delete 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 Server Settings Polycom CMA System Setup OverviewSelection 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 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 Site-to-Site Exclusions Site LinksAdd/Edit Site Link Dialog Box 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 Default Gatekeeper Default, Redundant, Alternate, and Neighboring GatekeepersRedundant Gatekeeper Alternate Gatekeeper Device RegistrationNeighboring 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 Edit the Polycom CMA System Network Settings Server Setting OperationsGo to Admin Server Settings Network Configure these settings on the Network page, as necessary Edit the Polycom CMA System Time SettingsGo 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 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 Reclaim Polycom CMA Desktop Licenses Go to Admin Server Settings Custom LogosAdd or Remove a Polycom CMA System Custom Logo 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 CMA MIBs dialog box, select the MIB of interest Go to Admin Snmp Settings Click Download CMA MIBsName Description Change the Snmp Communication Port Overview of the Polycom CMA System Database Database OperationsDatabase Description Internal Databases Simple Recovery Model should be enabled for SQL backup modeExternal Databases Database Restoration Database OperationsFrom 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 Polycom CMA 5000 System Redundancy Overview Polycom CMA System RedundancyHow Redundancy Works 432 Redundant Configuration System Administration Go to Admin Server Settings Database Go to Admin Server Settings Redundant ConfigurationImplement a Redundant Polycom CMA 5000 System 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 Logs, select System Management Reports Endpoint Monitor ViewGatekeeper Message Log 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 Certificate Operations Go to Admin Management and Security Certificate ManagementView Certificates and Certificate Details 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 Change the Message for Enterprise Users without a Role Give Enterprise Users Default Scheduler RoleControl Remote Desktop Connections to the CMA System 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 Change Password Select the database user whose password you want to changeClick Apply Password Changes Site Operations Dial Plan Setup OperationsSite operations include 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 SIP Settings H323 SettingsManual. Then specify a NAT Public WAN Address 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 These services can be edited and disabled, but not deleted Dial Plan Service OperationsConference on Demand Simplified Dialing Default Conference PropertiesField Description Conference on Demand-MCU Properties 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 Least-Cost Routing Operations Go to Admin Dial Plan Dial RulesEdit a Dial Rule 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 Area Codes Determining the Weighted CostDetermining Country 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 Go to Admin Alert Settings CMA Alert Level Settings Set CMA System Remote Alert Level SettingsAlert Type Alert indicates 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 Management and Maintenance Overview System Management MaintenanceAdministrator Responsibilities 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 Go to Admin Backup System Settings Restore from a Backup ArchiveClick Restore from Backup Archive 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