Delete the Trial Software Update Package | Polycom 3725-77601-001H

Polycom CMA System Operations Guide

2Select the tab for product to update.

3Select the software update package of interest and click Promote to Production.

4Click Yes to confirm the promotion.

The package becomes a production automatic software update package.

Delete the Trial Software Update Package

If you determine that the trial software update package is unacceptable for production, you can delete it.

To delete a trial software update package

1Go to Admin > Software Updates > Automatic Software Updates.

2 Select the tab for product to update.

3Select the software update package of interest and click Delete Software Update.

4Click Yes to confirm the deletion.

The package is removed from the Automatic Software Updates list.

5To return your trial group to the last production version of software, clear the Allow this version or newer option and click Update.

6When all endpoints are back to the last production version of software, reset your automatic software update policy. See “Set an Automatic Software Update Policy” on page 197.

View and Implement Software Updates for Peripherals

For peripherals that permit software updates from the CMA system, you can download the updates from http://support.polycom.com and make them available from the CMA system web server. You also configure which updates are for trial or production use. The following topics describe software updates for peripherals:

•View Software Updates for Peripherals

•Upload Peripheral Software Updates to the CMA Web Server

•Configure Peripheral Updates for Production

•Configure Peripheral Updates for Trial

Note

When doing peripheral upgrades on redundant systems running Microsoft SQL Server 2005 or 2008 R1, you may receive an SQL server exception. To resolve this exception, upload the peripheral upgrade package to the secondary server as well.

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Polycom 3725-77601-001H View and Implement Software Updates for Peripherals, Delete the Trial Software Update Package

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 Advanced Scheduling Operations Conference and Participant Management OperationsConference and Participant Details Endpoint Management Overview Polycom CMA System Operations Guide Endpoint and Peripheral Management Operations Provisioning of LifeSize Passwords ReportingEndpoint Provisioning Operations Endpoint Software Update Operations Device Details Provisioning Details Software Update Details Network Device Management OverviewMCU Bridge Management Operations 227 Management Operations for Other Network Devices 239 Users and Groups Overview MCU Bridge Device Details 245User Management Operations System Reports 281 System Administration Overview 307Polycom CMA System Dashboard 307 Conference Setup Overview 321 Conference Setup Operations 337Conference Templates 321 Conference Settings 334 Room Overview and Operations 343 Directory Setup Operations View the Global Address Book Set or Change the GAB PasswordDirectory Operations Multiple Address Books Polycom CMA System Setup Overview Server Setting Operations Polycom CMA System Snmp Database Operations Gatekeeper Management 439 Polycom CMA System RedundancyManagement & Security Operations 445 Dial Plan Setup Operations 463 Xviii Remote Alert Setup Operations System Management and Maintenance 521System Backup and Recovery Operations System Troubleshooting System Security and Port Usage Polycom CMA System Features and Capabilities Polycom CMA System Overview Polycom CMA System Models Minimum System Requirements Working in the Polycom CMA System Log Into the Polycom CMA System Field Input Requirements Filter and Search a List Change a Password Sn Givenname Mail Enter a New Password Confirm the new password and click OKLog Out of the Polycom CMA System Restart or Shut Down a Polycom CMA System Emergency Shutdown of a Polycom CMA System Polycom CMA System Operations Guide Polycom CMA System Configuration Add DNS SRV Record for Polycom CMA System Services Configure the Connection to the External Database Configure the Connection to an External Enterprise Directory Configure Redundancy Set Up Video Call Routing Set Up Automatic Softupdate Set Up Automatic ProvisioningSet Up Conference Templates Set Up Directory Services Set Up a Certificate for the Polycom CMA System Distribute Polycom Applications Distribute Polycom CMA Desktop for Windows Systems Distribute Polycom CMA Desktop for MAC OS Systems Polycom CMA System Operations Guide Maximum Security Mode Overview Operating in Maximum Security Environments Conference Scheduling in Maximum Security Mode Snmp Endpoint Management in Maximum Security Mode Network Device Management in Maximum Security Mode Field User Management in Maximum Security Mode Polycom RMX Systems in Secure ModeAdministrator Scheduler 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 Device Administration in Maximum Security Mode About Machine Accounts System Administration in Maximum Security Mode Evergreenroommachine Admin Menu Conference Templates Server Settings Software UpdatesProvisioning Profiles Management and Security On the Enterprise Directory 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 Troubleshooting in Maximum Security Mode Troubleshooting UtilitiesThere is no change in the Database Backup function There is no change in the Windows Event Logs function There is no change in the CMA Licenses function Service Manages the system’s CommentMssqlserver Report Administration Polycom CMA System Operations Guide Polycom CMA System Conference Scheduling Overview Conference Menu Overview General Scheduling Information Conference Menu Overview Conference Menu and Views Conference views have these sections Section DescriptionRefresh Add Conference Views-Future and Ongoing Conference States Conferences may be in the following states Context-Sensitive Conference Actions Action Description Available for future conferences onlyAvailable for future and past conferences Available for future, past, and active 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 Conference Scheduling Operations Add/Schedule a ConferenceAdd/Schedule a New Conference These options are discussed in the following topics Participants and Rooms list Configure these fields in the Add Guest dialog box Click Add Guest 1001@11.12.13.14 If the guest has a SIP IP endpoint, configure these settings Not available when Use Modified Dial Number Participants and Rooms list Copy an Existing Conference Edit a Conference Go to Conference Future Edit a Participant’s Settings If the guest has a SIP IP endpoint, configure these settings View Scheduling Information for a Conference Edit Conference Settings on Click Back to List to return to the conference list Edit Conference Settings Advanced Scheduling Operations Setting Description Chairperson feature When Enable Chairperson is selected Dial-In+Dial-Out Setting Description People +Content H.329. This enables the industry People and Content VO. This Polycom proprietary Application Sharing. Allows two or more 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 Use these conference actions as needed Isdn Use these participant actions as needed Add Additional Participants to an Active Conference New Conference Participants list Add a Room to an Active Conference Participants listFrom the Conference Actions list, click Add Room Click Close Join an Active Conference View the Video of a Participant in an Active ConferenceClick Join Conference Add/Save a Participant to a Favorites List From the Conference Actions list, click Add Favorites Manage a Participant’s Endpoint During a Conference View a Participant’s Details During a Conference GDS PVX , MGC , RMX , GW/MCU , Other , and Tandberg Terminate an Active Conference Delete a Conference Polycom CMA System Operations Guide Conference and Participant Details Conference ImageConference Details Conference Details section has these fields VGA CIF Svga Qcif XGA 4CIF Ntsc 16CIF Conference Features Conference Features section has these fieldsMode is None Auto Bridge MCU Features MCU Participants section has these fields Participants ListIVR 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 List in the Monitor View Monitor ViewEndpoint views is Refresh Endpoint list in this view has these fields Endpoint Types on Tandberg , iPower , and Other Actions in the Monitor ViewSIP 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 Endpoint List in the Bundled Provisioning View Bundled Provisioning ViewView list Automatic Provisioning View Actions in the Bundled Provisioning ViewEndpoint List in the Automatic Provisioning View RealPresence Group Series -Displays just Scheduled Provisioning View Actions in the Automatic Provisioning ViewEndpoint List in the Scheduled Provisioning View Use the Scheduled Provisioning View to Actions in the Scheduled Provisioning View Tandberg C-SeriesVSX 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 Vcon Tandberg 150 MXPVtel Endpoint Configuration/Provisioning Bundled Provisioning Provisioning Best PracticesFor more information, see Automatic Provisioning How Bundled Provisioning Works How Automatic Provisioning Works Automatic Provisioning Profiles Csv file Settings Home Screen SettingsField For the endpoint systems being provisioned Call Settings Audio SettingsCMA Desktop Settings Calendaring Settings VVX Settings URL Profile Order and Priority Scheduled ProvisioningHow Scheduled Provisioning Works Scheduled Provisioning Profiles FX/EX ViewStation QDX Series General Settings Home Screen Settings Home Screen Settings ViewStation QDX Series General Settings Security AM/PM General Settings Date and TimeGMT Video Network IP Network Call Preferences Video Network IP Network Gatekeeper Video Network IP Network Quality of Service Settings Video Network IP Network Gateway Number Video Network IP Network Firewall Settings NAT NAT Public WAN Address Video Network Isdn BRI Protocol FX/EX Applies to Monitor 3 Options Cameras Camera Settings DVDCameras Cameras Cameras Video Quality 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 Endpoint Software Updates Automatic Software UpdatesHow Automatic Software Update Works Automatic Software Update Profiles Automatic Software Update Versions Scheduled Software Updates Peripheral Software Updates Endpoint Passwords Considerations for Third-Party Endpoints Enable Tandberg Endpoints Global Address Book Access Enabling Management of LifeSize Endpoints Monitoring Scheduled Provisioning of Selected Tandberg Endpoints 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 Scheduled Provisioning of LifeSize Endpoints Provisioned forSelected LifeSize Field Name Team Calls Video Settings Video Control Video Settings Video QualityField Name Team Telepresence Security Passwords Security GeneralNetwork General Network NAT Field Name Team Network Reserved Ports Network Network QosNetwork LifeSize Transit Communications General Communications H.323 Communications SIP Field Name Team System General System IdentificationDirectory Auto Discovery Directory Ldap Diagnostics Cameras Diagnostics DVD-I InputAppearance Layout Appearance Display Provisioning of LifeSize Passwords Reporting Endpoint and Peripheral Management Operations Endpoint Management Operations Go to Endpoint Monitor View View Device DetailsField Description Identification Addresses Http URLURL, Transport Address, and Unknown Capabilities Call Info Sites Call Info Call Details Add an Endpoint or Find an Endpoint on the Network Go to Endpoint Monitor View and click AddCall Info Video Feed System Alerts Enter the IP Address of the endpoint Click Find Device Site based upon IP address URL , Transport Address , and Unknown Edit an Endpoint Delete an Endpoint 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 Search for Endpoints in a Range of IP Addresses View PeripheralsGo to Endpoint Monitor View and click Search Devices Click View Peripherals Delete Peripheral Peripheral View OperationsDisplay Applications Polycom CMA System Operations Guide 180 Endpoint Provisioning Operations Bundled Provisioning OperationsView the Provisioning Bundle List Go to Endpoint Bundled Provisioning Delete a Provisioning Bundle Download a Provisioning BundleGo to Endpoint Bundled Provisioning Click Download Automatic Provisioning Operations View the Automatic Provisioning List and DetailsAdd an Automatic Provisioning Profile Go to Endpoint Automatic Provisioning Click Update Profile Order Edit an Automatic Provisioning ProfileAutomatic Provisioning Profiles page, click Add Provisioning Profiles list Delete an Automatic Provisioning Profile Clone an Automatic Provisioning ProfileProfiles list Scheduled Provisioning Operations View the Scheduled Provisioning List and DetailsAdd a Scheduled Provisioning Profile Go to Endpoint Scheduled Provisioning Edit a Scheduled Provisioning Profile Clone a Scheduled Provisioning Profile Delete a Scheduled Provisioning Profile Schedule an Endpoint for ProvisioningClick Provision Click Schedule Scheduled Provisioning View reappears Cancel a Scheduled Provisioning Check the Status of a Scheduled ProvisioningClear the Status of Scheduled Provisioning Click Clear Status Click Cancel Provision Endpoint Software Update Operations Automatic Software Update OperationsView Automatic Software Update Information For automatic software update, it includes these topics View Automatic Software Update Packages Go to Admin Software Updates Automatic Software Updates Set Maintenance Window for Automatic Software Updates Implement Automatic Software Updates for Endpoints List the Serial Numbers for the Endpoints to be Updated Automatic Software Updates list reappears Request Update Activation Keys Download the Required Software Package Upload the Software Package and Create a Software Update Click Upload Software UpdateSelect Product Activation Select the tab for the endpoint type of interest 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 View and Implement Software Updates for Peripherals Delete the Trial Software Update Package From the Production URL View Software Updates for PeripheralsBoth the Production URL and the Trial Upload Peripheral Software Updates to the CMA Web Server Configure Peripheral Updates for ProductionClick Configure Production Field Description Configure Platform Configure Application Click Configure ApplicationBoth the Production URL and the Trial URL Configure Peripheral Updates for Trial Click Configure Trial Scheduled Software Update Operations For scheduled software update, it includes these topics View List of Software Update Packages View Scheduled Software Update InformationImplement Scheduled Software Updates for Endpoints Scheduled Software Updates list reappears Return to the endpoint serial number list and click Close For Polycom products » Close the Product Activation screens Schedule the Software Update for Endpoints Click Schedule Cancel Software UpdatesFields Description Polycom, Inc 211 Polycom CMA System Operations Guide 212 Device Details Device Summary Information Standard. This device is monitored Device Status Information RMX , GW/MCU , Other , and Tandberg IsdnquadbriISDNPRIT1 Isdnbri 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 List in the Monitor View Network Device views is Refresh Network Device list has these fields Network Device Types on Action Use this action to Available for all device types VBP ViewAvailable for only selected network device types MCU View DMA 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 Field Description Alerts RMX MCUs only Card Alerts MGC 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 Edit an MCU Bridge 227. At a minimum, assign the MCU a System NameAs needed, use the Filter to customize the MCU list System Name field 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 Management Operations for Other Network Devices Polycom VBP Management Operations Add a Polycom VBP Device Copy the CMA System Certificate to a Polycom VBP DeviceGo to Network Device VBPs and click Add Click Restart Apache Edit a Polycom VBP Device Identify Endpoints Using the Polycom VBP DeviceDelete a Polycom VBP Device Polycom DMA Management Operations Add a Polycom DMA SystemEdit a Polycom DMA System Go to Network Device DMAs and click Add 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 Gateway Services MCU Resources-Polycom MGC Platform Refer to the RMX 2000/4000 Administrator’s Guide MCU Resources-Polycom RMX Platform Users and Groups Overview Overview of Groups, Users, and User RolesUsers Local Users Groups Enterprise Users Local Groups Enterprise Groups Roles and Permissions Default CMA System Roles and Permissions Role Permissions Comment User Name Remote Server Software Version Font Size CMA system offers three different default Scheduler roles Scheduler Roles, Responsibilities, and MenusOperator Role, Responsibilities, and Menus Role Responsibilities Device Administrator Role, Responsibilities, and Menus Auditor Role, Responsibilities, and Menus Administrator Role, Responsibilities, and Menus Customized Roles and Responsibilities Device Associations and Presence Polycom CMA System Operations Guide 260 Manage Users User Management OperationsSearch for a User View User Information You can view information about a user, local or enterpriseGo to User Users Select the user you want Add a Local User Associated PermissionsAssociated Roles Groups Be a minimum of eight characters in length Edit a User View Permissions for a User Delete a User Unlock a User Account CMA system, only users assigned the Administrator role can Manage GroupsAdd a Local Group Go to User Groups Groups page, click Add Local Group Import Enterprise Groups Column Description Group Members Local Users Only Manage User Roles Edit a GroupDelete a Group Go to User Groups 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 Add a User Role Edit Permissions for a User RoleGo to User User Roles Click Save New user role appears in the CMA system View the Groups and Users Associated with a User Role Delete a User RoleView Associated Groups and Users dialog box appears Manage System Guest Book User Menu and Guest Book Context-Sensitive Guest Book Actions Add a Guest to the System Guest BookGo to User Guest Book and click Add Guest Actions Description Alias@IP , for example Not available when Use Modified Dial Number is Edit a Guest in the System Guest BookGo to User Guest Book and select the guest of interest Click Edit Guest Manage Favorites Delete a Guest from the System Guest BookAdd a Favorites List Click Delete Guest Edit a Favorites List Delete a Favorites List System Reports Site Statistics Report Go to Reports Site Statistics Site Link Statistics Report Go to Reports Site Link Statistics Call Detail Records Report Go to Reports H.323 Call Detail Records 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 Gatekeeper Message Log View and Export the Gatekeeper Message LogUse the Gatekeeper Message Log page to Go to Reports Gatekeeper Message Log Define Log Settings Field Description Registration Clear Events from the Log Pause and Restart LoggingClick Yes to confirm the action Gatekeeper Message Log is cleared Log File Related to Dial Plan Functionality Log File Related to External Database FunctionalityLog Files Related to Scheduling Functionality Log Files Related to Global Address Book Functionality Log Files Related to Device Management Functionality Log Name DescriptionLog Files Related to Gatekeeper Functionality Log Files Related to Web Services Functionality Log Files Related to Presence Functionality Click Change Settings View and Export System Log FilesChange the System Log Level Go to Reports System Logs Download Windows Event Log Files View and Download Audit Log FilesYou can view and download audit log files Go to Reports Audit Log Files You can backup and delete audit log files Backup and Delete Audit Log FilesClick Backup and Delete CMA System Report Report includes this information License Info CRL Polycom CMA System Operations Guide 306 System Administration Overview Polycom CMA System Dashboard Endpoints multiple, configurable panes MCU Status multiple, configurable panesDashboard Buttons Dashboard Panes Cmad Need Virtual IP or Secondary Is Down CPU Polycom, Inc 311 Gatekeepers Pre-call Status Today’s Adhoc Conferences Conference Status Failed AD Login Attempts pane displays System Administration Menu Selection Use this selection to Including the enterprise directory, address books, or Global Administration Periods, etc Polycom CMA System Operations Guide 320 Conference Setup Overview Conference Templates Field Description General Settings Common SettingsMGC RMX Video Switching Mode Auto layout option RMX Video SettingsVideo switching option RMX General Settings Telepresence mode is On RMX Video Settings MGC Settings Presentation Mode , or Lecture View SwitchingTime Warning feature People+Content H.239 Polycom Visual Concert PC . To show live PC contentAuto H264 Conference on Port is enabled, the Video Mode must be RMX General Settings RMX Profile Settings Field Description RMX General Settings Conference Settings Supported MCU General SettingsRMX General Settings Advanced Settings 264 SD 30v7 with MPM+ or MPMx At the end When last participant remains Only LPRAt the end After last participant quits All RMX Video Quality People Video Definition Video switching VSW option RMX General To On RMX Video SettingsRMX Video Quality Content Video Definition Motion option for Video quality Field Description RMX Video Settings MGC as a Supported MCU General SettingsLecture View Switching option Common Settings Same layout option RMX Audio Settings Possible values includeManual Continuous Presence Room continuous presence Field Description RMX Skins RMX Conference IVR Field Description RMX Recording By default, Conference Time Warning is enabled Conference SettingsAlert Tone feature Polycom, Inc 335 Polycom CMA System Operations Guide 336 Conference Setup Operations View the Conference Templates List Add a Conference Template Go to Admin Conference TemplatesEdit a Conference Template Set Conference Settings Disable Conference Auto-LaunchDisable Conference Time Warning Go to Admin Conference Settings Overbooking Dial-in Participants Go to Admin Server Settings E-mailAdd Customized Text to E-mail Notifications Edit Customized Text in E-mail Notifications Delete Customized Text in E-mail Notifications Polycom CMA System Operations Guide 342 Room Overview and Operations Local and Enterprise Meeting Rooms  Go to Admin Rooms Go to Admin RoomsView the Rooms List Add a Local Room Field Description Site Site in which the room is located Add an Enterprise RoomAssociated Endpoints Edit a Room Delete a Room Areas Overview Area Overview and OperationsHow Areas Work Area Best Practices View Areas Field Description Areas listSummary Members 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 Go to Admin Areas and click Manage Members Associate Users with AreasClick Associate Area Click Assign Areas Change Area Association for Users Delete an AreaSelect the user of interest and click the right arrow Click Unassign Areas Polycom CMA System Operations Guide 354 Directory Operations Directory Management Overview Directory Management Supported Configurations Multiple ForestsMultiple Domains Viable options Directory Operations How Global Catalog Searches Work CMA System Service Account Accounts Required for the CMA SystemUnderstanding Base DN CMA System Computer Account Character Character Name Understanding Exclusion Filters Polycom CMA System and Windows Authentication Directory Management Operations Integrate with Enterprise Directory Server Option Create the Polycom CMA System Service Account Create the Polycom CMA System Computer Account For example net user polycomcma$ p@ssw0rd Enable Integration with the Enterprise Directory Server Create the Polycom CMA System Service Account It then negotiates security once the socket is Go to Admin Directories Directory Setup Remove or Include Guest Book Entries in the Directory Support LifeSize Endpoints in Directories Ldap field, select Enabled from the drop-down list On the Directory Ldap Mark the Provision This Page check box Go to Admin Directories Global Address Book Directory Setup OperationsView the Global Address Book Set or Change the GAB Password User information found in the Global Address Book includes Multiple Address Books Multiple Address Books Overview How Multiple Address Books Work 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 Set the Default Address Book Click Update PriorityChange Address Book Priority Click Delete Confirmation message appears Click Yes Go to Admin Directories Address Books Click Set Default Copy an Address Book 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 Did Direct Inward Dial . Select this option when Gateway Extension Dialing . Select this optionIsdn Number Assignment Assignment Method = did Direct Inward Dial Routing/Bandwidth Subnets Site-to-Site Exclusions Site LinksAdd/Edit Site Link Dialog Box Territories Add/Edit Territory Dialog BoxField Description Territory Info Associated Sites Polycom CMA System Gatekeeper Functionality Network CloudsAdd/Edit Network Cloud Dialog Box Field Description Cloud Info Default Gatekeeper Default, Redundant, Alternate, and Neighboring GatekeepersRedundant Gatekeeper Alternate Gatekeeper Device RegistrationNeighboring Gatekeeper Allow Registration of Predefined Endpoints Only Routing Mode Direct ModeRouted 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 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  Go to Admin Server Settings Licenses View Current Polycom CMA System Licensing Go to Admin Server Settings Licenses Add Polycom CMA System LicensesRequest a Software Activation Key Code Enter the Polycom CMA System Activation Key Reclaim Polycom CMA Desktop Licenses Go to Admin Server Settings Custom LogosAdd or Remove a Polycom CMA System Custom Logo Default Polycom CMA Desktop Branded Polycom CMA Desktop Add or Remove a Polycom CMA Desktop Custom Logo Edit the Polycom CMA System E-mail Account Polycom CMA System Snmp Snmp Overview 416 Enable Snmp Messaging Edit the Snmp Settings for a Polycom CMA SystemTo enable Snmp messaging you must perform the two tasks Go to Admin Snmp Settings ContextEngineID for SNMPv3 Click Save Snmp Settings Add an Snmp Notification ReceiverTCP UDP MD5 SHA Configure Alert Thresholds Go to Admin Alert Settings CMA Alert Threshold SettingsConfigure these thresholds Threshold Description Download Polycom CMA System MIB Package Identified in the Average CPU usage alert 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 Copy the CMA System Database Backup Files Error and Usage Report Settings are optionalIntegrate a Polycom CMA System to an External Database Revert a Polycom CMA System to its Internal Database Reformat the Existing Database On the Database page, select Reformat existing database Polycom CMA System Operations Guide 430 Polycom CMA 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 Log into the server and go to Admin Server Settings Database Set the Virtual IP Address for the Redundant System License a Redundant Polycom CMA System Failover to a Redundant Polycom CMA 5000 System Server Primary system restarts Edit the Primary Gatekeeper Settings Go to Admin Gatekeeper Settings Primary GatekeeperGatekeeper Management Primary Gatekeeper Management Operations Logs, select System Management Reports Endpoint Monitor ViewGatekeeper Message Log Configure Prefixed Based Registration Go to Admin Gatekeeper Settings Alternate Gatekeeper Alternate Gatekeeper Settings include these fieldsAlternate Gatekeeper Management Operations Add an Alternate Gatekeeper Edit the Alternate Gatekeeper Settings Neighboring Gatekeeper Management OperationsRemove the Alternate Gatekeeper View Neighboring Gatekeepers Go to Admin Gatekeeper Settings Neighboring Gatekeeper Add a Neighboring GatekeeperEdit 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 Certificate Operations Go to Admin Management and Security Certificate ManagementView Certificates and Certificate Details 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 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 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 Change Password Select the database user whose password you want to changeClick Apply Password Changes Site Operations Dial Plan Setup OperationsSite operations include  Go to Admin Dial Plan and Sites Site Topology  Go to Admin Dial Plan and Sites SitesView the Graphical Site Topology View the Sites List Add a Site Firewall Settings Field For the endpoint systems at the site being provisioned SIP Settings H323 SettingsManual. Then specify a NAT Public WAN Address Provisioning Settings Quality of Service Settings Security Settings Meeting password cannot include spaces Whitelist Ldap Settings View Site Information Assign Locations to a Site 474 Edit Site Settings Edit Site Provisioning Settings Set Up SIP Delete a Site Edit SIP URI Data Site Link Operations Site-link operations include Go to Admin Dial Plan and Sites Site-Links View the Site Links ListAdd a Site Link Edit a Site Link Site-to-Site Exclusions Delete a Site LinkView the Site-to-Site Exclusion List Site-Linkslist, select the link of interest and click Edit Add a Site-to-Site Exclusion Edit a Site-to-Site ExclusionDelete a Site-to-Site Exclusion Go to Dial Plan and Sites Site-to-Site Exclusions Go to Admin Dial Plan and Sites Territories TerritoriesView the Territory List Add a Territory Go to Admin Dial Plan and Sites Network Clouds Network CloudsDelete a Territory View the List of Network Clouds Edit a Network Cloud Delete a Network CloudResults column Click Linked Sites 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 Services operations include Field Name Description View the Services List Add a Service Go to Admin Dial Plan Services. The Services list appears Go to Admin Dial Plan Services Edit a Service Delete a ServiceClick OK New service is added to the system You can make changes to a service Local Directory Services Local Directory Services or Prefix RangeDial Rule Operations Routing Action Dial String Manipulation Directory Services , Prefix , and Prefix Range Gateway ServicesWhen the action is Route to a gateway service , this Name or IP Address Default Dial Rules Search the List of Devices and List of ServicesParts of a Dial Rule Pattern Types Examples of Custom Dial Rules Routing ActionsRouting Pattern Description Action Type LCR View the Dial Rules List Enable or Disable Dialing Rules You can enable or disable dial rulesAdd a Dial Rule Click OK New dial rule is added to the system Least-Cost Routing Operations Go to Admin Dial Plan Dial RulesEdit a Dial Rule Country Code Area Code Prefix Weighted Cost How Least-Cost Routing WorksExample of Least-Cost Routing LCR Tables for Three Sites Area Code Prefix Weighted Cost Call Scenario One Call Scenario Two Determining Area Codes Determining the Weighted CostDetermining Country Codes Go to Admin Dial Plan LCR Tables View the Least Cost Routing Tables ListAdd a Least Cost Routing Table Edit a Least Cost Routing Table Numbering Scheme Delete a Least Cost Routing TableImplementation in the CMA System Alias Assignment Numbering Scheme Default Settings Numbering Scheme ExplainedBased on Device Type Specify Number Range No Suffix A No Suffix 506 No Prefix Number specifyBased on Devicey Type, available only if shown Phone Number Setting-up an E.164 Alias in a User Dial String Reservation Go to Admin Dial Plan and Sites E.164 Numbering SchemeGenerating E.164 Aliases Highlight a specific user Setting-up an E.164 Alias in a Room Dial String Reservation Click on Edit. The Edit User dialog will displayClick on Dial String Reservations 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 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% Set Endpoint Alert Level Settings Go to Admin Alert Settings Endpoint Alert Level Settings Add a Remote Alert Profile To add a remote alert profile Associate a Remote Alert Profile With a User Edit User dialog box, click Associated Alert Profile Disable a Remote Alert Profile Go to Admin Alert Settings Remote Alert ProfilesClear Enable Profile Edit a Remote Alert Profile Disable CMA System Remote Alerts Management and Maintenance Overview System Management MaintenanceAdministrator Responsibilities Administrative Best Practices Auditor Responsibilities Recommended Regular Maintenance Auditor Best Practices Polycom CMA System Operations Guide 524 System Backup and Recovery Operations Backup Internal Databases and System Configuration Backup the CMA System Internal Databases Backup the CMA System Settings Restore Database and System Configuration Restore to Factory Default Image Go to Admin Backup System Settings Restore from a Backup ArchiveClick Restore from Backup Archive System Troubleshooting Troubleshooting Utilities Dashboard 530 Troubleshooting Specific Types of Issues Registration Problems and SolutionsProblem Description Solutions Gatekeeper Settings Primary Admin Gatekeeper Settings Primary Gatekeeper CMAPlan and Sites Sites and make sure Assignment pane Point-to-Point Calling Problems and Solutions MCU and Gateway Dialing Problems and Solutions Sites Services page. Verify thatAdmin Dial Plan and Sites Services Conference On Demand Problems and Solutions Plan and Sites ServicesGatekeeper Cause Codes Cause Code Description 536 System Security and Port Usage Open Inbound Ports on the Polycom CMA SystemPort Description TCP/UDP Outbound Ports Used by the Polycom CMA System System Security and Port Usage Polycom CMA System Operations Guide 540