View List of Software Update Packages | Polycom 3725-77601-001H

Polycom CMA System Operations Guide

View Scheduled Software Update Information

To view information about software updates that are scheduled or for endpoints that are eligible for scheduled software updates

1Go to Endpoint > Scheduled Software Update.

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.

4In the Device Details section, expand the Software Update Details tab. For more information, see “Software Update Details” on page 219.

View List of Software Update Packages

To view the list of scheduled software update packages

Go to Admin > Software Updates > Scheduled Software Updates.

The Scheduled Software Updates page appears listing all of the endpoint types and models for which the CMA system can perform a scheduled software update. It includes this information. If a software update package has been uploaded to the system, the Description and Uploaded fields are populated for the endpoint.

Implement Scheduled Software Updates for Endpoints

To implement a scheduled software update, you must perform this series of tasks.

1“List the Serial Numbers for the Endpoints to be Updated” on page 206.

2 “Download the Required Software Package” on page 207.

3 “Request Update Activation Keys” on page 195.

4“Upload the Software Package and Create a Software Update Package” on page 196. For more information on software update profiles, see “View Automatic Software Update Information” on page 191.

5“Schedule the Software Update for Endpoints” on page 209.

List the Serial Numbers for the Endpoints to be Updated

To list the serial numbers for the endpoints to be updated

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

206	Polycom, Inc.

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Polycom 3725-77601-001H manual View Scheduled Software Update Information, View List of Software Update Packages

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 Conference and Participant Details Advanced Scheduling OperationsConference and Participant Management Operations 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 MCU Bridge Management Operations 227 Provisioning Details Software Update DetailsNetwork Device Management Overview 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 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 Gatekeeper Management 439 Polycom CMA System RedundancyManagement & Security Operations 445 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 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 Administrator User Management in Maximum Security ModePolycom RMX Systems in Secure Mode 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 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 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 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 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 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 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 From the Conference Actions list, click Add Room Add a Room to an Active ConferenceParticipants list 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 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 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 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 Endpoint List in the Bundled Provisioning View Bundled Provisioning ViewView list 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 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 CMA Desktop Settings Call SettingsAudio 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 Cameras Cameras Camera SettingsDVD 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 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 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 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 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 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 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 Go to Endpoint Monitor View and click Search Devices Search for Endpoints in a Range of IP AddressesView Peripherals Click View Peripherals Delete Peripheral Peripheral View OperationsDisplay Applications Polycom CMA System Operations Guide 180 View the Provisioning Bundle List Endpoint Provisioning OperationsBundled Provisioning Operations Go to Endpoint Bundled Provisioning Delete a Provisioning Bundle Download a Provisioning BundleGo to Endpoint Bundled Provisioning Click Download 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 Delete an Automatic Provisioning Profile Clone an Automatic Provisioning ProfileProfiles list 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 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 Click Configure Production Upload Peripheral Software Updates to the CMA Web ServerConfigure Peripheral Updates for 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 ISDNPRIT1 RMX , GW/MCU , Other , and TandbergIsdnquadbri 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 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 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 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 Edit a Polycom VBP Device Identify Endpoints Using the Polycom VBP DeviceDelete 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 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 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 Manage Users User Management OperationsSearch for a User 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 View the List of User Roles Assign Users Roles and Endpoints Go to User 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 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 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 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 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 Device Management Functionality Log Name DescriptionLog Files Related to Gatekeeper 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 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 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 MGC Settings Presentation Mode , or Lecture View SwitchingTime Warning feature 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 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 Disable Conference Time Warning Set Conference SettingsDisable Conference Auto-Launch 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 View the Rooms List  Go to Admin RoomsGo to Admin Rooms 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 Summary View AreasField Description Areas list 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 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 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 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 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 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 Site-to-Site Exclusions Site LinksAdd/Edit Site Link Dialog Box 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 Default Gatekeeper Default, Redundant, Alternate, and Neighboring GatekeepersRedundant Gatekeeper Alternate Gatekeeper Device RegistrationNeighboring 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 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 Request a Software Activation Key Code Go to Admin Server Settings LicensesAdd Polycom CMA System Licenses 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 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 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 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 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 Gatekeeper Management Edit the Primary Gatekeeper SettingsGo to Admin Gatekeeper Settings Primary Gatekeeper Primary Gatekeeper Management Operations Logs, select System Management Reports Endpoint Monitor ViewGatekeeper Message Log 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 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 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 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 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 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  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 Least-Cost Routing Operations Go to Admin Dial Plan Dial RulesEdit a Dial Rule 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 Area Codes Determining the Weighted CostDetermining Country 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 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 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 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 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