Polycom CMA System Configuration | Polycom 3725-77601-001H guide

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Polycom CMA System Configuration

This chapter describes the configuration tasks that may be required, based on your system design and installation to complete your implementation of a Polycom® Converged Management Application™ (CMA®) system after First Time Setup. It includes these topics:

•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 Provisioning

•Set Up Automatic Softupdate

•Set Up Conference Templates

•Set Up Directory Services

•Set Up a Certificate for the Polycom CMA System

•Distribute Polycom Applications

IMPORTANT

If during First Time Setup, you enabled the Maximum Security option, please see “Operating in Maximum Security Environments” on page 17 for information about how the system operates in this configuration.

Add DNS SRV Record for Polycom CMA System Services

You must configure the DNS server, if you wish it to resolve queries for the CMA system by the CMA system’s host name or IP address.

We recommend that the DNS server be configured to find the CMA system by its fully qualified domain name (FQDN). This ensures that client systems running desktop Polycom CMA Desktop can access the CMA system.

Polycom, Inc.

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Polycom 3725-77601-001H manual Polycom CMA System Configuration, Add DNS SRV Record for Polycom CMA System Services

Contents

Polycom CMA System Operations Guide Trademark Information Contents Add/Schedule a Conference Add/Schedule a New Conference Polycom CMA System Conference Scheduling OverviewConference Scheduling Operations Conference and Participant Management Operations Advanced Scheduling OperationsConference and Participant Details Endpoint Management Overview Polycom CMA System Operations Guide Endpoint Provisioning Operations Provisioning of LifeSize Passwords ReportingEndpoint and Peripheral Management Operations Device Details Endpoint Software Update Operations Network Device Management Overview Provisioning Details Software Update DetailsMCU Bridge Management Operations 227 Management Operations for Other Network Devices 239 User Management Operations MCU Bridge Device Details 245Users and Groups Overview Polycom CMA System Dashboard 307 System Administration Overview 307System Reports 281 Conference Setup Operations 337 Conference Setup Overview 321Conference Templates 321 Conference Settings 334 Room Overview and Operations 343 View the Global Address Book Set or Change the GAB Password Directory Setup OperationsDirectory Operations Multiple Address Books Server Setting Operations Polycom CMA System Setup Overview Database Operations Polycom CMA System Snmp Management & Security Operations 445 Polycom CMA System RedundancyGatekeeper Management 439 Dial Plan Setup Operations 463 Xviii System Management and Maintenance 521 Remote Alert Setup OperationsSystem Backup and Recovery Operations System Troubleshooting 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 Confirm the new password and click OK Enter a New PasswordLog 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 Add DNS SRV Record for Polycom CMA System Services Polycom CMA System Configuration Configure the Connection to an External Enterprise Directory Configure the Connection to the External Database Set Up Video Call Routing Configure Redundancy Set Up Conference Templates Set Up Automatic ProvisioningSet Up Automatic Softupdate Set Up a Certificate for the Polycom CMA System Set Up Directory Services Distribute Polycom CMA Desktop for Windows Systems Distribute Polycom Applications Distribute Polycom CMA Desktop for MAC OS Systems Polycom CMA System Operations Guide Operating in Maximum Security Environments Maximum Security Mode Overview Snmp Conference Scheduling in Maximum Security Mode Endpoint Management in Maximum Security Mode Field Network Device Management in Maximum Security Mode Polycom RMX Systems in Secure Mode User Management in Maximum Security ModeAdministrator Scheduler Action Use this action to Operating in Maximum Security Environments Operator, and Auditor Group Management in Maximum Security ModeReporting in Maximum Security Mode Download the System Log Files Backup and Delete audit log filesAuditor About Machine Accounts Device Administration in Maximum Security Mode Evergreenroommachine System Administration in Maximum Security Mode Conference Templates Admin Menu Provisioning Profiles Software UpdatesServer Settings On the Enterprise Directory Management and Security Session Management Account Inactivity Field Description Password ManagementField Description Account Lockout Dial Plan and Sites Backup System SettingsField Description Password Complexity Network Intrusion Detection in Maximum Security Mode Troubleshooting Utilities Troubleshooting in Maximum Security ModeThere is no change in the Database Backup function There is no change in the Windows Event Logs function Mssqlserver Service Manages the system’s CommentThere is no change in the CMA Licenses function Report Administration Polycom CMA System Operations Guide Conference Menu Overview General Scheduling Information Polycom CMA System Conference Scheduling Overview Conference Menu and Views Conference Menu Overview Section Description Conference views have these sectionsRefresh Add Conference Views-Future and Ongoing Conferences may be in the following states Conference States Action Description Available for future conferences only Context-Sensitive Conference ActionsAvailable for future and past conferences Available for future, past, and active conferences Bridge Selection and Cascading General Scheduling InformationScheduling Participants and Endpoints Bridge Scheduling and Reassignment Polycom CMA System Conference Scheduling Overview Polycom CMA System Operations Guide Add/Schedule a Conference Conference Scheduling OperationsAdd/Schedule a New Conference These options are discussed in the following topics Participants and Rooms list Click Add Guest Configure these fields in the Add Guest dialog box 1001@11.12.13.14 Not available when Use Modified Dial Number If the guest has a SIP IP endpoint, configure these settings Participants and Rooms list Copy an Existing Conference Go to Conference Future Edit a Conference Edit a Participant’s Settings If the guest has a SIP IP endpoint, configure these settings View Scheduling Information for a Conference Click Back to List to return to the conference list Edit Conference Settings on Advanced Scheduling Operations Edit Conference Settings Chairperson feature Setting Description Dial-In+Dial-Out When Enable Chairperson is selected Setting Description People and Content VO. This Polycom proprietary People +Content H.329. This enables the industry Application Sharing. Allows two or more Click Manual Cascade Select a Bridge for a ConferenceCreate a Cascaded Conference Across Multiple Bridges Add Link dialog box, select the Link Type Go to Conference Ongoing Conference and Participant Management OperationsManage an Active Conference Isdn Use these conference actions as needed Use these participant actions as needed New Conference Participants list Add Additional Participants to an Active Conference Participants list Add a Room to an Active ConferenceFrom the Conference Actions list, click Add Room Click Close Click Join Conference View the Video of a Participant in an Active ConferenceJoin an Active Conference From the Conference Actions list, click Add Favorites Add/Save a Participant to a Favorites List Manage a Participant’s Endpoint During a Conference View a Participant’s Details During a Conference PVX , MGC , RMX , GW/MCU , Other , and Tandberg GDS Delete a Conference Terminate an Active Conference Polycom CMA System Operations Guide Conference Image Conference and Participant DetailsConference Details Conference Details section has these fields CIF Svga Qcif XGA 4CIF Ntsc 16CIF VGA Conference Features section has these fields Conference FeaturesMode is None Auto MCU Bridge MCU Features IVR Participants ListParticipants section has these fields Participant Details section has these fields Participant Details Participant Settings dialog box has these fields Participant Settings SIP URI Endpoint Menu, Views, and Lists Endpoint Management Overview Endpoint views is Refresh Monitor ViewEndpoint List in the Monitor View Endpoint Types on Endpoint list in this view has these fields Actions in the Monitor View Tandberg , iPower , and OtherSIP Action Use this action to Available for all endpoint types Peripherals List in the Peripherals View Peripherals View Peripherals list in this view has these fields Actions in the Peripheral View View list Bundled Provisioning ViewEndpoint List in the Bundled Provisioning View Actions in the Bundled Provisioning View Automatic Provisioning ViewEndpoint List in the Automatic Provisioning View RealPresence Group Series -Displays just Actions in the Automatic Provisioning View Scheduled Provisioning ViewEndpoint List in the Scheduled Provisioning View Use the Scheduled Provisioning View to Tandberg C-Series Actions in the Scheduled Provisioning ViewVSX Series Viewstation Endpoint List in the Automatic Software Update View Automatic Software Update View Actions in the Automatic Software Update View Endpoint List in the Scheduled Software Update View Scheduled Software Update View Scheduled Software Update View Actions PVX Endpoint Types Vtel Tandberg 150 MXPVcon Endpoint Configuration/Provisioning For more information, see Provisioning Best PracticesBundled Provisioning How Bundled Provisioning Works Automatic Provisioning How Automatic Provisioning Works Csv file Automatic Provisioning Profiles Field For the endpoint systems being provisioned Home Screen SettingsSettings Audio Settings Call SettingsCMA Desktop Settings Calendaring Settings URL VVX Settings How Scheduled Provisioning Works Scheduled ProvisioningProfile Order and Priority FX/EX Scheduled Provisioning Profiles ViewStation QDX Series General Settings Home Screen Settings Home Screen Settings ViewStation QDX Series General Settings Security GMT General Settings Date and TimeAM/PM Video Network IP Network Gatekeeper Video Network IP Network Call Preferences Video Network IP Network Gateway Number Video Network IP Network Quality of Service Settings NAT Video Network IP Network Firewall Settings Video Network Isdn BRI Protocol NAT Public WAN Address FX/EX Applies to Monitor 3 Options DVD Cameras Camera SettingsCameras Cameras Cameras Video Quality ViewStation QDX Series Video/Camera Cameras Enter IP Address Manually Select if the IP LAN Properties LAN PropertiesObtain IP Address Automatically Select if Global Services Directory Servers LAN/H.323 Global Directory GDS Preferred Alias Global Services Dialing RulesTo Auto on the Place a Call screen Video Network IP Network Gateway Setup Global Services Account ValidationGlobal Services My Information Endpoint Gatekeeper Registration Policies Automatic Software Updates Endpoint Software UpdatesHow Automatic Software Update Works Automatic Software Update Profiles Automatic Software Update Versions Peripheral Software Updates Scheduled Software Updates Considerations for Third-Party Endpoints Endpoint Passwords Enabling Management of LifeSize Endpoints Enable Tandberg Endpoints Global Address Book Access Scheduled Provisioning of Selected Tandberg Endpoints Monitoring Field Name Models Series 990/880/770 T150 Provisioned for supported TandbergModels? 140 Polycom, Inc 141 142 Polycom, Inc 143 144 Polycom, Inc 145 Spid Isdn HLC Isdn MSN 148 Polycom, Inc 149 150 Polycom, Inc 151 152 RTP MTU 154 Polycom, Inc 155 OSD Provisioned for Scheduled Provisioning of LifeSize EndpointsSelected LifeSize Field Name Team Calls Video Settings Video Quality Video Settings Video ControlField Name Team Telepresence Security General Security PasswordsNetwork General Network NAT Network Network Qos Field Name Team Network Reserved PortsNetwork LifeSize Transit Communications General Communications SIP Communications H.323 System Identification Field Name Team System GeneralDirectory Auto Discovery Directory Ldap Diagnostics DVD-I Input Diagnostics CamerasAppearance Layout Appearance Display Reporting Provisioning of LifeSize Passwords Endpoint Management Operations Endpoint and Peripheral Management Operations Field Description Identification View Device DetailsGo to Endpoint Monitor View URL, Transport Address, and Unknown Http URLAddresses Call Info Sites Capabilities Call Info Call Details Go to Endpoint Monitor View and click Add Add an Endpoint or Find an Endpoint on the NetworkCall Info Video Feed System Alerts Click Find Device Enter the IP Address of the endpoint Site based upon IP address URL , Transport Address , and Unknown Edit an Endpoint Delete an Endpoint Tandberg View an Endpoint’s Video FeedClear an Endpoint Help Request Associate a User with an Endpoint Reboot an EndpointSend a Message to an Endpoint View Peripherals Search for Endpoints in a Range of IP AddressesGo to Endpoint Monitor View and click Search Devices Click View Peripherals Display Applications Peripheral View OperationsDelete Peripheral Polycom CMA System Operations Guide 180 Bundled Provisioning Operations Endpoint Provisioning OperationsView the Provisioning Bundle List Go to Endpoint Bundled Provisioning Go to Endpoint Bundled Provisioning Click Download Download a Provisioning BundleDelete a Provisioning Bundle View the Automatic Provisioning List and Details Automatic Provisioning OperationsAdd an Automatic Provisioning Profile Go to Endpoint Automatic Provisioning Edit an Automatic Provisioning Profile Click Update Profile OrderAutomatic Provisioning Profiles page, click Add Provisioning Profiles list Profiles list Clone an Automatic Provisioning ProfileDelete an Automatic Provisioning Profile View the Scheduled Provisioning List and Details Scheduled Provisioning OperationsAdd a Scheduled Provisioning Profile Go to Endpoint Scheduled Provisioning Clone a Scheduled Provisioning Profile Edit a Scheduled Provisioning Profile Schedule an Endpoint for Provisioning Delete a Scheduled Provisioning ProfileClick Provision Click Schedule Scheduled Provisioning View reappears Check the Status of a Scheduled Provisioning Cancel a Scheduled ProvisioningClear the Status of Scheduled Provisioning Click Clear Status Click Cancel Provision Automatic Software Update Operations Endpoint Software Update OperationsView Automatic Software Update Information For automatic software update, it includes these topics 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 Click Upload Software Update Upload the Software Package and Create a Software UpdateSelect Product Activation Select the tab for the endpoint type of interest Set an Automatic Software Update Policy Create a Local Trial Group Trial a Software Update PackageSet up testing. Complete these tasks Promote the Trial Software Update Package to Production Delete the Trial Software Update Package View and Implement Software Updates for Peripherals Both the Production URL and the Trial View Software Updates for PeripheralsFrom the Production URL Configure Peripheral Updates for Production Upload Peripheral Software Updates to the CMA Web ServerClick Configure Production Field Description Configure Platform Both the Production URL and the Trial URL Click Configure ApplicationConfigure Application Click Configure Trial Configure Peripheral Updates for Trial For scheduled software update, it includes these topics Scheduled Software Update Operations Implement Scheduled Software Updates for Endpoints View Scheduled Software Update InformationView List of Software Update Packages Return to the endpoint serial number list and click Close Scheduled Software Updates list reappears » Close the Product Activation screens For Polycom products Schedule the Software Update for Endpoints Fields Description Cancel Software UpdatesClick Schedule Polycom, Inc 211 Polycom CMA System Operations Guide 212 Device Summary Information Device Details Standard. This device is monitored Device Status Information Isdnquadbri RMX , GW/MCU , Other , and TandbergISDNPRIT1 Isdnbri Call Information Status will be either Success or Failed Device Alerts InformationProvisioning Details Software Update Details With the device Network Device Menu, Views, and Lists Network Device Management OverviewNetwork Device Types Network Device views is Refresh Network Device List in the Monitor View Network Device Types on Network Device list has these fields Available for only selected network device types VBP ViewAction Use this action to Available for all device types DMA View MCU View Polycom CMA System Operations Guide 226 Go to Network Device MCUs MCU Bridge Management OperationsView Device Details Device Details dialog box for the selected MCU appears Field Description Addresses RMX MCU Field Description MCU Network ServicesMCU Resources Card Alerts MGC MCUs only Field Description Alerts RMX MCUs only Go to Network Device MCUs and click Add This topic describes how to add an MCU to a CMA systemAdd an MCU Manually 227. At a minimum, assign the MCU a System Name Edit an MCU BridgeAs needed, use the Filter to customize the MCU list System Name field Enable Cascading Conferences on Polycom MCUs For a Polycom MGC MCU Delete an MCU BridgeView Bridge Hardware View Bridge Ports View Bridge ServicesView Bridge Conferences View Bridge Gateway Conferences View Bridge Meeting RoomsView Bridge Entry Queues 238 Polycom VBP Management Operations Management Operations for Other Network Devices Copy the CMA System Certificate to a Polycom VBP Device Add a Polycom VBP DeviceGo to Network Device VBPs and click Add Click Restart Apache Delete a Polycom VBP Device Identify Endpoints Using the Polycom VBP DeviceEdit a Polycom VBP Device Add a Polycom DMA System Polycom DMA Management OperationsEdit a Polycom DMA System Go to Network Device DMAs and click Add Go to Network Device DMAs Click View DMA Nodes Delete a Polycom DMA SystemView Registered DMA Nodes Polycom CMA System Operations Guide 244 MCU Bridge Device Details MCU H.320 ServicesField Description MCU H.32O Service MCU H.323 Services MCU Resources-Polycom MGC Platform MCU Gateway Services MCU Resources-Polycom RMX Platform Refer to the RMX 2000/4000 Administrator’s Guide Overview of Groups, Users, and User Roles Users and Groups OverviewUsers Local 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 Scheduler Roles, Responsibilities, and Menus CMA system offers three different default Scheduler rolesOperator Role, Responsibilities, and Menus Role Responsibilities Device Administrator Role, Responsibilities, and Menus Auditor Role, Responsibilities, and Menus Customized Roles and Responsibilities Administrator Role, Responsibilities, and Menus Device Associations and Presence Polycom CMA System Operations Guide 260 Search for a User User Management OperationsManage Users You can view information about a user, local or enterprise View User InformationGo to User Users Select the user you want Associated Permissions Add a Local UserAssociated Roles Groups Be a minimum of eight characters in length Edit a User Delete a User View Permissions for a User Unlock a User Account Manage Groups CMA system, only users assigned the Administrator role canAdd a Local Group Go to User Groups Groups page, click Add Local Group Column Description Group Members Local Users Only Import Enterprise Groups Edit a Group Manage User RolesDelete a Group Go to User Groups View the Groups and Users Associated with a User Role  Go to User User Roles Assign Users Roles and EndpointsView the List of User Roles Edit Permissions for a User Role Add a User RoleGo to User User Roles Click Save New user role appears in the CMA system View Associated Groups and Users dialog box appears Delete a User RoleView the Groups and Users Associated with a User Role User Menu and Guest Book Manage System Guest Book Add a Guest to the System Guest Book Context-Sensitive Guest Book ActionsGo to User Guest Book and click Add Guest Actions Description Alias@IP , for example Edit a Guest in the System Guest Book Not available when Use Modified Dial Number isGo to User Guest Book and select the guest of interest Click Edit Guest Delete a Guest from the System Guest Book Manage FavoritesAdd a Favorites List Click Delete Guest Delete a Favorites List Edit a Favorites List Site Statistics Report System Reports Go to Reports Site Statistics Go to Reports Site Link Statistics Site Link Statistics Report Go to Reports H.323 Call Detail Records Call Detail Records Report Schedule Weekly Archives of the CDR Report Call Detail Record Report AdministrationModify the CDR Retention Period SSL/TLS Configure these settingsEndpoint Usage Report Go to Reports Endpoint Usage Report Time in Call divided by the Total Calls Seconds Q.850 cause code showing how the call ended Calculated from sample tests done once per minute Conference Type Report Chart that compares the number of scheduled minutes View and Export the Gatekeeper Message Log Gatekeeper Message LogUse the Gatekeeper Message Log page to Go to Reports Gatekeeper Message Log Field Description Registration Define Log Settings Pause and Restart Logging Clear Events from the LogClick Yes to confirm the action Gatekeeper Message Log is cleared Log File Related to External Database Functionality Log File Related to Dial Plan FunctionalityLog Files Related to Scheduling Functionality Log Files Related to Global Address Book Functionality Log Files Related to Gatekeeper Functionality Log Name DescriptionLog Files Related to Device Management Functionality Log Files Related to Presence Functionality Log Files Related to Web Services Functionality View and Export System Log Files Click Change SettingsChange the System Log Level Go to Reports System Logs View and Download Audit Log Files Download Windows Event Log FilesYou can view and download audit log files Go to Reports Audit Log Files Click Backup and Delete Backup and Delete Audit Log FilesYou can backup and delete audit log files Report includes this information CMA System Report License Info CRL Polycom CMA System Operations Guide 306 Polycom CMA System Dashboard System Administration Overview MCU Status multiple, configurable panes Endpoints multiple, configurable panesDashboard Buttons Dashboard Panes 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 Common Settings Field Description General SettingsMGC RMX Auto layout option RMX Video Settings Video Switching ModeVideo switching option RMX General Settings Telepresence mode is On RMX Video Settings Time Warning feature Presentation Mode , or Lecture View SwitchingMGC Settings Polycom Visual Concert PC . To show live PC content People+Content H.239Auto H264 RMX General Settings RMX Profile Settings Conference on Port is enabled, the Video Mode must be Supported MCU General Settings Field Description RMX General Settings Conference SettingsRMX General Settings Advanced Settings 264 SD 30v7 with MPM+ or MPMx LPR At the end When last participant remains OnlyAt the end After last participant quits All RMX Video Quality People Video Definition To On RMX Video Settings Video switching VSW option RMX GeneralRMX Video Quality Content Video Definition Motion option for Video quality MGC as a Supported MCU General Settings Field Description RMX Video SettingsLecture View Switching option Common Settings Same layout option Possible values include RMX Audio SettingsManual Continuous Presence Room continuous presence RMX Conference IVR Field Description RMX Skins Field Description RMX Recording Alert Tone feature Conference SettingsBy default, Conference Time Warning is enabled Polycom, Inc 335 Polycom CMA System Operations Guide 336 View the Conference Templates List Conference Setup Operations Edit a Conference Template Go to Admin Conference TemplatesAdd a Conference Template Disable Conference Auto-Launch Set Conference SettingsDisable Conference Time Warning Go to Admin Conference Settings Add Customized Text to E-mail Notifications Go to Admin Server Settings E-mailOverbooking Dial-in Participants Delete Customized Text in E-mail Notifications Edit Customized Text in E-mail Notifications Polycom CMA System Operations Guide 342 Local and Enterprise Meeting Rooms Room Overview and Operations Go to Admin Rooms  Go to Admin RoomsView the Rooms List Add a Local Room Associated Endpoints Add an Enterprise RoomField Description Site Site in which the room is located Delete a Room Edit a Room How Areas Work Area Overview and OperationsAreas Overview Area Best Practices Field Description Areas list View AreasSummary Members Click Save Configuration Create Area Administrator RoleEnable, Configure, and Customize Areas Go to Endpoint Monitor View or Network Device Monitor View Add AreasAssign Devices to Areas Associate Users with Areas Go to Admin Areas and click Manage MembersClick Associate Area Click Assign Areas Delete an Area Change Area Association for UsersSelect the user of interest and click the right arrow Click Unassign Areas Polycom CMA System Operations Guide 354 Directory Management Overview Directory Operations Multiple Forests Directory Management Supported ConfigurationsMultiple Domains Viable options Directory Operations How Global Catalog Searches Work Accounts Required for the CMA System CMA System Service AccountUnderstanding Base DN CMA System Computer Account Character Character Name Understanding Exclusion Filters Polycom CMA System and Windows Authentication Integrate with Enterprise Directory Server Option Directory Management Operations Create the Polycom CMA System Service Account For example net user polycomcma$ p@ssw0rd Create the Polycom CMA System Computer Account Create the Polycom CMA System Service Account Enable Integration with the Enterprise Directory Server It then negotiates security once the socket is Go to Admin Directories Directory Setup Support LifeSize Endpoints in Directories Remove or Include Guest Book Entries in the Directory On the Directory Ldap Mark the Provision This Page check box Ldap field, select Enabled from the drop-down list View the Global Address Book Directory Setup OperationsGo to Admin Directories Global Address Book User information found in the Global Address Book includes Set or Change the GAB Password Multiple Address Books Overview Multiple Address Books How Multiple Address Books Work Add an Address Book Go to Admin Directories Address BooksView the Address Book List and Details Address Book Tiers Complete the fields in the Add an Address Book dialog boxField Description Address Book Information Edit an Address Book Field Description Address Book Tiers Assign Address Books to Groups Select the address book you want to delete Viewing the Address Book a User is Assigned ToDelete an Address Book Click Update Priority Set the Default Address BookChange Address Book Priority Click Delete Confirmation message appears Click Yes Copy an Address Book Go to Admin Directories Address Books Click Set Default Selection Description Polycom CMA System Setup OverviewServer Settings Polycom CMA System Licensing Polycom CMA System Setup Overview Polycom CMA System Site Topology and Dial Plan Set Up Sites List Add/Edit Site Dialog Box Gateway Extension Dialing . Select this option Did Direct Inward Dial . Select this option whenIsdn Number Assignment Assignment Method = did Direct Inward Dial Routing/Bandwidth Subnets Add/Edit Site Link Dialog Box Site LinksSite-to-Site Exclusions Add/Edit Territory Dialog Box TerritoriesField Description Territory Info Associated Sites Network Clouds Polycom CMA System Gatekeeper FunctionalityAdd/Edit Network Cloud Dialog Box Field Description Cloud Info Redundant Gatekeeper Default, Redundant, Alternate, and Neighboring GatekeepersDefault Gatekeeper Neighboring Gatekeeper Device RegistrationAlternate Gatekeeper Allow Registration of Predefined Endpoints Only Direct Mode Routing ModeRouted Mode CMA system has two routing modes Standard Polycom CMA System and Reserved Conferencing Polycom CMA System Integration with Microsoft Outlook 400 Endpoint Directory and Directory Settings 402 Go to Admin Server Settings Network Server Setting OperationsEdit the Polycom CMA System Network Settings Go to Admin Server Settings System Time Edit the Polycom CMA System Time SettingsConfigure these settings on the Network page, as necessary Associate Sites with Microsoft Exchange Servers Assign Calendaring Settings to Provisioning Profiles Go to Admin Server Settings Calendaring Management 408 Go to Admin Dial Plan and Sites Sites View Current Polycom CMA System Licensing  Go to Admin Server Settings Licenses Add Polycom CMA System Licenses Go to Admin Server Settings LicensesRequest a Software Activation Key Code Enter the Polycom CMA System Activation Key Add or Remove a Polycom CMA System Custom Logo Go to Admin Server Settings Custom LogosReclaim Polycom CMA Desktop Licenses 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 Edit the Snmp Settings for a Polycom CMA System Enable Snmp MessagingTo enable Snmp messaging you must perform the two tasks Go to Admin Snmp Settings ContextEngineID for SNMPv3 Add an Snmp Notification Receiver Click Save Snmp SettingsTCP UDP SHA MD5 Go to Admin Alert Settings CMA Alert Threshold Settings Configure Alert ThresholdsConfigure these thresholds Threshold Description Identified in the Average CPU usage alert Download Polycom CMA System MIB Package Name Description Go to Admin Snmp Settings Click Download CMA MIBsCMA MIBs dialog box, select the MIB of interest Change the Snmp Communication Port Database Description Database OperationsOverview of the Polycom CMA System Database External Databases Simple Recovery Model should be enabled for SQL backup modeInternal Databases From Database OperationsDatabase Restoration Error and Usage Report Settings are optional Copy the CMA System Database Backup FilesIntegrate a Polycom CMA System to an External Database Revert a Polycom CMA System to its Internal Database On the Database page, select Reformat existing database Reformat the Existing Database Polycom CMA System Operations Guide 430 How Redundancy Works Polycom CMA System RedundancyPolycom CMA 5000 System Redundancy Overview 432 Redundant Configuration System Administration Implement a Redundant Polycom CMA 5000 System Go to Admin Server Settings Redundant ConfigurationGo to Admin Server Settings Database Configure the External Database for Redundancy Set the Virtual IP Address for the Redundant System Log into the server and go to Admin Server Settings Database Failover to a Redundant Polycom CMA 5000 System Server License a Redundant Polycom CMA System Primary system restarts Go to Admin Gatekeeper Settings Primary Gatekeeper Edit the Primary Gatekeeper SettingsGatekeeper Management Primary Gatekeeper Management Operations Gatekeeper Message Log Endpoint Monitor ViewLogs, select System Management Reports Configure Prefixed Based Registration Alternate Gatekeeper Settings include these fields Go to Admin Gatekeeper Settings Alternate GatekeeperAlternate Gatekeeper Management Operations Add an Alternate Gatekeeper Neighboring Gatekeeper Management Operations Edit the Alternate Gatekeeper SettingsRemove the Alternate Gatekeeper View Neighboring Gatekeepers Add a Neighboring Gatekeeper Go to Admin Gatekeeper Settings Neighboring GatekeeperEdit a Neighboring Gatekeeper Delete a Neighboring Gatekeeper Management & Security Operations Update the Polycom CMA System Software Certificates Accepted by the Polycom CMA System Manage Certificates DER PEM Pkcs #7 View Certificates and Certificate Details Go to Admin Management and Security Certificate ManagementCertificate Operations Polycom, Inc 449 Click Create Certificate Signing Request Create a Certificate Signing Request Install a Certificate Upload a Certificate Revocation List Delete a Certificate Admin Management and Security Certificate Management View the Expiration Dates for Certificates and CRLs Control Remote Desktop Connections to the CMA System Give Enterprise Users Default Scheduler RoleChange the Message for Enterprise Users without a Role Automatic Registration Synchronization Disable Common Password for Endpoints Set Common Passwords for Endpoints Set Local Password Requirements Set Local Account Lockout and Timeout Is 1 to Add Machine Accounts Change Internal Database Passwords Click Apply Password Changes Select the database user whose password you want to changeClick Change Password Site operations include Dial Plan Setup OperationsSite Operations  Go to Admin Dial Plan and Sites Sites  Go to Admin Dial Plan and Sites Site TopologyView the Graphical Site Topology View the Sites List Add a Site Field For the endpoint systems at the site being provisioned Firewall Settings Manual. Then specify a NAT Public WAN Address H323 SettingsSIP Settings Quality of Service Settings Provisioning Settings Security Settings Meeting password cannot include spaces Whitelist Ldap Settings Assign Locations to a Site View Site Information 474 Edit Site Provisioning Settings Edit Site Settings Delete a Site Set Up SIP Edit SIP URI Data Site-link operations include Site Link Operations View the Site Links List Go to Admin Dial Plan and Sites Site-LinksAdd a Site Link Edit a Site Link Delete a Site Link Site-to-Site ExclusionsView the Site-to-Site Exclusion List Site-Linkslist, select the link of interest and click Edit Edit a Site-to-Site Exclusion Add a Site-to-Site ExclusionDelete a Site-to-Site Exclusion Go to Dial Plan and Sites Site-to-Site Exclusions Territories Go to Admin Dial Plan and Sites TerritoriesView the Territory List Add a Territory Network Clouds Go to Admin Dial Plan and Sites Network CloudsDelete a Territory View the List of Network Clouds Delete a Network Cloud Edit a Network CloudResults column Click Linked Sites Conference on Demand Dial Plan Service OperationsThese services can be edited and disabled, but not deleted Field Description Conference on Demand-MCU Properties Default Conference PropertiesSimplified Dialing Gateway Service Field Description For use in simplified dialing Field Name Description Services operations include Add a Service View the Services List Go to Admin Dial Plan Services. The Services list appears Go to Admin Dial Plan Services Delete a Service Edit a ServiceClick OK New service is added to the system You can make changes to a service Local Directory Services or Prefix Range Local Directory ServicesDial Rule Operations Routing Action Dial String Manipulation Gateway Services Directory Services , Prefix , and Prefix RangeWhen the action is Route to a gateway service , this Name or IP Address Search the List of Devices and List of Services Default Dial RulesParts of a Dial Rule Pattern Types Routing Actions Examples of Custom Dial RulesRouting Pattern Description Action Type LCR View the Dial Rules List You can enable or disable dial rules Enable or Disable Dialing RulesAdd a Dial Rule Click OK New dial rule is added to the system Edit a Dial Rule Go to Admin Dial Plan Dial RulesLeast-Cost Routing Operations How Least-Cost Routing Works Country Code Area Code Prefix Weighted CostExample of Least-Cost Routing LCR Tables for Three Sites Area Code Prefix Weighted Cost Call Scenario Two Call Scenario One Determining Country Codes Determining the Weighted CostDetermining Area Codes View the Least Cost Routing Tables List Go to Admin Dial Plan LCR TablesAdd a Least Cost Routing Table Edit a Least Cost Routing Table Delete a Least Cost Routing Table Numbering SchemeImplementation in the CMA System Alias Assignment Numbering Scheme Explained Numbering Scheme Default SettingsBased on Device Type Specify Number Range No Suffix A No Suffix 506 Number specify No PrefixBased on Devicey Type, available only if shown Phone Number Go to Admin Dial Plan and Sites E.164 Numbering Scheme Setting-up an E.164 Alias in a User Dial String ReservationGenerating E.164 Aliases Highlight a specific user Click on Edit. The Edit User dialog will display Setting-up an E.164 Alias in a Room Dial String ReservationClick on Dial String Reservations Click on Add. The Add User dialog will display 510 Set Up Remote Alerts Remote Alert Setup Operations Enable CMA System Remote Alerts Set Up CMA System-generated E-mail Account Alert Type Alert indicates Set CMA System Remote Alert Level SettingsGo to Admin Alert Settings CMA Alert Level Settings Subnet bandwidth threshold, which is set at 90% Go to Admin Alert Settings Endpoint Alert Level Settings Set Endpoint Alert Level Settings Add a Remote Alert Profile To add a remote alert profile Edit User dialog box, click Associated Alert Profile Associate a Remote Alert Profile With a User Go to Admin Alert Settings Remote Alert Profiles Disable a Remote Alert ProfileClear Enable Profile Edit a Remote Alert Profile Disable CMA System Remote Alerts Administrator Responsibilities System Management MaintenanceManagement and Maintenance Overview Auditor Responsibilities Administrative Best Practices Auditor Best Practices Recommended Regular Maintenance Polycom CMA System Operations Guide 524 Backup Internal Databases and System Configuration System Backup and Recovery Operations Backup the CMA System Settings Backup the CMA System Internal Databases Restore to Factory Default Image Restore Database and System Configuration Click Restore from Backup Archive Restore from a Backup ArchiveGo to Admin Backup System Settings Troubleshooting Utilities Dashboard System Troubleshooting 530 Registration Problems and Solutions Troubleshooting Specific Types of IssuesProblem Description Solutions Gatekeeper Settings Primary CMA Admin Gatekeeper Settings Primary GatekeeperPlan and Sites Sites and make sure Assignment pane Point-to-Point Calling Problems and Solutions Sites Services page. Verify that MCU and Gateway Dialing Problems and SolutionsAdmin Dial Plan and Sites Services Plan and Sites Services Conference On Demand Problems and SolutionsGatekeeper Cause Codes Cause Code Description 536 Open Inbound Ports on the Polycom CMA System System Security and Port UsagePort Description TCP/UDP Outbound Ports Used by the Polycom CMA System System Security and Port Usage Polycom CMA System Operations Guide 540