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Polycom 3725-77601-001H manual Polycom CMA System Operations Guide 306

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Polycom CMA System Operations Guide

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Polycom 3725-77601-001H manual Polycom CMA System Operations Guide 306

Contents

Polycom CMA System Operations Guide Trademark Information Contents Add/Schedule a Conference Add/Schedule a New Conference Polycom CMA System Conference Scheduling OverviewConference Scheduling Operations Conference and Participant Details Advanced Scheduling OperationsConference and Participant Management Operations Endpoint Management OverviewPolycom CMA System Operations Guide Endpoint Provisioning Operations Provisioning of LifeSize Passwords ReportingEndpoint and Peripheral Management Operations Endpoint Software Update Operations Device DetailsMCU Bridge Management Operations 227 Provisioning Details Software Update DetailsNetwork Device Management Overview Management Operations for Other Network Devices 239User Management Operations MCU Bridge Device Details 245Users and Groups Overview Polycom CMA System Dashboard 307 System Administration Overview 307System Reports 281 Conference Templates 321 Conference Settings 334 Conference Setup Overview 321Conference Setup Operations 337 Room Overview and Operations 343Directory Operations Directory Setup OperationsView the Global Address Book Set or Change the GAB Password Multiple Address BooksPolycom CMA System Setup Overview Server Setting OperationsPolycom CMA System Snmp Database OperationsManagement & Security Operations 445 Polycom CMA System RedundancyGatekeeper Management 439 Dial Plan Setup Operations 463 Xviii System Backup and Recovery Operations Remote Alert Setup OperationsSystem Management and Maintenance 521 System TroubleshootingSystem Security and Port Usage Polycom CMA System Features and Capabilities Polycom CMA System OverviewPolycom CMA System Models Minimum System RequirementsWorking in the Polycom CMA System Log Into the Polycom CMA SystemField Input Requirements Filter and Search a ListChange a Password Sn Givenname MailLog Out of the Polycom CMA System Enter a New PasswordConfirm the new password and click OK Restart or Shut Down a Polycom CMA SystemEmergency Shutdown of a Polycom CMA System Polycom CMA System Operations Guide Polycom CMA System Configuration Add DNS SRV Record for Polycom CMA System ServicesConfigure the Connection to the External Database Configure the Connection to an External Enterprise DirectoryConfigure Redundancy Set Up Video Call RoutingSet Up Conference Templates Set Up Automatic ProvisioningSet Up Automatic Softupdate Set Up Directory Services Set Up a Certificate for the Polycom CMA SystemDistribute Polycom Applications Distribute Polycom CMA Desktop for Windows SystemsDistribute Polycom CMA Desktop for MAC OS Systems Polycom CMA System Operations Guide Maximum Security Mode Overview Operating in Maximum Security EnvironmentsConference Scheduling in Maximum Security Mode SnmpEndpoint Management in Maximum Security Mode Network Device Management in Maximum Security Mode FieldAdministrator User Management in Maximum Security ModePolycom RMX Systems in Secure Mode SchedulerAction Use this action to Operating in Maximum Security Environments Operator, and Auditor Group Management in Maximum Security ModeReporting in Maximum Security Mode Download the System Log Files Backup and Delete audit log filesAuditor Device Administration in Maximum Security Mode About Machine AccountsSystem Administration in Maximum Security Mode EvergreenroommachineAdmin Menu Conference TemplatesProvisioning Profiles Software UpdatesServer Settings Management and Security On the Enterprise DirectorySession Management Account Inactivity Field Description Password ManagementField Description Account Lockout Dial Plan and Sites Backup System SettingsField Description Password Complexity Network Intrusion Detection in Maximum Security Mode There is no change in the Database Backup function Troubleshooting in Maximum Security ModeTroubleshooting Utilities There is no change in the Windows Event Logs functionMssqlserver Service Manages the system’s CommentThere is no change in the CMA Licenses function Report Administration Polycom CMA System Operations Guide Polycom CMA System Conference Scheduling Overview Conference Menu Overview General Scheduling InformationConference Menu Overview Conference Menu and ViewsRefresh Conference views have these sectionsSection Description AddConference Views-Future and Ongoing Conference States Conferences may be in the following statesAvailable for future and past conferences Context-Sensitive Conference ActionsAction Description Available for future conferences only Available for future, past, and active conferencesBridge Selection and Cascading General Scheduling InformationScheduling Participants and Endpoints Bridge Scheduling and Reassignment Polycom CMA System Conference Scheduling Overview Polycom CMA System Operations Guide Add/Schedule a New Conference Conference Scheduling OperationsAdd/Schedule a Conference These options are discussed in the following topicsParticipants and Rooms list Configure these fields in the Add Guest dialog box Click Add Guest1001@11.12.13.14 If the guest has a SIP IP endpoint, configure these settings Not available when Use Modified Dial NumberParticipants and Rooms list Copy an Existing Conference Edit a Conference Go to Conference FutureEdit 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 listEdit Conference Settings Advanced Scheduling OperationsSetting Description Chairperson featureWhen Enable Chairperson is selected Dial-In+Dial-OutSetting Description People +Content H.329. This enables the industry People and Content VO. This Polycom proprietaryApplication Sharing. Allows two or more Click Manual Cascade Select a Bridge for a ConferenceCreate a Cascaded Conference Across Multiple Bridges Add Link dialog box, select the Link Type Go to Conference Ongoing Conference and Participant Management OperationsManage an Active Conference Use these conference actions as needed IsdnUse these participant actions as needed Add Additional Participants to an Active Conference New Conference Participants listFrom the Conference Actions list, click Add Room Add a Room to an Active ConferenceParticipants list Click CloseClick Join Conference View the Video of a Participant in an Active ConferenceJoin an Active Conference Add/Save a Participant to a Favorites List From the Conference Actions list, click Add FavoritesManage a Participant’s Endpoint During a Conference View a Participant’s Details During a Conference GDS PVX , MGC , RMX , GW/MCU , Other , and TandbergTerminate an Active Conference Delete a ConferencePolycom CMA System Operations Guide Conference Details Conference and Participant DetailsConference Image Conference Details section has these fieldsVGA CIF Svga Qcif XGA 4CIF Ntsc 16CIFMode is None Conference FeaturesConference Features section has these fields AutoBridge MCU Features MCUIVR Participants ListParticipants section has these fields Participant Details Participant Details section has these fieldsParticipant Settings Participant Settings dialog box has these fieldsSIP URI Endpoint Management Overview Endpoint Menu, Views, and ListsEndpoint views is Refresh Monitor ViewEndpoint List in the Monitor View Endpoint list in this view has these fields Endpoint Types onSIP Tandberg , iPower , and OtherActions in the Monitor View Action Use this action to Available for all endpoint typesPeripherals View Peripherals List in the Peripherals ViewActions in the Peripheral View Peripherals list in this view has these fieldsView list Bundled Provisioning ViewEndpoint List in the Bundled Provisioning View Endpoint List in the Automatic Provisioning View Automatic Provisioning ViewActions in the Bundled Provisioning View RealPresence Group Series -Displays justEndpoint List in the Scheduled Provisioning View Scheduled Provisioning ViewActions in the Automatic Provisioning View Use the Scheduled Provisioning View toVSX Series Actions in the Scheduled Provisioning ViewTandberg C-Series ViewstationAutomatic Software Update View Endpoint List in the Automatic Software Update ViewActions in the Automatic Software Update View Scheduled Software Update View Endpoint List in the Scheduled Software Update ViewScheduled Software Update View Actions Endpoint Types PVXVtel Tandberg 150 MXPVcon Endpoint Configuration/Provisioning For more information, see Provisioning Best PracticesBundled Provisioning Automatic Provisioning How Bundled Provisioning WorksHow Automatic Provisioning Works Automatic Provisioning Profiles Csv fileField For the endpoint systems being provisioned Home Screen SettingsSettings CMA Desktop Settings Call SettingsAudio Settings Calendaring SettingsVVX Settings URLHow Scheduled Provisioning Works Scheduled ProvisioningProfile Order and Priority Scheduled Provisioning Profiles FX/EXViewStation QDX Series General Settings Home Screen Settings Home Screen Settings ViewStation QDX Series General Settings Security GMT General Settings Date and TimeAM/PM Video Network IP Network Call Preferences Video Network IP Network GatekeeperVideo Network IP Network Quality of Service Settings Video Network IP Network Gateway NumberVideo Network IP Network Firewall Settings NATNAT Public WAN Address Video Network Isdn BRI ProtocolFX/EX Applies to Monitor 3 Options Cameras Cameras Cameras Camera SettingsDVD Cameras Video QualityViewStation QDX Series Video/Camera Cameras Enter IP Address Manually Select if the IP LAN Properties LAN PropertiesObtain IP Address Automatically Select if Global Services Directory Servers LAN/H.323 Global Directory GDS Preferred Alias Global Services Dialing RulesTo Auto on the Place a Call screen Video Network IP Network Gateway Setup Global Services Account ValidationGlobal Services My Information Endpoint Gatekeeper Registration Policies How Automatic Software Update Works Endpoint Software UpdatesAutomatic Software Updates Automatic Software Update ProfilesAutomatic Software Update Versions Scheduled Software Updates Peripheral Software UpdatesEndpoint Passwords Considerations for Third-Party EndpointsEnable Tandberg Endpoints Global Address Book Access Enabling Management of LifeSize EndpointsMonitoring Scheduled Provisioning of Selected Tandberg EndpointsField Name Models Series 990/880/770 T150 Provisioned for supported TandbergModels? 140 Polycom, Inc 141 142 Polycom, Inc 143 144 Polycom, Inc 145 Spid Isdn HLC Isdn MSN 148 Polycom, Inc 149 150 Polycom, Inc 151 152 RTP MTU 154 Polycom, Inc 155 OSD Selected LifeSize Scheduled Provisioning of LifeSize EndpointsProvisioned for Field Name Team CallsField Name Team Video Settings Video ControlVideo Settings Video Quality TelepresenceNetwork General Security PasswordsSecurity General Network NATNetwork LifeSize Transit Field Name Team Network Reserved PortsNetwork Network Qos Communications GeneralCommunications H.323 Communications SIPDirectory Auto Discovery Field Name Team System GeneralSystem Identification Directory LdapAppearance Layout Diagnostics CamerasDiagnostics DVD-I Input Appearance DisplayProvisioning of LifeSize Passwords ReportingEndpoint and Peripheral Management Operations Endpoint Management OperationsField Description Identification View Device DetailsGo to Endpoint Monitor View URL, Transport Address, and Unknown Http URLAddresses Capabilities Call Info SitesCall 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 AlertsEnter the IP Address of the endpoint Click Find DeviceSite based upon IP address URL , Transport Address , and Unknown Edit an Endpoint Delete an Endpoint Tandberg View an Endpoint’s Video FeedClear an Endpoint Help Request Associate a User with an Endpoint Reboot an EndpointSend a Message to an Endpoint Go to Endpoint Monitor View and click Search Devices Search for Endpoints in a Range of IP AddressesView Peripherals Click View PeripheralsDisplay Applications Peripheral View OperationsDelete Peripheral Polycom CMA System Operations Guide 180 View the Provisioning Bundle List Endpoint Provisioning OperationsBundled Provisioning Operations Go to Endpoint Bundled ProvisioningGo to Endpoint Bundled Provisioning Click Download Download a Provisioning BundleDelete a Provisioning Bundle Add an Automatic Provisioning Profile Automatic Provisioning OperationsView the Automatic Provisioning List and Details Go to Endpoint Automatic ProvisioningAutomatic Provisioning Profiles page, click Add Click Update Profile OrderEdit an Automatic Provisioning Profile Provisioning Profiles listProfiles list Clone an Automatic Provisioning ProfileDelete an Automatic Provisioning Profile Add a Scheduled Provisioning Profile Scheduled Provisioning OperationsView the Scheduled Provisioning List and Details Go to Endpoint Scheduled ProvisioningEdit a Scheduled Provisioning Profile Clone a Scheduled Provisioning ProfileClick Provision Delete a Scheduled Provisioning ProfileSchedule an Endpoint for Provisioning Click Schedule Scheduled Provisioning View reappearsClear the Status of Scheduled Provisioning Cancel a Scheduled ProvisioningCheck the Status of a Scheduled Provisioning Click Clear StatusClick Cancel Provision View Automatic Software Update Information Endpoint Software Update OperationsAutomatic Software Update Operations For automatic software update, it includes these topicsView Automatic Software Update Packages Go to Admin Software Updates Automatic Software UpdatesSet Maintenance Window for Automatic Software Updates Implement Automatic Software Updates for EndpointsList the Serial Numbers for the Endpoints to be Updated Automatic Software Updates list reappearsRequest Update Activation Keys Download the Required Software PackageSelect Product Activation Upload the Software Package and Create a Software UpdateClick Upload Software Update Select the tab for the endpoint type of interestSet an Automatic Software Update Policy Create a Local Trial Group Trial a Software Update PackageSet up testing. Complete these tasks Promote the Trial Software Update Package to Production View and Implement Software Updates for Peripherals Delete the Trial Software Update PackageBoth the Production URL and the Trial View Software Updates for PeripheralsFrom the Production URL Click Configure Production Upload Peripheral Software Updates to the CMA Web ServerConfigure Peripheral Updates for Production Field Description Configure PlatformBoth the Production URL and the Trial URL Click Configure ApplicationConfigure Application Configure Peripheral Updates for Trial Click Configure TrialScheduled Software Update Operations For scheduled software update, it includes these topicsImplement Scheduled Software Updates for Endpoints View Scheduled Software Update InformationView List of Software Update Packages Scheduled Software Updates list reappears Return to the endpoint serial number list and click CloseFor Polycom products » Close the Product Activation screensSchedule the Software Update for Endpoints Fields Description Cancel Software UpdatesClick Schedule Polycom, Inc 211 Polycom CMA System Operations Guide 212 Device Details Device Summary InformationStandard. This device is monitored Device Status Information ISDNPRIT1 RMX , GW/MCU , Other , and TandbergIsdnquadbri IsdnbriCall Information Status will be either Success or Failed Device Alerts InformationProvisioning Details Software Update Details With the device Network Device Menu, Views, and Lists Network Device Management OverviewNetwork Device Types Network Device List in the Monitor View Network Device views is RefreshNetwork Device list has these fields Network Device Types onAvailable for only selected network device types VBP ViewAction Use this action to Available for all device types MCU View DMA ViewPolycom CMA System Operations Guide 226 Go to Network Device MCUs MCU Bridge Management OperationsView Device Details Device Details dialog box for the selected MCU appears Field Description Addresses RMX MCU Field Description MCU Network ServicesMCU Resources Field Description Alerts RMX MCUs only Card Alerts MGC MCUs onlyGo to Network Device MCUs and click Add This topic describes how to add an MCU to a CMA systemAdd an MCU Manually As needed, use the Filter to customize the MCU list Edit an MCU Bridge227. At a minimum, assign the MCU a System Name System Name fieldEnable Cascading Conferences on Polycom MCUs For a Polycom MGC MCU Delete an MCU BridgeView Bridge Hardware View Bridge Ports View Bridge ServicesView Bridge Conferences View Bridge Gateway Conferences View Bridge Meeting RoomsView Bridge Entry Queues 238 Management Operations for Other Network Devices Polycom VBP Management OperationsGo to Network Device VBPs and click Add Add a Polycom VBP DeviceCopy the CMA System Certificate to a Polycom VBP Device Click Restart ApacheDelete a Polycom VBP Device Identify Endpoints Using the Polycom VBP DeviceEdit a Polycom VBP Device Edit a Polycom DMA System Polycom DMA Management OperationsAdd a Polycom DMA System Go to Network Device DMAs and click AddGo to Network Device DMAs Click View DMA Nodes Delete a Polycom DMA SystemView Registered DMA Nodes Polycom CMA System Operations Guide 244 MCU Bridge Device Details MCU H.320 ServicesField Description MCU H.32O Service MCU H.323 Services MCU Gateway Services MCU Resources-Polycom MGC PlatformRefer to the RMX 2000/4000 Administrator’s Guide MCU Resources-Polycom RMX PlatformUsers Users and Groups OverviewOverview of Groups, Users, and User Roles Local UsersGroups Enterprise UsersLocal Groups Enterprise GroupsRoles and Permissions Default CMA System Roles and Permissions Role Permissions CommentUser 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 ResponsibilitiesDevice Administrator Role, Responsibilities, and Menus Auditor Role, Responsibilities, and Menus Administrator Role, Responsibilities, and Menus Customized Roles and ResponsibilitiesDevice Associations and Presence Polycom CMA System Operations Guide 260 Search for a User User Management OperationsManage Users Go to User Users View User InformationYou can view information about a user, local or enterprise Select the user you wantAssociated Roles Add a Local UserAssociated Permissions GroupsBe a minimum of eight characters in length Edit a User View Permissions for a User Delete a UserUnlock 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 GroupImport Enterprise Groups Column Description Group Members Local Users OnlyDelete a Group Manage User RolesEdit a Group Go to User GroupsView the Groups and Users Associated with a User Role  Go to User User Roles Assign Users Roles and EndpointsView the List of User Roles Go to User User Roles Add a User RoleEdit Permissions for a User Role Click Save New user role appears in the CMA systemView Associated Groups and Users dialog box appears Delete a User RoleView the Groups and Users Associated with a User Role Manage System Guest Book User Menu and Guest BookGo to User Guest Book and click Add Guest Context-Sensitive Guest Book ActionsAdd a Guest to the System Guest Book Actions DescriptionAlias@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 GuestAdd a Favorites List Manage FavoritesDelete a Guest from the System Guest Book Click Delete GuestEdit a Favorites List Delete a Favorites ListSystem Reports Site Statistics ReportGo to Reports Site Statistics Site Link Statistics Report Go to Reports Site Link StatisticsCall Detail Records Report Go to Reports H.323 Call Detail RecordsSchedule Weekly Archives of the CDR Report Call Detail Record Report AdministrationModify the CDR Retention Period SSL/TLS Configure these settingsEndpoint Usage Report Go to Reports Endpoint Usage Report Time in Call divided by the Total Calls Seconds Q.850 cause code showing how the call ended Calculated from sample tests done once per minute Conference Type Report Chart that compares the number of scheduled minutes Use the Gatekeeper Message Log page to Gatekeeper Message LogView and Export the Gatekeeper Message Log Go to Reports Gatekeeper Message LogDefine Log Settings Field Description RegistrationClick Yes to confirm the action Clear Events from the LogPause and Restart Logging Gatekeeper Message Log is clearedLog 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 FunctionalityLog Files Related to Gatekeeper Functionality Log Name DescriptionLog Files Related to Device Management Functionality Log Files Related to Web Services Functionality Log Files Related to Presence FunctionalityChange the System Log Level Click Change SettingsView and Export System Log Files Go to Reports System LogsYou can view and download audit log files Download Windows Event Log FilesView and Download Audit Log Files Go to Reports Audit Log FilesClick Backup and Delete Backup and Delete Audit Log FilesYou can backup and delete audit log files CMA System Report Report includes this informationLicense Info CRL Polycom CMA System Operations Guide 306 System Administration Overview Polycom CMA System DashboardDashboard Buttons Endpoints multiple, configurable panesMCU Status multiple, configurable panes Dashboard PanesCmad Need Virtual IP or Secondary Is Down CPUPolycom, 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 toIncluding the enterprise directory, address books, or Global Administration Periods, etc Polycom CMA System Operations Guide 320 Conference Setup Overview Conference TemplatesMGC Field Description General SettingsCommon Settings RMXVideo switching option RMX General Settings Video Switching ModeAuto layout option RMX Video Settings Telepresence mode is On RMX Video SettingsTime Warning feature Presentation Mode , or Lecture View SwitchingMGC Settings Auto People+Content H.239Polycom Visual Concert PC . To show live PC content H264Conference on Port is enabled, the Video Mode must be RMX General Settings RMX Profile SettingsRMX General Settings Advanced Settings Field Description RMX General Settings Conference SettingsSupported MCU General Settings 264 SD 30v7 with MPM+ or MPMxAt the end After last participant quits All At the end When last participant remains OnlyLPR RMX Video Quality People Video DefinitionRMX Video Quality Content Video Definition Video switching VSW option RMX GeneralTo On RMX Video Settings Motion option for Video qualityLecture View Switching option Common Settings Field Description RMX Video SettingsMGC as a Supported MCU General Settings Same layout optionManual RMX Audio SettingsPossible values include Continuous Presence Room continuous presenceField Description RMX Skins RMX Conference IVRField Description RMX Recording Alert Tone feature Conference SettingsBy default, Conference Time Warning is enabled Polycom, Inc 335 Polycom CMA System Operations Guide 336 Conference Setup Operations View the Conference Templates ListEdit a Conference Template Go to Admin Conference TemplatesAdd a Conference Template Disable Conference Time Warning Set Conference SettingsDisable Conference Auto-Launch Go to Admin Conference SettingsAdd Customized Text to E-mail Notifications Go to Admin Server Settings E-mailOverbooking Dial-in Participants Edit Customized Text in E-mail Notifications Delete Customized Text in E-mail NotificationsPolycom CMA System Operations Guide 342 Room Overview and Operations Local and Enterprise Meeting RoomsView the Rooms List  Go to Admin RoomsGo to Admin Rooms Add a Local RoomAssociated Endpoints Add an Enterprise RoomField Description Site Site in which the room is located Edit a Room Delete a RoomHow Areas Work Area Overview and OperationsAreas Overview Area Best Practices Summary View AreasField Description Areas list MembersClick Save Configuration Create Area Administrator RoleEnable, Configure, and Customize Areas Go to Endpoint Monitor View or Network Device Monitor View Add AreasAssign Devices to Areas Click Associate Area Go to Admin Areas and click Manage MembersAssociate Users with Areas Click Assign AreasSelect the user of interest and click the right arrow Change Area Association for UsersDelete an Area Click Unassign AreasPolycom CMA System Operations Guide 354 Directory Operations Directory Management OverviewMultiple Domains Directory Management Supported ConfigurationsMultiple Forests Viable optionsDirectory Operations How Global Catalog Searches Work Understanding Base DN CMA System Service AccountAccounts Required for the CMA System CMA System Computer AccountCharacter Character Name Understanding Exclusion Filters Polycom CMA System and Windows Authentication Directory Management Operations Integrate with Enterprise Directory Server OptionCreate the Polycom CMA System Service Account Create the Polycom CMA System Computer Account For example net user polycomcma$ p@ssw0rdEnable Integration with the Enterprise Directory Server Create the Polycom CMA System Service AccountIt 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 DirectoriesLdap field, select Enabled from the drop-down list On the Directory Ldap Mark the Provision This Page check boxView the Global Address Book Directory Setup OperationsGo to Admin Directories Global Address Book Set or Change the GAB Password User information found in the Global Address Book includesMultiple Address Books Multiple Address Books OverviewHow Multiple Address Books Work Add an Address Book Go to Admin Directories Address BooksView the Address Book List and Details Address Book Tiers Complete the fields in the Add an Address Book dialog boxField Description Address Book Information Edit an Address Book Field Description Address Book Tiers Assign Address Books to Groups Select the address book you want to delete Viewing the Address Book a User is Assigned ToDelete an Address Book Change Address Book Priority Set the Default Address BookClick Update Priority Click Delete Confirmation message appears Click YesGo to Admin Directories Address Books Click Set Default Copy an Address BookSelection Description Polycom CMA System Setup OverviewServer Settings Polycom CMA System Licensing Polycom CMA System Setup Overview Polycom CMA System Site Topology and Dial Plan Set Up Sites List Add/Edit Site Dialog Box Isdn Number Assignment Did Direct Inward Dial . Select this option whenGateway Extension Dialing . Select this option Assignment Method = did Direct Inward DialRouting/Bandwidth Subnets Add/Edit Site Link Dialog Box Site LinksSite-to-Site Exclusions Field Description Territory Info TerritoriesAdd/Edit Territory Dialog Box Associated SitesAdd/Edit Network Cloud Dialog Box Polycom CMA System Gatekeeper FunctionalityNetwork Clouds Field Description Cloud InfoRedundant Gatekeeper Default, Redundant, Alternate, and Neighboring GatekeepersDefault Gatekeeper Neighboring Gatekeeper Device RegistrationAlternate Gatekeeper Allow Registration of Predefined Endpoints Only Routed Mode Routing ModeDirect Mode CMA system has two routing modesPolycom CMA System Integration with Microsoft Outlook Standard Polycom CMA System and Reserved Conferencing400 Endpoint Directory and Directory Settings 402 Go to Admin Server Settings Network Server Setting OperationsEdit the Polycom CMA System Network Settings Go to Admin Server Settings System Time Edit the Polycom CMA System Time SettingsConfigure these settings on the Network page, as necessary Associate Sites with Microsoft Exchange Servers Assign Calendaring Settings to Provisioning Profiles Go to Admin Server Settings Calendaring Management 408 Go to Admin Dial Plan and Sites Sites  Go to Admin Server Settings Licenses View Current Polycom CMA System LicensingRequest a Software Activation Key Code Go to Admin Server Settings LicensesAdd Polycom CMA System Licenses Enter the Polycom CMA System Activation KeyAdd or Remove a Polycom CMA System Custom Logo Go to Admin Server Settings Custom LogosReclaim Polycom CMA Desktop Licenses Default Polycom CMA Desktop Branded Polycom CMA Desktop Add or Remove a Polycom CMA Desktop Custom LogoEdit the Polycom CMA System E-mail Account Polycom CMA System Snmp Snmp Overview416 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 SettingsContextEngineID for SNMPv3 TCP Click Save Snmp SettingsAdd an Snmp Notification Receiver UDPMD5 SHAConfigure these thresholds Configure Alert ThresholdsGo to Admin Alert Settings CMA Alert Threshold Settings Threshold DescriptionDownload Polycom CMA System MIB Package Identified in the Average CPU usage alertName Description Go to Admin Snmp Settings Click Download CMA MIBsCMA MIBs dialog box, select the MIB of interest Change the Snmp Communication Port Database Description Database OperationsOverview of the Polycom CMA System Database External Databases Simple Recovery Model should be enabled for SQL backup modeInternal Databases From Database OperationsDatabase Restoration Integrate a Polycom CMA System to an External Database Copy the CMA System Database Backup FilesError and Usage Report Settings are optional Revert a Polycom CMA System to its Internal DatabaseReformat the Existing Database On the Database page, select Reformat existing databasePolycom CMA System Operations Guide 430 How Redundancy Works Polycom CMA System RedundancyPolycom CMA 5000 System Redundancy Overview 432 Redundant Configuration System Administration Implement a Redundant Polycom CMA 5000 System Go to Admin Server Settings Redundant ConfigurationGo to Admin Server Settings Database Configure the External Database for Redundancy Log into the server and go to Admin Server Settings Database Set the Virtual IP Address for the Redundant SystemLicense a Redundant Polycom CMA System Failover to a Redundant Polycom CMA 5000 System ServerPrimary system restarts Gatekeeper Management Edit the Primary Gatekeeper SettingsGo to Admin Gatekeeper Settings Primary Gatekeeper Primary Gatekeeper Management OperationsGatekeeper Message Log Endpoint Monitor ViewLogs, select System Management Reports Configure Prefixed Based Registration Alternate Gatekeeper Management Operations Go to Admin Gatekeeper Settings Alternate GatekeeperAlternate Gatekeeper Settings include these fields Add an Alternate GatekeeperRemove the Alternate Gatekeeper Edit the Alternate Gatekeeper SettingsNeighboring Gatekeeper Management Operations View Neighboring GatekeepersEdit a Neighboring Gatekeeper Go to Admin Gatekeeper Settings Neighboring GatekeeperAdd a Neighboring Gatekeeper Delete a Neighboring GatekeeperUpdate the Polycom CMA System Software Management & Security OperationsManage Certificates Certificates Accepted by the Polycom CMA SystemPEM Pkcs #7 DERView Certificates and Certificate Details Go to Admin Management and Security Certificate ManagementCertificate Operations Polycom, Inc 449 Create a Certificate Signing Request Click Create Certificate Signing RequestInstall a Certificate Upload a Certificate Revocation List Admin Management and Security Certificate Management Delete a CertificateView the Expiration Dates for Certificates and CRLs Control Remote Desktop Connections to the CMA System Give Enterprise Users Default Scheduler RoleChange the Message for Enterprise Users without a Role Automatic Registration Synchronization Set Common Passwords for Endpoints Disable Common Password for EndpointsSet Local Account Lockout and Timeout Set Local Password RequirementsIs 1 to Add Machine Accounts Change Internal Database Passwords Click Apply Password Changes Select the database user whose password you want to changeClick Change Password Site operations include Dial Plan Setup OperationsSite Operations View the Graphical Site Topology  Go to Admin Dial Plan and Sites Site Topology Go to Admin Dial Plan and Sites Sites View the Sites ListAdd a Site Firewall Settings Field For the endpoint systems at the site being provisionedManual. Then specify a NAT Public WAN Address H323 SettingsSIP Settings Provisioning Settings Quality of Service SettingsSecurity Settings Meeting password cannot include spaces Whitelist Ldap Settings View Site Information Assign Locations to a Site474 Edit Site Settings Edit Site Provisioning SettingsSet Up SIP Delete a SiteEdit SIP URI Data Site Link Operations Site-link operations includeAdd a Site Link Go to Admin Dial Plan and Sites Site-LinksView the Site Links List Edit a Site LinkView the Site-to-Site Exclusion List Site-to-Site ExclusionsDelete a Site Link Site-Linkslist, select the link of interest and click EditDelete 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 ExclusionsView the Territory List Go to Admin Dial Plan and Sites TerritoriesTerritories Add a TerritoryDelete a Territory Go to Admin Dial Plan and Sites Network CloudsNetwork Clouds View the List of Network CloudsResults column Edit a Network CloudDelete a Network Cloud Click Linked SitesConference on Demand Dial Plan Service OperationsThese services can be edited and disabled, but not deleted Field Description Conference on Demand-MCU Properties Default Conference PropertiesSimplified Dialing Gateway Service Field Description For use in simplified dialing Services operations include Field Name Description Go to Admin Dial Plan Services. The Services list appears View the Services ListAdd a Service Go to Admin Dial Plan ServicesClick OK New service is added to the system Edit a ServiceDelete a Service You can make changes to a serviceDial Rule Operations Local Directory ServicesLocal Directory Services or Prefix Range Routing Action Dial String ManipulationWhen the action is Route to a gateway service , this Directory Services , Prefix , and Prefix RangeGateway Services Name or IP AddressParts of a Dial Rule Default Dial RulesSearch the List of Devices and List of Services Pattern TypesRouting Pattern Description Action Type Examples of Custom Dial RulesRouting Actions LCRView 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 systemEdit a Dial Rule Go to Admin Dial Plan Dial RulesLeast-Cost Routing Operations Example of Least-Cost Routing Country Code Area Code Prefix Weighted CostHow Least-Cost Routing Works LCR Tables for Three SitesArea Code Prefix Weighted Cost Call Scenario One Call Scenario TwoDetermining Country Codes Determining the Weighted CostDetermining Area Codes Add a Least Cost Routing Table Go to Admin Dial Plan LCR TablesView the Least Cost Routing Tables List Edit a Least Cost Routing TableImplementation in the CMA System Numbering SchemeDelete a Least Cost Routing Table Alias AssignmentBased on Device Type Specify Number Range No Suffix Numbering Scheme Default SettingsNumbering Scheme Explained A No Suffix506 Based on Devicey Type, available only if shown No PrefixNumber specify Phone NumberGenerating 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 userClick 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 display510 Remote Alert Setup Operations Set Up Remote AlertsSet Up CMA System-generated E-mail Account Enable CMA System Remote AlertsAlert Type Alert indicates Set CMA System Remote Alert Level SettingsGo to Admin Alert Settings CMA Alert Level Settings Subnet bandwidth threshold, which is set at 90% Set Endpoint Alert Level Settings Go to Admin Alert Settings Endpoint Alert Level SettingsAdd 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 ProfileClear Enable Profile Disable a Remote Alert ProfileGo to Admin Alert Settings Remote Alert Profiles Edit a Remote Alert ProfileDisable CMA System Remote Alerts Administrator Responsibilities System Management MaintenanceManagement and Maintenance Overview Administrative Best Practices Auditor ResponsibilitiesRecommended Regular Maintenance Auditor Best PracticesPolycom CMA System Operations Guide 524 System Backup and Recovery Operations Backup Internal Databases and System ConfigurationBackup the CMA System Internal Databases Backup the CMA System SettingsRestore Database and System Configuration Restore to Factory Default ImageClick Restore from Backup Archive Restore from a Backup ArchiveGo to Admin Backup System Settings System Troubleshooting Troubleshooting Utilities Dashboard530 Problem Description Solutions Troubleshooting Specific Types of IssuesRegistration Problems and Solutions Gatekeeper Settings PrimaryPlan and Sites Sites and make sure Admin Gatekeeper Settings Primary GatekeeperCMA Assignment panePoint-to-Point Calling Problems and Solutions Admin Dial Plan and Sites MCU and Gateway Dialing Problems and SolutionsSites Services page. Verify that ServicesGatekeeper Cause Codes Conference On Demand Problems and SolutionsPlan and Sites Services Cause Code Description536 Port Description System Security and Port UsageOpen Inbound Ports on the Polycom CMA System TCP/UDPOutbound Ports Used by the Polycom CMA System System Security and Port Usage Polycom CMA System Operations Guide 540