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Polycom 3725-77601-001H manual System Administration Overview, Polycom CMA System Dashboard

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System Administration Overview

This chapter describes the Polycom® Converged Management Application™ (CMA®) system Dashboard, menu, and actions. It includes these topics:

•Polycom CMA System Dashboard

•Dashboard Buttons

•Dashboard Panes

•System Administration Menu

Polycom CMA System Dashboard

When you log into the CMA system with Administrator role and permissions, the system first displays the system Dashboard. Use the system Dashboard to view information about system health and activity levels.

Note

We recommend that you use a minimum monitor display of 1280 x 1024 pixels to view the system Dashboard.

The system Dashboard displays data in an array of charts, forms, data grids, and other graphical displays. It is supremely customizable. You can modify your system Dashboard layout by moving (select the pane title, hold, drag and drop), minimizing, maximizing, closing, and restoring panes. Also note that your changes to the system Dashboard are persistent not just for a session but between logouts and logins.

Polycom, Inc.

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Polycom 3725-77601-001H manual System Administration Overview, Polycom CMA System Dashboard

Contents

Polycom CMA System Operations Guide Trademark Information Contents Polycom CMA System Conference Scheduling Overview Conference Scheduling OperationsAdd/Schedule a Conference Add/Schedule a New Conference Endpoint Management Overview Advanced Scheduling OperationsConference and Participant Management Operations Conference and Participant DetailsPolycom CMA System Operations Guide Provisioning of LifeSize Passwords Reporting Endpoint and Peripheral Management OperationsEndpoint Provisioning Operations Device Details Endpoint Software Update OperationsManagement Operations for Other Network Devices 239 Provisioning Details Software Update DetailsNetwork Device Management Overview MCU Bridge Management Operations 227MCU Bridge Device Details 245 Users and Groups OverviewUser Management Operations System Administration Overview 307 System Reports 281Polycom CMA System Dashboard 307 Room Overview and Operations 343 Conference Setup Overview 321Conference Setup Operations 337 Conference Templates 321 Conference Settings 334Multiple Address Books Directory Setup OperationsView the Global Address Book Set or Change the GAB Password Directory OperationsServer Setting Operations Polycom CMA System Setup OverviewDatabase Operations Polycom CMA System SnmpPolycom CMA System Redundancy Gatekeeper Management 439Management & Security Operations 445 Dial Plan Setup Operations 463 Xviii System Troubleshooting Remote Alert Setup OperationsSystem Management and Maintenance 521 System Backup and Recovery OperationsSystem Security and Port Usage Polycom CMA System Overview Polycom CMA System Features and CapabilitiesMinimum System Requirements Polycom CMA System ModelsLog Into the Polycom CMA System Working in the Polycom CMA SystemFilter and Search a List Field Input RequirementsSn Givenname Mail Change a PasswordRestart or Shut Down a Polycom CMA System Enter a New PasswordConfirm the new password and click OK Log Out of the Polycom CMA SystemEmergency Shutdown of a Polycom CMA System Polycom CMA System Operations Guide Add DNS SRV Record for Polycom CMA System Services Polycom CMA System ConfigurationConfigure the Connection to an External Enterprise Directory Configure the Connection to the External DatabaseSet Up Video Call Routing Configure RedundancySet Up Automatic Provisioning Set Up Automatic SoftupdateSet Up Conference Templates Set Up a Certificate for the Polycom CMA System Set Up Directory ServicesDistribute Polycom CMA Desktop for Windows Systems Distribute Polycom ApplicationsDistribute Polycom CMA Desktop for MAC OS Systems Polycom CMA System Operations Guide Operating in Maximum Security Environments Maximum Security Mode OverviewSnmp Conference Scheduling in Maximum Security ModeEndpoint Management in Maximum Security Mode Field Network Device Management in Maximum Security ModeScheduler User Management in Maximum Security ModePolycom RMX Systems in Secure Mode AdministratorAction Use this action to Operating in Maximum Security Environments Group Management in Maximum Security Mode Reporting in Maximum Security ModeOperator, and Auditor Backup and Delete audit log files AuditorDownload the System Log Files About Machine Accounts Device Administration in Maximum Security ModeEvergreenroommachine System Administration in Maximum Security ModeConference Templates Admin MenuSoftware Updates Server SettingsProvisioning Profiles On the Enterprise Directory Management and SecuritySession Management Field Description Password Management Field Description Account LockoutAccount Inactivity Backup System Settings Field Description Password ComplexityDial Plan and Sites Network Intrusion Detection in Maximum Security Mode There is no change in the Windows Event Logs function Troubleshooting in Maximum Security ModeTroubleshooting Utilities There is no change in the Database Backup functionService Manages the system’s Comment There is no change in the CMA Licenses functionMssqlserver Report Administration Polycom CMA System Operations Guide Conference Menu Overview General Scheduling Information Polycom CMA System Conference Scheduling OverviewConference Menu and Views Conference Menu OverviewAdd Conference views have these sectionsSection Description RefreshConference Views-Future and Ongoing Conferences may be in the following states Conference StatesAvailable for future, past, and active conferences Context-Sensitive Conference ActionsAction Description Available for future conferences only Available for future and past conferencesGeneral Scheduling Information Scheduling Participants and EndpointsBridge Selection and Cascading Bridge Scheduling and Reassignment Polycom CMA System Conference Scheduling Overview Polycom CMA System Operations Guide These options are discussed in the following topics Conference Scheduling OperationsAdd/Schedule a Conference Add/Schedule a New ConferenceParticipants and Rooms list Click Add Guest Configure these fields in the Add Guest dialog box1001@11.12.13.14 Not available when Use Modified Dial Number If the guest has a SIP IP endpoint, configure these settingsParticipants and Rooms list Copy an Existing Conference Go to Conference Future Edit a ConferenceEdit 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 onAdvanced Scheduling Operations Edit Conference SettingsChairperson feature Setting DescriptionDial-In+Dial-Out When Enable Chairperson is selectedSetting Description People and Content VO. This Polycom proprietary People +Content H.329. This enables the industryApplication Sharing. Allows two or more Select a Bridge for a Conference Create a Cascaded Conference Across Multiple BridgesClick Manual Cascade Add Link dialog box, select the Link Type Conference and Participant Management Operations Manage an Active ConferenceGo to Conference Ongoing Isdn Use these conference actions as neededUse these participant actions as needed New Conference Participants list Add Additional Participants to an Active ConferenceClick Close Add a Room to an Active ConferenceParticipants list From the Conference Actions list, click Add RoomView the Video of a Participant in an Active Conference Join an Active ConferenceClick Join Conference From the Conference Actions list, click Add Favorites Add/Save a Participant to a Favorites ListManage a Participant’s Endpoint During a Conference View a Participant’s Details During a Conference PVX , MGC , RMX , GW/MCU , Other , and Tandberg GDSDelete a Conference Terminate an Active ConferencePolycom CMA System Operations Guide Conference Details section has these fields Conference and Participant DetailsConference Image Conference DetailsCIF Svga Qcif XGA 4CIF Ntsc 16CIF VGAAuto Conference FeaturesConference Features section has these fields Mode is NoneMCU Bridge MCU FeaturesParticipants List Participants section has these fieldsIVR Participant Details section has these fields Participant DetailsParticipant Settings dialog box has these fields Participant SettingsSIP URI Endpoint Menu, Views, and Lists Endpoint Management OverviewMonitor View Endpoint List in the Monitor ViewEndpoint views is Refresh Endpoint Types on Endpoint list in this view has these fieldsAction Use this action to Available for all endpoint types Tandberg , iPower , and OtherActions in the Monitor View SIPPeripherals List in the Peripherals View Peripherals ViewPeripherals list in this view has these fields Actions in the Peripheral ViewBundled Provisioning View Endpoint List in the Bundled Provisioning ViewView list RealPresence Group Series -Displays just Automatic Provisioning ViewActions in the Bundled Provisioning View Endpoint List in the Automatic Provisioning ViewUse the Scheduled Provisioning View to Scheduled Provisioning ViewActions in the Automatic Provisioning View Endpoint List in the Scheduled Provisioning ViewViewstation Actions in the Scheduled Provisioning ViewTandberg C-Series VSX SeriesEndpoint List in the Automatic Software Update View Automatic Software Update ViewActions in the Automatic Software Update View Endpoint List in the Scheduled Software Update View Scheduled Software Update ViewScheduled Software Update View Actions PVX Endpoint TypesTandberg 150 MXP VconVtel Endpoint Configuration/Provisioning Provisioning Best Practices Bundled ProvisioningFor more information, see How Bundled Provisioning Works Automatic ProvisioningHow Automatic Provisioning Works Csv file Automatic Provisioning ProfilesHome Screen Settings SettingsField For the endpoint systems being provisioned Calendaring Settings Call SettingsAudio Settings CMA Desktop SettingsURL VVX SettingsScheduled Provisioning Profile Order and PriorityHow Scheduled Provisioning Works FX/EX Scheduled Provisioning ProfilesViewStation QDX Series General Settings Home Screen Settings Home Screen Settings ViewStation QDX Series General Settings Security General Settings Date and Time AM/PMGMT Video Network IP Network Gatekeeper Video Network IP Network Call PreferencesVideo Network IP Network Gateway Number Video Network IP Network Quality of Service SettingsNAT Video Network IP Network Firewall SettingsVideo Network Isdn BRI Protocol NAT Public WAN AddressFX/EX Applies to Monitor 3 Options Cameras Video Quality Cameras Camera SettingsDVD Cameras CamerasViewStation QDX Series Video/Camera Cameras LAN Properties LAN Properties Obtain IP Address Automatically Select ifEnter IP Address Manually Select if the IP Global Services Directory Servers Global Services Dialing Rules To Auto on the Place a Call screenLAN/H.323 Global Directory GDS Preferred Alias Global Services Account Validation Global Services My InformationVideo Network IP Network Gateway Setup Endpoint Gatekeeper Registration Policies Automatic Software Update Profiles Endpoint Software UpdatesAutomatic Software Updates How Automatic Software Update WorksAutomatic Software Update Versions Peripheral Software Updates Scheduled Software UpdatesConsiderations for Third-Party Endpoints Endpoint PasswordsEnabling Management of LifeSize Endpoints Enable Tandberg Endpoints Global Address Book AccessScheduled Provisioning of Selected Tandberg Endpoints MonitoringProvisioned for supported Tandberg Models?Field Name Models Series 990/880/770 T150 140 Polycom, Inc 141 142 Polycom, Inc 143 144 Polycom, Inc 145 Spid Isdn HLC Isdn MSN 148 Polycom, Inc 149 150 Polycom, Inc 151 152 RTP MTU 154 Polycom, Inc 155 OSD Field Name Team Calls Scheduled Provisioning of LifeSize EndpointsProvisioned for Selected LifeSizeTelepresence Video Settings Video ControlVideo Settings Video Quality Field Name TeamNetwork NAT Security PasswordsSecurity General Network GeneralCommunications General Field Name Team Network Reserved PortsNetwork Network Qos Network LifeSize TransitCommunications SIP Communications H.323Directory Ldap Field Name Team System GeneralSystem Identification Directory Auto DiscoveryAppearance Display Diagnostics CamerasDiagnostics DVD-I Input Appearance LayoutReporting Provisioning of LifeSize PasswordsEndpoint Management Operations Endpoint and Peripheral Management OperationsView Device Details Go to Endpoint Monitor ViewField Description Identification Http URL AddressesURL, Transport Address, and Unknown Call Info Sites CapabilitiesCall Info Call Details System Alerts Add an Endpoint or Find an Endpoint on the NetworkGo to Endpoint Monitor View and click Add Call Info Video FeedClick Find Device Enter the IP Address of the endpointSite based upon IP address URL , Transport Address , and Unknown Edit an Endpoint Delete an Endpoint View an Endpoint’s Video Feed Clear an Endpoint Help RequestTandberg Reboot an Endpoint Send a Message to an EndpointAssociate a User with an Endpoint Click View Peripherals Search for Endpoints in a Range of IP AddressesView Peripherals Go to Endpoint Monitor View and click Search DevicesPeripheral View Operations Delete PeripheralDisplay Applications Polycom CMA System Operations Guide 180 Go to Endpoint Bundled Provisioning Endpoint Provisioning OperationsBundled Provisioning Operations View the Provisioning Bundle ListDownload a Provisioning Bundle Delete a Provisioning BundleGo to Endpoint Bundled Provisioning Click Download Go to Endpoint Automatic Provisioning Automatic Provisioning OperationsView the Automatic Provisioning List and Details Add an Automatic Provisioning ProfileProvisioning Profiles list Click Update Profile OrderEdit an Automatic Provisioning Profile Automatic Provisioning Profiles page, click AddClone an Automatic Provisioning Profile Delete an Automatic Provisioning ProfileProfiles list Go to Endpoint Scheduled Provisioning Scheduled Provisioning OperationsView the Scheduled Provisioning List and Details Add a Scheduled Provisioning ProfileClone a Scheduled Provisioning Profile Edit a Scheduled Provisioning ProfileClick Schedule Scheduled Provisioning View reappears Delete a Scheduled Provisioning ProfileSchedule an Endpoint for Provisioning Click ProvisionClick Clear Status Cancel a Scheduled ProvisioningCheck the Status of a Scheduled Provisioning Clear the Status of Scheduled ProvisioningClick Cancel Provision For automatic software update, it includes these topics Endpoint Software Update OperationsAutomatic Software Update Operations View Automatic Software Update InformationGo to Admin Software Updates Automatic Software Updates View Automatic Software Update PackagesImplement Automatic Software Updates for Endpoints Set Maintenance Window for Automatic Software UpdatesAutomatic Software Updates list reappears List the Serial Numbers for the Endpoints to be UpdatedDownload the Required Software Package Request Update Activation KeysSelect the tab for the endpoint type of interest Upload the Software Package and Create a Software UpdateClick Upload Software Update Select Product ActivationSet an Automatic Software Update Policy Trial a Software Update Package Set up testing. Complete these tasksCreate a Local Trial Group Promote the Trial Software Update Package to Production Delete the Trial Software Update Package View and Implement Software Updates for PeripheralsView Software Updates for Peripherals From the Production URLBoth the Production URL and the Trial Field Description Configure Platform Upload Peripheral Software Updates to the CMA Web ServerConfigure Peripheral Updates for Production Click Configure ProductionClick Configure Application Configure ApplicationBoth the Production URL and the Trial URL Click Configure Trial Configure Peripheral Updates for TrialFor scheduled software update, it includes these topics Scheduled Software Update OperationsView Scheduled Software Update Information View List of Software Update PackagesImplement Scheduled Software Updates for Endpoints Return to the endpoint serial number list and click Close Scheduled Software Updates list reappears» Close the Product Activation screens For Polycom productsSchedule the Software Update for Endpoints Cancel Software Updates Click ScheduleFields Description Polycom, Inc 211 Polycom CMA System Operations Guide 212 Device Summary Information Device DetailsStandard. This device is monitored Device Status Information Isdnbri RMX , GW/MCU , Other , and TandbergIsdnquadbri ISDNPRIT1Call Information Device Alerts Information Provisioning DetailsStatus will be either Success or Failed Software Update Details With the device Network Device Management Overview Network Device TypesNetwork Device Menu, Views, and Lists Network Device views is Refresh Network Device List in the Monitor ViewNetwork Device Types on Network Device list has these fieldsVBP View Action Use this action to Available for all device typesAvailable for only selected network device types DMA View MCU ViewPolycom CMA System Operations Guide 226 MCU Bridge Management Operations View Device DetailsGo to Network Device MCUs Device Details dialog box for the selected MCU appears Field Description Addresses Field Description MCU Network Services MCU ResourcesRMX MCU Card Alerts MGC MCUs only Field Description Alerts RMX MCUs onlyThis topic describes how to add an MCU to a CMA system Add an MCU ManuallyGo to Network Device MCUs and click Add System Name field Edit an MCU Bridge227. At a minimum, assign the MCU a System Name As needed, use the Filter to customize the MCU listEnable Cascading Conferences on Polycom MCUs Delete an MCU Bridge View Bridge HardwareFor a Polycom MGC MCU View Bridge Services View Bridge ConferencesView Bridge Ports View Bridge Meeting Rooms View Bridge Entry QueuesView Bridge Gateway Conferences 238 Polycom VBP Management Operations Management Operations for Other Network DevicesClick Restart Apache Add a Polycom VBP DeviceCopy the CMA System Certificate to a Polycom VBP Device Go to Network Device VBPs and click AddIdentify Endpoints Using the Polycom VBP Device Edit a Polycom VBP DeviceDelete a Polycom VBP Device Go to Network Device DMAs and click Add Polycom DMA Management OperationsAdd a Polycom DMA System Edit a Polycom DMA SystemDelete a Polycom DMA System View Registered DMA NodesGo to Network Device DMAs Click View DMA Nodes Polycom CMA System Operations Guide 244 MCU H.320 Services Field Description MCU H.32O ServiceMCU Bridge Device Details MCU H.323 Services MCU Resources-Polycom MGC Platform MCU Gateway ServicesMCU Resources-Polycom RMX Platform Refer to the RMX 2000/4000 Administrator’s GuideLocal Users Users and Groups OverviewOverview of Groups, Users, and User Roles UsersEnterprise Users GroupsEnterprise Groups Local GroupsRoles and Permissions Role Permissions Comment Default CMA System Roles and PermissionsUser Name Remote Server Software Version Font Size Role Responsibilities CMA system offers three different default Scheduler rolesScheduler Roles, Responsibilities, and Menus Operator Role, Responsibilities, and MenusDevice Administrator Role, Responsibilities, and Menus Auditor Role, Responsibilities, and Menus Customized Roles and Responsibilities Administrator Role, Responsibilities, and MenusDevice Associations and Presence Polycom CMA System Operations Guide 260 User Management Operations Manage UsersSearch for a User Select the user you want View User InformationYou can view information about a user, local or enterprise Go to User UsersGroups Add a Local UserAssociated Permissions Associated RolesBe a minimum of eight characters in length Edit a User Delete a User View Permissions for a UserUnlock a User Account Go to User Groups Groups page, click Add Local Group CMA system, only users assigned the Administrator role canManage Groups Add a Local GroupColumn Description Group Members Local Users Only Import Enterprise GroupsGo to User Groups Manage User RolesEdit a Group Delete a GroupView the Groups and Users Associated with a User Role Assign Users Roles and Endpoints View the List of User Roles Go to User User Roles Click Save New user role appears in the CMA system Add a User RoleEdit Permissions for a User Role Go to User User RolesDelete a User Role View the Groups and Users Associated with a User RoleView Associated Groups and Users dialog box appears User Menu and Guest Book Manage System Guest BookActions Description Context-Sensitive Guest Book ActionsAdd a Guest to the System Guest Book Go to User Guest Book and click Add GuestAlias@IP , for example Click Edit Guest Not available when Use Modified Dial Number isEdit a Guest in the System Guest Book Go to User Guest Book and select the guest of interestClick Delete Guest Manage FavoritesDelete a Guest from the System Guest Book Add a Favorites ListDelete a Favorites List Edit a Favorites ListSite Statistics Report System ReportsGo to Reports Site Statistics Go to Reports Site Link Statistics Site Link Statistics ReportGo to Reports H.323 Call Detail Records Call Detail Records ReportCall Detail Record Report Administration Modify the CDR Retention PeriodSchedule Weekly Archives of the CDR Report Configure these settings Endpoint Usage ReportSSL/TLS Go to Reports Endpoint Usage Report Time in Call divided by the Total Calls Seconds Q.850 cause code showing how the call ended Calculated from sample tests done once per minute Conference Type Report Chart that compares the number of scheduled minutes Go to Reports Gatekeeper Message Log Gatekeeper Message LogView and Export the Gatekeeper Message Log Use the Gatekeeper Message Log page toField Description Registration Define Log SettingsGatekeeper Message Log is cleared Clear Events from the LogPause and Restart Logging Click Yes to confirm the actionLog Files Related to Global Address Book Functionality Log File Related to Dial Plan FunctionalityLog File Related to External Database Functionality Log Files Related to Scheduling FunctionalityLog Name Description Log Files Related to Device Management FunctionalityLog Files Related to Gatekeeper Functionality Log Files Related to Presence Functionality Log Files Related to Web Services FunctionalityGo to Reports System Logs Click Change SettingsView and Export System Log Files Change the System Log LevelGo to Reports Audit Log Files Download Windows Event Log FilesView and Download Audit Log Files You can view and download audit log filesBackup and Delete Audit Log Files You can backup and delete audit log filesClick Backup and Delete Report includes this information CMA System ReportLicense Info CRL Polycom CMA System Operations Guide 306 Polycom CMA System Dashboard System Administration OverviewDashboard Panes Endpoints multiple, configurable panesMCU Status multiple, configurable panes Dashboard ButtonsCmad CPU Need Virtual IP or Secondary Is DownPolycom, 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 MenuIncluding the enterprise directory, address books, or Global Administration Periods, etc Polycom CMA System Operations Guide 320 Conference Templates Conference Setup OverviewRMX Field Description General SettingsCommon Settings MGCTelepresence mode is On RMX Video Settings Video Switching ModeAuto layout option RMX Video Settings Video switching option RMX General SettingsPresentation Mode , or Lecture View Switching MGC SettingsTime Warning feature H264 People+Content H.239Polycom Visual Concert PC . To show live PC content AutoRMX General Settings RMX Profile Settings Conference on Port is enabled, the Video Mode must be264 SD 30v7 with MPM+ or MPMx Field Description RMX General Settings Conference SettingsSupported MCU General Settings RMX General Settings Advanced SettingsRMX Video Quality People Video Definition At the end When last participant remains OnlyLPR At the end After last participant quits AllMotion option for Video quality Video switching VSW option RMX GeneralTo On RMX Video Settings RMX Video Quality Content Video DefinitionSame layout option Field Description RMX Video SettingsMGC as a Supported MCU General Settings Lecture View Switching option Common SettingsContinuous Presence Room continuous presence RMX Audio SettingsPossible values include ManualRMX Conference IVR Field Description RMX SkinsField Description RMX Recording Conference Settings By default, Conference Time Warning is enabledAlert Tone feature Polycom, Inc 335 Polycom CMA System Operations Guide 336 View the Conference Templates List Conference Setup OperationsGo to Admin Conference Templates Add a Conference TemplateEdit a Conference Template Go to Admin Conference Settings Set Conference SettingsDisable Conference Auto-Launch Disable Conference Time WarningGo to Admin Server Settings E-mail Overbooking Dial-in ParticipantsAdd Customized Text to E-mail Notifications Delete Customized Text in E-mail Notifications Edit Customized Text in E-mail NotificationsPolycom CMA System Operations Guide 342 Local and Enterprise Meeting Rooms Room Overview and OperationsAdd a Local Room  Go to Admin RoomsGo to Admin Rooms View the Rooms ListAdd an Enterprise Room Field Description Site Site in which the room is locatedAssociated Endpoints Delete a Room Edit a RoomArea Overview and Operations Areas OverviewHow Areas Work Area Best Practices Members View AreasField Description Areas list SummaryCreate Area Administrator Role Enable, Configure, and Customize AreasClick Save Configuration Add Areas Assign Devices to AreasGo to Endpoint Monitor View or Network Device Monitor View Click Assign Areas Go to Admin Areas and click Manage MembersAssociate Users with Areas Click Associate AreaClick Unassign Areas Change Area Association for UsersDelete an Area Select the user of interest and click the right arrowPolycom CMA System Operations Guide 354 Directory Management Overview Directory OperationsViable options Directory Management Supported ConfigurationsMultiple Forests Multiple DomainsDirectory Operations How Global Catalog Searches Work CMA System Computer Account CMA System Service AccountAccounts Required for the CMA System Understanding Base DNCharacter Character Name Understanding Exclusion Filters Polycom CMA System and Windows Authentication Integrate with Enterprise Directory Server Option Directory Management OperationsCreate the Polycom CMA System Service Account For example net user polycomcma$ p@ssw0rd Create the Polycom CMA System Computer AccountCreate the Polycom CMA System Service Account Enable Integration with the Enterprise Directory ServerIt 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 DirectoryOn the Directory Ldap Mark the Provision This Page check box Ldap field, select Enabled from the drop-down listDirectory Setup Operations Go to Admin Directories Global Address BookView the Global Address Book User information found in the Global Address Book includes Set or Change the GAB PasswordMultiple Address Books Overview Multiple Address BooksHow Multiple Address Books Work Go to Admin Directories Address Books View the Address Book List and DetailsAdd an Address Book Complete the fields in the Add an Address Book dialog box Field Description Address Book InformationAddress Book Tiers Edit an Address Book Field Description Address Book Tiers Assign Address Books to Groups Viewing the Address Book a User is Assigned To Delete an Address BookSelect the address book you want to delete Click Delete Confirmation message appears Click Yes Set the Default Address BookClick Update Priority Change Address Book PriorityCopy an Address Book Go to Admin Directories Address Books Click Set DefaultPolycom CMA System Setup Overview Server SettingsSelection Description Polycom CMA System Licensing Polycom CMA System Setup Overview Polycom CMA System Site Topology and Dial Plan Set Up Sites List Add/Edit Site Dialog Box Assignment Method = did Direct Inward Dial Did Direct Inward Dial . Select this option whenGateway Extension Dialing . Select this option Isdn Number AssignmentRouting/Bandwidth Subnets Site Links Site-to-Site ExclusionsAdd/Edit Site Link Dialog Box Associated Sites TerritoriesAdd/Edit Territory Dialog Box Field Description Territory InfoField Description Cloud Info Polycom CMA System Gatekeeper FunctionalityNetwork Clouds Add/Edit Network Cloud Dialog BoxDefault, Redundant, Alternate, and Neighboring Gatekeepers Default GatekeeperRedundant Gatekeeper Device Registration Alternate GatekeeperNeighboring Gatekeeper Allow Registration of Predefined Endpoints Only CMA system has two routing modes Routing ModeDirect Mode Routed ModeStandard Polycom CMA System and Reserved Conferencing Polycom CMA System Integration with Microsoft Outlook400 Endpoint Directory and Directory Settings 402 Server Setting Operations Edit the Polycom CMA System Network SettingsGo to Admin Server Settings Network Edit the Polycom CMA System Time Settings Configure these settings on the Network page, as necessaryGo to Admin Server Settings System Time Associate Sites with Microsoft Exchange Servers Assign Calendaring Settings to Provisioning Profiles Go to Admin Server Settings Calendaring Management 408 Go to Admin Dial Plan and Sites Sites View Current Polycom CMA System Licensing  Go to Admin Server Settings LicensesEnter the Polycom CMA System Activation Key Go to Admin Server Settings LicensesAdd Polycom CMA System Licenses Request a Software Activation Key CodeGo to Admin Server Settings Custom Logos Reclaim Polycom CMA Desktop LicensesAdd or Remove a Polycom CMA System Custom Logo Add or Remove a Polycom CMA Desktop Custom Logo Default Polycom CMA Desktop Branded Polycom CMA DesktopEdit the Polycom CMA System E-mail Account Snmp Overview Polycom CMA System Snmp416 Go to Admin Snmp Settings Enable Snmp MessagingEdit the Snmp Settings for a Polycom CMA System To enable Snmp messaging you must perform the two tasksContextEngineID for SNMPv3 UDP Click Save Snmp SettingsAdd an Snmp Notification Receiver TCPSHA MD5Threshold Description Configure Alert ThresholdsGo to Admin Alert Settings CMA Alert Threshold Settings Configure these thresholdsIdentified in the Average CPU usage alert Download Polycom CMA System MIB PackageGo to Admin Snmp Settings Click Download CMA MIBs CMA MIBs dialog box, select the MIB of interestName Description Change the Snmp Communication Port Database Operations Overview of the Polycom CMA System DatabaseDatabase Description Simple Recovery Model should be enabled for SQL backup mode Internal DatabasesExternal Databases Database Operations Database RestorationFrom Revert a Polycom CMA System to its Internal Database Copy the CMA System Database Backup FilesError and Usage Report Settings are optional Integrate a Polycom CMA System to an External DatabaseOn the Database page, select Reformat existing database Reformat the Existing DatabasePolycom CMA System Operations Guide 430 Polycom CMA System Redundancy Polycom CMA 5000 System Redundancy OverviewHow Redundancy Works 432 Redundant Configuration System Administration Go to Admin Server Settings Redundant Configuration Go to Admin Server Settings DatabaseImplement a Redundant Polycom CMA 5000 System Configure the External Database for Redundancy Set the Virtual IP Address for the Redundant System Log into the server and go to Admin Server Settings DatabaseFailover to a Redundant Polycom CMA 5000 System Server License a Redundant Polycom CMA SystemPrimary system restarts Primary Gatekeeper Management Operations Edit the Primary Gatekeeper SettingsGo to Admin Gatekeeper Settings Primary Gatekeeper Gatekeeper ManagementEndpoint Monitor View Logs, select System Management ReportsGatekeeper Message Log Configure Prefixed Based Registration Add an Alternate Gatekeeper Go to Admin Gatekeeper Settings Alternate GatekeeperAlternate Gatekeeper Settings include these fields Alternate Gatekeeper Management OperationsView Neighboring Gatekeepers Edit the Alternate Gatekeeper SettingsNeighboring Gatekeeper Management Operations Remove the Alternate GatekeeperDelete a Neighboring Gatekeeper Go to Admin Gatekeeper Settings Neighboring GatekeeperAdd a Neighboring Gatekeeper Edit a Neighboring GatekeeperManagement & Security Operations Update the Polycom CMA System SoftwareCertificates Accepted by the Polycom CMA System Manage CertificatesDER PEM Pkcs #7Go to Admin Management and Security Certificate Management Certificate OperationsView Certificates and Certificate Details Polycom, Inc 449 Click Create Certificate Signing Request Create a Certificate Signing RequestInstall a Certificate Upload a Certificate Revocation List Delete a Certificate Admin Management and Security Certificate ManagementView the Expiration Dates for Certificates and CRLs Give Enterprise Users Default Scheduler Role Change the Message for Enterprise Users without a RoleControl Remote Desktop Connections to the CMA System Automatic Registration Synchronization Disable Common Password for Endpoints Set Common Passwords for EndpointsSet Local Password Requirements Set Local Account Lockout and TimeoutIs 1 to Add Machine Accounts Change Internal Database Passwords Select the database user whose password you want to change Click Change PasswordClick Apply Password Changes Dial Plan Setup Operations Site OperationsSite operations include View the Sites List  Go to Admin Dial Plan and Sites Site Topology Go to Admin Dial Plan and Sites Sites View the Graphical Site TopologyAdd a Site Field For the endpoint systems at the site being provisioned Firewall SettingsH323 Settings SIP SettingsManual. Then specify a NAT Public WAN Address Quality of Service Settings Provisioning SettingsSecurity Settings Meeting password cannot include spaces Whitelist Ldap Settings Assign Locations to a Site View Site Information474 Edit Site Provisioning Settings Edit Site SettingsDelete a Site Set Up SIPEdit SIP URI Data Site-link operations include Site Link OperationsEdit a Site Link Go to Admin Dial Plan and Sites Site-LinksView the Site Links List Add a Site LinkSite-Linkslist, select the link of interest and click Edit Site-to-Site ExclusionsDelete a Site Link View the Site-to-Site Exclusion ListGo to Dial Plan and Sites Site-to-Site Exclusions Add a Site-to-Site ExclusionEdit a Site-to-Site Exclusion Delete a Site-to-Site ExclusionAdd a Territory Go to Admin Dial Plan and Sites TerritoriesTerritories View the Territory ListView the List of Network Clouds Go to Admin Dial Plan and Sites Network CloudsNetwork Clouds Delete a TerritoryClick Linked Sites Edit a Network CloudDelete a Network Cloud Results columnDial Plan Service Operations These services can be edited and disabled, but not deletedConference on Demand Default Conference Properties Simplified DialingField Description Conference on Demand-MCU Properties Gateway Service Field Description For use in simplified dialing Field Name Description Services operations includeGo to Admin Dial Plan Services View the Services ListAdd a Service  Go to Admin Dial Plan Services. The Services list appearsYou can make changes to a service Edit a ServiceDelete a Service Click OK New service is added to the systemRouting Action Dial String Manipulation Local Directory ServicesLocal Directory Services or Prefix Range Dial Rule OperationsName or IP Address Directory Services , Prefix , and Prefix RangeGateway Services When the action is Route to a gateway service , thisPattern Types Default Dial RulesSearch the List of Devices and List of Services Parts of a Dial RuleLCR Examples of Custom Dial RulesRouting Actions Routing Pattern Description Action TypeView the Dial Rules List Click OK New dial rule is added to the system Enable or Disable Dialing RulesYou can enable or disable dial rules Add a Dial RuleGo to Admin Dial Plan Dial Rules Least-Cost Routing OperationsEdit a Dial Rule LCR Tables for Three Sites Country Code Area Code Prefix Weighted CostHow Least-Cost Routing Works Example of Least-Cost RoutingArea Code Prefix Weighted Cost Call Scenario Two Call Scenario OneDetermining the Weighted Cost Determining Area CodesDetermining Country Codes Edit a Least Cost Routing Table Go to Admin Dial Plan LCR TablesView the Least Cost Routing Tables List Add a Least Cost Routing TableAlias Assignment Numbering SchemeDelete a Least Cost Routing Table Implementation in the CMA SystemA No Suffix Numbering Scheme Default SettingsNumbering Scheme Explained Based on Device Type Specify Number Range No Suffix506 Phone Number No PrefixNumber specify Based on Devicey Type, available only if shownHighlight a specific user Setting-up an E.164 Alias in a User Dial String ReservationGo to Admin Dial Plan and Sites E.164 Numbering Scheme Generating E.164 AliasesClick on Add. The Add User dialog will display Setting-up an E.164 Alias in a Room Dial String ReservationClick on Edit. The Edit User dialog will display Click on Dial String Reservations510 Set Up Remote Alerts Remote Alert Setup OperationsEnable CMA System Remote Alerts Set Up CMA System-generated E-mail AccountSet CMA System Remote Alert Level Settings Go to Admin Alert Settings CMA Alert Level SettingsAlert Type Alert indicates Subnet bandwidth threshold, which is set at 90% Go to Admin Alert Settings Endpoint Alert Level Settings Set Endpoint Alert Level SettingsAdd 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 UserEdit a Remote Alert Profile Disable a Remote Alert ProfileGo to Admin Alert Settings Remote Alert Profiles Clear Enable ProfileDisable CMA System Remote Alerts System Management Maintenance Management and Maintenance OverviewAdministrator Responsibilities Auditor Responsibilities Administrative Best PracticesAuditor Best Practices Recommended Regular MaintenancePolycom CMA System Operations Guide 524 Backup Internal Databases and System Configuration System Backup and Recovery OperationsBackup the CMA System Settings Backup the CMA System Internal DatabasesRestore to Factory Default Image Restore Database and System ConfigurationRestore from a Backup Archive Go to Admin Backup System SettingsClick Restore from Backup Archive Troubleshooting Utilities Dashboard System Troubleshooting530 Gatekeeper Settings Primary Troubleshooting Specific Types of IssuesRegistration Problems and Solutions Problem Description SolutionsAssignment pane Admin Gatekeeper Settings Primary GatekeeperCMA Plan and Sites Sites and make surePoint-to-Point Calling Problems and Solutions Services MCU and Gateway Dialing Problems and SolutionsSites Services page. Verify that Admin Dial Plan and SitesCause Code Description Conference On Demand Problems and SolutionsPlan and Sites Services Gatekeeper Cause Codes536 TCP/UDP System Security and Port UsageOpen Inbound Ports on the Polycom CMA System Port DescriptionOutbound Ports Used by the Polycom CMA System System Security and Port Usage Polycom CMA System Operations Guide 540