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Polycom 3725-77601-001H manual Polycom CMA System Operations Guide 336

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Polycom CMA System Operations Guide

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Polycom 3725-77601-001H manual Polycom CMA System Operations Guide 336

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 Advanced Scheduling Operations Conference and Participant Management OperationsConference and Participant Details Endpoint Management OverviewPolycom CMA System Operations Guide Endpoint Provisioning Operations Provisioning of LifeSize Passwords ReportingEndpoint and Peripheral Management Operations Endpoint Software Update Operations Device DetailsProvisioning Details Software Update Details Network Device Management OverviewMCU Bridge Management Operations 227 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 Setup Overview 321 Conference Setup Operations 337Conference Templates 321 Conference Settings 334 Room Overview and Operations 343Directory Setup Operations View the Global Address Book Set or Change the GAB PasswordDirectory Operations 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 Remote Alert Setup Operations System Management and Maintenance 521System Backup and Recovery Operations 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 MailEnter a New Password Confirm the new password and click OKLog Out of the Polycom CMA System 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 FieldUser Management in Maximum Security Mode Polycom RMX Systems in Secure ModeAdministrator 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 Troubleshooting in Maximum Security Mode Troubleshooting UtilitiesThere is no change in the Database Backup function 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 ViewsConference views have these sections Section DescriptionRefresh AddConference Views-Future and Ongoing Conference States Conferences may be in the following statesContext-Sensitive Conference Actions Action Description Available for future conferences onlyAvailable for future and past conferences 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 Conference Scheduling Operations Add/Schedule a ConferenceAdd/Schedule a New 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 listAdd a Room to an Active Conference Participants listFrom the Conference Actions list, click Add Room 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 and Participant Details Conference ImageConference Details Conference Details section has these fieldsVGA CIF Svga Qcif XGA 4CIF Ntsc 16CIFConference Features Conference Features section has these fieldsMode is None 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 onTandberg , iPower , and Other Actions in the Monitor ViewSIP 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 Automatic Provisioning View Actions in the Bundled Provisioning ViewEndpoint List in the Automatic Provisioning View RealPresence Group Series -Displays justScheduled Provisioning View Actions in the Automatic Provisioning ViewEndpoint List in the Scheduled Provisioning View Use the Scheduled Provisioning View toActions in the Scheduled Provisioning View Tandberg C-SeriesVSX 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 Call Settings Audio SettingsCMA Desktop 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 Camera Settings DVDCameras Cameras 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 Endpoint Software Updates Automatic Software UpdatesHow Automatic Software Update Works 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 Scheduled Provisioning of LifeSize Endpoints Provisioned forSelected LifeSize Field Name Team CallsVideo Settings Video Control Video Settings Video QualityField Name Team TelepresenceSecurity Passwords Security GeneralNetwork General Network NATField Name Team Network Reserved Ports Network Network QosNetwork LifeSize Transit Communications GeneralCommunications H.323 Communications SIPField Name Team System General System IdentificationDirectory Auto Discovery Directory LdapDiagnostics Cameras Diagnostics DVD-I InputAppearance Layout 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 Add an Endpoint or Find an Endpoint on the Network Go to Endpoint Monitor View and click AddCall Info Video Feed 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 Search for Endpoints in a Range of IP Addresses View PeripheralsGo to Endpoint Monitor View and click Search Devices Click View PeripheralsDisplay Applications Peripheral View OperationsDelete Peripheral Polycom CMA System Operations Guide 180 Endpoint Provisioning Operations Bundled Provisioning OperationsView the Provisioning Bundle List Go to Endpoint Bundled ProvisioningGo to Endpoint Bundled Provisioning Click Download Download a Provisioning BundleDelete a Provisioning Bundle Automatic Provisioning Operations View the Automatic Provisioning List and DetailsAdd an Automatic Provisioning Profile Go to Endpoint Automatic ProvisioningClick Update Profile Order Edit an Automatic Provisioning ProfileAutomatic Provisioning Profiles page, click Add Provisioning Profiles listProfiles list Clone an Automatic Provisioning ProfileDelete an Automatic Provisioning Profile Scheduled Provisioning Operations View the Scheduled Provisioning List and DetailsAdd a Scheduled Provisioning Profile Go to Endpoint Scheduled ProvisioningEdit a Scheduled Provisioning Profile Clone a Scheduled Provisioning ProfileDelete a Scheduled Provisioning Profile Schedule an Endpoint for ProvisioningClick Provision Click Schedule Scheduled Provisioning View reappearsCancel a Scheduled Provisioning Check the Status of a Scheduled ProvisioningClear the Status of Scheduled Provisioning Click Clear StatusClick Cancel Provision Endpoint Software Update Operations Automatic Software Update OperationsView Automatic Software Update Information 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 PackageUpload the Software Package and Create a Software Update Click Upload Software UpdateSelect Product Activation 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 Upload Peripheral Software Updates to the CMA Web Server Configure Peripheral Updates for ProductionClick Configure 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 RMX , GW/MCU , Other , and Tandberg IsdnquadbriISDNPRIT1 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 Edit an MCU Bridge 227. At a minimum, assign the MCU a System NameAs needed, use the Filter to customize the MCU list System Name 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 OperationsAdd a Polycom VBP Device Copy the CMA System Certificate to a Polycom VBP DeviceGo to Network Device VBPs and click Add Click Restart ApacheDelete a Polycom VBP Device Identify Endpoints Using the Polycom VBP DeviceEdit a Polycom VBP Device Polycom DMA Management Operations Add a Polycom DMA SystemEdit 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 and Groups Overview Overview of Groups, Users, and User RolesUsers 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 CMA system offers three different default Scheduler roles Scheduler Roles, Responsibilities, and MenusOperator Role, 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 View User Information You can view information about a user, local or enterpriseGo to User Users Select the user you wantAdd a Local User Associated PermissionsAssociated Roles GroupsBe a minimum of eight characters in length Edit a User View Permissions for a User Delete a UserUnlock a User Account CMA system, only users assigned the Administrator role can Manage GroupsAdd a Local Group Go to User Groups Groups page, click Add Local GroupImport Enterprise Groups Column Description Group Members Local Users OnlyManage User Roles Edit a GroupDelete 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 Add a User Role Edit Permissions for a User RoleGo to User User Roles 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 BookContext-Sensitive Guest Book Actions Add a Guest to the System Guest BookGo to User Guest Book and click Add Guest Actions DescriptionAlias@IP , for example Not available when Use Modified Dial Number is Edit a Guest in the System Guest BookGo to User Guest Book and select the guest of interest Click Edit GuestManage Favorites Delete a Guest from the System Guest BookAdd a Favorites List 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 Gatekeeper Message Log View and Export the Gatekeeper Message LogUse the Gatekeeper Message Log page to Go to Reports Gatekeeper Message LogDefine Log Settings Field Description RegistrationClear Events from the Log Pause and Restart LoggingClick Yes to confirm the action Gatekeeper Message Log is clearedLog File Related to Dial Plan Functionality Log File Related to External Database FunctionalityLog Files Related to Scheduling Functionality Log Files Related to Global Address Book 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 FunctionalityClick Change Settings View and Export System Log FilesChange the System Log Level Go to Reports System LogsDownload Windows Event Log Files View and Download Audit Log FilesYou can view 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 DashboardEndpoints multiple, configurable panes MCU Status multiple, configurable panesDashboard Buttons 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 TemplatesField Description General Settings Common SettingsMGC RMXVideo Switching Mode Auto layout option RMX Video SettingsVideo switching option RMX General Settings Telepresence mode is On RMX Video SettingsTime Warning feature Presentation Mode , or Lecture View SwitchingMGC Settings People+Content H.239 Polycom Visual Concert PC . To show live PC contentAuto H264Conference on Port is enabled, the Video Mode must be RMX General Settings RMX Profile SettingsField Description RMX General Settings Conference Settings Supported MCU General SettingsRMX General Settings Advanced Settings 264 SD 30v7 with MPM+ or MPMxAt the end When last participant remains Only LPRAt the end After last participant quits All RMX Video Quality People Video DefinitionVideo switching VSW option RMX General To On RMX Video SettingsRMX Video Quality Content Video Definition Motion option for Video qualityField Description RMX Video Settings MGC as a Supported MCU General SettingsLecture View Switching option Common Settings Same layout optionRMX Audio Settings Possible values includeManual 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 Set Conference Settings Disable Conference Auto-LaunchDisable Conference Time Warning 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 Rooms Go to Admin Rooms Go to Admin RoomsView the Rooms List 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 View Areas Field Description Areas listSummary 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 Go to Admin Areas and click Manage Members Associate Users with AreasClick Associate Area Click Assign AreasChange Area Association for Users Delete an AreaSelect the user of interest and click the right arrow Click Unassign AreasPolycom CMA System Operations Guide 354 Directory Operations Directory Management OverviewDirectory Management Supported Configurations Multiple ForestsMultiple Domains Viable optionsDirectory Operations How Global Catalog Searches Work CMA System Service Account Accounts Required for the CMA SystemUnderstanding Base DN 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 Set the Default Address Book Click Update PriorityChange Address Book 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 Did Direct Inward Dial . Select this option when Gateway Extension Dialing . Select this optionIsdn Number Assignment Assignment Method = did Direct Inward DialRouting/Bandwidth Subnets Add/Edit Site Link Dialog Box Site LinksSite-to-Site Exclusions Territories Add/Edit Territory Dialog BoxField Description Territory Info Associated SitesPolycom CMA System Gatekeeper Functionality Network CloudsAdd/Edit Network Cloud Dialog Box Field Description Cloud InfoRedundant Gatekeeper Default, Redundant, Alternate, and Neighboring GatekeepersDefault Gatekeeper Neighboring Gatekeeper Device RegistrationAlternate Gatekeeper Allow Registration of Predefined Endpoints Only Routing Mode Direct ModeRouted 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 LicensingGo to Admin Server Settings Licenses Add Polycom CMA System LicensesRequest a Software Activation Key Code 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 Enable Snmp Messaging Edit the Snmp Settings for a Polycom CMA SystemTo enable Snmp messaging you must perform the two tasks Go to Admin Snmp SettingsContextEngineID for SNMPv3 Click Save Snmp Settings Add an Snmp Notification ReceiverTCP UDPMD5 SHAConfigure Alert Thresholds Go to Admin Alert Settings CMA Alert Threshold SettingsConfigure these thresholds 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 Copy the CMA System Database Backup Files Error and Usage Report Settings are optionalIntegrate a Polycom CMA System to an External Database Revert a Polycom CMA System to its Internal 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 Edit the Primary Gatekeeper Settings Go to Admin Gatekeeper Settings Primary GatekeeperGatekeeper Management Primary Gatekeeper Management OperationsGatekeeper Message Log Endpoint Monitor ViewLogs, select System Management Reports Configure Prefixed Based Registration Go to Admin Gatekeeper Settings Alternate Gatekeeper Alternate Gatekeeper Settings include these fieldsAlternate Gatekeeper Management Operations Add an Alternate GatekeeperEdit the Alternate Gatekeeper Settings Neighboring Gatekeeper Management OperationsRemove the Alternate Gatekeeper View Neighboring GatekeepersGo to Admin Gatekeeper Settings Neighboring Gatekeeper Add a Neighboring GatekeeperEdit 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  Go to Admin Dial Plan and Sites Site Topology  Go to Admin Dial Plan and Sites SitesView the Graphical Site Topology 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 includeGo to Admin Dial Plan and Sites Site-Links View the Site Links ListAdd a Site Link Edit a Site LinkSite-to-Site Exclusions Delete a Site LinkView the Site-to-Site Exclusion List Site-Linkslist, select the link of interest and click EditAdd a Site-to-Site Exclusion Edit a Site-to-Site ExclusionDelete a Site-to-Site Exclusion Go to Dial Plan and Sites Site-to-Site ExclusionsGo to Admin Dial Plan and Sites Territories TerritoriesView the Territory List Add a TerritoryGo to Admin Dial Plan and Sites Network Clouds Network CloudsDelete a Territory View the List of Network CloudsEdit a Network Cloud Delete a Network CloudResults column 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 DescriptionView the Services List Add a Service Go to Admin Dial Plan Services. The Services list appears Go to Admin Dial Plan ServicesEdit a Service Delete a ServiceClick OK New service is added to the system You can make changes to a serviceLocal Directory Services Local Directory Services or Prefix RangeDial Rule Operations Routing Action Dial String ManipulationDirectory Services , Prefix , and Prefix Range Gateway ServicesWhen the action is Route to a gateway service , this Name or IP AddressDefault Dial Rules Search the List of Devices and List of ServicesParts of a Dial Rule Pattern TypesExamples of Custom Dial Rules Routing ActionsRouting Pattern Description Action Type LCRView the Dial Rules List Enable or Disable Dialing Rules You can enable or disable dial rulesAdd a Dial Rule Click OK New dial rule is added to the systemEdit a Dial Rule Go to Admin Dial Plan Dial RulesLeast-Cost Routing Operations Country Code Area Code Prefix Weighted Cost How Least-Cost Routing WorksExample of Least-Cost Routing LCR Tables for Three SitesArea Code Prefix Weighted Cost Call Scenario One Call Scenario TwoDetermining Country Codes Determining the Weighted CostDetermining Area Codes Go to Admin Dial Plan LCR Tables View the Least Cost Routing Tables ListAdd a Least Cost Routing Table Edit a Least Cost Routing TableNumbering Scheme Delete a Least Cost Routing TableImplementation in the CMA System Alias AssignmentNumbering Scheme Default Settings Numbering Scheme ExplainedBased on Device Type Specify Number Range No Suffix A No Suffix506 No Prefix Number specifyBased on Devicey Type, available only if shown Phone NumberSetting-up an E.164 Alias in a User Dial String Reservation Go to Admin Dial Plan and Sites E.164 Numbering SchemeGenerating E.164 Aliases Highlight a specific userSetting-up an E.164 Alias in a Room Dial String Reservation Click on Edit. The Edit User dialog will displayClick on Dial String Reservations Click on Add. The Add User dialog will 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 ProfileDisable a Remote Alert Profile Go to Admin Alert Settings Remote Alert ProfilesClear Enable Profile 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 Troubleshooting Specific Types of Issues Registration Problems and SolutionsProblem Description Solutions Gatekeeper Settings PrimaryAdmin Gatekeeper Settings Primary Gatekeeper CMAPlan and Sites Sites and make sure Assignment panePoint-to-Point Calling Problems and Solutions MCU and Gateway Dialing Problems and Solutions Sites Services page. Verify thatAdmin Dial Plan and Sites ServicesConference On Demand Problems and Solutions Plan and Sites ServicesGatekeeper Cause Codes Cause Code Description536 System Security and Port Usage Open Inbound Ports on the Polycom CMA SystemPort Description TCP/UDPOutbound Ports Used by the Polycom CMA System System Security and Port Usage Polycom CMA System Operations Guide 540