Polycom 3725-77601-001H manual Area Best Practices

Polycom CMA System Operations Guide

Areas also limit access to directory entries. For example, a user associated with

Area1 will not see a user associated with Area2 in the directory. However, the

Area1 user can call the Area2 user with the correct H.323 address.

To implement areas, complete the following tasks

1Enable, Configure, and Customize Areas

As a best practice, create an Area Administrator role. Assign that role to the people you want to administer devices in areas but not the CMA system itself.

2Enable, Configure, and Customize Areas

A CMA system user with System Setup permissions can configure areas. When configuring areas, you can also change the term (both singular and plural) used to describe areas. For example, if you plan to limit users’ access to devices based on their department, you may want to label this function Departments. If you plan to limit users’ access to devices based on their line of business, you may want to label this function Line of Business.

3Add Areas

A CMA system user with System Setup permissions can add areas. Adding areas includes naming the area, assigning devices to the area, and associating users with the area.

4Assign Devices to Areas

A CMA system user with Associate Devices to Areas permissions can assign an area when adding or editing an endpoint or network device. To assign multiple devices to an area, you can use the Assign Area action on the Monitor View page. A device can only be assigned to one area. Only administrators associated with All Areas can assign a device with no area assignment to an area.

5Associate Users with Areas

A CMA system user with Assign CMA Users to Areas permissions can associate users with one or more areas when adding or editing users. To associate multiple users with areas, you can use the Assign Areas action on the User > Users page. Users can be associated with multiple areas.

Note that only users that have a CMA system role can be associated with areas.

Area Best Practices

Plan your area strategy with the following in mind:

•After you start assigning endpoints to areas, you must associate users with areas. The setting of None does not let users see endpoints assigned to an area.

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