Polycom CMA System Operations Guide
Trademark Information
Contents
Conference Scheduling Operations
Polycom CMA System Conference Scheduling Overview
Add/Schedule a Conference Add/Schedule a New Conference
Conference and Participant Details
Advanced Scheduling Operations
Conference and Participant Management Operations
Endpoint Management Overview
Polycom CMA System Operations Guide
Endpoint and Peripheral Management Operations
Provisioning of LifeSize Passwords Reporting
Endpoint Provisioning Operations
Endpoint Software Update Operations
Device Details
MCU Bridge Management Operations 227
Provisioning Details Software Update Details
Network Device Management Overview
Management Operations for Other Network Devices 239
Users and Groups Overview
MCU Bridge Device Details 245
User Management Operations
System Reports 281
System Administration Overview 307
Polycom CMA System Dashboard 307
Conference Templates 321 Conference Settings 334
Conference Setup Overview 321
Conference Setup Operations 337
Room Overview and Operations 343
Directory Operations
Directory Setup Operations
View the Global Address Book Set or Change the GAB Password
Multiple Address Books
Polycom CMA System Setup Overview
Server Setting Operations
Polycom CMA System Snmp
Database Operations
Gatekeeper Management 439
Polycom CMA System Redundancy
Management & Security Operations 445
Dial Plan Setup Operations 463
Xviii
System Backup and Recovery Operations
Remote Alert Setup Operations
System Management and Maintenance 521
System Troubleshooting
System Security and Port Usage
Polycom CMA System Features and Capabilities
Polycom CMA System Overview
Polycom CMA System Models
Minimum System Requirements
Working in the Polycom CMA System
Log Into the Polycom CMA System
Field Input Requirements
Filter and Search a List
Change a Password
Sn Givenname Mail
Log Out of the Polycom CMA System
Enter a New Password
Confirm the new password and click OK
Restart or Shut Down a Polycom CMA System
Emergency Shutdown of a Polycom CMA System
Polycom CMA System Operations Guide
Polycom CMA System Configuration
Add DNS SRV Record for Polycom CMA System Services
Configure the Connection to the External Database
Configure the Connection to an External Enterprise Directory
Configure Redundancy
Set Up Video Call Routing
Set Up Automatic Softupdate
Set Up Automatic Provisioning
Set Up Conference Templates
Set Up Directory Services
Set Up a Certificate for the Polycom CMA System
Distribute Polycom Applications
Distribute Polycom CMA Desktop for Windows Systems
Distribute Polycom CMA Desktop for MAC OS Systems
Polycom CMA System Operations Guide
Maximum Security Mode Overview
Operating in Maximum Security Environments
Conference Scheduling in Maximum Security Mode
Snmp
Endpoint Management in Maximum Security Mode
Network Device Management in Maximum Security Mode
Field
Administrator
User Management in Maximum Security Mode
Polycom RMX Systems in Secure Mode
Scheduler
Action Use this action to
Operating in Maximum Security Environments
Reporting in Maximum Security Mode
Group Management in Maximum Security Mode
Operator, and Auditor
Auditor
Backup and Delete audit log files
Download the System Log Files
Device Administration in Maximum Security Mode
About Machine Accounts
System Administration in Maximum Security Mode
Evergreenroommachine
Admin Menu
Conference Templates
Server Settings
Software Updates
Provisioning Profiles
Management and Security
On the Enterprise Directory
Session Management
Field Description Account Lockout
Field Description Password Management
Account Inactivity
Field Description Password Complexity
Backup System Settings
Dial Plan and Sites
Network Intrusion Detection in Maximum Security Mode
There is no change in the Database Backup function
Troubleshooting in Maximum Security Mode
Troubleshooting Utilities
There is no change in the Windows Event Logs function
There is no change in the CMA Licenses function
Service Manages the system’s Comment
Mssqlserver
Report Administration
Polycom CMA System Operations Guide
Polycom CMA System Conference Scheduling Overview
Conference Menu Overview General Scheduling Information
Conference Menu Overview
Conference Menu and Views
Refresh
Conference views have these sections
Section Description
Add
Conference Views-Future and Ongoing
Conference States
Conferences may be in the following states
Available for future and past conferences
Context-Sensitive Conference Actions
Action Description Available for future conferences only
Available for future, past, and active conferences
Scheduling Participants and Endpoints
General Scheduling Information
Bridge Selection and Cascading
Bridge Scheduling and Reassignment
Polycom CMA System Conference Scheduling Overview
Polycom CMA System Operations Guide
Add/Schedule a New Conference
Conference Scheduling Operations
Add/Schedule a Conference
These options are discussed in the following topics
Participants and Rooms list
Configure these fields in the Add Guest dialog box
Click Add Guest
1001@11.12.13.14
If the guest has a SIP IP endpoint, configure these settings
Not available when Use Modified Dial Number
Participants and Rooms list
Copy an Existing Conference
Edit a Conference
Go to Conference Future
Edit 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 list
Edit Conference Settings
Advanced Scheduling Operations
Setting Description
Chairperson feature
When Enable Chairperson is selected
Dial-In+Dial-Out
Setting Description
People +Content H.329. This enables the industry
People and Content VO. This Polycom proprietary
Application Sharing. Allows two or more
Create a Cascaded Conference Across Multiple Bridges
Select a Bridge for a Conference
Click Manual Cascade
Add Link dialog box, select the Link Type
Manage an Active Conference
Conference and Participant Management Operations
Go to Conference Ongoing
Use these conference actions as needed
Isdn
Use these participant actions as needed
Add Additional Participants to an Active Conference
New Conference Participants list
From the Conference Actions list, click Add Room
Add a Room to an Active Conference
Participants list
Click Close
Join an Active Conference
View the Video of a Participant in an Active Conference
Click Join Conference
Add/Save a Participant to a Favorites List
From the Conference Actions list, click Add Favorites
Manage a Participant’s Endpoint During a Conference
View a Participant’s Details During a Conference
GDS
PVX , MGC , RMX , GW/MCU , Other , and Tandberg
Terminate an Active Conference
Delete a Conference
Polycom CMA System Operations Guide
Conference Details
Conference and Participant Details
Conference Image
Conference Details section has these fields
VGA
CIF Svga Qcif XGA 4CIF Ntsc 16CIF
Mode is None
Conference Features
Conference Features section has these fields
Auto
Bridge MCU Features
MCU
Participants section has these fields
Participants List
IVR
Participant Details
Participant Details section has these fields
Participant Settings
Participant Settings dialog box has these fields
SIP URI
Endpoint Management Overview
Endpoint Menu, Views, and Lists
Endpoint List in the Monitor View
Monitor View
Endpoint views is Refresh
Endpoint list in this view has these fields
Endpoint Types on
SIP
Tandberg , iPower , and Other
Actions in the Monitor View
Action Use this action to Available for all endpoint types
Peripherals View
Peripherals List in the Peripherals View
Actions in the Peripheral View
Peripherals list in this view has these fields
Endpoint List in the Bundled Provisioning View
Bundled Provisioning View
View list
Endpoint List in the Automatic Provisioning View
Automatic Provisioning View
Actions in the Bundled Provisioning View
RealPresence Group Series -Displays just
Endpoint List in the Scheduled Provisioning View
Scheduled Provisioning View
Actions in the Automatic Provisioning View
Use the Scheduled Provisioning View to
VSX Series
Actions in the Scheduled Provisioning View
Tandberg C-Series
Viewstation
Automatic Software Update View
Endpoint List in the Automatic Software Update View
Actions in the Automatic Software Update View
Scheduled Software Update View
Endpoint List in the Scheduled Software Update View
Scheduled Software Update View Actions
Endpoint Types
PVX
Vcon
Tandberg 150 MXP
Vtel
Endpoint Configuration/Provisioning
Bundled Provisioning
Provisioning Best Practices
For more information, see
Automatic Provisioning
How Bundled Provisioning Works
How Automatic Provisioning Works
Automatic Provisioning Profiles
Csv file
Settings
Home Screen Settings
Field For the endpoint systems being provisioned
CMA Desktop Settings
Call Settings
Audio Settings
Calendaring Settings
VVX Settings
URL
Profile Order and Priority
Scheduled Provisioning
How Scheduled Provisioning Works
Scheduled Provisioning Profiles
FX/EX
ViewStation QDX Series
General Settings Home Screen Settings Home Screen Settings
ViewStation QDX Series General Settings Security
AM/PM
General Settings Date and Time
GMT
Video Network IP Network Call Preferences
Video Network IP Network Gatekeeper
Video Network IP Network Quality of Service Settings
Video Network IP Network Gateway Number
Video Network IP Network Firewall Settings
NAT
NAT Public WAN Address
Video Network Isdn BRI Protocol
FX/EX
Applies to
Monitor 3 Options
Cameras Cameras
Cameras Camera Settings
DVD
Cameras Video Quality
ViewStation QDX Series Video/Camera Cameras
Obtain IP Address Automatically Select if
LAN Properties LAN Properties
Enter IP Address Manually Select if the IP
Global Services Directory Servers
To Auto on the Place a Call screen
Global Services Dialing Rules
LAN/H.323 Global Directory GDS Preferred Alias
Global Services My Information
Global Services Account Validation
Video Network IP Network Gateway Setup
Endpoint Gatekeeper Registration Policies
How Automatic Software Update Works
Endpoint Software Updates
Automatic Software Updates
Automatic Software Update Profiles
Automatic Software Update Versions
Scheduled Software Updates
Peripheral Software Updates
Endpoint Passwords
Considerations for Third-Party Endpoints
Enable Tandberg Endpoints Global Address Book Access
Enabling Management of LifeSize Endpoints
Monitoring
Scheduled Provisioning of Selected Tandberg Endpoints
Models?
Provisioned for supported Tandberg
Field Name Models Series 990/880/770 T150
140
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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 Endpoints
Provisioned for
Field Name Team Calls
Field Name Team
Video Settings Video Control
Video Settings Video Quality
Telepresence
Network General
Security Passwords
Security General
Network NAT
Network LifeSize Transit
Field Name Team Network Reserved Ports
Network Network Qos
Communications General
Communications H.323
Communications SIP
Directory Auto Discovery
Field Name Team System General
System Identification
Directory Ldap
Appearance Layout
Diagnostics Cameras
Diagnostics DVD-I Input
Appearance Display
Provisioning of LifeSize Passwords
Reporting
Endpoint and Peripheral Management Operations
Endpoint Management Operations
Go to Endpoint Monitor View
View Device Details
Field Description Identification
Addresses
Http URL
URL, Transport Address, and Unknown
Capabilities
Call Info Sites
Call Info Call Details
Call Info Video Feed
Add an Endpoint or Find an Endpoint on the Network
Go to Endpoint Monitor View and click Add
System Alerts
Enter the IP Address of the endpoint
Click Find Device
Site based upon IP address
URL , Transport Address , and Unknown
Edit an Endpoint
Delete an Endpoint
Clear an Endpoint Help Request
View an Endpoint’s Video Feed
Tandberg
Send a Message to an Endpoint
Reboot an Endpoint
Associate a User with an Endpoint
Go to Endpoint Monitor View and click Search Devices
Search for Endpoints in a Range of IP Addresses
View Peripherals
Click View Peripherals
Delete Peripheral
Peripheral View Operations
Display Applications
Polycom CMA System Operations Guide 180
View the Provisioning Bundle List
Endpoint Provisioning Operations
Bundled Provisioning Operations
Go to Endpoint Bundled Provisioning
Delete a Provisioning Bundle
Download a Provisioning Bundle
Go to Endpoint Bundled Provisioning Click Download
Add an Automatic Provisioning Profile
Automatic Provisioning Operations
View the Automatic Provisioning List and Details
Go to Endpoint Automatic Provisioning
Automatic Provisioning Profiles page, click Add
Click Update Profile Order
Edit an Automatic Provisioning Profile
Provisioning Profiles list
Delete an Automatic Provisioning Profile
Clone an Automatic Provisioning Profile
Profiles list
Add a Scheduled Provisioning Profile
Scheduled Provisioning Operations
View the Scheduled Provisioning List and Details
Go to Endpoint Scheduled Provisioning
Edit a Scheduled Provisioning Profile
Clone a Scheduled Provisioning Profile
Click Provision
Delete a Scheduled Provisioning Profile
Schedule an Endpoint for Provisioning
Click Schedule Scheduled Provisioning View reappears
Clear the Status of Scheduled Provisioning
Cancel a Scheduled Provisioning
Check the Status of a Scheduled Provisioning
Click Clear Status
Click Cancel Provision
View Automatic Software Update Information
Endpoint Software Update Operations
Automatic Software Update Operations
For automatic software update, it includes these topics
View Automatic Software Update Packages
Go to Admin Software Updates Automatic Software Updates
Set Maintenance Window for Automatic Software Updates
Implement Automatic Software Updates for Endpoints
List the Serial Numbers for the Endpoints to be Updated
Automatic Software Updates list reappears
Request Update Activation Keys
Download the Required Software Package
Select Product Activation
Upload the Software Package and Create a Software Update
Click Upload Software Update
Select the tab for the endpoint type of interest
Set an Automatic Software Update Policy
Set up testing. Complete these tasks
Trial a Software Update Package
Create a Local Trial Group
Promote the Trial Software Update Package to Production
View and Implement Software Updates for Peripherals
Delete the Trial Software Update Package
From the Production URL
View Software Updates for Peripherals
Both the Production URL and the Trial
Click Configure Production
Upload Peripheral Software Updates to the CMA Web Server
Configure Peripheral Updates for Production
Field Description Configure Platform
Configure Application
Click Configure Application
Both the Production URL and the Trial URL
Configure Peripheral Updates for Trial
Click Configure Trial
Scheduled Software Update Operations
For scheduled software update, it includes these topics
View List of Software Update Packages
View Scheduled Software Update Information
Implement Scheduled Software Updates for Endpoints
Scheduled Software Updates list reappears
Return to the endpoint serial number list and click Close
For Polycom products
» Close the Product Activation screens
Schedule the Software Update for Endpoints
Click Schedule
Cancel Software Updates
Fields Description
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Polycom CMA System Operations Guide 212
Device Details
Device Summary Information
Standard. This device is monitored
Device Status Information
ISDNPRIT1
RMX , GW/MCU , Other , and Tandberg
Isdnquadbri
Isdnbri
Call Information
Provisioning Details
Device Alerts Information
Status will be either Success or Failed
Software Update Details
With the device
Network Device Types
Network Device Management Overview
Network Device Menu, Views, and Lists
Network Device List in the Monitor View
Network Device views is Refresh
Network Device list has these fields
Network Device Types on
Action Use this action to Available for all device types
VBP View
Available for only selected network device types
MCU View
DMA View
Polycom CMA System Operations Guide 226
View Device Details
MCU Bridge Management Operations
Go to Network Device MCUs
Device Details dialog box for the selected MCU appears
Field Description Addresses
MCU Resources
Field Description MCU Network Services
RMX MCU
Field Description Alerts RMX MCUs only
Card Alerts MGC MCUs only
Add an MCU Manually
This topic describes how to add an MCU to a CMA system
Go to Network Device MCUs and click Add
As needed, use the Filter to customize the MCU list
Edit an MCU Bridge
227. At a minimum, assign the MCU a System Name
System Name field
Enable Cascading Conferences on Polycom MCUs
View Bridge Hardware
Delete an MCU Bridge
For a Polycom MGC MCU
View Bridge Conferences
View Bridge Services
View Bridge Ports
View Bridge Entry Queues
View Bridge Meeting Rooms
View Bridge Gateway Conferences
238
Management Operations for Other Network Devices
Polycom VBP Management Operations
Go to Network Device VBPs and click Add
Add a Polycom VBP Device
Copy the CMA System Certificate to a Polycom VBP Device
Click Restart Apache
Edit a Polycom VBP Device
Identify Endpoints Using the Polycom VBP Device
Delete a Polycom VBP Device
Edit a Polycom DMA System
Polycom DMA Management Operations
Add a Polycom DMA System
Go to Network Device DMAs and click Add
View Registered DMA Nodes
Delete a Polycom DMA System
Go to Network Device DMAs Click View DMA Nodes
Polycom CMA System Operations Guide 244
Field Description MCU H.32O Service
MCU H.320 Services
MCU Bridge Device Details
MCU H.323 Services
MCU Gateway Services
MCU Resources-Polycom MGC Platform
Refer to the RMX 2000/4000 Administrator’s Guide
MCU Resources-Polycom RMX Platform
Users
Users and Groups Overview
Overview of Groups, Users, and User Roles
Local Users
Groups
Enterprise Users
Local Groups
Enterprise Groups
Roles and Permissions
Default CMA System Roles and Permissions
Role Permissions Comment
User Name Remote Server Software Version Font Size
Operator Role, Responsibilities, and Menus
CMA system offers three different default Scheduler roles
Scheduler Roles, Responsibilities, and Menus
Role Responsibilities
Device Administrator Role, Responsibilities, and Menus
Auditor Role, Responsibilities, and Menus
Administrator Role, Responsibilities, and Menus
Customized Roles and Responsibilities
Device Associations and Presence
Polycom CMA System Operations Guide 260
Manage Users
User Management Operations
Search for a User
Go to User Users
View User Information
You can view information about a user, local or enterprise
Select the user you want
Associated Roles
Add a Local User
Associated Permissions
Groups
Be a minimum of eight characters in length
Edit a User
View Permissions for a User
Delete a User
Unlock a User Account
Add a Local Group
CMA system, only users assigned the Administrator role can
Manage Groups
Go to User Groups Groups page, click Add Local Group
Import Enterprise Groups
Column Description Group Members Local Users Only
Delete a Group
Manage User Roles
Edit a Group
Go to User Groups
View the Groups and Users Associated with a User Role
View the List of User Roles
Assign Users Roles and Endpoints
Go to User User Roles
Go to User User Roles
Add a User Role
Edit Permissions for a User Role
Click Save New user role appears in the CMA system
View the Groups and Users Associated with a User Role
Delete a User Role
View Associated Groups and Users dialog box appears
Manage System Guest Book
User Menu and Guest Book
Go to User Guest Book and click Add Guest
Context-Sensitive Guest Book Actions
Add a Guest to the System Guest Book
Actions Description
Alias@IP , for example
Go to User Guest Book and select the guest of interest
Not available when Use Modified Dial Number is
Edit a Guest in the System Guest Book
Click Edit Guest
Add a Favorites List
Manage Favorites
Delete a Guest from the System Guest Book
Click Delete Guest
Edit a Favorites List
Delete a Favorites List
System Reports
Site Statistics Report
Go to Reports Site Statistics
Site Link Statistics Report
Go to Reports Site Link Statistics
Call Detail Records Report
Go to Reports H.323 Call Detail Records
Modify the CDR Retention Period
Call Detail Record Report Administration
Schedule Weekly Archives of the CDR Report
Endpoint Usage Report
Configure these settings
SSL/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
Use the Gatekeeper Message Log page to
Gatekeeper Message Log
View and Export the Gatekeeper Message Log
Go to Reports Gatekeeper Message Log
Define Log Settings
Field Description Registration
Click Yes to confirm the action
Clear Events from the Log
Pause and Restart Logging
Gatekeeper Message Log is cleared
Log Files Related to Scheduling Functionality
Log File Related to Dial Plan Functionality
Log File Related to External Database Functionality
Log Files Related to Global Address Book Functionality
Log Files Related to Device Management Functionality
Log Name Description
Log Files Related to Gatekeeper Functionality
Log Files Related to Web Services Functionality
Log Files Related to Presence Functionality
Change the System Log Level
Click Change Settings
View and Export System Log Files
Go to Reports System Logs
You can view and download audit log files
Download Windows Event Log Files
View and Download Audit Log Files
Go to Reports Audit Log Files
You can backup and delete audit log files
Backup and Delete Audit Log Files
Click Backup and Delete
CMA System Report
Report includes this information
License Info
CRL
Polycom CMA System Operations Guide 306
System Administration Overview
Polycom CMA System Dashboard
Dashboard Buttons
Endpoints multiple, configurable panes
MCU Status multiple, configurable panes
Dashboard Panes
Cmad
Need Virtual IP or Secondary Is Down
CPU
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Gatekeepers
Pre-call Status
Today’s Adhoc Conferences
Conference Status
Failed AD Login Attempts pane displays
System Administration Menu
Selection Use this selection to
Including the enterprise directory, address books, or Global
Administration Periods, etc
Polycom CMA System Operations Guide 320
Conference Setup Overview
Conference Templates
MGC
Field Description General Settings
Common Settings
RMX
Video switching option RMX General Settings
Video Switching Mode
Auto layout option RMX Video Settings
Telepresence mode is On RMX Video Settings
MGC Settings
Presentation Mode , or Lecture View Switching
Time Warning feature
Auto
People+Content H.239
Polycom Visual Concert PC . To show live PC content
H264
Conference on Port is enabled, the Video Mode must be
RMX General Settings RMX Profile Settings
RMX General Settings Advanced Settings
Field Description RMX General Settings Conference Settings
Supported MCU General Settings
264 SD 30v7 with MPM+ or MPMx
At the end After last participant quits All
At the end When last participant remains Only
LPR
RMX Video Quality People Video Definition
RMX Video Quality Content Video Definition
Video switching VSW option RMX General
To On RMX Video Settings
Motion option for Video quality
Lecture View Switching option Common Settings
Field Description RMX Video Settings
MGC as a Supported MCU General Settings
Same layout option
Manual
RMX Audio Settings
Possible values include
Continuous Presence Room continuous presence
Field Description RMX Skins
RMX Conference IVR
Field Description RMX Recording
By default, Conference Time Warning is enabled
Conference Settings
Alert Tone feature
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Polycom CMA System Operations Guide 336
Conference Setup Operations
View the Conference Templates List
Add a Conference Template
Go to Admin Conference Templates
Edit a Conference Template
Disable Conference Time Warning
Set Conference Settings
Disable Conference Auto-Launch
Go to Admin Conference Settings
Overbooking Dial-in Participants
Go to Admin Server Settings E-mail
Add Customized Text to E-mail Notifications
Edit Customized Text in E-mail Notifications
Delete Customized Text in E-mail Notifications
Polycom CMA System Operations Guide 342
Room Overview and Operations
Local and Enterprise Meeting Rooms
View the Rooms List
Go to Admin Rooms
Go to Admin Rooms
Add a Local Room
Field Description Site Site in which the room is located
Add an Enterprise Room
Associated Endpoints
Edit a Room
Delete a Room
Areas Overview
Area Overview and Operations
How Areas Work
Area Best Practices
Summary
View Areas
Field Description Areas list
Members
Enable, Configure, and Customize Areas
Create Area Administrator Role
Click Save Configuration
Assign Devices to Areas
Add Areas
Go to Endpoint Monitor View or Network Device Monitor View
Click Associate Area
Go to Admin Areas and click Manage Members
Associate Users with Areas
Click Assign Areas
Select the user of interest and click the right arrow
Change Area Association for Users
Delete an Area
Click Unassign Areas
Polycom CMA System Operations Guide 354
Directory Operations
Directory Management Overview
Multiple Domains
Directory Management Supported Configurations
Multiple Forests
Viable options
Directory Operations
How Global Catalog Searches Work
Understanding Base DN
CMA System Service Account
Accounts Required for the CMA System
CMA System Computer Account
Character Character Name
Understanding Exclusion Filters
Polycom CMA System and Windows Authentication
Directory Management Operations
Integrate with Enterprise Directory Server Option
Create the Polycom CMA System Service Account
Create the Polycom CMA System Computer Account
For example net user polycomcma$ p@ssw0rd
Enable Integration with the Enterprise Directory Server
Create the Polycom CMA System Service Account
It 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 Directories
Ldap field, select Enabled from the drop-down list
On the Directory Ldap Mark the Provision This Page check box
Go to Admin Directories Global Address Book
Directory Setup Operations
View the Global Address Book
Set or Change the GAB Password
User information found in the Global Address Book includes
Multiple Address Books
Multiple Address Books Overview
How Multiple Address Books Work
View the Address Book List and Details
Go to Admin Directories Address Books
Add an Address Book
Field Description Address Book Information
Complete the fields in the Add an Address Book dialog box
Address Book Tiers
Edit an Address Book
Field Description Address Book Tiers
Assign Address Books to Groups
Delete an Address Book
Viewing the Address Book a User is Assigned To
Select the address book you want to delete
Change Address Book Priority
Set the Default Address Book
Click Update Priority
Click Delete Confirmation message appears Click Yes
Go to Admin Directories Address Books Click Set Default
Copy an Address Book
Server Settings
Polycom CMA System Setup Overview
Selection 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
Isdn Number Assignment
Did Direct Inward Dial . Select this option when
Gateway Extension Dialing . Select this option
Assignment Method = did Direct Inward Dial
Routing/Bandwidth
Subnets
Site-to-Site Exclusions
Site Links
Add/Edit Site Link Dialog Box
Field Description Territory Info
Territories
Add/Edit Territory Dialog Box
Associated Sites
Add/Edit Network Cloud Dialog Box
Polycom CMA System Gatekeeper Functionality
Network Clouds
Field Description Cloud Info
Default Gatekeeper
Default, Redundant, Alternate, and Neighboring Gatekeepers
Redundant Gatekeeper
Alternate Gatekeeper
Device Registration
Neighboring Gatekeeper
Allow Registration of Predefined Endpoints Only
Routed Mode
Routing Mode
Direct Mode
CMA system has two routing modes
Polycom CMA System Integration with Microsoft Outlook
Standard Polycom CMA System and Reserved Conferencing
400
Endpoint Directory and Directory Settings
402
Edit the Polycom CMA System Network Settings
Server Setting Operations
Go to Admin Server Settings Network
Configure these settings on the Network page, as necessary
Edit the Polycom CMA System Time Settings
Go 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
Go to Admin Server Settings Licenses
View Current Polycom CMA System Licensing
Request a Software Activation Key Code
Go to Admin Server Settings Licenses
Add Polycom CMA System Licenses
Enter the Polycom CMA System Activation Key
Reclaim Polycom CMA Desktop Licenses
Go to Admin Server Settings Custom Logos
Add or Remove a Polycom CMA System Custom Logo
Default Polycom CMA Desktop Branded Polycom CMA Desktop
Add or Remove a Polycom CMA Desktop Custom Logo
Edit the Polycom CMA System E-mail Account
Polycom CMA System Snmp
Snmp Overview
416
To enable Snmp messaging you must perform the two tasks
Enable Snmp Messaging
Edit the Snmp Settings for a Polycom CMA System
Go to Admin Snmp Settings
ContextEngineID for SNMPv3
TCP
Click Save Snmp Settings
Add an Snmp Notification Receiver
UDP
MD5
SHA
Configure these thresholds
Configure Alert Thresholds
Go to Admin Alert Settings CMA Alert Threshold Settings
Threshold Description
Download Polycom CMA System MIB Package
Identified in the Average CPU usage alert
CMA MIBs dialog box, select the MIB of interest
Go to Admin Snmp Settings Click Download CMA MIBs
Name Description
Change the Snmp Communication Port
Overview of the Polycom CMA System Database
Database Operations
Database Description
Internal Databases
Simple Recovery Model should be enabled for SQL backup mode
External Databases
Database Restoration
Database Operations
From
Integrate a Polycom CMA System to an External Database
Copy the CMA System Database Backup Files
Error and Usage Report Settings are optional
Revert a Polycom CMA System to its Internal Database
Reformat the Existing Database
On the Database page, select Reformat existing database
Polycom CMA System Operations Guide 430
Polycom CMA 5000 System Redundancy Overview
Polycom CMA System Redundancy
How Redundancy Works
432
Redundant Configuration System Administration
Go to Admin Server Settings Database
Go to Admin Server Settings Redundant Configuration
Implement a Redundant Polycom CMA 5000 System
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 System
License a Redundant Polycom CMA System
Failover to a Redundant Polycom CMA 5000 System Server
Primary system restarts
Gatekeeper Management
Edit the Primary Gatekeeper Settings
Go to Admin Gatekeeper Settings Primary Gatekeeper
Primary Gatekeeper Management Operations
Logs, select System Management Reports
Endpoint Monitor View
Gatekeeper Message Log
Configure Prefixed Based Registration
Alternate Gatekeeper Management Operations
Go to Admin Gatekeeper Settings Alternate Gatekeeper
Alternate Gatekeeper Settings include these fields
Add an Alternate Gatekeeper
Remove the Alternate Gatekeeper
Edit the Alternate Gatekeeper Settings
Neighboring Gatekeeper Management Operations
View Neighboring Gatekeepers
Edit a Neighboring Gatekeeper
Go to Admin Gatekeeper Settings Neighboring Gatekeeper
Add a Neighboring Gatekeeper
Delete a Neighboring Gatekeeper
Update the Polycom CMA System Software
Management & Security Operations
Manage Certificates
Certificates Accepted by the Polycom CMA System
PEM Pkcs #7
DER
Certificate Operations
Go to Admin Management and Security Certificate Management
View Certificates and Certificate Details
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Create a Certificate Signing Request
Click Create Certificate Signing Request
Install a Certificate
Upload a Certificate Revocation List
Admin Management and Security Certificate Management
Delete a Certificate
View the Expiration Dates for Certificates and CRLs
Change the Message for Enterprise Users without a Role
Give Enterprise Users Default Scheduler Role
Control Remote Desktop Connections to the CMA System
Automatic Registration Synchronization
Set Common Passwords for Endpoints
Disable Common Password for Endpoints
Set Local Account Lockout and Timeout
Set Local Password Requirements
Is 1 to
Add Machine Accounts
Change Internal Database Passwords
Click Change Password
Select the database user whose password you want to change
Click Apply Password Changes
Site Operations
Dial Plan Setup Operations
Site operations include
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 List
Add a Site
Firewall Settings
Field For the endpoint systems at the site being provisioned
SIP Settings
H323 Settings
Manual. Then specify a NAT Public WAN Address
Provisioning Settings
Quality of Service Settings
Security Settings
Meeting password cannot include spaces
Whitelist
Ldap Settings
View Site Information
Assign Locations to a Site
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Edit Site Settings
Edit Site Provisioning Settings
Set Up SIP
Delete a Site
Edit SIP URI Data
Site Link Operations
Site-link operations include
Add a Site Link
Go to Admin Dial Plan and Sites Site-Links
View the Site Links List
Edit a Site Link
View the Site-to-Site Exclusion List
Site-to-Site Exclusions
Delete a Site Link
Site-Linkslist, select the link of interest and click Edit
Delete a Site-to-Site Exclusion
Add a Site-to-Site Exclusion
Edit a Site-to-Site Exclusion
Go to Dial Plan and Sites Site-to-Site Exclusions
View the Territory List
Go to Admin Dial Plan and Sites Territories
Territories
Add a Territory
Delete a Territory
Go to Admin Dial Plan and Sites Network Clouds
Network Clouds
View the List of Network Clouds
Results column
Edit a Network Cloud
Delete a Network Cloud
Click Linked Sites
These services can be edited and disabled, but not deleted
Dial Plan Service Operations
Conference on Demand
Simplified Dialing
Default Conference Properties
Field Description Conference on Demand-MCU Properties
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 List
Add a Service
Go to Admin Dial Plan Services
Click OK New service is added to the system
Edit a Service
Delete a Service
You can make changes to a service
Dial Rule Operations
Local Directory Services
Local Directory Services or Prefix Range
Routing Action Dial String Manipulation
When the action is Route to a gateway service , this
Directory Services , Prefix , and Prefix Range
Gateway Services
Name or IP Address
Parts of a Dial Rule
Default Dial Rules
Search the List of Devices and List of Services
Pattern Types
Routing Pattern Description Action Type
Examples of Custom Dial Rules
Routing Actions
LCR
View the Dial Rules List
Add a Dial Rule
Enable or Disable Dialing Rules
You can enable or disable dial rules
Click OK New dial rule is added to the system
Least-Cost Routing Operations
Go to Admin Dial Plan Dial Rules
Edit a Dial Rule
Example of Least-Cost Routing
Country Code Area Code Prefix Weighted Cost
How Least-Cost Routing Works
LCR Tables for Three Sites
Area Code Prefix Weighted Cost
Call Scenario One
Call Scenario Two
Determining Area Codes
Determining the Weighted Cost
Determining Country Codes
Add a Least Cost Routing Table
Go to Admin Dial Plan LCR Tables
View the Least Cost Routing Tables List
Edit a Least Cost Routing Table
Implementation in the CMA System
Numbering Scheme
Delete a Least Cost Routing Table
Alias Assignment
Based on Device Type Specify Number Range No Suffix
Numbering Scheme Default Settings
Numbering Scheme Explained
A No Suffix
506
Based on Devicey Type, available only if shown
No Prefix
Number specify
Phone Number
Generating E.164 Aliases
Setting-up an E.164 Alias in a User Dial String Reservation
Go to Admin Dial Plan and Sites E.164 Numbering Scheme
Highlight a specific user
Click on Dial String Reservations
Setting-up an E.164 Alias in a Room Dial String Reservation
Click on Edit. The Edit User dialog will display
Click on Add. The Add User dialog will display
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Remote Alert Setup Operations
Set Up Remote Alerts
Set Up CMA System-generated E-mail Account
Enable CMA System Remote Alerts
Go to Admin Alert Settings CMA Alert Level Settings
Set CMA System Remote Alert Level Settings
Alert Type Alert indicates
Subnet bandwidth threshold, which is set at 90%
Set Endpoint Alert Level Settings
Go to Admin Alert Settings Endpoint Alert Level Settings
Add 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 Profile
Clear Enable Profile
Disable a Remote Alert Profile
Go to Admin Alert Settings Remote Alert Profiles
Edit a Remote Alert Profile
Disable CMA System Remote Alerts
Management and Maintenance Overview
System Management Maintenance
Administrator Responsibilities
Administrative Best Practices
Auditor Responsibilities
Recommended Regular Maintenance
Auditor Best Practices
Polycom CMA System Operations Guide 524
System Backup and Recovery Operations
Backup Internal Databases and System Configuration
Backup the CMA System Internal Databases
Backup the CMA System Settings
Restore Database and System Configuration
Restore to Factory Default Image
Go to Admin Backup System Settings
Restore from a Backup Archive
Click Restore from Backup Archive
System Troubleshooting
Troubleshooting Utilities Dashboard
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Problem Description Solutions
Troubleshooting Specific Types of Issues
Registration Problems and Solutions
Gatekeeper Settings Primary
Plan and Sites Sites and make sure
Admin Gatekeeper Settings Primary Gatekeeper
CMA
Assignment pane
Point-to-Point Calling Problems and Solutions
Admin Dial Plan and Sites
MCU and Gateway Dialing Problems and Solutions
Sites Services page. Verify that
Services
Gatekeeper Cause Codes
Conference On Demand Problems and Solutions
Plan and Sites Services
Cause Code Description
536
Port Description
System Security and Port Usage
Open Inbound Ports on the Polycom CMA System
TCP/UDP
Outbound Ports Used by the Polycom CMA System
System Security and Port Usage
Polycom CMA System Operations Guide 540