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

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Polycom CMA System Operations Guide

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

Contents

Polycom CMA System Operations Guide Trademark Information Contents Conference Scheduling Operations Polycom CMA System Conference Scheduling OverviewAdd/Schedule a Conference Add/Schedule a New Conference Conference and Participant Details Advanced Scheduling OperationsConference and Participant Management Operations Endpoint Management OverviewPolycom CMA System Operations Guide Endpoint and Peripheral Management Operations Provisioning of LifeSize Passwords ReportingEndpoint Provisioning Operations Endpoint Software Update Operations Device DetailsMCU Bridge Management Operations 227 Provisioning Details Software Update DetailsNetwork Device Management Overview Management Operations for Other Network Devices 239Users and Groups Overview MCU Bridge Device Details 245User Management Operations System Reports 281 System Administration Overview 307Polycom CMA System Dashboard 307 Conference Templates 321 Conference Settings 334 Conference Setup Overview 321Conference Setup Operations 337 Room Overview and Operations 343Directory Operations Directory Setup OperationsView the Global Address Book Set or Change the GAB Password Multiple Address BooksPolycom CMA System Setup Overview Server Setting OperationsPolycom CMA System Snmp Database OperationsGatekeeper Management 439 Polycom CMA System RedundancyManagement & Security Operations 445 Dial Plan Setup Operations 463 Xviii System Backup and Recovery Operations Remote Alert Setup OperationsSystem Management and Maintenance 521 System TroubleshootingSystem Security and Port Usage Polycom CMA System Features and Capabilities Polycom CMA System OverviewPolycom CMA System Models Minimum System RequirementsWorking in the Polycom CMA System Log Into the Polycom CMA SystemField Input Requirements Filter and Search a ListChange a Password Sn Givenname MailLog Out of the Polycom CMA System Enter a New PasswordConfirm the new password and click OK Restart or Shut Down a Polycom CMA SystemEmergency Shutdown of a Polycom CMA System Polycom CMA System Operations Guide Polycom CMA System Configuration Add DNS SRV Record for Polycom CMA System ServicesConfigure the Connection to the External Database Configure the Connection to an External Enterprise DirectoryConfigure Redundancy Set Up Video Call RoutingSet Up Automatic Softupdate Set Up Automatic ProvisioningSet Up Conference Templates Set Up Directory Services Set Up a Certificate for the Polycom CMA SystemDistribute Polycom Applications Distribute Polycom CMA Desktop for Windows SystemsDistribute Polycom CMA Desktop for MAC OS Systems Polycom CMA System Operations Guide Maximum Security Mode Overview Operating in Maximum Security EnvironmentsConference Scheduling in Maximum Security Mode SnmpEndpoint Management in Maximum Security Mode Network Device Management in Maximum Security Mode FieldAdministrator User Management in Maximum Security ModePolycom RMX Systems in Secure Mode SchedulerAction Use this action to Operating in Maximum Security Environments Reporting in Maximum Security Mode Group Management in Maximum Security ModeOperator, and Auditor Auditor Backup and Delete audit log filesDownload the System Log Files Device Administration in Maximum Security Mode About Machine AccountsSystem Administration in Maximum Security Mode EvergreenroommachineAdmin Menu Conference TemplatesServer Settings Software UpdatesProvisioning Profiles Management and Security On the Enterprise DirectorySession Management Field Description Account Lockout Field Description Password ManagementAccount Inactivity Field Description Password Complexity Backup System SettingsDial Plan and Sites Network Intrusion Detection in Maximum Security Mode There is no change in the Database Backup function Troubleshooting in Maximum Security ModeTroubleshooting Utilities There is no change in the Windows Event Logs functionThere is no change in the CMA Licenses function Service Manages the system’s CommentMssqlserver Report Administration Polycom CMA System Operations Guide Polycom CMA System Conference Scheduling Overview Conference Menu Overview General Scheduling InformationConference Menu Overview Conference Menu and ViewsRefresh Conference views have these sectionsSection Description AddConference Views-Future and Ongoing Conference States Conferences may be in the following statesAvailable for future and past conferences Context-Sensitive Conference ActionsAction Description Available for future conferences only Available for future, past, and active conferencesScheduling Participants and Endpoints General Scheduling InformationBridge 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 OperationsAdd/Schedule a Conference These options are discussed in the following topicsParticipants and Rooms list Configure these fields in the Add Guest dialog box Click Add Guest1001@11.12.13.14 If the guest has a SIP IP endpoint, configure these settings Not available when Use Modified Dial NumberParticipants and Rooms list Copy an Existing Conference Edit a Conference Go to Conference FutureEdit a Participant’s Settings If the guest has a SIP IP endpoint, configure these settings View Scheduling Information for a Conference Edit Conference Settings on Click Back to List to return to the conference listEdit Conference Settings Advanced Scheduling OperationsSetting Description Chairperson featureWhen Enable Chairperson is selected Dial-In+Dial-OutSetting Description People +Content H.329. This enables the industry People and Content VO. This Polycom proprietaryApplication Sharing. Allows two or more Create a Cascaded Conference Across Multiple Bridges Select a Bridge for a ConferenceClick Manual Cascade Add Link dialog box, select the Link Type Manage an Active Conference Conference and Participant Management OperationsGo to Conference Ongoing Use these conference actions as needed IsdnUse these participant actions as needed Add Additional Participants to an Active Conference New Conference Participants listFrom the Conference Actions list, click Add Room Add a Room to an Active ConferenceParticipants list Click CloseJoin an Active Conference View the Video of a Participant in an Active ConferenceClick Join Conference Add/Save a Participant to a Favorites List From the Conference Actions list, click Add FavoritesManage a Participant’s Endpoint During a Conference View a Participant’s Details During a Conference GDS PVX , MGC , RMX , GW/MCU , Other , and TandbergTerminate an Active Conference Delete a ConferencePolycom CMA System Operations Guide Conference Details Conference and Participant DetailsConference Image Conference Details section has these fieldsVGA CIF Svga Qcif XGA 4CIF Ntsc 16CIFMode is None Conference FeaturesConference Features section has these fields AutoBridge MCU Features MCUParticipants section has these fields Participants ListIVR 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 List in the Monitor View Monitor ViewEndpoint views is Refresh Endpoint list in this view has these fields Endpoint Types onSIP Tandberg , iPower , and OtherActions in the Monitor View Action Use this action to Available for all endpoint typesPeripherals View Peripherals List in the Peripherals ViewActions in the Peripheral View Peripherals list in this view has these fieldsEndpoint List in the Bundled Provisioning View Bundled Provisioning ViewView list Endpoint List in the Automatic Provisioning View Automatic Provisioning ViewActions in the Bundled Provisioning View RealPresence Group Series -Displays justEndpoint List in the Scheduled Provisioning View Scheduled Provisioning ViewActions in the Automatic Provisioning View Use the Scheduled Provisioning View toVSX Series Actions in the Scheduled Provisioning ViewTandberg C-Series ViewstationAutomatic Software Update View Endpoint List in the Automatic Software Update ViewActions in the Automatic Software Update View Scheduled Software Update View Endpoint List in the Scheduled Software Update ViewScheduled Software Update View Actions Endpoint Types PVXVcon Tandberg 150 MXPVtel Endpoint Configuration/Provisioning Bundled Provisioning Provisioning Best PracticesFor more information, see Automatic Provisioning How Bundled Provisioning WorksHow Automatic Provisioning Works Automatic Provisioning Profiles Csv fileSettings Home Screen SettingsField For the endpoint systems being provisioned CMA Desktop Settings Call SettingsAudio Settings Calendaring SettingsVVX Settings URLProfile Order and Priority Scheduled ProvisioningHow Scheduled Provisioning Works Scheduled Provisioning Profiles FX/EXViewStation QDX Series General Settings Home Screen Settings Home Screen Settings ViewStation QDX Series General Settings Security AM/PM General Settings Date and TimeGMT Video Network IP Network Call Preferences Video Network IP Network GatekeeperVideo Network IP Network Quality of Service Settings Video Network IP Network Gateway NumberVideo Network IP Network Firewall Settings NATNAT Public WAN Address Video Network Isdn BRI ProtocolFX/EX Applies to Monitor 3 Options Cameras Cameras Cameras Camera SettingsDVD Cameras Video QualityViewStation QDX Series Video/Camera Cameras Obtain IP Address Automatically Select if LAN Properties LAN PropertiesEnter IP Address Manually Select if the IP Global Services Directory Servers To Auto on the Place a Call screen Global Services Dialing RulesLAN/H.323 Global Directory GDS Preferred Alias Global Services My Information Global Services Account ValidationVideo Network IP Network Gateway Setup Endpoint Gatekeeper Registration Policies How Automatic Software Update Works Endpoint Software UpdatesAutomatic Software Updates Automatic Software Update ProfilesAutomatic Software Update Versions Scheduled Software Updates Peripheral Software UpdatesEndpoint Passwords Considerations for Third-Party EndpointsEnable Tandberg Endpoints Global Address Book Access Enabling Management of LifeSize EndpointsMonitoring Scheduled Provisioning of Selected Tandberg EndpointsModels? Provisioned for supported TandbergField 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 Selected LifeSize Scheduled Provisioning of LifeSize EndpointsProvisioned for Field Name Team CallsField Name Team Video Settings Video ControlVideo Settings Video Quality TelepresenceNetwork General Security PasswordsSecurity General Network NATNetwork LifeSize Transit Field Name Team Network Reserved PortsNetwork Network Qos Communications GeneralCommunications H.323 Communications SIPDirectory Auto Discovery Field Name Team System GeneralSystem Identification Directory LdapAppearance Layout Diagnostics CamerasDiagnostics DVD-I Input Appearance DisplayProvisioning of LifeSize Passwords ReportingEndpoint and Peripheral Management Operations Endpoint Management OperationsGo to Endpoint Monitor View View Device DetailsField Description Identification Addresses Http URLURL, Transport Address, and Unknown Capabilities Call Info SitesCall Info Call Details Call Info Video Feed Add an Endpoint or Find an Endpoint on the NetworkGo to Endpoint Monitor View and click Add System AlertsEnter the IP Address of the endpoint Click Find DeviceSite based upon IP address URL , Transport Address , and Unknown Edit an Endpoint Delete an Endpoint Clear an Endpoint Help Request View an Endpoint’s Video FeedTandberg Send a Message to an Endpoint Reboot an EndpointAssociate a User with an Endpoint Go to Endpoint Monitor View and click Search Devices Search for Endpoints in a Range of IP AddressesView Peripherals Click View PeripheralsDelete Peripheral Peripheral View OperationsDisplay Applications Polycom CMA System Operations Guide 180 View the Provisioning Bundle List Endpoint Provisioning OperationsBundled Provisioning Operations Go to Endpoint Bundled ProvisioningDelete a Provisioning Bundle Download a Provisioning BundleGo to Endpoint Bundled Provisioning Click Download Add an Automatic Provisioning Profile Automatic Provisioning OperationsView the Automatic Provisioning List and Details Go to Endpoint Automatic ProvisioningAutomatic Provisioning Profiles page, click Add Click Update Profile OrderEdit an Automatic Provisioning Profile Provisioning Profiles listDelete an Automatic Provisioning Profile Clone an Automatic Provisioning ProfileProfiles list Add a Scheduled Provisioning Profile Scheduled Provisioning OperationsView the Scheduled Provisioning List and Details Go to Endpoint Scheduled ProvisioningEdit a Scheduled Provisioning Profile Clone a Scheduled Provisioning ProfileClick Provision Delete a Scheduled Provisioning ProfileSchedule an Endpoint for Provisioning Click Schedule Scheduled Provisioning View reappearsClear the Status of Scheduled Provisioning Cancel a Scheduled ProvisioningCheck the Status of a Scheduled Provisioning Click Clear StatusClick Cancel Provision View Automatic Software Update Information Endpoint Software Update OperationsAutomatic Software Update Operations For automatic software update, it includes these topicsView Automatic Software Update Packages Go to Admin Software Updates Automatic Software UpdatesSet Maintenance Window for Automatic Software Updates Implement Automatic Software Updates for EndpointsList the Serial Numbers for the Endpoints to be Updated Automatic Software Updates list reappearsRequest Update Activation Keys Download the Required Software PackageSelect Product Activation Upload the Software Package and Create a Software UpdateClick Upload Software Update Select the tab for the endpoint type of interestSet an Automatic Software Update Policy Set up testing. Complete these tasks Trial a Software Update PackageCreate a Local Trial Group Promote the Trial Software Update Package to Production View and Implement Software Updates for Peripherals Delete the Trial Software Update PackageFrom the Production URL View Software Updates for PeripheralsBoth the Production URL and the Trial Click Configure Production Upload Peripheral Software Updates to the CMA Web ServerConfigure Peripheral Updates for Production Field Description Configure PlatformConfigure Application Click Configure ApplicationBoth the Production URL and the Trial URL Configure Peripheral Updates for Trial Click Configure TrialScheduled Software Update Operations For scheduled software update, it includes these topicsView List of Software Update Packages View Scheduled Software Update InformationImplement Scheduled Software Updates for Endpoints 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 Click Schedule Cancel Software UpdatesFields Description Polycom, Inc 211 Polycom CMA System Operations Guide 212 Device Details Device Summary InformationStandard. This device is monitored Device Status Information ISDNPRIT1 RMX , GW/MCU , Other , and TandbergIsdnquadbri IsdnbriCall Information Provisioning Details Device Alerts InformationStatus will be either Success or Failed Software Update Details With the device Network Device Types Network Device Management OverviewNetwork Device Menu, Views, and Lists Network Device List in the Monitor View Network Device views is RefreshNetwork Device list has these fields Network Device Types onAction Use this action to Available for all device types VBP ViewAvailable for only selected network device types MCU View DMA ViewPolycom CMA System Operations Guide 226 View Device Details MCU Bridge Management OperationsGo to Network Device MCUs Device Details dialog box for the selected MCU appears Field Description Addresses MCU Resources Field Description MCU Network ServicesRMX MCU Field Description Alerts RMX MCUs only Card Alerts MGC MCUs onlyAdd an MCU Manually This topic describes how to add an MCU to a CMA systemGo to Network Device MCUs and click Add As needed, use the Filter to customize the MCU list Edit an MCU Bridge227. At a minimum, assign the MCU a System Name System Name fieldEnable Cascading Conferences on Polycom MCUs View Bridge Hardware Delete an MCU BridgeFor a Polycom MGC MCU View Bridge Conferences View Bridge ServicesView Bridge Ports View Bridge Entry Queues View Bridge Meeting RoomsView Bridge Gateway Conferences 238 Management Operations for Other Network Devices Polycom VBP Management OperationsGo to Network Device VBPs and click Add Add a Polycom VBP DeviceCopy the CMA System Certificate to a Polycom VBP Device Click Restart ApacheEdit a Polycom VBP Device Identify Endpoints Using the Polycom VBP DeviceDelete a Polycom VBP Device Edit a Polycom DMA System Polycom DMA Management OperationsAdd a Polycom DMA System Go to Network Device DMAs and click AddView Registered DMA Nodes Delete a Polycom DMA SystemGo to Network Device DMAs Click View DMA Nodes Polycom CMA System Operations Guide 244 Field Description MCU H.32O Service MCU H.320 ServicesMCU Bridge Device Details MCU H.323 Services MCU Gateway Services MCU Resources-Polycom MGC PlatformRefer to the RMX 2000/4000 Administrator’s Guide MCU Resources-Polycom RMX PlatformUsers Users and Groups OverviewOverview of Groups, Users, and User Roles Local UsersGroups Enterprise UsersLocal Groups Enterprise GroupsRoles and Permissions Default CMA System Roles and Permissions Role Permissions CommentUser Name Remote Server Software Version Font Size Operator Role, Responsibilities, and Menus CMA system offers three different default Scheduler rolesScheduler Roles, Responsibilities, and Menus Role ResponsibilitiesDevice Administrator Role, Responsibilities, and Menus Auditor Role, Responsibilities, and Menus Administrator Role, Responsibilities, and Menus Customized Roles and ResponsibilitiesDevice Associations and Presence Polycom CMA System Operations Guide 260 Manage Users User Management OperationsSearch for a User Go to User Users View User InformationYou can view information about a user, local or enterprise Select the user you wantAssociated Roles Add a Local UserAssociated Permissions GroupsBe a minimum of eight characters in length Edit a User View Permissions for a User Delete a UserUnlock a User Account Add a Local Group CMA system, only users assigned the Administrator role canManage Groups Go to User Groups Groups page, click Add Local GroupImport Enterprise Groups Column Description Group Members Local Users OnlyDelete a Group Manage User RolesEdit a Group Go to User GroupsView the Groups and Users Associated with a User Role View the List of User Roles Assign Users Roles and Endpoints Go to User User Roles Go to User User Roles Add a User RoleEdit Permissions for a User Role Click Save New user role appears in the CMA systemView the Groups and Users Associated with a User Role Delete a User RoleView Associated Groups and Users dialog box appears Manage System Guest Book User Menu and Guest BookGo to User Guest Book and click Add Guest Context-Sensitive Guest Book ActionsAdd a Guest to the System Guest Book Actions DescriptionAlias@IP , for example Go to User Guest Book and select the guest of interest Not available when Use Modified Dial Number isEdit a Guest in the System Guest Book Click Edit GuestAdd a Favorites List Manage FavoritesDelete a Guest from the System Guest Book Click Delete GuestEdit a Favorites List Delete a Favorites ListSystem Reports Site Statistics ReportGo to Reports Site Statistics Site Link Statistics Report Go to Reports Site Link StatisticsCall Detail Records Report Go to Reports H.323 Call Detail RecordsModify the CDR Retention Period Call Detail Record Report AdministrationSchedule Weekly Archives of the CDR Report Endpoint Usage Report Configure these settingsSSL/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 LogView and Export the Gatekeeper Message Log Go to Reports Gatekeeper Message LogDefine Log Settings Field Description RegistrationClick Yes to confirm the action Clear Events from the LogPause and Restart Logging Gatekeeper Message Log is clearedLog Files Related to Scheduling Functionality Log File Related to Dial Plan FunctionalityLog File Related to External Database Functionality Log Files Related to Global Address Book FunctionalityLog Files Related to Device Management Functionality Log Name DescriptionLog Files Related to Gatekeeper Functionality Log Files Related to Web Services Functionality Log Files Related to Presence FunctionalityChange the System Log Level Click Change SettingsView and Export System Log Files Go to Reports System LogsYou can view and download audit log files Download Windows Event Log FilesView and Download Audit Log Files Go to Reports Audit Log FilesYou can backup and delete audit log files Backup and Delete Audit Log FilesClick Backup and Delete CMA System Report Report includes this informationLicense Info CRL Polycom CMA System Operations Guide 306 System Administration Overview Polycom CMA System DashboardDashboard Buttons Endpoints multiple, configurable panesMCU Status multiple, configurable panes Dashboard PanesCmad Need Virtual IP or Secondary Is Down CPUPolycom, Inc 311 Gatekeepers Pre-call Status Today’s Adhoc Conferences Conference Status Failed AD Login Attempts pane displays System Administration Menu Selection Use this selection toIncluding the enterprise directory, address books, or Global Administration Periods, etc Polycom CMA System Operations Guide 320 Conference Setup Overview Conference TemplatesMGC Field Description General SettingsCommon Settings RMXVideo switching option RMX General Settings Video Switching ModeAuto layout option RMX Video Settings Telepresence mode is On RMX Video SettingsMGC Settings Presentation Mode , or Lecture View SwitchingTime Warning feature Auto People+Content H.239Polycom Visual Concert PC . To show live PC content H264Conference on Port is enabled, the Video Mode must be RMX General Settings RMX Profile SettingsRMX General Settings Advanced Settings Field Description RMX General Settings Conference SettingsSupported MCU General Settings 264 SD 30v7 with MPM+ or MPMxAt the end After last participant quits All At the end When last participant remains OnlyLPR RMX Video Quality People Video DefinitionRMX Video Quality Content Video Definition Video switching VSW option RMX GeneralTo On RMX Video Settings Motion option for Video qualityLecture View Switching option Common Settings Field Description RMX Video SettingsMGC as a Supported MCU General Settings Same layout optionManual RMX Audio SettingsPossible values include Continuous Presence Room continuous presenceField Description RMX Skins RMX Conference IVRField Description RMX Recording By default, Conference Time Warning is enabled Conference SettingsAlert Tone feature Polycom, Inc 335 Polycom CMA System Operations Guide 336 Conference Setup Operations View the Conference Templates ListAdd a Conference Template Go to Admin Conference TemplatesEdit a Conference Template Disable Conference Time Warning Set Conference SettingsDisable Conference Auto-Launch Go to Admin Conference SettingsOverbooking Dial-in Participants Go to Admin Server Settings E-mailAdd Customized Text to E-mail Notifications Edit Customized Text in E-mail Notifications Delete Customized Text in E-mail NotificationsPolycom CMA System Operations Guide 342 Room Overview and Operations Local and Enterprise Meeting RoomsView the Rooms List  Go to Admin RoomsGo to Admin Rooms Add a Local RoomField Description Site Site in which the room is located Add an Enterprise RoomAssociated Endpoints Edit a Room Delete a RoomAreas Overview Area Overview and OperationsHow Areas Work Area Best Practices Summary View AreasField Description Areas list MembersEnable, Configure, and Customize Areas Create Area Administrator RoleClick Save Configuration Assign Devices to Areas Add AreasGo to Endpoint Monitor View or Network Device Monitor View Click Associate Area Go to Admin Areas and click Manage MembersAssociate Users with Areas Click Assign AreasSelect the user of interest and click the right arrow Change Area Association for UsersDelete an Area Click Unassign AreasPolycom CMA System Operations Guide 354 Directory Operations Directory Management OverviewMultiple Domains Directory Management Supported ConfigurationsMultiple Forests Viable optionsDirectory Operations How Global Catalog Searches Work Understanding Base DN CMA System Service AccountAccounts Required for the CMA System CMA System Computer AccountCharacter Character Name Understanding Exclusion Filters Polycom CMA System and Windows Authentication Directory Management Operations Integrate with Enterprise Directory Server OptionCreate the Polycom CMA System Service Account Create the Polycom CMA System Computer Account For example net user polycomcma$ p@ssw0rdEnable Integration with the Enterprise Directory Server Create the Polycom CMA System Service AccountIt then negotiates security once the socket is Go to Admin Directories Directory Setup Remove or Include Guest Book Entries in the Directory Support LifeSize Endpoints in DirectoriesLdap field, select Enabled from the drop-down list On the Directory Ldap Mark the Provision This Page check boxGo to Admin Directories Global Address Book Directory Setup OperationsView the 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 View the Address Book List and Details Go to Admin Directories Address BooksAdd an Address Book Field Description Address Book Information Complete the fields in the Add an Address Book dialog boxAddress 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 ToSelect the address book you want to delete Change Address Book Priority Set the Default Address BookClick Update Priority Click Delete Confirmation message appears Click YesGo to Admin Directories Address Books Click Set Default Copy an Address BookServer Settings Polycom CMA System Setup OverviewSelection 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 whenGateway Extension Dialing . Select this option Assignment Method = did Direct Inward DialRouting/Bandwidth Subnets Site-to-Site Exclusions Site LinksAdd/Edit Site Link Dialog Box Field Description Territory Info TerritoriesAdd/Edit Territory Dialog Box Associated SitesAdd/Edit Network Cloud Dialog Box Polycom CMA System Gatekeeper FunctionalityNetwork Clouds Field Description Cloud InfoDefault Gatekeeper Default, Redundant, Alternate, and Neighboring GatekeepersRedundant Gatekeeper Alternate Gatekeeper Device RegistrationNeighboring Gatekeeper Allow Registration of Predefined Endpoints Only Routed Mode Routing ModeDirect Mode CMA system has two routing modesPolycom CMA System Integration with Microsoft Outlook Standard Polycom CMA System and Reserved Conferencing400 Endpoint Directory and Directory Settings 402 Edit the Polycom CMA System Network Settings Server Setting OperationsGo to Admin Server Settings Network Configure these settings on the Network page, as necessary Edit the Polycom CMA System Time SettingsGo 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 LicensingRequest a Software Activation Key Code Go to Admin Server Settings LicensesAdd Polycom CMA System Licenses Enter the Polycom CMA System Activation KeyReclaim Polycom CMA Desktop Licenses Go to Admin Server Settings Custom LogosAdd or Remove a Polycom CMA System Custom Logo Default Polycom CMA Desktop Branded Polycom CMA Desktop Add or Remove a Polycom CMA Desktop Custom LogoEdit the Polycom CMA System E-mail Account Polycom CMA System Snmp Snmp Overview416 To enable Snmp messaging you must perform the two tasks Enable Snmp MessagingEdit the Snmp Settings for a Polycom CMA System Go to Admin Snmp SettingsContextEngineID for SNMPv3 TCP Click Save Snmp SettingsAdd an Snmp Notification Receiver UDPMD5 SHAConfigure these thresholds Configure Alert ThresholdsGo to Admin Alert Settings CMA Alert Threshold Settings Threshold DescriptionDownload Polycom CMA System MIB Package Identified in the Average CPU usage alertCMA MIBs dialog box, select the MIB of interest Go to Admin Snmp Settings Click Download CMA MIBsName Description Change the Snmp Communication Port Overview of the Polycom CMA System Database Database OperationsDatabase Description Internal Databases Simple Recovery Model should be enabled for SQL backup modeExternal Databases Database Restoration Database OperationsFrom Integrate a Polycom CMA System to an External Database Copy the CMA System Database Backup FilesError and Usage Report Settings are optional Revert a Polycom CMA System to its Internal DatabaseReformat the Existing Database On the Database page, select Reformat existing databasePolycom CMA System Operations Guide 430 Polycom CMA 5000 System Redundancy Overview Polycom CMA System RedundancyHow Redundancy Works 432 Redundant Configuration System Administration Go to Admin Server Settings Database Go to Admin Server Settings Redundant ConfigurationImplement 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 SystemLicense a Redundant Polycom CMA System Failover to a Redundant Polycom CMA 5000 System ServerPrimary system restarts Gatekeeper Management Edit the Primary Gatekeeper SettingsGo to Admin Gatekeeper Settings Primary Gatekeeper Primary Gatekeeper Management OperationsLogs, select System Management Reports Endpoint Monitor ViewGatekeeper Message Log Configure Prefixed Based Registration Alternate Gatekeeper Management Operations Go to Admin Gatekeeper Settings Alternate GatekeeperAlternate Gatekeeper Settings include these fields Add an Alternate GatekeeperRemove the Alternate Gatekeeper Edit the Alternate Gatekeeper SettingsNeighboring Gatekeeper Management Operations View Neighboring GatekeepersEdit a Neighboring Gatekeeper Go to Admin Gatekeeper Settings Neighboring GatekeeperAdd a Neighboring Gatekeeper Delete a Neighboring GatekeeperUpdate the Polycom CMA System Software Management & Security OperationsManage Certificates Certificates Accepted by the Polycom CMA SystemPEM Pkcs #7 DERCertificate Operations Go to Admin Management and Security Certificate ManagementView Certificates and Certificate Details 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 Change the Message for Enterprise Users without a Role Give Enterprise Users Default Scheduler RoleControl Remote Desktop Connections to the CMA System 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 Change Password Select the database user whose password you want to changeClick Apply Password Changes Site Operations Dial Plan Setup OperationsSite 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 ListAdd a Site Firewall Settings Field For the endpoint systems at the site being provisionedSIP Settings H323 SettingsManual. Then specify a NAT Public WAN Address Provisioning Settings Quality of Service SettingsSecurity Settings Meeting password cannot include spaces Whitelist Ldap Settings View Site Information Assign Locations to a Site474 Edit Site Settings Edit Site Provisioning SettingsSet Up SIP Delete a SiteEdit SIP URI Data Site Link Operations Site-link operations includeAdd a Site Link Go to Admin Dial Plan and Sites Site-LinksView the Site Links List Edit a Site LinkView the Site-to-Site Exclusion List Site-to-Site ExclusionsDelete a Site Link Site-Linkslist, select the link of interest and click EditDelete a Site-to-Site Exclusion Add a Site-to-Site ExclusionEdit a Site-to-Site Exclusion Go to Dial Plan and Sites Site-to-Site ExclusionsView the Territory List Go to Admin Dial Plan and Sites TerritoriesTerritories Add a TerritoryDelete a Territory Go to Admin Dial Plan and Sites Network CloudsNetwork Clouds View the List of Network CloudsResults column Edit a Network CloudDelete a Network Cloud Click Linked SitesThese services can be edited and disabled, but not deleted Dial Plan Service OperationsConference on Demand Simplified Dialing Default Conference PropertiesField 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 ListAdd a Service Go to Admin Dial Plan ServicesClick OK New service is added to the system Edit a ServiceDelete a Service You can make changes to a serviceDial Rule Operations Local Directory ServicesLocal Directory Services or Prefix Range Routing Action Dial String ManipulationWhen the action is Route to a gateway service , this Directory Services , Prefix , and Prefix RangeGateway Services Name or IP AddressParts of a Dial Rule Default Dial RulesSearch the List of Devices and List of Services Pattern TypesRouting Pattern Description Action Type Examples of Custom Dial RulesRouting Actions LCRView the Dial Rules List Add a Dial Rule Enable or Disable Dialing RulesYou can enable or disable dial rules Click OK New dial rule is added to the systemLeast-Cost Routing Operations Go to Admin Dial Plan Dial RulesEdit a Dial Rule Example of Least-Cost Routing Country Code Area Code Prefix Weighted CostHow Least-Cost Routing Works LCR Tables for Three SitesArea Code Prefix Weighted Cost Call Scenario One Call Scenario TwoDetermining Area Codes Determining the Weighted CostDetermining Country Codes Add a Least Cost Routing Table Go to Admin Dial Plan LCR TablesView the Least Cost Routing Tables List Edit a Least Cost Routing TableImplementation in the CMA System Numbering SchemeDelete a Least Cost Routing Table Alias AssignmentBased on Device Type Specify Number Range No Suffix Numbering Scheme Default SettingsNumbering Scheme Explained A No Suffix506 Based on Devicey Type, available only if shown No PrefixNumber specify Phone NumberGenerating E.164 Aliases Setting-up an E.164 Alias in a User Dial String ReservationGo to Admin Dial Plan and Sites E.164 Numbering Scheme Highlight a specific userClick on Dial String Reservations Setting-up an E.164 Alias in a Room Dial String ReservationClick on Edit. The Edit User dialog will display Click on Add. The Add User dialog will display510 Remote Alert Setup Operations Set Up Remote AlertsSet Up CMA System-generated E-mail Account Enable CMA System Remote AlertsGo to Admin Alert Settings CMA Alert Level Settings Set CMA System Remote Alert Level SettingsAlert Type Alert indicates Subnet bandwidth threshold, which is set at 90% Set Endpoint Alert Level Settings Go to Admin Alert Settings Endpoint Alert Level SettingsAdd a Remote Alert Profile To add a remote alert profile Associate a Remote Alert Profile With a User Edit User dialog box, click Associated Alert ProfileClear Enable Profile Disable a Remote Alert ProfileGo to Admin Alert Settings Remote Alert Profiles Edit a Remote Alert ProfileDisable CMA System Remote Alerts Management and Maintenance Overview System Management MaintenanceAdministrator Responsibilities 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 ImageGo to Admin Backup System Settings Restore from a Backup ArchiveClick Restore from Backup Archive System Troubleshooting Troubleshooting Utilities Dashboard530 Problem Description Solutions Troubleshooting Specific Types of IssuesRegistration Problems and Solutions Gatekeeper Settings PrimaryPlan and Sites Sites and make sure Admin Gatekeeper Settings Primary GatekeeperCMA Assignment panePoint-to-Point Calling Problems and Solutions Admin Dial Plan and Sites MCU and Gateway Dialing Problems and SolutionsSites Services page. Verify that ServicesGatekeeper Cause Codes Conference On Demand Problems and SolutionsPlan and Sites Services Cause Code Description536 Port Description System Security and Port UsageOpen Inbound Ports on the Polycom CMA System TCP/UDPOutbound Ports Used by the Polycom CMA System System Security and Port Usage Polycom CMA System Operations Guide 540