Basic Upgrade Procedures | Polycom 7000 specification

System Management and Maintenance

See also:

Management and Maintenance Overview

Recommended Regular Maintenance

Basic Upgrade Procedures

Incompatible Software Version Supercluster Upgrades

Factors to Consider for an Incremental Supercluster Upgrade

Simplified Supercluster Upgrade (Complete Service Outage)

Complex Supercluster Upgrade (Some Service Maintained)

Basic Upgrade Procedures

Caution: Upgrade considerations

Always check the upgrade version release notes before installing an upgrade.

The upgrade installation process automatically creates a backup, which enables you to roll back an upgrade (restore the previous version) if necessary. As a precaution, however, we recommend that you download a recent backup file or take a snapshot of your VM instance (for Virtual Edition systems) before you begin to install an upgrade. See Backing Up and Restoring.

You can roll back only the last applied upgrade. Rolling back an upgrade restores the database to its state prior to the upgrade, so data may be lost.

The procedure below is for:

•Installing any software upgrade on a single-server or two-server system that’s not part of a supercluster.

•Installing a patch (supercluster-compatible software upgrade) on a cluster that’s part of a supercluster. In that case, you repeat the procedure on each cluster.

To apply a major or minor software upgrade (not supercluster-compatible) to a superclustered system, see Incompatible Software Version Supercluster Upgrades.

Note: Upgrade tips

To minimize the time required for an upgrade:

•If the upgrade requires a new license, obtain the license activation key(s) ahead of time.

•If upgrading an Appliance Edition system, download a recent backup and upload the upgrade package file (the first five steps below) ahead of time. For a supercluster, do this on each cluster.

•Perform the remainder of the procedure during a maintenance window when there are no calls or conferences so that you can immediately take the cluster out of service instead of having to wait for all activity to end.

Using a maintenance window with no calls on the system also eliminates any concerns about whether the remaining clusters of a supercluster have sufficient capacity to handle the load of the cluster being upgraded.

Polycom, Inc.

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Polycom 7000 manual Basic Upgrade Procedures

Contents

Polycom RealPresence DMA 7000 System Page Contents Local Cluster Configuration System Security Device Management MCU Management Integrations with Other Systems Conference Manager Configuration Superclustering Call Server Configuration Site Topology System Management and Maintenance Users and Groups Contents 361 System Reports Polycom RealPresence DMA System Snmp Support Conference Manager Introduction to the Polycom RealPresence DMA SystemPolycom RealPresence DMA System’s Primary Functions Call Server RealPresence Platform API SVC Conferencing Support Polycom RealPresence DMA System’s Three Configurations Two-server Cluster Configuration Single-server Configuration System Capabilities and Constraints Settings System Port UsagePort Protocol Description Embedded DNS Send Usage Data Polycom Solution Support Accessing the Polycom RealPresence DMA SystemWorking in the Polycom RealPresence DMA System Field Input Requirements Settings Dialog Menu/Icon Admin Provisioner Auditor Menu/Icon Admin Provisioner Auditor Menu/Icon Admin Provisioner Auditor Menu/Icon Admin Provisioner Auditor Open Source Software License InformationModifying Open Source Code To replace an Lgpl library with your modified version System configuration Confirming configuration Additional DNS Records for SIP Proxy Additional DNS Records for the Optional Embedded DNS Feature Additional DNS Records for the H.323 Gatekeeper License the RealPresence DMA System, Appliance Edition License the Polycom RealPresence DMA SystemVerify That DNS Is Working for All Addresses Set Up Signaling License the RealPresence DMA System, Virtual Edition Set Up Security Set Up MCUs Connect to Microsoft Active Directory Set Up Conference Templates Test the System Security Certificates Overview How Certificates Work DER System Security Frequently Asked Questions Certificate Settings Column Description Field Description Certificate Information DialogCertificate Signing Request Dialog Section Description Add Certificates DialogCertificate Details Dialog Certificate Procedures Install a Certificate Authority’s CertificateTo install a certificate for a trusted root CA Go to Admin Local Cluster Certificates To create a certificate signing request Actions list, select Add CertificatesActions list, select Display Details Actions list, select Create Certificate Signing Request Install a Certificate in the RealPresence DMA System Remove a Certificate from the RealPresence DMA System To remove a Trusted Root CA’s certificate Certificate Details dialog appears Security SettingsActions list, select Delete Certificate Custom security Field Description Maximum securityHigh security Servers, not to allow ongoing use of unencrypted connections Server in the Polycom RealPresence DMA system To change the security settings Go to Admin Local Cluster Security Settings Consequences of Enabling Maximum Security Mode On the Troubleshooting Utilities menu, Top is removed System Security Login Policy Settings Local Password Field Description Password ManagementPassword Complexity Session Local User Account UnlimitedField Description Account Lockout Account Inactivity Custom Access Policy SettingsBanner Reset System Passwords To reset system passwords Wait a few minutes to log back in. See also Local Cluster Configuration Network Settings Field Description Server Dhcp Turn on Auto-negotiation or set Speed and Duplex manually SettingsField Description Shared Management Network Shared Signaling Network General System Network Routing Configuration Dialog IPv6address%eth0 Time Settings Licenses Licenses for the Appliance EditionField Description Active License Activation Keys Cluster Network Settings Licenses for the Virtual EditionSee Automatically Send Usage Data for more information DMA Host Signaling Settings SIP Signaling Untrusted SIP Call Handling Configuration Device AuthenticationSIP Device Authentication Signaling Settings Fields Field Description Settings SIP Settings Add Guest Port Dialog Field Security Settings page. See Security Settings Edit Guest Port Dialog Add Guest Prefix Dialog Logging Settings Edit Guest Prefix Dialog Alerting Settings Alert ID Threshold Condition Description Local Cluster Configuration ProceduresAdd Licenses Go to Admin Local Cluster Licenses To request a software activation key code for each serverTo enter license activation key codes Select Product Activation Go to Admin Local Cluster Signaling Settings Configure SignalingTo configure signaling Under Unauthorized ports, click Add Under Unauthorized prefixes, click Add Automatically Send Usage Data Configure LoggingTo configure logging To see the collected data Enable or Disable Automatic Data CollectionSee the Collected Data Device Management Active Calls Call Details Dialog Tab/Field/Column Description Call Info On the Call Server Settings Tab/Field/Column Description BandwidthCall Events Subscription Events QoS EndpointsTab/Field/Column Description Property Changes Registration policy script see Registration Policy Registration Policy Server SettingsCommand Description Names/Aliases in a Mixed H.323 and SIP Environment Registrations Device Management Add Endpoint Dialog Edit Device Dialog Edit Devices Dialog Site Statistics Add Alias DialogEdit Alias Dialog Associate User Dialog Site Link Statistics External Gatekeeper Column Column Description External Gatekeeper Authentication ModeAdd External Gatekeeper Dialog Edit External Gatekeeper Dialog Postliminary This script to open the Script Debugging Dialog for External SIP Peer Multiple External SIP Peers Add External SIP Peer Dialog Field Description External SIP Peers UDP Domain List Authentication Field Description PostliminaryTemporarily select Use customized script To header options Lync Integration Field Description External SIP Peer Edit External SIP Peer DialogExternal Registrations Host/domain name Routed to this peer server Polycom, Inc 112 Lync Integration External Registration SIP Peer Postliminary Output Format OptionsTo Header Format Options Default To header for Microsoft. Equivalent to template Request-URI Header Format Options Variable Description Default Request-URI for Microsoft Equivalent to templateFree Form Template Variables Original Request-URI Header Template Result To Header and Request-URI Header ExamplesOriginal To Header Template Result Add Authentication Dialog Edit Authentication Dialog Add Outbound Registration Dialog Template Variables Edit Outbound Registration Dialog External H.323 SBC Add External H.323 SBC Dialog Column Description External H.323 SBC Edit External H.323 SBC Dialog Polycom, Inc 124 MCU Management MCUsPage Polycom, Inc 127 See SVC Conferencing Support Policy Not to make or receive calls Add MCU Dialog Field Description External MCU Management IP address Prefix Dialog Gateway Selection Process Gateway Profiles Media IP Addresses Edit MCU Dialog Management IP address Polycom, Inc 137 Polycom, Inc 138 Add Session Profile Dialog Edit Session Profile Dialog MCU Procedures Isdn Gateway Selection ProcessTo view information about an MCU To add an MCU To edit an MCU To delete an MCU MCU Pools Edit MCU Pool Dialog CommandAdd MCU Pool Dialog MCU Pool Procedures To add an MCU PoolTo edit an MCU Pool To delete an MCU Pool MCU Pool Orders Add MCU Pool Order Dialog Edit MCU Pool Order Dialog MCU Selection Process MCU Availability and Reliability Tracking 24% MCU Pool Order Procedures To view the MCU Pool Orders listTo add an MCU Pool Order To edit an MCU Pool Order To delete an MCU Pool Order Integrations with Other Systems Microsoft Active Directory Integration Microsoft Active Directory Field Description Connection Status Conference Settings Field Description Active Directory Connection Understanding Base DN Enterprise Conference Room ID Generation Enterprise Chairperson and Conference Passcode Generation Active Directory Integration Procedure To integrate with Active Directory Polycom, Inc 160 Understanding Base DN Polycom, Inc 162 Adding Passcodes for Enterprise Users When you click Update on the Microsoft Active Directory About the System’s Directory Queries Global Group Membership Search User SearchGroup Search Domain Search Configurable Attribute Domain SearchAttribute Replication Search Service Account Search Microsoft Lync 2013 Integration Lync 2010 vs. Lync 2013 Integration Scheduled Conferences with Polycom RealConnect Automatic Contact Creation and Configuration Active Directory Service Account Permissions Lync and non-Lync Endpoint Collaboration Considerations and Requirements for Lync 2013 Integration Lync 2010 and 2013 Client / Server Feature Support Integrate RealPresence DMA and Lync Diagnose Presence Problems Microsoft Exchange Server Integration Microsoft Exchange Server Polycom Solution and Integration SupportDifferences between Calendaring and Scheduling Exchange Server Integration Procedure RealPresence Resource Manager Integration Page RealPresence Resource Manager Join RealPresence Resource Manager Dialog RealPresence Resource Manager Integration Procedures To integrate with a RealPresence Resource Manager system Juniper Networks SRC Integration Juniper Networks SRC Juniper Networks SRC Integration Procedure To configure SRC integration Conference Manager Configuration Conference Settings Presence Publishing Field Maximum Polycom conference contacts to publish Contacts presence settings belowCreate Polycom conference contacts check box is enabled Class of Service Default Polycom Conference Contacts Presence Settings Remove Contacts from Active Directory Dialog To specify conference settingsGo to Admin Conference Manager Conference Settings Select Publish presence for Polycom conference contacts Conference TemplatesTwo Types of Templates Standalone Templates About Conference IVR Services Template Priority About Cascading Cascading for Bandwidth Cascading for Size Cascading for Bandwidth Cascading for Size Field Description Common Settings RMX General SettingsConference Templates List Add Conference Template Dialog Many of the MCUs have that profile for instance, 2 Cascade for bandwidth LPR RMX Video Quality Field Description RMX Gathering SettingsVideo switching is selected  Conference mode is set to AVC only RMX Video Settings TIP compatibility is set to either None or Video Only Optimized Telepresence mode is Yes Guide Field Description RMX Audio Settings RMX SkinsRMX Conference IVR See Shared Number Dialing RMX Site Names RMX Recording Cisco Codian Edit Conference Template Dialog Polycom, Inc 205 Field Description LPR Field Description RMX Gathering Settings  Conference mode is set to AVC only Polycom, Inc 210 Polycom, Inc 211 RMX Site Names Cisco Codian Conference Templates Procedures Go to Admin Conference Manager Conference TemplatesSelect Layout Dialog To select a video frames layout Click the RMX General Settings tab To edit a conference templateTo change a conference template’s priority To delete a conference template IVR Prompt Sets Prompt File Name Prompt Text Shared Number Dialing Polycom, Inc 219 Polycom, Inc 220 Conference Settings plus VEQ number Add Virtual Entry Queue DialogField Description Virtual Entry Queue Prompt Sets Add Direct Dial Virtual Entry Queue Dialog Edit Virtual Entry Queue Dialog Edit Direct Dial Virtual Entry Queue Dialog Script Debugging Dialog for VEQ Scripts Dialstring = sipxxx@10.33.120.58 Sample Virtual Entry Queue Script Superclustering About Superclustering DMAs Polycom, Inc 228 Following table describes the fields on Join Supercluster Dialog Supercluster Procedures To create or join a supercluster To remove a cluster from the supercluster Actions list, select Remove from Supercluster Call Server Configuration About the Call Server Capabilities Modifications Call Server SettingsField Description General Settings For the called endpoint For SIP calls gatewayed to an See External Gatekeeper Field Description Gatekeeper Blacklist Settings Domains Mycompany domains, this would not match eng.mycompany.com Dial Rules Test Dial Rules Dialog Sipsrbruce@10.47.7.9 See Edit Site Dialog Default Dial Plan and Suggestions for ModificationsRule Effect Polycom, Inc 244 H323xxxx@enterprisepartner.com Preliminary Add Dial Rule DialogField Description Dial Rule Default port of the signaling protocol Template configured in Admin Conference Manager Conference Conference Manager Conference SettingsConference template MCU pool order Weighted round-robin All in parallel forking Edit Dial Rule Dialog Block Blocks the call Resolve to IP address Polycom, Inc 252 Polycom, Inc 253 Variable Initial value Preliminary/Postliminary ScriptingPredefined Preliminary/Postliminary Scripting Variables Preliminary/Postliminary Scripting Functions Usage example Return value None Function name and parameters DetailsReturn value How Dial Rule Actions Affect SIP Headers Dial rule action Output SIP headers Script Debugging Dialog for Preliminaries/Postliminaries See Preliminary/Postliminary Scripting for a description Sample Preliminary and Postliminary Scripts Dialstring = 99 + Dialstring Strip Prefix SIP Substitute Domain SIP Site Based Numeric Nicknames User = Callersitecountrycode + Callersiteareacode + user Hunt Groups Add Hunt Group Dialog Edit Hunt Group DialogField Description General Info Hunt Group Members Device Authentication Inbound Authentication Shared Outbound AuthenticationOn the Inbound Authentication tab, you can Field Description Inbound Authentication Add Device Authentication Dialog Shared Outbound Authentication Registration Policy Edit Device Authentication DialogField Description Device Authentication Compliant Registration Policy Scripting Epdefinedincma EPISIPV4 Script Debugging Dialog for Registration Policy Scripts Regsitedigits Sample Registration Policy Scripts Reject aliases that arent the right length otherwise accept Prefix Service Add Simplified Isdn Gateway Dialing Prefix Dialog Edit Simplified Isdn Gateway Dialing Prefix Dialog Edit Vertical Service Code Dialog Embedded DNS To enable DNS publishing Callservers.example.com Number of Records Purged History Retention SettingsRecord Type Retention Limit When Limit Is Reached To configure history record retention History Report Site Topology About Site Topology Bandwidth Management Sites Site Information Dialog Field Site Info Field Description General Info General Settings Add Site DialogDevice Types Subnets Isdn Number Assignment Field Description Bandwidth SettingsTerritory Settings Isdn Outbound Dialing Isdn Range Assignment for did dialing method SIP Routing Isdn Range Assignment for gateway extension dialing methodRouting Edit Site Dialog Subnet2 = 10.33.24.0/24 Polycom, Inc 291 Override ITU dialing rules Subnet Name Unique name of the subnet Polycom, Inc 293 Add Subnet Dialog Edit Subnet Dialog Site Links Add Site Link Dialog Edit Site Link Dialog Site-to-Site Exclusions Add Site-to-Site Exclusion Wizard Go to Network Site Topology Site-to-Site Exclusions TerritoriesTo add a site-to-site exclusion Add Territory Dialog Edit Territory Dialog Field Cloud Info Network CloudsAdd Network Cloud Dialog Edit Network Cloud Dialog Field Description Associated SitesAdd Site Link Dialog Field Cloud Info Description Go to Network Site Topology Territories Site Topology Configuration ProceduresGo to Network Site Topology Sites About Site Topology User Roles Overview Role Description Adding Users Overview Users Are in the Local domain See Local Password Add User DialogSee Add User Dialog Dialog Associated Endpoints Service. See Conference SettingsRooms Dialog Conference Passcodes Edit User DialogField Description Associated Roles Prompted see Authentication Required Dialog Field Description Associated Endpoints Select Associated Endpoints Dialog Conference Rooms Dialog Authentication Required DialogSelect Associated Endpoints Dialog Its conferences. See Conference Templates Add Conference Room Dialog Conference Settings Namespace, enter the value in the box below the list Defined on the Admin Conference Manager Conference Settings  Publish presence Do not publish presence  Create contact and publish presence Conference see Edit Conference Template Dialog User Dialog Edit Conference Room Dialog Settings Polycom, Inc 324 Dial-out Participants list Edit Dial-out Participant Dialog Users ProceduresAdd Dial-out Participant Dialog To find a user or users To add a local userTo edit a user Go to User Users Conference Rooms Procedures To delete a local userTo add a conference room to a user To edit one of a user’s conference rooms Groups To delete one of a user’s custom conference rooms Conference Templates See Conference Settings Import Enterprise Groups DialogEdit Group Dialog From the Search results box Templates Admin Conference Manager Conference Settings Manager Conference SettingsSetting on the User Users Manage Conf Rooms dialog Boxes on the Admin Conference Manager Conference Settings Enterprise Groups Procedures Actions list, click Import Enterprise Groups Login Sessions To terminate a user’s login session Change Password Dialog Management and Maintenance Overview Administrator Responsibilities Auditor Best Practices Administrative Best PracticesAuditor Responsibilities Recommended Regular Maintenance Regular archive of backupsProvisioner Responsibilities General system health and capacity checks Microsoft Active Directory health Security configuration DashboardCertificates Network usage data export Active Directory Integration Pane Call Server Active Calls Pane Conference History Max Participants Pane Call Server Registrations PaneCluster Info Pane Conference Manager MCUs Pane Conference Manager Usage Pane Exchange Server Integration Pane Juniper Networks SRC Integration Pane Signaling Settings Pane License Status PaneRealPresence Resource Manager Integration Pane Supercluster Status Pane User Login History Pane Territory Status Pane Alerts Cluster cluster is orphaned Supercluster StatusAlert Territory Status No clusters assigned to list of territories Polycom, Inc 351 Formatted string from server Asynchronous OperationRealPresence Resource Manager System Integration Active Directory Integration Zero enterprise conference rooms exist on cluster cluster Polycom, Inc 354 Exchange Server Integration Database Status Lync Integration Signaling Certificates. See also CertificateCluster cluster The server certificate has expired Cluster cluster One or more CA certificates have expired Licenses Cluster cluster Cannot connect to licensing server lserver Networks Cluster cluster DMA is not licensed for any calls Cluster cluster a signaling network error exists on server Cluster cluster a private network error exists on serverCluster cluster a public network error exists on server Server Resources Server server CPU utilization 50% and 75% Cluster cluster System version differs between servers Data SynchronizationServer server CPU utilization 75% System Health and Availability Cluster cluster Local users differ between servers MCUs MCU MCUname has count warnings MCU MCUname is currently out of serviceMCU MCUname is currently busied out MCU MCUname is disconnected MCU mcu disconnect rate is 1MCU mcu disconnect rate is MCU mcu call failure rate is 0.4 MCU mcu call failure rate is MCU mcu is connected with no port capacity Endpoints Polycom, Inc 373 Conference Status No territories configured to host conference roomsConference Manager Ongoing conference VMR on MCU MCU failed reason Lync Presence PublishingConference VMR on MCU MCU failed to start reason Polycom, Inc 376 Polycom, Inc 377 Call Server Cluster cluster External SIP peer sippeer is unresponsive System Log FilesCall Bandwidth Management System Logs Procedures To download a log archive to your PC or workstation Actions list, click Download Archived Logs To manually roll the system logsTo delete a system log archive Troubleshooting Utilities PingTraceroute Top Check Configuration Synchronization NTP StatusTo run iostat on each server To run sar on each server Backing Up and Restoring Diagnostics for your Polycom ServerTo check configuration synchronization SHA1 Confirm Restore Dialog Backup and Restore Procedures To download a backup file To create a new backup fileTo upload a backup file Go to Maintenance Backup and Restore To restore from a backup file on the cluster Shut down the system. See Shutting Down and Restarting Close the utility Following table describes the parts of the Software Upgrade Upgrading the Software Basic Upgrade Procedures Return to Maintenance Software Upgrade To install an upgradeGo to Maintenance Software Upgrade To roll back an upgrade, restoring the previous version Return to Maintenance Software Upgrade Incompatible Software Version Supercluster Upgrades Factors to Consider for an Incremental Supercluster Upgrade Simplified Supercluster Upgrade Complete Service Outage System Management and Maintenance Polycom, Inc 400 Complex Supercluster Upgrade Some Service Maintained RealPresence DMA System, Virtual Edition System UpgradeTo upgrade a RealPresence DMA system, Virtual Edition Adding a Second Server Expanding an Unpatched System Expanding a Patched System To replace a failed server in a two-server cluster Replacing a Failed ServerShutting Down and Restarting To start up a shut-down cluster Go to Maintenance Shutdown and RestartTo restart or shut down one or both servers in a cluster Alert History Call History System Reports Conference History Export History Export History Associated Calls Conference Events Property Changes Call Detail Records CDRs Exporting CDR DataCall Record Layouts To download CDRs YYYY-MM-DDTHHMMSS.FFF+-ZHHMM 1024+768+384 Conference Room Dialog 486BUSY Here 720p30 Conference Record Layouts Conf Polycom RealPresence DMA System Value from the Conference room pass-through to CDR field Registration History Report Registration History Procedures To find a device or devices Active Directory Integration Report Groups with Partially Loaded or No Membership Information Active Directory IntegrationAll Domains Orphaned Groups and Users Procedures Orphaned Groups and Users ReportTo remove orphaned group data from the system To remove orphaned user data from the system Conference Room Errors Report Exporting Conference Room Errors Data To download conference room errors data Enterprise Passcode Errors Report Network Usage Report Exporting Enterprise Passcode Errors DataTo download enterprise passcode errors data Exporting Network Usage Data Field Description To download network usage data Snmp Overview Snmp Framework Snmp Notifications Snmp Versions Configure Snmp Enable the Snmp AgentTo enable the Snmp agent Go to Admin Local Cluster Snmp Settings To add a notification user Go to Admin Local Cluster Snmp Settings Click Add UserAdd an Snmp Notification User To add an Snmp notification agent to the system Edit Notification User DialogAdd an Snmp Notification Agent UDP. See Snmp Overview Edit Notification Agent DialogClick Add Agent Go to Admin Snmp Settings Click Download MIBs Download MIBsAvailable Snmp MIBs To download the MIB package for a DMA system Polycom RealPresence DMA System Snmp Support