Adding a Second Server | Polycom 7000 instruction

System Management and Maintenance

The package version numbers on the two servers are not the same.

See also:

Upgrading the Software Basic Upgrade Procedures

Factors to Consider for an Incremental Supercluster Upgrade

Complex Supercluster Upgrade (Some Service Maintained)

Please contact Polycom Global Services for instructions and assistance.

RealPresence DMA System, Virtual Edition System Upgrade

Upgrading a RealPresence DMA system, Virtual Edition is very similar to upgrading an Appliance Edition system, with the exceptions of system backups and licensing.

To upgrade a RealPresence DMA system, Virtual Edition

1Log in to the system’s web interface using a web browser.

2Power down the system instance using the Shut Down button on the Maintenance > Shutdown and Restart page.

3Using your VM host software, save a snapshot of the RealPresence DMA system, Virtual Edition instance. See your VM host documentation for instructions on taking snapshots.

4Power on the system instance using the VM host software.

5Follow the normal upgrade procedure outlined in Basic Upgrade Procedures.

6License the system, if necessary. See Add Licenses to the RealPresence DMA system, Virtual Edition for more information.

When upgrading from a version prior to 6.1 to a version 6.1 or later system, you must contact your Polycom sales representative to obtain a license for the Virtual Edition system. Virtual Edition systems have no basic call capability if they are not licensed.

See also:

Upgrading the Software Basic Upgrade Procedures

Factors to Consider for an Incremental Supercluster Upgrade Simplified Supercluster Upgrade (Complete Service Outage)

Adding a Second Server

Asingle-server Polycom RealPresence DMA system can be upgraded to a fault-tolerant two-server cluster at any time. For an overview of how a two-server cluster works and its advantages, see Two-server Cluster Configuration.

To form a two-server cluster, both servers must be running the same version of the Polycom RealPresence DMA system software. Depending on the software level of your existing server, you can accomplish this in one of two ways:

Polycom, Inc.

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Polycom 7000 manual Adding a Second Server, Complex Supercluster Upgrade Some Service Maintained

Contents

Polycom RealPresence DMA 7000 System Page Contents System Security Local Cluster Configuration Device Management Integrations with Other Systems MCU Management Superclustering Conference Manager Configuration Site Topology Call Server Configuration Users and Groups System Management and Maintenance Contents 361 Polycom RealPresence DMA System Snmp Support System Reports Conference Manager Introduction to the Polycom RealPresence DMA SystemPolycom RealPresence DMA System’s Primary Functions RealPresence Platform API Call Server SVC Conferencing Support Two-server Cluster Configuration Polycom RealPresence DMA System’s Three Configurations Single-server Configuration System Capabilities and Constraints System Port Usage SettingsPort Protocol Description Embedded DNS Send Usage Data Accessing the Polycom RealPresence DMA System Polycom Solution SupportWorking in the Polycom RealPresence DMA System Field Input Requirements Menu/Icon Admin Provisioner Auditor Settings Dialog Menu/Icon Admin Provisioner Auditor Menu/Icon Admin Provisioner Auditor Menu/Icon Admin Provisioner Auditor License Information Open Source SoftwareModifying Open Source Code To replace an Lgpl library with your modified version Confirming configuration System configuration Additional DNS Records for SIP Proxy Additional DNS Records for the H.323 Gatekeeper Additional DNS Records for the Optional Embedded DNS Feature License the RealPresence DMA System, Appliance Edition License the Polycom RealPresence DMA SystemVerify That DNS Is Working for All Addresses License the RealPresence DMA System, Virtual Edition Set Up Signaling Set Up Security Set Up MCUs Connect to Microsoft Active Directory Set Up Conference Templates Test the System How Certificates Work Security Certificates Overview DER System Security Frequently Asked Questions Column Description Certificate Settings Field Description Certificate Information DialogCertificate Signing Request Dialog Section Description Add Certificates DialogCertificate Details Dialog Install a Certificate Authority’s Certificate Certificate ProceduresTo install a certificate for a trusted root CA Go to Admin Local Cluster Certificates Actions list, select Add Certificates To create a certificate signing requestActions list, select Display Details Actions list, select Create Certificate Signing Request Install a Certificate in the RealPresence DMA System To remove a Trusted Root CA’s certificate Remove a Certificate from the RealPresence DMA System 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 Go to Admin Local Cluster Security Settings To change the security settings On the Troubleshooting Utilities menu, Top is removed Consequences of Enabling Maximum Security Mode System Security Login Policy Settings Field Description Password Management Local PasswordPassword Complexity Session Unlimited Local User AccountField Description Account Lockout Account Inactivity Custom Access Policy SettingsBanner To reset system passwords Reset System Passwords Wait a few minutes to log back in. See also Network Settings Local Cluster Configuration Field Description Dhcp Server Turn on Auto-negotiation or set Speed and Duplex manually SettingsField Description Shared Management Network General System Network Shared Signaling Network IPv6address%eth0 Routing Configuration Dialog Time Settings Licenses for the Appliance Edition LicensesField Description Active License Activation Keys Licenses for the Virtual Edition Cluster Network SettingsSee Automatically Send Usage Data for more information DMA Host SIP Signaling Signaling Settings Untrusted SIP Call Handling Configuration Device AuthenticationSIP Device Authentication Field Description Settings Signaling Settings Fields SIP Settings Field Add Guest Port Dialog Edit Guest Port Dialog Security Settings page. See Security Settings Add Guest Prefix Dialog Edit Guest Prefix Dialog Logging Settings Alerting Settings Alert ID Threshold Condition Description Local Cluster Configuration ProceduresAdd Licenses To request a software activation key code for each server Go to Admin Local Cluster LicensesTo enter license activation key codes Select Product Activation Go to Admin Local Cluster Signaling Settings Configure SignalingTo configure signaling Under Unauthorized prefixes, click Add Under Unauthorized ports, click Add Automatically Send Usage Data Configure LoggingTo configure logging To see the collected data Enable or Disable Automatic Data CollectionSee the Collected Data Active Calls Device Management Call Details Dialog Tab/Field/Column Description Call Info Tab/Field/Column Description Bandwidth On the Call Server SettingsCall Events Subscription Events QoS EndpointsTab/Field/Column Description Property Changes Registration policy script see Registration Policy Registration Policy Server SettingsCommand Description Registrations Names/Aliases in a Mixed H.323 and SIP Environment Device Management Add Endpoint Dialog Edit Device Dialog Edit Devices Dialog Add Alias Dialog Site StatisticsEdit Alias Dialog Associate User Dialog Site Link Statistics Column External Gatekeeper Column Description External Gatekeeper Authentication ModeAdd External Gatekeeper Dialog Postliminary Edit External Gatekeeper Dialog This script to open the Script Debugging Dialog for Multiple External SIP Peers External SIP Peer Field Description External SIP Peers Add External SIP Peer Dialog UDP Domain List Field Description Postliminary AuthenticationTemporarily 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 Request-URI Header Format Options Default To header for Microsoft. Equivalent to template 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 Edit Authentication Dialog Add Authentication Dialog Template Variables Add Outbound Registration Dialog Edit Outbound Registration Dialog External H.323 SBC Column Description External H.323 SBC Add External H.323 SBC Dialog Edit External H.323 SBC Dialog Polycom, Inc 124 MCUs MCU ManagementPage Polycom, Inc 127 See SVC Conferencing Support Policy Not to make or receive calls Field Description External MCU Add MCU Dialog Management IP address Gateway Selection Process Prefix Dialog Media IP Addresses Gateway Profiles Edit MCU Dialog Management IP address Polycom, Inc 137 Polycom, Inc 138 Edit Session Profile Dialog Add Session Profile Dialog Isdn Gateway Selection Process MCU ProceduresTo 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 To add an MCU Pool MCU Pool ProceduresTo edit an MCU Pool To delete an MCU Pool MCU Pool Orders Add MCU Pool Order Dialog MCU Selection Process Edit MCU Pool Order Dialog MCU Availability and Reliability Tracking 24% To view the MCU Pool Orders list MCU Pool Order ProceduresTo add an MCU Pool Order To edit an MCU Pool Order To delete an MCU Pool Order Microsoft Active Directory Integration Integrations with Other Systems Microsoft Active Directory Field Description Connection Status Field Description Active Directory Connection Conference Settings Enterprise Conference Room ID Generation Understanding Base DN Enterprise Chairperson and Conference Passcode Generation To integrate with Active Directory Active Directory Integration Procedure Polycom, Inc 160 Understanding Base DN Polycom, Inc 162 Adding Passcodes for Enterprise Users About the System’s Directory Queries When you click Update on the Microsoft Active Directory Global Group Membership Search User SearchGroup Search Domain Search Configurable Attribute Domain SearchAttribute Replication Search Microsoft Lync 2013 Integration Service Account Search Scheduled Conferences with Polycom RealConnect Lync 2010 vs. Lync 2013 Integration Active Directory Service Account Permissions Automatic Contact Creation and Configuration Considerations and Requirements for Lync 2013 Integration Lync and non-Lync Endpoint Collaboration Integrate RealPresence DMA and Lync Lync 2010 and 2013 Client / Server Feature Support Microsoft Exchange Server Integration Diagnose Presence Problems 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 Juniper Networks SRC Integration To configure SRC integration Juniper Networks SRC Integration Procedure Conference Settings Conference Manager Configuration Presence Publishing Field Maximum Polycom conference contacts to publish Contacts presence settings belowCreate Polycom conference contacts check box is enabled Default Polycom Conference Contacts Presence Settings Class of Service 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 Template Priority About Conference IVR Services Cascading for Bandwidth Cascading for Size About Cascading Cascading for Bandwidth Cascading for Size RMX General Settings Field Description Common 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 RMX Video Settings  Conference mode is set to AVC only TIP compatibility is set to either None or Video Only Optimized Guide Telepresence mode is Yes RMX Skins Field Description RMX Audio SettingsRMX Conference IVR See Shared Number Dialing RMX Recording RMX Site Names 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 Go to Admin Conference Manager Conference Templates Conference Templates ProceduresSelect Layout Dialog To select a video frames layout To edit a conference template Click the RMX General Settings tabTo 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 Add Virtual Entry Queue Dialog Conference Settings plus VEQ numberField Description Virtual Entry Queue Prompt Sets Edit Virtual Entry Queue Dialog Add Direct Dial Virtual Entry Queue Dialog Edit Direct Dial Virtual Entry Queue Dialog Dialstring = sipxxx@10.33.120.58 Script Debugging Dialog for VEQ Scripts Sample Virtual Entry Queue Script About Superclustering Superclustering DMAs Polycom, Inc 228 Following table describes the fields on Join Supercluster Dialog To create or join a supercluster Supercluster Procedures Actions list, select Remove from Supercluster To remove a cluster from the supercluster About the Call Server Capabilities Call Server Configuration Modifications Call Server SettingsField Description General Settings For the called endpoint For SIP calls gatewayed to an See External Gatekeeper Domains Field Description Gatekeeper Blacklist Settings 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 Conference Manager Conference Settings Template configured in Admin Conference Manager ConferenceConference template MCU pool order All in parallel forking Weighted round-robin 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 Usage example Preliminary/Postliminary Scripting Functions Return value None Function name and parameters DetailsReturn value Dial rule action Output SIP headers How Dial Rule Actions Affect SIP Headers See Preliminary/Postliminary Scripting for a description Script Debugging Dialog for Preliminaries/Postliminaries Dialstring = 99 + Dialstring Strip Prefix SIP Sample Preliminary and Postliminary Scripts Substitute Domain SIP Site Based Numeric Nicknames User = Callersitecountrycode + Callersiteareacode + user Hunt Groups Edit Hunt Group Dialog Add Hunt Group DialogField Description General Info Hunt Group Members Device Authentication Shared Outbound Authentication Inbound AuthenticationOn the Inbound Authentication tab, you can Field Description Inbound Authentication Shared Outbound Authentication Add Device Authentication Dialog Registration Policy Edit Device Authentication DialogField Description Device Authentication Compliant Epdefinedincma Registration Policy Scripting EPISIPV4 Regsitedigits Script Debugging Dialog for Registration Policy Scripts 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 Embedded DNS Edit Vertical Service Code Dialog Callservers.example.com To enable DNS publishing Number of Records Purged History Retention SettingsRecord Type Retention Limit When Limit Is Reached History Report To configure history record retention About Site Topology Site Topology Bandwidth Management Sites Field Site Info Site Information Dialog Add Site Dialog Field Description General Info General SettingsDevice Types Subnets Isdn Number Assignment Field Description Bandwidth SettingsTerritory Settings Isdn Range Assignment for did dialing method Isdn Outbound Dialing SIP Routing Isdn Range Assignment for gateway extension dialing methodRouting Subnet2 = 10.33.24.0/24 Edit Site Dialog 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 Edit Site Link Dialog Add Site Link Dialog Add Site-to-Site Exclusion Wizard Site-to-Site Exclusions 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 Field Description Associated Sites Edit Network Cloud DialogAdd 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 Role Description User Roles Overview Adding Users Overview Users Are in the Local domain Add User Dialog See Local PasswordSee Add User Dialog Dialog Associated Endpoints Service. See Conference SettingsRooms Dialog Conference Passcodes Edit User DialogField Description Associated Roles Prompted see Authentication Required Dialog Select Associated Endpoints Dialog Field Description Associated Endpoints 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  Publish presence Defined on the Admin Conference Manager Conference Settings Do not publish presence  Create contact and publish presence User Dialog Conference see Edit Conference Template 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 add a local user To find a user or usersTo edit a user Go to User Users To delete a local user Conference Rooms ProceduresTo add a conference room to a user To edit one of a user’s conference rooms To delete one of a user’s custom conference rooms Groups Conference Templates Import Enterprise Groups Dialog See Conference SettingsEdit Group Dialog From the Search results box Templates Manager Conference Settings Admin Conference Manager Conference SettingsSetting on the User Users Manage Conf Rooms dialog Boxes on the Admin Conference Manager Conference Settings Actions list, click Import Enterprise Groups Enterprise Groups Procedures To terminate a user’s login session Login Sessions Change Password Dialog Administrator Responsibilities Management and Maintenance Overview Auditor Best Practices Administrative Best PracticesAuditor Responsibilities Regular archive of backups Recommended Regular MaintenanceProvisioner Responsibilities General system health and capacity checks Microsoft Active Directory health Dashboard Security configurationCertificates Network usage data export Call Server Active Calls Pane Active Directory Integration Pane Conference History Max Participants Pane Call Server Registrations PaneCluster Info Pane Conference Manager Usage Pane Conference Manager MCUs Pane Juniper Networks SRC Integration Pane Exchange Server Integration Pane License Status Pane Signaling Settings PaneRealPresence Resource Manager Integration Pane Supercluster Status Pane Territory Status Pane User Login History Pane Alerts Cluster cluster is orphaned Supercluster StatusAlert No clusters assigned to list of territories Territory Status Polycom, Inc 351 Formatted string from server Asynchronous OperationRealPresence Resource Manager System Integration Zero enterprise conference rooms exist on cluster cluster Active Directory Integration 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 Cluster cluster Cannot connect to licensing server lserver Licenses Cluster cluster DMA is not licensed for any calls Networks 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% Cluster cluster Local users differ between servers System Health and Availability MCUs MCU MCUname has count warnings MCU MCUname is currently out of serviceMCU MCUname is currently busied out MCU mcu disconnect rate is 1 MCU MCUname is disconnectedMCU mcu disconnect rate is MCU mcu call failure rate is 0.4 MCU mcu is connected with no port capacity MCU mcu call failure rate is 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 To download a log archive to your PC or workstation System Logs Procedures Actions list, click Download Archived Logs To manually roll the system logsTo delete a system log archive Ping Troubleshooting UtilitiesTraceroute Top NTP Status Check Configuration SynchronizationTo run iostat on each server To run sar on each server Backing Up and Restoring Diagnostics for your Polycom ServerTo check configuration synchronization SHA1 Backup and Restore Procedures Confirm Restore Dialog To create a new backup file To download a 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 Upgrading the Software Following table describes the parts of the Software Upgrade 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 RealPresence DMA System, Virtual Edition System Upgrade Complex Supercluster Upgrade Some Service MaintainedTo 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 Call History Alert History System Reports Export History Conference History Associated Calls Export History Property Changes Conference Events Exporting CDR Data Call Detail Records CDRsCall Record Layouts To download CDRs YYYY-MM-DDTHHMMSS.FFF+-ZHHMM 1024+768+384 486BUSY Here Conference Room Dialog 720p30 Conf Conference Record Layouts Value from the Conference room pass-through to CDR field Polycom RealPresence DMA System Registration History Report To find a device or devices Registration History Procedures Active Directory Integration Report Groups with Partially Loaded or No Membership Information Active Directory IntegrationAll Domains Orphaned Groups and Users Report Orphaned Groups and Users ProceduresTo remove orphaned group data from the system To remove orphaned user data from the system Conference Room Errors Report To download conference room errors data Exporting 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 Framework Snmp Overview Snmp Versions Snmp Notifications Enable the Snmp Agent Configure SnmpTo 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 Download MIBs Go to Admin Snmp Settings Click Download MIBsAvailable Snmp MIBs To download the MIB package for a DMA system Polycom RealPresence DMA System Snmp Support