User ManualTable of ContentsPolycom® CMA® System Operations Guide1Contents3Polycom® CMA® System Overview21Polycom CMA System Features and Capabilities21Polycom CMA System Models22Minimum System Requirements22Working in the Polycom CMA System23Log Into the Polycom CMA System23Field Input Requirements24Filter and Search a List24Change a Password25Log Out of the Polycom CMA System26Restart or Shut Down a Polycom CMA System26Emergency Shutdown of a Polycom CMA System27Polycom CMA System Configuration29Add DNS SRV Record for Polycom CMA System Services29Configure the Connection to the External Database30Configure the Connection to an External Enterprise Directory30Configure Redundancy31Set Up Video Call Routing31Set Up Automatic Provisioning32Set Up Automatic Softupdate32Set Up Conference Templates32Set Up Directory Services33Set Up a Certificate for the Polycom CMA System33Distribute Polycom Applications34Distribute Polycom CMA Desktop for Windows Systems34Distribute Polycom CMA Desktop for MAC OS Systems35Operating in Maximum Security Environments37Maximum Security Mode Overview37Conference Scheduling in Maximum Security Mode38Endpoint Management in Maximum Security Mode39Network Device Management in Maximum Security Mode40Polycom RMX Systems in Secure Mode41User Management in Maximum Security Mode41Scheduler41Operator41Administrator41Group Management in Maximum Security Mode44Reporting in Maximum Security Mode44Administrator44Operator45Auditor45Device Administration in Maximum Security Mode46About Machine Accounts46System Administration in Maximum Security Mode47Admin Menu48Conference Templates48Provisioning Profiles49Software Updates49Server Settings49Management and Security50Dial Plan and Sites53Backup System Settings53Network Intrusion Detection in Maximum Security Mode54Troubleshooting in Maximum Security Mode55Troubleshooting Utilities55Report Administration57Polycom® CMA® System Conference Scheduling Overview59Conference Menu Overview60Conference Menu and Views60Conference Views—Future and Ongoing62Conference States63Context-Sensitive Conference Actions64General Scheduling Information65Scheduling Participants and Endpoints65Bridge Selection and Cascading65Bridge Scheduling and Reassignment66Conference Scheduling Operations69Add/Schedule a Conference69Add/Schedule a New Conference69Copy an Existing Conference75Edit a Conference76Edit a Participant’s Settings77View Scheduling Information for a Conference79Advanced Scheduling Operations81Edit Conference Settings81Select a Bridge for a Conference87Create a Cascaded Conference Across Multiple Bridges87Conference and Participant Management Operations89Manage an Active Conference89Add Additional Participants to an Active Conference92Add a Room to an Active Conference93View the Video of a Participant in an Active Conference94Join an Active Conference94Add a Participant from a Favorites List to an Active Conference95Add/Save a Participant to a Favorites List95Manage a Participant’s Endpoint During a Conference96View a Participant’s Details During a Conference97Terminate an Active Conference99Delete a Conference99Conference and Participant Details101Conference Image101Conference Details101Conference Features103Bridge (MCU) Features104Participants List105Participant Details106Participant Settings107Endpoint Management Overview109Endpoint Menu, Views, and Lists109Monitor View110Endpoint List in the Monitor View110Actions in the Monitor View112Peripherals View113Peripherals List in the Peripherals View113Actions in the Peripheral View114Bundled Provisioning View115Endpoint List in the Bundled Provisioning View115Actions in the Bundled Provisioning View116Automatic Provisioning View116Endpoint List in the Automatic Provisioning View116Actions in the Automatic Provisioning View117Scheduled Provisioning View117Endpoint List in the Scheduled Provisioning View117Actions in the Scheduled Provisioning View118Automatic Software Update View119Endpoint List in the Automatic Software Update View119Actions in the Automatic Software Update View120Scheduled Software Update View121Endpoint List in the Scheduled Software Update View121Scheduled Software Update View Actions122Endpoint Types123Endpoint Configuration/Provisioning125Provisioning Best Practices126Bundled Provisioning126How Bundled Provisioning Works127Automatic Provisioning127How Automatic Provisioning Works128Automatic Provisioning Profiles129Profile Order and Priority133Scheduled Provisioning133How Scheduled Provisioning Works133Scheduled Provisioning Profiles134Endpoint Gatekeeper Registration Policies152Endpoint Software Updates153Automatic Software Updates153How Automatic Software Update Works153Automatic Software Update Profiles153Automatic Software Update Versions154Peripheral Software Updates155Scheduled Software Updates155Endpoint Passwords156Considerations for Third-Party Endpoints156Enable TANDBERG Endpoints Global Address Book Access157Considerations for LifeSize Endpoints157Enabling Management of LifeSize Endpoints157Monitoring158Scheduled Provisioning of Selected TANDBERG Endpoints158Scheduled Provisioning of LifeSize Endpoints177Provisioning of LifeSize Passwords184Reporting184Endpoint and Peripheral Management Operations185Endpoint Management Operations185View Device Details186Add an Endpoint or Find an Endpoint on the Network190Edit an Endpoint194Delete an Endpoint195View an Endpoint’s Video Feed196Clear an Endpoint Help Request196Send a Message to an Endpoint197Reboot an Endpoint197Associate a User with an Endpoint197Search for Endpoints in a Range of IP Addresses198View Peripherals198Peripheral View Operations199Delete Peripheral199Display Applications199Endpoint Provisioning Operations201Bundled Provisioning Operations201View the Provisioning Bundle List201Download a Provisioning Bundle202Delete a Provisioning Bundle202Automatic Provisioning Operations203View the Automatic Provisioning List and Details203Add an Automatic Provisioning Profile203Edit an Automatic Provisioning Profile204Edit the Profile Order for an Automatic Provisioning Profile205Clone an Automatic Provisioning Profile205Delete an Automatic Provisioning Profile205Scheduled Provisioning Operations206View the Scheduled Provisioning List and Details206Add a Scheduled Provisioning Profile206Edit a Scheduled Provisioning Profile207Clone a Scheduled Provisioning Profile207Delete a Scheduled Provisioning Profile208Schedule an Endpoint for Provisioning208Check the Status of a Scheduled Provisioning209Clear the Status of Scheduled Provisioning209Cancel a Scheduled Provisioning209Endpoint Software Update Operations211Automatic Software Update Operations211View Automatic Software Update Information211View Automatic Software Update Packages212Set Maintenance Window for Automatic Software Updates213Implement Automatic Software Updates for Endpoints213List the Serial Numbers for the Endpoints to be Updated214Download the Required Software Package215Request Update Activation Keys215Upload the Software Package and Create a Software Update Package216Set an Automatic Software Update Policy217Trial a Software Update Package218Create a Local Trial Group218Upload the Software Package and Create a Trial Software Update Package219Promote the Trial Software Update Package to Production219Delete the Trial Software Update Package220View and Implement Software Updates for Peripherals220View Software Updates for Peripherals221Upload Peripheral Software Updates to the CMA Web Server222Configure Peripheral Updates for Production222Configure Peripheral Updates for Trial224Scheduled Software Update Operations225View Scheduled Software Update Information226View List of Software Update Packages226Implement Scheduled Software Updates for Endpoints226List the Serial Numbers for the Endpoints to be Updated226Download the Required Software Package227Request Update Activation Keys228Upload the Software Package and Create a Software Update Profile229Schedule the Software Update for Endpoints229Cancel Software Updates230Device Details233Device Summary Information233Device Status Information235Call Information237Device Alerts Information238Provisioning Details238Software Update Details239Network Device Management Overview241Network Device Types241Network Device Menu, Views, and Lists241Monitor View242Network Device List in the Monitor View242Actions in the Monitor View244VBP View244MCU View245DMA View245MCU Bridge Management Operations247View Device Details247Add an MCU Manually252Edit an MCU Bridge253Enable Cascading Conferences on Polycom MCUs254Delete an MCU Bridge255View Bridge Hardware255View Bridge Services256View Bridge Conferences256View Bridge Ports256View Bridge Meeting Rooms257View Bridge Entry Queues257View Bridge Gateway Conferences257Management Operations for Other Network Devices259Polycom VBP Management Operations259Add a Polycom VBP Device260Copy the CMA System Certificate to a Polycom VBP Device260Edit a Polycom VBP Device261Delete a Polycom VBP Device261Identify Endpoints Using the Polycom VBP Device261Polycom DMA Management Operations262Add a Polycom DMA System262Edit a Polycom DMA System262Delete a Polycom DMA System263View Registered DMA Nodes263MCU Bridge Device Details265MCU H.320 Services265MCU H.323 Services266MCU Gateway Services267MCU Resources—Polycom MGC Platform267MCU Resources—Polycom RMX Platform268Users and Groups Overview269Overview of Groups, Users, and User Roles269Users269Local Users269Enterprise Users270Groups270Local Groups271Enterprise Groups271Roles and Permissions272Default CMA System Roles and Permissions273Scheduler Roles, Responsibilities, and Menus275Operator Role, Responsibilities, and Menus275Device Administrator Role, Responsibilities, and Menus276Auditor Role, Responsibilities, and Menus277Administrator Role, Responsibilities, and Menus278Customized Roles and Responsibilities278Device Associations and Presence279User Management Operations281Manage Users281Search for a User281View User Information282Add a Local User283Edit a User285View Permissions for a User286Delete a User286Unlock a User Account287Manage Groups288Add a Local Group288Import Enterprise Groups289Edit a Group290Delete a Group290Manage User Roles290Assign Users Roles and Endpoints292View the List of User Roles292Add a User Role293Edit Permissions for a User Role293Delete a User Role294View the Groups and Users Associated with a User Role294Manage System Guest Book295User Menu and Guest Book295Context-Sensitive Guest Book Actions296Add a Guest to the System Guest Book296Edit a Guest in the System Guest Book298Delete a Guest from the System Guest Book299Manage Favorites299Add a Favorites List299Edit a Favorites List300Delete a Favorites List300System Reports301Site Statistics Report301Site Link Statistics Report303H.323 Call Detail Records Report304Call Detail Record Report Administration305Modify the CDR Retention Period305Schedule Weekly Archives of the CDR Report305Endpoint Usage Report306Conference Type Report312Gatekeeper Message Log314View and Export the Gatekeeper Message Log314Define Log Settings315Clear Events from the Log316Pause and Restart Logging316View and Export System Log Files320Change the System Log Level320Download Windows Event Log Files321View and Download Audit Log Files321Backup and Delete Audit Log Files322CMA System Report323System Administration Overview327Polycom CMA System Dashboard327Dashboard Buttons328Dashboard Panes328System Administration Menu337Conference Setup Overview341Conference Templates341Conference Settings354Conference Setup Operations357View the Conference Templates List357Add a Conference Template358Edit a Conference Template358Delete a Conference Template359Set Conference Settings359Disable Conference Auto-Launch359Disable Conference Time Warning359Overbooking Dial-in Participants360Add Customized Text to E-mail Notifications360Edit Customized Text in E-mail Notifications361Delete Customized Text in E-mail Notifications361Room Overview and Operations363Local and Enterprise Meeting Rooms363View the Rooms List364Add a Local Room364Add an Enterprise Room365Edit a Room366Delete a Room366Area Overview and Operations367Areas Overview367How Areas Work367Area Best Practices368View Areas369Create Area Administrator Role370Enable, Configure, and Customize Areas370Add Areas371Assign Devices to Areas371Associate Users with Areas372Change Area Association for Users373Delete an Area373Directory Operations375Directory Management Overview375Directory Management Supported Configurations376Multiple Forests376Multiple Domains376Viable options:376Groups376Users377How Global Catalog Searches Work378Accounts Required for the CMA System379CMA System Service Account379CMA System Computer Account379Understanding Base DN379Understanding Exclusion Filters381Polycom CMA System and Windows Authentication382Directory Management Operations383Integrate with Enterprise Directory Server Option383Create the Polycom CMA System Service Account384Create the Polycom CMA System Computer Account385Enable Integration with the Enterprise Directory Server386Allow Delegated Authentication to Enterprise Directory Server387Remove or Include Dynamically-Managed Endpoints in the Global Address Book388Remove or Include Guest Book Entries in the Directory389Support LifeSize Endpoints in Directories389Modify Directory Listings389Configure LDAP Settings390Directory Setup Operations391View the Global Address Book391Set or Change the GAB Password392Multiple Address Books393Multiple Address Books Overview393How Multiple Address Books Work394View the Address Book List and Details395Add an Address Book395Edit an Address Book397Assign Address Books to Groups399Viewing the Address Book a User is Assigned To400Delete an Address Book400Change Address Book Priority401Set the Default Address Book401Copy an Address Book402Polycom CMA System Setup Overview403Server Settings403Polycom CMA System Licensing404Polycom CMA System Site Topology and Dial Plan Set Up406Sites List407Add/Edit Site Dialog Box408Site Links412Add/Edit Site Link Dialog Box412Site-to-Site Exclusions412Territories413Add/Edit Territory Dialog Box413Network Clouds414Add/Edit Network Cloud Dialog Box414Polycom CMA System Gatekeeper Functionality414Default, Redundant, Alternate, and Neighboring Gatekeepers415Default Gatekeeper415Redundant Gatekeeper415Alternate Gatekeeper416Neighboring Gatekeeper416Device Registration416Routing Mode418Direct Mode418Routed Mode418Polycom CMA System Integration with Microsoft Outlook419Standard Polycom CMA System and Reserved Conferencing419Polycom Conferencing for Microsoft Outlook, Reservationless Conferencing, and Calendaring Management420Polycom CMA System Integration with Microsoft Lync Server 2010 or Microsoft Office Communications Server 2007421Endpoint Directory and Directory Settings421Server Setting Operations423Edit the Polycom CMA System Network Settings423Edit the Polycom CMA System Time Settings424Integrate with Microsoft Exchange Server for Calendaring Management425Associate Sites with Microsoft Exchange Servers425Assign Calendaring Settings to Provisioning Profiles426Provision the Exchange Mailbox for Calendaring Service-enabled Endpoints427Integrate with Microsoft Lync Server 2010 or Microsoft Office Communications Server 2007427Provision Group for Microsoft Lync or Microsoft Office Communications Server Integration428Provision SIP Settings for Microsoft Lync or Microsoft Office Communications Server Integration428View Current Polycom CMA System Licensing430Add Polycom CMA System Licenses431Request a Software Activation Key Code431Enter the Polycom CMA System Activation Key431Reclaim Polycom CMA Desktop Licenses432Add or Remove a Polycom CMA System Custom Logo432Add or Remove a Polycom CMA Desktop Custom Logo433Edit the Polycom CMA System E-mail Account434Polycom CMA System SNMP435SNMP Overview435Polycom CMA System SNMP Operations437Enable SNMP Messaging437Edit the SNMP Settings for a Polycom CMA System437Add an SNMP Notification Receiver439Configure Alert Thresholds441Download Polycom CMA System MIB Package442Change the SNMP Communication Port444Database Operations445Overview of the Polycom CMA System Database445Internal Databases446External Databases446Database Restoration447Database Operations447Integrate a Polycom CMA System to an External Database448Revert a Polycom CMA System to its Internal Database448Copy the CMA System Database Backup Files448Reformat the Existing Database449Polycom CMA System Redundancy451Polycom CMA 5000 System Redundancy Overview451How Redundancy Works451Redundant Configuration System Administration453Implement a Redundant Polycom CMA 5000 System454Configure the External Database for Redundancy455Set the Virtual IP Address for the Redundant System456License a Redundant Polycom CMA System457Failover to a Redundant Polycom CMA 5000 System Server457Discontinue Redundancy on a Polycom CMA 5000 System Configuration458Gatekeeper Management459Primary Gatekeeper Management Operations459Edit the Primary Gatekeeper Settings459Configure Prefixed Based Registration461Alternate Gatekeeper Management Operations462Add an Alternate Gatekeeper462Edit the Alternate Gatekeeper Settings463Remove the Alternate Gatekeeper463Neighboring Gatekeeper Management Operations463View Neighboring Gatekeepers463Add a Neighboring Gatekeeper464Edit a Neighboring Gatekeeper464Delete a Neighboring Gatekeeper464Management & Security Operations465Update the Polycom CMA System Software465Manage Certificates466Certificates Accepted by the Polycom CMA System466Certificate Operations468View Certificates and Certificate Details468Create a Certificate Signing Request470Install a Certificate471Upload a Certificate Revocation List472Delete a Certificate473View the Expiration Dates for Certificates and CRLs474Change the System User Interface Timeout and Number of Sessions474Give Enterprise Users Default Scheduler Role475Change the Message for Enterprise Users without a Role475Control Remote Desktop Connections to the CMA System475Automatic Registration Synchronization476Set Common Passwords for Endpoints477Disable Common Password for Endpoints477Set Local Account Lockout and Timeout478Set Local Password Requirements478Add Machine Accounts480Change Internal Database Passwords481Dial Plan Setup Operations483Site Operations483View the Graphical Site Topology484View the Sites List484Add a Site485View Site Information493Assign Locations to a Site493Edit Site Settings495Edit Site Provisioning Settings495Delete a Site496Set Up SIP496Edit SIP URI Data497Site Link Operations498View the Site Links List499Add a Site Link499Edit a Site Link499Delete a Site Link500Site-to-Site Exclusions500View the Site-to-Site Exclusion List500Add a Site-to-Site Exclusion501Edit a Site-to-Site Exclusion501Delete a Site-to-Site Exclusion501Territories502View the Territory List502Add a Territory502Edit a Territory502Delete a Territory503Network Clouds503View the List of Network Clouds503Add a Network Cloud503Edit a Network Cloud504Delete a Network Cloud504Dial Plan Service Operations505Conference on Demand505Simplified Dialing506View the Services List510Add a Service510Edit a Service511Delete a Service511Dial Rule Operations512Default Dial Rules514Parts of a Dial Rule514Pattern Types514Routing Actions515Examples of Custom Dial Rules515View the Dial Rules List516Add a Dial Rule517Enable or Disable Dialing Rules517Edit a Dial Rule518Least-Cost Routing Operations518How Least-Cost Routing Works519Example of Least-Cost Routing519LCR Tables for Three Sites519Call Scenario One521Call Scenario Two521Determining Area Codes522Determining Country Codes522Determining the Weighted Cost522View the Least Cost Routing Tables List523Add a Least Cost Routing Table523Edit a Least Cost Routing Table523Delete a Least Cost Routing Table524E.164 Numbering Scheme524E.164 Implementation in the CMA System524E.164 Alias Assignment524E.164 Numbering Scheme Default Settings525E.164 Numbering Scheme Explained525Generating E.164 Aliases528Setting-up an E.164 Alias in a User Dial String Reservation528Setting-up an E.164 Alias in a Room Dial String Reservation529Remote Alert Setup Operations531Set Up Remote Alerts531Set Up CMA System-generated E-mail Account532Enable CMA System Remote Alerts532Set CMA System Remote Alert Level Settings533Set Endpoint Alert Level Settings535Add a Remote Alert Profile536Associate a Remote Alert Profile With a User538Edit a Remote Alert Profile539Disable a Remote Alert Profile539Delete a Remote Alert Profile539Disable CMA System Remote Alerts540System Management and Maintenance541Management and Maintenance Overview541Administrator Responsibilities541Auditor Responsibilities542Recommended Regular Maintenance543System Backup and Recovery Operations545Backup Internal Databases and System Configuration545Backup the CMA System Internal Databases546Backup the CMA System Settings546Restore Database and System Configuration547Restore to Factory Default Image547Restore from a Backup Archive548System Troubleshooting549Troubleshooting Utilities Dashboard549Troubleshooting Specific Types of Issues551Registration Problems and Solutions551Point-to-Point Calling Problems and Solutions553MCU and Gateway Dialing Problems and Solutions554Conference On Demand Problems and Solutions555Gatekeeper Cause Codes555System Security and Port Usage557Open Inbound Ports on the Polycom CMA System557Outbound Ports Used by the Polycom CMA System558Size: 9.75 MBPages: 560Language: EnglishOpen manual
