Poly RealPresence CloudAXIS Suite Administrator Guide

RealPresence® CloudAXIS™ Suite Administrators’ Guide Software 1.3.1

Polycom, Inc. 1

ADMINISTRATORS’ GUIDE

RealPresence

®

CloudAXIS™ Suite

Software 1.3.1 | September 2013 | 3725-03273-003 Rev A

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RealPresence® CloudAXIS™ Suite Administrators’ Guide Software 1.3.1

Polycom, Inc. 5

B: Creating a Facebook App ................................................................................ 139

C: DMA Factory Conference Settings Impact ..................................................... 144

D: CloudAXIS Restricted Shell ............................................................................. 147

Introduction ................................................................................................................................... 147

Usage ............................................................................................................................................. 147

Use Case - Login as 'caxis' via Console or via a SSH Connection ............................................. 147

Use Case - Change System Hostname ....................................................................................... 148

Use Case - Log Collection ........................................................................................................... 148

Use Case - Copying the generated logs to a different server ...................................................... 149

Use Case - Access Log Files ....................................................................................................... 149

Use Case - Changing Password of the 'caxis' User .................................................................... 149

Use Case - Configure System NTP Settings ............................................................................... 150

Use Case - Quick Sync System date-time with a Specific NTP server ....................................... 150

Use Case - Show Product Version .............................................................................................. 150

Use Case - Regeneration of Certificates ..................................................................................... 151

Use Case - Change System Timezone ........................................................................................ 151

Use Case - Restarting Services ................................................................................................... 152

Use Case - Set System Date Time .............................................................................................. 152

Use Case - View System Network Information ............................................................................ 153

Use Case - System Network Configuration is already set to use DHCP ..................................... 153

Use Case - Enabling DHCP in a machine where DHCP is not enabled ...................................... 154

Use Case - Configuring Static IP Address in a System where DHCP is in an 'Enabled' state .... 154

Use Case - Configuring Static IP Address in a system where DHCP is in a 'Disabled' state ...... 156

Use Case - Configuring Static IP Address in a system where DHCP is in a 'Disabled' state with

the currently assigned IP address ................................................................................................ 158

Use Case - Attempting to configure manual DNS settings while DHCP is enabled in the system

..................................................................................................................................................... 160

Use Case - Using invalid network values ..................................................................................... 160

Use Case - Using an IP that is already assigned to a machine in the same network ................. 161

Use Case - Reboot System ......................................................................................................... 162

Use Case - Exit Restricted Shell .................................................................................................. 162

Use Case - Login Timeout: .......................................................................................................... 162

E: Third-Party Software ........................................................................................ 163

RealPresence® CloudAXIS™ Suite Administrators’ Guide Software 1.3.1

Polycom, Inc. 6

About This Guide

This administrators’ guide uses a number of conventions that can help you to understand information and

perform tasks.

Conventions Used in this Guide

This administrators’ guide contains terms, graphical elements, and a few typographic conventions.

Familiarizing yourself with these tools will help you to successfully perform tasks.

Terms and Writing Conventions

As you read this guide, you will notice the same terms and conventions are used repeatedly. Make sure

you familiarize yourself with these terms and conventions so you understand how to perform

administration tasks.

 Apache Tomcat An open source web server and application container to run the Services Portal

application.

 Experience Portal The meeting conference interface. Also referred to as MEA.

 Services Portal The backend for scheduling meetings, adding users, and adding contacts. Also

referred to as WSP.

 NGINX An HTTP Server used to render static content and delegate requests to Apache Tomcat.

 FQDN Fully Qualified Domain Name. Example of an FQDN: dma.example.com

 Network Time Protocol Server (NTP) The NTP server sets the time and date settings for the

Services Portal

 VMR Virtual Meeting Rooms (VMR) A virtual meeting space that users and endpoints can join

to participate in a multi-party videoconference. VMRs are identified and addressed by numeric IDs.

A VMR may be personal or temporary. A personal VMR (also known as a persistent VMR) remains

in existence indefinitely and can be used for different individual meeting events over time. A

temporary VMR is created for a specific meeting or time period and is deleted once the meeting or

time period has ended. Also see the Polycom DMA 7000 System Operations Guide on the Polycom

Support site.

 VMR Prefix Specifying a VMR prefix value allows the Services Portal and Experience Portal to

know where to direct requests concerning a particular VMR Id. For example, if DMA-1 had the

dialing prefix specified as “1” and DMA-2 had no dialing prefix specified, all portal requests

concerning VMRs with Id “1xxxx” would be directed to DMA-1 and requests concerning any other

VMR Id would be directed to DMA-2.

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RealPresence® CloudAXIS™ Suite Administrators’ Guide Software 1.3.1

Polycom, Inc. 8

Typographic Conventions

A few typographic conventions, listed next, are used in this guide to distinguish types of in-text

information.

Typographic Conventions

Convention Description

Bold

Highlights interface items such as menus, soft keys, file names, and directories.

Also used to represent menu selections and text entry to the phone.

Italics

Used to emphasize text, to show example values or inputs, and to show titles of

reference documents available from the Polycom Support Web site and other

reference sites.

Blue Text Used for cross references to other sections within this document and for hyperlinks

to external sites and documents.

Courier

Used for code fragments and parameter names.

What’s in this Guide?

This administrators’ guide is organized into five chapters and four appendices. The first chapter, Getting

Started, introduces Polycom RealPresence CloudAXIS Services Portal and Experience Portal. The

chapters that follow show you how to configure and deploy these portals and create and manage your

user accounts. The appendices provide you with information on third-party apps and software and

template settings.

Chapter 1: Getting Started - This chapter gives you a brief overview of the Services Portal and

Experience Portal, deployment prerequisites, and Setup Worksheets to assist you with configuring the

Services Portal and Experience Portal.

Chapter 2: Deploying and Configuring the Portals - This chapter shows you how to deploy and

configure the Services Portal and the Experience Portal.

Chapter 3: Creating and Managing User Accounts - This chapter shows you how to create, edit, and

delete Active Directory and local user accounts.

Chapter 4: Providing Secure Guest Access - This chapter gives you suggestions for enabling secure

access to users located outside of your organization’s firewall.

Chapter 5: Troubleshooting the Services Portal - This chapter gives you troubleshooting procedures to

resolve common portal errors and situations.

Appendix A: Creating a Google Talk™ App - This appendix shows you how to create a Google Talk

app to enable access to those contacts from the Experience Portal.

Appendix B: Creating a Facebook App - This appendix shows you how to create a Facebook app to

enable access to those contacts from the Experience Portal.

Appendix C: DMA Factory Conference Settings Impact - This appendix uses a table to show you how

DMA factory conference template settings impact CloudAXIS web client behavior.

RealPresence® CloudAXIS™ Suite Administrators’ Guide Software 1.3.1

Polycom, Inc. 9

Appendix D: CloudAXIS Restricted Shell -This appendix provides you with the information to log in to

CloudAXIS products from either a console or via an SSH connection and perform various shell

operations.

Appendix E: Third-Party Software - This appendix gives you the license details for third-party software

mentioned in this guide.

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RealPresence® CloudAXIS™ Suite Administrators’ Guide Software 1.3.1

Polycom, Inc. 12

Figure 1: Polycom RealPresence Platform

The RealPresence Platform components work with the CloudAXIS Suite to enable users to create and

participate in video conference meetings accessed from a web browser or other hardware and software

video endpoints, including mobile devices running the Polycom RealPresence Mobile application. The

meetings are scheduled in the Services Portal and joined via the Experience Portal. The Services Portal

and Experience Portal run on one or more VMware ESXi 5.x hosts. Scheduling a meeting in the Services

Portal requires user or admin account access (see Understanding Account Roles). Participating in

meetings, however, only requires access to the Experience Portal via a URL link sent in an email or

instant message and a downloaded plug-in.

Users may be added to the Services Portal locally or through integration with an enterprise Lightweight

Directory Access Protocol (LDAP) server. If LDAP integration is configured, enterprise users may use

their network credentials to access and host meetings on the Services Portal and to log into the

Experience Portal.

To create a scheduled meeting, users log in to the Services Portal, select the Schedule option, choose

their meeting options, list the participants they want to invite, and then click on the Schedule button. The

Services Portal then contacts the DMA system to create a Virtual Meeting Room (VMR) on an MCU for all

participants to join and sends out email notifications to each invited participant via the configured SMTP

server. The invitation contains a URL, but can also contain information for SIP, H.323, and ISDN access.

When the meeting takes place, the DMA system validates the VMR and routes the call to the destination

RealPresence Collaboration Server.

When a user creates a meeting that starts immediately (ad hoc), the user’s Experience Portal launches

and enables the user to begin inviting participants. The participants may be invited from an aggregated

list of the meeting creator’s Facebook, Google Talk™, and/or Skype™ contacts. Accessing Facebook or

RealPresence® CloudAXIS™ Suite Administrators’ Guide Software 1.3.1

Polycom, Inc. 13

Google Talk™ contacts requires that the Services Portal administrator has enabled and provisioned app-

user credentials on the relevant service. A user may then download and install a social plug-in to enable

social integration by performing the following:

 Google Talk™ Log into Google Talk service via the Experience Portal.

 Facebook Log into Facebook service via the Experience Portal.

 Skype™ Run the Skype software, log in to the Skype service via the Skype software, instruct the

Portal to integrate with the Skype session and allow that integration in the Skype client.

All of the meeting creator’s contacts that are currently online populate the contacts list in the Experience

Portal. When a contact is selected, a URL is sent to the contact on that particular social IM service. The

invited participants click the URL or paste it in to their browser to gain access to the meeting.

If a Polycom RSS server has been configured for the environment hosting the meeting, the creator of the

meeting may select the record meeting option, which records all aspects of the meeting including all video

streams, audio streams, and shared content.

The Services Portal and the Experience Portal are each packaged in an .OVA file which must be

deployed on VMware ESXi hosts using vSphere tools (e.g., VMware vCenter using the vSphere client).

Before deployment, be sure all minimum requirements are met as outlined in the next section.

Understanding Minimum Requirements

Before deploying the Services Portal and the Experience Portal, you must complete the setup worksheets

and meet the requirements in Table 2. To complete the worksheets, see Completing Setup Worksheets.

Table 2: Minimum Requirements

Component Description

RealPresence Platform Functioning RealPresence Platform with DMA and sufficient MCU

capacity to meet your requirements. For more information, see

Understanding the RealPresence Platform.

Web Browsers The following web browsers are supported:

 Microsoft Internet Explorer

®

v8.0 or higher

 Mozilla Firefox

®

v14.0 or higher

 Google Chrome™ v11.0 or higher

 Apple Safari v5.0.6 or higher

.OVA

 Latest Experience Portal .OVA file, downloaded to your local

machine from the Polycom support site.

 Latest Services Portal .OVA file, downloaded to your local

machine from the Polycom support site.

One or more ESXi hosts Must be version 5.0 or higher and support 64-bit VM installations.

Using a vSphere client, you must be able to access and administer

VMware ESXi hosts either directly or via a vCenter host controller.

RealPresence® CloudAXIS™ Suite Administrators’ Guide Software 1.3.1

Polycom, Inc. 14

Component Description

VMware vSphere vCenter

controller

Optional

Dynamic Host Configuration

Protocol (DHCP)

Allows the portals to obtain their IP addresses.

LDAP Server (Optional) Enables Enterprise user’s authentication using their

network credentials. Note that currently the Services Portal only

supports integration with a Microsoft Active Directory.

This feature also enables administrators to import Enterprise LDAP

server users. The administrator can edit the imported user’s role or

set the user status as inactive. For information on user roles, see

Understanding Account Roles. For information on changing

imported user accounts, see Editing Accounts Created from the

Active Directory.

SMTP Server Enables the Services Portal to deliver email meeting invites and

other notifications such as user onboarding.

Edge Proxy If providing access to external guests, a functioning firewall/NAT

traversal element such as RealPresence Access Director or Acme

Packet Net-Net Enterprise Session Director is required (see

Understanding the RealPresence Platform). This element should be

provisioned to allow SIP guest access (required) and H.323 access

(optional) to your DMA and MCUs.

HTTP Reverse Proxy If providing access to external guests, a functioning HTTP reverse

proxy is required. This element should be provisioned to allow

HTTPS and web socket access to the Experience Portal and HTTPS

access to the Services Portal (optional).

End User License Agreement

(EULA)

Access the EULA for your product at

http://support.polycom.com/PolycomService/home/home.htm

RealPresence® CloudAXIS™ Suite Administrators’ Guide Software 1.3.1

Polycom, Inc. 15

Minimum Server Requirements

The Services Portal and Experience Portal in the Polycom® RealPresence® CloudAXIS™ Suite are

deployed as two virtual machine instances (one for the Services Portal and one for the Experience

Portal). Each instance must meet the requirements in the following table.

Table 3: Server Components per VM Instance

Component Description

CPU Each instance must be hosted on a physical CPU with the following

clock-speed characteristics:

 >=2.0 GHz (Intel Xeon E5 Series or better CPU)

 >=2.5 GHz (Intel Xeon 5500 Series or better CPU)

 Support 64-bit installations

Virtual Cores

Each instance must have 8 virtual cores.

RAM 8 GB

Accessible Storage 100 GB

RealPresence® CloudAXIS™ Suite Administrators’ Guide Software 1.3.1

Polycom, Inc. 16

Learning Port Usage

This section lists the ports used to ensure successful network traversal for the Services Portal.

Figure 2: Port Usage Diagram

Table 4: Port Usage Inbound

Protocol/Function Communication Ports

HTTP/HTTPS From web clients to the Services

and Experience Portals.

TCP 443. 80 is also enabled but

redirects to 443.

Provides web browser access to

the User Interface (UI) and

REST APIs.

RealPresence® CloudAXIS™ Suite Administrators’ Guide Software 1.3.1

Polycom, Inc. 17

Table 5: Port Usage Outbound

Protocol/Function Communication Ports

SMTP Between the Services Portal and

the organization’s SMTP server

 TCP 25 for non-secure

(SMTP).

 TCP 587/465 for secure

(SMTP-S).

LDAP Between the Services Portal and

the organization’s LDAP server.

 TCP 389 for non-secure

(LDAP).

 TCP 636 for secure

(LDAP-S).

XMPP Between web clients and external

social media services.

TCP 5222

The CloudAXIS Social Plug-in

running on a host-user's PC

uses this port to communicate

with Google Talk™ and

Facebook services to get contact

presence information and deliver

instant message invites.

SIP Between client endpoints and DMA

or the intermediate Edge Proxy

(RPAD or Acme.)

5060 (UDP/TCP) /5061 (TLS)

SIP is the signaling protocol

used by the CloudAXIS Web

Client, RealPresence Mobile,

and other SIP endpoints.

RTP/RTCP/SRTP/SRTCP Between client endpoints and the

MCU or the intermediate Edge

Proxy (RPAD or Acme).

CloudAXIS Web Client: UDP

ports 3230 – 3237

For the

RTP/RTCP/SRTP/SRTCP port

range used by other Polycom

and third-party products, please

see the appropriate product

documentation.

RTP and SRTP are used to

carry visual and audio media

between web-based clients and

the RMX.

RTCP and SRTCP provide out-

of-band statistics and control

information for an associated

RTP or SRTP flow.

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Polycom, Inc. 18

Protocol/Function Communication Ports

BFCP Between client endpoints and the

MCU or the intermediate Edge

Proxy (RPAD or Acme)

3238 (UDP/TCP)

BFCP is the signaling protocol

used by SIP clients to negotiate

content sharing.

Completing Setup Worksheets

Before you begin the Services Portal deployment, complete the fields in the My System Values column of

each of the Setup Worksheets. As you progress through the configuration, use the information in these

worksheets as a reference.

Table 6: Setup Worksheet for the LDAP Server Configuration

LDAP Options My System Values Description

Server Enter the FQDN or IP address of the LDAP

Server.

Secure Select to establish a secure connection to the

LDAP Server.

Note: If Secure is selected, upload the trust

certificate of the LDAP server in the Service

Portal. See Uploading Certificates or

Certificate Chain.

Port Enter the port number to connect to the LDAP

Server. Typical values:

 389 for non-secure (LDAP).

 636 for secure (LDAP-S).

BaseDN Specify the distinguished name (DN) of a

subset of the Active Directory hierarchy. This

determines the set of users that are able to

schedule meetings via the Services Portal.

Username Enter the LDAP service account user ID.

Password Enter the login password for the service

account user ID.

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Table 7: Setup Worksheet for the SMTP Server Configuration

Server Settings My System Values Description

Server Enter the FQDN or IP address of the SMTP

Server.

Secure Select to establish a secure connection to the

SMTP Server.

Port After deployment, enter the port to use

connect to SMTP Server. Typical values:

 25 for non-secure (SMTP).

 587/465 for secure (SMTP-S).

Login Id After deployment, enter the SMTP service

account user ID.

Password Enter the login password for the service

account user ID.

Sender Mail Id Enter the email ID to be used as the return

address for notifications sent by the Services

Portal. This will typically be configured as a

“null” or “no reply” address.

Table 8: Setup Worksheet for the Server Settings

SMTP Options My System Values Description

MEA Server https:// Enter the URL, including the FQDN assigned

to the IP address of the Experience Portal.

See

Accessing the Experience Portal.

This information is used in constructing the

meeting links. Make sure that this domain

name is accessible to all users of the solution

including any that may be located outside of

the organization.

WSP Server https:// Enter the URL including the FQDN assigned

to the IP address of the Services Portal. See

Accessing the Services Portal.

This domain name is used in constructing the

login link to Services Portal. Make sure that

this domain name is accessible to all users

who will access the Services Portal.

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Polycom, Inc. 20

Table 9: Setup Worksheet for the DMA Configuration

System Configuration

Information

My System Values Description

Name Enter a ‘nickname’ to assign to the DMA

system to distinguish it in the Services Portal

configuration.

Host Enter the FQDN or IP address of an individual

DMA or the FQDN of the supercluster's virtual

address if the DMA is part of a supercluster.

Port Enter the TCP port number to use when

communicating with the DMA system.

Typically, you will specify port 8443

(corresponding to the https REST API for the

DMA system).

VMR Prefix Enter the VMR prefix that corresponds to this

DMA system. This is optional and for use in

environments where dialing plans are used to

assign different VMR IDs to be handled by a

peered set of DMA systems. Specifying this

value allows the portals to know where to

direct API requests concerning a particular

VMR ID. For example, if DMA-1 had the

dialing prefix specified as “1” and DMA-2 had

no dialing prefix specified, all portal requests

for VMRs with ID “1xxxx” would be directed to

DMA-1 and requests concerning any other

VMR ID would be directed to DMA-2.

Note that the VMR prefix must match what is

on the DMA. To set up this value, see the

Polycom DMA 7000 System Operations

Guide on the Polycom Support site.

Default Admin Enter a user account name with an

administrative role that exists on the DMA

system.

Note that if the DMA system is configured to

have multiple domains, make sure that the

admin user account has access to all the

domains and hence can search the VMRs of

all users. This typically requires a domain

account rather than a local DMA account.

See the Polycom DMA 7000 System

Operations Guide for more detail on adding

MCU Pool orders.

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Poly RealPresence CloudAXIS Suite Administrator Guide

Poly RealPresence CloudAXIS Suite Administrator Guide

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