Poly RealPresence Platform Director Administrator Guide

RealPresence® CloudAXIS™ Suite Administrators’ Guide Software 1.3.1

Polycom, Inc. 1

ADMINISTRATOR GUIDE

RealPresence

®

Platform Director™

Software 1.7.1 | September 2014 | 3725-66008-002 Rev B-3

RealPresence

®

Platform Director™ Administrator Guide Version 1.7.1

Polycom, Inc. 2

another language or format, or transmitted in any form or by any means, electronic or mechanical, for any purpose,

without the express written permission of Polycom, Inc.

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San Jose, CA 95002

USA

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countries. All other trademarks are property of their respective owners. No portion hereof may be reproduced or

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written permission of Polycom.

End User License Agreement

By installing, copying, or otherwise using this product, you acknowledge that you have read, understand and agree

to be bound by the terms and conditions of the End User License Agreement for this product.

Patent Information

The accompanying product may be protected by one or more U.S. and foreign patents and/or pending patent

applications held by Polycom, Inc.

Open Source Software Used in this Product

This product may contain open source software. You may receive the open source software from Polycom up to

three (3) years after the distribution date of the applicable product or software at a charge not greater than the

cost to Polycom of shipping or distributing the software to you. To receive software information, as well as the

open source software code used in this product, contact Polycom by email at O[email protected]

.

Disclaimer

While Polycom uses reasonable efforts to include accurate and up-to-date information in this document, Polycom

makes no warranties or representations as to its accuracy. Polycom assumes no liability or responsibility for any

typographical or other errors or omissions in the content of this document.

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Polycom and/or its respective suppliers make no representations about the suitability of the information contained in

this document for any purpose. Information is provided “as is” without warranty of any kind and is subject to change

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whatsoever (including without limitation, damages for loss of business profits, business interruption, or loss of

business information), even if Polycom has been advised of the possibility of such damages.

Customer Feedback

We are striving to improve our documentation quality and we appreciate your feedback. Email your opinions and

comments to [email protected].

Visit the Polycom Support Center for End User License Agreements, software downloads, product documents,

product licenses, troubleshooting tips, service requests, and more.

Polycom, Inc. 3

Contents

About This Guide ...................................................................................................... 7

Conventions Used in this Guide ..................................................................................................... 7

Terms and Writing Conventions ....................................................................................................... 7

Information Elements ....................................................................................................................... 8

Typographic Conventions ................................................................................................................ 9

Help and Technical Support ............................................................................................................ 9

Polycom Support .............................................................................................................................. 9

Reference Documentation ............................................................................................................. 10

Documentation Feedback .............................................................................................................. 10

Product Overview ................................................................................................... 11

Product Architecture ...................................................................................................................... 11

RealPresence Platform Software .................................................................................................. 12

RealPresence

DMA, Virtual Edition ................................................................................................ 12

RealPresence Resource Manager, Virtual Edition ........................................................................ 12

RealPresence Collaboration Server, Virtual Edition ...................................................................... 13

RealPresence Access Director, Virtual Edition .............................................................................. 13

RealPresence CloudAXIS Suite ..................................................................................................... 13

Supported RealPresence Virtual Editions.................................................................................... 14

Product Requirements ........................................................................................... 15

Virtual Machine Requirements ...................................................................................................... 15

Network Port Requirements .......................................................................................................... 16

Data Center Requirements............................................................................................................. 18

Software License Requirements ................................................................................................... 18

Web Browser Requirements .......................................................................................................... 18

Deploy RealPresence Platform Director in Your VMware Environment ............. 20

Prepare for the Deployment .......................................................................................................... 20

Deploy the RealPresence Platform Director Image in a vCenter ............................................... 21

Configure the RealPresence Platform Director System ............................................................. 22

Open the Polycom Management Console ..................................................................................... 22

Stop RealPresence Platform Director Services ............................................................................. 23

Configure the Basic Network ......................................................................................................... 24

Configure the DNS Server Settings ............................................................................................... 24

Set a Host Name for the Instance .................................................................................................. 24

Generate a Self-Signed Security Certificate .................................................................................. 24

Restart RealPresence Platform Director Services ......................................................................... 25

Set Up Licensing for the RealPresence Platform Director Instance ......................................... 25

Open the New RealPresence Platform Director Instance .............................................................. 25

Log In to the Polycom Licensing Center ........................................................................................ 27

Activate Licenses for the RealPresence Platform Director ............................................................ 29

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Add a RealPresence System Component to your RealPresence Platform Director System .. 32

Create a New Instance of a Supported RealPresence Product Deployed in a vCenter ................ 33

Add an Instance of a Supported RealPresence Product Deployed Outside vCenter .................... 33

Upgrade an Existing Instance of a RealPresence Product ............................................................ 34

Add an Existing RealPresence Instance for Monitoring Only ........................................................ 34

Create a New Instance and Migrate Data from a Prior Version .................................................... 34

Manage the RealPresence Platform Director Environment ................................. 36

Manage Providers ........................................................................................................................... 36

Add a Provider ............................................................................................................................... 36

Edit Provider Details ....................................................................................................................... 37

Delete a Provider ........................................................................................................................... 37

Manage Zones ................................................................................................................................. 38

Add a Zone ..................................................................................................................................... 38

Edit Zone Details ............................................................................................................................ 39

Delete a Zone ................................................................................................................................. 39

Manage Resource Groups ............................................................................................................. 40

Add a Resource Group to a Zone .................................................................................................. 40

Edit a Resource Group................................................................................................................... 41

View Resource Group Status ......................................................................................................... 41

Delete a Resource Group .............................................................................................................. 42

Manage Virtual Edition Images ..................................................................................................... 43

Add a Component Virtual Edition Image ........................................................................................ 43

Edit Image Values .......................................................................................................................... 44

Delete an Image ............................................................................................................................. 44

Manage Instances ........................................................................................................................... 45

Create a New Virtual Instance ....................................................................................................... 45

Add an Existing Virtual Instance .................................................................................................... 47

Add an Existing Appliance Instance ............................................................................................... 49

Add an Existing (Non-vCenter) Instance ........................................................................................ 50

View or Edit Instance Details ......................................................................................................... 51

View Instance Status ...................................................................................................................... 52

Delete an Instance ......................................................................................................................... 53

Manage Service Groups ................................................................................................................. 53

Create a Service Group ................................................................................................................. 54

View or Edit Service Group Details ................................................................................................ 54

Add a New Instance to a Service Group ........................................................................................ 55

Remove an Instance from a Service Group ................................................................................... 55

Manage Licenses for RealPresence Platform Director Components ................. 56

Allocate Licenses for Polycom RealPresence System Components ............................................. 56

Monitor the RealPresence Platform Director Environment ................................. 60

SNMP Description ........................................................................................................................... 60

SNMP Framework .......................................................................................................................... 60

Polycom’s Use of SNMP ................................................................................................................ 60

SNMP Notifications ........................................................................................................................ 61

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Set Up System Monitoring ............................................................................................................. 61

Enable SNMP for an Instance ........................................................................................................ 62

View Alarms .................................................................................................................................... 64

View System Alarms ...................................................................................................................... 65

View Alarms by Entity Type ........................................................................................................... 66

Clear Alarms from the System ....................................................................................................... 66

View and Edit Threshold Values ................................................................................................... 67

View or Edit Thresholds for a Defined Group ................................................................................ 67

View or Edit Threshold Details for a Product Instance .................................................................. 68

View or Edit Threshold Details Within a Service Group ................................................................. 69

View System Status ........................................................................................................................ 69

Enable SNMP in the RealPresence Platform Director Environment ......................................... 70

Manage Users .......................................................................................................... 72

Manage System Users.................................................................................................................... 73

Add a User ..................................................................................................................................... 73

Edit a User ..................................................................................................................................... 74

Delete a User ................................................................................................................................. 74

Reset a User Password ................................................................................................................. 74

Manage Administrator Account Credentials ............................................................................... 75

Edit Your Administrator Profile ....................................................................................................... 75

Change Your Administrator Password ........................................................................................... 75

Manage Platform Settings ...................................................................................... 77

Manage Certificates ........................................................................................................................ 77

Generate Certificates and CSRs .................................................................................................... 77

View or Delete a Certificate ........................................................................................................... 79

Upload Certificates or a Certificate Chain ...................................................................................... 79

View and Manage Logs .................................................................................................................. 80

Migrate Software ............................................................................................................................. 81

Configure RealPresence Platform Director to use SMTP ........................................................... 83

Appendix 1: Required VMware Permissions ........................................................ 84

Overview .......................................................................................................................................... 84

vCenter Permissions ...................................................................................................................... 84

VMware APIs in RealPresence Platform Director .......................................................................... 84

Manage Instances ........................................................................................................................... 85

Add a VM Instance ......................................................................................................................... 85

Create an Instance ......................................................................................................................... 86

Add an Existing Instance................................................................................................................ 86

Monitor vCenter Resources ........................................................................................................... 86

Recommendations .......................................................................................................................... 87

References ...................................................................................................................................... 88

Appendix 2: Troubleshooting ................................................................................ 89

Deployment ..................................................................................................................................... 89

Management .................................................................................................................................... 89

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Appendix 3: Third-Party Software ......................................................................... 91

Offer of Source for Open Source Software .................................................................................. 91

Open Source Software ................................................................................................................... 91

Contact information for requesting source code ............................................................................ 91

License Information ........................................................................................................................ 91

Polycom, Inc. 7

About This Guide

This administrator guide uses a number of conventions that will aid you in understanding the purpose,

functions, and capabilities of the Polycom

®

RealPresence

®

Platform Director system.

Conventions Used in this Guide

This administrator guide contains terms, graphical elements, and typographic conventions. Familiarizing

yourself these will help you administer the RealPresence Platform Director system.

Terms and Writing Conventions

This administrator guide contains various Polycom and telecommunications industry terms and acronyms,

graphical icons and elements, and typographical conventions. Understanding these conventions will help

you perform administrative tasks in the RealPresence Platform Director.

The following terms and acronyms are found in this guide.

Terms Used in this Guide

Term Definition

Apache Tomcat An open source web server and application container that runs the web-based

RealPresence Platform Director application.

FQDN Fully Qualified Domain Name. A complete domain name for a computer or host on the

internet. Example of an FQDN: dma.example.com.

Image RealPresence Platform subcomponents provided as *.ova files, which are uploaded to

RealPresence Platform Director to create product instances.

Nginx An HTTP server used to render static content and delegate requests to Apache Tomcat.

NTP Server Network Time Protocol Server. The NTP server sets the time and date settings for

RealPresence components managed within RealPresence Platform Director.

Provider Providers supply the RealPresence Platform Director with a virtualized infrastructure for

creating instances. VMware is currently the only supported Provider.

Resource Group A position within a zone that includes a group of computers, storage devices, and network

resources used to deploy instances. The resource group is available within a zone.

Service Group An organized collection of Virtual Machines (VMs) and various virtual Instances that make

up a video collaboration suite.

vCenter The VMware vCenter Server™ is one product from the vSphere suite. It centralizes the

management of multiple ESXi hosts as a single virtual environment.

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Term Definition

vSphere VMware vSphere is a suite of products, including VMware ESXi hypervisor, VMware

vCenter Server, and other optional products and modules, that create a virtualization

platform used to deploy and manage the RealPresence Platform Director, RealPresence

Platform components, and RealPresence CloudAXIS Suite components.

Virtual Edition RealPresence Platform Director components as software-based Virtual Machines.

VM Virtual machine. A software-based emulation of a computer.

Zone A RealPresence Platform Director-defined encapsulation of the physical location that

houses an instance or set of instances. The zone includes a provider, data center,

host/cluster, resource pool, data storage, and network resources.

Information Elements

The icons described in the table below are used to alert you to various types of important information in

this guide.

Icons Used in this Guide

Name Icon Description

Note

The Note icon highlights information of interest or important information needed

to be successful in accomplishing a procedure or to understand a concept.

Administrator Tip

The Administrator Tip icon highlights techniques, shortcuts, or productivity

related tips.

Caution

The Caution icon highlights information you need to know to avoid a hazard that

could potentially impact device performance, application functionality, or

successful feature configuration.

Warning

The Warning icon highlights an action you must perform (or avoid) to prevent

issues that may cause you to lose information or your configuration setup,

and/or affect system performance.

Web Info

The Web Info icon highlights supplementary information available online such

as documents or downloads on support.polycom.com or other locations.

Timesaver

The Timesaver icon highlights a faster or alternative method for accomplishing

a task or operation.

Power Tip

The Power Tip icon highlights faster, alternative procedures for advanced

administrators already familiar with the techniques being discussed.

Troubleshooting

The Troubleshooting icon highlights information that may help you solve a

relevant problem or to refer you to other relevant troubleshooting resources.

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®

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Name Icon Description

Settings

The Settings icon highlights settings you may need to choose for a specific

behavior, to enable a specific feature, or to access customization options.

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 entries.

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 references to topics and sections within this document andURL links

to external web pages or documents. If you click on blue text, you will be taken

to either an external document or web page, or to a reference within this

document

Fixed-width font (

courier

)

Used for code fragments and parameter names.

Help and Technical Support

Help and technical support for the RealPresence Platform Director is available at the Polycom Support

Center. The following sections provide links for service and specific products and their documentation.

Polycom Support

For product support or service, contact your Polycom reseller. For software downloads, product

documentation, product licenses, troubleshooting tips, service requests, and more, visit the RealPresence

Platform Director support site.

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Reference Documentation

The following support and reference documentation is available on the RealPresence Platform Director

support site:

● RealPresence® Platform Director Software 1.7.0 Release Notes

● RealPresence® Platform Director Software 1.7.0 Administrators’ Guide

For details on each of the RealPresence Platform products that may be used with the RealPresence

Platform Director, visit the Polycom support web site for links to:

● Polycom

®

RealPresence

®

DMA

®

7000

● Polycom

®

RealPresence

®

Resource Manager

● Polycom

®

RealPresence

®

Access Director™

● Polycom

®

RealPresence

®

Collaboration Server

● Polycom

®

RealPresence

®

CloudAXIS Suite (Services Portal and Experience Portal)

For details on all Polycom

®

RealPresence

®

CloudAXIS™ Suite products, visit

http://support.polycom.com/PolycomService/support/us/support/network/cloudaxis_suite/realpresence_cl

oudaxis_suite.html.

You can find Request for Comments (RFC) documents by entering the RFC number at

● http://www.ietf.org/rfc.html.

VMware support and reference documentation is available at

● https://www.VMware.com/support/pubs/vsphere-esxi-vcenter-server-pubs.html (and select

documentation for “Release 5.1” or “Release 5.0”)

● https://my.VMware.com/web/VMware.

For other references, look for the Web Info icon throughout this administrator guide.

Documentation Feedback

We strive to improve the quality of our documentation, and we appreciate your feedback. Please send

your email to DocumentationFeedback@polycom.com.

Polycom, Inc. 11

Product Overview

RealPresence Platform Director provides the flexibility to deploy the RealPresence Platform and

RealPresence CloudAXIS Suite products using general purpose hardware in a data center or in the cloud.

RealPresence Platform Director is required to deploy software and manage licensing for other Polycom

RealPresence products. It can support deployments on any virtualized data center running VMware.

The RealPresence Platform Director helps you deploy and monitor the Polycom RealPresence Platform

and RealPresence CloudAXIS Suite products to enable universal access to enterprise-grade video

collaboration to any business (B2B) or consumer (B2C) at the highest quality, reliability, and security.

The RealPresence Platform Director system is required for deployment and licensing of the following

RealPresence Platform, Virtual Editions.

● RealPresence Collaboration Server, Virtual Edition

● RealPresence DMA, Virtual Edition

● RealPresence Resource Manager, Virtual Edition

● RealPresence Access Director, Virtual Edition

● RealPresence CloudAXIS Services Portal and Experience Portal

The CloudAXIS Services Portal and Experience Portal can be deployed within or outside the

RealPresence Platform Director system.

Product Architecture

The following graphic illustrates a deployment scenario in which an organization’s data centers are

distributed globally. It shows an enterprise infrastructure with a vCenter that has been added as a

Provider in the RealPresence Platform Director System. This vCenter controls two data centers, each

comprising a zone in the RealPresence Platform Director configuration. Each zone contains at least one

resource group that includes resources such as hosts, clusters, and storage locations. Instances are

placed into service groups in RealPresence Platform Director for easy monitoring by system

administrators.

Using RealPresence Platform Director, system administrators for this enterprise can create and manage a

RealPresence Platform infrastructure across the entire organization with full control over how and where

instances are created.

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RealPresence Platform Director in a typical network

RealPresence Platform Software

Supported Products are listed below. Go to the Polycom support web site for the currently supported

RealPresence product release number.

● RealPresence DMA, Virtual Edition

● RealPresence Resource Manager, Virtual Edition

● RealPresence Collaboration Server, Virtual Edition

● RealPresence Access Director, Virtual Edition

● RealPresence CloudAXIS, Services Portal and Experience Portal

RealPresence

DMA, Virtual Edition

The RealPresence DMA, Virtual Edition, can manage a mixed pool of RMX devices and software

Multipoint Control Units (MCUs) and distribute multipoint video calls across conference platforms.

RealPresence Resource Manager, Virtual Edition

The RealPresence Resource Manager, Virtual Edition, is an integrated scheduling and device

management platform for video conferencing. This platform:

● Manages the conferencing system, including the software versions and updates of each managed

device, the provisioning of devices, and the monitoring of conference activity.

● Sets up and maintains scheduled conferences.

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● Maintains and supports a directory of the system devices and user credentials.

RealPresence Collaboration Server, Virtual Edition

The RealPresence Collaboration Server, Virtual Edition, is Polycom’s software-based multi-point control

unit (MCU).

RealPresence Access Director, Virtual Edition

The RealPresence Access Director, Virtual Edition, provides remote, guest, and business-to-business

users with the ability to securely access video services from anywhere.

RealPresence CloudAXIS Suite

The RealPresence CloudAXIS Services Portal enables users to create and participate in online video

conference meetings. Users create meetings by logging into the Services Portal, selecting the type of

meeting they want to create, setting the meeting parameters, and entering a list of participants to invite.

● The RealPresence CloudAXIS Services Portal also provides administrative capabilities for creating

and managing users and for configuring the components of the online video conference meetings.

● The RealPresence CloudAXIS Experience Portal is the conferencing interface that enables users to

participate in online enterprise video conferences and control their online video experience.

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Supported RealPresence Virtual Editions

The virtual editions of Polycom RealPresence Platform products supported with current and prior versions

of RealPresence Platform Director are listed in the following table. Most earlier versions of RealPresence

component products can be monitored within RealPresence Platform Director, although licensing is not

supported in those earlier versions. SNMP must be enabled within each component product before

RealPresence Platform Director can monitor those instances.

Supported Polycom RealPresence Virtual Editions

Product

Current

Version

SNMP

Monitoring Licensing

Earlier

Versions

SNMP

Monitoring

DMA 6.1–higher Yes Yes 6.0–lower Yes

RealPresence Resource Manager 8.2–higher Yes Yes 8.2–lower Yes

RealPresence Access Director 4.0–higher Yes Yes 3.1–lower Yes

RealPresence Collaboration Server 8.4–higher Yes Yes 8.3–lower Yes

RealPresence CloudAXIS (Services

and Experience Portals)

1.6–higher No Yes 1.5–lower No

RealPresence Content Sharing

Suite (CSS)

1.3–higher No Yes 1.2–lower No

Polycom, Inc. 15

Product Requirements

A system on which the RealPresence Platform Director is deployed must include the prerequisites and

meet the requirements outlined in this section and listed here.

● Virtual Machine Requirements

● Network Port Requirements

● Data Center Requirements

● Software License Requirements

● Web Browser Requirements

Virtual Machine Requirements

The minimum virtual machine requirements for the RealPresence Platform Director are outlined in the

following table.

RealPresence Platform Director Requirements for Production Operation

Product

Minimum Virtual

Processors/

Sockets

Minimum

Virtual Clock

Speed (GHz)

Minimum Total

Clock

Speed Memory

Disk

Storage

RealPresence Platform

Director

2 2.5 5000 MHz 4 GB 50 GB

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Network Port Requirements

Network access to the RealPresence Platform Director is achieved through the network ports listed in the

following table.

Required Network Ports

Source IP

Trans-

port Protocol Source Port Dest. IP / Port Note

INBOUND (to RPPD)

<RMX-Control &

Shelf> <RPRM

Address> <WSP

Interface>

TCP Propri-

etary

32768-

61000

RPPD

3333, 9333

License-related communications

between each product instance

and RealPresence Platform

Director. Frequency of

communication from each

product to RPPD is at the

discretion of each product.

Mgt PC IP TCP (HTTP)/

HTTPS

Unknown,

depends on

Mgt PC OS

RPPD

(80) /443

Mgt via WebUI (port 80 is not

required, but if accessed, it is

immediately redirected to 443)

Mgt PC IP TCP SSH Unknown,

depends on

Mgt PC OS

RPPD

22

Mgt via SSH

DHCP Server UDP DHCP 67 RPPD

68

For DHCP responses when

DHCP is enabled

SNMP monitoring

IP

TCP

and/or

UDP

SNMPv2,

SNMPv3

Unknown,

depends on

Mgt PC OS

RPPD

161

SNMP monitoring could be TCP

or UDP or both, depends on

your NMS

<RMX-Control &

Shelf> <RPRM

Address> <WSP

Interface>

UDP SNMPv2,

SNMPv3

161 RPPD

65001

RP component response to

SNMP query originated by

PD (see outbound PD 65001

below)

OUTBOUND (from RPPD)

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Source IP

Trans-

port Protocol Source Port Dest. IP / Port Note

RPPD TCP Propri-

etary

32768-

61000

Internet/

Flexera

64.14.29.0/24

(normal)

64.27.162.0/24

(disaster

recovery)

443

Licenses for Polycom

RealPresence system

components managed in online

mode

RPPD TCP HTTPS 32768-

61000

<DMA Virtual

IP> <RPAD

Mgt IP>

<RMX-Control

& Shelf>

<RPRM

Address>

<WSP

Interface>

443, 8443

Polycom API communications

from PD to product instances

RPPD TCP HTTPS 32768-

61000

VMware

vCenter(s)

443

VMware API communications to

vCenter(s)

RPPD TCP SMTP 32768-

61000

The SMTP

server

configured

using the

RPPD UI

25

Mail notifications from RPPD

The destination port is the SMTP

port specified in the RPPD UI

RPPD UDP DHCP 68 DHCP Server

67

DHCP requests to server when

DHCP is enabled

RPPD, NTP

server(s)

UDP NTP 123 NTP server(s),

RPPD

123

NTP communication is bi-

directional over port 123

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Source IP

Trans-

port Protocol Source Port Dest. IP / Port Note

RPPD UDP

Only

SNMPv2,

SNMPv3

65001 <DMA Virtual

IP> <RPAD

Mgt IP>

<RMX-Control

& Shelf>

<RPRM

Address>

<WSP

Interface>

161

RPPD’s monitoring of each

product instance over SNMP

(each instance may have its own

configuration)

The destination port is the SMTP

port on each monitored instance

Data Center Requirements

VMware infrastructure requirements call for vSphere, including the following:

● vCenter Server v5.0 or v5.1 or a compatible virtual environment including VMware ESXi hypervisor,

or VMware vCenter Server

● Support for 64-bit guest operating systems.

● Intel VT enabled on the host machines.

Refer to http://VMware.com/info?id=152

for more information.

Software License Requirements

The RealPresence Platform Director system is available at no charge on the Polycom support web site.

Although the system is provided at no charge, you must still license RealPresence Platform Director

before using it to manage or monitor any of the supported RealPresence Platform, Virtual Edition,

products.

Upon purchasing licensing for Polycom RealPresence products, your organization receives an email from

Polycom that lists detailed information about the licenses that have been purchased. The email also

provides a URL and login credentials for the Polycom Licensing Center, where you activate licenses for

the RealPresence Platform Director system upon installation.

Web Browser Requirements

At this time, the RealPresence Platform Director supports the following web browsers:

● Mozilla Firefox

®

v27.0 or later

● Google Chrome™ v32.0 or later

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Note: Optimal browsers

The RealPresence Platform Director system is optimized for Chrome and Firefox.

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Deploy RealPresence Platform Director

in Your VMware Environment

The RealPresence Platform Director requires deployment in a data center equipped with VMware

vCenter. After deployment, RealPresence Platform Director can be configured to manage, license, and

monitor RealPresence Platform components.

The installation package is delivered as a VMware Open Virtual Appliance (*.OVA) file to be deployed in a

vCenter environment following VMware deployment procedures. The instructions that follow outline the

steps for a first-time setup of RealPresence Platform Director in a working vCenter.

Note: VMware requirements

RealPresence Platform Director can be deployed with VMware vCenter or any EXSi host or cluster.

vCenter is required for RealPresence Platform Director to deploy or monitor your Virtual Machine

infrastructure.

Prepare for the Deployment

Complete the tasks outlined below to prepare to deploy the RealPresence Platform Director in your virtual

data center environment.

1 Confirm that your system includes the prerequisites and meets the requirements listed in

RealPresence Platform Director Requirements.

2 Obtain the URL and login credentials for the Polycom Licensing Center. Both are contained in the

email that Polycom sent to your organization to confirm the purchase of license entitlements for

RealPresence Platform, Virtual Edition, RealPresence One, or RealPresence CloudAXIS products.

3 Obtain administrator login credentials to the vCenter environment where RealPresence Platform

Director is being installed.

Account roles with credentials that have less than administrator access may enable most

RealPresence Platform Director functionality. If your implementation does not allow full

administrator access, discuss your options with a representative at Polycom Global Services.

See the appendix to this document regarding required vCenter permissions for more information on

specific permissions required for RealPresence Platform Director to run in VMware vCenter.

4 Download the RealPresence Platform Director *.OVA file from the Polycom Support web site, and

note the location of the file on your network.

5 Allocate an IP address for the RealPresence Platform Director instance, and note the Network

Mask and Default Gateway to be used with the address.

Although the RealPresence Platform Director can be used in a carefully configured DHCP

environment that guarantees an unchanging IP address, Polycom recommends that you allocate

and configure a static address for the instance.

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