Poly RealPresence Distributed Media Application (DMA) User guide

Type
User guide

This manual is also suitable for

6.3 | June 2015 | 3725-76302-001Q
Operations Guide
Polycom
®
RealPresence
®
DMA
®
7000 System
The Polycom RealPresence DMA 7000 System is also known and certified as the DMA System.
2
Copyright
©
2015, Polycom, Inc. All rights reserved. No part of this document may be reproduced, translated into 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.
6001 America Center Drive
San Jose, CA 95002
USA
Polycom®, the Polycom logo and the names and marks associated with Polycom products are trademarks and/or
service marks of Polycom, Inc. and are registered and/or common law marks in the United States and various other
countries. All other trademarks are property of their respective owners. No portion hereof may be reproduced or
transmitted in any form or by any means, for any purpose other than the recipient's personal use, without the express
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. The EULA for this product is available on the Polycom Support page for the 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.
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.
Limitation of Liability 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 without notice. The entire risk arising out of its use remains with the recipient. In no event shall
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Polycom, Inc. 3
Contents
Polycom
®
RealPresence DMA
®
7000 System Overview . . . . . . . . . . . . . . . . . . . 14
Introduction to the Polycom RealPresence DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
The Polycom RealPresence DMA System’s Primary Functions . . . . . . . . . . . . . . . . . . . . 14
The Polycom RealPresence DMA System’s Three Configurations . . . . . . . . . . . . . . . . . 17
System Capabilities and Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
System Port Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Polycom Solution Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Working in the Polycom RealPresence DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Accessing the Polycom RealPresence DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Field Input Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Settings Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Polycom RealPresence DMA System User Roles and Their Access Privileges . . . . . . . . 23
Open Source Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
License Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Polycom RealPresence DMA System Initial Configuration Summary . . . . . . . . 28
Add Required DNS Records for the Polycom RealPresence DMA System . . . . . . . . . . . . . . 29
Additional DNS Records for SIP Proxy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Additional DNS Records for the H.323 Gatekeeper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Additional DNS Records for the Optional Embedded DNS Feature . . . . . . . . . . . . . . . . . 30
Verify That DNS Is Working for All Addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
License the Polycom RealPresence DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
License the RealPresence DMA System, Appliance Edition . . . . . . . . . . . . . . . . . . . . . . 31
License the RealPresence DMA System, Virtual Edition . . . . . . . . . . . . . . . . . . . . . . . . . 32
Set Up Signaling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Configure the Call Server and Optionally Create a Supercluster . . . . . . . . . . . . . . . . . . . . . . 33
Set Up Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Set Up MCUs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Connect to Microsoft Active Directory
®
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Set Up Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Test the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Contents
Polycom, Inc. 4
System Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Security Certificates Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
How Certificates Work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Forms of Certificates Accepted by the Polycom RealPresence DMA System . . . . . . . . . 38
How Certificates Are Used by the Polycom RealPresence DMA System . . . . . . . . . . . . . 39
Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Certificate Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Certificate Information Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Certificate Signing Request Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Add Certificates Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Certificate Details Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Certificate Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Install a Certificate Authority’s Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Create a Certificate Signing Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Install a Certificate in the RealPresence DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Remove a Certificate from the RealPresence DMA System . . . . . . . . . . . . . . . . . . . . . . 50
Security Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
The Consequences of Enabling Maximum Security Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Enabling File Uploads in Maximum Security with Mozilla Firefox . . . . . . . . . . . . . . . . . . . 58
Login Policy Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Local Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Local User Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Access Policy Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Reset System Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Local Cluster Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Network Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Routing Configuration Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Time Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Licenses for the Appliance Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Licenses for the Virtual Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Add Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Signaling Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
H.323, SIP, and WebRTC Signaling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Add Guest Port Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Edit Guest Port Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Add Guest Prefix Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Contents
Polycom, Inc. 5
Edit Guest Prefix Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Configure Signaling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Configure Logging Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Alerting Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Configure Remote Backup Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Automatically Send Usage Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Enable or Disable Automatic Data Collection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
See the Collected Usage Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Device Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Active Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Call Details Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Names/Aliases in a Mixed H.323 and SIP Environment . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Naming ITP Systems Properly for Recognition by the Polycom RealPresence DMA System
99
Add Endpoint Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Edit Device Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Edit Devices Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Add Alias Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Edit Alias Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Associate User Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Site Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Site Link Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
External Gatekeeper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Add External Gatekeeper Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Edit External Gatekeeper Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
External SIP Peer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Multiple External SIP Peers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Add External SIP Peer Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Edit External SIP Peer Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
SIP Peer Postliminary Output Format Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Add Authentication Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Edit Authentication Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Add Outbound Registration Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Edit Outbound Registration Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
External H.323 SBC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Add External H.323 SBC Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Edit External H.323 SBC Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Contents
Polycom, Inc. 6
MCU Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
MCUs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Considerations when using MCUs with the RealPresence DMA system . . . . . . . . . . . . 133
Add an MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Edit an MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Add a Session Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Edit a Session Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Delete an MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Stop Using an MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Busy Out an MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Start Using an MCU Again . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
ISDN Gateway Selection Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
MCU Pools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Add an MCU Pool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Edit an MCU Pool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Delete an MCU Pool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
MCU Pool Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Add an MCU Pool Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Edit an MCU Pool Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Delete an MCU Pool Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
MCU Selection Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
MCU Availability and Reliability Tracking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Integrations with Other Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Microsoft Active Directory
®
Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Microsoft Active Directory Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Active Directory Cache Refresh Frequency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Active Directory Integration Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Understanding Base DN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Add Passcodes for Enterprise Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170
About the System’s Directory Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
Microsoft
®
Lync
®
2013 Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
Lync 2010 vs. Lync 2013 Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Scheduled Conferences with Polycom RealConnect™ . . . . . . . . . . . . . . . . . . . . . . . . . 175
Automatic Contact Creation and Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Active Directory Service Account Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Lync and non-Lync Endpoint Collaboration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Considerations and Requirements for Lync 2013 Integration . . . . . . . . . . . . . . . . . . . . . 177
Lync 2010 and 2013 Client / Server Feature Support . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Integrate RealPresence DMA and Lync 2013 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
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Diagnose Presence Problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Microsoft Exchange Server Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Polycom Solution and Integration Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180
Differences between Calendaring and Scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180
Microsoft Exchange Server Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
Exchange Server Integration Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
RealPresence Resource Manager Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
RealPresence Resource Manager Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
RealPresence Resource Manager Integration Procedures . . . . . . . . . . . . . . . . . . . . . . . 185
Juniper Networks SRC Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Juniper Networks SRC Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Juniper Networks SRC Integration Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Conference Manager Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
Conference Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
Class of Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Default Polycom Conference Contacts Presence Settings . . . . . . . . . . . . . . . . . . . . . . . 191
Remove Contacts from Active Directory Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192
Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Two Types of Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Template Priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
About Conference IVR Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
About Cascading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
WebRTC Conference Feature Limitations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
Conference Templates List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
Add Conference Template Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
Edit Conference Template Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Select Layout Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
Conference Templates Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
External Lync Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224
Add an External Lync System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225
Edit an External Lync System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227
IVR Prompt Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
Shared Number Dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230
Add Virtual Entry Queue Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233
Add Direct Dial Virtual Entry Queue Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234
Edit Virtual Entry Queue Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
Edit Direct Dial Virtual Entry Queue Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
Script Debugging Dialog for VEQ Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
Sample Virtual Entry Queue Script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238
Contents
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Superclustering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240
About Superclustering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240
DMAs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
Join Supercluster Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244
Supercluster Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245
Call Server Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247
About the Call Server Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247
Call Server Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248
Domains . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252
Dial Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254
Test Dial Rules Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255
The Default Dial Plan and Suggestions for Modifications . . . . . . . . . . . . . . . . . . . . . . . . 257
Add Dial Rule Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260
Edit Dial Rule Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265
Preliminary/Postliminary Scripting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
Predefined Preliminary/Postliminary Scripting Variables . . . . . . . . . . . . . . . . . . . . . . . . 269
Preliminary/Postliminary Scripting Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270
How Dial Rule Actions Affect SIP Headers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272
Script Debugging Dialog for Preliminaries/Postliminaries . . . . . . . . . . . . . . . . . . . . . . . . 273
Sample Preliminary and Postliminary Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274
Hunt Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281
Add Hunt Group Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282
Edit Hunt Group Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282
Add Alias Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283
Edit Alias Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283
Device Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283
Add Device Authentication Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285
Edit Device Authentication Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
Registration Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
Registration Policy Scripting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288
Script Debugging Dialog for Registration Policy Scripts . . . . . . . . . . . . . . . . . . . . . . . . . 290
Sample Registration Policy Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291
Prefix Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296
Add Simplified ISDN Gateway Dialing Prefix Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297
Edit Simplified ISDN Gateway Dialing Prefix Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298
Edit Vertical Service Code Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299
Embedded DNS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299
History Retention Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301
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Site Topology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303
About Site Topology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303
Bandwidth Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304
Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Site Information Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306
Add Site Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307
Edit Site Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311
Add Subnet Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315
Edit Subnet Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316
Site Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317
Add Site Link Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318
Edit Site Link Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318
Site-to-Site Exclusions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319
Add Site-to-Site Exclusion Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319
Territories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320
Add Territory Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321
Edit Territory Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322
Network Clouds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323
Add Network Cloud Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323
Edit Network Cloud Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324
Site Topology Configuration Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325
Users and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327
User Roles Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327
Adding Users Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328
Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329
Add User Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331
Edit User Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333
Authentication Required Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336
Select Associated Endpoints Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336
Conference Rooms Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336
Add Conference Room Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338
Edit Conference Room Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342
Add Dial-out Participant Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346
Edit Dial-out Participant Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347
Users Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348
Conference Rooms Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349
Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351
Import Enterprise Groups Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352
Edit Group Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353
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Enterprise Groups Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355
Login Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356
Change Password Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357
System Management and Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358
Management and Maintenance Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358
Administrator Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358
Administrative Best Practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359
Auditor Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359
Auditor Best Practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359
Provisioner Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360
Recommended Regular Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360
Regular archive of backups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360
General system health and capacity checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360
Microsoft Active Directory health . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361
Security configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362
Certificates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362
Network usage data export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362
CDR export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362
Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362
Active Directory Integration Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363
Call Server Active Calls Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363
Call Server Registrations Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 364
Cluster Info Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 364
Conference History – Max Participants Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 364
Conference Manager MCUs Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365
Conference Manager Usage Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365
Exchange Server Integration Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366
Juniper Networks SRC Integration Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366
License Status Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367
RealPresence Resource Manager Integration Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367
Signaling Settings Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367
Supercluster Status Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367
Territory Status Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 368
User Login History Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 368
Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369
Supercluster Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370
Territory Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 371
Asynchronous Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373
RealPresence Resource Manager System Integration . . . . . . . . . . . . . . . . . . . . . . . . . . 373
Contents
Polycom, Inc. 11
Active Directory Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374
Exchange Server Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 376
Database Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 377
Lync Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 378
Signaling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379
Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 380
Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 382
Networks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383
Server Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386
Data Synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387
System Health and Availability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389
Cluster Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390
MCUs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 391
Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 396
Conference Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397
Conference Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 398
Lync Presence Publishing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399
Call Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402
Call Bandwidth Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 403
System Log Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 403
System Logs Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404
Troubleshooting Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406
Ping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406
Traceroute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406
Top . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406
I/O Stats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406
SAR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407
NTP Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407
Check Configuration Synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407
Diagnostics for your Polycom Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408
Backing Up and Restoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408
Confirm Restore Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410
Backup and Restore Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411
Upgrading the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 415
Basic Upgrade Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 416
Incompatible Software Version Supercluster Upgrades . . . . . . . . . . . . . . . . . . . . . . . . . 420
Factors to Consider for an Incremental Supercluster Upgrade . . . . . . . . . . . . . . . . . . . . 421
Simplified Supercluster Upgrade (Complete Service Outage) . . . . . . . . . . . . . . . . . . . . 422
Complex Supercluster Upgrade (Some Service Maintained) . . . . . . . . . . . . . . . . . . . . . 425
RealPresence DMA System, Virtual Edition System Upgrade . . . . . . . . . . . . . . . . . . . . 425
Contents
Polycom, Inc. 12
Adding a Second Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 425
Expanding an Unpatched Polycom Rack Server 630 (R630) or 620 (R620)-Based System .
426
Expanding a Patched Polycom Rack Server 630 (R630) or 620 (R620)-Based System 427
Expanding an Unpatched Polycom Rack Server 220 (R220)-Based System . . . . . . . . . 428
Expanding a Patched Polycom Rack Server 220 (R220)-Based System . . . . . . . . . . . . 429
Replacing a Failed Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 430
Shutting Down and Restarting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 431
System Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 433
Alert History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 433
Call History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 433
Export History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 435
Conference History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 435
Export History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 436
Associated Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 436
Conference Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 437
Property Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 437
Call Detail Records (CDRs) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 438
Exporting CDR Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 438
Call Record Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 438
Conference Record Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443
Registration History Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 445
Registration History Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 446
Active Directory Integration Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 447
Orphaned Groups and Users Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 449
Orphaned Groups and Users Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 449
Conference Room Errors Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 450
Exporting Conference Room Errors Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 451
Enterprise Passcode Errors Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 452
Exporting Enterprise Passcode Errors Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453
Network Usage Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453
Exporting Network Usage Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 454
Polycom RealPresence DMA System SNMP Support . . . . . . . . . . . . . . . . . . . . 457
SNMP Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 457
SNMP Framework . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 457
SNMP Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 458
SNMP Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 458
Configure SNMP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 459
Enable the SNMP Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 459
Contents
Polycom, Inc. 13
Add an SNMP Notification User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 460
Edit Notification User Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461
Add an SNMP Notification Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461
Edit Notification Agent Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 462
Download MIBs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 463
Available SNMP MIBs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 463
Polycom, Inc. 14
Polycom
®
RealPresence DMA
®
7000
System Overview
This section provides an overview of the Polycom
®
Distributed Media Application™ (RealPresence DMA
®
)
7000 system. It includes these topics:
Introduction to the Polycom RealPresence DMA System
Polycom Solution Support
Working in the Polycom RealPresence DMA System
Open Source Software
Introduction to the Polycom RealPresence DMA
System
The Polycom RealPresence DMA system is a highly reliable and scalable video collaboration infrastructure
solution. The following topics introduce you to the system:
The Polycom RealPresence DMA System’s Primary Functions
The Polycom RealPresence DMA System’s Three Configurations
System Capabilities and Constraints
System Port Usage
The Polycom RealPresence DMA System’s Primary Functions
The primary functions of the Polycom RealPresence DMA system are described briefly below.
Conference Manager
The Polycom RealPresence DMA system’s Conference Manager facilitates multipoint video conferencing.
A multipoint video conference is one in which multiple endpoints are connected, with all participants able to
see and hear each other. The endpoints connect to a media server (Multipoint Control Unit, or MCU), which
processes the audio and video from each and sends the conference audio and video streams back to them.
Traditionally, such multipoint conferences had to be scheduled in advance, reserving ports on a specific
MCU, in order to ensure the availability of resources. Conference Manager makes this unnecessary.
Conference Manager uses advanced routing policies to distribute voice and video calls among multiple
MCUs, creating a single virtual resource pool. This greatly simplifies multipoint video conferencing resource
management and uses MCU resources more efficiently.
The Polycom RealPresence DMA system integrates with your Microsoft® Active Directory®, automating the
task of provisioning users with virtual meeting rooms (VMRs), which are available for use at any time for
multipoint video conferencing. Combined with its advanced resource management, this makes
Polycom
®
RealPresence DMA
®
7000 System Overview
Polycom, Inc. 15
reservationless (ad hoc) video conferencing on a large scale feasible and efficient, reducing or eliminating
the need for conference scheduling.
The Polycom RealPresence DMA system’s ability to handle multiple MCUs as a single resource pool makes
multipoint conferencing services highly scalable. You can add MCUs on the fly without impacting end users
and without requiring re-provisioning. The RealPresence DMA system can span a conference across two
or more MCUs (called cascading), enabling the conference to contain more participants than any single
MCU can accommodate.
The Conference Manager continually monitors the resources used and available on each MCU and
intelligently distributes conferences among them. If an MCU fails, loses its connection to the system, or is
taken out of service, the Polycom RealPresence DMA system distributes new conferences to the remaining
MCUs. Every conference on the failed MCU is restarted on another MCU (provided there is space
available). The consequences for existing calls in those conferences depend on whether they’re H.323 or
SIP:
H.323 participants are not automatically reconnected to the conference. In order to rejoin the
conference, dial-in participants simply need to redial the same number they used for their initial
dial-in. Dial-out participants will need to be dialed out to again; the RealPresence DMA system
doesn’t automatically redial out to them.
SIP participants are automatically reconnected to the conference on the new MCU. This includes
both dial-in and dial-out SIP participants. No new dial-out is needed because the RealPresence DMA
system maintains the SIP call leg to the participant and only has to re-establish the SIP call leg from
the RealPresence DMA system to the MCU.
Call Server
The Polycom RealPresence DMA system’s Call Server provides the following functionality:
H.323 gatekeeper
SIP registrar and proxy server
H.323 <—> SIP transition gateway
Dial plan and prefix services
Device authentication
Bandwidth management
The Call Server can also be integrated with a Juniper Networks Service Resource Controller (SRC) to
provide bandwidth and QoS assurance services.
RealPresence
®
Platform API
The Polycom RealPresence DMA system optionally allows an API client application, developed by you or a
third party, to access the Polycom RealPresence
®
Platform Application Programming Interface (API). This
API access is licensed separately. It provides programmatic access to the Polycom RealPresence DMA
system for the following:
Provisioning
Conference control and monitoring
Call control and dial-out
Billing and usage data retrieval
Resource availability queries
Polycom
®
RealPresence DMA
®
7000 System Overview
Polycom, Inc. 16
The API uses XML or JSON encoding over HTTPS transport and adheres to a Representational State
Transfer (REST) architecture.
To browse the RealPresence Platform API reference documentation, go to Help > RealPresence Platform
API Documentation in the system’s web interface.
A Polycom RealPresence Resource Manager system can integrate with the RealPresence DMA system via
the API. No separate license is needed in order for the RealPresence Resource Manager system to use the
API. It provides the full programmatic access to the RealPresence DMA system described above and
enables users of the RealPresence Resource Manager scheduling interface to:
Schedule conferences using the RealPresence DMA system’s MCU resources.
Set up Anytime conferences. Anytime conferences are referred to as preset dial-out conferences in
the RealPresence DMA system (see Edit Conference Room Dialog).
SVC Conferencing Support
This version of the Polycom RealPresence DMA system supports the Annex G extension of the H.264
standard, known as H.264 Scalable Video Coding (SVC), for both point-to-point and multipoint (VMR) calls.
SVC is sometimes referred to as layered media because the video streams consist of a base layer that
encodes the lowest available quality representation plus one or more enhancement layers that each provide
an additional quality improvement. SVC supports three dimensions of scalability: temporal (frames per
second), spatial (resolution and aspect ratio), and quality (signal-to-noise ratio).
The video stream to a device can be tailored to fit the bandwidth available and device capabilities by
adjusting the number of enhancement layers sent to the device.
For multipoint conferencing, the MCU doesn't have to do processing-intensive mixing and transcoding to
optimize the experience for each device. Instead, it simply passes the video stream from each device to
each device, including the enhancement layers that provide the best quality the device can support.
Polycom’s SVC solution focuses on the temporal and spatial dimensions. It offers a number of advantages
over standard AVC conferencing, including:
Improved video quality at lower bandwidths
Improved audio and video error resiliency (good audio quality with more than 50% packet loss, good
video quality with more than 25% packet loss)
Lower end-to-end latency (typically less than half that of AVC)
More efficient use of bandwidth
Lower infrastructure cost and operational expenses
Easier to provision, control, and monitor
Better security (end-to-end encryption)
Polycom’s SVC solution is supported by the Polycom RealPresence Platform and Environments, including
the latest generation of Polycom MCUs and RealPresence room, personal, desktop, and mobile endpoints.
Existing RMX MCUs with MPMx cards can be made SVC-capable with a software upgrade, and doing so
triples their HD multipoint conferencing capacity.
Note: Asynchronous API communication
The API communicates asynchronously. Clients subscribing to event notifications via the API must be
prepared to receive notifications out of order.
Polycom
®
RealPresence DMA
®
7000 System Overview
Polycom, Inc. 17
RealPresence Collaboration Server 800s MCUs support mixed-mode (SVC+AVC) conferences. Both SVC
and AVC endpoints can join the conference, and each gets the appropriate experience: SVC endpoints get
SVC mode and get a video stream for each AVC participant; AVC endpoints get a single Continuous
Presence (CP) video stream of the participants (both AVC and SVC) supplied by the MCU.
When the Polycom RealPresence DMA system selects an MCU that doesn’t support SVC for a conference
configured for mixed mode, it starts the conference as an AVC-only conference (all SVC-capable endpoints
also support AVC). But if the MCU supports SVC but not mixed mode (RMX 7.8), the conference fails to
start.
Refer to your RealPresence Collaboration Server or RMX documentation for important information about
the MCU’s implementation of SVC conferencing and its configuration, limitations, and constraints.
See also:
Introduction to the Polycom RealPresence DMA System
The Polycom RealPresence DMA System’s Three Configurations
Depending on your organization’s needs, you can deploy the Polycom RealPresence DMA system in one
of the following three configurations.
Two-server Cluster Configuration
The Polycom RealPresence DMA system is designed to be deployed as a pair of co-located redundant
servers that share the same virtual IP address(es). The two-server cluster configuration of the Polycom
RealPresence DMA system has no single point of failure within the system that could cause the service to
become unavailable.
The two servers communicate over the private network connecting them. To determine which one should
host the public virtual IP address, each server uses three criteria:
Ability to ping its own public physical address
Ability to ping the other server’s public physical address
Ability to ping the default gateway
In the event of a tie, the server already hosting the public virtual address wins.
Failover to the backup server takes about five seconds in the event of a graceful shutdown and about 40
seconds in the event of a power loss or other failure. In the event of a single server failure, these things
happen:
All calls that are being routed through the failed server are terminated (including SIP calls, VMR calls,
and routed mode H.323 calls). These users simply need to redial the same number, and they’re
placed back into conference or reconnected to the point-to-point call they were in. The standby server
takes over the virtual signaling address, so existing registrations and new calls are unaffected.
Direct mode H.323 point-to-point calls are not dropped, but the bandwidth management system loses
track of them. This could result in overuse of the available network bandwidth.
If the failed server is the active web host for the system management interface, the active user
interface sessions end, the web host address automatically migrates to the remaining server, and it
becomes the active web host. Administrative users can then log back into the system at the same
URL. The system can always be administered via the same address, regardless of which server is
the web host.
Polycom
®
RealPresence DMA
®
7000 System Overview
Polycom, Inc. 18
The internal databases within each Polycom RealPresence DMA system server are fully replicated to the
other server in the cluster. If a catastrophic failure of one of the database engines occurs, the system
automatically switches itself over to use the database on the other server.
Single-server Configuration
The Polycom RealPresence DMA system is also available in a single-server configuration. This
configuration offers all the advantages of the Polycom RealPresence DMA system except the redundancy
and fault tolerance at a lower price. It can be upgraded to a two-server cluster at any time.
This manual generally assumes a redundant two-server cluster. Where there are significant differences
between the two configurations, those are spelled out.
Superclustering
To provide geographic redundancy and better network traffic management, up to five geographically
distributed Polycom RealPresence DMA system clusters (two-server or single-server) can be integrated into
a supercluster. All five clusters can be Call Servers (function as gatekeeper, SIP proxy, SIP registrar, and
gateway). Up to three can be designated as Conference Managers (manage an MCU resource pool to host
conference rooms).
The superclustered Polycom RealPresence DMA systems can be centrally administered and share a
common data store. Each cluster maintains a local copy of the data store, and changes are replicated to all
the clusters. Most system configuration is supercluster-wide. The exceptions are cluster-specific or
server-specific items like network settings and time settings.
Note: Clusters vs. superclusters
Technically, a standalone Polycom RealPresence DMA system (two-server or single-server) is a
supercluster that contains one cluster. All the system configuration and other data that’s shared
across a supercluster is kept in the same data store. At any time, another Polycom RealPresence
DMA system can be integrated with it to create a two-cluster supercluster that shares its data store.
It’s important to understand the difference between two co-located servers forming a single
RealPresence DMA system (cluster) and two geographically distributed RealPresence DMA clusters
(single-server or two-server) joined into a supercluster.
A single two-server RealPresence DMA system (cluster) has the following characteristics:
A single shared virtual IP address and FQDN, which switches from one server to the other when
necessary to provide local redundancy and fault tolerance.
A single management interface and set of local settings.
Ability to manage a single territory, with no territory management backup.
A single set of Call Server and Conference Manager responsibilities.
A supercluster consisting of two RealPresence DMA clusters (single-server or two-server) has the
following characteristics:
Separate IP addresses and FQDNs for each cluster.
Separate management interfaces and sets of local settings for each cluster.
Ability for each cluster to manage its own territory, with another cluster able to serve as backup for
that territory.
Different Call Server and Conference Manager responsibilities for each territory and thus each cluster.
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7000 System Overview
Polycom, Inc. 19
System Capabilities and Constraints
The following capabilities and constraints apply to the entire supercluster:
Number of sites: 500
Number of subnets: 5000
Number of clusters in a supercluster: 5 (not counting an integrated Polycom RealPresence Resource
Manager system)
Number of MCUs enabled for conference rooms: 64
Number of territories enabled for conference rooms (Conference Manager enabled): 3
Number of concurrent VMR calls: 1200 per cluster (Conference Manager), up to 3600 total
Number of concurrent SIP<->H.323 gateway calls: 500
Size of Active Directory supported: 1,000,000 users and 1,000,000 groups (up to 10,000 groups may
be imported)
The following capabilities and constraints apply to each cluster in the supercluster:
Number of registrations: 15000
Number of contacts registered to a Microsoft Lync 2013 server: 25,000
Number of concurrent H.323 calls: 5000
Number of concurrent SIP calls: 5000
Total number of concurrent calls: 5000
Number of network usage data points retained: 8,000,000
Number of IRQ messages sent per second: 100
Number of history records retained per cluster:
500,000 registration history
2,000,000 registration signaling history
500,000 call history
12,500,000 call signaling history
200,000 conference history
10,000 CDR export history
System Port Usage
The following table lists the inbound ports that may be open on the Polycom RealPresence DMA system,
depending on signaling and security settings, integrations, and system configuration.
Port Protocol Description
22 TCP SSH. Only available if Linux console access is enabled (see Security
Settings).
53 TCP/UDP DNS. Only available if the embedded DNS server is enabled (see
Embedded DNS).
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7000 System Overview
Polycom, Inc. 20
The following table lists the remote ports to which the Polycom RealPresence DMA system may connect,
depending on signaling and security settings, integrations, and system configuration.
80 TCP HTTP. Redirects to 443 (HTTP access is not allowed). Disabled in
maximum security mode.
88 UDP Used for Kerberos authentication during Polycom contact creation in
Active Directory.
123 UDP NTP. Only available if an NTP server is specified (see Time Settings).
161 UDP SNMP. Default port; can be changed or disabled (see Configure SNMP).
443 TCP HTTPS. Redirects to 8443.
1718 UDP H.323 RAS. Default port; can be changed (see Signaling Settings).
1719 UDP H.323 RAS. Default port; can be changed (see Signaling Settings).
1720 TCP H.323 H.225 signaling. Default port; can be changed (see Signaling
Settings).
4449 TCP LDAP. OpenDJ replication (superclustering).
5060 TCP/UDP Unencrypted SIP. Default port; can be changed or disabled (see Signaling
Settings).
5061 TCP SIP TLS. Default port; can be changed (see Signaling Settings).
5986 TCP/TLS Used for WinRM 2.0 communication during Polycom contact creation in
Active Directory.
8080 TCP HTTP. Redirects to 443 (HTTP access is not allowed). Disabled in
maximum security mode.
8443 TCP HTTPS. Management interface access.
8444 TCP HTTPS. Supercluster communication.
8989 TCP LDAP. OpenDJ replication (superclustering).
9090 TCP HTTPS. Upgrade status monitoring (only while upgrade process is
running).
36000-61000 TCP Ephemeral port range.
Port Protocol Description
80 TCP HTTP. MCUs, Exchange Web Services (calendaring). Only used if
unencrypted connections are enabled (see Security Settings).
162 TCP/UDP SNMP notifications (Traps or Informs). Used if SNMP is enabled and
configured to send notifications (see Configure SNMP), or if system is
monitored with RealPresence Platform Director.
Port Protocol Description
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Poly RealPresence Distributed Media Application (DMA) User guide

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