Poly RealPresence CloudAXIS Suite Administrator Guide

RealPresence® CloudAXIS™ Suite Administrators’ Guide Release 1.4.0

Polycom, Inc. Internal Use 1

ADMINISTRATORS’ GUIDE

RealPresence

®

CloudAXIS™ Suite

Software 1.4.0 | February 2014 | 3725-03273-004 Rev. A

RealPresence® CloudAXIS™ Suite Administrators’ Guide Release 1.4.0

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Contents

About This Guide ...................................................................................................... 6

Conventions Used in this Guide ..................................................................................................... 6

Terms and Writing Conventions ..................................................................................................... 6

Information Elements ....................................................................................................................... 7

Typographic Conventions ............................................................................................................... 7

What’s in this Guide? ....................................................................................................................... 8

Get Started ............................................................................................................... 10

Understand the RealPresence Platform ....................................................................................... 10

Understand the Minimum Requirements ..................................................................................... 13

Minimum Server Requirements ..................................................................................................... 14

Understand Port Usage .................................................................................................................. 15

Complete the Setup Worksheets .................................................................................................. 17

Get Help and Support Resources ................................................................................................. 22

Deploy and Configure the Portals ......................................................................... 23

Deploy the Services Portal and Experience Portal Packages.................................................... 23

Use of Experience Portal Cookies ................................................................................................. 24

Use of Services Portal Cookies ..................................................................................................... 25

Access the Services Portal ............................................................................................................ 25

Check an Unresponsive Portal URL (FQDN)................................................................................. 25

Access the Experience Portal ....................................................................................................... 26

Configure the Services Portal ....................................................................................................... 26

Log In as the Super Admin ............................................................................................................ 27

Synchronize Portal Timing ............................................................................................................. 28

Configure the Connection to the LDAP Server .............................................................................. 28

Configure the Connection to the SMTP Server ............................................................................. 29

Configure Additional Server Settings ............................................................................................. 31

Configure Social Policies ............................................................................................................... 32

Configure the Connection to the DMA System and RPAD Servers ............................................. 33

Localize the Services Portal ........................................................................................................... 38

View and Customize the E-mail Templates ................................................................................... 39

Set Date and Time ......................................................................................................................... 44

Manage Certificates ....................................................................................................................... 45

Select and Download Log Levels ................................................................................................... 49

Update Services Portal Software ................................................................................................... 50

Activate Licenses ........................................................................................................................... 52

Configure HTTP Forward Proxy Settings ....................................................................................... 60

Configure the Experience Portal ................................................................................................... 62

Configure the Server Settings ........................................................................................................ 63

Configure the Environment General Settings ................................................................................ 65

Configure Certificates on Experience Portal .................................................................................. 67

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Configure the Meeting Hosts ......................................................................................................... 67

Configure DMA Settings ................................................................................................................. 69

Configure VMR Settings................................................................................................................. 71

Configure Connection Settings ...................................................................................................... 75

Configure Authentication Provider Settings ................................................................................... 79

View Experience Portal Log Files .................................................................................................. 80

Apply Experience Portal Configurations ........................................................................................ 81

Set System Administration UI Properties ....................................................................................... 81

Update the Experience Portal Software ......................................................................................... 83

Export the Experience Portal Configuration File ............................................................................ 83

Import the Experience Portal Configuration File ............................................................................ 84

Localize the Experience Portal ...................................................................................................... 84

Create and Manage User Accounts ....................................................................... 86

Understand Account Roles............................................................................................................ 86

Create Accounts ............................................................................................................................. 87

Add Active Directory Users ............................................................................................................ 87

Add Local Users ............................................................................................................................. 88

Edit Accounts .................................................................................................................................. 90

Edit Accounts Created from the Active Directory ........................................................................... 90

Edit Locally Created User Accounts .............................................................................................. 91

Delete Accounts .............................................................................................................................. 93

Change Your Password ................................................................................................................. 94

Reset a Password ........................................................................................................................... 94

Provide Secure Guest Access ............................................................................... 96

Secure SIP Guest Access .............................................................................................................. 96

Enable Guest Access on Your Edge Proxy ................................................................................... 96

Additional Recommendations for Greater Security ........................................................................ 97

Secure Web Access ........................................................................................................................ 99

Troubleshoot the Services Portal ........................................................................ 100

User Cannot Create Meetings ..................................................................................................... 100

User Cannot Launch the Welcome Screen ................................................................................ 100

Configured Components are Not Responding .......................................................................... 100

Super Admins and Admins Cannot Add an Active Directory User ......................................... 101

User Cannot Send E-mail Notifications ...................................................................................... 101

User Receives “Unable to Create a Conference with a Personal VMR” Message ................. 101

User Receives “External Server Not Set” Message .................................................................. 101

User Receives “Video Resources Are Not Available” Message .............................................. 102

Obtain Services Portal Log Files ................................................................................................ 102

User Cannot Download Logs on Internet Explorer ................................................................... 102

User Cannot See All the Participants in Roster ........................................................................ 102

Get Help ................................................................................................................. 103

Polycom and Partner Resources ................................................................................................ 103

The Polycom Community............................................................................................................. 103

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Create a Google Talk App .................................................................................... 104

Create a Facebook App ........................................................................................ 108

DMA Factory Conference Settings Impact .......................................................... 112

Restricted Shell ..................................................................................................... 115

Usage ............................................................................................................................................. 115

Use Case - Login as caxis via Console or via a SSH Connection .............................................. 115

Use Case - Change system hostname ........................................................................................ 116

Use Case - Log collection ............................................................................................................ 116

Use Case - Copying the generated logs to a different server ...................................................... 116

Use Case - Access log files ......................................................................................................... 117

Use Case - Changing the password of the caxis user ................................................................. 117

Use Case - Configure system NTP settings ................................................................................ 117

Use Case - Quick sync system date-time with a specific NTP server ......................................... 118

Use Case - Show product version ............................................................................................... 118

Use Case - Regeneration of certificates ...................................................................................... 118

Use Case - Change system timezone ......................................................................................... 119

Use Case - Restarting services ................................................................................................... 120

Use Case - Set system date time ................................................................................................ 120

Use Case - View system network information ............................................................................. 120

Use Case - System network configuration is already set to use DHCP ..................................... 121

Use Case - Enabling DHCP in a machine where DHCP is not enabled ..................................... 121

Use Case - Configuring static IP address in a system where DHCP is in an enabled state ...... 122

Use Case - Configuring static IP address in a system where DHCP is in a disabled state ........ 124

Use Case - Configuring static IP address in a system where DHCP is in a disabled state with the

currently assigned IP address ...................................................................................................... 126

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

..................................................................................................................................................... 128

Use Case - Using invalid network values ..................................................................................... 128

Use Case - Using an IP that is already assigned to a machine in the same network ................. 129

Use Case - Reboot system .......................................................................................................... 130

Use Case - Exit restricted shell .................................................................................................... 130

Use Case - Login timeout ............................................................................................................ 130

Third-Party Software ............................................................................................. 131

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About This Guide

1:

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

perform tasks.

Conventions Used in this Guide

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

yourself with these tools to help you successfully perform tasks.

Terms and Writing Conventions

As you read this guide, you will notice that some terms and conventions are used repeatedly. Familiarize

yourself with these terms and conventions so you understand how to perform administration tasks.

 Apache Tomcat An open source web server and application container for running the Services

Portal application.

 Experience Portal The meeting conference interface. It is referred to in the user interface as the

MEA (Meeting Experience Application).

 FQDN The acronym for Fully Qualified Domain Name. An example of an FQDN is

dma.example.com.

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

Services Portal.

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

 Services Portal The back end of CloudAXIS™ for scheduling meetings, adding users, and

adding contacts. It is referred to in the user interface as the WSP (Web Services Portal).

 Virtual Edition Designates that a CloudAXIS Suite component is a software-based virtual

machine.

● Virtual meeting room (VMR) A virtual meeting space that users and endpoints can join to

participate in a multiparty videoconference. VMRs are identified and addressed by numeric IDs. A

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

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

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

time period has ended. See also the Polycom DMA 7000 System Operations Guide on the

Polycom Support site.

● VMR prefix Specifying a VMR prefix value allows the Services Portal and the Experience Portal

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

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

concerning VMRs with ID 1xxxx would be directed to DMA-1, and requests concerning any other

VMR ID would be directed to DMA-2.

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Information Elements

This guide may include any of the following icons to alert you to important information.

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.

User Tip

The User Tip icon highlights helpful information for efficient use of the software

product.

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 method 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 refer you to other relevant troubleshooting resources.

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

The following listed typographic conventions are used in this guide to distinguish different types of in-text

styles and font information.

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Typographic Conventions

Convention Description

Bold

Used to highlight user interface items, such as menu tabs, soft keys, field names,

and directories. Also used to represent menu selections in the interface.

Italics

Used to emphasize text, to show example values or inputs, to indicate screens,

and to show titles of reference documents available from the Polycom Support

website and other reference sites.

Blue Text Used for hyperlinks to other sections within this document and to external websites

and documents.

Courier

Used for code fragments and parameter names.

What’s in this Guide?

This administrators’ guide is organized into six sections and five appendices. The first section, Get

Started, introduces the Polycom RealPresence CloudAXIS Suite’s Services Portal and Experience Portal.

The sections that follow show you how to configure and deploy these portals and create and manage

your user accounts. The end sections provide information on third-party apps and software and template

settings.

Get Started This section gives you a brief overview of the Services Portal and Experience Portal,

deployment prerequisites, and setup worksheets to assist you with configuring the Services Portal and

Experience Portal.

Deploy and Configure the Portals This section shows you how to deploy and configure the Services

Portal and the Experience Portal.

Create and Manage User Accounts This section shows you how to create, edit, and delete Active

Directory and local user accounts.

Provide Secure Guest Access This section gives you suggestions for enabling secure access to users

located outside of your organization’s firewall.

Troubleshoot the Services Portal This section gives you troubleshooting procedures to resolve

common portal errors and situations.

Get Help This section provides information on where to access CloudAXIS Suite product information on

the Polycom website.

Create a Google Talk App This section shows you how to create a Google Talk app to enable access

to those contacts from the Experience Portal.

Create a Facebook App This section shows you how to create a Facebook app to enable access to

those contacts from the Experience Portal.

DMA Factory Conference Settings Impact This section uses a table to show you how Distributed

Media Application™ (DMA) factory conference template settings impact CloudAXIS web client behavior.

Restricted Shell This section provides you with the information to log in to CloudAXIS products from

either a console or via an SSH connection and perform various shell operations.

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Third-Party Software This section gives you the license details for third-party software mentioned in

this guide.

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Get Started

2:

The CloudAXIS Suite extends and enhances the Polycom® RealPresence® Platform by providing access

to a shared meeting and collaboration experience that can include users from the hosting business and

guests from outside the business. The key components of the suite are two virtualized server components

deployed by the business: the Services Portal and the Experience Portal.

The 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 Services Portal also

provides administrative capabilities for creating and managing users and for configuring the components

that enable the online video conference meetings.

The Experience Portal provides the meeting interface that enables users to interact with features such as

content sharing, group chat, and privacy settings. This guide shows you how to deploy and configure the

Services Portal and Experience Portal packages and create and manage user accounts.

This section gives you an overview of the RealPresence Platform, lists the deployment requirements for

the Services Portal and the Experience Portal, and provides worksheets to complete before you start the

deployment and configuration. When you are ready to deploy and configure the Services Portal, see

Deploy and Configure the Portals.

This section is organized as follows:

 Understand the RealPresence Platform

 Understand the Minimum Requirements

 Understand Port Usage

 Complete the Setup Worksheets

 Get Help and Support Resources

Web Info: An Online Version of this Document is Available

Note that if you are reading this document in PDF format, an online version is available on the

Polycom TechNet website at http://support.polycom.com/PolycomService/home/home.htm.

Understand the RealPresence Platform

The Polycom RealPresence Platform is a product suite used to enable and enhance standards-based

videoconference collaboration between hardware and software endpoints from Polycom and other

optional vendors. This implementation may include one or more of the components listed in the following

table.

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RealPresence Platform Components

Required or Optional Polycom Platform Component Purpose

Required RealPresence Distributed Media Application,

Virtual Edition

Signaling, call control, and bridge

virtualization

Required RealPresence Collaboration Server™, Virtual

Edition

MCU for hosting conferences

Optional RealPresence Resource Manager Provisioning and managing endpoints

Optional RealPresence Access Director™ solution* Firewall traversal

Optional RSS™ recording and streaming server Media recording

*An Acme Packet Net-Net Enterprise Session Director may also be used to secure firewall traversal.

Note: HTTPS Tunneling

RealPresence Access Director 3.1 is required to enable HTTPS Tunneling functionality.

The Services and Experience Portals interoperate with the RealPresence platform components (see the

accompanying figure) along with the following standard IT infrastructure elements that the deploying

organization should provide:

 Dynamic Host Configuration Protocol (DHCP) server Allows portals to obtain IP addresses.

 Domain Name System (DNS) server Allows the portals and other RealPresence Platform

components to be found and referenced using domain names rather than IP addresses.

 Lightweight Directory Access Protocol (LDAP) server Allows the portals to be integrated with

an LDAP-compatible directory (for example, a Microsoft Active Directory server) to facilitate user

management and authentication.

 Simple Mail Transport Protocol (SMTP) server Enables sending meeting invitations and other

user notifications, including login information and password reset/updates, via e-mail.

 HTTP Reverse Proxy Server Provides web clients with access to the CloudAXIS portals from

outside the organizational firewall. For more information, see Secure Web Access.

The accompanying diagram shows the components required for the Services and Experience Portals in

the Real Presence platform. The diagram is color-coded as follows:

● CloudAXIS components Identified by light blue.

● Third-Party components Identified by orange.

● RealPresence components Identified by bright red.

● Endpoints Identified by dark red.

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Polycom RealPresence platform components

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

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

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

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

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

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

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

instant message and a downloaded plug-in.

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

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

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

Experience Portal.

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

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

Services Portal then contacts the DMA system to create a virtual meeting room (VMR) on an MCU for all

participants to join and sends out e-mail notifications to each invited participant via the configured SMTP

server. The invitation contains a URL but can also contain information for Session Initiation Protocol

(SIP), H.323, and ISDN access. When the meeting takes place, the DMA system validates the VMR and

routes the call to the destination RealPresence Collaboration Server.

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

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

list of the meeting creator’s Facebook or Google Talk contacts. Accessing Facebook or Google Talk

contacts requires that the Services Portal administrator has enabled and provisioned app-user credentials

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

by performing the following:

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

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 Facebook Log into Facebook service via the Experience Portal.

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

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

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

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

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

streams, audio streams, and shared content.

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

on VMware ESXi hosts using vSphere tools (for example, VMware vCenter using the vSphere client).

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

Understand the Minimum Requirements

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

and meet the requirements outlined in the Minimum Requirements table that follows. To complete the

worksheets, see Complete the Setup Worksheets.

Minimum Requirements

Component Description

RealPresence Platform Functioning RealPresence Platform with DMA and sufficient MCU capacity

to meet your requirements. For more information, see Understand the

RealPresence Platform.

Web browsers The following web browsers are supported:

Microsoft Internet Explorer v8.0 or higher

Mozilla Firefox v14.0 or higher

Google Chrome v11.0 or higher

Apple Safari v5.0.6 or higher

.OVA Latest Experience Portal .OVA file, downloaded to your local machine from

the

Polycom support site.

Latest Services Portal .OVA file, downloaded to your local machine from the

Polycom support site.

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

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

ESXi hosts either directly or via a vCenter host controller.

VMware vSphere vCenter

controller

(Optional) A component of VMware’s cloud computing virtualization

operating system.

Dynamic Host Configuration

Protocol (DHCP)

Allows the portals to obtain their IP addresses.

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Component Description

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

credentials. Note that currently the Services Portal supports integration only

with a Microsoft Active Directory.

This feature also enables administrators to import Enterprise LDAP server

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

status as inactive. For information on user roles, see Understand Account

Roles. For information on changing imported user accounts, see Edit

Accounts Created from the Active Directory.

SMTP Server Enables the Services Portal to deliver e-mail meeting invites and other

notifications such as user onboarding.

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

firewall/Network Address Translation (NAT) traversal element such as

RealPresence Access Director or Acme Packet Net-Net Enterprise Session

Director is required (see Understand the RealPresence Platform

). This

element should be provisioned to allow SIP guest access (required) and

H.323 access (optional) to your DMA and MCUs.

HTTP Reverse Proxy If providing access to external guests via a firewall, an HTTP reverse proxy

or a NAT server is required. This element should be provisioned to allow

HTTPS and web socket access to the Experience Portal and (if desired)

HTTPS access to the Services Portal. For more information, see Secure

Web Access.

RPAD 3.0 or higher can also be configured as Reverse Proxy for the

Experience Portal.

RPAD 3.1 or higher can also be configured as Reverse Proxy for both the

Experience Portal and Service Portal.

End User License Agreement

(EULA)

Access the EULA for your product at

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

Minimum Server Requirements

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

as two virtual machine instances (one for the Services Portal and one for the Experience Portal). Each

instance must meet the requirements in the following table.

Server Components per VM Instance

Component Description

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

speed characteristics:

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

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

Support 64-bit installations

Virtual cores Each instance must have 4 virtual cores.

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Component Description

RAM 4 GB

Accessible storage 100 GB

Understand Port Usage

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

Inbound and outbound port usage depends on the communications protocol and the specific port being

used See the following graphic for an example of port usage in a sample CloudAXIS network.

Port usage in the CloudAXIS Services Portal

The following table shows the inbound and outbound ports used in the CloudAXIS Services Portal.

Port Usage Inbound and Outbound

Protocol/Function Communication Inbound Ports

HTTP/HTTPS

From web clients to the Services and

Experience Portals

TCP 443. Port 80 is also enabled,

but it redirects to 443.

Provides web browser access to the

User Interface (UI) and REST APIs.

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Protocol/Function Communication Inbound Ports

HTTPS (Tunneling) From web clients to RealPresence

Access Director

TCP 443. Port 80 is also enabled,

but it redirects to 443.

Media is communicated through

RealPresence Access Director.

SMTP Between the Services Portal and the

organization’s SMTP server

TCP 25 for non-secure (SMTP).

TCP 587/465 for secure (SMTP-S).

LDAP Between the Services Portal and the

organization’s LDAP server

TCP 389 for non-secure (LDAP).

TCP 636 for secure (LDAP-S).

XMPP (Extensible Messaging and

Presence Protocol)

Between web clients and external

social media services

TCP 5222.

The CloudAXIS Social Plug-in

running on a host-user's PC uses

this port to communicate with

Google Talk and Facebook services

to get contact presence information

and deliver instant message invites.

SIP (Session Initiation Protocol) Between client endpoints and DMA or

the intermediate Edge Proxy

(RealPresence Access Director

[RPAD] or Acme)

5060 (UDP/TCP) /5061 (TLS).

443 (TCP) for HTTPS Tunneling.

SIP is the signaling protocol used by

the CloudAXIS web client,

RealPresence Mobile, and other SIP

endpoints.

RTP/RTCP/SRTP/SRTCP

(Real-time Transport

Protocol/Real-time Control

Protocol/Secure Real-time

Transport Protocol/Secure Real-

time Control Protocol)

Between client endpoints and the MCU

or the intermediate Edge Proxy (RPAD

or Acme)

CloudAXIS web client: UDP ports

3230–3237.

443 TCP port for HTTPS Tunneling.

For the RTP/RTCP/SRTP/SRTCP

port range used by other Polycom

and third-party products, see the

appropriate product documentation.

RTP and SRTP are used to carry

visual and audio media between

web-based clients and the RMX.

RTCP and SRTCP provide out-of-

band statistics and control

information for an associated RTP

or SRTP flow.

BFCP (Binary Floor Control

Protocol)

Between client endpoints and the MCU

or the intermediate Edge Proxy (RPAD

or Acme)

3238 (UDP/TCP)

BFCP is the signaling protocol used

by SIP clients to negotiate content

sharing.

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Complete the Setup Worksheets

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

each of the Setup Worksheets that follow. As you progress through the configuration, use the information

in these worksheets as a reference.

Setup Worksheet for the LDAP Server Configuration

LDAP Options My System Values Description

Server Enter the FQDN or IP address of the LDAP server.

Secure Select to establish a secure connection to the

LDAP server.

Note: If Secure is selected, upload the trust

certificate of the LDAP server in the Services

Portal. See Upload Certificates or Certificate

Chain.

Port Enter the port number to connect to the LDAP

server. Here are typical values:

389 for non-secure (LDAP)

636 for secure (LDAP-S)

Base DN Specify the distinguished name (DN) of a subset of

the Active Directory hierarchy. This determines the

set of users that are able to schedule meetings via

the Services Portal.

Username Enter the LDAP service account user ID.

Password Enter the login password for the service account

user ID.

Setup Worksheet for the SMTP Server Configuration

Server Settings My System Values Description

Server Enter the FQDN or IP address of the SMTP server.

Secure Select to establish a secure connection to the

SMTP server.

Port After deployment, enter the port to use to connect

to the SMTP server. Here are typical values:

25 for non-secure (SMTP)

587/465 for secure (SMTP-S)

Login ID After deployment, enter the SMTP service account

user ID.

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Server Settings My System Values Description

Password Enter the login password for the service account

user ID.

Sender Mail ID Enter the e-mail ID to be used as the return

address for notifications sent by the Services

Portal. This will typically be configured as a null or

no reply address.

Setup Worksheet for the Server Settings

SMTP Options My System Values Description

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

IP address of the Experience Portal. See Access

the Experience Portal.

This information is used in constructing the

meeting links. Make sure that this domain name is

accessible to all users of the solution, including any

that may be located outside of the organization.

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

IP address of the Services Portal. See Access the

Services Portal.

This domain name is used in constructing the login

link to Services Portal. Make sure that this domain

name is accessible to all users who will access the

Services Portal.

Setup Worksheet for the DMA Configuration

System Configuration

Information

My System Values Description

Name Enter a nickname to assign to the DMA system to

distinguish it in the Services Portal configuration.

Host Enter the FQDN or IP address of an individual

DMA or the FQDN of the supercluster’s virtual

address if the DMA is part of a supercluster.

Port Enter the TCP port number to use when

communicating with the DMA system.

Typically, you will specify port 8443 (corresponding

to the HTTPS REST [representational state

transfer] API for the DMA system).

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System Configuration

Information

My System Values Description

VMR Prefix Enter the VMR prefix that corresponds to this DMA

system. This is optional and for use in

environments where dialing plans are used to

assign different VMR IDs to be handled by a

peered set of DMA systems. Specifying this value

allows the portals to know where to direct API

requests concerning a particular VMR ID. For

example, if DMA-1 had the dialing prefix specified

as 1 and DMA-2 had no dialing prefix specified, all

portal requests for VMRs with ID 1xxxx would be

directed to DMA-1 and requests concerning any

other VMR ID would be directed to DMA-2.

Note that the VMR prefix must match what is on

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

DMA 7000 System Operations Guide on the

Polycom Support site.

Default Admin Enter a user account name with an administrative

role that exists on the DMA system.

Note that if the DMA system is configured to have

multiple domains, make sure that the admin user

account has access to all the domains and hence

can search the VMRs of all users. This typically

requires a domain account rather than a local DMA

account.

See the Polycom DMA 7000 System Operations

Guide

for more detail on adding MCU pool orders.

Admin Password Enter the password value defined on the DMA

system for the Default Admin account.

Owner Domain Enter the domain of the user account assigned for

creating meetings in the DMA system. For local

domains, enter LOCAL.

Common SIP Username (Optional) Enter a username to use to authenticate

SIP sessions for users who have authenticated

with the Services Portal.

Common SIP Password (Optional) Enter a password to use in conjunction

with the Common SIP Username to authenticate

SIP sessions for users who have authenticated

with the Services Portal.

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System Configuration

Information

My System Values Description

Owner Username Enter the username assigned for creating meetings

in the DMA system. The username must match the

name of a user account defined on the DMA

system. The user does not need to be an

administrator.

For information on how to create a username for

the DMA system, see the Polycom DMA 7000

System Operations Guide on the Polycom Support

site

.

Generate VMR From Range This is a check box option. Selecting this box

displays two text boxes for entering a range.

This option is used by admins to allow the Service

Portal to generate VMR IDs on the DMA randomly

within a specified range. This allows admins to

separate the temporary VMRs created specifically

for CloudAXIS meetings from other VMRs on same

DMA.

Note that the range must be all positive numbers

with a 10-digit maximum. The first text box is for

the lowest number of the range and the second

text box is for the highest. For example, if entering

a range of 123 to 1234, the Services Portal will

generate VMRs between 123 and 1234.

Setup Worksheet for the DMA Server Access Point Configuration

System Configuration

Information

My System Values Description

Location Enter the location name assigned in the Services

Portal to identify a particular access point available

for dialing. A single location may have multiple

transport protocols configured for it.

Note that an access point is a network location that

is routed directly or indirectly to the DMA from

where clients or endpoints can connect to

participate in a conference.

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