Polycom 7000 User manual

6.2 | December 2014 | 3725-76302-001P

Operations Guide

Polycom

®

RealPresence

®

DMA

®

7000 System

The Polycom RealPresence DMA 7000 System is also known and certified as the DMA System.

2

Copyright

©

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

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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.

Java is a registered trademark of Oracle America, Inc.,

and/or

its

affiliates.

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.

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information contained in this document for any purpose. Information is provided "as is" without warranty of any kind and

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Polycom, Inc. 3

Contents

Polycom

®

RealPresence DMA

®

7000 System Overview . . . . . . . . . . . . . . . . . . . 13

Introduction to the Polycom RealPresence DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

The Polycom RealPresence DMA System’s Primary Functions . . . . . . . . . . . . . . . . . . . . 13

The Polycom RealPresence DMA System’s Three Configurations . . . . . . . . . . . . . . . . . 16

System Capabilities and Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

System Port Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Polycom Solution Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Working in the Polycom RealPresence DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Accessing the Polycom RealPresence DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Field Input Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Settings Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Polycom RealPresence DMA System User Roles and Their Access Privileges . . . . . . . . 22

Open Source Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

License Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Polycom RealPresence DMA System Initial Configuration Summary . . . . . . . . 27

Add Required DNS Records for the Polycom RealPresence DMA System . . . . . . . . . . . . . . 28

Additional DNS Records for SIP Proxy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Additional DNS Records for the H.323 Gatekeeper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Additional DNS Records for the Optional Embedded DNS Feature . . . . . . . . . . . . . . . . . 29

Verify That DNS Is Working for All Addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

License the Polycom RealPresence DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

License the RealPresence DMA System, Appliance Edition . . . . . . . . . . . . . . . . . . . . . . 30

License the RealPresence DMA System, Virtual Edition . . . . . . . . . . . . . . . . . . . . . . . . . 31

Set Up Signaling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Configure the Call Server and Optionally Create a Supercluster . . . . . . . . . . . . . . . . . . . . . . 32

Set Up Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Set Up MCUs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Connect to Microsoft Active Directory

®

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Set Up Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Test the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Contents

Polycom, Inc. 4

System Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Security Certificates Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

How Certificates Work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Forms of Certificates Accepted by the Polycom RealPresence DMA System . . . . . . . . . 37

How Certificates Are Used by the Polycom RealPresence DMA System . . . . . . . . . . . . . 38

Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Certificate Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Certificate Information Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Certificate Signing Request Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Add Certificates Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Certificate Details Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Certificate Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Install a Certificate Authority’s Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Create a Certificate Signing Request in the RealPresence DMA System . . . . . . . . . . . . 45

Install a Certificate in the RealPresence DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Remove a Certificate from the RealPresence DMA System . . . . . . . . . . . . . . . . . . . . . . 47

Security Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

The Consequences of Enabling Maximum Security Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Enabling File Uploads in Maximum Security with Mozilla Firefox . . . . . . . . . . . . . . . . . . . 55

Login Policy Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Local Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Local User Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Access Policy Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Reset System Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Local Cluster Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Network Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Routing Configuration Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Time Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Licenses for the Appliance Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Licenses for the Virtual Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Signaling Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

H.323 and SIP Signaling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Add Guest Port Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Edit Guest Port Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Add Guest Prefix Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Edit Guest Prefix Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Contents

Polycom, Inc. 5

Logging Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Alerting Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Local Cluster Configuration Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Add Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Configure Signaling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Configure Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Automatically Send Usage Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Enable or Disable Automatic Data Collection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

See the Collected Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Device Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Active Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Call Details Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Names/Aliases in a Mixed H.323 and SIP Environment . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Naming ITP Systems Properly for Recognition by the Polycom RealPresence DMA System

93

Add Endpoint Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Edit Device Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Edit Devices Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Add Alias Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Edit Alias Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Associate User Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Site Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Site Link Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

External Gatekeeper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Add External Gatekeeper Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Edit External Gatekeeper Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

External SIP Peer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Multiple External SIP Peers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Add External SIP Peer Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Edit External SIP Peer Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

SIP Peer Postliminary Output Format Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Add Authentication Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Edit Authentication Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Add Outbound Registration Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Edit Outbound Registration Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

External H.323 SBC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Add External H.323 SBC Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Edit External H.323 SBC Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Contents

Polycom, Inc. 6

MCU Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

MCUs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Considerations when using MCUs with the RealPresence DMA system . . . . . . . . . . . . 127

Add MCU Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Edit MCU Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Add Session Profile Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Edit Session Profile Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

ISDN Gateway Selection Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

MCU Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

MCU Pools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Add MCU Pool Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Edit MCU Pool Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

MCU Pool Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

MCU Pool Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Add MCU Pool Order Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Edit MCU Pool Order Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

MCU Selection Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

MCU Availability and Reliability Tracking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

MCU Pool Order Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

Integrations with Other Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Microsoft Active Directory

®

Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Microsoft Active Directory Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

Active Directory Integration Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

Understanding Base DN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Adding Passcodes for Enterprise Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

About the System’s Directory Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Microsoft

®

Lync

®

2013 Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Lync 2010 vs. Lync 2013 Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Scheduled Conferences with Polycom RealConnect™ . . . . . . . . . . . . . . . . . . . . . . . . . 168

Automatic Contact Creation and Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Active Directory Service Account Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Lync and non-Lync Endpoint Collaboration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

Considerations and Requirements for Lync 2013 Integration . . . . . . . . . . . . . . . . . . . . . 170

Lync 2010 and 2013 Client / Server Feature Support . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Integrate RealPresence DMA and Lync 2013 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Diagnose Presence Problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

Microsoft Exchange Server Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

Polycom Solution and Integration Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

Differences between Calendaring and Scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

Contents

Polycom, Inc. 7

Microsoft Exchange Server Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

Exchange Server Integration Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174

RealPresence Resource Manager Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

RealPresence Resource Manager Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

Join RealPresence Resource Manager Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

RealPresence Resource Manager Integration Procedures . . . . . . . . . . . . . . . . . . . . . . . 179

Juniper Networks SRC Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

Juniper Networks SRC Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

Juniper Networks SRC Integration Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

Conference Manager Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Conference Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Class of Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Default Polycom Conference Contacts Presence Settings . . . . . . . . . . . . . . . . . . . . . . . 186

Remove Contacts from Active Directory Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Two Types of Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Template Priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

About Conference IVR Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

About Cascading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191

Conference Templates List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

Add Conference Template Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

Edit Conference Template Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204

Select Layout Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

Conference Templates Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

IVR Prompt Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216

Shared Number Dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

Add Virtual Entry Queue Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

Add Direct Dial Virtual Entry Queue Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

Edit Virtual Entry Queue Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

Edit Direct Dial Virtual Entry Queue Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

Script Debugging Dialog for VEQ Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224

Sample Virtual Entry Queue Script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

Superclustering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226

About Superclustering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226

DMAs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

Join Supercluster Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230

Supercluster Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

Contents

Polycom, Inc. 8

Call Server Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

About the Call Server Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Call Server Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

Domains . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238

Dial Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240

Test Dial Rules Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241

The Default Dial Plan and Suggestions for Modifications . . . . . . . . . . . . . . . . . . . . . . . . 243

Add Dial Rule Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

Edit Dial Rule Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250

Preliminary/Postliminary Scripting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254

Predefined Preliminary/Postliminary Scripting Variables . . . . . . . . . . . . . . . . . . . . . . . . 254

Preliminary/Postliminary Scripting Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255

How Dial Rule Actions Affect SIP Headers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

Script Debugging Dialog for Preliminaries/Postliminaries . . . . . . . . . . . . . . . . . . . . . . . . 258

Sample Preliminary and Postliminary Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259

Hunt Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

Add Hunt Group Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

Edit Hunt Group Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

Add Alias Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

Edit Alias Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

Device Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

Add Device Authentication Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267

Edit Device Authentication Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268

Registration Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268

Registration Policy Scripting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

Script Debugging Dialog for Registration Policy Scripts . . . . . . . . . . . . . . . . . . . . . . . . . 272

Sample Registration Policy Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273

Prefix Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

Add Simplified ISDN Gateway Dialing Prefix Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

Edit Simplified ISDN Gateway Dialing Prefix Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277

Edit Vertical Service Code Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278

Embedded DNS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278

History Retention Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280

Site Topology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

About Site Topology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

Bandwidth Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284

Site Information Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

Add Site Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286

Contents

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Edit Site Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290

Add Subnet Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294

Edit Subnet Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295

Site Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296

Add Site Link Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297

Edit Site Link Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297

Site-to-Site Exclusions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298

Add Site-to-Site Exclusion Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298

Territories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299

Add Territory Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300

Edit Territory Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301

Network Clouds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 302

Add Network Cloud Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 302

Edit Network Cloud Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303

Site Topology Configuration Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304

Users and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306

User Roles Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306

Adding Users Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307

Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308

Add User Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310

Edit User Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

Authentication Required Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315

Select Associated Endpoints Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315

Conference Rooms Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315

Add Conference Room Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317

Edit Conference Room Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322

Add Dial-out Participant Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326

Edit Dial-out Participant Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326

Users Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326

Conference Rooms Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328

Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329

Import Enterprise Groups Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331

Edit Group Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331

Enterprise Groups Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 334

Login Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335

Change Password Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336

System Management and Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337

Management and Maintenance Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337

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Polycom, Inc. 10

Administrator Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337

Administrative Best Practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338

Auditor Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338

Auditor Best Practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338

Provisioner Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339

Recommended Regular Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339

Regular archive of backups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339

General system health and capacity checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339

Microsoft Active Directory health . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340

Security configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 341

Certificates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 341

Network usage data export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 341

CDR export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 341

Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 341

Active Directory Integration Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342

Call Server Active Calls Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342

Call Server Registrations Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343

Cluster Info Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343

Conference History – Max Participants Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343

Conference Manager MCUs Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344

Conference Manager Usage Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344

Exchange Server Integration Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345

Juniper Networks SRC Integration Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345

License Status Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346

RealPresence Resource Manager Integration Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346

Signaling Settings Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346

Supercluster Status Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346

Territory Status Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347

User Login History Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347

Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348

Supercluster Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349

Territory Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350

Asynchronous Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352

RealPresence Resource Manager System Integration . . . . . . . . . . . . . . . . . . . . . . . . . . 352

Active Directory Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353

Exchange Server Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355

Database Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

Lync Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357

Signaling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358

Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359

Contents

Polycom, Inc. 11

Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361

Networks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362

Server Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 364

Data Synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366

System Health and Availability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367

MCUs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 368

Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 372

Conference Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374

Conference Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374

Lync Presence Publishing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375

Call Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 378

Call Bandwidth Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379

System Log Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379

System Logs Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 380

Troubleshooting Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 382

Ping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 382

Traceroute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 382

Top . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 382

I/O Stats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 382

SAR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383

NTP Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383

Check Configuration Synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383

Diagnostics for your Polycom Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384

Backing Up and Restoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384

Confirm Restore Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386

Backup and Restore Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386

Upgrading the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 391

Basic Upgrade Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392

Incompatible Software Version Supercluster Upgrades . . . . . . . . . . . . . . . . . . . . . . . . . 396

Factors to Consider for an Incremental Supercluster Upgrade . . . . . . . . . . . . . . . . . . . . 397

Simplified Supercluster Upgrade (Complete Service Outage) . . . . . . . . . . . . . . . . . . . . 398

Complex Supercluster Upgrade (Some Service Maintained) . . . . . . . . . . . . . . . . . . . . . 401

RealPresence DMA System, Virtual Edition System Upgrade . . . . . . . . . . . . . . . . . . . . 401

Adding a Second Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401

Expanding an Unpatched System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402

Expanding a Patched System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 403

Replacing a Failed Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404

Shutting Down and Restarting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404

Contents

Polycom, Inc. 12

System Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406

Alert History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406

Call History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406

Export History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408

Conference History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408

Export History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409

Associated Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409

Conference Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410

Property Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410

Call Detail Records (CDRs) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411

Exporting CDR Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411

Call Record Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411

Conference Record Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 416

Registration History Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 418

Registration History Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 419

Active Directory Integration Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 420

Orphaned Groups and Users Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 422

Orphaned Groups and Users Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 422

Conference Room Errors Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 423

Exporting Conference Room Errors Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 424

Enterprise Passcode Errors Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 425

Exporting Enterprise Passcode Errors Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 426

Network Usage Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 426

Exporting Network Usage Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 427

Polycom RealPresence DMA System SNMP Support . . . . . . . . . . . . . . . . . . . . 430

SNMP Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 430

SNMP Framework . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 430

SNMP Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 431

SNMP Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 431

Configure SNMP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 432

Enable the SNMP Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 432

Add an SNMP Notification User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 433

Edit Notification User Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 434

Add an SNMP Notification Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 434

Edit Notification Agent Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 435

Download MIBs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 436

Available SNMP MIBs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 436

Polycom, Inc. 13

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 based on the Polycom

®

Proxias™ application server. 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

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®

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®

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Polycom, Inc. 14

multipoint video conferencing. Combined with its advanced resource management, this makes

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

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®

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®

7000 System Overview

Polycom, Inc. 15

The API uses XML 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:

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.

Note: Integration with a RealPresence Resource Manager system

Integrating the Polycom RealPresence Resource Manager system with the RealPresence DMA

system via the API is separate and distinct from integrating the RealPresence DMA system with a

RealPresence Resource Manager system.

• The former enables RealPresence Resource Manager users to obtain information from and use

functionality of the RealPresence DMA system that would otherwise be accessible only in the

RealPresence DMA system’s management interface.

• The latter enables the RealPresence DMA system to retrieve site topology and user-to-device

associations from the RealPresence Resource Manager system.

For convenience, however, when you integrate your RealPresence Resource Manager system to the

RealPresence DMA system, the RealPresence DMA system automatically integrates itself back to the

RealPresence Resource Manager system so that the RealPresence DMA system will have the site

topology and user-to-device information that the RealPresence Resource Manager system expects it

to have.

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®

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®

7000 System Overview

Polycom, Inc. 16

● 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.

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.

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®

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®

7000 System Overview

Polycom, Inc. 17

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.

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.

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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

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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● 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).

80 TCP HTTP. Redirects to 443 (HTTP access is not allowed). Disabled in

maximum security mode.

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).

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).

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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.

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.

389 TCP LDAP. Active Directory integration. RealPresence Platform Director

licensing and API communication.

443 TCP HTTPS. MCUs, Exchange Web Services (calendaring), RealPresence

Platform Director licensing and API communication.

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).

3268 TCP Global Catalog. Active Directory integration.

3269 TCP Secure Global Catalog. Active Directory integration.

4449 TCP 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).

8443 TCP HTTPS. RealPresence Platform Director API communication.

8443 TCP HTTPS. Hourly transmission of system usage data to the address

customerusagedatacollection.polycom.com. This data is only sent if the

Automatically Send Usage Data feature is enabled (see Automatically

Send Usage Data).

8444 TCP Supercluster communication.

8989 TCP OpenDJ replication (superclustering).

36000-61000 TCP Ephemeral port range.

Port Protocol Description

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