Poly RealPresence CloudAXIS Suite Administrator Guide

Brand: Poly

Model: RealPresence CloudAXIS Suite

Category: General utility software

Type: Administrator Guide

Polycom, Inc. 1

ADMINISTRATORS’ GUIDE

RealPresence

CloudAXIS™ Suite

Software 1.3.0 | July 2013 | 3725-03273-002 Rev A

Polycom, Inc. 2

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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 ............................................................................................................... 8

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

Getting Started .................................................................................................... 10 1:

Understanding the RealPresence Platform.................................................................................. 10

Understanding Minimum Requirements ...................................................................................... 13

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

Learning Port Usage ....................................................................................................................... 15

Completing Setup Worksheets ..................................................................................................... 17

Getting Help and Support Resources ........................................................................................... 23

Deploying and Configuring the Portals ............................................................ 24 2:

Deploying the Services Portal and Experience Portal Packages .............................................. 24

Accessing the Services Portal ...................................................................................................... 25

Accessing the Experience Portal .................................................................................................. 26

Configuring the Services Portal .................................................................................................... 26

Logging In as the Super Admin ...................................................................................................... 27

Synchronizing Portal Timing .......................................................................................................... 27

Configuring the Connection to the LDAP Server ........................................................................... 28

Configuring the Connection to the SMTP Server ........................................................................... 29

Configuring Additional Server Settings .......................................................................................... 30

Configuring Social Policies ............................................................................................................ 31

Configuring the Connection to the DMA System and RPAD Servers ............................................ 34

Localizing the Services Portal ........................................................................................................ 40

Setting Date and Time ................................................................................................................... 41

Managing Certificates .................................................................................................................... 42

Selecting and Downloading Log Levels ......................................................................................... 46

Updating Services Portal Software ................................................................................................ 48

Activating Licenses ........................................................................................................................ 53

Configuring Proxy Settings ............................................................................................................ 58

Configuring the Experience Portal ............................................................................................... 60

Configuring the Server Settings ..................................................................................................... 61

Configuring the Environment General Settings ............................................................................. 63

Configuring the Meeting Hosts ....................................................................................................... 66

Configuring the Services Portal Connection Settings .................................................................... 70

Configuring the VMR Settings ........................................................................................................ 74

Configuring the Services Portal Authentication Provider Settings ................................................. 79

Configuring the DMA Settings ........................................................................................................ 81

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Applying Experience Portal Configurations ................................................................................... 85

Setting System Administration UI Properties ................................................................................. 86

Updating Experience Portal Software ............................................................................................ 89

Exporting the Experience Portal Configuration File ....................................................................... 89

Importing the Experience Portal Configuration File ....................................................................... 90

Localizing the Experience Portal .................................................................................................... 91

Creating and Managing User Accounts ......................................................... 93 3:

Understanding Account Roles ...................................................................................................... 93

Creating Accounts .......................................................................................................................... 95

Adding Active Directory Users ....................................................................................................... 95

Adding Local Users ........................................................................................................................ 96

Editing Accounts ............................................................................................................................ 99

Editing Accounts Created from the Active Directory ...................................................................... 99

Editing Locally Created User Accounts ........................................................................................ 101

Deleting Accounts ........................................................................................................................ 103

Changing Your Password ............................................................................................................ 104

Resetting a Password .................................................................................................................. 105

Providing Secure Guest Access ...................................................................... 107 4:

Securing SIP Guest Access ......................................................................................................... 107

Enabling Guest Access on Your Edge Proxy .............................................................................. 107

Additional Recommendations for Greater Security ...................................................................... 107

Securing Web Access .................................................................................................................. 108

Troubleshooting the Services Portal .............................................................. 110 5:

User Cannot Create Meetings ..................................................................................................... 110

User Cannot Launch the Welcome Screen.................................................................................. 110

Configured Components are Not Responding ............................................................................. 110

Super Admins and Admins Cannot Add an Active Directory User .............................................. 111

User Cannot Send Email Notifications ......................................................................................... 111

User Receives “Unable to Create a Conference with a Personal VMR” Message ...................... 111

User Receives “External Server Not Set” Message ..................................................................... 111

User Receives “Video Resources Are Not Available” Message .................................................. 112

Obtaining Services Portal Log Files ............................................................................................. 112

User Cannot Download Logs on Internet Explorer ...................................................................... 112

Getting Help ...................................................................................................... 113 6:

Polycom and Partner Resources ................................................................................................ 113

The Polycom Community............................................................................................................. 113

A: Creating a Google Talk™ App ......................................................................... 114

B: Creating a Facebook App ................................................................................ 121

C: DMA Factory Conference Settings Impact ..................................................... 125

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D: CloudAXIS Restricted Shell ............................................................................. 128

Introduction ................................................................................................................................... 128

Usage ............................................................................................................................................. 128

Use Case - Login as 'caxis' via Console or via a SSH Connection ............................................. 128

Use Case - Change System Hostname ....................................................................................... 129

Use Case - Log Collection ........................................................................................................... 129

Use Case - Copying the generated logs to a different server ...................................................... 130

Use Case - Access Log Files ....................................................................................................... 130

Use Case - Changing Password of the 'caxis' User .................................................................... 130

Use Case - Configure System NTP Settings ............................................................................... 131

Use Case - Quick Sync System date-time with a Specific NTP server ....................................... 131

Use Case - Show Product Version .............................................................................................. 131

Use Case - Regeneration of Certificates ..................................................................................... 132

Use Case - Change System Timezone ........................................................................................ 132

Use Case - Restarting Services ................................................................................................... 133

Use Case - Set System Date Time .............................................................................................. 133

Use Case - View System Network Information ............................................................................ 134

Use Case - System Network Configuration is already set to use DHCP ..................................... 134

Use Case - Enabling DHCP in a machine where DHCP is not enabled ...................................... 135

Use Case - Configuring Static IP Address in a System where DHCP is in an 'Enabled' state .... 135

Use Case - Configuring Static IP Address in a system where DHCP is in a 'Disabled' state ...... 137

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

the currently assigned IP address ................................................................................................ 139

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

..................................................................................................................................................... 141

Use Case - Using invalid Network values .................................................................................... 141

Use Case - Using an IP that is already assigned to some machine in the same network .......... 142

Use Case - Installation of PAP (Polycom Auxiliary Package) ...................................................... 143

Use Case - Forced Installation of PAP (Polycom Auxiliary Package) ......................................... 144

Use Case - Reboot System ......................................................................................................... 144

Use Case - Exit Restricted Shell .................................................................................................. 144

Use Case - Login Timeout: .......................................................................................................... 145

E: Third-Party Software ........................................................................................ 146

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About This Guide

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

perform tasks.

Conventions Used in this Guide

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

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

Terms and Writing Conventions

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

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

administration tasks.

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

application.

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

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

referred to as WSP.

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

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

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

Services Portal

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

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

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

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

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

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

Support site.

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

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

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

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

VMR Id would be directed to DMA-2.

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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.

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 phone or network 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 to 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.

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Typographic Conventions

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

information.

Typographic Conventions

Convention

Description

Bold

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

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

Italics

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

reference documents available from the Polycom Support Web site and other

reference sites.

Blue Text

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

to external sites and documents.

Courier

Used for code fragments and parameter names.

What’s in this Guide?

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

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

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

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

template settings.

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

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

Services Portal and Experience Portal.

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

configure the Services Portal and the Experience Portal.

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

delete Active Directory and local user accounts.

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

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

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

to resolve common portal errors situations.

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

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

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

enable access to those contacts from the Experience Portal.

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

DMA factory conference template settings impact CloudAXIS web client behavior.

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

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

operations.

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

mentioned in this guide.

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Getting Started 1:

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,

enabling 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 chapter 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 starting the

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

Deploying and Configuring the Portals.

This chapter is organized as follows:

 Understanding the RealPresence Platform

 Understanding Minimum Requirements

 Learning Port Usage

 Completing Setup Worksheets

 Getting 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.

Understanding 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 Table 1.

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Table 1: RealPresence Platform Components

Required or Optional

Polycom Platform Component

Purpose

Required

Polycom DMA

Signaling, call control, and bridge

virtualization.

Required

RealPresence Collaboration Server™

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 alternately be used to secure firewall

traversal.

The Services and Experience Portals interoperate with the RealPresence Platform components along

with the following standard IT infrastructure elements that the deploying organization should provide:

 Dynamic Host Configuration Protocol (DHCP) Server Allows the portals to obtain their 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 (e.g., 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 secure access to the CloudAXIS portals

from outside the organizational firewall. For best results, a proxy server should be used that

supports the Web Sockets protocol (RFC 6455).

Use the host name selected (e.g., meet.contoso.com and schedule.contoso.com) where both DNS

records point to the same IP; the Reverse Proxy separates traffic based on the host.

Note: Diagram Legend

The components in the following diagram are specified as follows:

 CloudAXIS Components Identified by light blue.

 Third-Party Components Identified by orange.

 RealPresence Components Identified by bright red.

 End-Points Identified by dark red.

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Figure 1: Polycom RealPresence Platform

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

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

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

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

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

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

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

instant message and a downloaded plug-in.

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

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

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

Experience Portal.

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

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

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

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

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

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

RealPresence Collaboration Server.

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

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

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

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

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

social integration by performing the following:

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

 Facebook Log into Facebook service via the Experience Portal.

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

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

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

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

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

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

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

streams, audio streams, and shared content.

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

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

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

Understanding Minimum Requirements

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

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

Table 2: Minimum Requirements

Component

Description

RealPresence Platform

Functioning RealPresence Platform with DMA and sufficient MCU

capacity to meet your requirements. For more information, see

Understanding the RealPresence Platform.

Web Browsers

The following web browsers are supported:

 Microsoft Internet Explorer

v8.0 or higher

 Mozilla Firefox

v11.0 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.

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Component

Description

VMware vSphere vCenter

controller

Optional

Dynamic Host Configuration

Protocol (DHCP)

Allows the portals to obtain their IP addresses.

LDAP Server

(Optional) Enables Enterprise user’s authentication using their

network credentials. Note that currently the Services Portal only

supports integration with a Microsoft Active Directory.

This feature also enables administrators to import Enterprise LDAP

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

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

Understanding Account Roles. For information on changing

imported user accounts, see Editing Accounts Created from the

Active Directory.

SMTP Server

Enables the Services Portal to deliver email meeting invites and

other notifications such as user onboarding.

Edge Proxy

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

traversal element such as RealPresence Access Director or Acme

Packet Net-Net Enterprise Session Director is required (see

Understanding the RealPresence Platform). This element should be

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

(optional) to your DMA and MCUs.

HTTP Reverse Proxy

If providing access to external guests, a functioning HTTP reverse

proxy is required. This element should be provisioned to allow

HTTPS and web socket access to the Experience Portal and HTTPS

access to the Services Portal (optional).

End User License Agreement

(EULA)

Access the EULA for your product at

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

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.

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Table 3: Server Components per VM Instance

Component

Description

CPU

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

clock-speed characteristics:

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

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

 Support 64-bit installations

Virtual Cores

Each instance must have 8 virtual cores.

RAM

8 GB

Accessible Storage

100 GB

Learning Port Usage

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

Figure 2: Port Usage Diagram

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Table 4: Port Usage Inbound

Protocol/Function

Communication

Ports

HTTP/HTTPS

From web clients to the Services

and Experience Portals.

TCP 443. 80 is also enabled but

redirects to 443.

Provides web browser access to

the User Interface (UI) and

REST APIs.

Table 5: Port Usage Outbound

Protocol/Function

Communication

Ports

SMTP

Between the Services Portal and

the organization’s SMTP server

 TCP 25 for non-secure

(SMTP).

 TCP 587/465 for secure

(SMTP-S).

LDAP

Between the Services Portal and

the organization’s LDAP server.

 TCP 389 for non-secure

(LDAP).

 TCP 636 for secure

(LDAP-S).

XMPP

Between web clients and external

social media services.

TCP 5222

The CloudAXIS Social Plug-in

running on a host-user's PC

uses this port to communicate

with Google Talk™ and

Facebook services to get contact

presence information and deliver

instant message invites.

SIP

Between client endpoints and DMA

or the intermediate Edge Proxy

(RPAD or Acme.)

5060 (UDP/TCP) /5061 (TLS)

SIP is the signaling protocol

used by the CloudAXIS Web

Client, RealPresence Mobile,

and other SIP endpoints.

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Protocol/Function

Communication

Ports

RTP/RTCP/SRTP/SRTCP

Between client endpoints and the

MCU or the intermediate Edge

Proxy (RPAD or Acme).

CloudAXIS Web Client: UDP

ports 3230 – 3237

For the

RTP/RTCP/SRTP/SRTCP port

range used by other Polycom

and third-party products, please

see the appropriate product

documentation.

RTP and SRTP are used to

carry visual and audio media

between web-based clients and

the RMX.

RTCP and SRTCP provide out-

of-band statistics and control

information for an associated

RTP or SRTP flow..

BFCP

Between client endpoints and the

MCU or the intermediate Edge

Proxy (RPAD or Acme)

3238 (UDP/TCP)

BFCP is the signaling protocol

used by SIP clients to negotiate

content sharing.

Completing Setup Worksheets

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

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

worksheets as a reference.

Table 6: Setup Worksheet for the LDAP Server Configuration

LDAP Options

My System Values

Description

Server

Enter the FQDN or IP address of the LDAP

Server.

Secure

Select to establish a secure connection to the

LDAP Server.

Note: If Secure is selected, upload the trust

certificate of the LDAP server in the Service

Portal. See Uploading Certificates or

Certificate Chain.

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LDAP Options

My System Values

Description

Port

Enter the port number to connect to the LDAP

Server. Typical values:

 389 for non-secure (LDAP).

 636 for secure (LDAP-S).

BaseDN

Specify the distinguished name (DN) of a

subset of the Active Directory hierarchy. This

determines the set of users that are able to

schedule meetings via the Services Portal.

Username

Enter the LDAP service account user ID.

Password

Enter the login password for the service

account user ID.

Table 7: Setup Worksheet for the SMTP Server Configuration

Server Settings

My System Values

Description

Server

Enter the FQDN or IP address of the SMTP

Server.

Secure

Select to establish a secure connection to the

SMTP Server.

Port

After deployment, enter the port to use

connect to SMTP Server. Typical values:

 25 for non-secure (SMTP).

 587/465 for secure (SMTP-S).

After deployment, enter the SMTP service

account user ID.

Password

Enter the login password for the service

account user ID.

Sender Mail Id

Enter the email ID to be used as the return

address for notifications sent by the Services

Portal. This will typically be configured as a

“null” or “no reply” address.

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Table 8: Setup Worksheet for the Server Settings

SMTP Options

My System Values

Description

MEA Server

https://

Enter the URL, including the FQDN assigned

to the IP address of the Experience Portal.

See Accessing the Experience Portal.

This information is used in constructing the

meeting links. Make sure that this domain

name is accessible to all users of the solution

including any that may be located outside of

the organization.

WSP Server

https://

Enter the UR,L including the FQDN assigned

to the IP address of the Services Portal. See

Accessing the Services Portal.

This domain name is used in constructing the

this domain name is accessible to all users

who will access the Services Portal.

Table 9: Setup Worksheet for the DMA Configuration

System Configuration

Information

My System Values

Description

Name

Enter a ‘nickname’ to assign to the DMA

system to distinguish it in the Services Portal

configuration.

Host

Enter the FQDN or IP address of an individual

DMA or the FQDN of the supercluster's virtual

address if the DMA is part of a supercluster.

Port

Enter the TCP port number to use when

communicating with the DMA system.

Typically, you will specify port 8443

(corresponding to the https REST API for the

DMA system).

Polycom, Inc. 20

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.

Also note that the DMA system must have an

MCU Pool order named ‘Factory Pool Order’.

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.”

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Poly RealPresence CloudAXIS Suite Administrator Guide

Brand: Poly

Model: RealPresence CloudAXIS Suite

Category: General utility software

Type: Administrator Guide

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Poly RealPresence CloudAXIS Suite Administrator Guide

Poly RealPresence CloudAXIS Suite Administrator Guide

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