Poly RealPresence Web Suite Administrator Guide

Category
Software
Type
Administrator Guide
Polycom, Inc. 1
ADMINISTRATOR GUIDE
Polycom
®
RealPresence
®
Web Suite
Software 2.0 | August 2015 | 3725-03273-005E
Polycom, Inc. 2
Copyright
©
2015, Polycom, Inc. All rights reserved. No part of this document may be reproduced, translated into
another language or format, or transmitted in any form or by any means, electronic or mechanical, for any purpose,
without the express written permission of Polycom, Inc.
6001 America Center Drive
San Jose, CA 95002
USA
Polycom
®
, the Polycom logo and the names and marks associated with Polycom products are trademarks and/or
service marks of Polycom, Inc. and are registered and/or common law marks in the United States and various other
countries. All other trademarks are property of their respective owners. No portion hereof may be reproduced or
transmitted in any form or by any means, for any purpose other than the recipient's personal use, without the express
written permission of Polycom.
End User License Agreement By installing, copying, or otherwise using this product, you acknowledge that you
have read, understand and agree to be bound by the terms and conditions of the End User License Agreement for
this product.
Patent Information The accompanying product may be protected by one or more U.S. and foreign patents and/or
pending patent applications held by Polycom, Inc.
Open Source Software Used in this Product This product may contain open source software. You may receive
the open source software from Polycom up to three (3) years after the distribution date of the applicable product
or software at a charge not greater than the cost to Polycom of shipping or distributing the software to you. To
receive software information, as well as the open source software code used in this product, contact Polycom by
email at OpenSourceVideo@polycom.com.
Disclaimer While Polycom uses reasonable efforts to include accurate and up-to-date information in this document,
Polycom makes no warranties or representations as to its accuracy. Polycom assumes no liability or responsibility for
any typographical or other errors or omissions in the content of this document.
Limitation of Liability Polycom and/or its respective suppliers make no representations about the suitability of the
information contained in this document for any purpose. Information is provided “as is” without warranty of any kind
and is subject to change without notice. The entire risk arising out of its use remains with the recipient. In no event
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other damages whatsoever (including without limitation, damages for loss of business profits, business interruption,
or loss of business information), even if Polycom has been advised of the possibility of such damages.
Customer Feedback We are striving to improve our documentation quality and we appreciate your feedback. Email
your opinions and comments to DocumentationFeedback@polycom.com.
Visit the Polycom Support Center for End User License Agreements, software downloads, product documents,
product licenses, troubleshooting tips, service requests, and more.
Polycom, Inc. 3
Contents
Before You Begin ..................................................................................................................... 7
Audience, Purpose, and Required Skills ................................................................................................. 7
Information Elements ............................................................................................................................... 7
Typographic Conventions ........................................................................................................................ 8
Terminology Used in this Guide ............................................................................................................... 8
Overview of RealPresence
®
Web Suite ..................................................................................10
The RealPresence Platform ................................................................................................................... 11
About RealPresence Web Suite ............................................................................................................ 12
RealPresence Web Suite Services Portal ......................................................................................................... 12
RealPresence Web Suite Experience Portal .................................................................................................... 13
RealPresence Web Suite Standards Connector ............................................................................................... 13
RealPresence Web Suite Client ....................................................................................................................... 13
RealPresence Web Suite Users ....................................................................................................................... 13
RealPresence Web Suite Meetings .................................................................................................................. 13
RealPresence Web Suite Meeting Contacts ..................................................................................................... 14
RealPresence Web Suite Deployment .............................................................................................................. 14
RealPresence Web Suite Conferencing Modes ................................................................................................ 14
Ports and Protocols ................................................................................................................................ 16
Start and Restart Order for RealPresence Web Suite Components ..................................................... 19
Get Help ................................................................................................................................................. 19
Polycom and Partner Resources ...................................................................................................................... 19
The Polycom Community .................................................................................................................................. 19
Set Up RealPresence Web Suite ............................................................................................20
Activate RealPresence Web Suite Licenses..........................................................................22
Activate RealPresence Web Suite Licenses within Platform Director ................................................... 22
Set Up Licensing for the Services Portal .......................................................................................................... 22
Set Up Licensing for the Experience Portal ...................................................................................................... 24
Allocate Licenses for RealPresence Web Suite ................................................................................................ 25
View RealPresence Web Suite License Status ................................................................................................ 25
Activate Licenses for a Stand-Alone RealPresence Web Suite ............................................................ 26
Activate the Experience Portal’s License Server Connection ........................................................................... 26
Activate Licenses in Online Mode ..................................................................................................................... 27
Activate Licenses in Offline Mode ..................................................................................................................... 28
Deactivate Licenses .......................................................................................................................................... 29
Manage Certificates and Certificate Signing Requests ........................................................32
Generate Certificates and Certificate Signing Requests ....................................................................... 32
View Certificates .................................................................................................................................... 35
Copy a CSR ........................................................................................................................................... 35
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Delete Certificates .................................................................................................................................. 36
Upload Certificates or a Certificate Chain.............................................................................................. 37
Configure Certificates for Reverse Proxy .............................................................................................. 38
RealPresence Web Suite Services Portal Server Settings ...................................................39
Set Web Addresses for RealPresence Web Suite Portals .................................................................... 39
Select a User Authentication Mode ....................................................................................................... 40
Set Up LDAP Authentication ............................................................................................................................. 40
Set Up Single Sign-On Authentication .............................................................................................................. 42
Enable Email Notifications for Users ..................................................................................................... 44
Set Social Networking Policies .............................................................................................................. 45
Enable Social Networking Contacts .................................................................................................................. 45
Disable Social Networking Contacts ................................................................................................................. 46
Configure RealPresence DMA and Access Points ................................................................................ 46
Add a RealPresence DMA System and Its Access Points ................................................................................ 47
Edit a RealPresence DMA System Connection ................................................................................................ 49
Configure Conference Settings .............................................................................................................. 50
Add a Language Pack ............................................................................................................................ 51
Customize Email Templates .................................................................................................................. 52
HTML Variables Used in Email Templates ....................................................................................................... 53
Reset an Email Template ................................................................................................................................. 55
Customize and White Label the User Interface ..................................................................................... 56
Customize the User Interface ........................................................................................................................... 56
Change the Appearance of the Login Screen ................................................................................................... 57
Add a Notification Message for Users ............................................................................................................... 57
Add a Logout URL ............................................................................................................................................ 58
Change the User Interface Footer .................................................................................................................... 58
Refresh the Experience Portal User Interface .................................................................................................. 58
RealPresence Web Suite Services Portal Platform Settings ................................................60
Verify or Set the Services Portal Date and Time ................................................................................... 60
Set Log Level and Download Logs ........................................................................................................ 61
Configure HTTP Forward Proxy Settings .............................................................................................. 62
Monitor the RealPresence Web Suite Environment ..............................................................64
SNMP Framework .................................................................................................................................. 64
Supported SNMP Versions .................................................................................................................... 64
SNMP Notifications ................................................................................................................................ 65
Enable and Configure System Monitoring ............................................................................................. 66
User Management ...................................................................................................................70
Account Roles ........................................................................................................................................ 70
Manage User Accounts .......................................................................................................................... 71
Required Internal System User Accounts ......................................................................................................... 71
Change Your Password .................................................................................................................................... 71
Create User Accounts ....................................................................................................................................... 72
Edit User Accounts ........................................................................................................................................... 73
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Delete User Accounts ....................................................................................................................................... 74
Reset User Passwords ..................................................................................................................................... 75
RealPresence Web Suite Experience Portal Conference Settings ......................................76
Set the Experience Portal Web Addresses ............................................................................................ 76
Configure Conference Authentication Settings ...................................................................................... 77
Set Authentication Rules .................................................................................................................................. 77
Configure the Services Portal Authentication Agent ......................................................................................... 78
Configure Conference Agents and Settings .......................................................................................... 79
Review Conference Lobby Rules...................................................................................................................... 79
Configure the RealPresence DMA Agent ......................................................................................................... 80
Configure Conference Settings ......................................................................................................................... 81
Configure the WebRTC Agent .......................................................................................................................... 84
Add Language Packs to the RealPresence Web Suite Experience Portal ............................................ 84
Manage User Roles ............................................................................................................................... 85
User Roles and Permissions ............................................................................................................................ 85
View and Change User Permissions ................................................................................................................ 86
Roles Assignment Rules ................................................................................................................................... 86
View and Change Roles Assignment Rules ..................................................................................................... 87
RealPresence Web Suite Experience Portal Platform Settings ...........................................88
Verify or Set the Experience Portal Date and Time ............................................................................... 88
Verify or Change the Network Configuration ......................................................................................... 88
Manage Experience Portal Log Files ..................................................................................................... 89
Set the Log Level .............................................................................................................................................. 89
Download and View Log Files .......................................................................................................................... 90
Clear Log Files.................................................................................................................................................. 90
Restart the Experience Portal Services or Server ................................................................................. 90
Restart the Experience Portal Services ............................................................................................................ 91
Reboot the Experience Portal Server ............................................................................................................... 91
RealPresence Web Suite Pro Enhanced Content Feature ....................................................92
Configure the Enhanced Content Feature ............................................................................................. 93
Add Standards Connector Servers ........................................................................................................ 94
Manage Standards Connector Server Log Files ................................................................................... 95
RealPresence Web Suite Experience Portal Admin Management Menu .............................97
Manage Experience Portal Users .......................................................................................................... 97
Change Experience Portal Administration Ports ................................................................................... 98
Manage Experience Portal Administration Interface Certificates .......................................................... 99
Upgrade RealPresence Web Suite ....................................................................................... 100
Update RealPresence Web Suite Services Portal Software ............................................................... 100
Retrieve Current Services Portal Signed Certificate ....................................................................................... 100
Deploy a New Services Portal with Upgraded Software ................................................................................. 100
Migrate Current Settings to the New Services Portal ...................................................................................... 101
Change the Network Settings of the New Services Portal .............................................................................. 102
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Update RealPresence Web Suite Experience Portal Software ........................................................... 103
Export Current Experience Portal Settings ..................................................................................................... 103
Deploy a New Experience Portal with Upgraded Software ............................................................................. 103
Import Settings to the New Experience Portal ................................................................................................ 104
Restricted Shell Commands ................................................................................................. 105
Recommendations for Secure Access ................................................................................ 108
Secure Web Access ............................................................................................................................. 108
Tunnel Access for Remote Users ........................................................................................................ 108
Limitations Associated with Tunneling ............................................................................................................ 109
Secure SIP Access for Guests............................................................................................................. 110
Edge Proxy Access for Guests ....................................................................................................................... 110
Additional Recommendations to Increase Security......................................................................................... 111
Troubleshoot RealPresence Web Suite Issues ................................................................... 112
Appendix 1: Deploy the WebRTC Solution.......................................................................... 117
Overview of WebRTC .......................................................................................................................... 117
WebRTC vs. SIP Plugin .................................................................................................................................. 119
WebRTC Conference Modes .......................................................................................................................... 120
Polycom WebRTC Deployment Assumptions and Scenarios ......................................................................... 122
Polycom WebRTC Solution Components ............................................................................................ 123
Required Solution Components ...................................................................................................................... 123
Optional Solution Components ....................................................................................................................... 123
Supported Operating Systems and Web Browsers......................................................................................... 124
RealPresence Web Suite Pro ......................................................................................................................... 124
RealPresence DMA System ........................................................................................................................... 125
RealPresence Collaboration Server, Virtual Edition........................................................................................ 126
RealPresence Access Director ....................................................................................................................... 126
Implementing the RealPresence Platform WebRTC Solution ............................................................. 127
Enable WebRTC Support in the RealPresence Access Director System ....................................................... 127
Enable WebRTC Support in the RealPresence Collaboration Server System ................................................ 128
Enable WebRTC Support in the RealPresence DMA System ........................................................................ 129
Enable WebRTC Support in the RealPresence Web Suite Pro System ......................................................... 131
Appendix 2: Set Up Active Directory for Single Sign-On ................................................... 134
Create a Services Portal User Account in Active Directory ................................................................. 134
Set a Service Principal Name for the Services Portal User Account in Active Directory .................... 134
Generate a Keytab File for the Services Portal User ........................................................................... 135
Appendix 3: Create an App to Use with Google+ Social Media Contacts ......................... 137
Appendix 4: Cookies Used by the Applications ................................................................. 141
Appendix 5: RealPresence DMA Factory Conference Settings Impact ............................. 142
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Before You Begin
This guide describes how to configure and administer Polycom
®
RealPresence
®
Web Suite and Web
Suite Pro. It assumes that you’ve successfully deployed the two portals, completed the basic network
configuration, and verified that you can log into them, as described in the RealPresence Web Suite
Getting Started Guide.
Audience, Purpose, and Required Skills
This Administrator Guide is written for a technical audience with knowledge of virtual machine
environments, networking, security certificates, software configuration, and the basics of video
conferencing network and traffic requirements.
Information Elements
Polycom guides may include any of the following icons to alert you to important information.
Icons Used in Polycom Guides
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.
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, menu selections, window and dialog
names, soft keys, file names and directory names when they are involved in a
procedure or user action. Also used to highlight text to be entered or typed.
Italics
Used to emphasize text, to show example values or inputs (in this form:
<example>), 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.
Terminology Used in this Guide
As you read this guide, you will notice some terms and conventions used repeatedly. Familiarize yourself
with these terms and conventions so you understand how to perform administration tasks.
Terms Used in this Guide
Term
Definition
Apache Tomcat
An open-source web server and application container that runs the RealPresence
Web Suite Services Portal application.
FQDN
The acronym for Fully Qualified Domain Name. An example of an FQDN is
dma.example.com.
Network Time Protocol
Server (NTP)
The NTP server sets the time and date settings for the RealPresence Web Suite
Services Portal.
Nginx
An HTTP server used to render static content and delegate requests to Apache
Tomcat.
RealPresence Web Suite
Experience Portal
The meeting conference interface, also known as the Meeting Experience
Application or the Meeting Portal.
RealPresence Web Suite
Services Portal
The web server component of RealPresence Web Suite that handles scheduling
meetings, adding users, and adding contacts. Also known as the Web Services
Portal or the Web Portal.
Virtual Edition
Designates that a RealPresence Platform component is a software-based virtual
machine.
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Term Definition
Virtual meeting room
(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 or
static VMR) remains in existence indefinitely and can be used for different
individual meeting events over time. A temporary VMR is created for a specific
meeting or time period and is deleted once the meeting or time period has ended.
See the Polycom RealPresence DMA 7000 System Operations Guide for more
information on VMR management.
VMR prefix
Specifying a VMR prefix value allows the RealPresence Web Suite Services Portal
and the RealPresence Web Suite 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.
Polycom, Inc. 10
Overview of RealPresence
®
Web Suite
Polycom
®
RealPresence
®
Web Suite enhances the Polycom RealPresence Platform by providing access
to a shared meeting and collaboration experience that can include users from the hosting organization
and guests from outside the organization.
The RealPresence Web Suite Pro license enhances RealPresence Web Suite with support for the
following:
Web Real-Time Communication (WebRTC) An HTML5-based communication technology that
provides high-quality video and audio communications capabilities in WebRTC-capable browsers
such as Google Chrome without requiring a plug-in. The RealPresence Platform WebRTC solution
supports conferencing between WebRTC clients and other Polycom and third-party clients and
endpoints.
Enhanced Content Uses the capabilities of HTML5 content sharing to provide far greater content
and collaboration functionality, including multiple content streams, multiple participants sharing and
annotating content concurrently, and the sharing of documents, whiteboards, and blackboards.
This guide covers RealPresence Web Suite both with and without the Pro license, and references to
RealPresence Web Suite generally apply to both.
RealPresence Web Suite Pro is specifically called out in the context of information related to the
additional functionality provided by that license.
The suite includes the following components, described in the About RealPresence Web Suite section:
Services Portal
Experience Portal
Standards Connector (RealPresence Web Suite Pro only)
RealPresence Web Suite Client
This guide describes how to configure and manage the RealPresence Web Suite components.
Web Info: An Online Version of this Document is Available
Note that if you are reading this document in PDF format, an online version of this guide is
available.
This section is organized as follows:
The RealPresence Platform
About RealPresence Web Suite
Ports and Protocols
Start and Restart Order for RealPresence Web Suite Components
Get Help
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The RealPresence Platform
This section describes the RealPresence Platform of which RealPresence Web Suite and Web Suite Pro
are a part.
The Polycom RealPresence Platform product suite enables standards-based videoconference
collaboration between hardware and software endpoints from Polycom and other optional vendors. This
implementation may include one or more of the components listed in the following table.
RealPresence Platform Components
Required or
Optional
Polycom Platform Component Purpose
Required Polycom
®
RealPresence
®
Distributed Media Application™
(DMA
®
), Virtual Edition
Signaling, call control, and bridge
Required Polycom
®
RealPresence
®
Collaboration Server (RMX
®
),
Virtual Edition
Multipoint Control Unit (MCU), or
bridge, for hosting conferences
Optional
Polycom
®
RealPresence
®
Resource Manager
Optional
Polycom
®
RealPresence
®
Access Directorsolution*
Optional RSSrecording and streaming server Media recording
Optional Polycom
®
RealPresence
®
Media Suite (formerly Capture
Server)
Media recording
*An Acme Packet Net-Net Enterprise Session Director may also be used to secure firewall traversal.
Caution: Disable incompatible “Secure Conference” feature on MCUs
By default, RealPresence Collaboration Server MCUs support a “secured” conference mode.
When a chairperson selects it, the MCU fails to communicate that status change or any
subsequent information about the conference to the RealPresence DMA system managing it
(or any other entity). RealPresence Web Suite relies on the RealPresence DMA system for
conference information. Since neither entity is aware that the conference is locked, the
conference’s roster, chat, and content are not secured.
Polycom strongly recommends disabling the “Secure Conference” feature on MCUs managed
as conferencing resources by a RealPresence DMA system. You can do so by deleting the
DTMF commands that control it (*71 and #71) on the DTMF Codes tab of the
Conference IVR
Service Properties dialog box.
Conferences can be locked using the RealPresence DMA system’s REST API, and that
method of securing a conference is fully compatible with RealPresence Web Suite.
The following diagram shows the components in a typical RealPresence Platform solution.
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Polycom RealPresence Platform components
Experience
Portal
DMA
DMA
RealPresence DMA Supercluster
MCU Pool
MCU
MCU
MCU
MCU
MCU
MCU
Edge
Traversal
Services
(RealPresence
Access Director)
Enterprise
DMZ
Services Portal
RTP
Media
SIP,
H.323,
or
WebRTC
Signaling
Enterprise
Firewall
Standards Connector Pool
SCSC
Internet
RealPresence
Desktop
RealPresence
Mobile
Web
Client
Group
Series
HDX
3
rd
-Party
EP
SIP,
H.323,
RTP
HTTP
HTTP
Enterprise
Firewall
RealPresence Platform components work with the RealPresence Web Suite to enable users to create
and participate in video conference meetings using a web browser or other hardware and software video
endpoints, including mobile devices running the Polycom
®
RealPresence
®
Mobile application.
If Polycom RSS or RealPresence Media Suite (formerly Capture Server) is configured for the environment
that is hosting the meeting, the creator of the meeting can record it, including all video streams, audio
streams, and shared content.
About RealPresence Web Suite
This section describes RealPresence Web Suite and its components. Meetings are scheduled in the
Services Portal and attended through the Experience Portal. Participating in meetings requires access
only to the Experience Portal using an HTML5-compliant browser or downloaded plug-in and a URL link
sent in an email or instant message.
RealPresence Web Suite Services Portal
Through the RealPresence Web Suite Services Portal, users create and initiate online video conference
meetings. Scheduling a meeting in the Services Portal requires user or administrative account access
(see the section Account Roles).
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. In the administration
interface of the Services Portal, administrators can create and manage users and configure many aspects
of the RealPresence Web Suite system.
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RealPresence Web Suite Experience Portal
In the RealPresence Web Suite Experience Portal, users attend meetings and interact with features such
as content sharing, group chat, and privacy settings. In the administration interface of the Experience
Portal, administrators configure key aspects of the RealPresence Web Suite system, including
conference and authentication configuration and, for RealPresence Web Suite Pro, WebRTC support and
Enhanced Content.
RealPresence Web Suite Standards Connector
One or more Standards Connector servers are required to support the Enhanced Content feature of
RealPresence Web Suite Pro. The Standards Connector provides transcoding of the HTML5 data
distributed by the Experience portal into H.264 video streams signaled via SIP and BFCP and distributed
by an MCU.
RealPresence Web Suite Client
Users connect to a RealPresence Web Suite conference using their web browser as the client
application. For non-WebRTC conferences and browsers, RealPresence Web Suite offers to download
Polycom’s MFW plugin that enables Session Initiation Protocol (SIP). If RealPresence Web Suite has the
Pro license and the other requirements for supporting WebRTC are met, a WebRTC-capable browser can
use WebRTC to initiate or join a conference. The Experience Portal provides the Javascript and HTML5
that establishes the RTC session. No plugin is needed.
RealPresence Web Suite Users
You can add users to the Services Portal locally or by integrating with an enterprise Lightweight Directory
Access Protocol (LDAP) server (Microsoft® Active Directory® is supported). With LDAP enabled,
enterprise users can attend and host meetings on the Services Portal and log into the Experience Portal
using their domain network credentials.
RealPresence Web Suite Meetings
Users log into the Services Portal, select the Schedule option, choose meeting options, select the
participants they want to invite, and then schedule a meeting.
The Services Portal contacts the RealPresence DMA system to create a virtual meeting room (VMR)
using the configured conference template. For a non-WebRTC meeting, a meeting including both
WebRTC and non-WebRTC endpoints (transcoded, or bridge, mode), or a meeting with more than three
WebRTC endpoints, the RealPresence DMA system creates the VMR on a multipoint control unit (MCU)
where all participants can join.
Finally, the configured Simple Mail Transfer Protocol (SMTP) server sends the email notifications to each
invited participant. The invitation contains a URL link to the meeting and can include information for how
to access meetings using SIP, H.323, ISDN, Tunneling, or PSTN.
When a WebRTC mesh meeting takes place (RealPresence Web Suite Pro only), the Experience Portal
serves as the WebRTC server. WebRTC clients exchange signaling through the Experience Portal, and
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media streams are sent directly between clients (or through an ICE server when necessary for
NAT/firewall traversal).
When a transcoded (bridge) meeting takes place, the RealPresence DMA system validates the VMR and
routes the call to the destination RealPresence Collaboration Server MCU so that users can join.
In the Services Portal, users can also start a meeting immediately (an ad hoc meeting). In that case, they
are transferred to an Experience Portal session and prompted to begin inviting participants.
RealPresence Web Suite Meeting Contacts
Users can invite participants to meetings from an aggregated list of the meeting creator’s Google+
contacts if the Services Portal administrator has enabled and provisioned app-user credentials on that
service. If social media contacts are enabled, a user can invite social networking contacts to meetings
that occur on the Experience Portal.
When users select social media contacts in the Services Portal, a URL is sent to the contacts on that
social messaging service. The invited participants can click the URL or paste it into their browser to gain
access to the meeting.
RealPresence Web Suite Deployment
The Services Portal and Experience Portal are each packaged in OVA files that can be deployed on
VMware ESXi hosts or in a VMware vCenter. Both portals are also packaged in VHD files that can be
deployed on Microsoft Hyper-V servers. The Standards Connector runs on the same software as the
Experience Portal, only configured differently, so the same OVA or VHD file is used to deploy it.
The environment into which the RealPresence Web Suite portals are deployed must meet the
requirements outlined in the Release Notes for the version you are deploying.
RealPresence Web Suite Conferencing Modes
The following sections describe and illustrate three conferencing modes. The first is available in all
RealPresence Web Suite configurations. The second and third modes support WebRTC and require the
RealPresence Web Suite Pro license and the proper configuration of all components in the RealPresence
Platform environment.
Standards-based Conference Mode
RealPresence Web Suite supports standard SIP conferencing, as shown in the following diagram. Web
applications (browsers) require a plugin to join the conference.
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RealPresence Web Suite: SIP Call to MCU
Transcoded Conference Mode
Transcoded (or bridge) conference mode is hosted on a WebRTC-enabled MCU, the RealPresence
Collaboration Server, Virtual Edition. This enables WebRTC-enabled browsers to connect to any
conference with participants of any type. The main drawback is the resources required for transcoding,
which can create an expensive and limited scale solution. The following diagram shows a WebRTC call to
a WebRTC-enabled MCU.
RealPresence Web Suite Pro: WebRTC Call to MCU
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Mesh Conference Mode
Mesh mode enables each WebRTC-enabled web application to send media directly to the other web
applications in conference, rather than to an MCU. This allows for almost unlimited capacity, as minimum
server side resources are required for basic management. An essential benefit of mesh conferences is
the ability to run and manage a large number of mesh conferences simultaneously, which makes it a
scalable video conferencing solution.
But mesh conferencing has the following limitations:
Conference participants can only connect to a mesh conference in a WebRTC-enabled web
application.
Because each mesh conference participant receives media streams from all the others, bandwidth
consumption grows quickly. This can become problematic when the number of participants in the
conference exceeds three or four. The RealPresence DMA system currently limits mesh
conferences to three participants.
The following diagram shows two WebRTC endpoints in a mesh conference.
RealPresence Web Suite Pro: WebRTC Mesh Calls
Ports and Protocols
This section illustrates and describes the ports and protocols used by the RealPresence Web Suite
portals. Inbound and outbound port usage depends on the communications protocol and the specific port
being used to initiate communications.
The following graphic shows how various ports and communications protocols interact in a sample
RealPresence Web Suite network.
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Ports and protocols used in a typical RealPresence Web Suite Deployment
The following table describes the inbound and outbound ports and protocols that handle communications
between the portals and other Polycom RealPresence system components and network elements.
Inbound and Outbound Protocols and Ports
Protocol/Function
Communication
Ports
HTTP/HTTPS From web clients to the Services and
Experience Portals
TCP 443. Port 80 is also enabled, but it
redirects to 443.
Provides web browser access to the user
interface (UI) and Representational State
Transfer (REST) APIs.
HTTPS Between the Experience Portal and the
RealPresence DMA system
TCP 8443 from Experience Portal to
RealPresence DMA system.
TCP 9443 from RealPresence DMA system
to Experience Portal.
HTTPS Access to Experience Portal
administration interface
TCP 9445
HTTPS Enhanced content sharing service TCP 9081/9981
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Polycom, Inc. 18
Protocol/Function Communication Ports
HTTPS (Tunneling) From web clients to RealPresence
Access Director (version 3.1 is
required to set up tunneling in a
RealPresence Web Suite environment)
TCP 443. Port 80 is also enabled, but it
redirects to 443.
Media is communicated through
RealPresence Access Director.
SSH For SSH access to restricted shell TCP 22
NTP Between the portals and a Network
Time Protocol server
UDP 123
DHCP Between the portals and a Dynamic
Host Configuration Protocol server
UDP 67/68
SMTP Between the Services Portal and the
organization’s SMTP server
TCP 25 for non-secure (SMTP).
TCP 587/465 for secure (SMTP-S).
SNMP
Between SNMP agents and managers
UDP 161/162
LDAP Between the Services Portal and the
organization’s LDAP server
TCP 389 for non-secure (LDAP).
TCP 636 for secure (LDAP-S).
Extensible Messaging and
Presence Protocol (XMPP)
Between web clients and external
social media services
TCP 5222.
The Services Portal uses this port to
communicate with social networking apps
to get contact presence information and
deliver instant message invites.
SIP Between client endpoints and
RealPresence DMA system or
intermediate edge proxy
(RealPresence Access Director or
Acme)
5060 (UDP/TCP) /5061 (TLS).
443 (TCP) for HTTPS Tunneling.
SIP is the signaling protocol used by the
RealPresence Web Suite plugin web client,
RealPresence Mobile, and other SIP
endpoints.
Real-time Transport
Protocol/Real-time Control
Protocol/Secure Real-time
Transport Protocol/Secure
Real-time Control Protocol
(RTP/RTCP/SRTP/SRTCP)
Between client endpoints (mesh
conference) or between endpoints and
MCU or intermediate edge proxy
(RealPresence Access Director or
Acme)
RealPresence Web Suite web client: UDP
ports 32303237.
443 TCP port for HTTPS Tunneling.
For the RTP/RTCP/SRTP/SRTCP port
range used by other Polycom and third-
party products, see the appropriate product
documentation.
RTP and SRTP are used to carry video
and audio media between web-based
clients and the MCU.
RTCP and SRTCP provide out-of-band
statistics and control information for an
associated RTP or SRTP flow.
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Polycom, Inc. 19
Protocol/Function Communication Ports
Binary Floor Control
Protocol (BFCP)
Between client endpoints and MCU or
intermediate edge proxy (RealPresence
Access Director or Acme)
3238 (UDP/TCP)
BFCP is the signaling protocol used by SIP
clients to negotiate content sharing.
Enhanced Content Sharing
(WebSocket)
Between Content Sharing Agent (on
Experience Portal) and Content
Sharing Manager (on Experience
Portal or Standards Connector server)
TCP 9332/9335
If the Experience Portal’s built-in Standards
Connector function is being used (no
dedicated Standards Connector server),
port 9335 should be open only for
localhost.
Start and Restart Order for RealPresence Web
Suite Components
When you start RealPresence Web Suite, be sure to start the Services Portal and the configured
RealPresence DMA system before starting the Experience Portal. Failure to do so impacts the API that
handles feature functionality on the Experience Portal.
When you restart the Services Portal or the configured RealPresence DMA system, be sure to also restart
the Experience Portal afterwards (see the section Restart the Experience Portal Services or Server).
Failure to do so impacts the API that handles feature functionality on the Experience Portal.
Get Help
For more information about installing, configuring, and administering Polycom products, refer to
Documents and Downloads at Polycom Support.
Polycom and Partner Resources
To find all Polycom partner solutions, see the Strategic Global Partner Solutions website.
The Polycom Community
The Polycom Community gives you access to the latest developer and support information. Participate in
discussion forums to share ideas and solve problems with your colleagues. To register with the Polycom
Community, simply create a Polycom online account. When logged in, you can access Polycom support
personnel and participate in developer and support forums to find the latest information on hardware,
software, and partner solutions topics.
Polycom, Inc. 20
Set Up RealPresence Web Suite
This section briefly describes the configuration tasks required to complete your implementation of a new
Polycom® RealPresence® Web Suite system, with links to the sections with detailed descriptions and
procedures.
This section assumes that you’ve deployed the two portals, completed the basic network configuration,
and verified that you can log into each portal, as described in the RealPresence Web Suite Getting
Started Guide.
Note: Log in with Super Admin credentials to complete all configuration steps
All configuration steps on both the Services Portal and Experience Portal must be completed by
a user with Super Admin credentials. Log in
to each portal for the first time using admin as the
user name and
Polycom12#$ as the password. At a minimum, you should change that
password. For greater security, add individual administrator accounts for each authorized person
and delete the generic
admin account.
For information on the account roles, see the section Account Roles.
Complete the following tasks to set up a new RealPresence Web Suite system. Because the Services
Portal contains some of the configuration for both portals, its configuration tasks should be completed
first, as the list indicates.
Verify or Set the Services Portal Date and Time
If you did this via console access after deployment, verify the time settings in the Services Portal
administration interface. If not, set the time zone and NTP server now.
Activate RealPresence Web Suite Licenses
How you activate licenses depends on whether your system is deployed stand-alone or within
RealPresence Platform Director.
Obtain and Install CA-signed Certificates for Both Portals
Polycom strongly recommends installing certificates signed by a commercial certificate authority
(CA) in all components of the RealPresence Platform solution, including the RealPresence Web
Suite portals.
Set the Web Addresses for Both Portals
In the Services Portal, specify the URL for accessing each portal. Note that the portals should
always be accessed by their FQDN, not IP address.
Configure RealPresence DMA and Access Points
In the Services Portal, specify the RealPresence DMA system to use for RealPresence Web Suite
meetings and the access points for connecting to that system. Meeting participants connect to their
conference through an access point (generally a network location connected directly to the
RealPresence DMA system or indirectly via the RealPresence Access Director system).
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Poly RealPresence Web Suite Administrator Guide

Category
Software
Type
Administrator Guide

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