Polycom DMA 7000 User manual

2.2 |March 2011 |3725-76302-001E1
Polycom®DMA™7000 System
Operations Guide

© 2009-2010 Polycom, Inc. All rights reserved.
Polycom, Inc.
4750 Willow Road
Pleasanton, CA 94588-2708
USA
No part of this document may be reproduced or transmitted in any form or by any means, electronic or
mechanical, for any purpose, without the express written permission of Polycom, Inc. Under the law, reproducing
includes translating into another language or format.
As between the parties, Polycom, Inc., retains title to and ownership of all proprietary rights with respect to the
software contained within its products. The software is protected by United States copyright laws and international
treaty provision. Therefore, you must treat the software like any other copyrighted material (e.g., a book or sound
recording).
Every effort has been made to ensure that the information in this manual is accurate. Polycom, Inc., is not
responsible for printing or clerical errors. Information in this document is subject to change without notice.
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Trademark Information
Polycom®, the Polycom “Triangles” logo, and the names and marks associated with Polycom’s 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 the property of their respective owners.
Java is a registered trademark of Oracle and/or its affiliates.
Patent Information
The accompanying product is protected by one or more U.S. and foreign patents and/or pending patent
applications held by Polycom, Inc.
End User License Agreement
Use of this software constitutes acceptance of the terms and conditions of the Polycom DMA 7000 system end-user
license agreement (EULA).
The EULA is included in the release notes document for your version, which is available on the Polycom Support
page for the Polycom DMA 7000 system.

Polycom, Inc. iii
Contents
1 Polycom®DMA™7000 System Overview . . . . . . . . . . . . . 1
Introduction to the Polycom DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Polycom Solution Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Working in the Polycom DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Open Source Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
2 Polycom®DMA™System Initial Configuration Summary . . 11
Add DNS Records for Polycom DMA System . . . . . . . . . . . . . . . . . . . . . . . 12
License the Polycom DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Configure Signaling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Set Up Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Set Up MCUs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Connect to an Enterprise Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Set Up Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Test the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
3 System Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Management and Security Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
How Certificates Work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Forms of Certificates Accepted by the Polycom DMA System . . . . . . 20
How Certificates Are Used by the Polycom DMA System . . . . . . . . . 21
Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Certificate Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Certificate Information Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Certificate Signing Request Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . 24
Add Certificates Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Certificate Details Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Certificate Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Install a Certificate Authority’s Certificate . . . . . . . . . . . . . . . . . . . . . . 26
Create a Certificate Signing Request in the DMA System . . . . . . . . . . 28
Install a Certificate in the DMA System . . . . . . . . . . . . . . . . . . . . . . . . . 29

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Remove a Certificate from the DMA System . . . . . . . . . . . . . . . . . . . . 30
Security Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Session Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Local Password Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Local Account Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Login Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
4 System Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
System Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
License . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Signaling Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Logging Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
History Record Retention . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
CMA Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Join CMA Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
System Configuration Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Add Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Configure Signaling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Configure Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Configure History Record Retention . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Join or Leave a Polycom CMA System . . . . . . . . . . . . . . . . . . . . . . . . . . 55
5 Device Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
MCUs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Add MCU Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Edit MCU Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
MCU Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
MCU Pools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Add MCU Pool Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Edit MCU Pool Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
MCU Pool Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
MCU Pool Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Add MCU Pool Order Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Edit MCU Pool Order Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
MCU Pool Order Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
6 Conference Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Contents
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Two Types of Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Template Priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
About Conference IVR Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
About Cascading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Conference Templates List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Add Conference Template Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Edit Conference Template Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Select Layout Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Conference Templates Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Conference Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Calendaring Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
7 Enterprise Directory Integration . . . . . . . . . . . . . . . . . . . 101
Enterprise Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Enterprise Directory Integration Procedure . . . . . . . . . . . . . . . . . . . . . . . . 106
Understanding Base DN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Adding Passcodes for Enterprise Users . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
About the System’s Directory Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
8 Site Topology Configuration . . . . . . . . . . . . . . . . . . . . . . 119
About Site Topology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Site Information Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Add Site Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Edit Site Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Add Subnet Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Edit Subnet Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Site Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Add Site Link Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Edit Site Link Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Site-to-Site Exclusions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Add Site-to-Site Exclusion Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Network Clouds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Add MPLS Cloud Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Edit MPLS Cloud Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Site Topology Configuration Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . 126
9 Users and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
User Roles Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

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Adding Users Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Add User Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Edit User Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Conference Rooms Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Add Conference Room Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Edit Conference Room Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Users Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Conference Rooms Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Import Enterprise Groups Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . 145
Edit Group Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Enterprise Groups Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
10 System Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Management and Maintenance Overview . . . . . . . . . . . . . . . . . . . . . . . . . 151
Administrator Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Administrative Best Practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Auditor Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Auditor Best Practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Recommended Regular Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Monitoring Login Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Change Password Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
System Log Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
System Logs Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Backing Up and Restoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Backup and Restore Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
Upgrading the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170
Upgrade Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
Adding a Second Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
Expanding an Unpatched System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
Expanding a Patched System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Replacing a Failed Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Shutting Down and Restarting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
11 System Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Call History Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Export History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

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Call Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180
Property Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
Conference History Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
Export History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
Associated Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
Conference Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
Property Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
Export CDR Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
Enterprise Directory Integration Report . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Orphaned Groups and Users Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
Conference Room Errors Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190
Export Conference Room Errors Report . . . . . . . . . . . . . . . . . . . . . . . . . . . 192
Enterprise Passcode Errors Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192
Export Enterprise Passcode Errors Report . . . . . . . . . . . . . . . . . . . . . . . . . 194
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

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1
Polycom®DMA™7000 System
Overview
This chapter provides an overview of the Polycom®Distributed Media
Application™ (DMA™) 7000 system. It includes these topics:
•Introduction to the Polycom DMA System
•Polycom Solution Support
•Working in the Polycom DMA System
•Open Source Software
Introduction to the Polycom DMA System
The Polycom DMA system is a highly reliable and scalable multipoint
conferencing solution based on the Polycom®Proxias™ application server. It
uses advanced routing policies to distribute audio and video calls among
multiple media servers (Multipoint Control Units, or MCUs), creating a single
resource pool. The system acts much like a virtual MCU, greatly simplifying
video conferencing resource management and improving efficiency.
The Polycom DMA system integrates with your enterprise directory,
automating the task of provisioning users for video conferencing. Combined
with its advanced resource management, this makes reservationless video
conferencing on a large scale feasible and efficient, reducing or eliminating the
need for conference scheduling.
The Polycom DMA system’s ability to handle multiple MCUs as a single
resource pool makes it highly scalable. To expand the system, you can add
MCUs on the fly without impacting end users and without requiring
re-provisioning.

DMA Operations Guide Introduction to the Polycom DMA System
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Two-node Cluster Configuration
The two-server configuration of the Polycom DMA system is designed to have
no single point of failure within the system that could cause the service to
become unavailable. To support this, the system is configured as a cooperative
active/active two-node cluster. Both servers are actively registered and can
accept and process calls.
The H.323 network topology and choice of gatekeeper determine which server
receives a call. When a Polycom CMA system is acting as the gatekeeper, it
routes calls destined for the Polycom DMA system to the first server that it
finds available. If the first server isn’t available, it automatically routes the call
to the second server.
In the event of a single server (node) failure, two things happen:
•All current calls that are being routed through the failed node are
terminated. These users simply need to redial the same number. The
gatekeeper automatically routes them to the remaining Polycom DMA
system server and they’re placed back into conference.
•If the failed server is the active web host for the system management
interface, the active user interface sessions end, the web host address
automatically migrates to the remaining server, and it becomes the active
web host. Administrative users can then log back into the system at the
same URL. The system can always be administered via the same address,
regardless of which server is actually the web host.
The Polycom DMA system continuously monitors the used and available
resources on each MCU. If an MCU suffers a catastrophic failure, the Polycom
DMA system adjusts its internal resource counts. All the calls and conferences
on the failed MCU are terminated. But as in a server failure, callers can dial
back into the system using the exact same number that they used for their
initial dial-in. The Polycom DMA system then relocates their new conference
to the best available MCU (provided that there is still sufficient MCU capacity
remaining in the system).
The internal databases within each Polycom DMA system server are fully
replicated to the other node in the cluster. If a catastrophic failure of one of the
database engines occurs, the system automatically switches itself over to use
the database on the other server.
Single-server Configuration
The Polycom DMA system is also available in a single-server configuration.
This configuration offers all the advantages of the Polycom DMA system
except the redundancy and fault tolerance at a lower price. It can be upgraded
to a two-server configuration at any time.
This manual generally assumes a redundant two-node cluster. Where there
are significant differences between the two configurations, those are spelled
out.