Polycom Pano Service manual

ADMINISTRATOR GUIDE 1.2.2 | September 2019 | 3725-42460-005A
Polycom® Pano™

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Contents
Before You Begin................................................................................................4
Get Help.............................................................................................................................. 4
Getting Started................................................................................................... 5
Features and Capabilities................................................................................................... 5
Hardware Features...................................................................................................5
System Indicator Lights.......................................................................................................7
Powering On and Off...........................................................................................................7
Power On the Device............................................................................................... 8
Power Off the Device................................................................................................8
Managing the System......................................................................................................... 8
Access the System Web Interface............................................................................8
Access the Polycom Cloud Service Administration Portal from the System
Web Interface...................................................................................................... 9
Access the Polycom Cloud Service Administration Portal from an Assigned
URL................................................................................................................... 10
Setup Wizard.....................................................................................................11
Modes of Operation...........................................................................................................11
Change System Default Credentials................................................................................. 11
Set Up System Manually...................................................................................................12
Provision the System........................................................................................................ 12
General Settings...............................................................................................13
Set the Local Interface Language..................................................................................... 13
Set the System Web Interface Language......................................................................... 13
Customizing Your Home Screen....................................................................................... 13
Customize Your Home Page.................................................................................. 13
Revert to the Default Home Screen Background................................................... 14
Change Network Name.......................................................................................... 14
Customizing Your System Status Bar............................................................................... 14
Display IP Addresses on System Status Bar......................................................... 14
Change Network Name.......................................................................................... 15
Set the Date and Time...................................................................................................... 15
Set Device and Room Names...........................................................................................16
Register with Polycom Cloud Service............................................................................... 16
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Provisioning Service........................................................................................17
Enable a Provisioning Service.......................................................................................... 17
Register with a Provisioning Service.................................................................................18
Disable a Provisioning Service..........................................................................................18
Network Settings.............................................................................................. 19
Configuring the Primary Network (LAN) Settings..............................................................19
LAN Status Lights...................................................................................................19
Obtain IP Addresses Automatically ....................................................................... 19
Configure IPv4 Settings..........................................................................................20
Configure IPv6 Settings..........................................................................................20
Configure DNS Settings......................................................................................... 21
Configure LAN Options.......................................................................................... 21
Configuring the Secondary Network (Wi-Fi) Settings........................................................22
Configure Wi-Fi Settings........................................................................................ 22
Disable the Secondary Network (Wi-Fi)................................................................. 25
Monitor Settings............................................................................................... 26
HDMI I/O........................................................................................................................... 26
Supported HDMI Input Resolutions........................................................................27
Supported HDMI Output Resolutions and Frame Rates........................................ 27
Supported Displays........................................................................................................... 27
Tested Touch-Capable Monitors.............................................................................27
Configure Monitor Settings................................................................................................28
Security............................................................................................................. 30
PKI Certificates................................................................................................................. 30
How the System Uses PKI Certificates.................................................................. 31
Create a Certificate Signing Request..................................................................... 31
Configure Certificate Validation Settings................................................................ 32
Install a Certificate..................................................................................................33
View a Certificate....................................................................................................33
Delete a Certificate.................................................................................................34
Change Local Account Credentials...................................................................................34
Disable the Security Code.................................................................................................34
Wireless and Screen Mirroring Options............................................................................ 35
Wireless Bands for Miracast-Certified Devices...................................................... 35
Enable Wireless Settings....................................................................................... 35
Disable Wireless Settings.......................................................................................37
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Encryption......................................................................................................................... 37
Limit or Disable the Ability to Save Content...................................................................... 40
Content Sharing............................................................................................... 41
Content Sharing Options...................................................................................................41
System Maintenance........................................................................................42
Resetting the System........................................................................................................ 42
Perform a Factory Reset........................................................................................ 42
Reset System Settings........................................................................................... 43
Updating System Software................................................................................................44
Choose a Software Update Method....................................................................... 44
Manually Update Software..................................................................................... 45
Automatically Update Software.............................................................................. 45
Update Software with a USB Flash Drive...............................................................45
Downgrading System Software.........................................................................................46
Polycom Cloud Service................................................................................... 47
The Poly Cloud Services Portal........................................................................................ 47
Polycom Cloud Service Administration Guide...................................................................48
Troubleshooting............................................................................................... 49
Blurry Miracast Video........................................................................................................ 49
Download Logs................................................................................................................. 49
Contact Polycom Support................................................................................................. 50
Contents
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Before You Begin
Topics:
▪Get Help
This information is for administrators who need to configure, manage, customize, and troubleshoot
Polycom® Pano™ devices.
Polycom recommends that you record your device’s serial number and have it available for setup and
troubleshooting. The serial number is printed on the device and the shipping box labels. It also is listed on
the Dashboard of the system web interface.
Get Help
For more information about installing, configuring, and administering Polycom products, refer to Polycom
Support.
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Getting Started
Topics:
▪Features and Capabilities
▪System Indicator Lights
▪Powering On and Off
▪Managing the System
Features and Capabilities
The Pano device provides real-time collaboration with the following features:
▪ Up to full 4K performance for sending content streams to high-definition monitors with or without
touch capabilities. Meeting participants simultaneously stream content onto the monitor or
interactively annotate and control content.
▪ Support for multiple content streams from AirPlay®- and Miracast®-certified devices, the Polycom®
Content™ App, and HDMI connections.
▪ Integration with supported Polycom video systems.
▪ Integrated toolbar with high-performance annotation capabilities.
▪ Cloud connectivity for remote administrator access.
▪ System security with 802.1X authentication for wired connections and PKI certificates.
▪ Device management with Polycom® RealPresence™ Resource Manager.
▪ Remote administrator access for managing standalone devices.
Note: Audio transmission in Miracast mirroring is best-effort. For Windows 10 or Android devices,
Miracast audio-video synchronization isn’t guaranteed.
Hardware Features
Polycom designed the Pano device system to be always connected and powered. The system includes
limited cable and Wi-Fi connections to simplify setup, and its compact design fits most space
requirements.
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Front and Side Feature Descriptions
Reference Number Feature
1 LED indicator of system status and button to initiate factory reset
2 Security cable lock slot on the side
Back Panel Feature Descriptions
Reference Number Feature
1 HDMI input port
2 Analog audio output
3 HDMI output port
Getting Started
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Reference Number Feature
4 USB 3.0 host port
If you plug a dongle for a wireless pointing device into the USB 2.0 port and connect a
USB flash drive to the USB 3.0 port, the wireless pointing device may not function
properly.
5 USB 2.0 host port
If you plug a dongle for a wireless pointing device into the USB 2.0 port and connect a
USB flash drive to the USB 3.0 port, the wireless pointing device may not function
properly.
6 10/100/1000 Ethernet port
The device ships with this Ethernet port covered. This port is reserved for future use.
7 10/100/1000 Ethernet port powered with PoE+ PD
This port supports IEEE 1588 for time synchronization with devices in a room.
8 2.0 mm jack for optional external 54 V DC power adapter
System Indicator Lights
The LED on the front of the Pano device system provides the following information.
Indicator Light System Status
Off or blinking red light System is disconnected, cannot initialize, or has encountered a severe
malfunction
Steady white light System is initializing
Steady blue light System is running
Alternating blue and amber lights System is in software update or factory restore mode
Powering On and Off
The system turns on when you plug it into a power source. The system doesn’t have a power button, so
you must unplug the power cable to turn it off.
You can power the device with the following:
▪ Power over Ethernet+ (PoE+) IEEE 802.3at Type 2 (Link Layer Discovery Protocol [LLDP]
negotiation is supported for switches that require it)
▪ 2.0 mm power adapter
Remember the following when powering the Pano device:
Getting Started
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▪ When you connect both a PoE+ source and power adapter, the power adapter takes precedence.
▪ The device reboots when you connect or disconnect the power adapter.
▪ The Pano device supports only PoE 2-event classification mode. Depending on the model, you may
need to configure your switch to support the 2-event classification mode before the system is able
to receive proper power from the component. If necessary, check the switch user manual for
instructions to activate this feature.
▪ Powering a Consumer Electronics Control (CEC)-enabled monitor off and on disrupts how the Pano
device functions and requires you to restart the device. To avoid these issues, Polycom
recommends disabling the monitor's CEC setting. (Note: CEC may have a different name
depending on the monitor manufacturer.)
Power On the Device
You need to connect all of the related equipment that you intend to use before connecting the power
source to the Pano device.
Procedure
1. Connect the Pano device to the monitor using an HDMI cable.
2. Optional: Connect the touch-capable monitor to the bottom USB port.
3. Connect the LAN cable.
Note: You might experience a low signal strength when connecting the device with a LAN cable
longer than 30 m (100 ft). Polycom recommends that you use an externally powered
Ethernet hub or PoE switch to limit the LAN cable length to shorter than 30 m (100 ft).
4. Connect the power source.
The device is considered on.
Power Off the Device
Powering off your Pano device depends on how you have it connected.
Procedure
»Choose one of the following options to power off your device.
▪ Disconnect the power adapter.
▪ Disconnect the LAN cable if your device is using PoE+.
If your setup includes both connections, you must disconnect both cables.
Managing the System
After you run the setup wizard, you can configure, manage, and monitor your Pano device using its web
interface.
Access the System Web Interface
You can access the Pano system web interface.
▪ You must use a supported web browser with cookies enabled to access the system web interface.
Getting Started
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Note: If you try to access the system with a web browser with cookies disabled, the system
displays a notification. However, this message doesn’t appear with Microsoft Edge web
browsers.
▪ You must have a DHCP server in your deployment. To access the system web interface for the first
time, you must use the IP address assigned to the system by the DHCP server.
The system IP addresses display on its home screen by default.
If you enable the Secondary network (Wi-Fi) by selecting the Enable Administrator Access to This
Network option, you can also access the system web interface using the Wi-Fi network IP address.
Note: You can always access the system web interface using the Primary network (LAN) IP address.
The system IP addresses display on its home screen by default.
Procedure
1. Open a browser and enter the system IP address using the format https://10.11.12.13.
Note: HTTPS severely limits the ability of anyone on the network to discover login information or
credentials. For this reason, the system redirects attempts to use the system web interface
via HTTP to the HTTPS interface.
2. Enter your administrator credentials.
The default Administrator user name is admin, and the default admin password is the last six
digits of the Pano device serial number. You can find the serial number in one of these locations:
▪ A sticker on the back of the device
▪ The shipping container
▪ The Dashboard screen of the system web interface
3. Select Login.
Related Links
General Settings on page 13
Provisioning Service on page 17
Monitor Settings on page 26
Security on page 30
System Maintenance on page 42
Related Links
Configure Wi-Fi Settings on page 22
Access the Polycom Cloud Service Administration Portal from the
System Web Interface
If your organization has activated a Polycom Cloud Service account, you can access the service's
administration portal to manage registered devices and configure cloud capabilities.
You can access the portal from the system web interface of a Pano device that is registered to the
Polycom Cloud Service.
Getting Started
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Procedure
1. Open a browser and enter the system IP address using the format https://10.11.12.13.
2. In the system web interface, to General Settings > Cloud.
3. Select Launch the Polycom Cloud Service Portal.
4. Enter your Email ID and Password and select Sign In.
Related Links
Polycom Cloud Service on page 47
Related Links
Access the Polycom Cloud Service Administration Portal from an Assigned URL on page 10
Access the Polycom Cloud Service Administration Portal from an
Assigned URL
If your organization has activated a Polycom Cloud Service account, you can access the service's
administration portal to manage registered devices and configure cloud capabilities.
Procedure
1. Access the Polycom Cloud Service Administration portal by copying and pasting the URL you
received in the Polycom Cloud Service Administration Account Activation email into a browser.
2. Enter your email address in the Email Address field and click Continue.
3. Enter your password in the Password field and select Sign in.
Related Links
Polycom Cloud Service on page 47
Related Links
Access the Polycom Cloud Service Administration Portal from the System Web Interface on page 9
Getting Started
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Setup Wizard
Topics:
▪Modes of Operation
▪Change System Default Credentials
▪Set Up System Manually
▪Provision the System
The setup wizard, also known as the out-of-box (OOB) state, walks you through the initial steps of
configuring your Pano system. It is available during initial setup, after a system reset with settings
deleted, and after a factory reset.
Note: Make sure you complete the entire setup process. A timeout occurs after 10 minutes and the
system returns to the sign-in page.
Modes of Operation
When you run the Pano system setup wizard, you have the following options:
▪Manual Setup You bypass registering with the provisioning service and configure a standalone
system. In this mode, you can control system operations manually.
▪Provision You register your system with a provisioning service (e.g., Polycom® RealPresence®
Resource Manager). In this mode, some system operations (such as configuration settings and
software updates) are automatically controlled.
During either setup, you also can register your system to the Polycom Cloud Service to automatically
control some system operations (such as software updates). (Registration requires that your organization
first complete the Polycom Cloud Service activation process.)
Related Links
Register with Polycom Cloud Service on page 16
Change System Default Credentials
When you run the setup wizard, you are required to change your system's default password.
Before you begin, make sure that the monitor and network cables are connected and the power source is
plugged in. A URL displays on the monitor once the Pano system is on.
Procedure
1. Open a browser and enter the system IP address using the format https://10.11.12.13.
2. Change your system's default password.
A new password is required to limit access to the system administrator settings. The default
password, which is case sensitive, is the last six characters of your Pano system serial number.
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If you forget your administrator password, you must reset the system and run the setup wizard
again to reset the password.
3. Optional: Select the Change username checkbox to create a new username.
The default username is admin.
Set Up System Manually
You can finish setting up your system manually after you change your default password.
Procedure
1. On the welcome screen, select Manual Setup.
2. Select a language for the system.
3. Select the country where the system is located.
4. Do one of the following on the Polycom Cloud Service registration page:
▪ Select Sign In to register your system with the Polycom Cloud Service.
▪ Select Skip to set up a standalone system.
5. If you chose Sign In, complete the Polycom Cloud Service registration.
6. Select Finish when prompted.
Related Links
Register with Polycom Cloud Service on page 16
Provision the System
You can register your system with a provisioning service after you change your default password.
Procedure
1. On the welcome screen, select Provision.
The system searches for a provisioning service.
2. Complete the required fields for registering with the provisioning service and select Register.
If your system detects a provisioning service on the network, all the fields except Username and
Password are automatically completed. If a service is not detected, you must enter all the fields
manually.
3. If the Polycom Cloud Service registration page displays, select Sign In to register your system or
Skip.
You see this page only if your provisioning service allows your system to also register with the
Polycom Cloud Service.
4. Select Finish when prompted.
Related Links
Register with Polycom Cloud Service on page 16
Setup Wizard
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General Settings
Topics:
▪Set the Local Interface Language
▪Set the System Web Interface Language
▪Customizing Your Home Screen
▪Customizing Your System Status Bar
▪Set the Date and Time
▪Set Device and Room Names
▪Register with Polycom Cloud Service
The General Settings tab in the system web interface lets you configure basic features of your Pano
device, such as its language and if you want to allow screen mirroring.
Related Links
Access the System Web Interface on page 8
Set the Local Interface Language
Change the language that users see on the system local interface.
Procedure
1. In the system web interface, go to General Settings > System Language.
2. Select a language.
Set the System Web Interface Language
You can change the language that administrators see in the Pano system web interface.
Procedure
»In system web interface title bar, select the language you want from the dropdown list.
Customizing Your Home Screen
You can change the background image of the home screen.
Customize Your Home Page
You can change the background image of the Pano home page.
The background image must be in JPEG or PNG format, less than 10 MB, with a 16:9 resolution of at
least 1280 × 720. Polycom recommends one of the following resolutions:
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▪ 3840 × 2160
▪ 2560 × 1440
▪ 1920 × 1080
Changing the background image deletes the old one from the system, unless it’s the default Polycom
background image. You can always revert to the default background image.
Procedure
1. Select General Settings > Home Screen Settings.
2. Select Choose File and then select an image from your local disk.
3. Select Upload.
The system prompts you when the image successfully loads.
Revert to the Default Home Screen Background
You can revert the home screen background to the default picture.
Procedure
1. Select General Settings > Home Screen Settings.
2. Select Use Default Background.
3. In the Are you sure? dialog box, select Apply Default.
The system deletes your current background image and replaces it with the default.
Change Network Name
You can give a descriptive name to your networks so users can identify them easily.
Procedure
1. Select General Settings > System Status Bar.
2. Type a name to the right of the desired network.
The maximum name length is 16 characters.
Customizing Your System Status Bar
You can set whether to display the Primary network (LAN) or Secondary network (Wi-Fi) IP addresses on
the system status bar. You can also change the network names.
Display IP Addresses on System Status Bar
You can display the Pano system IP addresses in the system status bar.
Content App users can find and connect to the Pano system using the Pano IP addresses shown on the
system status bar.
Procedure
1. Select General Settings > System Status Bar.
General Settings
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2. Select Display on system status bar: under the desired network.
Related Links
Configure Monitor Settings on page 28
Change Network Name
You can give a descriptive name to your networks so users can identify them easily.
Procedure
1. Select General Settings > System Status Bar.
2. Type a name to the right of the desired network.
The maximum name length is 16 characters.
Set the Date and Time
Change the date and time settings in the system web interface.
Procedure
1. In the system web interface, go to General Settings.
2. Select Date and Time.
3. Configure the following settings (your changes save automatically):
Setting Description
Date Format Specifies how the date displays.
Time Format Specifies how the time displays.
Auto Adjust for Daylight Saving Time When enabled, the system clock automatically adjusts
for daylight saving time.
Time Zone Specifies the time difference between GMT and your
location.
Time Server Specifies if you want to automatically or manually
configure the system to use a time server. You can also
select Off to manually enter the date and time.
Primary Time Server Address Specifies the address of the primary time server your
system uses when you set Time Server to Manual.
Secondary Time Server Address Specifies the address of the time server your system
uses when the Primary Time Server Address doesn’t
respond. This is an optional field.
Current Date and Current Time If you set Time Server to Manual or Auto, the system
doesn’t display these settings.
If you set Time Server to Off, you can configure
Current Date and Current Time.
General Settings
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Set Device and Room Names
You can set the device and room names associated with a standalone Pano system using the system
web interface.
You must use the Polycom Cloud Service Administration portal to change the names of a system that is
registered with the Polycom Cloud Service.
Procedure
1. In the system web interface, go to General Settings > Device and Room Name.
2. Enter the Device Name, Room Name, or both and select Save.
Register with Polycom Cloud Service
You can register your system to the Polycom Cloud Service through the setup wizard or in the system
web interface.
Besides the first step, the following instructions are the same whether you chose to register during initial
setup or later in the system web interface.
Procedure
1. In the system web interface, go to General Settings > Cloud. (Skip this step if you are running
the setup wizard.)
2. Select Sign In.
3. Enter your Email ID and Password.
The Email ID was activated through the Polycom Cloud Service Administration portal and enables
the system to locate your account.
4. Enter a Room Name.
A Room Name is how users identify a Pano system they want to connect to from a device or the
Content App. Polycom recommends that you use a name that is associated with the system's
location (e.g., a conference room).
5. Optional: Deselect the Enable Security Code checkbox if you do not want users to enter a code
to connect their device to the Pano system.
6. Keep the automatically generated Device Name or enter a new one.
This name identifies the Pano device in the Polycom Cloud Service portal dashboard.
7. Select Finish when prompted.
Related Links
Provisioning Service on page 17
Modes of Operation on page 11
Related Links
Set Up System Manually on page 12
Provision the System on page 12
Choose a Software Update Method on page 44
General Settings
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Provisioning Service
Topics:
▪Enable a Provisioning Service
▪Register with a Provisioning Service
▪Disable a Provisioning Service
You can use a provisioning service, such as Polycom RealPresence Resource Manager, to perform the
following actions with your system:
▪ Automatically provision settings, including Room Name, Device Name, and whether a security code
is required for connecting to the system.
▪ Automatically update software
▪ Allow your systems to register with the Polycom Cloud Service.
▪ Monitor health and status
Remember the following when you register your system to a provisioning service:
▪ Provisioned settings are read-only in the system web interface. Settings that are dependent on
provisioned values are read-only or unavailable.
▪ The system automatically checks for and runs software updates every time it restarts and at an
interval set by the service.
▪ The provisioning service can determine whether the system can register with and receive software
updates from the Polycom Cloud Service.
▪ With administrative permissions, you can change a system’s settings after a bundle is applied (a
new bundle also overwrites manual settings).
▪ If a registered system fails to detect the service when it restarts or checks for updates, an alert
displays on System Status.
▪ If the system loses registration with the service, it continues to use the most recent configuration it
received.
Related Links
Access the System Web Interface on page 8
Choose a Software Update Method on page 44
Register with Polycom Cloud Service on page 16
Enable a Provisioning Service
You can register your system with a provisioning service in one of the following ways:
▪ Entering the required information in the General Settings of the system web interface.
▪ Running the setup wizard, which indicates if your system detects a provisioning service on the
network.
The setup wizard is available during initial setup, after a system reset when you delete system
settings, or when you factory reset the system.. For information about configuring the RealPresence
Resource Manager system so that Polycom systems detect and register with it, see the Polycom
RealPresence Resource Manager System Operations Guide.
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Procedure
1. In the system web interface, go to General Settings > Provisioning Server.
2. Select Enable Provisioning.
Register with a Provisioning Service
After enabling provisioning, you can register your Pano system with a provisioning service.
Procedure
1. In the system web interface, go to General Settings > Provisioning Server.
2. Select Load Discovered Information.
The registration fields update automatically if your system detects a provisioning server.
3. If your system didn’t detect a provisioning server, complete the following fields (contact your
network administrator for help):
Setting Description
Server Type Specifies the type of provisioning service (for example, RealPresence Resource
Manager).
Server Address Address of the system running the provisioning service.
Domain Name Domain for registering with the provisioning service.
User Name User ID for registering with the provisioning service.
Password Password for registering with the provisioning service.
4. Select Save.
5. Verify that Registration Status changes from Pending to Registered.
It might take a minute or two for the status to change.
Disable a Provisioning Service
You can disable a provisioning service on the system web interface.
Procedure
1. In the system web interface, go to General Settings > Provisioning Server.
2. Disable the Enable Provisioning setting.
Provisioning Service
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