cma getting started guide

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4.1.0 | April 2009 | 3725-77602-001B

Polycom CMA SystemGetting Started Guide


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2009 Polycom, Inc. All rights reserved.

Polycom, Inc.4750 Willow RoadPleasanton, CA 94588-2708USA

No part of this document may be reproduced or transmitted in any form or by any means, electronic ormechanical, for any purpose, without the express written permission of Polycom, Inc. Under the law, reproducingincludes translating into another language or format.

As between the parties, Polycom, Inc., retains title to and ownership of all proprietary rights with respect to thesoftware contained within its products. The software is protected by United States copyright laws and internationaltreaty provision. Therefore, you must treat the software like any other copyrighted material (e.g., a book or soundrecording).

Every effort has been made to ensure that the information in this manual is accurate. Polycom, Inc., is notresponsible for printing or clerical errors. Information in this document is subject to change without notice.

Trademark Information

Polycom, the Polycom logo design, ReadiManager SE200, SoundStation, ViewStation, Vortex, andVSX are registered trademarks of Polycom, Inc. Global Management System, Instructor FS, iPower,PathNavigator,People+Content, People on Content, Polycom Converged Management Application

(CMA), Polycom EagleEye, Polycom HDX 4000, Polycom HDX 7000, Polycom HDX 8000, PolycomHDX 9000, Polycom HDX 9001, Polycom HDX 9002, Polycom HDX 9004, Polycom MGC, PolycomRMX 1000, Polycom RMX 2000, Polycom RSS 2000, Polycom Video Border Proxy (VBP),PowerCam, SoundStructure, StereoSurround, and VS4000 are trademarks of Polycom, Inc. in the UnitedStates and various other countries. Allother trademarks are the property of their respective owners.

Patent Information

The accompanying product is protected by one or more U.S. and foreign patents and/or pending patentapplications held by Polycom, Inc.


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Contents

Polycom, Inc. iii

Contents

Polycom CMA System Server SetupCollect Necessary Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Complete the First-Time Setup Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . 12

Unpack and Install the Hardware Components . . . . . . . . . . . . . . . . . . . . . 14

Configure the Polycom CMA System Server . . . . . . . . . . . . . . . . . . . . . . . 15

Polycom CMA System Software SetupLog into the Polycom CMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Run the First-time Setup Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Complete the Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Polycom CMA System Technical Specifications


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Polycom CMA System Getting Started Guide

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Polycom, Inc. v

About This Guide

This guide provides the first-time setup information you need to install andconfigure a Polycom Converged Management Application (CMA)scheduling and management system. Once youve installed the standardsystem, see Chapter 2 of the PolycomCMA System Operations Guide for

additional configuration and customizing tasks you can perform.

Documentation Resources

In addition to this guide, the available documentation that describes thePolycom CMA system includes:

Polycom CMA System Release Notes

Polycom CMA System Deploying Visual Communications AdministrationGuide

Polycom CMA System Operations Guide

Polycom CMA System Web Scheduling Guide

Polycom Scheduling Guide for Microsoft Outlook

Polycom Scheduling Guide for IBM Lotus Notes

The Polycom CMA system also has online help available through the userinterface.


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vi Polycom, Inc.


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Polycom, Inc. 11

1

Polycom CMA System ServerSetup

This chapter describes the steps required to set up a Polycom Converged

Management Application

(CMA

) system server and connect it to thenetwork.

Collect Necessary MaterialsBefore you install a Polycom CMA system, collect these materials:

Polycom CMA System Release Notes

Polycom CMA system server shipment

Completed Site Survey and First-Time Setup Worksheet

Computer with a serial or ethernet port

To connect to the Polycom CMA system server through an ethernet port, makesure you also have:

A crossover cable OR

A hub or a switch and two ethernet cables

Note

If you are installing a redundant Polycom CMA 5000 system configuration,

perform all of the procedures in this chapter on both system servers.


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Complete the First-Time Setup WorksheetBefore you begin system setup, fill out the My System Values column of thisworksheet.

Note

In redundant system configurations, complete a First Time Setup Worksheet

for each Polycom CMA system server.

Table 1-1 First-Time Setup Worksheet

Item

My System

Value

Factory-Set

Default Value Descr iption

System Information

System name POLYCOM-

CMA

NetBIOS name of the Polycom CMA

system server. The name must be

between 6 and 15 characters and can

include dashes and underscores.

System IP address 192.168.1.254 Static, physical IP address for the

Polycom CMA system server

System virtual IP

address

For redundant Polycom CMA 5000

system configurations only

System subnet mask 255.255.255.0 Network subnet mask of the system

server

IP address of the default

gateway server

192.168.1.1 IP address of the gateway server

IP Address of the DNS

server

192.168.1.1 IP address of the domain name server

DNS Domain This is the DNS domain name suffix,

for the network in which the domain

name server and Polycom CMA

system server reside. For example

polycom.com, not the fully qualified

path of.polycom.com.

Current date

Current time

Time zone

External Database Integration (Required for Polycom CMA 5000 systems)

IP address or host name

of database server

IP address of the database server

Port Port number of the server


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Polycom CMA System Server Setup

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Name of database serverinstance

See your Microsoft SQL Serveradministrator

User ID and password Administrator account on the

database server that the Polycom

CMA system can use to access the

database

Enterprise Directory Integration (Required for Polycom CMA 5000 systems)

IP address or host name

of enterprise directory

server

User ID and password Administrator account on the

enterprise directory server that thePolycom CMA system can use to

access the directory

Domain controller name Fully qualified hostname of the

domain controller for integrated

Windows authentication" (for

example, dc1.mydomain.com)

Note

A domain controller administrator

must provide credentials at installation

or upgrade.

Information Required for Polycom Customer Support

Serial number

License number

Table 1-1 First-Time Setup Worksheet (continued)

Item

My System

Value

Factory-Set

Default Value Descr iption


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Unpack and Install the Hardware ComponentsThe Polycom CMA system uses a Polycom-branded Dell PowerEdge 1950server.

To unpack and install the hardware:

1 Examine the Polycom CMA system shipping container for damage.

2 Open and review the container packing slips.

3 Open the containers and examine the contents for damage.

If you find damage, file a claim with the delivery carrier. Polycom is notresponsible for damage sustained during shipment of this product.

Besides this Polycom CMA System Getting Started Guide, the Polycom CMAsystem server package includes these items:

Polycom CMA system server

Power cord and power cord retention brackets

Rack-mount kit

Serial cable

Dell PowerEdge 1950 server documentation set

4 Unpack your system and identify each item. Keep all shipping materialsin case you need them later.

5 Read the Safety Instructions in theRack Installation Guide and then usethe brackets provided to install the system in the rack.

6 Connect the systems power cable(s) to the system.

7 (Optional) Attach the power cord retention bracket on the right bend ofthe power supply handle. Bend the system power cable into a loop andattach to the brackets cable clasp. Repeat the procedure for the secondpower supply.

8 Plug the other end of the cable into a grounded electrical outlet orseparate power source such as an uninterrupted power supply (UPS) or apower distribution unit (PDU).

9 Press the power button onthe system. The power indicators should light.

10 (Optional) Install the bezel.


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Polycom CMA System Server Setup

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Configure the Polycom CMA System ServerYou can configure the Polycom CMA system server through a serial port orethernet port connection. This section gives the two connection procedures.

To connect to the Polycom CMA system server through the serial port

1 Connect a computer to the Polycom CMA system server through theRS-232 serial port.

2 Connect the Polycom CMA system server to the network.

3 Power on the computer and server and access the serial console and starta Hyperterm session.

4 In the Properties dialog box, enter these values for port settings.

Bits per second: 19200

Data bits: 8

Parity: None

Stop bits: 1

Flow control: None

5 From the starting menu, enter (2) System Setup.6 Enter these values from Table 1-1, First-Time Setup Worksheet.

a Select (1) Set DNS Server IP and Suffix and enter the DNS server IPaddress and primary DNS suffix.

b Select (2) Default Gateway IP and enter the default gateway IPaddress.

c Select (3) to enter the system name, IP address, and subnet mask.

7 Exit the console.

Go to Chapter 2, Polycom CMA System Software Setup.

Note

You MUST connect to a live network to enable reliable configuration of the IP

address. If you do not connect to the network now, the system IP address,

DNS IP address, and default gateway will show 0.0.0.0.

Note

In redundant system configurations, enter the physical IP address for the

server.
http://-/?-http://-/?-http://-/?-http://-/?-


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To connect to the Polycom CMA system through an ethernet port

1 Choose one of the following procedures:

Connect the Polycom CMA system server (via the GB1 port) directly

to an ethernet port on a computer through a crossover cable. Use ethernet cables to connect the Polycom CMA system server (via

the GB1 port) and a computer to the same ethernet switch or hub.

2 Power on the computer and the Polycom CMA server .

3 Record the original IP address and subnet mask of your local computer,so you can restore these values after completing system setup.

4 From the Start menu, go to Control Panel > Network Connections >Local Area Connection Properties.

5 Select Internet Protocol (TCP/IP) and click Properties.

6 In the Internet Protocol (TCP/IP) Properties dialog box, enter thesevalues from Table 1-1, First-Time Setup Worksheet.

IP address: 192.168.1.250

Subnet mask: 255.255.255.0

Default gateway: Keep blank, or do not change.

Preferred DNS server: Keep blank, or do not change.

Alternate DNS server: Keep blank, or do not change.

7 Click OK and close the Internet Protocol (TCP/IP) Properties and LocalArea Connection Properties dialog boxes.

Go to Chapter 2, Polycom CMA System Software Setup.

Note

Use these steps for a Microsoft Windows XP operating system. If you have a

different version of operating system, the steps may differ slightly.

Note

In redundant configurations, enter the physical IP address for the server.
http://-/?-http://-/?-http://-/?-http://-/?-


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2

Polycom CMA System SoftwareSetup

This chapter describes the Polycom Converged Management Application

(CMA

) system software setup tasks.

Log into the Polycom CMA SystemTo log into the Polycom CMA system, you need:

An internet browser

Adobe Flash Player 9.0 or 10.0

The IP address of the Polycom CMA system server. See Complete theFirst-Time Setup Worksheet (Table 1-1 on page 1-2).

To log into the Polycom CMA system

1 Open a browser window and in the Address field enter the PolycomCMA system server IP address.

Notes

If you are installing a redundant Polycom CMA system configuration,

perform the procedures in this chapter on both Polycom CMA system

servers.

If you plan to enable an Active Directory domain controller, you must have

an administrator with administrative rights on the Active Directory server

available during software set up.

Note

The Polycom CMA user interface is best viewed with an SXGA display

resolution of at least 1280x1024 pixels. The minimum support display resolution

is XGA 1024x768 pixels.


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22 Polycom, Inc.

If prompted to install the Adobe Flash Player, click OK. and follow theinstructions provided by the installation wizard.

If you receive a Security Alert, click Yes.

2 When the Polycom CMA system login screen appears, if necessary selecta different Language.

3 Enter the administrator Username and Password. The factory default isadmin/admin.

4 Click Login.

The Polycom CMA system First Time Setup wizard appears.

Run the First-time Setup Wizard

To run the First-time Setup Wizard:

1 Read the license agreement and click Accept to accept the terms andcontinue.

When the Network page appears, the fields contain the networkinformation you entered previously.

2 Make sure that the network information is correct and click Next.

Note

If you used the serial port configuration method, this is the IP address you

configured at that time. If you connected using a crossover ethernet cable or

via a local hub, this is the default address of the Polycom CMA system:192.168.1.254.

Note

Once youve completed the First Time Setup, you should change the default

admin password.

Note

If you are using the direct ethernet configuration method, you must enter the

information you recorded in Table 1-1 on page 1-2.

Note

If you change the IP address of the Polycom CMA system server, the system

will reboot at this point.


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Polycom CMA System Software Setup

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3 If you used the direct ethernet configuration method, connect thePolycom CMA system server to the production network.

4 Wait 5 minutes for the system to completely reboot and then log into thePolycom CMA system again.

5 From the System Time page, select the correct System Time Zone for thesystem.

6 If necessary, check Auto adjust for Daylight Savings.

7 Click the Use Current Time checkbox and set the current date and time.

8 After you set the initial system date and time, we recommendsynchronizing the system with an external NTP server. To do this:

a Select Use External NTP Server Time Synchronization.

b Enter the IP address or fully qualified host name for the NTP server.

c Set the Minutes between synchronization attempts.

9 Click Next.The Database page appears. By default, the Polycom CMA systeminternal database is used. An external database is required for the PolycomCMA 5000 system.

10 To continue to use the default internal database for First Time Setuppurposes, skip to step 12 on page 2-4. You can set up the externaldatabase after youve finished First Time Setup.

11 To use an external Microsoft SQL database server in a single serverconfiguration:

a Refer to the Polycom CMA System Release Notes for Microsoft SQLServer requirements.

Note

You may also wish to revert the browsing computer back to its original

configuration.

Note

If you set the system to use an external NTP server without first setting the

current date and time, the system time may be wrong until the systems first

synchronization.

Note

If you are installing a redundant Polycom CMA 5000 system configuration,

leave both servers configured to use the internal database. You will point them

to an external database later when you perform the redundancy configuration

tasks in Chapter 2 of the Polycom CMA System Operation Guide.
http://-/?-http://-/?-http://-/?-


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b Select the Use an external SQL Server database check box.

c Click Database Setup and download the Remote Database SetupUtility, DBSetup.exe, to your computer.

d Run the Remote Database Setup Utility and complete theinformation requested in the setup screens.

Make sure you know the path to the Microsoft SQL server.

If you use Microsoft Windows authentication, be sure the login IDhas administrator privileges on the SQL server.

If you use Microsoft SQL authentication, be sure the login ID is amember of the sysadmin role.

e Enter the database servers IP address, port number, and instancename (if necessary, otherwise leave it blank) in the Database page.

f Click Next.

The system connects to the server, and when the operationcompletes, it reboots.

g Wait 5 minutes and when the system completely reboots, log into thePolycom CMA system again. See Log into the Polycom CMASystem on page 2-1.

The Polycom CMA First Time Setup wizard reappears.

12 Click Next.

The LDAP page appears.

By default, the Polycom CMA system accesses an internal user database.A Microsoft Active Directory implementation of LDAP is required for the

Polycom CMA 5000 system.13 To continue to use the local directory for First Time Setup purposes, skip

to step 15 on page 2-5. You can set up the integration with an enterprisedirectory after youve finished First Time Setup.

14 To integrate the Polycom CMA system with an external Active Directoryserver so that users can include enterprise groups, users, and rooms intheir conferences:

a In the LDAP page, select Integrate with LDAP server.

b As needed, configure these settings on the LDAP page.

Setting Description

LDAP Server IP

Address or DNS Name

The IP address or fully qualified host name of the LDAP

server
http://-/?-http://-/?-http://-/?-


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15 To integrate the Polycom CMA system with an Active Directory domaincontroller for single-signon authentication:

a In the LDAP Server Setup screen, select Use Integrated WindowsAuthentication.

b Enter the fully qualified host name of the domain controller.

16 Click Next.

If you choose to integrate the Polycom CMA system with an Active

Directory domain controller, a dialog box appears prompting you to enterthe credentials for the Active Directory administrator. Enter the requiredinformation.

17 To exclude enterprise users from the Global Address Book, in the GlobalAddress Book screen, clear Include all the Active Directory Users in theGlobal Address Book.

18 Click Next.

If you changed settings on the LDAP Server Setup screen, the systemreboots.

If you didnt change any setting on the LDAP Server Setup screen, theFirst Time Setup Completed screen appears. Click Next to go to theDashboard or Log Off to exit the application.

You have finished the First Time Setup.

Domain\LDAP User ID Domain and LDAP User ID for an account that the

Polycom CMA system can use to access the LDAP

server and retrieve group, user, and room information.This LDAP User ID must have read permissions so it

can search the entire forest on the LDAP server.

This LDAP User ID is automatically associated with the

Polycom CMA system administrator role.

LDAP User Password The password for the LDAP user account

Ignore Disabled AD

users

Check this field to have the Polycom CMA system

ignore disabled enterprise users

LDAP Exclusion Filter If necessary and you understand LDAP filter syntax,

specify other types of user accounts to exclude

LDAP Search BaseDN If necessary and you understand LDAP filter syntax,

specify the top level of the LDAP directory tree (referredto as the base DN) to search

Setting Description

Note

These credentials are required to create a trusted machine account so that the

Polycom CMA system can perform trusted passthrough authentication.


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Complete the SetupOnce youve finished First Time Setup, refer to Chapter 2 of the Polycom CMASystem Operation Guide to perform these configuration tasks:

If youre installing redundant Polycom CMA 5000 system servers,complete the procedures for configuring redundancy. This includessetting up the external database, entering the virtual IP address, andtesting failover.

Integrate the Polycom CMA system with an external Microsoft SQLdatabase

Integrate the Polycom CMA system with a Microsoft Active Directoryenterprise directory

Add licenses to your system

Set up users, rooms, and devices

Associate devices with users and rooms

Schedule a test conference

Set up client computers with Microsoft Internet Explorer and the PolycomCMA Desktop application, as required.

Download the Polycom Scheduling Plugins for Microsoft Outlookand/or IBM Lotus Notes


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3

Polycom CMA System TechnicalSpecifications

This chapter describes the Polycom Converged Management Application

(CMA

) system technical specifications.

Item Description

Processor

Processor Type One or two dual-core Intel Xeon processors 5000 Sequence

Expansion Bus

Bus Type PCI-X, PCIe

Expansion slots via riser card:

PCI-X Center and Left Risers

orPCIe Center and Left Risers

Two full-height, half-length 3.3-V, 64-bit, 133-MHz

orTwo x8 lane width

Memory

Architecture PC2-4200 533MHz fully-buffered DIMMs with ECC

protection, with two-way lockstep operation (PC2-5300 667

MHz fully-buffered DIMMs when available)

Memory module sockets Eight 240-pin

Memory module capacities 256 MB, 512 MB, 1 GB, 2 GB , 4 GB

Minimum RAM 512 MB (two 256-MB module)

Maximum RAM 32 GB


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Item Description

Drives

SAS or SATA hard drivesor

SAS hard drives

Up to two 3.5-inch, internal, hot-plug, (optional) withbackplane support

or

Up to four 2.5-inch, internal, hot-plug, (optional) with

backplane support Optical drive

One optional slimline IDE CD-ROM, DVD-ROM/CD-RW

combination, or DVD-ROM

NOTE: DVD devices are data only

Connectors

Back

NIC

Serial

Two RJ-45 (for integrated 1-GB NICs)

9-pin, DTE, 16550-compatible

USB

Video 15-pin VGA

Front

Video

USB

15-pin VGA

Two 4 pin, USB 2.0 compliant

Video

Video type ATI ES1000 video controller; VGA connector

Video memory 16 MB of DDR SDRAM

Power

AC power supply (per unit)

Wattage

Voltage

Heat dissipation

Maximum in rush current

670 W

90264 VAC, autoranging, 47-63 Hz, 10.0 A (at 90 VAC)

2697 BTU/hr (maximum)

Under typical line conditions and over the entire system

ambient operating range, the inrush current may reach 55 A

per power supply for 10 ms or less.

Batteries

System battery

RAID battery (optional)

CR 2032 3.0-V lithium ion coin cellA

4.1-V lithium ion battery pack


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Polycom CMA System Technical Specifications

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Item Description

Power

AC power supply (per unit)Wattage

Voltage

Heat dissipation

Maximum in rush current

670 W

90264 VAC, autoranging, 47-63 Hz, 10.0 A (at 90 VAC)

2697 BTU/hr (maximum)

Under typical line conditions and over the entire system

ambient operating range, the inrush current may reach 55 A

per power supply for 10 ms or less.

Batteries

System battery

RAID battery (optional)

CR 2032 3.0-V lithium ion coin cellA

4.1-V lithium ion battery pack

Physical

Height 4.29 cm (1.69 in)

Width 48.26 cm (19 in)

Depth 76.2 cm (30 in)

Weight (maximum configuration) 17.69 kg (39 lb)

Environmental

Temperature

Operating

Storage

10 to 35C (50 to 95F)

40 to 65C (40 to 149F)

Relative humidity

Operating

Storage

8% to 85% (noncondensing) with a maximum humidity

gradation of 10% per hour

5% to 95% (noncondensing)

Maximum vibration

Operating

Storage

0.25 G at 3200 Hz for 15 min

0.5 G at 3200 Hz for 15 min

Maximum shock

Operating

Storage

One shock pulse in the positive z axis (one pulse on each

side of the system) of 41 G for up to 2 ms

Six consecutively executed shock pulses in the positive andnegative x, y, and z axes (one pulse on each side of the

system) of 71 G for up to 2 ms

Altitude

Operating

Storage

16 to 3048 m (50 to 10,000 ft)

16 to 10,600 m (50 to 35,000 ft)


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