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Page 1: MGC WebCommander Web Server Manager - support.polycom.com · • Internet Information Services (IIS) Server: runs the Web pages and enables users to access these pages via the Internet

MGC WebCommander Web Server Manager

Installation and Configuration Guide

Version 9.0

Page 2: MGC WebCommander Web Server Manager - support.polycom.com · • Internet Information Services (IIS) Server: runs the Web pages and enables users to access these pages via the Internet

Copyright © 2007 Polycom, Inc.All Rights Reserved

Catalog No. DOC2138C Version 9.0

Proprietary and ConfidentialThe information contained herein is the sole intellectual property of Polycom, Inc. No distribution, reproduction or unauthorized use of these materials is permitted without the expressed written consent of Polycom, Inc. Information contained herein is subject to change without notice and does not represent commitment of any type on the part of Polycom, Inc. Polycom and Accord are registered trademarks of Polycom, Inc.

NoticeWhile reasonable effort was made to ensure that the information in this document was complete and accurate at the time of printing, Polycom, Inc., cannot assume responsibility for any errors. Changes and/or corrections to the information contained in this document may be incorporated into future issues.

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Table of ContentsIntroduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

MGC Web Server Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1The Network Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2

Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3Server Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4Installation and Configuration Flow . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5Installation Flow at a Glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6About MGC WebCommander Server Manager Installation Guide . . 1-8Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9

Internet Information Service (IIS) Installation . . . . . . . . . . . . 2-1Installing the IIS Application (Windows NT Workstation/Professional Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Installing the Internet Service Manager Application (Windows NT Workstation Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3

SQL Server Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1Installing Windows NT Service Pack 4.0 . . . . . . . . . . . . . . . . . . . . . . 3-2Installing the SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3

MGC Web Server Manager Installation . . . . . . . . . . . . . . . . . 4-1Prior to Installation and Software Upgrade . . . . . . . . . . . . . . . . . . . . 4-2

Backing Up the SQL/MSDE Database . . . . . . . . . . . . . . . . . . . . 4-2Backing up the Access Database . . . . . . . . . . . . . . . . . . . . . . . . . 4-4

Product Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5Installing the MGC Web Server and MGC Web Server Manager Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7

Installation Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

SQL Server Configuration (For SQL/MSDE Server Installations Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2

Existing WebCommander Users Upgrading to the SQL/MSDE Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3

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Table of Contents

Registering the SQL/MSDE Database in the SQL Enterprise Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3Restoring the SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9

Registering the SQL Database in the ODBC Data Sources . . . . . . . 5-16Registering the Access Database in the ODBC Data Sources . . . . . 5-22Defining the MGC Web Server Security Properties . . . . . . . . . . . . 5-27

Windows NT Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-27Windows 2000 Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-34Windows 2003 Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-41

Selecting the User Account for Accessing the MGC Web Server . . 5-49Starting up the Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-52

Selecting the User Account for Accessing the WAM Server . . . . . 5-55Starting up the WAM Server . . . . . . . . . . . . . . . . . . . . . . . 5-57

Optimizing E-mail Delivery on the Server . . . . . . . . . . . . . . . . . . . . 5-59Integrating Polycom PathNavigator . . . . . . . . . . . . . . . . . . . . . . . . . 5-63

Connecting to the PathNavigator Database . . . . . . . . . . . . . . . 5-64Updating the Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-73Configuring the Polycom Datastore Database . . . . . . . . . . . . . . . . . 5-76Configuring the Internet Information Service (IIS) for Windows Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-79

Configuring the MGC Web Site to work in Windows Authentication Mode in Windows NT/2000 . . . . . . . . . . . 5-79Configuring the MGC Web Site to work in Windows Authentication Mode in Windows 2003 . . . . . . . . . . . . . . 5-82Defining MGC WebCommander Users in the MGC Server Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-83

Configuring the WebCommander as an External Database application for User Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-84

System.cfg Flags Configuration . . . . . . . . . . . . . . . . . . . . . 5-84Configuring the MGC Web Server Manager . . . . . . . . . . . . . . . . . . 5-88

Configuring the Party Headers Order . . . . . . . . . . . . . . . . . . . . 5-96MGC Personal Scheduler Plug-in Configuration . . . . . . . . . . . . . . . 5-98

Personal Scheduler Configuration . . . . . . . . . . . . . . . . . . . . . 5-100Remote Installation of the Personal Scheduler Client . . . . . . . . . . 5-108

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Deploying the Client Application Manually by Individual Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-108Deploying the Client Application Automatically to Individual Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-110

Installing and Configuring the MGC Web Server Client . . . . . . . . 5-114Installation Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-114Configuring the Client’s Database . . . . . . . . . . . . . . . . . . . . . 5-122

Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1Configuring the IIS to Work with the MGC Web Server . . . . . . . . . . 6-1WebCommander Troubleshooting Page . . . . . . . . . . . . . . . . . . . . . . . 6-6Login Error . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7

MGC WebCommander Configuration Tool . . . . . . . . . . . . . . 7-1Starting the WebCommander Configuration Tool . . . . . . . . . . . . . . . 7-2Customizing the WebCommander Web Site . . . . . . . . . . . . . . . . . . . 7-3

The Login Page Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3Main Frame Background, Button Background and Text Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3MGC WebCommander Languages . . . . . . . . . . . . . . . . . . . . 7-5Images and Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6HTML Editing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8Background Image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-9Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-10

The General Settings Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-11Top Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-11Buttons - For Internet Explorer users only . . . . . . . . . . . . . 7-12Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-13Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-13Background Image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-13

The Pop-up Windows Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-14Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-14

The Parties Lists Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-15Title Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-15Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-16

The Main Menu Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-16

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Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-17Left Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-17Buttons - for Internet Explorer users only . . . . . . . . . . . . . 7-17Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-17Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-17Logo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-18Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-18

The Meeting Director Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-18Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-19Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-19Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-19

The Meeting Scheduler Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-20 Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-20Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-20

The Reservations (Calendar) Tab . . . . . . . . . . . . . . . . . . . . . . . 7-21Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-22Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-22Backgrounds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-22Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-22

Appendix A: Secure Mode Environment Settings . . . . . . . .A-1Secure Mode Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-3

IIS Server - SSL/TLS Certificate Verification . . . . . . . . . . . . . . A-3Database Security Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-4

MCU SSL (Secure Socket Layer)/TLS Configuration . . . . . . . . . . . . A-5Secure Mode Implementation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-11

Installation Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-12Modifying the Security Settings in the Web Server Manager . A-13Verifying the Secure Mode Settings . . . . . . . . . . . . . . . . . . . . . A-15

IIS Server Security Setting Verification . . . . . . . . . . . . . . . A-15OperServ Security Settings Verification . . . . . . . . . . . . . . A-17

DCOM Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-19OperSrv Configuration for NT Authentication . . . . . . . . . A-19WAM Configuration for NT Authentication . . . . . . . . . . . A-23

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Allowing Connecting/Starting the Application Server (OperSrv) from Server Manager Clients . . . . . . . . . . . . . . . . . . . . . . .A-24

Manually Updating the MCU Password . . . . . . . . . . . . . . . . . .A-26Permissions Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .A-27

Switching from Secure Mode to Non-Secure Mode . . . . . . . . . . . . .A-29WebCommander Server Client Installation . . . . . . . . . . . . . . . . . . .A-30

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1

Introduction

The MGC Web Server Manager application is the user interface to the MGC Web Server. The MGC Web Server Manager allows the user to communicate via the Web Server with the MCUs. It provides database access via the Web pages and manages the Web site that contains the reservation pages.

MGC Web Server ArchitectureThe MGC Web site is a location on a computer network. It contains reservation information in the form of different web pages that can be accessed by users logging into the site with browser applications such as Microsoft Internet Explorer or Netscape Communicator.

Figure 1-1: MGC Web Server Environment

MCUs

LAN

Internet usersAccess the

MGC WebCommandersite via Internet Browser

Public Database

Internet Server and Database Server (optional)

Hosts the:* MGC Web Server* MGC Web Server Manager application* MGC WebCommander site

MGC ManagerApplication

MGC ManagerApplication

MGC ManagerApplication

Internet

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Chapter 1 - Introduction

The Internet client connects to the Web site located on the Internet server and, via the MGC Web Server, gains access to the reservation pages, the database tables, and the MCU that runs the conference.

The Network ServerThe network server contains the following applications:• Database Server (SQL server or the Access application): enables

access to various database tables, such as MCU list, Users list, and Groups

• Internet Information Services (IIS) Server: runs the Web pages and enables users to access these pages via the Internet and make conference reservations

• MGC Web Server: communicates with the IIS server, the Database Server, and the MCUs. This is the core of all the data exchange performed in the Web site. MGC Web Server Manager users manage the MCUs connected to the Server, add database accesses via the Web pages, and manage the reservation pages

Figure 1-2: MGC Web Server Communications

The SQL server and the IIS server can be installed on separate servers, however it is recommended that all three server-applications be installed on the same network computer.

MGCWeb Server

MGC Web Server

ApplicationManager

Internet Information

SystemDatabase

Server

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MGC Web Server Manager Installation and Configuration Guide

From the MGC WebCommander Server Manager the following tasks are performed: • Connect/disconnect MCUs• Define access rights (Permissions) to the various modules of the MGC

Web Server Manager application• Define Groups to organize the database. Users can only access Groups

to which they are assigned. Reservation and Participant templates are created from within a Group and can be viewed only by users who have access rights to that Group

• Define the MGC Web Server Manager users and assign access rights and permissions

• Define the conference, participant and general system default parameters. Users cannot modify most of these parameters if they do not have the appropriate access rights

These tasks are described in detail in the MGC Web Server Manager User's Guide.

PrerequisitesThis document assumes that the user has the following knowledge:• Familiarity with the Windows NT environment and interface• Basic knowledge of video conferencing concepts

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Chapter 1 - Introduction

Server RequirementsThe MGC Web Server requirements are as follows:• PC with Pentium III, 400MHz (or higher) processor• 256 MB RAM• Microsoft Windows NT Server, Windows Server 2000 (Standard

edition), or Windows Advanced Server 2000, Windows Server 2003 (the last three are mandatory for Japanese and Chinese language support)

• Microsoft IIS version 4.0 with Service Pack 4.0. For Japanese and Chinese language support, Microsoft IIS version 5.0 with Service Pack 1.0 is required

• Free hard disk space:— For MGC Web Server Manager application: 150 MB— For Database records: 30 MB— If SQL server is installed: 200 MB

• Database Software:— With the WebCommander and MGC Personal Scheduler it is

recommended to use Microsoft SQL Server database. Microsoft Access can be used for the MGC Manager application

— When integrating the Polycom PathNavigator database, use the Microsoft SQL Server version 7.0, SQL 2000 or SQL 2005 application. In this case, Windows NT Service Pack 4.0 or later is required

• 15” SVGA monitor, 600 x 800 pixels resolution. Recommended: 17” monitor

The MGC WebCommander client application can also be used with VIsta operating system.The MGC Personal Scheduler plug-in can also be used with Microsoft IE7.

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MGC Web Server Manager Installation and Configuration Guide

Installation and Configuration Flow

The installation and configuration of the MGC Web Server and MGC Web Server Manager application include the following steps:

The installation of the IIS (Internet Information Service) can be skipped if it is already installed in the system. For details, see Chapter 2.

This step can be skipped if the SQL/MSDE Server is already installed in the system, or if you are using the Access database. For details, see Chapter 3.

For details, see Chapter 4.

This step is skipped if you are using a local Access database only and no SQL/MSDE Server is installed in the system. For details, see Chapter 5.

For details, see Chapter 5.

For details, see Chapter 5.

For details, see Chapter 5.

SQL Server Installation

MGC Web ServerInstallation

SQL Server Configuration

Defining the Server Security

Properties

MGC Web Commander Configuration

IIS Installation

Registering the Database in

ODBC

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Chapter 1 - Introduction

Installation Flow at a Glance • Install the IIS server if it is not installed; follow the on-screen

instructions.• Install the SQL server if it is not installed; follow the on-screen

instructions. If you are installing the SQL server in a non-Latin environment, see note in Chapter 3, page 3-3.

• Install the MGC Web Server and the MGC WebCommander Server Manager application; follow the on-screen instructions.— In the Setup Type window, select Client to install the MGC Web

Server Manager application on a computer other than the computer running the MGC Web Server. To install the MGC Web Server and the MGC Web Server Manager application on the same computer, select the appropriate Server.

— In the Site Alias Name window, enter the Alias name, which automatically redirects participants to the most updated Web site in the event that the address changes.

• Configure the database provided with the MGC Web Server Manager, and define the MGC Web Manager security and user account. — Register the SQL database supplied with the MGC Web Server

Manager with the SQL Server, if one is installed. For a detailed description, see Chapter 5, “SQL Server Configuration (For SQL/MSDE Server Installations Only)” on page 5-2.

— Register the SQL database supplied with the MGC Web Server Manager application in the ODBC Data Source (from the Control Panel). For more details, see Chapter 5, “Registering the SQL Database in the ODBC Data Sources” on page 5-16.

— Register the Access database supplied with the MGC Web Server Manager application in the ODBC Data Source (from the Control Panel). For more details, see Chapter 5, “Registering the Access Database in the ODBC Data Sources” on page 5-22.

— (Optional) Register the PathNavigator SQL database in the ODBC Data Source. For more details, see Chapter 5, “Integrating Polycom PathNavigator” on page 5-63.

— (Optional) Register the Polycom Datastore database in the ODBC Data Source and configure it to work with the Web Server

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MGC Web Server Manager Installation and Configuration Guide

Manager. For more details, see Chapter 5, “Configuring the Polycom Datastore Database” on page 5-76.

— Define the security properties of the MGC Web Server (ConfSiteV9_0 and ConfPollerSiteV9_0 in the IIS. For more details, see Chapter 5, “Defining the MGC Web Server Security Properties” on page 5-27.

— Select the User Account in the Services (from the Control Panel) for accessing the MGC Web Server. For more details, see Chapter 5, “Selecting the User Account for Accessing the MGC Web

Server” on page 5-49.— In the MGC Web Server Manager application, on the Options

menu, click Web Configuration.— In the Web Configuration dialog box, in the Accessible Database

from Web list, select the database to be accessed from the Web by the MGC WebCommander users. For more information, see Chapter 5, “Configuring the Internet Information Service (IIS) for Windows Authentication” on page 5-79.

— In the Language Database Selection for Web list, select the database from which the text strings to be displayed in the dialog boxes and Web pages will be taken.

To enable the Meet Me Per Conference and Meeting Rooms options in your site, the Virtual Conference Suite must be installed on the MCU’s hardware.To use the e-mail notification option, the SMTP module must be installed in the Windows NT/2000 Server.

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Chapter 1 - Introduction

About MGC WebCommander Server Manager Installation Guide

The MGC Web Server Manager Installation Guide includes the following topics:• Chapter 1 - Overview

Provides a general description of MGC WebCommander Server, its configuration and its main features. In addition, this chapter includes a concise description of the installation and configuration procedure with references to the appropriate sections in this guide.

• Chapter 2 - Internet Information Service (IIS) InstallationIncludes step-by-step instructions for installing the Internet Information Service. This chapter may be skipped if the IIS is already installed on your server.

• Chapter 3 - SQL Server InstallationIncludes step-by-step instructions for installing the SQL server if you wish to use this database application for the MGC WebCommander. This chapter may be skipped if the SQL Server is already installed on your server.

• Chapter 4 - MGC Web Server Manager InstallationIncludes step-by-step instructions for installing the MGC WebCommander Server/Client and the MGC WebCommander Server Manager application.

• Chapter 5 - Configuration Includes step-by-step instructions for configuring the SQL Server, registering the database in the ODBC, configuring the MGC Web Server Manager and installing the MGC Web Server Manager client application.

• Chapter 6 - TroubleshootingDescribes the various operations and procedures that can be performed when you have problems connecting to the MGC Web Server.

• Chapter 7 - MGC Web Configuration ToolDescribes the various windows of the MGC Web Configuration Tool. This tool enables you to select the languages in which the Web pages may be displayed, the color scheme and logos of the different pages.

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Conventions• The term "Double-click" is used when you need to click twice on an

entry to modify it.• The term "Select" or "Click" is used to highlight a part of the window,

dialog box or menu, to be changed with your next action. • The term "Right-click" is used when you press the right mouse button

on an entry to open a pop-up menu.• The term "Click OK" means that you can either click the OK button

with the mouse, or press the <Enter> key on the keyboard.• Keyboard keys appear between the two symbols: < >. For example, the

Shift key appears as <Shift>.• The plus sign (+) between two key names indicates that you must press

and hold down one key while pressing down the second key. For example, "press <Alt>+<P>” means that you press and hold down the Alt key while you press the P key.

• Bold type appearing in the text, or in a procedure indicates the word or the character that you should type into a text box from the keyboard. It is also used to indicate the name of the menu, button or function that you should select.

• Italic type appearing in the text or in a procedure indicates the name of menu, dialog box or field from which an option should be selected or into which parameters should be entered.

• Tips and notes appear in a different typeface. For example:

This is an example of notes that you may encounter throughout this Guide.

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Chapter 1 - Introduction

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2

Internet Information Service (IIS) Installation

This chapter describes the installation of the IIS. This chapter can be skipped if you have Windows 2000 & 2003 Server installed or if the IIS Server is already installed on your server.

IIS Installation

SQL Server Installation

MGC Web ServerInstallation

SQL Server Configuration

Defining the Server Security

Properties

MGC Web Commander Configuration

Registering the Database in

ODBC

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Chapter 2 - Internet Information Service (IIS) Installation

Installing the IIS Application (Windows NT Workstation/Professional Only)

To install the Internet Information Services Application: 1. Insert the Windows NT Option Pack CD into the CD drive.

2. Using the Windows NT browser or any other file management application, display the list of files stored on the CD.

3. Double-click the Setup icon.The Setup Wizard opens.

4. Click the Install hyperlink in the left frame.

5. Click the Install Windows NT 4.0 Option Pack hyperlink.The File Download window opens.

6. Click the Run this program from its current location option and then click OK.A window indicating the installation destination path opens.

7. Click OK to continue.The Windows NT 4.0 Option Pack Welcome window opens.

8. Click Next.The End User License Agreement window opens.

9. Click Accept.The Installation Type window opens.

10. Click the Typical button to select the installation type.

11. Select the target directory for the IIS installation and click OK.The system installs the IIS application in the selected directory.

12. When the installation is complete, restart Windows NT.

The user must be logged in with administrator rights on the server to install the IIS.

For a more detailed explanation on installing the IIS server, refer to Microsoft documentation.

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Installing the Internet Service Manager Application (Windows NT Workstation Only)

If you are using Windows NT Workstation and not Windows NT Server or Windows NT Professional, the Internet Service Manager must be installed.

To install the Internet Service Manager Application:1. Restart Windows NT and insert the Windows NT Option Pack CD into

the CD drive.

2. Using the Windows NT browser or any other file management application, display the list of files stored on the CD.

3. Double-click the Setup icon.The Setup Wizard opens.

4. Click the Add/Remove button.

5. Select Personal Web Server from the list, and click the Show sub components button.

6. Click on the Internet Service Manager option from the list, and click OK.

7. The Internet Service Manager application is installed.

This procedure should be performed only for MGC Web Server Client installations. For more details, see Chapter 4, “Installing the MGC Web Server and MGC Web Server Manager Application” on page 4-7.

For a more detailed explanation on installing the Internet Service Manager, refer to Microsoft documentation.

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Chapter 2 - Internet Information Service (IIS) Installation

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3

SQL Server Installation

This chapter describes the installation of the SQL server. This chapter can be skipped if you are using only the Polycom Datastore or Access database provided with the MGC WebCommander application.

SQL Server Installation

MGC Web ServerInstallation

SQL Server Configuration

Defining the Server Security

Properties

MGC Web Commander Configuration

IIS Installation

Registering the Database in

ODBC

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Chapter 3 - SQL Server Installation

Installing Windows NT Service Pack 4.0The Windows NT Service Pack 4.0 should be installed prior to installing the SQL Server to ensure the SQL Server operates smoothly.

To install the Windows NT Service Pack:1. Insert the Windows NT Service Pack 4.0 CD into the CD drive.

2. Using the Windows NT browser or any other file management application, display the list of files stored on the CD.

3. Double-click the Setup icon.The Setup Wizard opens.

4. Click the Install Service Pack 4.0 option in the Section Contents list.The File Download window opens.

5. Click the Run this program from its current location option, and then click OK.A window indicating the installation destination path opens.

6. Click OK to continue.The Windows NT 4.0 Service Pack Welcome window appears.

7. Click Next.The End User License Agreement window opens.

8. Click Accept.

9. Click the Install button.

10. At the end of the installation, restart Windows NT

For a detailed explanation on installing Windows NT Service Pack 4.0 refer to Microsoft documentation.

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Installing the SQL Server

To install the SQL Server:1. Insert the SQL Server CD into the CD drive.

The Setup Wizard window opens.

2. Double-click the Setup icon.The Setup Wizard opens.

3. Click the Install SQL Server 7.5 and components option.

4. Select the Desktop Edition option.The File Download window opens.

5. Click the Local Install to local disk option, and then click Next.

6. Click Next again to continue.The Installation Type window opens.

7. Click Typical, and then click Next.The Service Accounts window opens.

8. Select the Use the same account for each service and the Auto Start SQL Server Service options.The Service Settings dialog box opens.

9. Click the Use a domain user account option, and then click Next.

10. Click Next to start the installation. The Setup Complete window opens when the installation is complete.

11. Click Finish to exit the SQL Server application.

The user must be logged in with administrator rights on the server to install the SQL.

Installing SQL in workstations having Windows NT with non-Latin Language support (Chinese, Hebrew, etc.) may cause, in some cases, an error message when configuring the database (as described in Chapter 5). In such an installation, the Custom installation may be used. For more details, see “Installing the SQL Server in Windows NT with non-Latin language support” at the end of this procedure.

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Chapter 3 - SQL Server Installation

Installing the SQL Server in Windows NT with non-Latin language support:1. Perform steps 1 to 6 in the previous procedure.

2. In the Setup Type window, select the Custom option button.

3. Click Next.

The Select Components window opens.4. Click Next to install the default components.

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The Character Set window opens.

5. Select the following parameters:

— Character Set – 1252/ISO Character Set — Set Order – Dictionary order, case-insensitive— Unicode Collation – General Unicode— Check the following check boxes: Case-insensitive, Width-

insensitive and Kana-insensitive6. Click Next.

The Network Libraries window opens.

7. Click Next to accept the system defaults.

8. Perform steps 8 to 11 of the previous procedure.

For a detailed explanation on installing Windows NT Service Pack 4.0 refer to Microsoft documentation.

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Chapter 3 - SQL Server Installation

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MGC Web Server Manager Installation

This chapter describes the installation of the MGC Web Server. The MGC Web Server communicates with the IIS sever, the database server and the MCUs.

On a clean installation of Windows NT or 2000 Server, the WebCommander is automatically installed under Default Web Site and is assigned active port 80 of the IIS. As the Default Web site is well known, it may be vulnerable to viruses. Therefore it is recommended to create a virtual directory (under a different name) to which the port 80 Web site on the IIS will be assigned, so that when installing WebCommander, the application is automatically installed under this new Web site, and not the Default Web site. Do not perform this step if there are virtual sites already in use that are residing in the Default Web site in your system, as all sites located in the Default Web site stop working after creating a new port 80 Web site. If there is already an active port 80 Web site that is not the Default Web site configured on the IIS, there is no need to create a new Web site, as the IIS is already protected. The security of the site may also be increased by installing the Cumulative Patch for Internet Information Services that can be found in: http://www.microsoft.com/technet/treeview/default.asp?url=/technet/security/bulletin/ms02-018.asp

SQL Server Installation

MGC Web Server Installation

SQL Server Configuration

Defining the Server Security

Properties

MGC Web Commander Configuration

IIS Installation

Registering the Database in

ODBC

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Chapter 4 - MGC Web Server Manager Installation

Prior to Installation and Software UpgradeIf you are upgrading from a previous version, it is recommended to backup the SQL/MSDE or Access database.

Backing Up the SQL/MSDE DatabaseTo backup the SQL/MSDE database:1. On the Start-Programs menu, click Microsoft SQL Server and then

Enterprise Manager.

The SQL Server Enterprise Manager window opens.2. Click the [+] icon next to Microsoft SQL Server to expand the list.

3. Click the [+] icon next to SQL Server Group to expand the list.

4. Click the [+] icon next to <PC Name> to expand the list.

The WebCommander and MGC Personal Scheduler supports NT authentication when using an ODBC connection. SQL authentication is available starting with version 7.5.

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5. Right-click the Databases folder icon. On the pop-up menu click All Tasks, and then select Backup Database.

The SQL Server Backup – General dialog box opens.

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Chapter 4 - MGC Web Server Manager Installation

6. On the General tab, select a database from the list and enter a name for the backup file, select a backup destination folder and click OK.

When the backup process is completed, the SQL Server Enterprise Manager message is displayed, indicating the backup operation was completed successfully.

7. Click OK.The new backup file is located in the destination folder selected in step 6.

Backing up the Access DatabaseTo backup the Access database:1. Open the folder where the database resides.

2. Select the database file by clicking it.

3. From the Edit menu, select Copy, and then select Paste.

4. The backup database file called Copy of <database_name>, appears in the same folder as the original database. This file can be moved to any folder.

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MGC Web Server Manager Installation and Configuration Guide

Product ValidationWebCommander Version 8.0, requires product validation to operate. To validate your product it must be registered in the Polycom Resource Center Web site (http://extranet.polycom.com/csnprod/signon.html) prior to software installation or during the software installation and the key code that is retrieved is used during the software installation.Your MGC WebCommander software product is shipped with the appropriate license number (found on the software CD) and the licensed number of users. When the number of users permitted on his license is exceeded, you can upgrade the license to increase the number of WebCommander users. If you are downloading the new software version from Polycom FTP and the appropriate license number was not provided, contact your next level of support for the appropriate license number.

Retrieving the Key Code from a Polycom Web Site:Access the Polycom web site http://extranet.polycom.com/csnprod/signon.html.

1. In the Polycom's Resource Center page, login using your User ID and Password.

2. Click Product Activation.

The Activate Your Product web page opens.3. Select one of the following of options according to your installation

type:

a. If you are upgrading from a previous version that is already registered with Polycom’s Resource Center, in the Software Upgrade Key Code box, click Retrieve Software Key Code to generate the appropriate key code.

b. If you are registering a new product, in the Single License Number box, enter the License and Serial Number and then click Generate to retrieve the key code.

c. If you are registering a new product with multiple licenses, create a text file with all the license numbers. In the Multiple License

User ID and Password are required to access this site. If you are new to Polycom's Resource Center, you must first get a New User Account.

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Chapter 4 - MGC Web Server Manager Installation

Numbers box, click Attach File to add the text file with all your product Licenses and Serial Numbers and automatically send it to Polycom’s Resource Center. An e-mail listing all the required key codes is sent to your registered e-mail address.

The retrieved Key Code together with the product’s License number are used during the product installation or upgrade.

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MGC Web Server Manager Installation and Configuration Guide

Installing the MGC Web Server and MGC Web Server Manager Application

Product validation procedure must be performed prior to the software upgrade. During the WebCommander installation setup, the Enter License Information window provides a link in order to access the website. For existing WebCommander users that want to upgrade to the latest version, the Polycom sales order number of your invoice is assigned as the WebCommander serial number. A Polycom sales order number is generated when a product is ordered, by a Polycom reseller or customer, from Polycom. Please keep the assigned WebCommander serial number on file, as it is needed to be referenced for downloading WebCommander software upgrades from the Polycom Resource Center web site (http://extranet.polycom.com), or when placing service support calls. The MGC WebCommander software package is based on the type license purchased.The following product types are available:• Professional Server – Installs the MGC Web Server, the MGC Web

Server Manager, the WebCommander Configuration tool and the MGC Personal Scheduler/Client applications to enable full functionality from the Web, and conference scheduling from Microsoft Outlook. This installation allows users to schedule and start reservations, monitor, and control On Going conferences from the Web.

• Meeting Director Server - Installs the MGC Web Server and MGC Web Server Manager applications that enables the monitoring of conferences via the Web.

• Meeting Scheduler - Installs the MGC Web Server, the MGC Web Server Manager and the MGC Personal Scheduler applications that enable the scheduling of conferences via the Web. This module enables users to schedule and organize conferences using the Meeting Scheduler, Personal Scheduler or just the Client application.

The Installation Wizard guides you through the installation process for the MGC Web Server.

When a Firewall is present on your network it is recommended that you use Port 80 for your WebCommander configuration.

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If installing from FTP:1. Download the software from the FTP site and unzip the files.

2. Open Windows Explorer and browse to the directory that contains the MGC WebCommander diskettes.

3. Expand the Disk 1 folder and double-click the Setup.exe file.

The Installation Wizard Welcome screen opens.

If installing from a CD:1. Insert the CD into the CD drive.

2. From the Start menu, select Run.

3. In the Run dialog box, enter D:Setup, where D is the CD drive name, and then click OK.

The Installation Wizard Welcome screen opens.

Installation Wizard

To Upgrade version 9.0 using an existing product License

A customer may be required to upgrade the WebCommander when installing a different package from the one currently installed. When a change in the product type is required, the customer is required to enter the new license Serial Number and Key Code.1. In the Upgrade wizard’ s Software License Agreement window, click

Yes to accept and continue.The Question dialog box appears.

The installer must have administrator rights or domain administration rights to install software. It is also important that the password used to access the domain is permanent and does not expire after 90 days.

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2. Click No to use the current license number.The Question dialog box appears.

a. Click Yes to use the existing product license and complete the installation. For more information, continue on page 11, with step 5.

b. When you click No, you exit the installation.

New WebCommander Installations and Version Upgrades:1. From the “Polycom Resource Center’s Web site” retrieve the KeyCode

information by entering the product’s license and serial number in the Activate Your Product - Single License Number/Multiple License Numbers dialog box, for more information see “Retrieving the Key Code from a Polycom Web Site:” on page 5. The WebCommander installation disk lists the product’s license. You will be required to provide this information when running the Installation Wizard.

2. In the Software License Agreement window, click Yes to accept and continue.The Enter License Information window opens.

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Chapter 4 - MGC Web Server Manager Installation

— Click Polycom Resource Center to register your product on the Polycom Web site and retrieve your product’s Key Code. See “Retrieving the Key Code from a Polycom Web Site:” on page 5.

— In the License field enter the serial number located on the Product CD

— In the Key Code field enter the key code retrieved from the Polycom web site

3. When incorrect information is entered, a Warning dialog box appears.

— Click OK, and re-type the sequence of codes.— If this dialog box re-appears, please contact customer support.

4. Click OK and continue the installation setup.If this dialog box re-appears, please contact customer support.

In certain instances the following dialog box appears.

Click Yes, to upgrade your MDAC version and continue the installation. Windows automatically reboots after the MDAC installation, and the WebCommander installation setup restarts automatically.

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MGC Web Server Manager Installation and Configuration Guide

5. Click OK and continue the installation setup.The Software License Agreement window appears.

6. Click Yes, to accept and continue.The Welcome window opens.

7. Click Next.The User Information window opens.

8. Enter the user Name and Company details and click Next.

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Chapter 4 - MGC Web Server Manager Installation

The Setup Type window opens, listing the products according to the purchased package.

9. Select the appropriate product type as follows:

• Client – Installs the MGC Web Server Manager application on a computer other than the server for remote access to the MGC Web Server.

• MGC Personal Scheduler – Installs the MGC Web Server and MGC Web Server Manager applications that enable users to define, modify, and start reservations via the Web or Microsoft Outlook.

• Meeting Director Server - Installs the MGC Web Server and MGC Web Server Manager applications that controls and manages On Going conferences via the Web. This module enables users to monitor the ongoing conference status, and perform various operations.

• Professional Server – Installs the MGC Personal Scheduler and the Meeting Director Server components to enable full functionality from the Web, and conference scheduling from Microsoft Outlook. This installation allows users to schedule and start reservations, monitor, and control On Going conferences from the Web.

10. Click Next.

The Choose Destination Location window opens.11. Select the target path for the installation (it is recommended to accept

the suggested path and directory name) and click Next.

The Select Programs Folder window opens.12. Click Next to accept the suggested group folder and name.

The system starts downloading the software files. When the download is complete, a Security Configuration dialog box appears.

In Secure Mode all communications between the WebCommander components (WebCommander sites, WebCommander client, Server Manager application, OperServ, WAM and MCUs) are encrypted and authenticated.

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MGC Web Server Manager Installation and Configuration Guide

13. In the Security Configuration window, select whether to implement the WebCommander’s Secure Mode and click Next.

If you have selected the Secure Mode option, the Information dialog box opens indicating that the database must be configured to Secure Mode (if you have not done so prior to the WebCommander installation). For more details about Secure Mode Environment Settings, see Appendix A.

14. Click Yes to continue the installation process.

15. In the Link to PathNavigator prompt box, select whether to create a direct link to the PathNavigator gatekeeper and use its database.

• The Central Server Service is disabled in Secure Mode. Leave this check box cleared if you want to use the Central Server Service features such as MCU redundancy, Backup and Auto Cascading.

• If you are upgrading from a non-secured installation, leave this check box cleared to install the new version in non-Secure Mode. Once the installation is complete, change the WebCommander security settings using the Server Manager application.

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Chapter 4 - MGC Web Server Manager Installation

Select:— Yes to automatically configure the link to the PathNavigator

Gatekeeper. Proceed with step 16.— No, if no PathNavigator gatekeeper is installed in your

environment, or to manually define the link to the PathNavigator. Proceed with step 17 on page 17.

16. If you have selected Yes, the Select Components window opens.

The following options are available:— Specify is the default setting. It enables you to manually define the

link to the PathNavigator gatekeeper.— Automatically lets the WebCommander search for a

PathNavigator database on all the SQL servers installed in the local domain and automatically create the link between them.

a. To manually select the PathNavigator gatekeeper server, click Next.

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The Enter Information window opens.

• Enter the name of the PathNavigator gatekeeper server, and click Next.

• A confirmation dialog box (Server found) opens. Click OK.b. Select Automatically to let the system to detect automatically

select the PathNavigator gatekeeper, and click Next.

A confirmation dialog box opens.

• Click Yes to enable the system to automatically search for the PathNavigator Gatekeeper, or click Cancel, to Specify the PathNavigator gatekeeper.If you have selected Yes, the Select a PathNavigator Database dialog box opens, listing the SQL Servers found in the local domain.

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• Select the required PathNavigator Server, and then click Next.

c. If you have selected Cancel, the Select Components window reopens.

When you enter an incorrect name, a Warning dialog box appears.

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17. The Site alias name window opens.

The site Alias name automatically redirects participants to the correct Web site in the event that the address changes (for instance, when upgrading to a higher version). For example, the alias entered to go to the Web site can be abcABC, where abcABC is the IP address of the WebCommander server.

18. Enter the site Alias name and then click Next.

The Setup Complete window opens.

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Chapter 4 - MGC Web Server Manager Installation

19. At the end of the installation, click Finish to complete the installation procedure and exit the Setup Wizard.

Sometimes the error message “Cannot Create Application” appears at the end of the installation. This error message may appear when there are two Web sites installed in the system. In this case, you need to manually create and configure the ConfSiteV9_0 and ConfPollerSiteV9_0 in the IIS application.

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5

Configuration

This chapter describes the steps required to configure the various components of the MGC Web Server, MGC WebCommander and MGC Personal Scheduler applications. This chapter also describes the Client installation and configuration, and the integration with Polycom PathNavigator.The following steps are described in this chapter:• SQL Server Configuration• Registering the database in the ODBC Data Sources• Integrating Polycom PathNavigator• Configuring the Polycom Datastore Database• Defining the Server Security properties• Configuring the Internet Information Service for Windows

Authentication • MGC WebCommander configuration• MGC Personal Scheduler plug-in configuration• Remote installation of the MGC Personal Scheduler Client• Installation and Configuration of the MGC Web Server Client

SQL Server Installation

MGC Web Server Installation

SQL Server Configuration

Defining the Server Security

Properties

MGC Web Commander Configuration

IIS Installation

Registering the Database in

ODBC

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Chapter 5 - Configuration

SQL Server Configuration (For SQL/MSDE Server Installations Only)

This step is required only if you have an SQL/MSDE Server installed in your configuration. In this step, the SQL/MSDE database supplied with the MGC Web Server Manager application is registered, restored and configured in the SQL Server application.When using the SQL/MSDE Server, the SQL Server must be configured to work with the SQL database supplied with the MGC Web Server. The database in the ODBC must then be configured. This step is required for both SQL/MSDE and Access databases. The following table describes the system behavior when the SQL/MSDE or the Access database is installed on a remote computer (on a computer other than the server), or on the local server (same computer as the MGC Web Server), using System Account or User Account. Whether the database is remote or local is defined during the configuration of the database, according to the desired behavior and the account type.

√ - Access to the databaseX- No access to the database

Local Access

Remote Access

Local SQL/MSDE

Remote SQL/

MSDE

System Account Before Login √ X √ X

System Account After Login √ X √ X

User Account Before Login √ X √ √

User Account After Login √ √ √ √

SQL Server Installation

MGC Web Server Installation

SQL Server Configuration

Defining the Server Security

Properties

MGC Web Commander Configuration

IIS Installation

Registering the Database in

ODBC

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Existing WebCommander Users Upgrading to the SQL/MSDE Database

If you are using WebCommander with a default database and want to migrate to SQL or MSDE database you are required to install SQL or MSDE database package including the SQL database management tool, the SQL Server Enterprise Manager application. First install the database package and then install the management tools package.After installation of both components you are required to register the SQL database in the Enterprise Manager application. For more information see “Registering the SQL/MSDE Database in the SQL Enterprise Manager” on page 5-3. When complete, create an Login account in the Enterprise Manager application. For more information see “Adding an SQL/MSDE Database Login Account in the SQL Enterprise Manager:” on page 5-7.

Registering the SQL/MSDE Database in the SQL Enterprise Manager

Registration with the SQL sever allows you to define the authentication link that will be used to connect the database and the server.1. Access the SQL Enterprise Manager.

2. Right-click the SQL Services Group and select New SQL Server Registration.

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The Register SQL Server Wizard dialog box opens.

3. Click Next.

4. The wizard automatically populates a list of servers available on the network, select the server that has to connect to the Database.

5. Select the Add button and then click Next.

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6. Select the Authentication mode used to connect to the SQL Server and then click Next. Select:

— Windows Authentication— SQL Server Authentication

7. If you selected SQL Server Authentication you can login automatically by providing the Login name and Password.

.

• If working with an SQL database with no connection to the PathNavigator database the following login entries are required:• Login name: GKUser• Password: Gatekeeper

• When PathNavigator is installed, the GKUser is already defined in the database, and you do not need to add a Login account.

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You may be prompted for the Login name and Password when the connection to the SQL Server is established

8. Click Next.

9. You can add the SQL Server to an existing SQL Server Group or select to create a new one, and click Next.

10. The setup is complete and the wizard lists the name of the server that is connecting to the SQL Server. Complete the wizard installation by clicking Finish.

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Adding an SQL/MSDE Database Login Account in the SQL Enterprise Manager:Setting up an Login account with the SQL sever allows you to define the authentication link that will be used to connect the database and the enterprise manager.1. Select the SQL Server registered in the SQL Enterprise Manager and

expand the tree.

2. Expand the Security list, right-click Logins and select New Login.

The SQL Server Login Properties - New Login dialog box opens3. In the Name box enter the Windows Login name of the Server.

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4. In the Authentication pane select the mode that is used to connect to the server:

— Windows Authentication - Select from the Domain list, the domain that is required to access the network and click Grant access.

— SQL Server Authentication - Enter the password used to access the SQL server.

5. Choose the Database Access tab and select the database to access during login.

6. Select in the Permit in Database Role the type of user (public) that can access the database and the database owner (db owner).

7. Click OK.The user is added to the Logins list.

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Restoring the SQL ServerThe server security properties must then be defined and the User or System account must be selected according to the desired behavior and the account to be used.

To configure the SQL Server:1. On the Start-Programs menu, click Microsoft SQL Server, and then

Enterprise Manager.

The SQL Server Enterprise Manager window opens.

2. Click the plus [+] icon next to the Microsoft SQL Servers to expand the list.

3. Click the plus [+] icon next to the SQL Server Group to expand the list.

4. Right-click the Databases folder icon and then click All Tasks – Restore Database on the pop-up menu.

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The Restore database – General dialog box opens.

5. In the Restore as database box, enter a name to identify the database and select the From device option.

6. Click the Select Devices button.The Choose Restore Devices dialog box opens.

7. Click the Add button.

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The Choose Restore Destination dialog box opens.

8. In the File Name box, enter the name and path of the SQL database file (AccordSQLDB) to be restored in the SQL Server Manager. This file is installed with the MGC Web Server Manager application, and is stored in the Accord MGC Web Server Manager\Database directory (the path of the default installation is c:\Program Files\Accord MGC Web ManagerV8.0\Database\AccordSQLDB).

9. Click the browse button (...) to select this file from the file browser.

10. Click OK to confirm.The system returns to the Choose Restore Devices dialog box, displaying the path and name of the database file to be restored.

11. Click OK to confirm.

One SQL database may be used by both the MGC WebCommander applications and the MGC Manager application provided the same database is selected for both applications. If the MGC Manager is installed first, select the database configured in the MGC Manager ODBC. If the WebCommander Server Manager application is installed first, select the database configured here as the database for the MGC Manager application. In both cases, the database can be installed on a network server other than the one used for the Web Server.

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The system returns to the Restore database – General dialog box.12. Click the Options tab to verify that the appropriate path of the SQL

Server is selected. If it is incorrect, type the correct path (usually you will have to modify the drive, i.e., from D to C).

13. Click OK to confirm.The system exits the Restore Database dialog box and launches the restore operation.

At the end of the restore operation, the restored database appears in the list of databases.In some installations the following error message may be displayed when clicking OK:

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To overcome this problem perform the following steps:1. Stop the SQL Server:

In the System Tray, right click the SQL Server icon, and then click MSSQLSever – Stop.

2. Using Windows Explorer, access the SQL directory on your system and copy the Data directory either to the same location (a Copy of Data directory is created), or to a different location.

3. Using Windows Explorer, access the SQL directory and the BINN directory, and double-click the Rebuildm.exe utility.

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The Rebuild Master dialog box opens.

4. Click the Browse button to select the master database to be used to change the sort order.The Browse for Folder dialog box opens.

5. Select the Copy of Data folder according to its path (as resulting from step 2 of this procedure).

6. Click OK. The name of the folder appears in the Source Directory containing Data Files box.

7. Click Settings to select the appropriate sort order.

The Character Set/ Sort Order/Unicode Collation dialog box opens.

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8. Define the following parameters:

— Character Set – 1252/ISO Character Set — Sort Order – Dictionary order, case-insensitive— Unicode Collation – General Unicode

9. Select the following check boxes: Case-insensitive, Width-insensitive and Kana-insensitive

10. Click Next. The Rebuild Master dialog box opens.

11. Click Rebuild.At the end of the processing, the Rebuild Master dialog box closes.

12. Reconnect the SQL Server:In the System Tray, right click the SQL Server icon, and then click SMMQLSEVER – Start on the pop-up menu.

13. Perform steps 1 to 11 in the SQL Server Configuration procedure. Make sure that the appropriate path is selected in the Restore Database – Options dialog box.

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Registering the SQL Database in the ODBC Data Sources

The SQL database provided with the MGC Web Server must be registered in the ODBC Data Source to enable its use by both the SQL and MGC WebCommander applications.The Database can be registered either from the MGC Web Server Manager application, or from the Control Panel.

To register the SQL Database:1. Access the ODBC Data Sources dialog box in one of the following

methods:

a. Click Start > Settings> Control Panel>Administrative Tools> The Administrative Tools window opens.

• Double-click the ODBC Data Sources icon.The ODBC Data Sources dialog box opens.

b. In the MGC Web Server Manager application, click the Options menu, and then click Add/Remove connection to ODBC.

The ODBC Data Sources dialog box opens.

If you are upgrading from a previous MGC Web Server Manager version without changing the database path, this procedure can be skipped.

SQL Server Installation

MGC Web Server Installation

SQL Server Configuration

Defining the Server Security

Properties

MGC Web Commander Configuration

IIS Installation

Registering the Database in

ODBC

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2. Click the System DSN tab to display the System DSN window.

3. Click the Add button.

The Create New Data Source dialog box opens.

4. In the database type list, select SQL Server.

5. Click Finish.

The Create a New Data Source to SQL Server Wizard dialog box opens.

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6. In the Name box, enter a name to identify the database file in the MGC Web Server Manager application.

7. From the SQL Server list, select Local if the SQL Server is installed on the same computer as the MGC Web Server. Otherwise select the appropriate server name from the list. The list shows the names of all the SQL servers currently installed in the network.

8. Click Next.The fields in the Create a New Data Source to SQL Server window change.

One SQL database can be used by both the MGC WebCommander applications and the MGC Manager application provided the same database is selected for both applications. If the MGC Manager is installed first, select the database configured in the MGC Manager ODBC. If the WebCommander Server Manager application is installed first, select the database configured here as the database for the MGC Manager application. In both cases, the database may be installed on a network server other than the one used for the Web Server. In both cases, the database must be installed on a disk defined as Shared or on one of the network disk that can be accessed by all MGC Manager and MGC WebCommander users.

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9. Select the With Windows NT authentication using the network login ID option.

10. Select the Connect to SQL Server to obtain default settings for the additional configuration options check box.

11. Click Next.The fields in the Create a New Data Source to SQL Server window change.

12. Select the Change the default database to check box, and then select the database that was restored in the SQL Server.

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13. Click Next.The fields in the Create a New Data Source to SQL Server window change.

14. To change the User Interface language used in the database, select the Change the Language of SQL Server System Message to check box and select the desired language from the drop-down list.

15. Click Finish.

The ODBC Microsoft SQL Server Setup window opens, displaying the ODBC data source configuration.

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16. Click Test Data Source to make sure that the appropriate database was selected. The SQL Server ODBC Data Source Test window opens, with the message “TESTS COMPLETED SUCCESSFULLY”.

17. Click OK to confirm.The selected database is added to System DSN list.

18. Click OK to exit the ODBC.

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Registering the Access Database in the ODBC Data Sources

This procedure is required only when additional databases (on the local disk or from the network) are to be used with the WebCommander. Otherwise, the registration of the Access database provided with MGC Web Server Manager application is automatically performed during installation. If you are upgrading from a previous Web Server Manager version without changing the database path you can skip this procedure. The following table describes the system behavior when an Access database is installed on a remote computer (on a computer other than the server) or a local server (same computer as the server), using System Account or User Account.

√ - Access to the databaseX - No access to the databaseThe Database can be registered either from the MGC Web Server Manager application or from the Control Panel.

Local Access Remote Access

User Account Before Login √ X

User Account After Login √ √

SQL Server Installation

MGC Web Server Installation

SQL Server Configuration

Defining the Server Security

Properties

MGC Web Commander Configuration

IIS Installation

Registering the Database in

ODBC

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To register the Access Database:1. On the Start - Settings menu, click Control Panel.

The Control Panel window opens.

2. Double-click the Administrative Tools icon.

The Administrative Tools window opens.3. Double-click the ODBC Data Sources icon.

The ODBC Data Sources dialog box opens.Alternatively, in the MGC Web Server Manager application, click the Options menu, and then click Add/Remove connection to ODBC.The ODBC Data Sources dialog box opens.

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4. Click the System DSN tab.

5. Click the Add button.The Create New Data Source dialog box opens.

6. In the database type list, select Microsoft Data Access.

7. Click Finish.The ODBC Microsoft Access Setup dialog box opens.

8. In the Data Source Name box, enter a name that to identify the database file in the MGC Web Server Manager.

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9. Click Select.

The Select Database dialog box opens.10. Select the database file supplied with the MGC Web Server Manager

(AccordAccess.mdb) located in the MGC Web Server\DataBase folder.

11. Click OK.

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The system returns to the ODBC Microsoft Access Setup dialog box, displaying the name and path of the selected database file.

12. Click OK.The System DSN dialog box opens.

13. Click OK to confirm and exit the ODBC settings.

One Access database can be used by both the MGC WebCommander application and the MGC Manager application provided the same database is selected for both applications. If the MGC Manager is installed first, select the database configured in the MGC Manager ODBC. If the WebCommander Server Manager application is installed first, select the database configured here as the database for the MGC Manager application. In both cases, the database may be installed on a network server other than the one used for the Web Server.In both cases, the database must be installed on a disk defined as Shared or on one of the network disk that can be accessed by all MGC Manager and MGC WebCommander users.

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Defining the MGC Web Server Security Properties

The security properties of the MGC Web Server must be defined to allow access to the Server. The security properties are defined differently for the Windows NT Server, Windows 2000 Server and Windows 2003 Server.

Windows NT ServerTo define the security properties in Windows NT Server:1. On the Start - Programs menu, click Windows NT Option Pack 4.0,

Microsoft Personal Web Server, and then Internet Service Manager.

The Internet Information Services window opens.2. Click the [+] icon next to Internet Information Server to expand the

list.

3. Click the [+] icon next to the Server name to expand the list.

If you want to use the Windows Authentication Method for logging into the WebCommander, the Web Server Properties definition changes. For more details see the Web Server Manager Installation and Configuration Guide, Configuring the Internet Information Service (IIS) for Windows Authentication.

The Internet Information Services (IIS) must be located within the Domain. The installer must have administrator rights or domain administration rights to install software. It is also important that the password used to access the domain is permanent and does not have an expiration date.

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4. Click on the [+] icon next to the Default Web Site to expand the list.

The MGC WebCommander application works with two Web sites: ConfSiteV9_0 and ConfPollerSiteV9_0.— The ConfSiteV9_0 contains the Web pages that enable the user to

schedule reservations and manage the site.— The ConfPollerSiteV9_0 enables the monitoring of On Going

conferences.These sites function differently and require different buffering settings. Therefore, each of these sites must be configured separately.

5. Right-click the ConfSiteV9_0 icon, and then click Properties.

The ConfSiteV9_0 Properties-Virtual Directory dialog box opens.

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6. Click the Virtual Directory tab, and then click Configuration.

The Application Configuration dialog box opens.7. Click the App Options tab and ensure that the Enable buffering check

box is selected.

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8. Click the Directory Security tab, and then click Edit.

The Authentication Methods dialog box opens.9. Select the Anonymous access check box, and then click Edit.

When configuring the ConfPollersite V9.0 clear this check box. The Enable buffering should not be selected.

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The Anonymous User Account dialog box opens. 10. Click the Browse button to select the user name.

The Select User dialog box opens.

11. Select the user name from the list, and then click OK.

The Anonymous User Account dialog box opens.

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12. Enter the Password, and then click OK.

The Confirm Password dialog box opens. 13. Enter the Password, and then click OK.

The system returns to the Authentication Methods dialog box.14. Click OK.

The system returns to the ConfSiteV9_0 Properties dialog box.15. Click OK.

The system returns to the Internet Information Services window.

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16. Right-click the ConfPollerSiteV9_0 icon, and then click Properties on the pop-up menu.

The ConfPollerSiteV9_0 Properties-Virtual Directory dialog box opens.17. Repeat steps 6 – 13 of the ConfSite V9_0 configuration procedure to

complete the ConfPollerSiteV9_0 configuration.

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Windows 2000 ServerTo define the security properties in Windows 2000 Server1. On the Start - Programs menu, click Settings, and then click Control

Panel.

The Control Panel window opens.2. Click the Administrative Tools icon.

The Administrative Tools window opens.3. Click the Internet Services Manager icon.

The Internet Information Services window opens.4. Click the [+] icon next to Internet Information Server to expand the

list.

5. Click the [+] icon next to the Server name to expand the list.

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6. Click the [+] icon next to the Default Web Site to expand the list.

The MGC WebCommander application works with two Web sites: ConfSiteV9_0 and ConfPollerSiteV9_0.The ConfSiteV9_0 contains the Web pages that enable the user to schedule reservations and manage the site.The ConfPollerSiteV9_0 enables the monitoring of On Going conferences.These sites function differently and require different buffering settings. Therefore, each of these sites must be configured separately.

7. Right-click the ConfSiteV9_0 icon, and then click Properties.

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The ConfSiteV9_0 Properties-Virtual Directory dialog box opens.

8. Click the Virtual Directory tab, and then click Configuration.

The Application Configuration dialog box opens.

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9. Click the App Options tab and ensure that the Enable buffering check box is selected.

10. Click OK.

When configuring ConfPollersiteV9_0 configuration clear this checkbox. The Enable buffering should not be selected.

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11. Click the Directory Security tab, and then click Edit in the Anonymous access and authentication control pane.

The Authentication Methods dialog box opens.12. Select the Anonymous access check box, and then click Edit.

The Anonymous User Account dialog box opens.

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13. Click the Browse button to select the user name.

The Select User dialog box opens.

14. Select the user name from the list, and then click OK.

The Anonymous User Account dialog box opens.15. Enter the Password, and then click OK.

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The Confirm Password dialog box opens. The system returns to the Authentication Method dialog box.

16. Click OK.

The system returns to the ConfSiteV9_0 Properties dialog box.17. Click OK.

The system returns to the Internet Information Services window.18. Right-click the ConfPollerSiteV9_0 icon, and then click Properties.

The ConfPollerSiteV9_0 Properties-Virtual Directory dialog box opens.19. Repeat steps 8 – 15 of the ConfSite V9_0 configuration procedure to

complete the ConfPollerSiteV9_0 configuration.

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Windows 2003 ServerTo define the security properties in Windows 2003 Server:1. On the Start - Programs menu, click Settings, and then click Control

Panel.

The Control Panel window opens.2. Click the Administrative Tools icon.

The Administrative Tools window opens.3. Click the Internet Services Manager icon.

The Internet Information Services window opens.4. Click the [+] icon next to Internet Information Server to expand the

list.

5. Click the [+] icon next to the Server name to expand the list.

6. Click the [+] icon next to the Web Sites to expand the list.

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7. Click the [+] icon next to the Default Web Site to expand the list.

The MGC WebCommander application works with two Web sites: ConfSiteV9_0 and ConfPollerSiteV9_0.The ConfSiteV9_0 contains the Web pages that enable the user to schedule reservations and manage the site.The ConfPollerSiteV9_0 enables the monitoring of On Going conferences.These sites function differently and require different buffering settings. Therefore, each of these sites must be configured separately.

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8. Right-click the ConfSiteV9_0 icon, and then click Properties.

The ConfSiteV9_0 Properties-Virtual Directory dialog box opens.9. Click the Virtual Directory tab, and then click Configuration.

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The Application Configuration dialog box opens.10. Click the Options tab and ensure that the Enable buffering check box is

selected.

11. Click OK.

When configuring ConfPollersite V9.0 configuration clear this check box. The Enable buffering must not be selected.

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12. Click the Directory Security tab, and then click Edit in the Anonymous access and authentication control pane.

The Authentication Methods dialog box opens.13. Select the Enable Anonymous access check box, and then click Edit.

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The Select User dialog box opens. 14. Click the Object Types button to select the user name.

The Object Types dialog box opens.

15. Select the user name from the list, and then click OK.

The Select User dialog box opens.

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16. Enter the Enter the object name to select, and then click OK.

The system returns to the ConfSiteV9_0 Properties dialog box.17. Click OK.

The system returns to the Internet Information Services window.18. Right-click the ConfPollerSiteV9_0 icon, and then click Properties.

The ConfPollerSiteV9_0 Properties-Virtual Directory dialog box opens.

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19. Repeat steps 8 – 15 of the ConfSite V9_0 configuration procedure to complete the ConfPollerSiteV9_0 configuration.

20. Select the Web Server Extension and click Activate Server Pages.

21. Click Allow.

The installation is complete.

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Selecting the User Account for Accessing the MGC Web Server

By default, the Web Server is installed during the installation process. When using a local database, there is no need to define the Web Server security properties. All other definitions require setting the properties of the Web Server.

To select the user account in Windows NT/2000 Server:1. Click Start > Settings> Control Panel>Administrative Tools>

Services.The Services window opens.

2. Right-click OperSrvV9_0, and then click Properties.

The OperSrvV9_0 Properties (Local Computer) dialog box opens.3. Click the Log On tab.

4. Select This account to select the user with access to the MGC WebCommander Server.

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5. Click the Browse button to select the user name.

The Select User dialog box opens.6. Select the user name from the list, and then click OK.

The system returns to the OperSrvV9_0 Properties (Local Computer) dialog box.

7. Enter the user password in the Password field.

8. Enter the user password again in the Confirm Password field.

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9. Click OK.

A confirmation box opens.

10. Click OK to confirm and complete this procedure.

To select the user account in Windows 2003 Server:The Web Server application is installed during the WebCommander installation process. When using a local database, there is no need to define the Web Server security properties. All other database definitions require configuring the properties of the Web Server.

To select the user account in Windows NT/2000/2003 Server:1. Click Start > Settings> Control Panel>Administrative Tools>

Services.The Services window opens.

2. Right-click OperSrvV9_0, and then click Properties.

The OperSrvV9_0 Properties (Local Computer) dialog box opens.3. Click the Log On tab.

4. Select This account to select the user with access to the MGC WebCommander Server.

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5. Click the Browse button to select the user name.

The Select User dialog box opens.6. Select the user name from the list, and then click OK.

The system returns to the OperSrvV9_0 Properties (Local Computer) dialog box.

7. In the Password field, enter the user password.

8. In the Confirm Password field, enter the user password.

9. Click OK.A confirmation box opens.

10. Click OK to confirm and complete this procedure.

Starting up the Server

When the application is installed, the server is started automatically. A manual start of the server is only required when the password is changed or for troubleshooting.

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To start up the Server in Windows NT/2000/2003 Server:1. Click Start > Settings> Control Panel>Administrative Tools>

Services.The Services window opens.

2. Right-click OperSrvV9_0, and then click Start.

The Service Control box opens, indicating that Windows is attempting to start the OperSrvV9_0 service.

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In the Services dialog box, the status of the service changes to “Started”.

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Selecting the User Account for Accessing the WAM Server

By default, the WAM Server is installed during the installation process. When using a local database, there is no need to define the WAM Server security properties. All other definitions require setting the properties of the WAM Server.

To select the user account in Windows NT/2000/2003 Server:1. Click Start > Settings> Control Panel>Administrative Tools>

Services.The Services window opens.

2. Right-click WAM, and then click Properties.

The WAM Properties (Local Computer) dialog box opens.3. Click the Log On tab.

In Windows 2003 Server click Component Services.

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4. Select This account to select the user with access to the MGC WebCommander Server.

5. Select this account to open and then click the Browse button to select the user name.

The Select User dialog box opens.6. Select the user name from the list, and then click OK.

The system returns to the WAM (Local Computer) dialog box.

7. Enter the user password in the Password field.

8. Enter the user password again in the Confirm Password field.

9. Click OK.

A confirmation box opens.

10. Click OK to confirm and complete this procedure.

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Starting up the WAM Server

When the application is installed, the server is started automatically. Manual start of the server is only required when the password is changed or when troubleshooting.

To start up the WAM Server in Windows NT/2000/2003 Server:1. Click Start > Settings> Control Panel>Administrative Tools>

Services.The Services window opens.

2. Right-click WAM, and then click Start on the pop-up menu.

In Windows 2003 Server click Component Services.

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The Service Control box opens, indicating that Windows is attempting to start the WAM service.

In the Services dialog box, the status of the service changes to “Started”.

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Optimizing E-mail Delivery on the ServerTo Optimize e-mail Delivery on your Server:1. Access the Internet Services Manager.

The Internet Information Services window opens.2. Click the [+] icon next to Internet Information Server to expand the

list.

3. Click the [+] icon next to the Server name to expand the list.

4. Click Default SMTP Virtual Server.

The Internet Information Services (IIS) must be located within the Domain. The installer must have administrator rights or domain administration rights to install software. It is also important that the password used to access the domain is permanent and does not have an expiration date.

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5. Right-click Default SMTP Virtual Server and select Properties.

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6. The Default SMTP Virtual Server Properties window opens, then click Delivery.The Default SMTP Virtual Server Properties - Delivery opens.

7. Click Advanced.The Advanced Delivery window opens.

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8. The Fully-qualified domain name field is registered by the system, and appears automatically.

9. In the Smart host field enter your organization’s mail server name or IP address of the server.

10. Click OK.

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Integrating Polycom PathNavigator• You must use an SQL database or SQL-compatible database (such as

MSDE - see below) for the Polycom PathNavigator• For large databases, use an SQL database for the Polycom

PathNavigator. For smaller databases, you can use an MSDE database that can be installed from your Microsoft Office 2000 or Microsoft Access 2000 CD-ROM. MSDE databases are SQL-compatible. For more information, see: http://msdn.microsoft.com/library/default.asp?url=/library/en-us/off2000/html/acconAboutMSDE.asp

• It is recommended that PathNavigator and WebCommander use the same SQL DB

• SQL should be installed on the WebCommander server and not on the PathNavigator server

• PathNavigator must be installed first and WebCommander is installed second

• Installations using an existing separate SQL server is supported but must be part of a domain when accessing the same database from an MGC Manager workstations

PathNavigator WebCommander \ SQL Server

SQL

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• You can transfer Access data into an SQL database by building the structure of an empty SQL database and using the import utility in the SQL server.

• Verify that the IIS is already installed on the server and correctly configured on the network before installing the WebCommander application

Connecting to the PathNavigator DatabaseThe process of integrating the PathNavigator is the same process as adding a new database to be accessed by the Web Server Manager.

If the MGC Web Server Manager is installed on the same server as the PathNavigator, do not use the database entry in the DNS (ODBC Data Source) that was automatically created when the PathNavigator was originally installed. Add a new DNS entry for the PathNavigator to be accessed by the MGC Web Server.

During the WebCommander installation setup, you have the option to Specify or Automatically add the PathNavigator database by clicking Yes.

For more information see Chapter 4, “Installing the MGC Web Server and MGC Web Server Manager Application” on page 4-7.

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To add Polycom PathNavigator SQL database to the list of connections in the Web Server Manager:1. On the Options menu, select Add/Remove Connection to ODBC.

The ODBC Data Source Administrator window opens.2. Click the System DSN tab.

3. Click Add.

The Create New Data Source window opens.

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4. Select SQL Server.

5. Click Finish.

The Create a New Data Source to SQL Server Wizard dialog box opens.6. In the Name box, enter a name to identify the database file in the MGC

Web Server Manager application.

7. From the SQL Server list, select Local if the SQL Server is installed on the same computer as the MGC Web Server. Otherwise select the

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appropriate server name from the list. The list shows the names of all the SQL servers currently installed in the network.

8. Click Next.Additional options are displayed.

9. Select With Windows NT authentication using the network login ID or With Windows SQL authentication using a login ID and password entered by the user.

One SQL database can be used by both the MGC WebCommander applications and the MGC Manager application, provided the same database is selected in both applications. If the MGC Manager is installed first, select the database configured in the MGC Manager ODBC. If the WebCommander Server Manager application is installed first, select the database configured here as the database for the MGC Manager application. In both cases, the database may be installed on a network server other than the one used for the Web Server. In both cases, the database must be installed on a disk defined as Shared or on one of the network disk that can be accessed by all MGC Manager and MGC WebCommander users.

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10. Select the Connect to SQL Server to obtain default settings for the additional configuration options check box.

11. Click Next.

12. Select the Change the default database to check box, and then select the database that was restored in the SQL Server.

13. Click Next.

Options enabling you to select the user interface language used in the database are displayed.

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14. To change the User Interface language used in the database, click the Change the Language of SQL Server System Message to check box and select the desired language from the drop-down list.

15. Click Finish.

The ODBC Microsoft SQL Server Setup window opens, containing the ODBC data source configuration.

16. Click Test Data Source to make sure that the appropriate database was

selected.

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The SQL Server ODBC Data Source Test window opens, with the message “TESTS COMPLETED SUCCESSFULLY”.

17. Click OK to confirm.

The selected database is added to System DSN list.18. Click OK to exit the ODBC.

19. At this point you need to update the PathNavigator database. Follow the steps described in “Updating the Database” on page 5-73.

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Adding an SQL/MSDE Database Login Account in the SQL Server Enterprise Manager:

Setting up an Login account with the SQL sever allows you to define the authentication link that will be used to connect the database and the enterprise manager. With SQL Authentication however, configuration of the Login account is required when no PathNavigator is present on the network.1. Select the SQL Server registered in the SQL Enterprise Manager and

expand the tree.

2. Expand the Security list, right-click Logins and select New Login.

The SQL Server Login Properties - New Login dialog box opens

This is login account is only required when the PathNavigator database is not installed.

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3. In the Name box enter the Windows Login name of the Server.

4. In the Authentication pane select SQL Server Authentication.

5. Enter the Password used to access the SQL server.

6. Choose the Database Access tab and select the database to access during login.

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7. Select in the Permit in Database Role the type of user (public) that can access the database and the database owner (db owner).

8. Click OK.The user is added to the Logins list.

Updating the DatabaseWhen upgrading from a previous version of the MGC Web Server Manager, the old database is saved during the installation procedure.

At the end of the installation procedure, you must access the MGC Web Server Manager application to automatically update the database.

To update the database:1. On the Start – Programs menu, click MGC Web Manager Ver9.0, and

then click MGC Web Server Manager.

The Database Login dialog box opens.

It is recommended that you back-up the database before updating the database.

• The procedure for updating the database is the same for Windows NT, Windows 2000 and Windows 2003.

• Windows 95/98 does not support Unicode; therefore, when upgrading from a previous version, the language tables will not be upgraded. In such a case, perform the upgrade from a computer where Windows NT/2000 is installed.

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2. Enter your Login Name and Password as defined in the database and click Login.

3. If there are discrepancies in the number of fields between the old and the new databases, the system prompts whether to update the existing database to the new format.

4. Click Yes to automatically update the database (recommended), or No to leave the database unchanged.

If you select No, new entries added to the database via the MGC Web Server Manager will not be saved.If you select Yes, the UpdateDB dialog box opens, indicating which databases require updating.

Updating all the databases you intend to use is recommended.To cancel the update of a database, clear the check mark next to the database.

The default Login Name is admin1. The default Password is 123. The system automatically starts the update process.

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5. Click Apply to update the selected databases.The updating process may take time, depending on the size of the database. At the end of the process, an Update Database Results dialog box may open, listing the fields that were updated.

6. Click OK to return to the UpdateDB dialog box.

Click Cancel to close the dialog box and exit the update process.

On computers that support Unicode, this dialog box does not appear.

• When upgrading from a previous version which did not support Groups, the Update Database process - automatically performed by the Server Manager - creates a group for each listed user, and retains the access rights defined for a user as the access rights to that group.

• Participant templates and Conference templates are automatically assigned to the Root directory; therefore, only users who have access rights to the root directory (usually administrators) are able to view these conferences. The templates can be moved to the appropriate group in the Groups tree in the MGC Manager – Database Manager segment, using Copy and Paste (drag & drop is not available).

• When you open the MGC Web Server Manager for the first time after an upgrade, and you have not yet updated the database, you can do it later using the dB’s to Update from the Options menu.

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Configuring the Polycom Datastore DatabasePolycom Datastore (PDS) database is a central database where all Polycom applications and endpoints interact and share stored information.When the Polycom Datastore database is configured in the Web Server Manager, a group called Polycom Datastore is automatically defined in the WebCommander database. When defined, information can be exchanged to synchronize the WebCommander dB and Polycom Datastore databases using the PDS API application (XML and Html).

To configure the Polycom Datastore database in the Web Server Manager:1. Register the Polycom Datastore database in the ODBC source.

If the Polycom Datastore database is in SQL, follow the instructions in “Registering the SQL Database in the ODBC Data Sources” on page 5-16. If the Polycom Datastore database is in Access, follow the instructions in “Registering the Access Database in the ODBC Data Sources” on page 5-22.

2. In the Options menu, click Polycom Datastore DB. The Polycom Datastore Setting dialog box opens.

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3. Select the check box(es) next to the database(s) to synchronize with the Polycom Datastore database.

4. Fill in the parameters as described in the following table:.

5. Click OK. The name of the database(s) synchronized with Polycom Datastore appear, listing the server IP and version number.

A new participant group, Polycom Datastore, appears in the New Meeting window in the WebCommander Web site.

Parameter Description

Server IP The IP address of the server. Alternatively, you can enter the server URL.

Server Port The port of the server. By default this is 8080.

Username Not applicable

Password Not applicable

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The names of the endpoints synchronized with the Polycom Data Store database are listed.

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Configuring the Internet Information Service (IIS) for Windows Authentication

Windows Authentication mechanism allows users registered with the network servers to access the MGC WebCommander Web site using their Windows login name and password. Windows users are authenticated by Windows NT through the Internet Service Manager.To enable the Windows Authentication working mode, the MGC Web Site (ConfSiteV9_0) must be configured accordingly in the IIS application.

Configuring the MGC Web Site to work in Windows Authentication Mode in Windows NT/2000

To configure the MGC Web Site ConfSiteV9_0:1. In the Start - Settings menu, click Control Panel.

2. In the Control Panel list, double-click the Administrative Tools icon.

3. In the Administrative Tools list, double-click the Internet Services Manager icon.

The Internet Information Services window opens.4. Expand the server categories tree.

Windows Authentication is not supported by Netscape browser.

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5. Expand the Default Web Site tree.

6. Right-click ConfSiteV9_0, and then click Properties.

In Windows 2003, expand the Web Sites tree and then select the Default Web Site.

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7. ConfSiteV9_0 Properties window opens.The Authentication Methods window opens.

8. Click the Directory Security tab.

9. In the ConfSiteV9_0 Properties - Directory Security window, click the Edit button in the Anonymous access and authentication access pane.

10. Clear the Anonymous access check box.

11. Select the Integrated Windows authentication check box.

12. Click OK.

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Configuring the MGC Web Site to work in Windows Authentication Mode in Windows 2003

To configure the MGC Web Site ConfSiteV9_0:1. In the Start - Settings menu, click Control Panel.

2. In the Control Panel list, double-click the Administrative Tools icon.

3. In the Administrative Tools list, double-click the Internet Services Manager icon.The Internet Information Services window opens.

4. Expand the server categories tree.

5. Expand the Web Sites tree.

6. Expand the Default Web Site tree.

7. Right-click ConfSiteV9_0, and then click Properties.

8. ConfSiteV9_0 Properties window opens.The Authentication Methods window opens.

9. Click the Directory Security tab.

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10. In the ConfSiteV9_0 Properties - Directory Security window, click the Edit button in the Anonymous access and authentication access pane.

11. Clear the Enable Anonymous access check box.

12. Select the Integrated Windows authentication check box.

13. Click OK.

Defining MGC WebCommander Users in the MGC Server Manager

When the IIS is configured to Windows Authentication mode, Windows users can be automatically added to the WebCommander users list when the MGC Web Server is configured to the Automatic mode. For more details on the automatic mode configuration, see “Configuring the MGC Web Server Manager” on page 5-88. The Windows users are automatically added to the MGC Web Server Manager Users list based on their Windows user Name and Password. All other User properties remain blank and have to be manually defined by the system administrator when required. For more details on Users definition, see the MGC Web Server Manager User’s Guide, Chapter 4.

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Configuring the WebCommander as an External Database application for User Authentication

You can configure the WebCommander application to be used as the external database application for users authentication when they login to the MGC.When a user connects to the MCU (via the MGC Manager or another application), the user is validated with the MGC Operators list. If the user is not defined in the MGC, an authentication request is sent from the MGC to the WebCommander server, where the user is validated with the Users list.When the users are defined in the WebCommander Users list, one of the three permissions that correspond to the MGC Manager permissions should be assigned to them: Administrator, Operator and Attendant. For more details about the MGC Manager Permissions, see the MGC Administrator’s Guide, Chapter 6. These permissions must be defined in the Permissions table of the WebCommander. When the Users log into the MGC Manager, their WebCommander Permission is translated to the appropriate permission in the MGC Manager. Users with a permission other than these three permissions, when logging into the MGC Manager are granted Attendant permissions.

System.cfg Flags Configuration

To use the WebCommander as the external database application for MGC Operator authentication, the following flags must be set in the MGC system.cfg file:• ENABLE_EXTERNAL_DB_ACCESS = YES• EXTERNAL_DB_PORT = 5005• EXTERNAL_DB_LOGIN = POLYCOM (MCU logon passwords)• EXTERNAL_DB_PASSWORD = POLYCOM• EXTERNAL_DB_IP = xxx.xx.xxx.xxx (WebCommander server's IP

address)• AUTHENTICATE_USER = YESFor more information on system.cfg flags and their settings, see the MGC Administrator’s Guide Chapter 5, MCU Utilities.

WebCommander Server configuration:1. In the Server Manager Browser area expand the Database list.

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2. Right-click Database icon and click Personal Scheduler Configuration.The MGC Personal Scheduler Configuration dialog box opens.

3. Specify the following settings:

— Database (the external database)— User - administrator (required)— Template group: Default (required)— IP Address: localhost (required)— Port: 5005 (required)

For more information, see the Personal Scheduler Quick Start Guide Chapter 2, MGC Personal Scheduler Parameter Configuration.

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4. In the Database - MCUs list, verify that the correct user login and password are used.

For more information, see the MGC Web Server Manager User’s Guide Chapter 5, Defining an MCU.

5. In the Permissions list, make sure that the required MGC Permissions (Administrator, Operator and Attendant) are defined, and if not add the required Permissions.

For more information, see the MGC Web Server Manager User’s Guide Chapter 5, Defining Permissions.

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6. Define the Users properties: set the Name, Password, and Permission. These parameters are used to authenticate the user login on the MGC.

For more information, see the MGC Web Server Manager User’s Guide Chapter 5, Defining a New User.

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Configuring the MGC Web Server ManagerSelecting the databases that are accessible from the Web is a mandatory step. Other parameters such as the language database and the date format should also be configured. These parameters enable users to define and modify conference and participant templates, schedule reservations or monitor On Going conferences using the Web browser.

To select the MGC Web Server’s Authentication Mode:1. Access the MGC Web Server Manager.

2. On the Options menu, click Web Configuration.

SQL Server Installation

MGC Web Server Installation

SQL Server Configuration

Defining the Server Security

Properties

MGC Web Commander Configuration

IIS Installation

Registering the Database in

ODBC

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The Configuration dialog box opens.

The sample window lists an SQL database with two types of login modes defined:• NTAUTHDB - Uses Windows NT Login• SQLAUTHDB - Uses SQL Authentication LoginIn this example the SQL Database with SQL Authentication (SQLAUTHDB) is selected.

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3. Define the following parameters:

Table 5-1: Web Configuration Parameters

Option Description

Highest MCU Version

The WebCommander behavior is determined according to the MCU version. Three MCU version levels can be selected, 3, 4, or 4.5 and above. • If the highest level selected is 3 or 4, the Audio

Look and Feel check box option is disabled in the Configuration dialog box, and the option to select Audio Only conferences is disabled in the WebCommander site.

• If the highest level selected is 4.5 and above, the Audio Look and Feel check box is enabled. If the Audio Look and Feel check box is cleared, both Video and Audio Only conferences are enabled in the WebCommander site. When the Audio Look and Feel check box is selected, the option for Video conferences is disabled in the WebCommander site.

Audio Look&Feel Select this check box to enable all template defaults to automatically be set to Audio Only configuration for conferences implementing the VoicePlus features. The WebCommander user interface changes to show only audio options. All video options are hidden and cannot be accessed.

Secure Mode Select this check box to switch from a non-secured configuration to a secured configuration.Once you select this check box, the system displays a message listing the operations that will be performed when the WebCommander application is switched to Secure Mode.Click OK to confirm. If you select Cancel, the system will clear the Secure Mode selection.For more details about Secure Mode settings see Appendix A.

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Encryption Key Path

This field is enabled if Secure Mode is confirmed.Click the Browse button and select the folder to save the encryption key used to encrypt the MCU passwords in the database.

Allocate Permanent Dial in Numbers

This option is applicable only to “Meet Me Per Conference” conferences that are set and run via the Web.When enabled, the MGC Web Server allocates a dial-in number to a “Meet Me Per Conference” conference when it is saved to the database. This number will remain assigned to the conference indefinitely regardless of the system resources status. When disabled, the dial-in number for the conference is allocated by the MCU only when the conference is started.Note:The dial-in number can be deleted from the conference. In such a case, the MCU will allocate the dial-in number to the conference when the reservation is transferred to the MCU.

Conference End Time Alert (Minutes)

Enter the number of minutes before the end of the conference in which the End of Conference Reminder icon should appear. For example, if you enter 5, the End of Conference Reminder icon will be displayed five minutes prior to the end of the conference. Entering 0 disables the display of the warning icon.

Table 5-1: Web Configuration Parameters (Continued)

Option Description

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Automatic Naming of Conferences

The format of the conference name can be based on the user name or based on the user’s E-mail address, and also includes the template name and a randomly generated number. When the format of the conference name is based on the users name, the format is:TemplateName_UserName_Random NumberFor example: Sales_Admin1_886When the format of the conference name is based on the user’s E-mail address, the format is:TemplateName_UserEmail_Random NumberFor example: [email protected]_887

On Going Participants Names Display

In the On Going Participants Names Display pane, select an option:• Custom Length - stipulate the maximum number

of letters in a name• Full Name

Language database for the Web site –Database

In the Database list, select the database from which the text appearing in the user interface of the Web pages is taken. The list includes all the databases registered in the ODBC. If the SQL database is selected, the language is defined during the restore operation of the SQL database.

Table 5-1: Web Configuration Parameters (Continued)

Option Description

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Language database for the Web site – Party Headers Order

Click this button to modify the party headers order presented in the MGC WebCommander Application.Party headers are the column in the table displaying the participant’s details in the Participants pane in the Participant template window, and in the Conference template window of the WebCommander site. Note: The configuration of the Party Headers order is done in the language area of the database. Every time WebCommander is installed, the default database is completely erased, including all language configurations. Therefore it is strongly recommended to select a database other than the Default database to store the configuration of the Party Headers order, so that you do not need to reconfigure the party headers each time a new version is installed. For details, see page 5-96.

Databases accessible from the Web site

The Accessible Database from Web box lists all of the databases registered in the ODBC utility. Databases of different types may be selected i.e., Microsoft Access and SQL. By default, all the databases are selected. To cancel the selection of a specific database, clear the check box next to the database. Click the UnSelect All button to cancel the selection of all the listed databases (all check boxes are cleared). The UnSelect All button toggles with the Select All, enabling you to select all of the databases to be accessed from the web.

Table 5-1: Web Configuration Parameters (Continued)

Option Description

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Automatically add authenticated Windows users to WebCommanders Users list

Select this check box to allow users registered in the Windows domain to be automatically added to the MGC WebCommander Web Server – Users list with their Windows login name and password. All other user parameters such as E-mail address, Permission, and WebOffice URL have to be manually added to the user definition in the MGC Web Server Manager – Users table. For more details, see the MGC Web Server Manager User’s Guide, Chapter 4.The Windows Authentication mechanism allows users registered with the network servers to access the MGC WebCommander Web site using their Windows login name and password. In order to enable the Windows Authentication working mode, the MGC Web Site (ConfSiteV9_0) must be configured accordingly in the IIS application. For more details, see “Integrating Polycom PathNavigator” on page 5-63.Note: When Secure Mode is enabled, the Automatically add authenticated Windows users to WebCommander Users list option is automatically selected and cannot be cleared.

Table 5-1: Web Configuration Parameters (Continued)

Option Description

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4. In the Databases accessible from the web site pane, select the Database required.

5. Click OK.

Create private groups for automatically added users

By selecting this checkbox, the Web Server Manager application can be configured to automatically add a new group for users who have been automatically added to the WebCommander Users table of the database. The new Group can be used by the user as a private address book to which personal contacts can be added.Users can be automatically added to the WebCommander Users table when:• The user accesses the WebCommander

application pages from the Web Portal. If the user has the right to access the WebCommander application pages, the user is automatically added to the WebCommander Users table and his or her properties are imported from a table also shared by the Web Portal.

• The user accesses the WebCommander database for the first time, using Windows login name and password. At the end of the authentication process, a new user is created in the User table of the WebCommander database, copying the parameters from the User table of the SQL Server.

The name of new private group that is created is taken from the user name. The Read/Write permissions to the new Group are identical to those defined for the Default User.

Table 5-1: Web Configuration Parameters (Continued)

Option Description

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Configuring the Party Headers OrderParty headers are the column in the table displaying the participant’s details in the Participants pane in the Participant template window, and in the Conference template window of the WebCommander site.You can select the columns displayed in the participants table that is displayed and the order in which they appear in the On Going Conferences window. The configuration is done per permission and you can have different settings for different permissions.

To configure the On Going Party Headers Order columns display:1. In the database Permissions Properties -Settings1 dialog box, click the

Custom Headers Order check box.

The columns header is defined in a table which is part of the WebCommander database. Each time WebCommander is installed, the Accord database (not SQL) is overwritten, including all the tables. Therefore it is strongly recommended to rename or backup the database, so that you do not need to reconfigure the On Going party headers each time a new version is installed.

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2. Click the Select Headers Order button.The On Going Party Headers Order window opens.

The On Going Party Headers list displays the columns not displayed in the Participant Details pane. The Selected On Going Party Headers list displays the columns that would appear in the ongoing conference pane. The order in which the columns are listed is the order in which they appear in the ongoing conference pane.

3. To display a column, in the On Going Party Headers list, select the column name to be displayed and then click the double right arrow button [>>].

The column is added to the end of the Selected On Going Party Headers list.To hide a column, in the Selected On Going Party Headers list, select the column name to hide, and then click the double left arrow button [<<]. The selected column) is moved to the On Going Party headers list.

4. To change the order in which columns are displayed, select the column name and click the Up or Down button to move it to the required position. When you double-click a field it is moved to the top of the list.

Lists the columns that will be displayed in the Participants pane, and their order.

Lists the columns that will not be displayed in the Participants pane.

If working with more than one database, you must repeat the configuration modifications for each database. Permissions can be copied from one database to another.

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MGC Personal Scheduler Plug-in ConfigurationThe Polycom MGC Personal Scheduler is designed for scheduling audio and video conferences on the MCU directly from the Microsoft Outlook® application. Using the standard Microsoft Outlook conventions, the user schedules the conference start date and time, conference duration, and invites other participants from their Microsoft Outlook Calendar. The conference participants can be dial-in or dial-out. MGC Personal Scheduler is a plug-in to the users’ Outlook Client. This plug-in communicates with the Web Server Manager, which reserves the conference on an MGC unit.

The MGC Personal Scheduler is configured by an Administrator who e-mails the MGC Personal Scheduler application to end-users. The installation of the client software is automatic - allowing the MGC Personal Scheduler to seamlessly interface with the end-users’ Microsoft Outlook application.Once the user schedules the conference in Microsoft Outlook, it is submitted to the Web Server Manager for MCU resource availability. An accept/reject notification box opens, notifying the conference organizer if the conference has been successfully reserved on the MCU. The conference is rejected by the MCU when resources are insufficient to run the conference at the requested date and time (or dates and times if a recurring conference). If the conference is accepted, a signature is added to the conference e-mail, including various

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conference parameters required to start the conference, such as the conference name (for IP and ISDN conferences), password (if applicable), and the dial-in number (for IP and ISDN conferences). Users can modify the conference date, time, duration and add/delete participants using the standard Microsoft Outlook conventions. Conferences reserved via MGC Personal Scheduler function in the exact same way as conferences reserved via the WebCommander, and are monitored on the WebCommander Web site.The MGC Personal Scheduler is configured from the Web Server Manager. After the MGC Personal Scheduler is configured, the MGC Personal Scheduler client application is sent by E-mail to end-users or using a multi-network installation tool, perform a background installation of the client application on all the computers in the network. When sent by E-mail, The MGC Personal Scheduler client is automatically installed when the end-user runs (double-clicks) the attachment. MGC Personal Scheduler is configured solely by the administrator; there is no configuration required on the part of the end-user.

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Personal Scheduler ConfigurationThe MGC Web Server Manager application is the user interface for configuration of the MGC Personal Scheduler. You can specify the text, icons and images, and configure the Tab fields and properties in the client’s Personal Scheduler. The following items can be customized in the Outlook New menu from the MGC Personal Scheduler Configuration window:• Meeting request menu name• Appointment request menu name• Menu icons

Menu icon

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The Message Header title in the E-mail message can be customized:

The MGCScheduler.oft file is now automatically backed up in the CustomizeMGCSchedule.oft file located in the ClientInstall folder.

Message Header

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When the MGC Personal Scheduler is re-installed, for example with you upgrade your version, the administrator can simply copy and paste the Visual Configuration information from the CustomizeMGCSchedule.oft file to the MGCScheduler.oft file prior to deploying the Client application. This saves the administrator the need to re-configure the Visual Configuration.

To configure the MGC Personal Scheduler:

1. From the Start-Programs menu, select MGC Web Manager ver 9.0, MGC Web Server Manager

The MGC Web Server Manager window opens.

At least one MCU must be connected in the MGC Web Server Manager before you can configure the MGC Personal Scheduler.

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2. Right-click the Database icon, and then click Personal Scheduler Configuration.

3.

The MGC Personal Scheduler Configuration dialog box opens.

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4. Fill in the fields as described in Table 5-2.

Table 5-2: MGC Personal Scheduler Configuration Fields

Field Description

Database Select the database that contains the Conference template that will be used to schedule conferences from the Personal Scheduler. The database contains five default Conference templates. For more information on templates, see Personal Scheduler - Appendix A or the MGC Web Server Manager, Chapter 4.

User Select the User name that the client software uses to login to the database. This login is transparent to the User. Each User is assigned permissions which defines his/her access rights to various Groups.It is strongly recommended to use User admin1, as this User has full read and write permissions in the database.If you change the User, you must make sure that this User has all permissions assigned to the Group selected, and that the Group has valid templates under it.

Templates Group Select the Templates Group name that the client software uses to login to the database. This login is transparent to the User.Template Groups increase system security as they limit the access to conferences and participant data to authorized users only. The Groups contains the templates that are used with the Personal Scheduler application.It is strongly recommended to use the Templates Group Default, as this is the Group where the default templates are located.If you change the Group, you must make sure that the Group has a User with all permissions assigned to it, and that the Group has valid templates under it.

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IP Address Enter the IP Address of the computer on which the Personal Scheduler server is installed.The IP Address automatically gets written to the server.txt file, which is part of the client installation files. It is distributed to all end-users and is used by the client application to connect to the Personal Scheduler Server.Note:In this field, We recommend you put the computer name (preferred) of the server or the IP address of the server.

Port Number Enter the Port number of the computer on which the Personal Scheduler server is installed. The Port number automatically gets written to the server.txt file, which is part of the client installation files. It is distributed to all end-users and is used by the client application to connect to the Personal Scheduler Server.Note: When Polycom WebOffice software is installed the port number settings in the Web Server Manager change to 5005. In that case, in the Web Server Manager you are required to manually change the MGC Personal Scheduler Configuration port settings to 5006.

Preferences

Enable MCU Selection

When this check box is selected, an MCU list appears in the Polycom Office window when creating a new Appointment or Meeting in Outlook.This list contains ‘Auto’ and a list of connected MCUs. When ‘Auto’ is selected, the system selects the MCU according to the order in which they are defined in the MCU table in the MGC Server Manager.

Enable Dial Out When this check box is selected, the user can select dial-out endpoints. When the conference starts the MCU will call these endpoints.

Table 5-2: MGC Personal Scheduler Configuration Fields (Continued)

Field Description

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Enable Numeric Conference Name

When this check box is selected, the conference name can be numerical. This is an advantage for dial-in IP endpoints that do not accept alphabetic strings.If this check box is cleared, the conference name can only be alphabetical.

Allow Undefined Users

When this check box is selected, any user with the MGC Personal Scheduler can schedule a conference. If this check box is cleared, only users that are predefined on the Server Manager can schedule conferences.

PreConference Activation

You can select to start the reservation x minutes before the conference start time. This is recommended to allow dial-in participants to connect to the conference a few minutes before the start time. The default value is 10 minutes.

Enable Limit Recurrences

Click Enable Limit Recurrences. The Limit Recurrences number is enabled. Select the number of reservation recurrences permitted when initiating an meeting invitation.

Enable Dial-in Endpoints/Phones

When selected the Dial-in Endpoints/Phones field appears in the Outlook Polycom Office window.If disabled the user cannot view or edit this field, however the definition settings are still taken from the conference Reservation Template, enabling participant dial-in.

Show Via Video Auto Connection field

When selected, the Show Via Video Auto Connection field appears in the Outlook Polycom Office window. The *.plcm file can then be added as an (optional) attachment to the meeting invitation. When the meeting participants click on the ViaVideo link, their ViaVideo endpoint automatically opens and connects to the On Going conference.

Table 5-2: MGC Personal Scheduler Configuration Fields (Continued)

Field Description

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Include time fields in E-mail Format

There are a number of “time” fields marked by an asterisks (*) in the Customize E-mail Format window. For more information see, the Web Server Manager User’s Guide, Chapter 4. These fields can be enabled by the administrator in any Personal Scheduler Client E-mail by selecting the Include time fields in E-mail Format option in the Web Server Manager - Personal Scheduler Configuration window.

Allow Language Selection

Select this box to enable the default language selection. The default language of the MGC Personal Scheduler is the default language of the computer’s operating system.Default Language - From the drop down box select the default language of the WebCommander Web site.Language selection allows for a different language to be set as the default language for the text of the automatically generated E-mail messages and for the Personal Scheduler pop-up message boxes in Outlook.The languages supported include: English, French, German, Chinese, Chinese Traditional, Japanese, Portuguese, Spanish, Norwegian, Italian, Russian, Swedish, Croatian, Hungarian, Polish, Slovak.

Customize

Meeting Request Menu Name

Specify the Meeting request menu name.

Appointment Menu Name

Enter the Appointment request menu name.

Message Header Title field

Enter the name of the E-mail Message Header.

Menu Icon Path Enter the path of the bitmap. The File must be in.bmp format.

Table 5-2: MGC Personal Scheduler Configuration Fields (Continued)

Field Description

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Chapter 5 - Configuration

Remote Installation of the Personal Scheduler Client

The Administrator has the option to automatically deploy the Personal Scheduler Client or enable user’s to manually install the Client on their hard disk.

Deploying the Client Application Manually by Individual UsersThe Administrator of MGC Personal Scheduler Client can enable the user to install the Client in one of two ways:• Attach the ClientInstall Version 8.0 folder in an E-mail enabling the

user to save the folder to disk. The user then installs MGC Personal Scheduler by double clicking setup.exe icon in the folder.

• Alternatively, send the link of a folder located on the network in an E-mail. To install Personal Scheduler, the user double-click’s the setup.exe icon. When the MGC Personal Scheduler is configured by the administrator, the Client application is deployed on the network by sending out an e-mail with an shortcut as an attachment. End-users open this self-extracting file which automatically installs the MGC Personal Scheduler on their computer.

To e-mail the Client application shortcut:

1. Create a new e-mail message.

The New E-mail Message window opens.2. On the Insert menu, click File, or click the Attach File icon.

The Insert File dialog box opens.3. Browse to the directory where the Client Setup file is located. By default

this file is located at: C:\Program Files\MGC Web Manager ver 9.0\MGC Personal Scheduler\ClientInstall.

4. Click the Setup file.

The folder where the Setup file is located must be shared or the end-user will not be able to access the shortcut for installation.

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5. Click the Insert button arrow, and then click the Insert as Shortcut.

The link appears in the e-mail message as a shortcut.6. Send the e-mail to end-users for installation.

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7. Once the e-mail is received by the end-user, he/she double-click’s the shortcut to start the self-extracting installation of MGC Personal Scheduler.

8. In rare instances when the MGC Personal Scheduler cannot recognize the Clients e-mail address, the following dialog box opens, asking the user to enter their e-mail address. This dialog box only appears once, the first time the Client installation is installed.

Deploying the Client Application Automatically to Individual Users

The Personal scheduler client can be deployed automatically by network managers from ClientInstall folder to all Personal Scheduler users. The installation process automatically starts and installs when the end user logs in. The installation is performed in the background and does not affect any PC’s application or processes. The end user is not required to perform any task, neither is he/she required to close Microsoft Outlook.

This procedure is available only with a multi network installation application.

The user is not required to close Microsoft Outlook.

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By default on the Server, the installation folder is located in:C:\Program Files\MGC Web Manager ver 9.0\MGC Personal Scheduler\ClientInstall

To Launch the Automatic Deployment of MGC Personal Scheduler Client:1. To enable the automatic installation to all network clients, the

ClientInstall Setup.exe must be configured with a suffix (-s) two ways: creating a shortcut to setup.exe or in the Run dialog box.

a. Open the Client Install folder, and create a shortcut to the Setup.exe file.

— Using the Multi Network Installation application, double-click the shortcut created to launch the installation for all users.

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— Open the shortcut, and in the Target box, type -s at the end.

b. Alternatively, from the Start menu select Run. The Run dialog box.

— Click the Browse button and select the Setup.exe file from the Client Install folder. Type -s at the end and click OK.

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2. In the ClientInstall folder a log file is created in the installation Directory, with the name “Setup”. This file indicates the success or failure of the installation (this file is created only in automatic installations).

3. To find out if the installation was successful, open the Setup log file with any available text browser.

The setup log file contains the one following entries:ResultCode=0 - indicates that installation was successful.

ResultCode= any number other than 0 - the installation has failed.

In MGC Personal Scheduler Client installations (WebCommander version 6.00.13 and below) with the ResultCode of 0 (successful installation), you must restart your PC to complete the installation.

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Chapter 5 - Configuration

Installing and Configuring the MGC Web Server Client

The WebCommander Server Manager application can be installed on a computer other than the server, for remote access to the MGC Web Server. Once the WebCommander Server Manager application is installed, the database installed with the MGC Web Server may be configured as the client’s database making sure that all the MGC Web Server clients are synchronized with the same data.

If installing from FTP:1. Download the software from the FTP site and unzip the files.

2. Open Windows Explorer and browse to the directory that contains the MGC WebCommander diskettes.

3. Expand the Disk 1 folder and double click the Setup.exe file.The Installation Wizard Welcome screen opens.

If installing from a CD:1. Insert the CD into the CD drive.

2. From the Start menu, select Run.

3. Type D:Setup, where D is the CD drive name, and then click OK. The Installation Wizard Welcome screen opens.

Installation Wizard Follow the on-screen instructions to complete the installation procedure.1. In the Question dialog box appears, prompting you if you want to update

your license information, click Yes.

SQL Server Installation

MGC Web Server Installation

SQL Server Configuration

Defining the Server Security

Properties

MGC Web Commander Configuration

IIS Installation

Registering the Database in

ODBC

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The Enter License Information window opens.

2. Enter the following information:

— Click Polycom Resource Center to register your product on the Polycom Website and retrieve the Key Code. The WebCommander installation disk lists the product License.

— In the License field enter the code located on the Product CD.— In the Key Code field enter the product code retrieved from the

Polycom website.When incorrect information is entered, a Warning dialog box appears.— Click OK, and re-type the sequence of codes.— If this dialog box re-appears, please contact customer support.

In certain instances the following dialog box appears.

Click Yes, to upgrade your MDAC version and continue the installation. Windows automatically reboots after the MDAC installation, and the WebCommander installation setup restarts automatically.

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3. Click OK and continue the installation setup.The Software License Agreement window opens.

4. Click Yes, to accept and continue.The Welcome window opens.

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5. Click Next.The User Information window opens.

6. Enter the user Name and Company details and click Next.The Setup Type window opens.

7. Select Client.

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erv,

eared if ackup

to install the

8. Click Next.The Choose Destination Location window opens.

9. Select the target path for the installation (it is recommended to accept the suggested path and directory name) and click Next.

The Select Programs Folder window opens. 10. Click Next to accept the suggested group folder and name and start

downloading the software files.

When the download is complete, a Security Configuration dialog box appears.

11. In the Security Configuration window, select whether to implement the WebCommander’s Secure Mode and click Next.

If you have selected the Secure Mode option, the Information dialog box opens indicating that the database must be configured to Secure Mode (if you have not done so prior to the WebCommander installation). Click Yes to continue the installation process.

12. In the Link to PathNavigator dialog box, select whether to create a direct link to the PathNavigator gatekeeper and use its database. For more information see the Software Installation section in the MGC Web Manager Installation and Configuration Guide.

Select:— Yes, to automatically configure the link to the PathNavigator

gatekeeper. Proceed with step 13.— No, if no PathNavigator gatekeeper is installed in your environment,

or to manually define the link to the PathNavigator. Proceed with step 14.

In Secure Mode all communications between the WebCommander components (WebCommander sites, WebCommander client, Server Manager application, OperSWAM and MCUs) are encrypted and authenticated.

• The Central Server Service is disabled in Secure Mode. Leave this check box clyou want to use the Central Server Service features such as MCU redundancy, Band Auto Cascading.

• If you are upgrading from a non-secured installation, leave this check box clearedthe new version in non-Secure Mode. Once the installation is complete, change WebCommander security settings using the Server Manager application.

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13. If you clicked Yes, the Select Components window opens.

a. Select Automatically to enable the system to detect automatically select the PathNavigator gatekeeper, and click Next.The Question dialog box opens.

— Click Yes to enable the system to automatically search for the PathNavigator Gatekeeper.The Select a PathNavigator Database dialog box appears.

• Specify is the default setting - the user is required to enter the Gatekeeper database server path.

• Automatically - the WebCommander looks for a database called “Gatekeeper” on a SQL server. This is also the PathNavigator database server.

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— From the list, select the PathNavigator Server required and then click Next.

b. Or click Cancel, to Specify the PathNavigator gatekeeper. The Select Components window re-appears.

— Select Specify, to manually select the PathNavigator gatekeeper, and click Next.The Enter Information window opens.

— Enter the name of the PathNavigator gatekeeper server, and click Next.

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— The Server found dialog box opens, and click OK.

When you enter an incorrect name, a Warning dialog box appears.

14. The Site alias name window opens.

The site Alias name automatically redirects participants to the correct Web site in the event that the address changes (for instance, when upgrading to a higher version). For example, the alias entered to go to the Web site can be abcABC, where abcABC is the IP address of the WebCommander server.

15. Enter the site Alias name and then click Next.The Setup Complete window opens.

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16. Select one of the following options:

— Yes, I want to restart my computer now (default)— No, I will restart my computer later

17. At the end of the installation, click Finish to complete the installation procedure and exit the Setup Wizard.

Configuring the Client’s DatabaseThe WebCommander Server Manager Client can be configured to work with the same database that is used by the WebCommander Server Manager Server.

To select the database used by the Server as the Client’s database:1. Open the WebCommander Server Manager Client application.

2. Right-click the Server icon, and then click Select Server.

The Select Server dialog box opens.3. Enter the server Alias Name or IP Address, and then click OK.

4. If there are connection problems with the server when using one addressing option (e.g., Alias Name or IP Address), try the other option.

Sometimes the error message “Cannot Create Application” appears at the end of the installation. This error message may appear when there are two Web sites installed in the system. In this case, you need to manually create and configure the ConfSiteV9_0 and ConfPollerSiteV9_0 in the IIS application.

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5. On the Options menu, click Add/Remove connection to ODBC.

The ODBC Data Source Administrator dialog box opens.

6. Click the System DSN tab.

7. In the databases list, click the database Driver, and then click Add.

The Create New Data Source dialog box opens.

8. Select Access or SQL Server Driver depending on the database used by the MGC Web Server.

9. To configure the Access database, repeat steps 5-13 of “Registering the Access Database in the ODBC Data Sources” on page 5-22. To configure the SQL database, repeat steps 5-20 of “Registering the SQL Database in the ODBC Data Sources” on page 5-16.

If defining the connection to an Access database, make sure the database is installed on a shared disk or on a network disk.

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Troubleshooting

If the Web server does not perform its tasks correctly, the following should be performed to attempt to correct the problem:1. Close the Internet browser application and then start it again.

Usually this solves most of the problems.

2. If problems still continue, right-click the Server icon and select Terminate Server from the pop-up menu. This action shuts down the server completely. Then, reconnect the server by selecting Connect from the Server’s right-click pop-up menu.

3. Reboot the computer.

In addition, check the configuration of the IIS working with the MGC Web Server (as follows).

Configuring the IIS to Work with the MGC Web Server

To configure the IIS in Windows NT/ 2000:1. On the Start - Programs menu, click Windows NT4.0/Windows 2000

Option Pack, Microsoft Web Server and then Internet Service Manager.

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2. Click the plus [+] icon next to Internet Information Service to expand the list.

3. Click the plus [+] icon next to the Server name to expand the list.

4. Click the plus [+] icon next to the Default Web Site to expand the list.

5. Right-click the ConfPollerSiteV9_0 icon, and select Properties from the pop-up menu.

The ConfPollerSiteV9_0 Properties – Virtual Directory dialog box opens.

6. Make sure that the MGC Web Site path is correctly selected in the Local Path box.

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From the Application Protection drop-down menu, select High (Isolated).

7. Click OK to confirm and exit the Properties dialog box.

To configure the IIS in Windows 2003:1. On the Start - Programs menu, click Administrative tools, and then

click Internet Services Manager.

2. Click the plus [+] icon next to the Server name to expand the list.

3. Click the plus [+] icon next to the Web Sites to expand the list.

4. Click the plus [+] icon next to the Default Web Site to expand the list.

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5. Right-click the ConfPollerSiteV9_0 icon, and click Properties on the pop-up menu.

The ConfPollerSite9_0 Properties – Virtual Directory dialog box opens.

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6. Make sure that the MGC Web Site path is correctly selected in the Local Path box.

7. Click OK to confirm and exit the Properties dialog box.

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WebCommander Troubleshooting PageAnother tool that can be used to analyze the problems you may have with the installation is the troubleshooting page, which can be reached at the following address:Computer name or IP address/confsiteV9_0/ts/ts.htm

Use the Browser application, to display this page. If you are unable to display it, toggle between the computer name and the computer’s IP address. If you still cannot display the page, there may be a problem with the IIS. Try to open the page from within the IIS. If you do succeed doing so, the problem may be in the network itself, or you may have entered an incorrect IP address or computer name.

Figure 6-1: Troubleshooting page sample

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Login ErrorThe following error may be displayed after logging into the WebCommander Web site:

The table below describes possible causes for this message and recommended solutions:

Table 6-1: Possible causes for this message and recommended solutions

Reason for Error Message Solution

The user does not have permission to perform any action or view any aspect of the WebCommander site

Allow this user to access sections of the WebCommander site by modifying his/her user permissions. For more information, see the MGC Web Server Manager User’s Guide, Chapter 4.

The user performing the server installation does not have Registry Write access.

Log into the server as the administrator who has Registry Write access and reinstall the MGC Web Server.

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MGC WebCommander Configuration Tool

The WebCommander Configuration tool is automatically installed during the WebCommander Server Manager installation. This tool enables you to: • Set the language list from which the WebCommander user selects the

language(s) in which the WebCommander pages will be displayed • Set the default language of the WebCommander site• Set the color scheme for the various Web pages, such as the color of

the table rows, links, headings, body text, button color and menus• Replace the current logos and top banner with any given logo, such as

your company logo• Use any picture/file as the application background • Modify the HTML in the WebCommander pages• Add customized links to the MGC WebCommander pages

Prior to modifying the Web pages, it is recommended to plan the changes to be performed and make sure that only small graphic files are used (logos, background picture), preferably GIF or JPEG. Bitmap files may be used but they may slow the downloading of the Web pages.

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Starting the WebCommander Configuration ToolTo start the Configuration Tool:• From the Start – Programs menu, select MGC Web Manager Ver 9.0,

and then MGC WebCommander Configuration.

The WebCommander Configuration – Current Web Settings – Login Page window opens.

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Customizing the WebCommander Web SiteThe following sections describe how you can customize the colors, icons and language of the WebCommander Web site.

The Login Page TabThe parameters in the MGC WebCommander Configuration – Current Web Settings – Login Page window affect the general behavior of the MGC WebCommander site.

Main Frame Background, Button Background and Text Colors

The colors of the following components may be modified:

• Main Frame Background - The background of the main box of the Login page

• Button Background - The background of the left frame of the Login page, behind the language buttons

• Text Color - The color of the text in the middle of the page (“Please enter your username and password”)

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To select the Main Frame Background, Button Background and Text Color:1. Click the Pick button next to the item to modify.

The Color dialog box opens.

2. Select a color from the Basic Colors or the Custom Colors palette (if

custom colors were previously defined), or you can create a color using one of the following methods:

— Click anywhere in the Color box. The cross-hair indicates the selected color.

— Enter the values for the color in the Hue, Sat, Sum, Red, Green or Blue boxes:• Red/Green/Blue – The higher the value, the more Red/Green/

Blue the color contains. Enter a number between 0 to 255 to adjust the amount of Red/Green/Blue in the color. The higher the value, the more Red/Green/Blue the color contains.

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• Hue – The color itself. Enter a number from 0 to 255 or drag the cross-hair horizontally.

• Saturation – The intensity of the color. The higher the number, the more intense the color. Enter a number from 0 to 255 or drag the cross-hair vertically.

• Luminance – The brightness of the color or the amount of black and white added to the color. Enter a number from 0 to 255 or drag the slider on the vertical color bar.

• The Color/Solid box displays the color selected in this dialog box.

• Once the custom color is selected, you can add it to the Custom Colors palette for future use by clicking the Add to Custom Colors button.

• Click OK to confirm and return to the MGC WebCommander Configuration – Current Web Settings – Login Page window.

The changes in the background and text colors can be seen in the Preview box.

MGC WebCommander Languages

The WebCommander pages can be displayed in different languages: English, French, German, Japanese, Chinese, Portuguese, Norwegian, Spanish, Russian and Italian. When accessing the MGC WebCommander Login page, the user selects the language to in which the MGC WebCommander pages will be displayed.

The default language in which the Login page will be displayed is also selected.

To define the languages available for selection: • In the Languages pane, select the check box(es) next to the languages

to be available for selection in the Login screen.

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To select the default language in which the Login page will be displayed:• In the Default list, select the desired default language.

Images and Text

Images, such as logos and icons, and free text can be added to the Login window. Images and text are added as the last entry, after existing images and text at the top of the page. The User Name and Password text fields will appear further down on the page. The language buttons remain on the left side of the window at the same height, regardless of the images/text that is added.

If the user in the WebCommander browser selects a language other than the default language, a cookie will remember this language – the next time the Login window is opened, the previously selected language appears.

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To add an image:1. In the Images/Text box, click Add Image.

The Select Image dialog box opens.

2. Select the image to be added by indicating its path and name using the standard Windows conventions.

3. In the Dimensions and Alignment – Height and Width fields, enter the size of the file in pixels. If the picture is larger than the specified size, the system scales down the picture by disregarding the extra pixels. If the picture is smaller than the specified size, the system enlarges the picture by duplicating pixels. When enlarging or reducing the image size, the quality of the image may be affected.

4. In the Dimensions and Alignment – Alignment field, select the alignment of the picture relative to the screen margins. From the drop-down box, select Left, Center, or Right.

To add text:1. In the Images/Text box, click Add Text.

The Add Text dialog box opens.

2. Enter the text to appear on the Login window.

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3. In the Alignment box, select the alignment of the text relative to the screen margins. From the drop-down box, select Left, Center, or Right.

4. In the Size box, select the size of the text from the drop-down box.

5. Click OK.

To erase all the images and text entries in the Login window:• In the Images/Text box, click Delete All.

HTML Editing

The HTML that appears in the Login window, to the right of the language buttons and above the Login and Password fields, can be edited.

Only users familiar with HTML should utilize this tool. If you are not familiar with HTML, images and free text can still be added. Refer to the previous section: Images and Text.

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To edit the HTML:1. In the Images/Text box, click Edit HTML.

The Edit HTML box opens.

2. Edit the HTML and click OK.

Background Image

A picture can be added as the background of the Login window. By default, no background is selected.

To add a background image:1. In the Background Image box, click Browse.

The Select Image dialog box opens.

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2. Select the image to be added by indicating its path and name using the standard Windows conventions.

3. The picture is added to the top left corner of the window. Therefore, make sure that the image is large enough to fill the window in the designated screen resolution. For example, if you expect the users to view the Web pages in a resolution of 1024 x 768, make sure that the file contains at least this number of pixels in the height and width respectively.

To delete the background image and use a solid color as the background: • In the Background Image box, click No Background Image.

Link

You can add links to other pages in the site or to other sites on the Internet.

To add a link:1. In the Link box, click Select.

The Choose link dialog box opens.

2. In the URL box, enter the URL of the destination site/page.

3. In the Shown Text box, enter the name or description of the destination site/page.

4. Click OK to add the link to the Login window.

To remove a link:• In the Link box, click Delete Link.

It is recommended to use GIF, JPEG, or PNG images, as they are smaller in file size.

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The General Settings TabThe following sections describe the various parameters that can be configured in the MGC WebCommander Configuration – Current Web Settings – General Settings window. These parameters are used to set the color scheme for all windows, as well as the colors of the title, commanded buttons (Microsoft Internet Explorer only) and links.

Top Banner

In this box a picture can be added as the top banner that appears on all pages. Selecting another picture replaces the default picture. If no picture is added, the default picture is displayed. If the top banner is deleted, no picture is displayed. The picture can be in any graphic format.

To select the top banner:1. In the Top Banner box, click Browse.

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The Select image dialog box opens.

2. Select the desired image and indicate the height of the image (in pixels) in the Height box. Click Open. The image is added as the top banner.

To delete the Top Banner:• In the Top Banner box, click Delete Banner.

The picture (including the default picture) is deleted.

Buttons - For Internet Explorer users only

In this box the following colors are defined:• The background color (shading) of the command buttons• The text color of command buttons For a detailed description of the color definition procedure, see page 7-4.

If the image added is too wide or narrow for the specified height, the picture’s size might need to be modified.

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Colors

In this box the following colors are defined:• The background color of all general windows• The body text color of all general windows• The text color of the page title that appears on the top of each Web

pageFor a detailed description of the color definition procedure, see page 7-4.

Links

In this box you define the color of the link when selected. For a detailed description of the color definition procedure, see page 7-4.

Background Image

In this box a picture can be added as the background of all general windows. By default, no background is selected.For a detailed description of this procedure, refer to page 7-9.

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The Pop-up Windows TabThe following sections describe the various parameters that can be configured in the MGC WebCommander Configuration – Current Web Settings – Pop-up window. These parameters are used to set the background and text color of pop-up dialog boxes, messages and windows.

ColorsIn this box the following colors are defined:

• The color of the Filter pop-up window• The color of the conference Start and Reservation Recurrence windows • The color of the Add Participant window• The color of the New Participant Page window used for adding

participants to New Meetings or On Going conferences• The color of pop-up windows that are accessed from On Going

conferences, such as Video Layout and Lecture Mode For a detailed description of the color definition procedure, see page 7-4.

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The Parties Lists TabThe participant templates stored in the database can be viewed in a table format. The participants assigned to a reservation template or to an ongoing conference are also listed in table format. The following sections describe the various parameters that can be configured in the MGC WebCommander Configuration – Current Web Settings – Parties Lists window. These parameters are used to set the color scheme for the tables listing the Participants templates, including the background color and text of the rows.

Title Bar

In this box the following colors are defined:• The background color (shading) of the heading row• The text color of the heading row For a detailed description of the color definition procedure, see page 7-4.

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Rows

In this box the following colors are defined:• The background color (shading) of the table rows - all rows can be the

same shade, or alternate between rows• The text color of the table rows For a detailed description of the color definition procedure, see page 7-4.

The Main Menu TabThe following sections describe the various parameters that can be configured in the MGC WebCommander Configuration – Current Web Settings – Main Menu window.

These parameters are used to set the color scheme for the Main Menu box, the New Meeting window, the On Going Conferences List window, the Meeting Rooms List window and Gateway Sessions List window. In addition, you can add links to other Web pages/site and add a logo (image).

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Colors

In this box the following colors are defined:• The background color of the window• The body text color of the windowFor a detailed description of the color definition procedure, see page 7-5.

Left Links

In this box the following colors are defined:• The highlight color of the links on the left side of the window For a detailed description of the color definition procedure, see page 7-5.

Buttons - for Internet Explorer users only

In this box the following colors are defined:• The background color (shading) of the command buttons• The text color of command buttons For a detailed description of the color definition procedure, see page 7-5.

Lists

The reservation templates and the On Going conferences are listed in a table format. In this box the following colors are defined:• The background color (shading) of the title row• The text color of the title row For a detailed description of the color definition procedure, see page 7-5.

Rows

The reservation templates and the on-going conferences are listed in a table format. In this box the following colors are defined:• The background color (shading) of the table rows - all rows can be the

same shade, or alternate between rows• The text color of the table rows For a detailed description of the color definition procedure, see page 7-5.

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Logo

In this box, logos and other images are added to the Main Menu window. The images are added as the last entry, after existing images, at the top of the page. For a detailed description of this procedure, refer to “Images and Text” on page 7-6.

Link

This box enables you to add links to other Web pages or sites. Refer to “Link” on page 7-10.

The Meeting Director TabThe following sections describe the various parameters that can be configured in the MGC WebCommander Configuration – Current Web Settings – Meeting Director window. These parameters are used to set the color scheme for the Meeting Director window (displayed when monitoring an ongoing conference) in the MGC WebCommander site.

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MenuIn this box the following colors are defined:• The background color (shading) of the menu bar• The color of the menu titles For a detailed description of the color definition procedure, see page 7-5.LinksIn this box select the color of the link, when the cursor is placed on top of it. For a detailed description of the color definition procedure, see page 7-5.ColorsIn this box the following colors are defined:• The background color of the window• The body text color of the windowFor a detailed description of the color definition procedure, see page 7-5.

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The Meeting Scheduler TabThe parameters in the MGC WebCommander Configuration – Current Web Settings – Meeting Scheduler window are used to set the color scheme for the Meeting Scheduler window. The Meeting Scheduler is used to define/edit conference parameters and to add participants to a conference.

Menu

In this box the following colors are defined:• The background color (shading) of the menu bar• The color of the menu titles For a detailed description of the color definition procedure, see page 7-5.

Links

In this box select the color of the link, when the cursor is placed on top of it. For a detailed description of the color definition procedure, see page 7-5.

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Colors In this box, the following colors are defined:• The background color (shading) of the Reservation definition dialog

boxes• The color of the selected tab (reservation or participant definition

tabbed dialog box) – the color is used to highlight the selection• The color of the other, non-selected tabs• The color of the text (field names) displayed in the right boxFor a detailed description of the color definition procedure, see page 7-5.

The Reservations (Calendar) TabThe parameters in the MGC WebCommander Configuration – Current Web Settings – Reservations (Calendar) window are used to set the color scheme for the Calendar window in the MGC WebCommander site.

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Menu

In this box the following colors are defined:• The background color (shading) of the menu bar• The color of the menu titlesFor a detailed description of the color definition procedure, see page 7-5.

Links

In this box select the color of the link, when the cursor is placed on top of it. For a detailed description of the color definition procedure, see page 7-5.

Backgrounds

In this box the following colors are defined:• The background color (shading) of the menu bar• The background color (shading) of the calendar boxFor a detailed description of the color definition procedure, see page 7-5.

Calendar

In this box the following colors are defined:• The color of the reservation text• Title Bar

— Background color— Text color

• Relevant Dates— Background color— Text color

• Other Dates— Background color— Text color

• Weekly/Daily View— Background color of the reservation box in the weekly and daily

view— Text color of hour indicators

For a detailed description of the color definition procedure, see page 7-5.

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A

Appendix A: Secure Mode Environment Settings

You can configure the WebCommander application to be used in a Secure Mode. In Secure Mode all communications between the WebCommander components (WebCommander sites, WebCommander client, Server Manager application, OperServ, WAM and MCUs) are encrypted and authenticated.

The Secure Mode can be configured during the installation process or by switching the existing configuration from non-Secure Mode to Secure Mode.

Working in Secure Mode entails:• All WebCommander sites are configured to work with SSL/TLS• All WebCommander sites are configured to work only with "Integrated

Windows Authentication"• The Personal Scheduler application is disabled• NT Authentication is required to access the Server Manager application• All communication between application Server and MCUs is

automatically secured

• MCU passwords in database are encrypted

The Personal Scheduler plug-in for Outlook that is used for scheduling conferences is disabled when working in Secured Mode as Personal Scheduler port is closed (default port is 5005).

The encryption of MCU passwords in the database depends on the operating system installed in the server:• Windows 2003 Server implements AES encryption• Windows NT and Windows 2000 implement 3DES encryption

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• Adding MCUs and updating MCU passwords require a special permission

The Secure Mode is indicated by a lock icon that appears in the right corner of the Status bar of the Web Server Manager application.

Secure Mode indication

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Secure Mode Prerequisites Prior to setting the WebCommander to Secure mode, the MCU, IIS, SQL Database and DCOM must use secure encryption as follows:• MCU - requires the installation of SSL/TLS certificate, setting the MCU

port to Secured Port (port 443) and Secured mode and setting the appropriate system.cfg flags. For more information, see page A-5.

• Application Server (where the IIS, OperServ and WAM servers reside) - requires the installation of SSL/TLS certificate. This is done using the IIS. For more information, see “IIS Server - SSL/TLS Certificate Verification” on page A-3.

• SQL Server (if using the SQL Database) - requires the installation of SSL/TLS certification and enabling the Force Protocol Encryption option. If the SQL Server is installed on the same server as the IIS (which is not recommended), only one SSL certificate is required (the one used for the IIS). For more information, see “Database Security Settings” on page A-4.

IIS Server - SSL/TLS Certificate VerificationTo ensure that the SSL/TLS certificate has been installed on the IIS:1. Click Start ->Settings ->Control Panel ->Administrative Tools

->Internet Information Services (IIS) Manager.

The Internet Information Services window opens.2. Expand the Server name list.

3. Right-click the Default Web Site icon and then click Properties.The Default Web Site Properties dialog box opens.

4. Click the Directory Security tab, and then click View Certificate.

5. Verify that the system indicates that the certificate is valid.

6. Click OK and close the dialog box.

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Appendix A: Secure Mode Environment Settings

Database Security SettingsIf an SQL database is used with the WebCommander, in addition to the installation of the SSL/TLS certificate, it must also be set to Secure Mode by selecting the Force Protocol Encryption option.

Enabling the Secure Mode:

1. On the Start - Programs menu, click Microsoft SQL Server, and then click Server Network Utility.The SQL Server Network Utility dialog box opens.

2. Click the Force protocol encryption check box.

The connections to the SQL Server will be secured using SSL.3. Click OK.

When using an Access database or an external database the connection between WebCommander and the database is not secure.

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MCU SSL (Secure Socket Layer)/TLS Configuration

SSL (Secure Socket Layer) enables secure HTTP connection on MCU’s with XPEK Operating Systems.SSL Certificate is required to enable SSL-level security for the MCU’s connection to external applications. SSL uses a third party, that is the Certificate Authority, to identify HTTP transactions and secure them using the HTTPS protocol.The SSL certificate must be obtained on first connection to the MCU.

To obtain the SSL certificate:1. Connect to the MCU.

2. Right-click the unit’s icon or name, and then click Create SSL Certificate Request.

The dialog box opens where you can enter data for the request and apply. 3. Fill in the following information:

Enter complete information, as all fields are mandatory for the request.4. Click Apply.

The new certificate request appears in the details box.

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5. Click Copy, then click Close. Alternatively, for a previously defined MCU for which SSL has been obtained before, click Get to get the latest certificate request from the MCU.

6. In the browser, access your preferred certificate authority (for example, http://www.thawte.com and select from the quick login box: Certificate Status), paste the certificate request from MCU and submit.

Table A-1: SSL Certificate Request - Required Information

Field Description

Country Enter any 2 letter code for the country name.

State or Province Enter the full name of the state or province.

Locality Enter the full name of the town/city/location.

Organization Enter the full name of your organization for which the certificate will be issued.

Organizational Unit Enter the full name of the unit (group or division) for which the certificate will be issued.

Common Name (DNS/IP)

Enter the DNS or the IP address of the MCU.

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The authority issues the SSL certificate, and sends the certificate to you by E-mail.

7. When the E-mail with the certificate arrives from the authority, select the text and click Copy.

8. Back in the MGC Manager application, right-click the MCU’s icon and click Send SSL Certificate.

The Send SSL Certificate dialog box opens.9. Paste the certificate’s text in the Send SSL certificate window.

10. Click Send.The MCU validates the certificate.

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— If the certificate is not valid, the following message appears:

— If the certificate matches the private key, and the task is completed, a message informs you that the certificate was created successfully.

11. Reset the MCU.The system has access to the SSL-secured port 443.

To enable a Mandatory and Secure connection for the MCU:1. Before connecting the MCU, right-click the MCU icon and click MCU

Utils, then click Edit “system.cfg”.The SysConfig dialog box opens.

2. In the GENERAL section, set the following flags to:

— SECURED_PORT_MANDATORY_FOR_API=YES— SECURED_PORT_MANDATORY_FOR_FILE=YES— PREFERRED_SECURED_PORT=443

3. Click OK and then reset the MCU.

4. Right-click the MCU icon and then click Properties.

The Properties dialog box opens.

5. Click Advanced.

Do not connect to the MCU. When you right-click the MCU, the MCU should be disconnected and the icon appear grey.

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6. Select the Secured check box to enable mandatory security.

7. Ensure that the Automatic Discovery option is deactivated (clear the check box).

8. The Port Number box is enabled, enter port 443 as the Port Number.

9. Click OK.

10. Connect to the MCU.When reconnected, the MCU uses the secured port.

After reconnecting, it is recommended to change the login password.

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— The HTTPS protocol is indicated in the Connections list Protocol column under the MCU Configuration icon. Port 443 and the Secured (the lock) icon are indicated in the MGC Manager window’s status bar.

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Secure Mode ImplementationThe Secure Mode can be implemented in the WebCommander in the following ways:• New installation

The following operations are performed:— Selecting Secure Mode during the Installation of the

WebCommander application. For more details, see “Installation Setup” on page A-12.

— Verifying that the appropriate security settings were performed. For details, see “Verifying the Secure Mode Settings” on page A-15.

— DCOM Config. For details, see “DCOM Configuration” on page A-19.

— Set the working database as Global default so NT Authenticated users can be added to it Users table.

— It is recommended to set the default user Permissions to lower permissions and enable the permission add MCUs to the database or update the MCU passwords. All users that are automatically added to the WebCommander Users list will inherit this permission. For details, see “Permissions Setting” on page A-27.

• Upgrading an existing installationInstall the new version in non-secure mode and then switch the installation to Secure Mode as described in "Switching a non-secured installation to Secure Mode"

• Switching a non-secured installation to Secure ModeThe following operations are performed:— In the Server Manager application, change the security settings in

the Web Configuration dialog box. For details, see “Modifying the Security Settings in the Web Server Manager” on page A-13.

— Verifying that the appropriate security settings were performed. For details, see “Verifying the Secure Mode Settings” on page A-15.

— DCOM Config. For details, see “DCOM Configuration” on page A-19.

— If instructed by the system, manually update the MCU passwords to encrypt them. For details, see “Manually Updating the MCU Password” on page A-26.

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— Set the working database as Global default so NT Authenticated users can be added to it Users table.

— It is recommended to set the default user Permissions to lower permissions and enable the permission add MCUs to the database or update the MCU passwords. All users that are automatically added to the WebCommander Users list will inherit this permission. For details, see “Permissions Setting” on page A-27.

Installation SetupWhen the Secure Mode option is selected during system installation, all the requires security configuration are automatically performed by the system. This procedure should be performed only with new WebCommander installation. During the installation process, in the installation wizard: • In the Security Configuration window, select Secure Mode and then

click Next.

The Information dialog box opens indicating that the database must be configured to Secure Mode (if you have not done so prior to the WebCommander installation).

• Click OK to continue and complete the installation.

If you are upgrading from a non-secured installation, leave this check box cleared to install the new version in non-Secure Mode. Once the installation is complete, change the WebCommander security settings using the Server Manager application.

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Modifying the Security Settings in the Web Server ManagerPerform this procedure to switch from non-Secure Mode to Secure Mode.

To enable the Secure Mode:1. Access the MGC Web Server Manager.

2. On the Options menu, click Web Configuration.

The Configuration dialog box opens.3. Click the Secure Mode check box.

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Once you select this check box, the system displays a message listing the operations that will be performed when the WebCommander application is switched to Secure Mode.

4. Click OK to confirm. If you select Cancel, the system will clear the Secure Mode selection.If OK is selected, the Encryption Key Path field is enabled and the Automatically add authenticated Windows users to WebCommander Users list option is automatically selected and cannot be cleared.

5. In the Encryption Key Path field, click the Browse button and select the folder to save the encryption key used to encrypt the MCU passwords in the database.

6. Click OK.

At this point, the system performs the following operations:— Updates all the WebCommander sites (ConfSite, ConfpollerSite,

WebCommander and Linked WebCommander) to work with SSL and integrated Windows authentication, while cancelling the anonymous access option.

— Encrypts the MCU passwords in the database. If this operation fails, the MCU passwords must be manually re-entered to encrypt them.

— Stops and then starts the WebCommander services: Operserv, WAM and KeepAlive.

— Disconnects all the MCUs.Once the system is restarted the MCU must be reconnected.

— This process takes about 10 seconds and at the end a confirmation message is displayed.

7. Click OK. The system restarts and the user is automatically logged into the system.

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Verifying the Secure Mode SettingsYou can verify that the system performed the required changes in the security settings of the server and the OperServ by performing the procedures described next. These procedures are optional and can be skipped.

IIS Server Security Setting Verification

To ensure that the IIS Security Settings were enabled:1. Click Start ->Settings ->Control Panel ->Administrative Tools

->Internet Information Services (IIS) Manager.

The Internet Information Services window opens.2. Expand the Server name list.

3. Right-click the Default Web Site icon and then click Properties.The Default Web Site Properties dialog box opens.

4. Click the Directory Security tab.

5. In the Anonymous access and authentication control box, click the Edit button.

6. Verify that the Anonymous access option is cleared and the Integrated Windows authentication option is selected and then click OK.

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7. In the Secure Communications box, click the Edit button.The Secure Communications dialog box opens.

8. Verify that the following check boxes are selected:

— Require secure channel (SSL)— Require 128-bit encryption

9. Click OK and then close the WebCommander Properties dialog box.

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OperServ Security Settings Verification

In Secure Mode, OperServ is set to the highest authentication level of Packet Privacy.

To verify the OperServ security settings:1. Click Start ->Run.

The Run dialog box opens

2. In the Open field, type dcomcfng and click OK.

3. Access the OperServ properties.

a. In Windows 2000 server and Windows NT server, the Distributed COM Configuration Properties dialog box, click OperServV9_0 and then click the Properties button.

The OperServ9_0 Properties - General dialog box opens.

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b. In Windows XP server and Windows 2003 Server, in the Component Services window, click Computers -> My Computer -> DCOM Config.

— Right-click OperservV9_0 and then click Properties.The OperServ9_0 Properties - General dialog box opens.

4. Verify that Packet Privacy is selected in the Authentication Level field.

5. Click OK.

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DCOM Configuration To grant various access rights to Windows authenticated users when using Web Server Manager Client and WebCommander Client, you must modify the properties of the OperServ and WAM services.

OperSrv Configuration for NT Authentication

1. Click Start ->Run.The Run dialog box opens

2. In the Open field, type dcomcfng and click OK.

3. Access the OperServ properties.

a. In Windows 2000 server and Windows NT server, the Distributed COM Configuration Properties dialog box, click OperServV9_0 and then click the Properties button.

The OperServ9_0 Properties - General dialog box opens.

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b. In Windows XP server and Windows 2003 Server, in the Component Services window, click Computers -> My Computer -> DCOM Config.

— Right-click OperservV9_0 and then click Properties.The OperServ9_0 Properties - General dialog box opens.

4. Click the Security tab.

5. In the Launch and Activation Permissions pane, select Customize and then click the Edit button.

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The Launch Permission dialog box opens.6. Click the Add button.

The Select Users, Computers or Groups dialog box opens.

7. Click the Locations button.The Locations dialog box opens.

8. Select the local computer name.

9. Click the Advanced button.

10. Click the Find Now button.A list of users is displayed.

11. Select the Authenticated Users group and click OK.

The selected Group is added to the Launch Permission dialog box, in the Group or user names list.

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12. Set the permission to Allow - Local launch, Allow - Local Activation, Allow - Remote Launch and Allow - Remote Activation.

13. Click OK.

14. In the Security tab, set Access Permission to Customize and click the Edit button.

15. Repeat steps 6 to 13 performed for Launch Permission also for Access Permission.

16. At the end of the procedure, click OK to close the Properties dialog box.

Do not close the Distributed COM Configuration Properties dialog box (Windows NT) or the Component Services window, in which the DCOM Config services are listed as you will need it for the next procedure.

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WAM Configuration for NT Authentication

1. Access the WAM properties.

a. In Windows 2000 server and Windows NT server, the Distributed COM Configuration Properties dialog box, click WAM and then click the Properties button.The WAM Properties - General dialog box opens.

b. In Windows XP server and Windows 2003 server, in the Component Services - DCOM Config list, right-click WAM and then click Properties.

The WAM Properties - General dialog box opens.2. Click the Security tab.

3. Repeat steps 5 to 11 in the "OperSrv Configuration for NT Authentication" procedure.

4. In the Permissions for Authenticated Users pane, set the permission to Allow - Local Launch and Allow - Local Activation.

5. Click OK to close the Properties dialog box.

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Appendix A: Secure Mode Environment Settings

Allowing Connecting/Starting the Application Server (OperSrv) from Server Manager Clients

Windows 2003 server1. In the server computer, right-click the My Computer icon and then click

Manage.

2. Expand the System Tools tree.

3. Expand the Local Users and Groups tree

4. Click the Groups folder to display its list.

5. Right-click the Distributed COM Users group and click Properties.

6. Click the Add button.The Select Users, Computers or Groups dialog box opens.

7. and add the user or users' group to this group.

8. Click the Locations button.The Locations dialog box opens.

9. Select the local computer name.

10. Click the Advanced button.

11. Click the Find Now button.A list of users is displayed.

12. Select the Authenticated Users group and click OK.The selected Group is added to the Distributed COM Users group in the Group or user names list.

13. Click OK.

The "Distributed COM Users" group exists only from Windows 2003 server. For Windows NT server and Windows 2000 server, it is recommended to create a new domain’s user group for remote Server Manager Clients, and add the group once to the Groups list instead of adding users one by one. For more details, see “Creating a Group and granting permissions to the group in Windows NT server and Windows 2000 server” on page A-25.

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Creating a Group and granting permissions to the group in Windows NT server and Windows 2000 server1. In the server computer, right-click the My Computer icon and then click

Manage.

2. Expand the System Tools tree.

3. Expand the Local Users and Groups tree

4. Right-click Groups folder and then click New Group.The New Group dialog box opens.

5. Click the Add button and add the required users to this group.

6. Click OK.

7. Click Start ->Run.The Run dialog box opens

8. In the Open field, type dcomcfng and click OK.

9. In the Component Services window, expand the Computers list.

10. Right-click My Computer and then click Properties.

11. Click the COM Security tab.

12. In the Access Permissions box, click the Edit Limits button.

The Access Permission dialog box opens.

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13. Click the Add button and add the group you have created to the list.

14. Set the group permissions to Allow - Local Access and Allow - Remote Access.

15. Click OK.You are returned to the COM Security tab.

16. In the Launch and activation Permissions box, click the Edit Limits button.

17. Click the Add button and add the group you have created to the list.

18. Set the group permissions to Allow - Local Access, Allow - Remote Access, Allow - Local Activation, and Allow - Remote Activation.

19. Click OK.

Manually Updating the MCU PasswordThis procedure must be performed when:• You have selected the Secure Mode option during the installation of

version upgrade. In such a case, passwords of MCU already defined in the database are not encrypted automatically and they must be re-entered to encrypt them.

• The system failed to automatically update the MCU passwords when switching to Secure Mode.

When adding or changing MCU passwords in Secure Mode, they are automatically encrypted by the OperSrv and stored in the database.

To re-enter the MCU password:1. In the Web Server Manager, expand the SQL database tree and click

MCU’s.The list of MCU’s appears.

2. For each MCU in the MCU list, right-click the MCU icon and click Properties.The MCU Properties dialog box appears.

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3. In the Password field, re-enter the password.The password is hidden by a series of asterisks (****).

4. Click OK.

Permissions SettingAny NT Authenticated user that is added to the WebCommander users list is automatically given default user's permission. When adding an MCU to the database or when modifying the MCU password in Secure Mode, the user must have a special permission to perform these operations.

To grant permission:1. In the Web Server Manager, expand the Database tree and click

Permissions.The Permission Properties dialog box opens.

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Appendix A: Secure Mode Environment Settings

2. Click the Settings2 tab.

3. Click the Allow remote Client access to Server Manager (Secure Mode) check box.

4. Click OK.

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Switching from Secure Mode to Non-Secure Mode

When reverting back to a non-secure mode, the following operations are performed:• In the Server Manager application, in the Web Configuration dialog box,

clear the Secure Mode check box.The system displays a message indicating the process that will be performed once the operation is confirmed.These operations include:— Restoring the IIS defaults (turning off SSL/TLS and NTLM

Authentication, and turning on Anonymous access)— Restarting all the WebCommander services — Enabling the Personal Scheduler application— Decrypting MCU passwords in ALL connected databases

• Once the process is complete, the Login dialog box is displayed and the user must enter the User Name and Password.

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Appendix A: Secure Mode Environment Settings

WebCommander Server Client InstallationWebCommander Server client installations cannot be switched from non-Secure Mode to Secure Mode and vice versa and must be re-installed.

To install the WebCommander Server Client in Secure Mode:• In the installation setup procedure, select the Secure Mode option.

• Select the name or IP of the WebCommander server. The server name must be identical to name for which the SSL/TLS certificate was issued (and installed on the server).

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