Polycom CMA System Getting Started Guide

4.1.0 | April 2009 | 3725-77602-001B

Trademark Information Polycom, the Polycom logo design, ReadiManager SE200, SoundStation, ViewStation, Vortex, and VSX are registered trademarks of Polycom, Inc. Global Management System, Instructor FS, iPower, PathNavigator,People+Content, People on Content, Polycom Converged Management Application (CMA), Polycom EagleEye, Polycom HDX 4000, Polycom HDX 7000, Polycom HDX 8000, Polycom HDX 9000, Polycom HDX 9001, Polycom HDX 9002, Polycom HDX 9004, Polycom MGC, Polycom RMX 1000, Polycom RMX 2000, Polycom RSS 2000, Polycom Video Border Proxy (VBP), PowerCam, SoundStructure, StereoSurround, and VS4000 are trademarks of Polycom, Inc. in the United States and various other countries. Allother trademarks are the property of their respective owners. Patent Information The accompanying product is protected by one or more U.S. and foreign patents and/or pending patent applications held by Polycom, Inc.

2009 Polycom, Inc. All rights reserved. Polycom, Inc. 4750 Willow Road Pleasanton, CA 94588-2708 USA No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Polycom, Inc. Under the law, reproducing includes translating into another language or format. As between the parties, Polycom, Inc., retains title to and ownership of all proprietary rights with respect to the software contained within its products. The software is protected by United States copyright laws and international treaty provision. Therefore, you must treat the software like any other copyrighted material (e.g., a book or sound recording). Every effort has been made to ensure that the information in this manual is accurate. Polycom, Inc., is not responsible for printing or clerical errors. Information in this document is subject to change without notice.

Contents

Contents
Polycom CMA System Server Setup
Collect Necessary Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Complete the First-Time Setup Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . 12 Unpack and Install the Hardware Components . . . . . . . . . . . . . . . . . . . . . 14 Configure the Polycom CMA System Server . . . . . . . . . . . . . . . . . . . . . . . 15

Polycom CMA System Software Setup

Log into the Polycom CMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Run the First-time Setup Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Complete the Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Polycom CMA System Technical Specifications

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About This Guide

This guide provides the first-time setup information you need to install and configure a Polycom Converged Management Application (CMA) scheduling and management system. Once youve installed the standard system, see Chapter 2 of the Polycom CMA System Operations Guide for additional configuration and customizing tasks you can perform. Documentation Resources In addition to this guide, the available documentation that describes the Polycom CMA system includes: Polycom CMA System Release Notes Polycom CMA System Deploying Visual Communications Administration Guide Polycom CMA System Operations Guide Polycom CMA System Web Scheduling Guide Polycom Scheduling Guide for Microsoft Outlook Polycom Scheduling Guide for IBM Lotus Notes

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

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1
Polycom CMA System Server Setup

This chapter describes the steps required to set up a Polycom Converged Management Application (CMA) system server and connect it to the network. Note
If you are installing a redundant Polycom CMA 5000 system configuration, perform all of the procedures in this chapter on both system servers.

Collect Necessary Materials

Before you install a Polycom CMA system, collect these materials: Polycom CMA System Release Notes Polycom CMA system server shipment Completed Site Survey and First-Time Setup Worksheet Computer with a serial or ethernet port

To connect to the Polycom CMA system server through an ethernet port, make sure you also have: A crossover cable OR A hub or a switch and two ethernet cables

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Complete the First-Time Setup Worksheet

Before you begin system setup, fill out the My System Values column of this worksheet. Note
In redundant system configurations, complete a First Time Setup Worksheet for each Polycom CMA system server.

Table 1-1

First-Time Setup Worksheet Factory-Set Default Value

Item System Information System name

My System Value

Description

POLYCOMCMA

NetBIOS name of the Polycom CMA system server. The name must be between 6 and 15 characters and can include dashes and underscores. Static, physical IP address for the Polycom CMA system server For redundant Polycom CMA 5000 system configurations only

System IP address System virtual IP address System subnet mask IP address of the default gateway server IP Address of the DNS server DNS Domain

192.168.1.254

255.255.255.0 192.168.1.1 192.168.1.1

Network subnet mask of the system server IP address of the gateway server IP address of the domain name server This is the DNS domain name suffix, for the network in which the domain name server and Polycom CMA system server reside. For example polycom.com, not the fully qualified path of <hostname>.polycom.com.

Current date Current time Time zone External Database Integration (Required for Polycom CMA 5000 systems) IP address or host name of database server Port IP address of the database server Port number of the server

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Polycom CMA System Server Setup

Table 1-1

First-Time Setup Worksheet (continued) Factory-Set Default Value

Item Name of database server instance User ID and password

My System Value

Description See your Microsoft SQL Server administrator Administrator account on the database server that the Polycom CMA system can use to access the database

Enterprise Directory Integration (Required for Polycom CMA 5000 systems) IP address or host name of enterprise directory server User ID and password Administrator account on the enterprise directory server that the Polycom CMA system can use to access the directory Fully qualified hostname of the domain controller for integrated Windows authentication" (for example, dc1.mydomain.com)

Domain controller name

Note
A domain controller administrator must provide credentials at installation or upgrade. Information Required for Polycom Customer Support Serial number License number

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Polycom CMA System Getting Started Guide

Unpack and Install the Hardware Components

The Polycom CMA system uses a Polycom-branded Dell PowerEdge 1950 server. To unpack and install the hardware: 1 2 3 Examine the Polycom CMA system shipping container for damage. Open and review the container packing slips. Open the containers and examine the contents for damage. If you find damage, file a claim with the delivery carrier. Polycom is not responsible for damage sustained during shipment of this product. Besides this Polycom CMA System Getting Started Guide, the Polycom CMA system server package includes these items: Polycom CMA system server Power cord and power cord retention brackets Rack-mount kit Serial cable Dell PowerEdge 1950 server documentation set 4 5 6 7 Unpack your system and identify each item. Keep all shipping materials in case you need them later. Read the Safety Instructions in theRack Installation Guide and then use the brackets provided to install the system in the rack. Connect the systems power cable(s) to the system. (Optional) Attach the power cord retention bracket on the right bend of the power supply handle. Bend the system power cable into a loop and attach to the brackets cable clasp. Repeat the procedure for the second power supply. Plug the other end of the cable into a grounded electrical outlet or separate power source such as an uninterrupted power supply (UPS) or a power distribution unit (PDU). Press the power button onthe system. The power indicators should light.

10 (Optional) Install the bezel.

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Polycom CMA System Server Setup

Configure the Polycom CMA System Server

You can configure the Polycom CMA system server through a serial port or ethernet port connection. This section gives the two connection procedures. To connect to the Polycom CMA system server through the serial port 1 2 Connect a computer to the Polycom CMA system server through the RS-232 serial port. Connect the Polycom CMA system server to the network. Note
You MUST connect to a live network to enable reliable configuration of the IP address. If you do not connect to the network now, the system IP address, DNS IP address, and default gateway will show 0.0.0.0.

3 4

Power on the computer and server and access the serial console and start a Hyperterm session. In the Properties dialog box, enter these values for port settings. Bits per second: 19200 Data bits: 8 Parity: None Stop bits: 1 Flow control: None

5 6

From the starting menu, enter (2) System Setup. Enter these values from Table 1-1, First-Time Setup Worksheet. a b c Select (1) Set DNS Server IP and Suffix and enter the DNS server IP address and primary DNS suffix. Select (2) Default Gateway IP and enter the default gateway IP address. Select (3) to enter the system name, IP address, and subnet mask. Note
In redundant system configurations, enter the physical IP address for the server.

Exit the console.

Go to Chapter 2, Polycom CMA System Software Setup.

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To connect to the Polycom CMA system through an ethernet port 1 Choose one of the following procedures: Connect the Polycom CMA system server (via the GB1 port) directly to an ethernet port on a computer through a crossover cable. Use ethernet cables to connect the Polycom CMA system server (via the GB1 port) and a computer to the same ethernet switch or hub. 2 3 Power on the computer and the Polycom CMA server . Record the original IP address and subnet mask of your local computer, so you can restore these values after completing system setup. Note
Use these steps for a Microsoft Windows XP operating system. If you have a different version of operating system, the steps may differ slightly.

4 5 6

From the Start menu, go to Control Panel > Network Connections > Local Area Connection Properties. Select Internet Protocol (TCP/IP) and click Properties. In the Internet Protocol (TCP/IP) Properties dialog box, enter these values from Table 1-1, First-Time Setup Worksheet. IP address: 192.168.1.250 Note
In redundant configurations, enter the physical IP address for the server.

Subnet mask: 255.255.255.0 Default gateway: Keep blank, or do not change. Preferred DNS server: Keep blank, or do not change. Alternate DNS server: Keep blank, or do not change. 7 Click OK and close the Internet Protocol (TCP/IP) Properties and Local Area Connection Properties dialog boxes.

Go to Chapter 2, Polycom CMA System Software Setup.

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2
Polycom CMA System Software Setup

This chapter describes the Polycom Converged Management Application (CMA) system software setup tasks. Notes
If you are installing a redundant Polycom CMA system configuration, perform the procedures in this chapter on both Polycom CMA system servers. If you plan to enable an Active Directory domain controller, you must have an administrator with administrative rights on the Active Directory server available during software set up.

Log into the Polycom CMA System

To log into the Polycom CMA system, you need: An internet browser Adobe Flash Player 9.0 or 10.0 The IP address of the Polycom CMA system server. See Complete the First-Time Setup Worksheet (Table 1-1 on page 1-2). Note
The Polycom CMA user interface is best viewed with an SXGA display resolution of at least 1280x1024 pixels. The minimum support display resolution is XGA 1024x768 pixels.

To log into the Polycom CMA system 1 Open a browser window and in the Address field enter the Polycom CMA system server IP address.

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Note
If you used the serial port configuration method, this is the IP address you configured at that time. If you connected using a crossover ethernet cable or via a local hub, this is the default address of the Polycom CMA system: 192.168.1.254.

If prompted to install the Adobe Flash Player, click OK. and follow the instructions provided by the installation wizard. If you receive a Security Alert, click Yes. 2 3 When the Polycom CMA system login screen appears, if necessary select a different Language. Enter the administrator Username and Password. The factory default is admin/admin. Note
Once youve completed the First Time Setup, you should change the default admin password.

Click Login. The Polycom CMA system First Time Setup wizard appears.

Run the First-time Setup Wizard

To run the First-time Setup Wizard: 1 Read the license agreement and click Accept to accept the terms and continue. When the Network page appears, the fields contain the network information you entered previously. Note
If you are using the direct ethernet configuration method, you must enter the information you recorded in Table 1-1 on page 1-2.

Make sure that the network information is correct and click Next. Note
If you change the IP address of the Polycom CMA system server, the system will reboot at this point.

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Polycom CMA System Software Setup

If you used the direct ethernet configuration method, connect the Polycom CMA system server to the production network. Note
You may also wish to revert the browsing computer back to its original configuration.

4 5 6 7 8

Wait 5 minutes for the system to completely reboot and then log into the Polycom CMA system again. From the System Time page, select the correct System Time Zone for the system. If necessary, check Auto adjust for Daylight Savings. Click the Use Current Time checkbox and set the current date and time. After you set the initial system date and time, we recommend synchronizing the system with an external NTP server. To do this: a b c Select Use External NTP Server Time Synchronization. Enter the IP address or fully qualified host name for the NTP server. Set the Minutes between synchronization attempts.

Note
If you set the system to use an external NTP server without first setting the current date and time, the system time may be wrong until the systems first synchronization.

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

10 To continue to use the default internal database for First Time Setup purposes, skip to step 12 on page 2-4. You can set up the external database after youve finished First Time Setup. Note
If you are installing a redundant Polycom CMA 5000 system configuration, leave both servers configured to use the internal database. You will point them to an external database later when you perform the redundancy configuration tasks in Chapter 2 of the Polycom CMA System Operation Guide.

11 To use an external Microsoft SQL database server in a single server configuration: a Refer to the Polycom CMA System Release Notes for Microsoft SQL Server requirements.

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b c d

Select the Use an external SQL Server database check box. Click Database Setup and download the Remote Database Setup Utility, DBSetup.exe, to your computer. Run the Remote Database Setup Utility and complete the information requested in the setup screens. Make sure you know the path to the Microsoft SQL server. If you use Microsoft Windows authentication, be sure the login ID has administrator privileges on the SQL server. If you use Microsoft SQL authentication, be sure the login ID is a member of the sysadmin role.

e f

Enter the database servers IP address, port number, and instance name (if necessary, otherwise leave it blank) in the Database page. Click Next. The system connects to the server, and when the operation completes, it reboots.

Wait 5 minutes and when the system completely reboots, log into the Polycom CMA system again. See Log into the Polycom CMA System on page 2-1. The Polycom CMA First Time Setup wizard reappears.

12 Click Next. The LDAP page appears. By default, the Polycom CMA system accesses an internal user database. A Microsoft Active Directory implementation of LDAP is required for the Polycom CMA 5000 system. 13 To continue to use the local directory for First Time Setup purposes, skip to step 15 on page 2-5. You can set up the integration with an enterprise directory after youve finished First Time Setup. 14 To integrate the Polycom CMA system with an external Active Directory server so that users can include enterprise groups, users, and rooms in their conferences: a b In the LDAP page, select Integrate with LDAP server. As needed, configure these settings on the LDAP page.
Description The IP address or fully qualified host name of the LDAP server

Setting LDAP Server IP Address or DNS Name

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Polycom CMA System Software Setup

Setting Domain\LDAP User ID

Description Domain and LDAP User ID for an account that the Polycom CMA system can use to access the LDAP server and retrieve group, user, and room information. This LDAP User ID must have read permissions so it can search the entire forest on the LDAP server. This LDAP User ID is automatically associated with the Polycom CMA system administrator role.

LDAP User Password Ignore Disabled AD users LDAP Exclusion Filter LDAP Search BaseDN

The password for the LDAP user account Check this field to have the Polycom CMA system ignore disabled enterprise users If necessary and you understand LDAP filter syntax, specify other types of user accounts to exclude If necessary and you understand LDAP filter syntax, specify the top level of the LDAP directory tree (referred to as the base DN) to search

15 To integrate the Polycom CMA system with an Active Directory domain controller for single-signon authentication: a b In the LDAP Server Setup screen, select Use Integrated Windows Authentication. Enter the fully qualified host name of the domain controller.

16 Click Next. If you choose to integrate the Polycom CMA system with an Active Directory domain controller, a dialog box appears prompting you to enter the credentials for the Active Directory administrator. Enter the required information. Note
These credentials are required to create a trusted machine account so that the Polycom CMA system can perform trusted passthrough authentication.

17 To exclude enterprise users from the Global Address Book, in the Global Address Book screen, clear Include all the Active Directory Users in the Global Address Book. 18 Click Next. If you changed settings on the LDAP Server Setup screen, the system reboots. If you didnt change any setting on the LDAP Server Setup screen, the First Time Setup Completed screen appears. Click Next to go to the Dashboard or Log Off to exit the application. You have finished the First Time Setup.
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Complete the Setup

Once youve finished First Time Setup, refer to Chapter 2 of the Polycom CMA System Operation Guide to perform these configuration tasks: If youre installing redundant Polycom CMA 5000 system servers, complete the procedures for configuring redundancy. This includes setting up the external database, entering the virtual IP address, and testing failover. Integrate the Polycom CMA system with an external Microsoft SQL database Integrate the Polycom CMA system with a Microsoft Active Directory enterprise directory Add licenses to your system Set up users, rooms, and devices Associate devices with users and rooms Schedule a test conference Set up client computers with Microsoft Internet Explorer and the Polycom CMA Desktop application, as required. Download the Polycom Scheduling Plugins for Microsoft Outlook and/or IBM Lotus Notes

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Polycom CMA System Technical Specifications

This chapter describes the Polycom Converged Management Application (CMA) system technical specifications.
Item Processor Processor Type Expansion Bus Bus Type Expansion slots via riser card: PCI-X Center and Left Risers or PCIe Center and Left Risers Memory Architecture PC2-4200 533MHz fully-buffered DIMMs with ECC protection, with two-way lockstep operation (PC2-5300 667 MHz fully-buffered DIMMs when available) Eight 240-pin 256 MB, 512 MB, 1 GB, 2 GB , 4 GB 512 MB (two 256-MB module) 32 GB Two full-height, half-length 3.3-V, 64-bit, 133-MHz or Two x8 lane width PCI-X, PCIe One or two dual-core Intel Xeon processors 5000 Sequence Description

Memory module sockets Memory module capacities Minimum RAM Maximum RAM

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Item Drives SAS or SATA hard drives or SAS hard drives

Description

Up to two 3.5-inch, internal, hot-plug, (optional) with backplane support or Up to four 2.5-inch, internal, hot-plug, (optional) with backplane support Optical drive One optional slimline IDE CD-ROM, DVD-ROM/CD-RW combination, or DVD-ROM NOTE: DVD devices are data only

Connectors Back NIC Serial USB Video Front Video USB Video Video type Video memory Power AC power supply (per unit) Wattage Voltage Heat dissipation Maximum in rush current 670 W 90264 VAC, autoranging, 47-63 Hz, 10.0 A (at 90 VAC) 2697 BTU/hr (maximum) Under typical line conditions and over the entire system ambient operating range, the inrush current may reach 55 A per power supply for 10 ms or less. Batteries System battery RAID battery (optional) CR 2032 3.0-V lithium ion coin cellA 4.1-V lithium ion battery pack ATI ES1000 video controller; VGA connector 16 MB of DDR SDRAM 15-pin VGA Two 4 pin, USB 2.0 compliant 15-pin VGA Two RJ-45 (for integrated 1-GB NICs) 9-pin, DTE, 16550-compatible

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Polycom CMA System Technical Specifications

Item Power AC power supply (per unit) Wattage Voltage Heat dissipation Maximum in rush current

Description

670 W 90264 VAC, autoranging, 47-63 Hz, 10.0 A (at 90 VAC) 2697 BTU/hr (maximum) Under typical line conditions and over the entire system ambient operating range, the inrush current may reach 55 A per power supply for 10 ms or less.

Batteries System battery RAID battery (optional) Physical Height Width Depth Weight (maximum configuration) Environmental Temperature Operating Storage Relative humidity Operating Storage Maximum vibration Operating Storage Maximum shock Operating Storage One shock pulse in the positive z axis (one pulse on each side of the system) of 41 G for up to 2 ms Six consecutively executed shock pulses in the positive and negative x, y, and z axes (one pulse on each side of the system) of 71 G for up to 2 ms 0.25 G at 3200 Hz for 15 min 0.5 G at 3200 Hz for 15 min 8% to 85% (noncondensing) with a maximum humidity gradation of 10% per hour 5% to 95% (noncondensing) 10 to 35C (50 to 95F) 40 to 65C (40 to 149F) 4.29 cm (1.69 in) 48.26 cm (19 in) 76.2 cm (30 in) 17.69 kg (39 lb) CR 2032 3.0-V lithium ion coin cellA 4.1-V lithium ion battery pack

Altitude Operating Storage 16 to 3048 m (50 to 10,000 ft) 16 to 10,600 m (50 to 35,000 ft)

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