[Type the document title] 7.3.0 | September 2013 | 3725-72104-001B ® ® Polycom RealPresence Resource Manager System Operations Guide Polycom Document Title 1 Trademark Information POLYCOM® and the names and marks associated with Polycom's products are trademarks and/or service marks of Polycom, Inc., and are registered and/or common law marks in the United States and various other countries. All other trademarks are the property of their respective owners. Patent Information The accompanying product may be protected by one or more U.S. and foreign patents and/or pending patent applications held by Polycom, Inc. © 2013 Polycom, Inc. All rights reserved. Polycom, Inc. 6001 America Center Drive San Jose CA 95002 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. ii Contents Getting Started 1 Polycom RealPresence Resource Manager Overview . 3 RealPresence Resource Manager System Features and Capabilities . 3 Polycom RealPresence Resource Manager System . 4 Minimum System Requirements . 5 Working in the RealPresence Resource Manager System . 5 Log Into the RealPresence Resource Manager System . 5 Field Input Requirements . 6 Filter and Search a List . 6 Managing Bandwidth . 8 Change a Password . 9 Log Out of the Polycom RealPresence Resource Manager System . 9 Restart or Shut Down a Polycom RealPresence Resource Manager System . 9 Emergency Shutdown of a Polycom RealPresence Resource Manager System . 10 2 System Configuration . 13 Add DNS SRV Record for RealPresence Resource Manager System Services 13 Configure the Connection to an External Enterprise Directory . 14 Configure Redundancy . 15 Set Up Site Topology . 15 Integrate with a Polycom DMA System . 15 Set Up Endpoint Management . 15 Scheduled Management of Endpoints (Polycom and Third-Party) . 16 Dynamic Management of Endpoints (Polycom Only) . 16 Set Up Conference Templates . 16 Set Up Directory Services . 17 Set Up a Certificate for the RealPresence Resource Manager System . 18 Distribute Polycom Applications . 18 Polycom, Inc. i Operations Guide Distribute Polycom CMA Desktop for Windows Systems . 18 Distribute Polycom CMA Desktop for MAC OS Systems . 20 Conference Scheduling 3 Conference Scheduling Overview . 25 Scheduling Participants and Endpoints . 25 Scheduler Roles . 26 Conference Types . 27 Future and Anytime Conferences . 27 Direct and Pooled Conferences . 28 Direct Conference . 28 Pooled Conference . 29 Scheduler Overview . 29 Conference Menu Overview . 30 Conference Menu and Views . 31 Conference Views—Future and Ongoing . 32 Conference Views —Anytime . 33 Conference States . 34 Context-Sensitive Conference Actions . 35 User Menu Overview . 35 User Menu and Guest Book . 36 Context-Sensitive Guest Book Actions . 36 Add a Guest to the System Guest Book . 37 Edit a Guest in the System Guest Book . 39 Delete a Guest from the System Guest Book . 40 4 Basic Conference Scheduling . 41 Schedule a Conference . 41 Schedule Future Conferences . 41 Schedule Anytime Conferences . 44 Copy an Existing Conference . 45 Add Conference Participants and Guests When Scheduling . 45 Add Conference Participants from a Directory . 46 Add Conference Participants from a Guest Book . 46 Add New Guest Participants . 47 Add Conference Rooms When Scheduling . 49 Edit a Conference . 50 Edit a Participant’s Settings . 51 ii Polycom, Inc. Contents Writing Conference Notes During a Conference . 52 View Scheduling Information for a Conference . 52 5 Advanced Conference Scheduling . 55 Edit Conference Settings . 55 Select a Bridge for a Conference . 60 6 Managing Conferences and Participants . 61 Manage an Active Conference . 61 Add Additional Participants to an Active Conference . 64 Add a Room to an Active Conference . 65 View the Video of a Participant in an Active Conference . 66 Join an Active Conference . 66 Add a Participant from a Favorites List to an Active Conference . 67 Add/Save a Participant to a Favorites List . 67 Manage a Participant’s Endpoint During a Conference . 68 View a Participant’s Details During a Conference . 69 Terminate an Active Conference . 72 Delete a Conference . 72 7 Conference and Participant Details Reference . 73 Conference Image . 73 Conference Details . 73 Conference Features . 76 Bridge (MCU) Features . 78 Participants . 78 Participant Details . 79 Endpoint Operations 8 Endpoint Operations . 83 Endpoint Management . 83 Scheduled Management of Endpoints (Polycom and Third-Party) . 83 Dynamic Management of Endpoints (Polycom Only) . 84 Endpoint Associations and Presence . 84 Endpoint Passwords . 85 Endpoint Menu, Views, and Lists . 85 Monitor View . 86 Polycom, Inc. iii Operations Guide Endpoint List in the Monitor View . 86 Actions in the Monitor View . ..