RealPresence Platform Director

Transcription

1 RealPresence CloudAXIS Suite Administrators Guide Software ADMINISTRATOR S GUIDE Software February Rev A RealPresence Platform Director Polycom, Inc. 1

2 Copyright 2014, Polycom, Inc. All rights reserved. No part of this document may be reproduced, translated into another language or format, or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Polycom, Inc America Center Drive San Jose, CA USA Trademarks Polycom, the Polycom logo and the names and marks associated with Polycom 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 property of their respective owners. No portion hereof may be reproduced or transmitted in any form or by any means, for any purpose other than the recipient's personal use, without the express written permission of Polycom. End User License Agreement By installing, copying, or otherwise using this product, you acknowledge that you have read, understand and agree to be bound by the terms and conditions of the End User License Agreement for this product. 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. Open Source Software Used in this Product This product may contain open source software. You may receive the open source software from Polycom up to three (3) years after the distribution date of the applicable product or software at a charge not greater than the cost to Polycom of shipping or distributing the software to you. To receive software information, as well as the open source software code used in this product, contact Polycom by at OpenSourceVideo@polycom.com. Disclaimer While Polycom uses reasonable efforts to include accurate and up-to-date information in this document, Polycom makes no warranties or representations as to its accuracy. Polycom assumes no liability or responsibility for any typographical or other errors or omissions in the content of this document. Limitation of Liability Polycom and/or its respective suppliers make no representations about the suitability of the information contained in this document for any purpose. Information is provided as is without warranty of any kind and is subject to change without notice. The entire risk arising out of its use remains with the recipient. In no event shall Polycom and/or its respective suppliers be liable for any direct, consequential, incidental, special, punitive, or other damages whatsoever (including without limitation, damages for loss of business profits, business interruption, or loss of business information), even if Polycom has been advised of the possibility of such damages. Customer Feedback We are striving to improve our documentation quality and we appreciate your feedback. your opinions and comments to DocumentationFeedback@polycom.com. Visit the Polycom Support Center for End User License Agreements, software downloads, product documents, product licenses, troubleshooting tips, service requests, and more. Polycom, Inc. 2

3 Contents About This Guide... 6 Conventions Used in this Guide... 6 Terms and Writing Conventions... 6 Information Elements... 7 Typographic Conventions... 7 What s in this Guide?... 8 Help and Technical Support... 9 Polycom Support... 9 Reference Documentation Documentation Feedback Getting Started RealPresence Platform Director Requirements Hardware Requirements Data Center Requirements Software License Requirements Web Browser Requirements RealPresence Platform Director Architecture RealPresence Platform Director Description RealPresence Platform Software Description RealPresence DMA, Virtual Edition RealPresence Resource Manager, Virtual Edition RealPresence Collaboration Server,Virtual Edition RealPresence Access Director, Virtual Edition RealPresence CloudAXIS Suite Services Portal RealPresence CloudAXIS Suite Experience Portal RealPresence Platform Director Deployment Deploy the RealPresence Platform Director Access RealPresence Platform Director Troubleshoot the FQDN Manage Your Account Credentials Edit Your Profile Change Your Password Sign Out Home Page RealPresence Platform Director Dashboard Summary Most Used Service Groups Critical Alarms Instances with Critical Alarms Polycom, Inc. 3

4 System Page Providers Add a Provider Edit a Provider Delete a Provider Zones Add a Zone Edit a Zone Resource Groups Delete a Zone Image Repository Add an Image Edit an Image Delete an Image Service Page Instances Create an Instance Add an Existing Software Instance Add a Hardware Instance Edit an Instance Delete an Instance Service Groups Create a Service Group Edit a Service Group Configure Instances in a Service Group Delete an Instance from a Service Group User Management Page Users Add a User Edit a User Reset a User Password Delete a User Monitoring Page Alarms Threshold Settings Page Platform Settings Date and Time Certificates Logs Migrate Software Polycom, Inc. 4

5 Configure SMTP Activate Licenses Proxy Settings Application Settings Monitoring Settings Configure RealPresence PlatformDirector SNMP Settings Troubleshooting Deployment Management Restricted Shell Introduction Usage Use Case: Accessing the restricted shell Use Case: Change system hostname Use Case: Log collection Use Case: Copying the generated logs to a different server Use Case: Access log files Use Case: Changing password of the 'caxis' user Use Case: Configure system NTP settings Use Case: Quick sync system date-time with a specific NTP server Use Case: Show product version Use Case: Regeneration of certificates Use Case: Change system timezone Use Case: Restarting services Use Case: Set System Date time Use Case: View System Network information Use Case: System Network configuration is already set to use DHCP Use Case: Enabling DHCP in a machine where DHCP is not enabled Use Case: Configuring Static IP address in a system where DHCP is in an 'Enabled' state Use Case: Configuring Static IP address in a system where DHCP is in a 'Disabled' state Use Case: Configuring Static IP address in a system where DHCP is in a 'Disabled' state with the currently assigned IP address Use Case: Attempting to configure manual DNS settings while DHCP is enabled in the system Use Case: Using invalid network values Use Case: Using an IP that is already assigned to another machine in the same network Use Case: Reboot system Use Case: Exit restricted shell Use Case: Login timeout: Third-Party Software Polycom, Inc. 5

6 About This Guide This administrators guide uses a number of conventions that will aid you in understanding the purpose, functions, and capabilities of the Polycom RealPresence Platform Director. Conventions Used in this Guide This administrators guide contains terms, graphical elements, and typographic conventions. Familiarizing yourself with these terms, elements, and conventions will help you perform RealPresence Platform Director tasks. Terms and Writing Conventions This administrator s guide contains various Polycom and telecommunications industry terms and acronyms, graphical icons and elements, and typographical conventions. Understanding these conventions will help you perform RealPresence Platform Director tasks. The following terms and acronyms are found in this administrator s guide: Apache Tomcat An open source web server and application container to run the Services Portal application. FQDN Fully Qualified Domain Name. Example of an FQDN: dma.example.com Image RealPresence Platform subcomponents are provided as OVA files which are uploaded to RealPresence Platform Director as images to create product instances. nginx An HTTP server used to render static content and delegate requests to Apache Tomcat NTP Network Time Protocol Server. The NTP server sets the time and date settings for the Services Portal Provider Providers supply the RealPresence Platform Director with a virtualized infrastructure for creating instances. VMware and OpenStack are currently the only available Providers. Resource Group A group of computer,storage,network resources used to deploy instances. The group available in a Zone. Service Group An organized collection of VMs and different Instances to define a video collaboration suite. vcenter VMware s virtualization platform used to deploy and manage the RealPresence Platform Director, RealPresence Platform components, and RealPresence CloudAXIS Suite components Virtual Edition RealPresence CloudAXIS Suite components as software-based VMs VM Virtual machine Zone An abstraction of a physical location, including a provider, data center, host/cluster, resource pool, data storage, and network resource Polycom, Inc. 6

7 Information Elements The following icons are used to alert you to various types of important information in this guide: Icons Used in this Guide Name Icon Description Note Administrator Tip Caution Warning Web Info Timesaver Power Tip Troubleshooting Settings The Note icon highlights information of interest or important information needed to be successful in accomplishing a procedure or to understand a concept. The Administrator Tip icon highlights techniques, shortcuts, or productivity related tips. The Caution icon highlights information you need to know to avoid a hazard that could potentially impact device performance, application functionality, or successful feature configuration. The Warning icon highlights an action you must perform (or avoid) to prevent issues that may cause you to lose information or your configuration setup, and/or affect system performance. The Web Info icon highlights supplementary information available online such as documents or downloads on support.polycom.com or other locations. The Timesaver icon highlights a faster or alternative method for accomplishing a method or operation. The Power Tip icon highlights faster, alternative procedures for advanced administrators already familiar with the techniques being discussed. The Troubleshooting icon highlights information that may help you solve a relevant problem or to refer you to other relevant troubleshooting resources. The Settings icon highlights settings you may need to choose for a specific behavior, to enable a specific feature, or to access customization options. Typographic Conventions A few typographic conventions, listed next, are used in this guide to distinguish types of in-text information. Polycom, Inc. 7

8 Typographic Conventions Convention Bold Italics Blue Text Blue Text Fixed-width-font Description Highlights interface items such as menus, soft keys, file names, and directories. Also used to represent menu selections and text entries. Used to emphasize text, to show example values or inputs, and to show titles of reference documents available from the Polycom Support Web site and other reference sites. Used for URL links to external Web pages or documents. If you click on text in this style, you will be linked to an external document or Web page. Used for hyperlinks to other sections within this document. If you click on text in this style, you will be taken to another part of this document. Used for code fragments and parameter names. What s in this Guide? This administrators guide is organized into the following sections. About this Guide This preface provides introductory information on the styles, conventions, and organization of this administrators guide. Lists of relevant support and reference documentation and links to Polycom technical help and support for the RealPresence Platform Director are found here. Getting Started This chapter introduces the RealPresence Platform Director, provides requirements for installing and deploying the system software, and briefly describes the RealPresence Platform subsystem VMs. RealPresence Platform Director Deployment This chapter instructs you on how to set up your network, deploy the RealPresence Platform Director OVA file from the provisioning server, and upgrade the software. Home Page This chapter describes the Home page of the RealPresence Platform Director. This Home page features a Dashboard that provides a snapshot of your current system. Main topics include a summary of your active calls and participants, and descriptions of Service Group usage and the state and type of critical unresolved system alarms. System Page This chapter describes the System page of the RealPresence Platform Director and describes how to add, edit, and delete the providers, zones, and images of your VM instances. Polycom, Inc. 8

9 Service Page This chapter describes how to manage instances and service groups, and explains the steps involved in adding new and existing instances. User Management Page This chapter describes the User Management page of the RealPresence Platform Director. User roles are described, and instructions on how to manage RealPresence Platform Director users by adding, editing, and deleting users and their profiles are provided. Monitoring Page This chapter describes the Monitoring page where you can monitor the system health of your component instances and view the state of RealPresence Platform Director alarms and alarm thresholds. Settings Page This chapter describes the various RealPresence Platform Director and application settings and how to set and change them. Troubleshooting This chapter provides possible symptoms, problems, and corrective actions to take to solve any potential system problems. Restricted Shell This appendix provides detail on the RealPresence Platform Director s restricted shell environment, and the functionality of the RealPresence Platform Director s administrative user interface, through sample Use Cases. Third-Party Software This appendix provides the copyright statements for third-party software products that have been incorporated into the RealPresence Platform Director. Help and Technical Support Help and technical support for the RealPresence Platform Director is available at the Polycom Support Center. The following sections provide links for service and specific products and their documentation. Polycom Support For product support or service, contact your Polycom reseller or visit Polycom, Inc. 9

10 oudaxis_suite.html for software downloads, product document, product licenses, troubleshooting tips, service requests, and more. Reference Documentation The following support and reference documentation is available for the RealPresence Platform Director at RealPresence Platform Director Software Release Notes RealPresence Platform Director Software Administrators Guide For details on each of the RealPresence Platform subsystem components that may be used with the RealPresence Platform Director, visit the Polycom Support website ( for links to: Polycom RealPresence DMA 7000 Polycom RealPresence Resource Manager Polycom RealPresence Access Director Polycom RealPresence Collaboration Server For details on all Polycom RealPresence CloudAXIS Suite products, visit oudaxis_suite.html. You can find Request for Comments (RFC) documents by entering the RFC number at VMware support and reference documentation is available at and OpenStack information and reference documentation is available at For other references, look for the Web Info icon throughout this Administrators Guide. Documentation Feedback We are striving to improve the quality of our documentation, and we appreciate your feedback. Please send your to Polycom, Inc. 10

11 Getting Started This chapter lists the minimum requirements needed for RealPresence Platform Director activities and provides a worksheet for you to complete before beginning RealPresence Platform Director deployment and configuration. RealPresence Platform Director provides the flexibility to deploy the RealPresence Platform and RealPresence CloudAXIS Suite using general purpose hardware in an organization s data center or in the cloud. RealPresence Platform Director deployment involves VM-based platform manifestations of such RealPresence Platform products as the Polycom RealPresence Collaboration Server, Virtual Edition, the Polycom RealPresence DMA, Virtual Edition, the Polycom RealPresence Resource Manager, Virtual Edition, the Polycom RealPresence Access Director, Virtual Edition, and the RealPresence CloudAXIS Suite Services Portal and Experience Portal. RealPresence Platform Director Requirements The RealPresence Platform Director helps you to deploy and monitor the Polycom RealPresence Platform and RealPresence CloudAXIS Suite that enable universal access to enterprise-grade video collaboration to any business (B2B) or consumer (B2C) at the highest quality, reliability, and security. Deployment of the RealPresence Platform Director is dependent on meeting the minimum prerequisites and requirements needed for normal RealPresence Platform Director operation. Hardware Requirements The minimal hardware requirements for the RealPresence Platform Director are: RealPresence Platform Director Requirements for Production Operation Product Minimum Physical Processors/ Sockets Minimum Physical Clock Speed (GHz) Virtual Cores Hyperthreaded Logical Cores Minimum Total Clock Speed (MHz) RAM (GB) Storage (GB) RealPresence Platform Director 1 x X Note: Minimum Physical Clock Speed x Physical Cores = Minimum Total Clock Speed is equal Polycom, Inc. 11

12 RealPresence Platform Director Requirements for Lab Evaluation Product Minimum Physical Processors/ Sockets Minimum Physical Clock Speed (GHz) Physical Cores Hyperthreaded Logical Cores Minimum Total Clock Speed (MHz) RAM (GB) Storage (GB) RealPresence Platform Director 1 x X Other Hardware Component Requirements A DHCP server must be a part of your system environment. It is the only supported method for assigning an initial IP address to the RealPresence Platform Director and its components NOTE: This is not possible in some customer environments. Access the RealPresence Platform Director from the following ports: 8443 for HTTPS between a browser and a RealPresence Platform Director VM Instance 22 for SSH 161 for SNMP between the RealPresence Platform Director and the Instance it will monitor Data Center Requirements VMware infrastructure requirements call for vsphere, including ESXi, vsphere v5.0 or higher, or vcenter Server v5.0 or higher Note: Infrastructure Support The infrastructure should support 64-bit guest operating systems. Intel VT should be enabled on the host machines. Refer to OpenStack, a cloud computing project, is a series of interrelated projects that control pools of processing, storage, and networking resources throughout a data center. Go to for further detail. Software License Requirements Polycom software licenses are required for one or more of the following: RealPresence Collaboration Server, Virtual Edition RealPresence DMA, Virtual Edition RealPresence Resource Manager, Virtual Edition Polycom, Inc. 12

13 RealPresence Access Director, Virtual Edition RealPresence Platform Director RealPresence CloudAXIS Suite Services Portal and the Experience Portal components of your RealPresence Platform Director These licenses are necessary to enable your subsystems with the capabilities you purchased. See the documentation for each individual component for license information. Web Browser Requirements At this time, the RealPresence Platform Director supports the following web browsers: Microsoft Internet Explorer 10.0 or higher Mozilla Firefox v27.0 or later Google Chrome v32.0 or later Note: Optimal Browsers RealPresence Platform Director is optimized for Chrome and Firefox. RealPresence Platform Director Architecture RealPresence Platform Director in the Polycom RealPresence Suite provides the flexibility to deploy, manage, and monitor the RealPresence Platform and RealPresence CloudAXIS Suite using general purpose hardware in your organization s Data Center or in the cloud. RealPresence Platform Director can support deployments on any virtualized data center. In this software release, deployments are supported on VMware and OpenStack. The following graphic illustrates a deployment scenario where an organization s Data Centers are spread globally. Polycom, Inc. 13

14 RealPresence Platform Director in a Typical Network This illustration shows an enterprise infrastructure with a vcenter which has been added as a Provider in the RealPresence Platform Director. This vcenter is controlling two different Datacenters which have been added to the RealPresence Platform Director as Zones. Each Zone contains at least one Resource Group comprised of resources such as hosts, clusters, and storage locations. Using RealPresence Platform Director, this enterprise can now create and manage a RealPresence Platform infrastructure across the entire organization with full control of how and where instances are created. These instances are then placed into Service Groups in RealPresence Platform Director for easy monitoring by administrators. RealPresence Platform Director Description The RealPresence Platform Director provides RealPresence Platform subsystem components as software-based VMs. The following RealPresence Suite subsystems can be used with the RealPresence Platform Director: RealPresence DMA, Virtual Edition RealPresence Resource Manager, Virtual Edition RealPresence Collaboration Server, Virtual Edition RealPresence Access Director, Virtual Edition RealPresence CloudAXIS Suite Services Portal RealPresence CloudAXIS Suite Experience Portal Polycom, Inc. 14

15 RealPresence Platform Software Description The RealPresence Platform Director provides the flexibility to deploy RealPresence Platform and RealPresence CloudAXIS Suite components as software-based VM instances. RealPresence Platform Director currently supports the deployment of RealPresence Platform and RealPresence CloudAXIS Suite components on VMware hypervisors and OpenStack. These software components are uploaded as.ova templates to the RealPresence Platform Director and are used to create the VM instances. RealPresence DMA, Virtual Edition The RealPresence DMA, Virtual Edition, a network-based application, can manage a mixed pool of RMXs and software MCUs and distribute multipoint video calls across conference platforms. Go to for the currently supported RealPresence DMA product release number. RealPresence Resource Manager, Virtual Edition The RealPresence Resource Manager, Virtual Edition is an integrated scheduling and device management platform for video conferencing. This platform: Manages the conferencing system, including system software and devices Sets up and maintains conferencing schedules Maintains and supports a directory of the system devices. Go to the currently supported RealPresence Resource Manager product release number. RealPresence Collaboration Server,Virtual Edition The RealPresence Collaboration Server, Virtual Edition is Polycom s software-based Multipoint Control Unit (MCU). Go to for the currently supported RealPresence Collaboration Server product release number. RealPresence Access Director, Virtual Edition The RealPresence Access Director, Virtual Edition provides remote, guest, and business-to-business users with the ability to securely and transparently access video services from anywhere. Go to for the currently supported RealPresence Access Director product release number. RealPresence CloudAXIS Suite Services Portal The RealPresence CloudAXIS Suite Services Portal enables users to create and participate in online video conference meetings. Users create meetings by logging into the Services Portal, selecting the type of meeting they want to create, setting the meeting parameters, and entering a list of participants to invite. The Services Portal also provides administrative capabilities for creating and managing users and for configuring the components that enable the online video conference meetings. Polycom, Inc. 15

16 The Services Portal is also referred to as the SP in the user interface. RealPresence CloudAXIS Suite Experience Portal The RealPresence CloudAXIS Suite Experience Portal is the meeting conferencing interface. It provides users with this meeting interface, and enables users to interact with features such as content sharing, group chat, and privacy settings. The Experience Portal is also referred to as the EP in the user interface. Polycom, Inc. 16

17 RealPresence Platform Director Deployment The RealPresence Platform Director requires deployment in a data center. After deployment, RealPresence Platform Director can be configured to manage and deploy RealPresence Platform components as well as such RealPresence CloudAXIS Suite components as the Services Portal and Experience Portal. Deploy the RealPresence Platform Director Before you begin, confirm that you meet the prerequisites listed in RealPresence Platform Director Requirements, and then deploy the RealPresence Platform Director.OVA file to your datacenter. To deploy the RealPresence Platform Director: 1 Obtain the.ova file. 2 Deploy the.ova file in your data center. Note that when a RealPresence Platform Director instance boots up, it will attempt to obtain an IP address via DHCP. The instance IP address and the MAC address can be determined by accessing the Instance information. User Tip: Instance IP Assignment Polycom recommends that the Instance IP assignment be made permanent by modifying your DHCP server s configuration to map the current IP address or another preferred address of your choosing to the Instance MAC address. Then, reboot the Instance (if necessary) to enable it to obtain a new address. Always restart Apache Tomcat whenever the IP is changed. Polycom also recommends that you modify your DNS server settings to assign a domain name to the Instance based on the permanent IP address you have selected. If DHCP is not available in your environment, the RealPresence Platform Director s IP address and networking settings may alternatively be configured via the console. To configure via the console: 1 Access the RealPresence Platform Director console. 2 Log in using caxis for both your username and password. 3 Enter show_network_info to view the current network settings. 4 Enter change_network_settings to modify the current network settings. 5 Run the command change_hostname. 6 Verify that the hostname is registered to the DNS. Polycom, Inc. 17

18 Access RealPresence Platform Director Note that you should activate the RealPresence Platform Director license before beginning the configuration process. For information on activating the license, see Activate Licenses. To access RealPresence Platform Director: 1 Obtain the RealPresence Platform Director FQDN (provisioned via your DNS server), open a browser, and enter in the address bar. 2 When logging into RealPresence Platform Director for the first time, enter admin in both the User ID and Password fields, and click the Sign In button. 3 You must change your password before completing your login. Enter admin in the Current Password field, and then enter your new password in the New password and Retype new password fields. Polycom, Inc. 18

19 4 The End User License Agreement (EULA) screen displays. Click Agree to accept the EULA. Polycom, Inc. 19

20 Troubleshoot the FQDN If the RealPresence Platform Director URL does not respond, open the RealPresence Platform Director login screen and confirm that the Apache Tomcat server is running. To check the Apache Tomcat server: 1 Use either your vsphere console or connect via an SSH client to the RealPresence Platform Director FQDN to access the RealPresence Platform Director console. 2 Log in using caxis for both your UserID and Password. 3 Get the Apache status by entering services tomcat6 status. 4 Do one of the following: Ask to reboot the instance Start the server if it is not running Restart the server if it is running and you are still having problems with the link Startup server: services tomcat6 start Restart server: services tomcat6 restart Manage Your Account Credentials You can edit or change your user account credentials after logging in to the RealPresence Platform Director. Access your account settings through the dropdown menu in the upper-right corner of the RealPresence Platform Director Home screen to change either your user profile or password. Edit Your Profile To edit your user profile: 1 From the account settings dropdown menu, select Edit Profile. The following window displays: Polycom, Inc. 20

21 2 Edit the following fields: First Name Last Name Address * Contact Number Title Department City Note that if you update any of the fields, the Address field is required. 3 Click UPDATE when you complete your edits. Change Your Password You are required to change your password after logging in for the first time, but you can also change your password at any time through the account settings dropdown menu. To change your password: 1 From the account settings dropdown menu, select Change Password. The following window displays: Polycom, Inc. 21

22 2 Enter the following: Current Password New Password Retype new password 3 Click CHANGE to change your password. Sign Out When you are done making your desired profile and password changes, you must sign out and return to the login screen to re-enter RealPresence Platform Director with your new credentials. To sign out of RealPresence Platform Director: 1 From the My Account dropdown menu, select Sign Out. 2 To verify your changes, log into RealPresence Platform Director with your new password (if changed). Polycom, Inc. 22

23 Home Page RealPresence Platform Director Dashboard The Home page of the RealPresence Platform Director features a Dashboard that provides a snapshot of your current system. Summary The Summary section of the Dashboard is a summarization of current active conference calls and participants, including the percentage of ports in use. Most Used Service Groups The Most used Service Groups section lists the Service Groups that are currently experiencing the highest amount of system usage. Polycom, Inc. 23

24 Critical Alarms The Critical Alarms section provides a current list of the number and types of unresolved critical alarms. The Unresolved Alarms box in the upper-right corner of the window provides a color-coded view of the number and severity of the alarms. The alarm colors correspond to the following threshold levels: Gray System has reached the Warning Value percentage Yellow System has reached a one-third increase in percentage between the Warning and Critical values Orange System has reached a two-thirds increase in percentage between the Warning and Critical values Red System has reached the Critical Value percentage For more information on the threshold values, see Threshold. For expanded detail on your alarms, click Details This sends you to the Monitoring > Alarms page. For more information, see Alarms. Polycom, Inc. 24

25 Instances with Critical Alarms The Instances with Critical Alarms section lists the specific instances within your system that are experiencing Critical Alarms. For expanded detail on your critical alarms, click Details This sends you to Service > Instances page. For more information, see Instances. Polycom, Inc. 25

26 Polycom, Inc. 26

27 System Page Providers RealPresence Platform Director can work with an organization s vcenter to create, manage, and monitor virtual RealPresence Instances. You must add the vcenter to RealPresence Platform Director as a Provider, which includes access URL to the VMware Data Center or OpenStack and user account credentials to access the data center to create new instances and manage existing ones. Add a Provider You must add at least one Provider to use RealPresence Platform Director. To add a Provider: 1 Click SYSTEM > Providers. The PROVIDERS page displays: 2 Click + PROVIDER. The Add a Provider window displays: Polycom, Inc. 27

28 3 Enter the Provider details: Name Enter a unique name (80 characters maximum) for the data center. Provider Type Select either VMware or OpenStack. URL Enter the following URL to access the data center, depending on your Provider Type: VMware: address of data center>/sdk OpenStack: http(s)://<ip_address>:<keystone_port_no>/v2.0 Tenant Name This data field only displays when OpenStack is selected as your Provider Type. Enter the tenant name to access the OpenStack data center. Username Enter the username to access the VMware data center. This is the username of the user who has full access rights to that data center. Password Enter the password to access the data center. This is the password of the user who has full access rights to that data center. Ignore Certificate Select to ignore the certificates. 4 Click ADD to add the Provider. Edit a Provider When you access the Provider editing page, you can edit the Provider details and view current and past Alarm instances. Note: Available Providers In the current version of RealPresence Platform Director, only VMware and OpenStack are available as Providers. Polycom, Inc. 28

29 Provider Details To edit Provider details: 1 Click the icon next to the Provider you want to edit. The following screen displays. 2 On the Details tab, edit the Provider information by entering the new data in the applicable text field: Name* Provider Type* URL Username* Password Ignore Certificate 3 When you have finished editing the provider, do one of the following: Click UPDATE to accept all of your new field values, or Click RESET to return to all of your previous field values. Caution: Updating Provider Details Once you use the UPDATE button to change your Provider details, you will not be able to use the RESET button to revert to your original field values. Provider Alarms The Provider alarms tab shows you the alarms for a specific Provider. For more information on Alarms, see Alarms. Polycom, Inc. 29

30 To view provider alarms: 1 Click the icon next to the Provider with the Alarms you want to view. 2 Select the Alarms tab. The following screen displays. 3 Filter the alarms shown using the Show Active dropdown menu: Show Active Show all active alarms New Show only new alarms Acknowledge Show only acknowledged alarms Cleared Show only cleared alarms To edit active alarms: 1 Click the Alarms tab on the PROVIDERS page. 2 Edit the active alarms by clicking the checkbox next to the alarm you want to edit and select the appropriate option from the --Actions dropdown menu: Acknowledge Acknowledge the alarm without clearing it from the system Clear Clear the alarm from the system. Once you acknowledge or clear the alarm, it is removed from the active alarms list. You can review the alarm by selecting the appropriate option from the Show Active dropdown menu. Delete a Provider You can delete a Provider if and when it is no longer applicable to your RealPresence Platform Director configuration. To delete a Provider:» Click the icon next to the Provider you want to delete. Polycom, Inc. 30

31 Zones Zones provide a description of a specific location: a city, a data center, or even a building and give the administrator a view of the whole network, including any past or current alarms. The administrator must specify Resource Groups, comprised of the the computer, storage, and network resources to be used in this Zone, that can be used by the Instances created in this Zone. A Resource Group decides which resources on the Provider are used when an Instance is in this Zone. This helps to manage the resources allocated to the RealPresence Platform Director in different locations from different vcenters. Add a Zone Zones are a description of a physical location, including a provider, data center, host/cluster, resource pool, data storage, and network resource. You must add at least one Zone to use RealPresence Platform Director. To add a Zone: 1 Click SYSTEM > Zones. 2 Click + Zone. The following window displays: 3 Enter the new Zone details: Name Enter a name (80 character maximum) to assign to the Zone. Description Enter a brief description (100 character maximum) of the new Zone. 4 Click CREATE to add the new Zone. Polycom, Inc. 31

32 5 To finish creating the new Zone instance, you must add a Resource Group to the Zone, as shown by the following popup: If you click ADD RESOURCE GROUP, you are redirected to the Add a new resource group page (see Resource Groups). If you click ADD LATER, the Zone details page opens (see Edit a Zone). Edit a Zone When you access the Zone editing page, you can edit the Zone details, edit current and past Alarm instances, and add or edit Resource Groups. Zone Details To edit Zone details: 1 Click the icon next to the Zone you want to edit. 2 In the Details tab update the following information: If VMware is the Provider, edit the Name and Description fields. If OpenStack is the Provider, edit the Name, Provider, Availability Zones, and Host fields. Availability Zones and Host are optional fields. If you do not provide specific information for these fields, OpenStack will place the Instance in the default zone and host. Polycom, Inc. 32

33 Availability Zones Choose an option from the dropdown box. After you select an option, the Instances created using this Resource Group will be placed in this Availability Zone of your OpenStack provider. Host Choose an option from the dropdown box. After you select an option, the Instances created using this Resource Group will be placed on the specified host. 3 When you have finished editing the Zone, do one of the following: Click UPDATE to accept all of your new field values, or Click RESET to return to all of your previous field values. Caution: Updating Zone Details Once you use the UPDATE button to change your Zone details, you will not be able to use the RESET button to revert to your original field values. Zone Alarms The Zone alarms tab shows you the alarms for a specific Zone. For more information on Alarms, see Alarms. To view Zone alarms: 1 Click the icon next to the Zone with the alarms you want to view. 2 Select the Alarms tab. The following screen displays. Polycom, Inc. 33

34 3 Filter the alarms shown using the Show Active dropdown menu: Show Active Show all active alarms New Show only new alarms Acknowledge Show only acknowledged alarms Cleared Show only cleared alarms To edit active alarms: 1 Click the Alarms tab on the ZONES page. 2 Edit the active alarms by clicking the checkbox next to the alarm you want to edit and select the appropriate option from the --Actions dropdown menu: Acknowledge Acknowledge the alarm without clearing it from the system Clear Clear the alarm from the system. Once you acknowledge or clear the alarm, it is removed from the active alarms list. You can review the alarm by selecting the appropriate option from the Show Active dropdown menu. Resource Groups Resource Group is a collection of computer storage network resources for a virtual infrastructure used to deploy virtual machines. Add a Resource Group To add a Resource Group to a Zone: 1 To add a Resource Group to a Zone, click the icon next to the appropriate Zone, and click + RESOURCE GROUP. The following screen displays. Polycom, Inc. 34

35 Enter a unique Name and select a Provider. After you select a Provider, the window expands for you to add additional resource information. 2 In the Computer Resource section, select a required option from each of the three dropdown boxes: Data Center Select a data center. Host/Cluster Select the IP address of your desired Host or Cluster. Resource Pool Select your resource pool. This dropdown box is not selectable if the IP address in Host/Cluster is not found. 3 In the Storage Resource section, the + STORAGE button displays after you make a selection in Host/Cluster. Click this button to open the following window: Polycom, Inc. 35

36 4 Select one or more of the storage resources to add, and click ADD. To add all resource options in the list, click the checkbox next to Name. 5 In the Network Resource section, the + NETWORK button displays after you make a selection in Host/Cluster. Click this button to open the following window: 6 Select one or more of the network resources to add, and click ADD. To add all resource options in the list, click the checkbox next to Name. 7 Select a default network from the Default Network dropdown box. Note: You can only select a default network after you choose a network resource. 8 Enter a value in the Inventory Path text field. The system will prepopulate a value based on the criteria you have selected; you can keep this value or enter a new value., 9 Click CREATE. Polycom, Inc. 36

37 Edit a Resource Group To edit a Resource Group: 1 Click the Resource Groups tab on the ZONES page. The following screen displays. 2 Click the icon next to the Resource Group you want to edit. 3 Click on the Details tab. From this page, you can edit the Resource Group details or threshold percentages. On the Details subtab, you can edit the following Resource Group details, as shown on the following: Name Update or change the Resource Group name Storage Resource Add or remove Storage Resources Network Resource Add or remove Network Resources Default Network Update or change the Default Network if other options are available The other detail options are not editable. For more information, see Resource Groups. Polycom, Inc. 37

38 On the Threshold subtab, you can edit the threshold values for this Resource Group and choose whether or not to enable alarms for these threshold values, as shown on the following: CPU Utilization Storage Memory For more information, see Threshold. Resource Group Alarms The Resource Group alarms tab shows you the alarms for a specific Resource Group. For more information on Alarms, see Alarms. To view Resource Group alarms: 1 Select the Alarms tab. The following screen displays. 2 Filter the alarms shown using the Show Active dropdown menu: Show Active Show all active alarms Polycom, Inc. 38

39 New Show only new alarms Acknowledge Show only acknowledged alarms Cleared Show only cleared alarms To edit active alarms: 1 Select the Alarms tab on the Resource Groups page. 2 Edit the active alarms by clicking the checkbox next to the alarm you want to edit and select the appropriate option from the --Actions dropdown menu: Acknowledge Acknowledge the alarm without clearing it from the system Clear Clear the alarm from the system. Once you acknowledge or clear the alarm, it is removed from the active alarms list. You can review the alarm by selecting the appropriate option from the Show Active dropdown menu. Resource Group Status To view Resource Group status: 1 Select the Status tab on the Resource Groups page. The first time you access the Resource Group status tab, the system must initialize the monitoring. The following page displays. After the system initializes, the following page displays the following status information: Polycom, Inc. 39

40 2 Click the tabs to the left of the graph to change the information being displayed. 3 Click Today to view a graph of today s activity, or click 3 Months to show data for the past three months. 4 Click STOP to stop monitoring the Resource Group data. Click START to resume monitoring. Delete a Zone Delete a Zone if and when it is no longer applicable to RealPresence Platform Director. To delete a Zone: 1 Click the icon next to the Zone to be deleted. 2 Click DELETE. Image Repository RealPresence Platform Director creates, manages, and monitors RealPresence Platform and RealPresence CloudAXIS Suite component images. RealPresence Platform Director should have an image of the RealPresence Platform and RealPresence CloudAXIS Suite components to create these components in the system. This section describes the steps to upload an image of the RealPresence Platform or RealPresence CloudAXIS Suite components, provided that you have already downloaded the OVAs and saved them to your local system. NOTE: Images cannot be stored on an FTP server. Polycom, Inc. 40

41 Add an Image Adding an image to the system is optional if you want to use RealPresence Platform Director to monitor only hardware components. If you want to use RealPresence Desktop with RealPresence Platform, Virtual Edition or RealPresence CloudAXIS Suite, then you must add those components through images. To upload an image: Note: Browser Requirements for Adding/Uploading Images You MUST use a Chrome or Firefox browser to upload Image files. The file APIs are not fully supported in an Internet Explorer browser for the current RealPresence Platform Director software release. 1 Select SYSTEM > Image Repository. The following page displays. 2 Click + IMAGE. 3 Enter the following details to add an Image. Instance Type Select the component for which the image is being uploaded Name Enter a unique name for the image Version Enter the version of the image Polycom, Inc. 41

42 4 Click the Choose File button. 5 Navigate to the component OVA, and select Open. 6 Click UPLOAD. Note: Upload Image Only one image can be uploaded at a time. While the image is uploading, do not log out of RealPresence Platform Director or close the browser; if either of these two actions occur, the upload will be cancelled and you will have to redo the upload. Edit an Image To edit an image: 1 Click the icon next to the image to be edited. The following screen displays. 2 Edit the image information by entering the new data in the applicable text field: Instance Type* Name* Version* 3 When you have finished editing the image information, do one of the following: Click UPDATE to accept all of your new field values, or Click RESET to return to all of your previous field values. Delete an Image Delete an image if and when it is no longer applicable to the RealPresence Platform Director. To delete an image: 1 Click the icon next to the Zone to be deleted. 2 Click DELETE. Polycom, Inc. 42

43 Service Page RealPresence Platform Director can create, deploy, manage, and monitor new instances of RealPresence Platform and RealPresence CloudAXIS Suite components. Any existing virtual instances of these components are also managed by RealPresence Platform Director along with any hardware instances of the RealPresence Platform components. This flexibility enables an administrator to manage all of their instances in one place. A Service Group is an organized collection of different hardware and software Instances (such as RPCollSer, CA-SP, CA-EP,, DMA, etc.) Each group is configured to provide video collaboration services. With a Service Group, you can manage multiple types of instances on a single window. Important Instance monitoring information includes: System monitoring information is provided for any RealPresence Platform Director Instance as long as the status of the SNMP agent is Running. Instances have to be in a Running state to be monitored; if the Instances are powered off, they cannot be monitored. RealPresence CloudAXIS Suite component Instances cannot be monitored because they do not have the active SNMP agents that can provide data. Instances You can create and monitor instances in the INSTANCES screen on the SERVICE page. The following screen shows a list of all currently installed and configured Instances in this example. Hardware instances are indicated by the icon in front of the instance name. The initial INSTANCES screen that displays after you log in to RealPresence Platform Director shows all currently installed and configured Instances. To display only a specific type of Instance: 1 Click on the Type: ALL INSTANCES dropdown menu in the upper left corner of the screen. Polycom, Inc. 43

44 2 Select the type of Instance to display. Create an Instance To create a new Instance: 1 On the Instances screen, click + Instance and select Create New, as shown in the following. The following screen displays. 2 Add information for each field on the screen: Polycom, Inc. 44

45 Name* Enter a descriptive name for the instance. Instance Type* From the dropdown box, choose one of the following: RPCollSer DMA RPAD RPRM CA-SP CA-EP Image* From the dropdown box, select an image. Zone* From the dropdown box, select the Zone in which you want to create the instance. Resource Group* From the dropdown box, select a Resource Group from the groups available in the Zone that you selected. The Storage Resource in the Resource Group that has the maximum free storage space will be used. If you select CUSTOM, the following fields display beneath Resource Group: Storage* Select a location to store the new Resource Group. Network* Select a network that the new Resource Group will use. Service Group Enter a descriptive name for this Service Group. 3 Click CREATE. Add an Existing Software Instance To add an existing virtual (software) Instance: 1 On the Instances screen, click + Instance and select Add Existing Soft, as shown in the following. The following screen displays. Polycom, Inc. 45

46 2 Add the software instance information for each field on the screen. Fields marked with an asterisk require you to make an entry or select an option. Instance Type* From the dropdown box, choose one of the following: RPCollSer DMA RPAD RPRM CA-SP CA-EP Image Version Add the software version for the image. Zone* Select the Zone of the existing instance type from the dropdown box. Use Existing Resource Group (unchecked) If you leave this checkbox unchecked, provide the following information in the corresponding dropdown menus: Provider* Select the Provider of the existing Instance type from the Provider dropdown box. Five additional data fields will display: Data Center* Select a data center from the dropdown box. Host/Cluster* Select the IP address of your desired Host or Cluster. Resource pool (Optional) Select your resource pool. This dropdown box is not selectable if the IP address in Host/Cluster is not found Instance* Select an appropriate existing Instance from the dropdown box. Service Group Select the appropriate Service Group from the Service Group dropdown box. Polycom, Inc. 46

47 Use Existing Resource Group (checked) If you check this checkbox, provide the following information in the corresponding dropdown menus: Resource Group* Select the Resource Group of the existing Instance type from the Resource Group dropdown box Instance* Select an appropriate existing Instance from the dropdown box. Service Group Select the appropriate Service Group from the Service Group dropdown box. 3 Click ADD. Polycom, Inc. 47

48 Add a Hardware Instance To add a hardware Instance: 1 On the Instances screen, click + Instance and select Add Existing Hard, as shown in the following. The following screen displays. 2 Add the hardware instance information for each field on the screen. Fields marked with an asterisk require you to make an entry or select an option. Name* Enter a descriptive name for the instance. Instance Type* From the dropdown box, choose one of the following: RPCollSer DMA RPAD RPRM Image Version Add the software version for the image. Zone* Select the Zone of the existing instance type from the dropdown box. Host* Enter the IP Address of the hardware Instance. Service Group (Optional) Select a Service Group from the dropdown box. 3 Click ADD. Polycom, Inc. 48

49 Verify that your added hardware Instance has been deployed by selecting INSTANCES > ALL INSTANCES. You should see the new hardware Instance in the list of instances with the icon in front of the instance name. Edit an Instance An Instance is any Polycom RealPresence Platform virtual machine or Polycom hardware appliance. Instance Details To view instance details: 1 On the INSTANCES page, click the icon next to the instance that you want to view. 2 Click on the Details tab and click on the Details subtab on the left side of the screen. The following screen displays for a software instance (note the inclusion of the Resource Group information): The following screen displays for a hardware instance: Polycom, Inc. 49

50 Note: Instance details are not editable. To edit SNMP details: 1 Click on the Details tab and click on the SNMP subtab on the left of the screen. The same data fields display for both hardware and software Instances. 2 Update the SNMP information for your instance as shown on the following: SNMP version Select either v2c or v3. If you choose v2c, the SNMP version, Transport, Port, and Community fields appear. If you choose v3, the SNMP version, Transport, Port, Security User, Authentication type, Authentication password, Encryption type, and Encryption password fields appear. Polycom, Inc. 50

51 Transport The type of transport protocol to be used. Port The Instance port on which the SNMP agent is running. Community Enter the community string configured on the Instance. This field only appears when SNMP version v2c is chosen. Security User Enter the security user of the Instance. Authentication type Select either SHA or MD5 for the authentication type. Authentication password Enter your authentication password for this Instance. Encryption type Select either AES or DES for the encryption type. Encryption password Enter your encryption password for this Instance. 3 When you have finished editing the SNMP values, do one of the following: Click UPDATE to accept all of your new field values, or Click RESET to return to all of your previous field values. The fields you see in the Threshold subtab depend on the type of Instance you are viewing. For more information, see Threshold. To edit Threshold details: 1 Click on the Details tab and click on the Threshold subtab on the left of the screen. The same data fields display for both hardware and software Instances. 2 Update the Threshold information for your instance as shown on the following: Polycom, Inc. 51

52 3 When you have finished editing the Threshold values, do one of the following: Click UPDATE to accept all of your new field values, or Click RESET TO DEFAULT to return to the default field values. Instance Alarms The Instance alarms tab shows you the alarms for a specific Instance. For more information on Alarms, see Alarms. To view Instance alarms: 1 Select the Alarms tab. The following screen displays. 2 Filter the alarms shown using the Show Active dropdown menu: Show Active Show all active alarms New Show only new alarms Acknowledge Show only acknowledged alarms Cleared Show only cleared alarms Polycom, Inc. 52

53 To edit active alarms: 1 Select the Alarms tab on the Instances page. 2 Edit the active alarms by clicking the checkbox next to the alarm you want to edit and select the appropriate option from the --Actions dropdown menu: Acknowledge Acknowledge the alarm without clearing it from the system Clear Clear the alarm from the system. Once you acknowledge or clear the alarm, it is removed from the active alarms list. You can review the alarm by selecting the appropriate option from the Show Active dropdown menu. Instance Status The Status page details the operational status of the system for either the current day or a three-month period (or less, depending upon the activation date of the system). To view the status of an Instance: 1 Select the Status tab on the Instances page. 2 Click the tabs to the left of the graph to change the information being displayed. The fields that display will differ depending on the type of Instance you are viewing. For more information, see Threshold. 3 Click Today to view a graph of today s activity, or click 3 Months to show data for the past three months. 4 Click DOWNLOAD to download a.csv file containing the raw data displayed in the graph. 5 Click STOP to stop monitoring the Instance data. Click START to resume monitoring. Polycom, Inc. 53

54 Delete an Instance You can delete an Instance if and when it is no longer applicable to your RealPresence Platform Director configuration. To delete an Instance:» Click the icon next to the Instance you want to delete. Service Groups A Service Group is a group of Instances that are configured to work together to provide video collaboration service. Caution: Incorrect Service Group Data If unrelated sets of Instances are added into a Service Group, the monitoring data may be incorrect. Choose only Instances that are configured to work with each other. Create a Service Group To add a new Service Group: 1 Click Service > Service Group. 2 Click + SERVICE GROUP. The following screen displays. Polycom, Inc. 54

55 3 Enter a name (maximum of 80 characters) for your new Service Group, and enter a description (if desired) for that Service Group. 4 Click ADD. Edit a Service Group Service Group Details To edit Service Group details: 1 Click the icon next to the Service Group you want to edit. 2 Click the Details tab and the Details subtab on the left of the screen. The following screen displays. 3 Update the Name and Description fields. 4 When you have finished editing the Service Group, do one of the following: Click UPDATE to accept all of your new field values, or Click RESET to return to all of your previous field values. Caution: Updating Service Group Details Once you use the UPDATE button to change your Service Group details, you will not be able to use the RESET button to revert to your original field values. To edit Threshold details: 1 Click on the Details tab and click on the Threshold subtab on the left of the screen. 2 Update the Threshold information for your Service Group as shown on the following: Polycom, Inc. 55

56 Video Ports Audio Ports For more information, see Threshold. 3 When you have finished editing the Threshold values, do one of the following: Click UPDATE to accept all of your new field values, or Click RESET TO DEFAULT to return to the default field values. Service Group Alarms The Service Group alarms tab shows you the alarms for a specific Service Group. For more information on Alarms, see Alarms. To view Service Group alarms: 1 Click the icon next to the Service Group with the alarms you want to view. 2 Select the Alarms tab. The following screen displays. 3 Filter the alarms shown using the Show Active dropdown menu: Polycom, Inc. 56

57 Show Active Show all active alarms New Show only new alarms Acknowledge Show only acknowledged alarms Cleared Show only cleared alarms To edit active alarms: 1 Click the Alarms tab on the SERVICE GROUPS page. 2 Edit the active alarms by clicking the checkbox next to the alarm you want to edit and select the appropriate option from the --Actions dropdown menu: Acknowledge Acknowledge the alarm without clearing it from the system Clear Clear the alarm from the system. Once you acknowledge or clear the alarm, it is removed from the active alarms list. You can review the alarm by selecting the appropriate option from the Show Active dropdown menu. Service Group Status The Status page details the operational status of the system for either the current day or a three-month period (or less, depending upon the activation date of the system). To view the status of an Service Group: 1 Select the Status tab on the Service Group page. 2 Click the tabs to the left of the graph to change the information being displayed. For more information, see Threshold. 3 Click Today to view a graph of today s activity, or click 3 Months to show data for the past three months. Polycom, Inc. 57

58 4 Click DOWNLOAD to download a.csv file containing the raw data displayed in the graph. 5 Click STOP to stop monitoring the Service Group data. Click START to resume monitoring. Configure Instances in a Service Group The Instances tab allows you to view the instances that are organized in a specific Service Group. Add an Instance to a Service Group To add an Instance to a Service Group from the common pool: 1 Select the Instances tab on the SERVICE GROUPS page. 2 Click on the + INSTANCE dropdown box to view your Instance options: 3 Select From common pool from the dropdown box to add an Instance that is currently not in a Service Group. A window similar to the following will display: Polycom, Inc. 58

59 4 Click ADD to add this Instance to the Service Group. If there are no instances in the common pool that can be added to the Service Group, a message briefly displays to advise you of this condition. To create a new Instance: 1 On the Instances screen, click + Instance and select Create New, as shown in the following. The following screen displays. 2 Add information for each field on the screen: Name* Enter a descriptive name for the instance. Polycom, Inc. 59

60 Instance Type* From the dropdown box, choose one of the following: RPCollSer DMA RPAD RPRM CA-SP CA-EP Image* From the dropdown box, select an image. Zone* From the dropdown box, select the Zone in which you want to create the instance. Resource Group* From the dropdown box, select a Resource Group from the groups available in the Zone that you selected. The Storage Resource in the Resource Group that has the maximum free storage space will be used. If you select CUSTOM, the following fields display beneath Resource Group: 3 Click CREATE. Storage* Select a location to store the new Resource Group. Network* Select a network that the new Resource Group will use. To add an existing virtual (software) Instance: 1 On the Instances screen, click + Instance and select Add Existing Soft, as shown in the following. The following screen displays. Polycom, Inc. 60

61 2 Add the software instance information for each field on the screen. Fields marked with an asterisk require you to make an entry or select an option. Instance Type* From the dropdown box, choose one of the following: RPCollSer DMA RPAD RPRM CA-SP CA-EP Image Version Add the software version for the image. Zone* Select the Zone of the existing instance type from the dropdown box. Use Existing Resource Group (unchecked) If you leave this checkbox unchecked, provide the following information in the corresponding dropdown menus: Provider* Select the Provider of the existing Instance type from the Provider dropdown box. Five additional data fields will display: Data Center* Select a data center from the dropdown box. Host/Cluster* Select the IP address of your desired Host or Cluster. Resource pool (Optional) Select your resource pool. This dropdown box is not selectable if the IP address in Host/Cluster is not found Instance* Select an appropriate existing Instance from the dropdown box. Polycom, Inc. 61

62 Use Existing Resource Group (checked) If you check this checkbox, provide the following information in the corresponding dropdown menus: Resource Group* Select the Resource Group of the existing Instance type from the Resource Group dropdown box Instance* Select an appropriate existing Instance from the dropdown box. 3 Click ADD. To add a hardware Instance: 1 On the Instances screen, click + Instance and select Add Existing Hard, as shown in the following. Polycom, Inc. 62

63 The following screen displays. 2 Add the hardware instance information for each field on the screen. Fields marked with an asterisk require you to make an entry or select an option. Name* Enter a descriptive name for the instance. Instance Type* From the dropdown box, choose one of the following: RPCollSer DMA RPAD RPRM Image Version Add the software version for the image. Zone* Select the Zone of the existing instance type from the dropdown box. Host* Enter the IP Address of the hardware Instance. 3 Click ADD. Verify that your added hardware Instance has been deployed by selecting INSTANCES > ALL INSTANCES. You should see the new hardware Instance in the list of instances with the icon in front of the instance name. Polycom, Inc. 63

64 Edit an Instance in a Service Group You can view the complete profile of an Instance in a Service Group, including details on the SNMP versions, alarms, and monitored statuses of the Instance. Instance Details To view instance details: 1 On the Service Group > [Group Name] > Instances page, click the icon next to the instance that you want to view. 2 Click on the Details tab and click on the Details subtab on the left side of the screen.the following screen displays. Note: Instance details are not editable. To edit SNMP details: 1 Click on the Details tab and click on the SNMP subtab on the left of the screen. The same data fields display for both hardware and software Instances. 2 Update the SNMP information for your instance as shown on the following: SNMP version Select either v2c or v3. If you choose v2c, the SNMP version, Transport, Port, and Community fields appear. If you choose v3, the SNMP version, Transport, Port, Security User, Authentication type, Authentication password, Encryption type, and Encryption password fields appear. Polycom, Inc. 64

65 Transport The type of transport protocol to be used. Port The Instance port on which the SNMP agent is running. Community Enter the community string configured on the Instance. This field only appears when SNMP version v2c is chosen. Security User Enter the security user of the Instance. Authentication type Select either SHA or MD5 for the authentication type. Authentication password Enter your authentication password for this Instance. Encryption type Select either AES or DES for the encryption type. Encryption password Enter your encryption password for this Instance. 3 When you have finished editing the SNMP values, do one of the following: Polycom, Inc. 65

66 Click UPDATE to accept all of your new field values, or Click RESET to return to all of your previous field values. To edit Threshold details: 1 Click on the Details tab and click on the Threshold subtab on the left of the screen. The same data fields display for both hardware and software Instances. 2 Update the Threshold information for your instance as shown on the following: The fields you see in the Threshold subtab depend on the type of Instance you are viewing. For more information, see Threshold. 3 When you have finished editing the Threshold values, do one of the following: Click UPDATE to accept all of your new field values, or Click RESET TO DEFAULT to return to the default field values. Instance Alarms To view Instance alarms: 1 Select the Alarms tab. The following screen displays. Polycom, Inc. 66

67 2 Filter the alarms shown using the Show Active dropdown menu: Show Active Show all active alarms New Show only new alarms Acknowledge Show only acknowledged alarms Cleared Show only cleared alarms To edit active alarms: 1 Select the Alarms tab on the Service Group > [Group Name] > Instances page. 2 Edit the active alarms by clicking the checkbox next to the alarm you want to edit and select the appropriate option from the --Actions dropdown menu: Acknowledge Acknowledge the alarm without clearing it from the system Clear Clear the alarm from the system. Once you acknowledge or clear the alarm, it is removed from the active alarms list. You can review the alarm by selecting the appropriate option from the Show Active dropdown menu. Instance Status The Status page details the operational status of the system for either the current day or a three-month period (or less, depending upon the activation date of the system). To view the status of an Instance: 1 Select the Status tab on the Service Group > [Group Name] > Instances page. Polycom, Inc. 67

68 2 Click the tabs to the left of the graph to change the information being displayed. The fields that display will differ depending on the type of Instance you are viewing. For more information, see Threshold. 3 Click Today to view a graph of today s activity, or click 3 Months to show data for the past three months. 4 Click DOWNLOAD to download a.csv file containing the raw data displayed in the graph. 5 Click STOP to stop monitoring the Instance data. Click START to resume monitoring. Delete an Instance from a Service Group You can delete an Instance from a Service Group if and when it is no longer applicable to your RealPresence Platform Director configuration. To delete an Instance from a Service Group: Click the icon next to the Instance you want to delete, or Click the checkbox next to the instance you want to delete and click REMOVE. Polycom, Inc. 68

69 User Management Page This chapter provides details on managing RealPresence Platform Director users through their user profiles. The instructions include how to add new users, how to edit user profiles, how to delete users, and how to reset user passwords. Users Select USER MANAGEMENT > Users. The following page displays. Add a User To add a User: 1 On the USERS page, click + USER. The Add a user window displays. Polycom, Inc. 69

70 2 Fill in the following text fields (fields marked with * are required): First Name* Last Name* Username* Address* Contact Number Title Department City User Role Super Admin This user role has the highest privileges and permits the administrator to do all system configurations. Super admin is the default user when the system is up you have used the admin username to log in. Data Center Admin This user role is intended for an administrator who can choose to add, edit, and remove resources being used inside a Zone to make sure that there are enough resources for the Instances to use. Video Network Admin This user role is intended for an administrator responsible for maintaining a Service Group. The administrator can add images and create or delete instances from Service Groups on an as-needed basis. Read Only Admin This user role allows an administrator to read, but not edit, the system configuration. It is intended for someone responsible for monitoring the system and reporting issues. Note: User Management Access Only Super Admins have access to the User Management functions, and thus only Super Admins can add, update, read, or delete Users. 3 Click ADD to create the new user. Edit a User To edit a User: 1 On the USERS page, click the icon next to the user you want to edit. The following page displays. Polycom, Inc. 70

71 2 On the Details tab, enter any data changes for the required (*) fields and any of the other optional fields. You also have the option to enable or disable the user by clicking or clearing the Enable User checkbox. 3 Click SAVE when you complete all edits. Reset a User Password To reset a user password: 1 On the USERS page, click the icon next to the user you want to edit. 2 Click the Reset Password tab. The following page displays. 3 Enter the new password in the Password* and Confirm Password* fields. 4 Click UPDATE to accept the new password. Polycom, Inc. 71

72 Settings: Reset Password and SMTP Settings If you do not have SMTP settings configured in the Platform Settings section, the user will not receive notification of a changed password. For information on configuring STMP settings, see Configure SMTP. Delete a User To delete a User: 1 Click the icon next to the user row that you want to delete. The following window displays. 2 Click DELETE. Polycom, Inc. 72

73 Monitoring Page RealPresence Platform Director, in addition to managing RealPresence Platform component Instances, also monitors the system health of those Instances. The MONITORING page allows you to view the state of RealPresence Platform Director alarms and configure alarm thresholds. Alarms The ALARMS page shows the current state of the alarms monitored by RealPresence Platform Director. The initial ALARMS screen that displays shows all alarms across Instances, Resource Groups, Service Groups, Zones, and Providers. The Unresolved Alarms box in the upper-right corner of the Alarms window provides a color-coded view of the number and severity of the alarms. The alarm colors correspond to the following threshold levels: Gray System has reached the Warning Value percentage Yellow System has reached a one-third increase in percentage between the Warning and Critical values Orange System has reached a two-thirds increase in percentage between the Warning and Critical values Red System has reached the Critical Value percentage For more information on the threshold values, see Threshold. To display only a specific type of Alarm: 1 Click on the Type : ALL ALARMS dropdown menu in the upper left corner of the ALARMS screen. 2 Select the type of Alarm to display. To view alarms: 1 Select the Alarms page. The following screen displays. Polycom, Inc. 73

74 2 Filter the alarms shown using the Show Active dropdown menu: Show Active Show all active alarms New Show only new alarms Acknowledge Show only acknowledged alarms Cleared Show only cleared alarms To edit active alarms: 1 Select the Alarms page. 2 Edit the active alarms by clicking the checkbox next to the alarm you want to edit and select the appropriate option from the --Actions dropdown menu: Acknowledge Acknowledge the alarm without clearing it from the system Clear Clear the alarm from the system Once you acknowledge or clear the alarm, it is removed from the active alarms list. You can review the alarm by selecting the appropriate option from the Show Active dropdown menu. Threshold The THRESHOLD page shows the current threshold values of some or all RealPresence Platform Director alarms. When a monitored metric exceeds a threshold, an alarm is raised. To view alarm thresholds: 1 Select MONITORING > Threshold. The following Details screen displays. Polycom, Inc. 74

75 2 Click on one of the component types listed in the subtabs on the left of the screen. The Resources column will display the resources available for the selected component. 3 Update the Critical Value in % and Warning Value in % fields for each resource on the selected component. Check or clear the Enable Alarm checkbox to determine if RealPresence Platform Director will show the alarm for the given resource threshold. 4 Click UPDATE to save the alarm threshold values. Polycom, Inc. 75

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77 Settings Page In the Settings page of RealPresence Platform Director, you can set specific settings for the platform and for specific applications. Platform Settings This section describes the settings you can update for the RealPresence Platform Director system. Date and Time RealPresence Platform Director uses a Network Time Protocol (NTP) Server to set the system date and time. To set the date and time: 1 Select PLATFORM SETTINGS > DATE TIME. The following window displays. 2 Update or view the following settings: NTP Server The NTP server IP address or FQDN to synchronize the time on the RealPresence Platform Director system Time Zone The time zone (UTC) of the RealPresence Platform Director (not a configurable field) Date & Time The current date and time for RealPresence Platform Director (not a configurable field) 3 Click UPDATE. Certificates RealPresence Platform Director requires a secure connection. When a secure connection is established, the browser receives a self-signed certificate or a certificate signed by a third party Certificate Authority (CA) verifying the identity of the RealPresence Platform Director. Polycom, Inc. 77

78 This section describes how to generate self-signed certificates and certificate sign requests (CSRs), how to view, download, and delete certificates, and how to upload third-party signed and trust certificates to the RealPresence Platform Director. Generate Certificates and CSRs To generate self-signed certificates and certificate sign requests (CSRs), send the CSRs to a third-party Certificate Authority for a digital signature, and then upload the signed certificate. For details on uploading certificates, see Upload Certificates or Certificate Chain. Caution: Overwrite Warning Be sure you need a new certificate or CSR before following this procedure. Generating a new certificate or CSR overwrites the previous one. To generate certificates and CSRs: 1 Go to the CERTIFICATE window on the Platform Settings page and click the Generate CSR/Certificate tab. The following window displays. 2 Enter the following information: Operation Type Choose one of the following options from the dropdown box: Type CSR Generates a Certificate Signing Request (CSR), sends the CSR to a third-party Certificate Authority for a digital signature, and then uploads the signed certificate to the server Certificate Generates a self-signed certificate Polycom, Inc. 78

79 Organization Organization name Organizational Unit Organization unit information Country Ttwo-letter ISO code for your organization s country State Complete state name (no abbreviations) Location Organization s city or location Sub Alternate Name List of host names protected by this certificate (the host names must be separated by commas) 3 Click GENERATE. Note: Restart RealPresence Platform Director Server After generating your certificate, the RealPresence Platform Director server must be restarted (rebooted) to recognize the certificate. View and Delete Certificates The RealPresence Platform Director admins use the certificate list to confirm if a certificate is needed or to delete obsolete certificates. This section shows you how to viewand delete certificates in the RealPresence Platform Director. To view or delete certificates and CSRs: 1 Go to the CERTIFICATE window on the Platform Settings page and click the Certificate list tab. Any existing certificates will display. 2 Select one of the following options: Click VIEW to view and/or download the certificate. When you view a certificate, you can also copy the certificate information to send to a third-party CA for signing. i. Copy the entire hash from BEGIN CERTIFICATE to END CERTIFICATE. ii. Paste the text in to a text file. iii. Save the file with a.cer extension and send it for signing. Click DELETE to delete the certificate. Polycom, Inc. 79

80 This option is only available to WebApp-trust certificates. Webserver certificates can only be regenerated or uploaded as a Certificate Authority signed certificate. For generating WebApp certificates, see Generate Certificates and CSRs. Caution: Deleting Trust Certificates Deleting trust certificates can break the chain of certificate trust. Upload Certificates or Certificate Chain RealPresence Platform Director enables admins to upload two types of required certificates: third-party certificates signed by a Certificate Authority and trust certificates. The trust certificate of the old RealPresence Platform Director has to be uploaded for migrating data successfully to the new RealPresence Platform Director. To upload a certificate: 1 Go to the CERTIFICATE window on the Platform Settings page and click the Upload Certificate tab. The following window displays. 2 Perform one of the following options: Upload a third-party signed certificate. i. Select the WebServer Own option in the Type dropdown menu. ii. Click the Choose File button. iii. Navigate to the certificate or certificate chain, and click OPEN. iv. Click UPLOAD. Upload a trust certificate. i. Select the WebServer Trust option in the Type dropdown menu. ii. Click the Choose File button. iii. Navigate to the certificate, and click OPEN. iv. Click UPLOAD. Polycom, Inc. 80

81 After uploading a certificate, either restart the Tomcat server to recognize that certificate, or reboot the instance. To restart Tomcat: 1 Using either the vsphere console or by connecting via an SSH client to the RealPresence Platform Director FQDN, access the RealPresence Platform Director console. 2 Log in using caxis for both your username and password. 3 Restart the server by entering the command: services <tomcat6> restart. Note: Uploading Certificates Browser Requirements You can only upload a certificate using either Chrome or Firefox; you cannot upload a certificate using Internet Explorer. Logs RealPresence Platform Director log levels are listed in a hierarchy and are displayed in a dropdown menu. When you select a log level, RealPresence Platform Director prints the selected level, along with all the lower levels, to a log file that you can download. This section explains each log level, shows you how to select a log level to print, and shows you how to download the log file. To select a log level or download the log file: 1 Select PLATFORM SETTINGS > LOGS. The log level options screen displays. 2 Select the Level dropdown menu to display all of the log level options in hierarchical order as shown next. 3 Choose one of the following log levels. Polycom recommends the INFO log level for better performance. ALL Turns on all logging. TRACE Logs more in-depth information than Debug. These logs are also helpful for debugging. DEBUG Logs in-depth information that is helpful for debugging. Polycom, Inc. 81

82 INFO Logs messages that highlight the progress of the application at a less in-depth level. WARN Logs potentially harmful situations. ERROR Logs errors that might still allow the RealPresence Platform Director to keep running. OFF Turns off the logging. Note: Log Level Hierarchy When a log level is selected, all levels beneath the selected level are also printed. For example, selecting INFO will print the INFO, WARN, and ERROR levels. 4 Select one of the following options: Click UPDATE to begin printing from the selected level. Click DOWNLOAD to download the log file. Migrate Software Use the migration feature to update RealPresence Platform Director, RealPresence CloudAXIS Suite, and RealPresence Platform component Images, Provider information, Zone information, and all the instances that you manage and monitor, You can migrate all these components to a new version of the RealPresence Platform Director. To deploy an updated version of RealPresence Platform Director software: 1 Obtain the new RealPresence Platform Director software.ova file 2 Deploy it using the instructions found in the Deploy the RealPresence Platform Director section. 3 Use the following instructions to migrate the provisioning and state information from the existing server running the older software to the new instance. Before you begin the migration process, verify that you have already loaded the correct certificates on the VM that you wish to migrate the settings to, (i.e., the new RealPresence Platform Director). Caution: Using the Old RealPresence Platform Director Instance during Migration Polycom recommends that you do not use the old RealPresence Platform Director during migration as newer configuration data will not get migrated. To access the Migration Interface: 1 Select Platform Settings > MIGRATE. The following screen displays. Polycom, Inc. 82

83 2 Enter your system password in the Password field to validate the user rights for the new RealPresence Platform Director. 3 Click OK, and the DATA MIGRATION screen displays. 4 Choose one of the following options: If you have not previously loaded a security certificate from the old RealPresence Platform Director (Upload Certificates or Certificate Chain), you must select upload it or your migration will fail. The Upload Certificate screen displays if you make this selection. Choose a certificate type and file, and click UPLOAD, then click OK. If you have already uploaded a certificate, click YES, skip Step 6 to continue the migration. 5 On the Remote system details screen that displays, enter the information from the old RealPresence Platform Director instance and click Migrate: Hostname (FQDN) Admin Username Password Polycom, Inc. 83

84 6 Wait for the User Interface to indicate that the information from the old RealPresence Platform Director instance has been successfully imported. When this import has finished, the current RealPresence Platform Director will do an internal configuration before rebooting itself. 7 When the RealPresence Platform Director VM has restarted, log in with the admin credentials from the old RealPresence Platform Director and verify that the settings are correct. Note: Verifying Migration Once the data is successfully migrated, make sure that the DNS records are updated to point to the new RealPresence Platform Director. Configure SMTP To access SMTP settings: 1 Select PLATFORM SETTINGS > SMTP to update or set your SMTP settings. 2 Enter your server information and ID. Click the Send checkbox if you wish to receive s from RealPresence Platform Director. Polycom, Inc. 84

85 3 If you click the Secure checkbox, two new fields will appear for you to add the login ID and password 4 Click UPDATE to save your changes. Activate Licenses Activate your RealPresence Platform Director license first before you begin to configure the RealPresence Platform Director. Although you can use the RealPresence Platform Director immediately as a free 60-day Trial Version, all configuration and monitoring activity will be lost if you fail to activate the license before the trial period expires. License activation, as well as deactivation, can be done in either an online or an offline mode. Online Mode To activate the RealPresence Platform Director license in online mode: 1 Log into RealPresence Platform Director using super admin credentials. 2 Select Settings > Platform Settings > LICENSE. The following screen, in the default Online Activation mode, displays. Polycom, Inc. 85

86 3 Activate your RealPresence Platform Director license by entering your Activation Key in the Activation Key field. You receive your Activation Key in an after you purchase the RealPresence Platform Director product. 4 Click ACTIVATE. A refreshed screen displays, showing the license key that you applied along with the activation date. Note the Deactivate option next to the Activation Key s license number. You can reuse a license on another RealPresence Platform Director instance if you first deactivate the current license. To deactivate the RealPresence Platform Director license in online mode: 1 Click Deactivate next to the Activation Key. The following window displays: 2 Click YES to deactivate the license, or NO to cancel deactivation. If you click YES, call Polycom Support to generate another Activation Key with another device ID. Offline Mode To activate the RealPresence Platform Director license in offline mode: 1 Select Settings > Platform Settings > LICENSE. 2 Select Offline Activation from the Mode dropdown box. 3 Enter your RealPresence Platform Director Activation Key in the Platform Director Activation Key field. You receive your Activation Key in an after you purchase the RealPresence Platform Director product. Polycom, Inc. 86

87 4 Click Download Activation Request File. 5 Click Save on the file confirmation window that pops up on your browser. A.bin file is sent to your computer, and the Activation Request File downloads. 6 Go to and log in with your credentials. 7 Select the Upload Capability Request option from the left side of the screen. 8 On the Upload Capability Request screen, browse to the file that you downloaded in step 5. 9 Click SEND. The Flexera system responds by sending back the response.bin file. 10 Save the.bin file to your local computer. 11 Under the Upload Activation Response file, click Choose File to select and upload your activation response file saved in step Click ACTIVATE to activate the Services Portal license. A message will appear stating that the license has been activated. Proxy Settings To configure Proxy Settings: 1 Click SETTINGS > Platform Settings > PROXY. The following screen displays: Polycom, Inc. 87