Polycom VMC 1000 Version 2.0 Getting Started Guide

Transcription

1 Polycom VMC 1000 Version 2.0 Getting Started Guide 2.0 February B3

2 Trademark Information Polycom, the Triangles logo, ReadiManager, SoundPoint, SoundStation, ViaVideo, VoiceStation, Vortex, and VSX are registered trademarks of Polycom, Inc. Convene, Global Management System, ipower, MGC, People+Content, People On Content, Polycom Conference Suite, Polycom Converged Management Application (CMA ), Polycom Distributed Media Application (DMA ), Polycom HD Voice, Polycom PathNavigator, Polycom VideoPlus, Polycom VoicePlus, PVX, RAS, ReadiConvene, RMX 2000, RSS, V2iU, VBP, VS4000, and VTX are trademarks of Polycom, Inc. All other trademarks are the property of their respective owners. Patent Information The accompanying product is protected by one or more U.S. and foreign patents and/or pending patent applications held by Polycom, Inc Polycom, Inc. All rights reserved. Polycom, Inc Willow Road Pleasanton, CA 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

3 Contents Contents 1About this Guide vii About the Polycom VMC vii Customer Support viii Polycom Global Services Telephone viii 1 Polycom VMC 1000 Hardware Setup Hardware Installation Procedures Safety Notice and Warnings Environmental Warning Ratings Electrical and General Safety Guidelines Disposing of Battery Backup Units - If Applicable Unpacking the Appliance Before you begin The 4-post rack assembly consists of: The 2-post rack assembly consists of: Site Preparation Setup location, rack and appliance precautions Rack Installation Post Rack Installation Post Rack Installation Rear Panel Connections Front Panel Operation Using the Appliance Wizard Preparations Requirements Locating Serial Numbers Port Information for the VMC Optional Ports for Specific Use Cases Connecting Your PC to the VMC 1000 Appliance Polycom VMC 1000 Appliance Wizard Using the Appliance Wizard Next Steps Launching the Administrative Portal Launching the Viewer Portal Polycom, Inc. iii

4 Polycom VMC 1000 Getting Started Guide Administrative Portal Setup Performing Further Appliance Configuration Upgrading the VMC Designating Network Shares Applying a Patch Confirming Upgrade Status Using the Appliance Configurator About the Appliance Configurator System About Date and Time Security Profile Restore Defaults System Profile Network Domain Configuration Remote Desktop Access Certificates Certificate Authorities User Management Change My Password Reset Password Add User Manage Users Operations Network Shares Backup Restore Logs Netstat Ping Trace Route Route IP Config Processes Upgrade Shut Down A Regulatory Notices iv Polycom, Inc.

5 About this Guide This guide explains how to configure the Polycom VMC 1000 appliance as part of the Polycom video conferencing solution. This chapter includes the following sections: About the Polycom VMC 1000 Customer Support About the Polycom VMC 1000 The Polycom VMC 1000 manages live and video-on-demand (VOD) content created by Polycom RSS devices and manages video streams created by other devices and uploaded to the Polycom VMC It provides scalable and reliable content access by means of streaming protocols to end users across the entire enterprise. The Polycom VMC 1000 discovers new live and archived video calls recorded by RSS devices by periodically polling all registered servers for a list of live and archived calls. After each request, the Polycom VMC 1000 compares the current list with a list obtained by the previous request and discovers the difference between the two states (i.e. which live conferences and recorded files were added). The Polycom VMC 1000 uses this information to create assets (Content Repository items) and published events (Programs) to be accessed by end users (Content Owners, Site Administrators, and Viewers). The Polycom VMC 1000 uses different time frames to query for live and recorded content - for example, it could query every 10 seconds for new live streams and every 60 seconds for new recorded files. Once a live stream from the RSS device is discovered, it is connected to an entry point (publishing point) on a standard Windows Media Server 9. The Polycom VMC 1000 only requires a single stream to be pulled from a recording and streaming server to enable hundreds of streams. The Polycom VMC 1000 publishes live event links on its Viewer Portal and redirects end users to the live streams from a streaming server. Polycom, Inc. vii

6 Polycom VMC 1000 Getting Started Guide Customer Support Once a video archive recorded by an RSS device is discovered by the Polycom VMC 1000, it is transferred from the device to a central repository managed by the Polycom VMC The managed content can then be assigned access control parameters and published to the Polycom VMC 1000 to be accessed by the Viewer Portal (which contains an embedded Window Media player), or by the Windows Media Player, depending upon which option the Site Administrator selects during setup. The following figure shows how the Polycom VMC 1000 works as part of the Polycom video conferencing solution: Customer Support Recognizing that technology alone cannot solve today s complex challenges, Polycom Global Services provides the industry s best technical support staff and programs to let you concentrate on the task at hand. VMC 1000 users can select from a variety of support solutions to obtain the level of support that best meets their needs. Before contacting your Polycom Global Services representative for technical assistance, gather as much information as possible about your situation. Any information you can provide helps us assess the problem and develop an appropriate solution. Polycom Global Services Telephone If you have comments or questions about VMC 1000 or if you need technical assistance, contact: Polycom Global Services in U.S.A Denver metro or outside U.S.A viii Polycom, Inc.

7 1 Polycom VMC 1000 Hardware Setup This chapter explains how to perform the hardware installation for the VMC 1000 appliance. Hardware Installation Procedures Safety Notice and Warnings Ratings Electrical and General Safety Guidelines Unpacking the Appliance Hardware Installation Procedures To configure the VMC 1000 appliance as part of the Polycom video conferencing solution, you must have the: PC to initialize and configure the VMC 1000 appliance. Ethernet cable to connect the PC to the VMC 1000 appliance. Provided IP address to log into the VMC 1000 appliance. Safety Notice and Warnings Environmental Warning Perchlorate Material - special handling may apply. See This notice is required by California Code of Regulations, Title 22, Division 4.5, Chapter 33: Best Management Practices for Perchlorate Materials. This product/part includes a battery that contains Perchlorate material. Polycom, Inc. 1

8 Polycom VMC 1000 Getting Started Guide Ratings Ratings V: VAC (auto-range) Hz: 60/50 A: 4.0 Electrical and General Safety Guidelines CAUTION This appliance is intended for installation in restricted areas only. Initial setup and maintenance should be performed by qualified personnel. CAUTION Power down the appliance following the operating system s proper power down procedure from the front panel. Unplug all AC power cord(s) before servicing. CAUTION To avoid electrical shock, check the power cords as follows. This product is to be installed in Restricted Access Location only. Use the exact type of power cords required. Use power cord(s) that came with safety certifications. Power cord(s) must comply with AC voltage requirements in your region. The power cord plug cap must have an electrical current rating that is at least 125% of the electrical current rating of this product. The power cord plug cap that plugs into the AC receptacle on the power supply must be an IEC 320, sheet C13, type female connector. Plug the power cord(s) into a socket that is properly grounded before turning on the power. 2 Polycom, Inc.

9 Electrical and General Safety Guidelines Polycom VMC 1000 Hardware Setup CAUTION Required operating conditions for the appliance are - Temperature: 10 to 35 degrees C. Humidity, non-condensing: 8 to 90%. CAUTION Risk of explosion if the battery is installed upside down or is replaced by an incorrect type. Dispose of used batteries according to the instructions. Disposing of Battery Backup Units - If Applicable WARNING If the BBU is damaged in any way, toxic chemicals may be released. The material in the battery pack contains heavy metals that can contaminate the environment. Federal, state, and local regulations prohibit the disposal of rechargeable batteries in public landfills. Be sure to recycle the old battery packs properly. Comply with all applicable battery disposal and hazardous material handling laws and regulations in the country or other jurisdiction where you are using the BBU. WARNING There is danger of an explosion if the battery is incorrectly replaced. Replace it only with the same or equivalent type recommended by the manufacturer. Dispose of used batteries according to the manufacturer s instructions. WARNING Disconnect the power supply at the circuit breaker before accessing any components. Turning off the system power supply switch does not reduce the risk of electrical shock from the power supply terminal block. Polycom, Inc. 3

10 Polycom VMC 1000 Getting Started Guide Electrical and General Safety Guidelines CAUTION To prevent the unit from overheating, never install the appliance in an enclosed area that is not properly ventilated or cooled. For proper airflow, keep the front and back sides of the appliance clear of obstructions and away from the exhaust of other equipment. Be aware of the locations of the power switches on the chassis and in the room, so you can disconnect the power supply if an accident occurs. Take extra precautionary measures when working with high voltage components. Do not work alone. Before removing or installing main system components, be sure to disconnect the power first. Turn off the system before you disconnect the power supply. Use only one hand when working with powered-on electrical equipment to avoid possible electrical shock. Use rubber mats specifically designed as electrical insulators when working with computer systems. The power supply or power cord must include a grounding plug and must be plugged into grounded outlets. 4 Polycom, Inc.

11 Unpacking the Appliance Polycom VMC 1000 Hardware Setup CAUTION Electric Static Discharge (ESD) can damage electronic components. To prevent damage to your system board, it is important to handle it very carefully. The following measures can prevent ESD damage to critical components. Use a grounded wrist strap designed to prevent static discharge. Keep all components and printed circuit boards (PCBs) in their antistatic bags until ready for use. Touch a grounded metal object before removing the board from the antistatic bag. Do not let components or PCBs come into contact with your clothing, which may retain a charge even if you are wearing a wrist strap. Handle a board by its edges only; do not touch its components, peripheral chips, memory modules or contacts. When handling chips or modules, avoid touching their pins. Put the motherboard and peripherals back into their antistatic bags when not in use. For grounding purposes, make sure your computer chassis provides excellent conductivity between the power supply, the case, the mounting fasteners and the motherboard. Unpacking the Appliance Before you begin Place the VMC 1000 appliance on a stable flat surface in the selected location. Verify that the ship kit includes the following for installing the appliance in your rack: One power cord Screws, cone washers and cage nuts (shown below) 4-post and/or 2-post rack rail bracket assemblies Polycom, Inc. 5

12 Polycom VMC 1000 Getting Started Guide Unpacking the Appliance Hardware Kit: screws, cone washers, and cage nuts (from left to right) (Eight) M5 x 12 flat head screws (Two) x 3/4 pan head screws (Twenty-two) M4 x 4 truss head screws (Eight) M5 x 12 cone washers (Ten) M5 Cage nuts NOTE: Use the hardware supplied with your specific rack if different from the hardware supplied in this kit. The 4-post rack assembly consists of: A set of long, fixed rack brackets that attach directly to the rack itself. A set of medium-sized adjustable rack brackets that attach to the long, fixed rack brackets. The 2-post rack assembly consists of: A set of long, fixed rack brackets. Three sets of short rack brackets that attach to the long fixed rack brackets. One of these sets has threaded holes (for placement in the front) to allow the appliance to be secured in the rack. Site Preparation Setup location, rack and appliance precautions Elevated Operating Ambient - If installed in a closed or multi-unit rack assembly, the operating ambient temperature of the rack environment may be greater than room ambient. Therefore, consideration should be given to installing the equipment in an environment compatible with the maximum ambient temperature (Tma) specified by the manufacturer. Always keep the rack s front door and all panels and components on the appliances closed when not servicing to maintain proper cooling. 6 Polycom, Inc.

13 Unpacking the Appliance Polycom VMC 1000 Hardware Setup Reduced Air Flow - Installation of the equipment in a rack should be such that the amount of air flow required for safe operation of the equipment is not compromised. Leave enough clearance, approximately 25 inches in the front, and 30 inches in the back of the rack to enable you to access appliance components and allow for sufficient air flow. Mechanical Loading - Mounting of the equipment in the rack should be such that a hazardous condition is not achieved due to uneven mechanical loading. All racks must be mounted securely. Ensure that all leveling jacks or stabilizers are properly attached to the rack. If installing multiple appliances in a rack, make sure the overall loading for each branch circuit does not exceed the rated capacity. Do not slide more than one appliance out from the rack at a time. Extending more than one appliance at a time may result in the rack becoming unstable. Install your appliance in the lower part of the rack because of its weight and also for ease in accessing appliance components. Circuit Overloading - Consideration should be given to the connection of the equipment to the supply circuit and the effect that overloading of the circuits might have on overcurrent protection and supply wiring. Appropriate consideration of equipment nameplate ratings should be used when addressing this concern. Reliable Earthing - Reliable earthing of rack-mounted equipment should be maintained. Particular attention should be given to supply connections other than direct connections to the branch circuit (e.g. use of power strips). Install near appropriate AC outlets, and Ethernet hubs or individual jacks. Be sure to install an AC Power Disconnect for the entire rack assembly. The Power Disconnect must be clearly marked.ground the rack assembly properly to avoid electrical shock. Rack Installation 4-Post Rack Installation Unpack the appliance and locate the mounting hardware. NOTE: The following installation procedures for are for use with the rails and hardware provided in your ship kit. If different style rails are being used, or if your rack requires different hardware, refer to the instructions provided with your rail or rack ship kit. Polycom, Inc. 7

14 Polycom VMC 1000 Getting Started Guide Unpacking the Appliance NOTE: When removing the appliance from the 4-post rack, you will need to press down on the right locking tab and lift up on the left locking tab in order to release it from the rack. Carefully slide it out supporting the unit on both sides at all times. Step 1 Locate the two rack rail brackets that came in your ship kit. Attach the medium-sized adjustable rack bracket to the longer fixed rack bracket as shown. Insert the tab on the rear of the medium adjustable rack bracket through the larger round opening on the back end of the long fixed rack bracket and slide the long bracket forward to keep the two brackets from coming apart. These rail brackets slide to accommodate different rack depths. Rack bracket tab Rear medium-sized adjustable bracket Step 2 Insert a cage nut into each of the square holes in the rack you will be using as shown (three in the front and two in the rear). They click into place. Attach the rack /rail assemblies to the rack using two M5 x 12 flat head screws and cone washers in the front and back. The convex side of the cone washers face toward the rack. 8 Polycom, Inc.

15 Unpacking the Appliance Polycom VMC 1000 Hardware Setup Make sure the rack / rail assemblies and screws are aligned in the rack not only in the front and back, but are level in height on the left and right sides for proper alignment for appliance installation. Two M5 x 12 flat head screws and two cone washers (rear) Outer fixed chassis rails Two cage nuts (rear) 4-post rack Two M5 x 12 flat head screws and two cone washers Three cage nuts (front) Step 3 Align the fixed chassis rails on the appliance with the fixed rack rail brackets installed in the rack. Carefully slide the appliance into the rack until you hear the locking tabs on each side of the fixed front rails click into place. Push the appliance all the way into the rack until it stops. Sefcure the unit in the rack using a x 3/4" truss head screw (and a cage nut if not already installed) in the center hole on each rail. Two x 3/4" truss head screws * Right Locking tab Fixed chassis rail (attached prior to shipment) Release mechanism for the bezel is located on this side. 2-Post Rack Installation Unpack the appliance and locate the mounting hardware. Polycom, Inc. 9

16 Polycom VMC 1000 Getting Started Guide Unpacking the Appliance NOTE: The following installation procedures are for use with the rails and hardware provided in your ship kit. If different style rails are being used, or if your rack requires different hardware, refer to the instructions provided with your rail or rack ship kit. NOTE: When removing the appliance from the 2-post rack, you will need to press down on the right locking tab and lift up on the left locking tab in order to release it from the rack. Carefully slide it out supporting the unit on both sides at all times. Step 1 Locate the two long and six short rack brackets that came in your ship kit. Securely attach the set of short brackets with the threaded screw holes to the long bracket in the front as shown. Use two M4 truss head screws for each bracket. Loosely attach one set of the other short brackets to the long fixed bracket as shown using one M4 truss head screw on each bracket. The three holes on the flap will face toward the back for later attachment to the 2-post rack. Loosely attach the remaining set of short brackets to the long fixed bracket as shown using one M4 truss head screw on each bracket. The three holes on the flap will face toward the front for later attachment to the 2-post rack. B C Small fixed rack brackets Long bracket A B C Small fixed rack brackets Small fixed rack brackets with threaded holes A Two M4 truss head screws One M4 truss head screw Step 2 Attach the assembled brackets to the 2-post rack. Insert two M5 x 12 flat head screws through the short brackets into the 2-post rack (in the front and back of therack as shown) and tighten. Make sure the brackets are aligned and level in height, not only in the front and back but also on the left and right sides. 10 Polycom, Inc.

17 Unpacking the Appliance Polycom VMC 1000 Hardware Setup Tighten each of the the single screws on the small fixed brackets (located on either side of the rack) to secure the brackets in the rack and ensure appliance stability. A A A M5 x 12 flat head screws* (two front and rear) A B B Step 3 Align the fixed chassis rails on the appliance with the fixed rack rail brackets installed in the rack. Carefully slide the appliance into the rack until you hear the locking tabs on each side of the fixed front rails click into place. Push the appliance all the way back into the rack until it stops. Secure the unit in the rack using a x 3/4" truss head screw in the center hole on each rail. Two x 3/4" truss head screws * Right locking tab Fixed chassis rail (attached prior to shipment) Release mechanism for the bezel is located on this side. Polycom, Inc. 11

18 Polycom VMC 1000 Getting Started Guide Unpacking the Appliance Rear Panel Connections Connect Cables 1 Connect the power cords. 2 Connect the ethernet cables to port 1. NOTE: Both power cords need to be plugged into the appliance. If they are not both plugged in there is an alarm that sounds providing an alert that there is an issue with the unit 12 Polycom, Inc.

19 Unpacking the Appliance Polycom VMC 1000 Hardware Setup Front Panel Operation Power Button Remove the front bezel by pressing in on the right side of the bezel to release it. To power the appliance on, press the power button located on the far right on the front side of the appliance. Once the system has been powered on, replace the bezel. NOTE: Do not power on the appliance until after configuring your laptop and connecting the crossover cables. Polycom, Inc. 13

20 Polycom VMC 1000 Getting Started Guide Unpacking the Appliance 14 Polycom, Inc.

21 2 Using the Appliance Wizard The VMC 1000 requires initial configuration via the browser-based Appliance Manager. This chapter explains how to use the Appliance Manager. This chapter includes the following sections: Preparations Requirements Locating Serial Numbers Port Information for the VMC Connecting Your PC to the VMC 1000 Appliance Polycom VMC 1000 Appliance Wizard Next Steps NOTE: Polycom strongly recommends upgrading to the latest version of the VMC 1000 and RHQ/QMM software prior to entering a production environment. The RHQ software must be up-to-date for proper functioning of the VMC and its delivery options. This chapter outlines necessary initial appliance configuration, but further software updates may be needed. The upgrade process is outlined in Chapter 3, Upgrading the VMC. Preparations To configure the Polycom VMC 1000 appliance as part of the Polycom video conferencing solution, you must have the: Polycom VMC 1000 appliance. PC to initialize and configure the VMC 1000 appliance. Crossover cable to connect the PC to the VMC 1000 appliance. Polycom, Inc. 15

22 Polycom VMC 1000 Getting Started Guide Requirements Requirements The following are minimum requirements for the PC to configure the VMC 1000 appliance: Appliance Manager Operating Systems: Windows XP, Windows Vista, Windows 7, Windows Server 2003, Windows Server Browsers:» Internet Explorer: The Polycom VMC 1000 Appliance Manager is verified to work with Internet Explorer 8.0 and the current release of Firefox, which at the time of the update of this documentation is Viewer Portal Operating System: Windows XP, Windows Vista, Windows 7, or Macintosh OS or Browsers:» Internet Explorer: the Polycom VMC 1000 Viewer Portal is verified to work with Microsoft Internet Explorer 6.0, 7.0, or 8.0 in Windows XP, and Microsoft Internet Explorer 7.0 or 8.0 in Windows Vista, with the features JavaScript, Enable Java, and Accept Cookies enabled.» Firefox: the Polycom VMC 1000 Viewer Portal is verified to work with the current release of Firefox, which at the time of the update of this documentation is » Safari: the Polycom VMC 1000 Viewer Portal is verified to work with the current release of Safari, which at the time of the update of this documentation is 4.0. Administrative Portal Operating System: Windows XP, Windows Vista, Windows Server 2003, Windows Server Browsers:» Internet Explorer: the Polycom VMC 1000 Administrative Portal is verified to work with Microsoft Internet Explorer 7.0 or 8.0 with the features JavaScript, Enable Java, and Accept Cookies enabled. 16 Polycom, Inc.

23 Locating Serial Numbers Using the Appliance Wizard Locating Serial Numbers Prior to powering on and configuring the Polycom VMC 1000 interface, users should locate the Windows License Key and Polycom VMC 1000 serial number. This will be needed in the configuration process. Windows License Key: The Windows License Key will be visible on a label provided by Microsoft, located on the top front left of the Polycom VMC 1000 appliance. Polycom Serial Number: The Polycom serial number is located on a label on the top front of the Polycom VMC 1000 appliance. The Polycom serial number is located on the bottom left of the label: Polycom, Inc. 17

24 Polycom VMC 1000 Getting Started Guide Port Information for the VMC Port Information for the VMC Network firewalls could interfere with the VMC s ability to share data using certain ports. The following table explains important port requirements. Function In/Outbound Port Number Protocol IP Resolution VMC Content Portals From any PC to VMC HTTP Administrative and Viewer Portal DNS/IP must be resolved. VMC Management Portal From any PC to VMC HTTPS VMC DNS/IP for Management Application must be resolved VMC Streaming (RTSP) From any PC to the VMC; port 554 must be open in both directions. For TCP: 554 For UDP: RTSP/TCP or RTSP/UDP DNS/IP must be resolved. Ports 5004 and 5005 are not mandatory. They are needed for UDP. If not open, use port 554 for TCP. VMC Streaming (HTTP) From any PC to the VMC Any free and open port, typically in the range of Default: 81 HTTP If a port other than 81 is used, it must be open on the VMC as well. VMC receiving live stream from the RSS 2000 From the VMC to the RSS HTTP The VMC must be able to resolve the RSS address. VMC receiving live stream from the RSS 4000 RSS API calls and content download from RSS VMC From the VMC to the RSS 4000 From the VMC to the RSS 2000 or RSS 4000 From the VMC to the server configured in VMC 554 RTSP The VMC must be able to resolve the RSS address. 80, 443 HTTP, HTTPS The VMC must be able to resolve the RSS 2000 or RSS 4000 address. 25 SMTP The VMC must be able to resolve the server address. NOTE: Specific encoders and delivery options may require other ports to be open. For more information, consult the Polycom VMC 2.0 Administrative Guide and the documentation for your respective encoders and CDNs. 18 Polycom, Inc.

25 Connecting Your PC to the VMC 1000 Appliance Using the Appliance Wizard Optional Ports for Specific Use Cases The table below outlines the ports that may need to be open on the network firewall in specific cases. Function In/Outbound Port Number Notes External storage access for content and backup (optional) From the VMC to NAS or SAN storage SMB/CIFS ports: 135, 138,138, and 445 Open by default on the VMC; only needed if VMC and storage do not reside on the same LAN LDAP From the VMC to LDAP 389 Only needed when LDAP is used as user repository RDP Access From any PC to VMC 3389 Connecting Your PC to the VMC 1000 Appliance 1 Turn on your PC. 2 On the PC, go to Start > Control Panel > Network Connections. 3 Right click Local Area Connections and select Properties. 4 Scroll down to the Internet Protocol (TCP/IP) option and highlight it. 5 Click Properties. Polycom, Inc. 19

26 Polycom VMC 1000 Getting Started Guide Connecting Your PC to the VMC 1000 Appliance 6 Click the Use the following IP address button. 7 Turn on the PC and configure your PC (LAN) with: IP Address: Mask: Gateway: Port should be open on the firewall, or the firewall should be disabled. 8 Plug the crossover cable into the network connection (LAN 1) for the VMC 1000 appliance. 9 Plug the crossover network cable into the network connection for the PC. 10 Turn on the Polycom VMC 1000 appliance. 11 Launch your Internet browser and navigate to 12 The Polycom VMC 1000 Appliance Manager will launch. Log into the Polycom VMC 1000 Appliance Manager using the following credentials: User Name: applianceadmin Password: D3F@ultP@55w0rD 20 Polycom, Inc.

27 Polycom VMC 1000 Appliance Wizard Using the Appliance Wizard Polycom VMC 1000 Appliance Wizard Prior to performing any configuration changes in the Polycom VMC 1000 Appliance Manager, you must perform an initial configuration. Using the Appliance Wizard The Polycom VMC 1000 Appliance Manager includes an Appliance Wizard to assist you in necessary initial configuration. NOTE: All users must use the Appliance Wizard to perform initial configuration. If at any point you encounter a configuration step that needs further explication, click the Help link in the upper left-hand corner. To use the Appliance Wizard: 1 The Appliance Manager will launch in Appliance Wizard mode. This will launch the Appliance Wizard. 2 The Welcome Page will appear. Please read and review the contents of this page before clicking Next. Polycom, Inc. 21

28 Polycom VMC 1000 Getting Started Guide Polycom VMC 1000 Appliance Wizard 3 The Country Preference dialog will appear. Choose a preference and click Next. 22 Polycom, Inc.

29 Polycom VMC 1000 Appliance Wizard Using the Appliance Wizard 4 The Windows License dialog will appear. You will prompted to enter your Windows License Key. Choose a License Type from the drop-down menu. 5 By default, users should select Other. The license types include: OEM: OEM licenses are associated with the given appliance only. This is no longer the license type for the VMC 2.0. Evaluation: An evaluation license is a temporary permit to use the appliance. The sole purpose of this license is to bridge the operation of the appliance while the user is providing a permit license solution, e.g., a Key Management Server license. Key Management Server (KMS): KMS is one of two Microsoft volume licensing agreements. If you choose KMS, the license key will be filled by the application. If chosen, you will also need to enter:» Server Name: the name of the key management server. If left blank, Windows Server should attempt to discover the server within the domain.» Server Port: the port number of the key management server. If left blank, Windows Server should attempt to discover the server within the domain, using the default port number. Polycom, Inc. 23

30 Polycom VMC 1000 Getting Started Guide Polycom VMC 1000 Appliance Wizard Multiple Access Key (MAK): MAK is the other form of volume licensing agreement. The dialog is similar to KMS. If chosen, you will also need to enter:» Server Name: the name of the multiple access key server. If left blank, Windows Server should attempt to discover the server within the domain.» Server Port: the port number of the multiple access key server. If left blank, Windows Server should attempt to discover the server within the domain, using the default port number.» License Key: the license key you received as part of the MAK agreement for Windows 2008 Enterprise servers. Retail: a Retail license is a single use license for Windows 2008 R2 Enterprise Server obtained through Microsoft. This is an off-the-shelf license, e.g., one obtained through an online store that contains media and the license. Other: if using a normal Polycom appliance, users should select Other and enter the Windows License Key which was shipped with he appliance. When you have selected your Windows License Type and entered your Windows License Key, click Next. It will take 60 seconds for the information to be processed. 24 Polycom, Inc.

31 Polycom VMC 1000 Appliance Wizard Using the Appliance Wizard 6 The Appliance License Registration dialog will then appear. Enter your 16-digit appliance license key, provided by Polycom. a b To receive the Appliance License key, contact Polycom Global Support or your Polycom sales representative. You will need to supply your Polycom Serial Number. If you have lost or were not supplied with a serial number, this screen will provide you with one or two MAC Addresses. These can also be provided to Polycom for licensing purposes. To view the features included with your license, click the License Details button. A list of features and their respective statuses will appear. Click Next when complete. Polycom, Inc. 25

32 Polycom VMC 1000 Getting Started Guide Polycom VMC 1000 Appliance Wizard 7 The Security Downgrade dialog will then appear. This page allows you to downgrade the security constraints for the Polycom VMC 1000 appliance. If your license agreement permits it, you may select the Lower Security Level checkbox to downgrade the appliance to Secure setting. This allows appliance administrators to set lower-than-default security requirements. NOTE: Lower Security Level is a one-time choice. The application of a higher security level cannot be undone without restoring system defaults. Please note that appliance licenses that mandate a higher security level will not allow a security downgrade. In the Login Greeting field, you may edit the default text and HTML for the login screen for the Appliance Manager. Once you have completed all edits, click Next. 26 Polycom, Inc.

33 Polycom VMC 1000 Appliance Wizard Using the Appliance Wizard 8 The User Registration dialog will appear. Enter your information into the appropriate fields. Click Next when complete. NOTE: This information is maintained on the appliance. It is not sent over the network. Polycom, Inc. 27

34 Polycom VMC 1000 Getting Started Guide Polycom VMC 1000 Appliance Wizard 9 The Network Names dialog will appear. Enter the computer name and the DNS suffix you wish to use for the appliance. Click Next. 28 Polycom, Inc.

35 Polycom VMC 1000 Appliance Wizard Using the Appliance Wizard 10 The Network Configuration dialog will appear. Here you can associate the Management Application or Appliance Manager with network interface module independent from that used by the Web Application elements (the Administrative and Viewer Portals). This dialog will also allow you to configure the ports and IP addresses used by those modules. a b c In the Bindings tab, designate which Network Adapter you wish to use for both the Management Application and the Web Application. Please note that if you wish to designate independent IP addresses for the Management and Web Applications, you must select separate network adapters. To configure a network interface, navigate to the eth0 or eth1 tabs, depending on which adapter you wish to edit. Configure the IP address for the network interface: Polycom, Inc. 29

36 Polycom VMC 1000 Getting Started Guide Polycom VMC 1000 Appliance Wizard» If you have chosen IPv4, you will need to choose whether to use DHCP, DHCP with manual address, Manual (which will use a static address, designated in the subsequent fields), or Off (which will disable the address).» If you have chosen IPv6, choose either Automatic or Manual (which will use a static address, designated in the subsequent fields). NOTE: Polycom strongly recommends using a static IP address for the network interface used by the Management Application. d e Click Save and return to the ApplPorts tab. If you need to change the ports used by the Web and Management Applications, you may do so now. Leave the HTTP Port field under Management Application blank. NOTE: If you do not designate separate network interfaces for the Web and Management Applications, they must not use the same ports. Click Next. 30 Polycom, Inc.

37 Polycom VMC 1000 Appliance Wizard Using the Appliance Wizard 11 A final summary window will appear. Click the Details link beside each item in the table in order to review your configuration information. Click Setup Shutdown to complete the configuration. Polycom, Inc. 31

38 Polycom VMC 1000 Getting Started Guide Polycom VMC 1000 Appliance Wizard 12 After installing, you will be prompted to restart the appliance. Choose the Restart radio button and enter any text in the explanation field. 32 Polycom, Inc.

39 Next Steps Using the Appliance Wizard 13 You will then be returned to the summary screen. Click Install. The Polycom VMC 1000 Appliance will then restart. NOTE: You must restart the appliance in order to apply all changes. NOTE: Occasionally, the Appliance Manager will fail to bind to the NIC after the server reboots. In this case, the QAM Tomcat Service and the QAM Service will need to be restarted. Next Steps After completing the Appliance Wizard and performing a restart, you should be able to begin using your Polycom VMC Polycom, Inc. 33

40 Polycom VMC 1000 Getting Started Guide Next Steps Launching the Administrative Portal To access the Administrative Portal, navigate to the following URL: where <server> is the server name or IP Address of the Polycom VMC 1000 web application, as set in the wizard. You will then be prompted to login: The default super user login credentials are: User Name: Password: password For information on configuration and administrative tasks to be performed in the Polycom VMC 1000 Administrative Portal, please consult the Polycom VMC 1000 Version 2.0 Administrators Guide. Launching the Viewer Portal The URL for the Viewer Portal Login page uses the following default convention: where <server> is the name or IP Address of the Polycom VMC 1000 web application, and <domain> is the domain configured in the Administrative Portal. The default, preconfigured Viewer Portal can be accessed here: 34 Polycom, Inc.

41 Next Steps Using the Appliance Wizard Administrative Portal Setup After first logging in to the Administrative Portal, the correct IP or DNS value should be set throughout the portal in order to ensure proper upload and delivery of content. The same value should be used in the locations outlined below. The DNS or IP values should be set up throughout the VMC interface. While the VMC ships with a default address, this address will not work on internal networks. A DNS value or an IP address must be assigned. Although either will work, DNS is easier to remember and is consequently recommended. 1 Log into the VMC Administrative Portal. 2 Navigate to System > Domain. Click Default Domain. 3 On the Edit System Default Domain page, enter the new value in the Site URL field. 4 Navigate to Resources > Storage. 5 Click Local Storage. Polycom, Inc. 35

42 Polycom VMC 1000 Getting Started Guide Next Steps 6 The Edit Local Storage page will appear. Click the HTTP access point. 7 Enter the appropriate DNS or IP address in the Host field and save. 8 Navigate to Delivery > Delivery Options.The HTTP Server and the Local Windows Media Server will need to be edited. Click the names of each respective delivery option. 36 Polycom, Inc.

43 Next Steps Using the Appliance Wizard a In the Edit HTTP Server dialog, enter the IP or DNS in the Host field. Save and return to the Delivery Options screen. b In the Edit Local Windows Media field, enter the IP or DNS in the Host field. Save when completed. 9 The DNS/IP configuration is now complete. For information on further necessary configuration, please refer to the Polycom VMC 2.0 Getting Started Guide. Performing Further Appliance Configuration The Polycom VMC 1000 Appliance Manager enables further setup tools via the Appliance Configurator. The Appliance Configurator can be accessed at the following URL: where <ManagementAppIP> is the name or IP Address of the Polycom VMC 1000 management application, and <port> is the port assigned to the management application (usually 10443). Both variables were configured in the wizard, as detailed above. Please consult the following chapter for more information on the Appliance Configurator. Polycom, Inc. 37

44 Polycom VMC 1000 Getting Started Guide Next Steps 38 Polycom, Inc.

45 3 Upgrading the VMC This chapter explains how to use the Appliance Manager to apply an upgrade patch on the VMC 1000 appliance. This chapter includes the following sections: Designating Network Shares Applying a Patch Confirming Upgrade Status NOTE: The Upgrade tool is intended to be used for both VMC 1000 software patches and RHQ/QMM upgrades. Designating Network Shares The upgrade process in the Polycom VMC 1000 Appliance Manager requires that administrators specify two Network Shares: a Source and a Repository. The source is the location where packages initially reside, after having been downloaded from elsewhere. The repository is the staging area where selected packages are held for installation. If a package is directly placed on the appliance -- whether it s downloaded from the Polycom Global Services portal, an FTP site, or directly transferred via USB drive -- the source and repository may be the same location. Even when they point to the same location, both Source and Repository drives must still be specified in the Appliance Manager. Before specifying a Sources and Repositories in the Upgrade process, the appropriate Network Share must be created in the Appliance Manager configurator. To add a Network Share: 1 Launch the Appliance Manager Configurator. Polycom, Inc. 39

46 Polycom VMC 1000 Getting Started Guide Applying a Patch 2 Navigate to Operations > Network Shares. The Network Shares Configuration Dialog will appear. The dialog will display the status, share name, address, domain name, and associated user name for all shared resources. 3 To add a resource, click Add. You will be prompted to supply the following values: a Share Name: the share's descriptive name. b Network Resource Address: the share s pathway. c User Domain Name: the domain part of the user credentials. d User Name: the user name part of the user credentials. e User Password: the password portion of the user credentials. When all values have been entered, click Add. 4 To mount the resource, click the Mount button beside its name. 5 To change an existing shared resource, click the Edit button beside the name. The Edit Network Share dialog will appear. You will be prompted to supply the user credentials outlined above. Click Save when complete. 6 To remove a shared resource, click Delete. 7 When all changes have been made, click Refresh. Applying a Patch After placing the patch installation package on one of the Network Shares specified above, you can proceed through the patch application process. 1 Launch the Appliance Manager Configurator. 40 Polycom, Inc.

47 Applying a Patch Upgrading the VMC 2 Navigate to Operations > Upgrade. The Upgrade or Patch dialog will appear. Polycom, Inc. 41

48 Polycom VMC 1000 Getting Started Guide Applying a Patch 3 Select a Source Network Share and a Repository Network Share from the respective drop-down menus. As noted above, the Source Network Share is the location on which the patch installer package is located, and the Repository Network Share is the destination directory on the appliance. The same network share can be selected for both drop-downs. If this is the case, skip to step Polycom, Inc.

49 Applying a Patch Upgrading the VMC 4 Click the Source tab. Select either the All Packages or Packages not downloaded filter to view the packages available for download to the repository. 5 Click the Download link next to the package you wish to download. After allowing time for the download, click Refresh. The download link should now be greyed out. Polycom, Inc. 43

50 Polycom VMC 1000 Getting Started Guide Applying a Patch 6 Navigate to the Repository tab. Select either the All Packages or Packages not installed filter to view the packages available for download to the repository. 7 Click the Install button next to the package you wish to install. NOTE: Do not navigate from this page while the package is installing. The browser page will display as loading during the installation. Once the page is done loading, you can navigate away. 44 Polycom, Inc.

51 Confirming Upgrade Status Upgrading the VMC 8 After the package has installed, navigate to Operations > Shutdown. Enter a brief explanation for the reboot in the text field and select the Restart radio button. 9 Click Restart. Confirming Upgrade Status To confirm that the patch has been applied: 1 Open the Administrative Portal for your VMC instance. 2 Navigate to System > Build Info. 3 The build number should reflect the most recently installed patch. Polycom, Inc. 45

52 Polycom VMC 1000 Getting Started Guide Confirming Upgrade Status 46 Polycom, Inc.

53 4 Using the Appliance Configurator The VMC 1000 requires initial configuration via the browser-based Appliance Manager. This chapter explains how to use the Configurator section of the Appliance Manager. This chapter includes the following sections: About the Appliance Configurator System Network User Management Operations About the Appliance Configurator After running the Appliance Wizard and restarting the Polycom VMC 1000 appliance, further configuration can be performed via the Appliance Configurator. The Appliance Configurator will launch by default upon accessing the Appliance Manager. The Appliance Configurator allows changes to the configurations made in each of the Appliance Wizard dialogs detailed above, with the exception of the permanent Security Downgrade dialog. The Appliance Configurator also allows for security profile management, user management, and network configuration. System The System node provides a set of tools that allow users to perform basic system configuration. The following dialogs can be accessed via the System node: About Polycom, Inc. 47

54 Polycom VMC 1000 Getting Started Guide System Country Preference Windows License Appliance License Registration Date and Time Security Profile Restore Defaults System Profile Please note that the Country Preference, Windows License, Appliance License, and Registration dialogs duplicate dialogs accessible via the Appliance Wizard. For information on these dialogs, please consult the previous chapter. About The About dialog provides a summary of the Management Application information, Windows and Polycom License Keys and features, and any important messages related to system and license settings. 48 Polycom, Inc.

55 System Using the Appliance Configurator Date and Time The Date, Time, and Timezone dialog allows you to set the appliance date, time, and time zone: 1 Indicate the month, year, and date in the Date region. 2 Indicate whether you want to use a Network Time Provider or System Clock. An NTP Server will automatically maintain the date and time for the timezone you select; if you choose System Clock, the date and time will be maintained locally on the Polycom VMC 1000 appliance. 3 If you choose Network Time Provider, you will be prompted to select an Network Time Protocol Server from the drop-down list. 4 Click Edit to launch a dialog to Add, Remove, or Select All NTP servers from the pre-configured list. Once complete with this dialog, click Done. 5 If you choose System Clock, you will be prompted to enter the correct appliance time 6 Indicate a Timezone from the drop-down menu. 7 When all configuration has been completed, click Next. Polycom, Inc. 49

56 Polycom VMC 1000 Getting Started Guide System Security Profile Although the security level for the Polycom VMC 1000 appliance cannot be changed after running the initial configuration wizard, security setting changes can be made via the Appliance Configurator. 1 Navigate to System > Security Profile. NOTE: Do not click System > Security Profile until after you have run the Appliance Wizard and restarted the appliance. 2 Set the following values under Account Policy: Inactive Session Timeout: the length of time before a session is logged off due to no user activity. Inactive Account Login Timeout: the length of time before the user account is locked due to no login activity. Locked Account Timeout: the length of time an account may be temporarily locked due to invalid login attempts. Password Change Notification Interval: the start of the period in which the appliance will indicate the pending need for a password change during login. Password Maximum Change Interval: the maximum duration of time between user password changes. Password Minimum Change Interval: the minimum duration of time between user password changes. Maximum Failed Login Attempts: the number of consecutive invalid passwords before the account is temporarily locked. Consecutive Chars in Changed Password: the minimum number of consecutive changed password characters at any given offset in a password. With a setting of 4, "ABpass1234" could not be changed to "CDpass7890," because "pass" occurs at the same offset for the minimum length in both passwords. On the other hand, changing the password to "Apass12B34" would be acceptable. Password Recycle: the number of password changes before a password can be reused. 3 Set the following values under Password Policy: Minimum Length: the minimum number of characters in a password. The minimum number of characters in a very secure configuration is 14. In a secure configuration the minimum number of characters is 6. NOTE: The sum of the uppercase, lowercase, and numeric minimum character lengths dictated in the fields below cannot exceed the highest possible value in the minimum-length drop-down. 50 Polycom, Inc.

57 System Using the Appliance Configurator Minimum Upper Character Length: the minimum number of upper case characters. Minimum Lower Character Length: the minimum number of lower case characters. Minimum Numeric Character Length: the minimum number of numeric characters. Minimum Number of Characters: the minimum number of alphanumeric characters. Minimum Special Character Length: the minimum number of special characters. Special Character Set: the set of special characters. This set may not be changed. 4 To disable a given security criterion, select the Disable checkbox if available. Please note that no criteria can be disabled in Super Secure configurations. 5 Click Save. Polycom, Inc. 51

58 Polycom VMC 1000 Getting Started Guide System Restore Defaults The Restore Defaults menu allows you to return the appliance to its factory defaults. NOTE: Before proceeding through the Restore Factory Defaults process, ensure that no USB or virtual storage devices are attached to the appliance. To restore defaults: 1 Select the Restore factory defaults checkbox. 2 Click Save. 3 Click through the confirmation screens that appear. 4 The appliance should restart. You will then need to follow the initial configuration steps detailed in the previous chapter, starting with Connecting Your PC to the VMC 1000 Appliance. 52 Polycom, Inc.

59 Network Using the Appliance Configurator System Profile The System Profile details the status of the Polycom VMC 1000 appliance system, disks, and network interfaces. Click Refresh to update the screen. Network The following dialogs can be accessed via the Network node: Domain Configuration Remote Desktop Access Network Configuration Network Names Certificates Certificate Authorities Please note that the Network Configuration and Network Names dialogs duplicate dialogs accessible via the Appliance Wizard. For information on these dialogs, please consult the previous chapter. Polycom, Inc. 53

60 Polycom VMC 1000 Getting Started Guide Network Domain Configuration The Domain Configuration page is used to join or leave a Windows Server Active Directory domain. To join or leave a domain: 1 Navigate to Network > Domain Configuration. 2 Enter the Domain Name for the domain you wish to enter or leave. 3 Enter the domain administrator user credentials in the Domain User and Domain Password fields. 4 Choose the Join radio button to join the domain configured above. If you wish to leave a domain, select the Leave radio button. 5 Click Save. 54 Polycom, Inc.

61 Network Using the Appliance Configurator Remote Desktop Access This dialog allows you to enable or disable RDP access to the Polycom VMC 1000 appliance. Select allow or block from the drop-down menu and click Update. Appliances on Super Secure setting cannot enabled RDP access. Certificates The Appliance Manager allows administrators to obtain and review certificates. Certificates are used to provide encrypted web communication over HTTPS. You will need two certificates: one for the Management Application and one for the Web Application (if using HTTPS). The interface in each respective tab is identical. Both will follow the guidelines designated below. Polycom, Inc. 55

62 Polycom VMC 1000 Getting Started Guide Network However, you can choose whether to use a certificate generated by a certificate authority (CA) or a self-signed certificate. The self-signed certificate is appropriate for internal communications, but will not provide sufficient encryption for external access. The workflow for each will vary. To add a self-signed certificate: 1 Open either the Web Application or Management Application tabs. 2 Navigate to Gen Self-Signed Cert. 3 Enter a Common Name, Organizational Unit, Organization, City, State (if applicable) and Country. 4 Specify a Cryptography Provider from the drop-down menu. The DSA and RSA algorithms vary slightly in the strength of the encryption and the time involved in authentication. 5 Click Generate. To review the generated certificate, navigate to the View tab. To request and add a certificate: 1 Open either the Web Application or Management Application tabs. 56 Polycom, Inc.

63 Network Using the Appliance Configurator 2 Navigate to Gen Cert Request. 3 Enter a Common Name. The Common Name should comply with the requirements of your Certificate Authority. 4 Enter your Organizational Unit, Organization, City, State if applicable, and Country. 5 Specify a Cryptography Provider from the drop-down menu. The DSA and RSA algorithms vary slightly in the strength of the encryption and the time involved in authentication. 6 Click Validate. To review the generated certificate, navigate to the View tab. 7 After the Certificate Authority has validated your certificate request, navigate to the Import Cert Request tab. Click Import Certificate Request. Certificate Authorities The Certificate Authorities tab allows you to viewand manage appliance certificates and review Certificate Authorities. Select an Action from the drop-down menu: List the Certificates to obtain a list of the certificates in the store. Get a Certificate to view the contents of a specific certificate, chosen from the Alias drop-down menu. Polycom, Inc. 57

64 Polycom VMC 1000 Getting Started Guide User Management User Management The Appliance Configurator allows users to change and manage permissions for the Appliance Manager. Please note that the users configured and edited here are not Polycom VMC 1000 users. The User Management section contains the following sections: Change My Password Reset Password Add User Manage Users Change My Password After running the Appliance Wizard and restarting the Polycom VMC 1000 appliance, the Administrator password should be changed from the default. To change your password: 1 Navigate to User Management > Change My Password. 2 Enter a new password in the Password and Verify Password fields. The proposed password must meet the account and password policy requirements set above. 3 Click Save. Reset Password To reset a user s password: 1 Navigate to User Management > Reset Password. 2 Select a user from the drop-down menu. 3 Click Save. A temporary password will be displayed. Convey this password to the. After the user first logs in, they should change their password from this default. 4 Click Cancel to leave the dialog. Do not click Save again. 58 Polycom, Inc.

65 Operations Using the Appliance Configurator Add User To add a user: 1 To add a user, navigate to User Management > Add User. 2 Enter a unique User Name. 3 Choose a Role from the drop-down menu. 4 Click Save. 5 A temporary password will be displayed. Save this password in a safe location. After the user first logs in, they should change their password from this default. Manage Users To manage users: 1 To manage users that have already been added, navigate to User Management > Manage Users. 2 The Manage Users dialog will appear. The dialog is organized by role. Click a tab to view the users assigned to that role. 3 To remove a user, click the Delete button. A confirmation dialog will appear; click Delete again to remove the user. 4 To unlock a user, click the Unlock button. 5 If necessary, click Refresh to update the dialog. Operations A suite of network utilities can be configured and used via the Polycom VMC 1000 Appliance Manager. The following dialogs can be accessed via the Operations node: Network Shares Backup Restore Logs Netstat Ping Trace Route Polycom, Inc. 59

66 Polycom VMC 1000 Getting Started Guide Operations Route IP Config Processes Upgrade Shut Down Network Shares Network shares are used for several operations in the Polycom VMC Backup uses shares to define the targets for system and content backups. Restore needs the shares to restore from backups. Upgrade uses shares for the source and repository stores. The Appliance Configurator allows administrators to review, edit, and add network shares. Shared resources must be configured before backup and restore volumes can be established. NOTE: Create separate shares for the Content and System backups. The same network share cannot be used for both system and content images. To change the network shares configuration: 1 Navigate to Operations > Network Shares. The Network Shares Configuration Dialog will appear. The dialog will display the status, share name, address, domain name, and associated user name for all shared resources. 2 To add a resource, click Add. You will be prompted to supply the following values: a Share Name: the share's descriptive name. b Network Resource Address: the share s pathway. c User Domain Name: the domain part of the user credentials. d User Name: the user name part of the user credentials. e User Password: the password portion of the user credentials. When all values have been entered, click Add. 3 To mount the resource, click the Mount button beside its name. 4 To change an existing shared resource, click the Edit button beside the name. The Edit Network Share dialog will appear. You will be prompted to supply the user credentials outlined above. Click Save when complete. 5 To remove a shared resource, click Delete. 60 Polycom, Inc.

67 Operations Using the Appliance Configurator 6 When all changes have been made, click Refresh. Backup After configuring network shared resources in the Network Shares region, administrators can designate backup volumes. NOTE: The status of a backup in process is not indicated within the Appliance Manager. To confirm that a backup is complete, consult the backup destination to view the status of the associated files. To designate backup volumes: 1 Navigate to Operations > Backup. The backup dialog is divided into two sections: system and content. Each section has an administrator-configurable volume and backup schedule. The following steps apply equally to both sections. 2 Designate a Volume from the drop-down list. 3 Select the Now box if you wish to perform an immediate backup. 4 To establish a schedule, choose a Frequency with which to perform backups. The frequencies operate as follows: Never: Never execute a backup. Hourly: Execute a backup each hour at the given minute offset. Daily: Execute a backup once a day at the given hour and minute. Weekly: Execute a backup once a week on the given day, hour, and minute. Monthly: Execute a backup once a month on the first occurence of the given day, hour, and minute. Once: Execute a backup once on the first occurence of given day, hour, and minute. 5 Depending on the frequency determined above, designate a Day of the Week, Hour, and Minute. 6 Click Save. 7 The appliance will reboot upon completion. Polycom, Inc. 61

68 Polycom VMC 1000 Getting Started Guide Operations Restore To perform a restore: 1 Choose a Network Share from the drop-down menu. 2 Designate a date and time to perform the restore. 3 Choose whether to perform a System Images or Content Images backup restore. 4 Click Restore to start the restore. 5 To review the restore progress, click Current Restore. 6 Restart the appliance using the process outlined above. 7 The appliance will reboot upon completion. 62 Polycom, Inc.

69 Operations Using the Appliance Configurator Logs The Polycom VMC 1000 appliance allows you to view a variety of logs. To view these logs: 1 Navigate to Operations > Logs. 2 In the Categories drop-down menu, choose either System, Audit, Application, or Management Application. 3 Under Log File Names, choose the log you wish to view. 4 Click View/Refresh. Netstat Netstat, accessible at Operations > Netstat, displays the contents of selected network structures. The comprehensive network statistics and multicast information options tend to complete quickly. The others are long running commands. Display routing table information shows the current routing table information. Display comprehensive network statistic shows in-depth statistics by protocol. Display multicast information displays multicast information. Polycom, Inc. 63

70 Polycom VMC 1000 Getting Started Guide Operations Display the state of all current socket connections returns the current state of each socket connection. This command may take several minutes to complete. Ping The ping utility, accessible at Operations > Ping, uses the ECHO_REQUEST datagram to obtain an ICMP ECHO_RESPONSE from a host or gateway. IP Address is the host IP address or name. Count is the number of requests to send before returning. Trace Route Navigate to Operations > Trace Route to trace the route packets take to a given host. A traceroute may run for a very long time. A time limit is included to control the number of minutes you will wait for the command to return. IP Address is the host IP address or name. Time is the number of minutes to allow the command to execute before terminating the command and returning the results to that point. Route Route is used to manually manipulate the routing tables. This is not normally needed. The most frequent use is to display the current routing tables. Manually changing (or flushing) the routing tables may terminate appliance connections. For more detailed information, please consult Polycom Support. IP Config To access the IP Config Viewer, navigate to Operations > IP Config. Click Run to view the current internet protocol configuration. Processes Navigate to Operations > Processes to access the Processes Viewer. This dialog can be used to obtain a list of the current processes based upon one of the selected filter criteria: Display all processes to obtain a list of all processes. Display running processes to obtain a list of all processes in the running state. Display processes that are not running to obtain a list of all processes not in the running state. 64 Polycom, Inc.

71 Operations Using the Appliance Configurator Display Processes that are not responding to obtain a list of all processes not responding to requests. After selecting a filter criterion, click Run. Upgrade To upgrade the Polycom VMC 1000 or the Polycom VMC 1000 Appliance Manager, users must install an upgrade package. The installation process uses source and repository locations. Both the source and repository must be network shares. The source is the location where packages initially reside, after having been downloaded from elsewhere. The repository is the staging area where selected packages are held for installation. For more information, consult the previous chapter. Shut Down The Shut Down dialog allows you to restart or shut down the appliance. Polycom, Inc. 65

72 Polycom VMC 1000 Getting Started Guide Operations 66 Polycom, Inc.

73 A Regulatory Notices Regulatory Notices USA Regulatory Notices Part 15 FCC Rules This device is compliant with Part 15 of the FCC Rules. Operation is subject to the following two conditions: 1 This device may not cause harmful interference, and 2 This device must accept any interferences received, including interference that may cause undesired operation. Class A Digital Device or Peripheral NOTE: This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instruction manual, may cause harmful interference to radio communications. Operation of this equipment in a residential area is likely to cause harmful interference in which case the user will be required to correct the interference at his own expense. In accordance with part 15 of the FCC rules, the user is cautioned that any changes or modifications not expressly approved by Polycom Inc. could void the user's authority to operate the equipment. We recommend that you install an AC surge arrestor in the AC outlet to which this device is connected. This action will help to avoid damage to the equipment caused by local lightning strikes and other electrical surges. Czech Republic Regulatory Notices Polycom, Inc. 67

74 Polycom VMC 1000 System Regulatory Notices Canadian Regulatory Notices Class A Digital Device This Class [A] digital apparatus complies with Canadian ICES-003. Cet appareil numérique de la classe [A] est conforme à la norme NMB-003 du Canada. EEA Regulatory Notices This Polycom VMC 1000 has been marked with the CE mark. This mark indicates compliance with EEC Directives 2006/95/EC and 2004/108/EC. A full copy of the Declaration of Conformity can be obtained from Polycom Ltd, 270 Bath Road, Slough, Berkshire, SL1 4DX, UK. Japanese Regulatory Notices Worldwide Regulatory Notices Warning This is a Class A product. In a domestic environment, this product may cause radio interference in which case the user may be required to take adequate measures. Plugs Acts as Disconnect Device The socket outlet to which this apparatus is connected must be installed near the equipment and must always be readily accessible. La prise électrique à laquelle l appareil est branché doit être installée près de l équipement et doit toujours être facilement accessible. 68 Polycom, Inc.