Polycom Documentation

Copyright © 2019, 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
6001 America Center Drive

San Jose, CA 95002

USA

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 1. Copyright and Trademark. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
2. About This Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
System Editions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Audience, Purpose and Required Skills. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Get Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Polycom and Partner Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
The Polycom Community. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
3. Preparing for System Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Complete the First Time Setup Worksheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Set up DNS Host and Service Records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
DNS Host Record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Request Certificates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Pre-stage a Computer Account. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Prepare Client Systems. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
4. System Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Virtual Edition Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Host Installation Guidelines for Virtual Editions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Install the System Software Using Your Virtual Environment Tools. . . . . . . . . . . . . . . . . 15
Login to the System, Virtual Edition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Appliance Edition Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Shipment Contents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Unpack and Install the Hardware. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Create a DVD for the System Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Install the Appliance Edition Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Connect to the System, Appliance Edition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
5. Initial Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Complete the First-time Setup Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Enabling the License Server for RealPresence Resource Manager. . . . . . . . . . . 28
Create a License Server in the Polycom Licensing Center. . . . . . . . . . . . . . . . . . . . . . . 29
Activate the Available Licenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
License Your System with a License File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Additional Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

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Copyright and Trademark
Copyright© 2018, 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.

6001 America Center Drive

San Jose, CA 95002
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. The EULA for this product is available on the
Polycom Support page for the 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 email at mailto:[email protected] (for
video products) or mailto:[email protected] (for voice products).

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.

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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. Email your opinions and comments to mailto:[email protected].

Polycom Support Visit the Polycom Support Center for End User License Agreements, software
downloads, product documents, product licenses, troubleshooting tips, service requests, and more.

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About This Guide
This guide provides the first time setup information that you need to configure a RealPresence®
Resource Manager system. Once you've completed first time setup, see the Polycom®
RealPresence® Resource Manager System Operations Guide for additional configuration and
customization tasks you can perform.

System Editions
The RealPresence® Resource Manager system is available in an Appliance Edition (for use with a
Polycom Rack Server) and a Virtual Edition (packaged as software only).

Most of the functionality described in this document applies to both editions, and so the product
references are general–that is, the RealPresence® Resource Manager system. However, when
information applies to a specific edition, the reference will be specific–that is, RealPresence®
Resource Manager, Virtual Edition or RealPresence® Resource Manager, Appliance Edition.

Related Topics

About This Guide

Audience, Purpose and Required Skills

This guide is written for a technical audience. You will be configuring system networking, and
certificates as well as integrating with a time server, and directory server.

This guide assumes that you are starting with a RealPresence® Resource Manager system that has
never been installed or previously configured.

Related Topics

About This Guide

Get Help
For more information about installing, configuring, and administering Polycom products, refer to
Documents and Downloads at Polycom Support.

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Related Topics

About This Guide

Polycom and Partner Resources

In addition to this guide, the available documentation that describes the RealPresence® Resource
Manager system includes:

• Release Notes
Provides the information users need to know about the specific release of the system you're
implementing.

• Operations Guide
Provides more detailed and specialized configuration, operation, and administration information
users needs to know when using the system.

• System Web Scheduling Guide

Gives schedulers detailed information on scheduling and monitoring conferences.

• Upgrade Guide
Gives detailed information on how to do system upgrade and license migration.

TheRealPresence® Resource Manager system also has online help available through the user
interface. If you purchased a UC-APL version of the RealPresence® Resource Manager system, no
online help is available.

To find all Polycom partner solutions, see Strategic Global Partner Solutions.

Related Topics

Get Help

The Polycom Community

The Polycom Community gives you access to the latest developer and support information. Participate
in discussion forums to share ideas and solve problems with your colleagues. To register with the
Polycom Community, simply create a Polycom online account. When logged in, you can access
Polycom support personnel and participate in developer and support forums to find the latest
information on hardware, software, and partner solutions topics.

Related Topics

Get Help

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Preparing for System Installation
This section describes the preparations to complete before the initial installation and configuration of a
RealPresence® Resource Manager system.

Complete the First Time Setup Worksheet

Before you begin install and system setup, fill out the My System Values column of this worksheet.

My System Factory-Set
Item Description
Values Default Values

System Network Settings (from Admin > Server Settings > Network)

System name of the RealPresence®

Resource Manager system.
System Name PLCM_RPRM
Can be up to 32 characters long;
dashes and underscores are valid
characters.

Allows the administrator to configure

the Quality of Service level of the
DSCP Marker RealPresence® Resource Manager

Set the level between 0 - 63.

IPv6 Address IPv6 global address.

Within IPv6 networks, the prefix

length is the equivalent of the subnet
IPv6 Prefix length
mask in IPv4 networks. Should be
1-128.

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 My System Factory-Set
Item Description
Values Default Values

The IPv6 address of the gateway

IPv6 Default Gateway server/router. For IPv6 networks
only.

Read-only field. The RealPresence®

IPv6 Link Local Resource Manager system
Address generates a value for this field when
IPv6 is enabled.

Static, physical IP address for the

system server on an IPv4 network.
IPv4 Address 192.168.200.11
192.168.200.11 is the default value
that needs to be changed according
to your own network.

Network subnet mask of the system

IPv4 Subnet Mask 255.255.255.0
server. For IPv4 networks only.

IP address of the gateway server/

router. For IPv4 networks only.
IPv4 Default Gateway 192.168.200.1
192.168.200.1 is the default value.
You need to change this to match the
gateway IP for your network.

This is the DNS domain name suffix

for the network in which the domain
name server and the system server
DNS Domain
reside. For example polycom.com,
not the fully qualified path of
<hostname>.polycom.com.

IP address of the domain name

Preferred DNS Server
server.

Alternate DNS Server IP address of an alternate domain

name server. The alternate IP
address can does not have to match

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 My System Factory-Set
Item Description
Values Default Values

the network type of the preferred

server. For example, the preferred
DNS server can be IPv4, while the
alternate DNS server can be IPv6.

Enable 802.1.x if your network

requires this type of authentication.
Enable 802.1.x Disabled
802.1.x is commonly required in
maximum security environments.

The user name for the 802.1.x

User Name
account.

The password for the 802.1.x

Password
account

Confirm the password for the 802.1 x

Confirm Password
account.

Select the appropriate Key

Key Management
Management Protocol for your
Protocol
environment.

Select the appropriate EAP Method

EAP Method
for your environment.

Select the appropriate Phase2

Phase2 Protocol
Protocol for your environment.

System Time Information (from Admin > Server Settings > System Time)

System Time Zone

Current Date

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 My System Factory-Set
Item Description
Values Default Values

Current Time

For Appliance Editions, IP address of

external NTP time server (optional).

External NTP Server For Virtual Editions, the value for

NTP server is inherited from the
RealPresence Platform Director
system.

Information Required for Polycom Customer Support (from Admin > Server Settings >
Licenses)

Serial number

License number

Related Topics

Preparing for System Installation

Set up DNS Host and Service Records

Before installing a RealPresence® Resource Manager system, you should consider configuring your
DNS servers to:

• Resolve queries for the RealPresence® Resource Manager system by host name.

Related Topics

Preparing for System Installation

DNS Host Record

To allow your DNS servers to resolve queries for theRealPresence® Resource Manager system by
host name, you must enter a DNS host record in your DNS file. The format of this record depends on
the format of your network addressing.

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 • If you use IPv4 addressing, enter a DNS A record in the required format.

• If you use IPv6 addressing, enter a DNS AAAA record in the required format.

To allow your DNS servers to resolve queries for the RealPresence® Resource Manager system by
reverse lookup, you must enter a DNS pointer (PTR) record in your DNS file.

Related Topics

Set up DNS Host and Service Records

Request Certificates
If you are using certificates, you should use the same certificates that you used for the initial
installation of the system. If that information is not available, use the information below to set them up.

Certificates and certificate chains are a security technology that allows networked computers to
determine whether to trust each other.

By default, to support encrypted communications and establish a minimal level of trust, the system
includes a default key and self-signed certificate. However, to implement a full certificate chain to a root
certificate authority (CA), the system requires a root CA certificate, an identity server certificate signed
by the root signing CA and a Sub CA certificate. Therefore, at some time you must request these
certificates from your CA.

You can install the root CA and intermediate certificates during first time setup or return to this task at a
later time. However, with regard to the identity server certificate you have two options:

• The RealPresence® Resource Manager system First Time Setup Wizard supports the function
of creating a certificate signing request (CSR). Therefore, you may choose to create the CSR
for the identity server certificate during first time setup and suspend the process while you wait
for your CA to provide the certificate.

• You can also request the identity server certificate in advance of first time setup, but to do this
you must have extensive knowledge of certificates, certificate templates, and CSR structures.

Related Topics

Preparing for System Installation

Pre-stage a Computer Account

To enable the Use Single Signon option, which allows endpoint users who are included in the Active
Directory to securely log into their dynamically- managed endpoints without typing in credentials, an
Active Directory administrator must first pre-stage an Active Directory computer account for the
RealPresence® Resource Manager system.

This procedure can be done at any time before running first time setup.

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Procedure
1 On the Active Directory system, use the Microsoft Active Directory Users and Computers
MMC snap-in to create a computer account for the RealPresence® Resource Manager system.

Create the computer account in any desired organizational unit (OU). The computer account
object must have Reset Password and Write Account Restrictions permissions.
For more information on the Active Directory Users and Computers MMC snap-in, see
Microsoft Technet.
2 From a command window on the Domain Controller, type:

net user <computer account name>$ <Password>/domain

Where computer account name is the name of the computer account created in step 1,
Password>is the desired password, and /domain is literally /domain (i.e., do not substitute
with a domain name). For more information on the net user command, see the Microsoft
Knowledge Base.
You have now created a computer account that you can use for integrated Windows
authentication.

Related Topics

Preparing for System Installation

Prepare Client Systems

To log into the RealPresence® Resource Manager system, you need a client system running
Microsoft® Windows® with the following hardware and software:

• Hardware

◦ 1024x768 (SXGA) minimum display resolution; 1400x1080 (WSXGA+) or greater

recommended

◦ USB and Ethernet ports (Appliance Edition only)

• Software

◦ Browser: Microsoft Internet Explorer® version 11 or higher, or Google Chrome™

◦ If you will be using the USB Configuration Utility, please ensure that your Windows client
has JRE 1.8 or higher installed

Related Topics

Preparing for System Installation

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System Installation
The RealPresence® Resource Manager system is available in an Appliance Edition and a Virtual
Edition. Refer to the following installation instructions based on your edition.

Virtual Edition Installation

Before you install the RealPresence® Resource Manager system in your environment, review the
Polycom® RealPresence® Resource Manager System Release Notes and ensure that your host
machine has the capacity for your planned Virtual Edition deployment. In addition, ensure that it meets
the host guidelines recommended by Polycom.

Related Topics

System Installation

Host Installation Guidelines for Virtual Editions

Before deploying your Polycom RealPresence Virtual Edition software, review the following planning
guidelines for your deployment. Unless otherwise noted, use these guidelines for all Polycom Virtual
Editions.

Polycom recommends that a virtual environment administrator install the Virtual Edition software. After
the installation of a Virtual Edition, additional configuration should be completed by someone who
understands video conferencing.

Related Topics

Virtual Edition Installation

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CPU Allocation

• Leave 2 cores unallocated, regardless of the number of cores present, how many licenses are
purchased, and what other virtual machines will be present.

• For VMware, do not allocate CPU core 0. Host operating system performance may be affected if
this core is assigned to the virtual machine.

• When possible, allocate cores on one CPU. This will enhance performance by reducing CPU-to-
CPU communication times.

• Do not use processor oversubscription; maintain a 2:1 ratio of virtual CPU to physical CPU. For
example, a system with 8 physical cores can support up to 16 virtual processors divided up into
any combination among the virtual machines running on that host.

• When you are using Hyper-V, Polycom recommends disabling the Virtual Machine Queue of the
Network Interface Card (NIC). For more information, see https://support.microsoft.com/en-us/kb/
2902166

Note CPU reservations can only be done after shutting down the virtual machine.

Related Topics

Host Installation Guidelines for Virtual Editions

Memory Allocation
In a Microsoft Hyper-V environment, you must not overprovision memory at the hypervisor layer.
Dynamic memory for virtual machines is not supported.

Related Topics
Host Installation Guidelines for Virtual Editions

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Disk
Hypervisors add overhead to disk operations. For best performance, ensure that the virtual machine is
able to achieve the recommended IOPS listed in the following table.

Table 1. Disk Requirements

Lab Environment Production Environment

170 Random IOPS (write) 170 230 Random IOPS (write) 450
Disk Performance
Random IOPS (read) Random IOPS (read)

Network 1GB Shared 1GB Dedicated 10GB Shared

Capacity information such as storage space and memory varies according to Virtual Edition. Please
see release notes for your RealPresence Virtual Edition software for the minimum capacity
requirements for your product.

Related Topics

Host Installation Guidelines for Virtual Editions

Install the System Software Using Your Virtual Environment Tools

Install the RealPresence® Resource Manager, Virtual Edition, using your virtual environment tools.

Note If installing a Hyper-V version, you must use the Copy option.

Procedure
1 Refer to the documentation for your virtual environment tools for instructions on installing a
virtual instance.
2 Install an instance of the RealPresence® Resource Manager, Virtual Edition.

Related Topics

Virtual Edition Installation

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Assign a Static IP Address
The RealPresence® Resource Manager system requires a static IP address for your system’s
instance. If your VM environment is not using DHCP, you must assign a static IP with the console
before continuing to configure your system. If your VM environment has a DHCP server, it will assign
an IP address to the instance. You can then assign a static IP using the console or assign the static IP
from the RealPresence® Resource Manager system’s web interface during initial configuration.

Procedure
1 Power on the newly-installed VM.
2 Access the console.
3 Click in the console window, press Enter if necessary to see the login prompt, and log in with
user ID polycom and password polycom.

A shell interface appears that enables you to configure the network.

4 Choose the network option and follow the prompts to configure the initial network settings.

The system reboots.

5 Press CTRL + ALT to release the cursor from the console.

Then close the console window.

Related Topics

Install the Virtual Edition Software

Login to the System, Virtual Edition

You need to log on to your to the RealPresence® Resource Manager, Virtual Edition system to
continue system setup.

Procedure
1 Be sure the RealPresence® Resource Manager system is powered on and running.
2 Open a browser and enter the system IP address in the address bar.

https://<staticipaddress>:8443/index.html
3 When the system login screen appears, if necessary select a different Language.
4 Enter the administrator Username and Password.

The factory default is admin/Polycom12#$.

5 Continue to Complete the First-time Setup Wizard.

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Related Topics

Virtual Edition Installation

Appliance Edition Installation

If you have ordered an Appliance Edition, you need to set up the appliance. If the RealPresence®
Resource Manager system software is not pre-installed on your server, you can install the system
software using a DVD.

Before beginning your installation, be sure to review the Polycom® RealPresence® Resource Manager
System Release Notes.

Related Topics

System Installation

Shipment Contents
Polycom Rack Server shipments include the server and other contents. You should verify the type of
server and other contents of your shipment when you unpack the system.

The following table describes shipment contents based on the type of server you purchased. Note that
licensing information and other items may be shipped separately.

Item R620 R630 R220/R230

1 Polycom Rack
X X X
Server

X
1 system DVD
(May be shipped
separately)

X
1 blank USB flash
drive (RealPresence X X
Resource Manager
appliances do not

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 Item R620 R630 R220/R230

include a blank USB

flash drive)

1 USB flash drive

labeled Diagnostics
that contains server
diagnostics utilities.
X X X
Use these utilities only
under the direction of
Polycom Global
Services.

May be shipped May be shipped May be shipped

Power cord(s)
separately separately separately

Slide rails with cable Slide rails with cable

Rail kit Static rails
management arm management arm

Bezel with Polycom

X X X
badge

Polycom warranty
X X X
letter

Product Information
Guide for
R620/630/220
X X X
Enterprise Products
Safety, Environmental,
and Regulatory
Information for R230

Related Topics

Appliance Edition Installation

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Unpack and Install the Hardware
The RealPresence® Resource Manager system, Appliance Edition, can be installed on the following
servers:

• Polycom Rack Server 630 (R630)

• Polycom Rack Server 620 (R620)

• Polycom Rack Server 230 (R230)

• Polycom Rack Server 220 (R220)

You should verify the type of server and other contents of your shipment when you unpack the system.

Procedure
1 Examine the shipping container for damage.

If you find damage, file a claim with the delivery carrier. Polycom is not responsible for damage
sustained during shipment of this product.
2 Open and review the container packing slips.
3 Open the container and examine the contents for damage.

If you find damage, file a claim with the delivery carrier. Keep all shipping materials in case you
need them later.
4 Unpack your system and identify each item.

A single-server RealPresence® Resource Manager system shipment includes the items listed in
Verify Shipment Contents.
5 Assemble the rails and install the server in the rack.

To rack-mount a server, see the following instructions:

• Polycom Rack Server 630 (R630) server:

http://www.dell.com/support/home/us/en/04/product-support/product/poweredge-r630/
manuals

• Polycom Rack Server 620 (R620) server:

http://www.dell.com/support/home/us/en/04/product-support/product/poweredge-r620/
manuals

• Polycom Rack Server 230 (R230) server:

http://www.dell.com/support/home/sg/en/sgbsdt1/product-support/product/poweredge-r230/
manuals

• Polycom Rack Server 220 (R220) server:

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 http://www.dell.com/support/home/us/en/04/product-support/product/poweredge-r220/
manuals

6 Connect the server's power cable(s) to the server and connect a VGA cable from the server to
the console monitor.
7 Connect all power cables into a grounded electrical outlet or separate power source, such as an
uninterrupted power supply (UPS) or power distribution unit (PDU).
8 Connect a keyboard to the server.
9 Press the power button on the server and on the monitor.

The power indicators should light.

10 Create one access password for the system BIOS.
11 Set the correct system time in the system BIOS.
12 Install the bezel (optional).
13 For Polycom Rack Server R630 or R620 servers only: Connect the GB 1 Ethernet port to the
enterprise network.

The GB 1 Ethernet port is the eth0 network interface.

14 For Polycom Rack Server R220 or R230 servers only: Connect the Port 0 Ethernet port to
the enterprise network.

The Port 0 Ethernet port is the eth0 network interface. On the R220, it is the port that is furthest
left on the back of the server. On the R230, it is the port that is furthest right on the back of the
server.
Figure 1. Port 0 Location for Polycom Rack Server 220

Figure 2. Port 0 Location for Polycom Rack Server 230

Note Do not power off a Polycom Rack Server R630 or R620 by unplugging it or
otherwise removing power, especially if the system will remain turned off for some
time. If a server loses power without being properly shut down, the battery is
eventually depleted. If this happens, the server cannot be restarted without user
input, requiring a keyboard and monitor.

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Related Topics

Appliance Edition Installation

Create a DVD for the System Software

If your RealPresence® Resource Manager, Appliance Edition does not have the system software
preinstalled, download the software ISO image from the Polycom Support site, burn it onto a blank
DVD, then use the DVD to install the software onto the RealPresence® Resource Manager server.

Procedure
1 Download the RealPresence® Resource Manager software ISO image from Polycom Support to
your Windows client system.
2 Insert a blank, recordable DVD into your DVD-RW drive.
3 Using your DVD recording software, burn the ISO image onto the DVD.
4 Verify that the ISO image burned successfully to the DVD, then remove it from your client
system.

Related Topics

Appliance Edition Installation

Install the Appliance Edition Software

After you install the RealPresence® Resource Manager server, you need to install the system software
if it is not pre-installed on the server. You can install the software by using the USB Configuration Utility
and the DVD you created, or by using only your DVD.

The USB Configuration Utility enables you to enter your initial system settings and save them to the
blank USB flash drive. These settings will then be configured for your system when you install the
software with your DVD.

If you install the system software using only the DVD, you will be prompted to enter your initial settings
during the installation process.

Before you install the system, complete the First-Time Setup Worksheet to note your general network
settings, then follow the instructions for the installation method you choose.

Related Topics

Appliance Edition Installation

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Install the System Software Using the USB Configuration Utility and
DVD

Prerequisite
Before running the USB Configuration Utility, please ensure that your Windows client has JRE 1.8 or
higher installed.

You can install the RealPresence® Resource Manager system software using the USB Configuration
Utility and the DVD you created. The USB Configuration Utility enables you to configure your initial
system settings and save them to the blank USB flash drive. When you insert the USB flash drive into
the server and then install the system software from the DVD, your initial settings will be configured
during installation.

Note Do not use other USB devices during installation.

When you install the RealPresence® Resource Manager system software on the server, no other USB
device can be attached to the server. Ensure that only the USB flash drive with the USB Configuration
Utility files is connected to the server before you begin the installation. After the installation is
complete, you can connect other USB devices to the server.

Procedure
1 On your Windows client, download the RealPresence® Resource Manager USB Configuration
Utility ZIP file from support.polycom.com.
2 Connect the blank USB flash drive shipped with your system to the Windows client.

Note Install and run the USB Configuration Utility files only on the blank (unused) USB
flash drive included in your RealPresence® Resource Manager server shipment

3 Unzip the USB Configuration Utility files to the root of the blank USB drive.
The USB Configuration Utility files must be located at the root of the flash drive, not in a folder.
4 Double-click USB-gui.jar to start the USB Configuration Utility.
The USB Configuration Utility displays with the following fields:

• IP Address

• Gateway

• Subnet Mask

• Hostname

• Domain Name

5 Enter your network values.

6 Click Save.
Your configuration settings are saved in a lan-cfg.txt file at the root of the USB flash drive.
7 Remove the USB flash drive from the computer.

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 8 Turn on the RealPresence® Resource Manager server and insert the DVD.
9 Insert the USB flash drive into one of the server's USB ports and disconnect all other USB
devices.
10 Restart the system server.
The server boots from the DVD, and the installation starts.
Installation takes approximately 15 minutes, after which the DVD ejects and the server restarts.
During startup, the server reads the network settings from the USB flash drive and applies them
to your RealPresence® Resource Manager system.

Related Topics

Install the Appliance Edition Software

Install the System Software

You can install the system software using the RealPresence® Resource Manager system DVD.

Procedure
1 Insert the DVD into the server and turn on the server.
2 At the system prompts, configure the following settings for your system and press Enter after
you complete each setting.

Note: To accept the default settings, press Enter at each prompt without changing the default
information.

Prompt Default Setting

Enter the RealPresence® Resource Manager system host name PLCM_RPRM

Enter the system domain name

Enter the system host IP address 192.168.200.11

Enter the netmask for the system 255.255.255.0

Enter the Default Gateway for the system 192.168.200.1

Enter a DNS for the system 198.168.1.100

Enter the profile type 2

Note System
If default
you accept the settings can besettings
system default revisedduring
after the
installation
initial installation, you can later
revise the settings from the RealPresence® Resource Manager system web user
interface.

3 Press Enter to start the installation process.

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 Installation takes approximately 15 minutes, after which the DVD ejects and the server restarts.

Related Topics

Install the Appliance Edition Software

Connect to the System, Appliance Edition

You need to power on and connect RealPresence® Resource Manager system, Appliance Edition
system to the network through a ethernet port and then login to continue system setup.

Procedure
To connect to the RealPresence Resource Manager system:

1 Power on the computer and the system server.

2 Open a browser and enter the system IP address in the address bar.

https://<systemipaddress>:8443/index.html
3 Enter the administrator Username and Password.

The factory default is admin/Polycom12#$.

Related Topics

Appliance Edition Installation

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Initial Configuration
When you log into a RealPresence® Resource Manager system that has not been configured, the First
Time Setup Wizard automatically steps you through a series of ordered configuration pages. You
cannot use the system until you've completed the steps in the first time setup.

Note Appliance
You performEdition
the firstNetwork Connectivity
time setup of theRealPresence® Resource Manager, Appliance
Edition, system when it is not yet on the corporate network. This means you need to
manually verify that the network addresses you are using for services such as an NTP,
DNS, or OCSP are correct.
The RealPresence® Resource Manager system cannot check these addresses until
placed on the network. If these network settings are entered incorrectly,
theRealPresence® Resource Manager system may not start properly or be unreachable.

Note that changing configuration settings on some pages of the First Time Setup Wizard, such as the
System Information page, will cause the system to reboot. When you log into a system after one of
these reboots, the next page in the ordered configuration pages appears.

Complete the First-time Setup Wizard

The first-time setup wizard helps you set up the initial configuration of your RealPresence® Resource
Manager system. For other configurations you may need, see the Polycom RealPresence Resource
Manager Operations Guide.

Procedure
1 Navigate to the URL of the RealPresence® Resource Manager system:

https://<ipaddress>:8443/index.html
2 When the system login screen appears, select a different Languageif necessary .
3 Enter the administrator Username and Password.

The factory default is admin/Polycom12#$.

4 Click Login.

Because the system has not previously been configured, the Licensing page of the setup
wizard appears.
5 Read the end-user license agreement (EULA).

Please note that the EULA includes important definitions and usage limitations that will apply to
your installation.
6 To accept the EULA terms and conditions, click Accept.

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 7 When the Change Administrator Password page appears, enter the Old Password.
8 For the New Password, enter a new password with a length of at least 10 characters.
9 Confirm the New Password and click Next.
You are logged off.
10 Log in again with the password you set in 8.
11 Choose the Network Settings page and enter the information recorded in Complete the First
Time Setup Worksheet.
The system reboots and you need to log in again.
12 Configure these settings on the System Time page, as necessary.

Field Description

System Time
The time zone in which the system server resides.
Zone

Select this check box to input the current date and time.
Use Current
Time Even if you plan to use an NTP server, you should set the proper time during the
first-time setup to ensure certificate creation works reliably.

Current Date The system date for the system.

Current Time The system time for the system.

Use External (Recommended) Select this check box to synchronize the system date and time
NTP Server Time with an external NTP server.
Synchronization Do this ONLY after you have first manually set the local system time.

IP address or
DNS resolved
The IP address or FQDN (ASCII only) of the NTP servers.
names separated
by spaces

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

13 If you have changed the RealPresence Resource Manager system name, you can generate a
new self-signed certificate.
14 Integrate the system with an enterprise Active Directory server so that users can include
enterprise groups, users, and rooms in their conferences.
a. On the Enterprise Directory page, select Integrate with Enterprise Directory Server.
b. To have the system auto-discover the server by querying DNS, enable Auto-discover in the
Enterprise Directory Server DNS Name section; otherwise, enter the DNS Name for the
enterprise directory server.

15 As needed, configure the following settings:

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 Setting Description

Domain and enterprise directory user ID for an account that the RealPresence®
Resource Manager system can use to access the enterprise directory server and
retrieve group, user, and room information. This is the account created when you
completed Pre-stage a Computer Account.
Domain
\Enterprise This user ID must have read permissions so it can search the entire forest on the
Directory User ID enterprise directory server.
This user ID is automatically associated with the RealPresence® Resource
Manager system administrator role—by default it is the ONLY enterprise directory
user ID with this role.

Enterprise
Directory User The password for the enterprise directory user account
Password
The level of security on the connection between the RealPresence Resource
Manager system and the enterprise directory server. Possible values include:

• Plain—No security on the connection.

• LDAPS—The connection is secured over outbound port 3269 using LDAP-S

in a manner similar to https.

Security Level If the Domain Controller: LDAP Server signing requirements setting on
the Active Directory server is set to Require Signing, then you must use
LDAPS to secure the connection.

• StartTLS—The connection is secured over outbound port 3268 (the same

port as Plain), but it then negotiates security once the socket is opened.
Some LDAP servers reject any unsecured transactions, so the first
command is the StartTLS negotiation command.

Ignore Disabled
Enable the check box to have the RealPresence® Resource Manager system
Enterprise
ignore disabled enterprise users in its queries.
Directory Users

Enterprise If necessary and you understand the filter syntax, specify other types of user
Directory accounts to exclude. Don’t edit these expressions unless you understand LDAP
Exclusion Filter filter syntax.

Enterprise If necessary and you understand the filter syntax, specify the top level of the
Directory Search enterprise directory tree (referred to as the base DN) to search. Don’t edit these
BaseDN expressions unless you understand the filter syntax.

16 Integrate the system with an Active Directory domain controller for single sign-on (SSO)
authentication:
a. On the Enterprise Directory page, select Allow Delegated Authentication to Enterprise
Directory Server.

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 The system can automatically discover the closest logical domain controller and Active
Directory servers, but to do so the network DNS server must have a DNS SRV record for
these servers.
b. If your network DNS server has a DNS SRV record for the domain controller, in the Domain
controller name section enable Auto-discover; otherwise, enter the Fully Qualified Host
Name of the domain controller (for example, dc1.mydomain.com).

The prestaged computer account must be within this domain as well.

c. In the Computer Account Credentials section, enter the Domain\Computer Name and
Password for the prestaged computer account created in step Pre-stage a Computer
Account.

17 On the Directory Setup page, complete the following tasks:

a. To allow non-LDAP directory protocols, enable the Allow non-LDAP directory
protocolscheck box.
b. To exclude users with dynamically managed endpoints from Global Address Book, clear
the Include dynamically-managed devices in the Global Address Book check box.
c. To exclude guest book entries from the enterprise directory, clear the Show Guestbook
entries in the Directory check box.
d. To allow local user directories to include endpoint directory information, enable the Allow
endpoint directories for local users to include enterprise directory user and group
information check box.

You can allow local users to access enterprise directory entries when the RealPresence
Resource Manager system is integrated with an enterprise directory.
e. If your video network includes LifeSize endpoints, enable the Modify directory listings for
LifeSize® endpoint support check box.

18 Click Next.

The system displays the message that you have completed the first time setup. You have the
option of logging out of the system or being redirected to the system Dashboard.
19 Click Next to go to the system Dashboard.

Related Topics

Initial Configuration

Enabling the License Server for RealPresence

Resource Manager
Licenses for the RealPresence® Clariti™ systems must be activated and validated before you can use
RealPresence® Resource Manager to manage your RealPresence® Clariti™ products (including the
RealPresence® Resource Manager system).

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Related Topics

Initial Configuration

Create a License Server in the Polycom Licensing Center

When your organization purchased licensing for RealPresence® Resource Manager, Polycom sent an
email containing a URL and login credentials for the Polycom Licensing Center. Use that information to
log into the Polycom Licensing Center, set up RealPresence® Resource Manager as a license server,
and manage your Polycom RealPresence licenses.

Note If your RealPresence® Resource Manager instance does not have direct access to the
internet, you can log into the Polycom Licensing Center from a computer that does have
internet access and then use the offline process to activate the license. With the offline
process, you can download a license file from the Licensing Center and then upload it to
you RealPresence® Resource Manager system.

Procedure
1 In the RealPresence® Resource Manager system, go to License Management > Setup.

A message indicates that the system is not licensed or the license has expired on the License
Setup page.
2 Write the System Identifier number down or leave this page open. You will need the System
Identifier number to activate your licenses.
3 In a different browser window, log into the Polycom Licensing Center using the URL and
credentials sent to you.

A successful login opens the Polycom Licensing Center page.

4 On the Polycom Licensing Center page, click Create Server to open the Create Server page.
5 Enter information as outlined in the following table to create a license server for your
RealPresence products.

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 Field Value Description

Copy and paste the System Identifier number from the

License Server ID
RealPresence® Resource Manager License Setup page.
Backup Device Currently not supported. Leave this field blank.
Select PUBLISHER_DEFINED.Note: This is a change from
ID Type
previous versions, which required an ID Type of VM_UUID.
(Optional) A unique name for your license server. If your
Alias organization deploys more than one, aliases make it easier to
identify each specific instance.
(Optional) A descriptive name for your Polycom RealPresence
Site Name
license management site.

6 Click Create.

After the license server is successfully created, the View Server page displays your valid
License Server ID, ID Type, and Site Name.
Next, you map and generate available licenses to your RealPresence systems. See Activate the
Available Licenses.

Related Topics

Enabling the License Server for RealPresence Resource Manager

Activate the Available Licenses

After setting up RealPresence® Resource Manager as your license server, you must activate the
available licenses. You can manage licenses for individual components of your RealPresence systems
after those components have been added to the system.

Note Before activating your license, ensure that you select the correct time zone and that your
system time is the standard time in your time zone. Otherwise, the system cannot
activate the license. Go to Admin > Server Settings > System Time to configure your
system time.

Procedure
1 On the Polycom Licensing Center View Server page, click Map Add-Ons to show a list of
available units for features your organization has purchased, as shown next.

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 2 In the Qty to Add column for the available licenses, enter the number to allocate to the
RealPresence® Resource Manager instance.
3 Click Map Add-Ons to allocate the licenses.

The View Server page returns, displaying a list of the server's licenses. The status for newly-
allocated licenses is License not generated. A license must be generated (activated on the
component) to allow the corresponding system component to operate within your RealPresence
environment.
4 If you allocated too many license add-on units to this RealPresence® Resource Manager
instance and want to remove some, click Remove Add-Ons.

The Remove Add-Ons page lists the license add-ons available on this instance.
5 In the Quantity to Remove field of the add-ons you want to change, enter the number of units
to remove and click Remove Add-Ons.

The View Server page returns, displaying a list of the server's licenses. The status for licenses
with newly-removed units is Copies decreasing. The removed licenses must be deactivated
within your RealPresence® Resource Managersystem.
6 If your RealPresence® Resource Manager instance does not have access to the internet, click
Download Capability Response to download a local copy of the license file.

This download allows you to manage your licenses offline. Note the location of the license file
when you download it to your local computer. You will upload this file to the RealPresence®
Resource Manager system to activate the licensing.
If your RealPresence® Resource Manager system has access to the internet, you must use the
online method to license the system and its components. The offline method for managing
licenses is not an option when internet access is available.

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 7 Return to the RealPresence Resource Manager License Setup page, and do one of the
following:

• Click Online if your virtual environment has access to the Internet and can use the online
method for managing licenses.

• Click Offline if your virtual environment does not have access to the Internet and therefore
requires use of the offline, file-based method for managing licenses. Prompts guide you
through the offline update process using the license file you previously downloaded from
the Polycom Licensing Center.

Note If you work in Hyper-V environment offline mode, before activating the
license, you need to disable the time synchronization between the Hyper-V
guest and the Hyper-V host to ensure successfully license activation.

8 Click Update to complete the license activation process.

A successful activation produces an active license notation. After you click Update, it may take
up to 30 minutes to activate the license, and you may need to refresh the browser window.
After you have successfully activated your license, the full RealPresence® Resource Manager
menu and dashboard become available for managing the system and its components.

After properly activating the RealPresence® Resource Manager license, you must configure your
system so that it can begin managing and monitoring instances of supported RealPresence component
products.

Related Topics

Enabling the License Server for RealPresence Resource Manager

License Your System with a License File

If you are not a RealPresence Clariti customer, you need to license your RealPresence® Resource
Manager system using an activation key code or license file. See the Polycom® RealPresence®
Resource Manager System Operations Guide for instructions.

Related Topics

Initial Configuration

Additional Configuration
Additional configuration tasks are discussed in Chapter 2 of the Polycom® RealPresence® Resource
Manager System Operations Guide. For example:

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 • Configure the system for device management of your RealPresence Clariti video infrastructure

• Configure your system for redundancy, if applicable.

• Set up your site topology.

• As needed for conference scheduling:

◦ Integrate with a RealPresence DMA system for gatekeeper, SIP registrar, and virtual
meeting room services.

◦ Integrate the system with a Microsoft Active Directory.

◦ Configure Areas. (Area functionality is a separately licensed feature.)

◦ Add MCUs that you want the prod_name_short to manage.

• As needed for administration:

◦ Associate users with roles. You will need at least one user with the device administrator role
who will be able to create machine accounts for devices. You will also need at least one
user assigned to the role of operator or scheduler/advanced schedule so conferences can
be scheduled.

• As needed for endpoint management:

◦ Associate users with endpoints.

◦ Create provisioning profiles and rules for dynamically managed endpoints and phones.

Related Topics

Initial Configuration

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