Breaking News RealPresence Resource Manager 8learningcenter.polycom.com/plconline/courses/BreakingNews...Breaking News: RealPresence Resource Manager 8.0 Page 3 of 16 Contents Module

V1.3 | September 2013 | Level 2

Breaking News

RealPresence Resource Manager 8.0

Software Release Date: August 28, 2013

Breaking News: RealPresence Resource Manager 8.0

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Disclaimer © 2013 Polycom, Inc. All rights reserved.

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No part of this document may be reproduced or transmitted in any form or by any means,

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Inc. Under the law, reproducing includes translating into another language or format.

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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.


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Contents

Module Overview ................................................................................................................... 4

Polycom RealPresence Resource Manager Version 8.0 ..................................................... 5

New Menu System ............................................................................................................... 5

Geo Redundancy ................................................................................................................. 6

Maximum Endpoints Increased to 50,000 ............................................................................. 6

Rule-based Dynamic Provisioning ........................................................................................ 6

Provisioning Profiles ............................................................................................................. 7

Provisioning Rules ................................................................................................................ 7

Priority of Provisioning Rules ................................................................................................ 8

Medeatalk Video Implementation Diagram ........................................................................... 9

Lab Exercise / Demonstration: Dynamic Provisioning Profiles and Rules .......................... 11

Support for SVC Conferences ............................................................................................ 15

Download and Linking of Direct Conference Templates ..................................................... 15


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Module Overview

This module provides an overview of the Polycom RealPresence Resource Manager 8.0

software release.

Intended Audience

This module is intended for students that are familiar with existing Polycom solutions and now

want to learn about the Resource Manager Version 8.0 release.

Prerequisites

Students should have attended RealPresence Implementation, Configuration and

Troubleshooting (Level 2) RPIIT202 training or have equivalent experience with Polycom

video and infrastructure products.

Lab Exercise / Demonstration Scenario

A lab exercise has been provided with this training. Detailed instructions are provided for

students that have access to the necessary Polycom equipment and a recorded

demonstration can be viewed as well.


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Polycom RealPresence Resource Manager Version 8.0

RealPresence Resource Manager version 8.0 offers many new features, including:

More intuitive menu system

Rules-based dynamic provisioning

Direct import and synchronization of RMX conference templates

Support for SVC conferences

New Menu System

Menu functions in this release have been re-organized according to function to provide a more

intuitive user experience. The figure below illustrates the menu organization by providing the

pages available to the pre-defined Administrator role:


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The new RealPresence Resource Manager version 8.0 menu structure for an administrative

user, as shown below, includes the addition of one new menu item: Network Topology. The

items found under this new heading have simply been moved from the Admin menu option.

This modification is more intuitive for the user and more closely follows the layout of the

Polycom DMA 7000 system as well.

Geo Redundancy

The RealPresence Resource Manager system now supports cabled or non-cabled

redundancy configurations. This means that it is possible to have the two RealPresence

Resource Manager systems in different geographic locations if the following conditions are

met:

Network latency less than 100 ms

Dedicated VLAN for communication between the servers (to emulate the cross-over

cable)

The network switch must support multicast packets

Note: The Virtual IP address used for Resource Manager must be the same for clients in both

locations.

Maximum Endpoints Increased to 50,000

Polycom has significantly increased the maximum number of concurrent licensed active

endpoints. From 10,000 in version 7.1 this is now increased to 50,000.

Rule-based Dynamic Provisioning

Previous releases of the CMA and Resource Manager systems applied provisioning details to

dynamic endpoints through the use of two separate mechanisms:

Dynamic Provisioning Profiles – profiles were created and applied to different

endpoints based on the endpoint’s group membership

Site Provisioning Profiles – each site in the network topology had an associated Site

Provisioning Profile which was then applied to all endpoints located in that site

The RealPresence Resource Manager 8.0 system employs a completely new rule-based

paradigm for the provisioning of dynamically managed endpoints. This change makes

provisioning profiles more flexible and allows the administrator more control over when they

are applied.


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Dynamic provisioning now consists of the following steps:

1. Create one or more dynamic provisioning profiles

2. Create one or more provisioning rules

3. Associate a provisioning profile with a rule

Provisioning Profiles

The RealPresence Resource Manager version 8.0 system includes four types of provisioning

profiles, as outlined in the table below. Default profiles exist for both the Network Provisioning

Profile (formerly the Site Provisioning Profile) and the Admin Config Profile (formerly User

Group Provisioning Profile). These default profiles are applied to all endpoints until configured

differently.

Dynamic Provisioning Profile

Former Name

Summary of Provisioned Settings

How Applied:

Network Provisioning Profile

Site Provisioning Profile

Network settings such as security, quality of service and gatekeeper address

Applied according to provisioning rules

Admin Config Provisioning Profile

User Group Provisioning Profile

Maximum and preferred call speeds, H.323 settings, calendaring settings, etc.

Applied according to provisioning rules

Bundled Provisioning Profile

Home screen settings, monitor display and camera settings, etc.

Applied according to model and software version of the endpoint

Server Provisioning Profile

New (was formerly part of Provisioning Profile)

Provisions a RealPresence Access Director system

Used to provision a RPAD system

Provisioning Rules

Administrators now have the flexibility of a rule-based system to apply dynamic provisioning

profiles. An administrator can create multiple rules and associate a profile with more than one

rule at a time. A provisioning rule consists of one or more conditions that must be met before

the dynamic provisioning profile can be applied.

The version 8.0 Resource Manager does not include any default rules which means the two

default provisioning profiles will be applied to all devices.


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Priority of Provisioning Rules

There is a numeric priority associated with each provisioning rule. The lower the priority

number, the higher the priority of the rule. Each device can only be provisioned with one

Network Provisioning Profile and one Admin Config Provisioning Profile. If a device meets the

qualifications for more than one rule, it is this priority that will be used to determine which rule

will be enforced.

For example, a provisioning profile and rule may be created with settings for all Group Series

endpoints in the organization. The Executive Staff endpoints, however, may require additional

security and higher call speeds settings so a new provisioning profile and rule would be

created for the Group Series endpoints that belong to the Executive Staff. It is important to

ensure that the Executive Staff Provisioning Rule has a higher priority than the more generic

Group Series rule for the corporate room systems.

Provisioning Profiles and Rules Example

The diagram below shows a RealPresence platform implementation for the fictional

organization Medeatalk. This is a global organization using RealPresence Resource Manager

to support a video infrastructure that includes a DMA supercluster and dynamically managed

room system and personal devices around the world. One DMA cluster is located in the US to

support the Western Region, which is comprised of North and South America. The second

DMA cluster is located in Europe and supports the Eastern Region which is comprised of

Europe and Asia Pacific. Three RealPresence Access Director devices have been

geographically dispersed to support secure unified communications for the organization.


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Medeatalk Video Implementation Diagram

West

DMAEast

DMA

Resource

Manager

East

RPAD1

West

RPAD East

RPAD2

To simplify this implementation two network provisioning profiles will be created. The West

Region Network Provisioning Profile will provide dynamically managed endpoints with the

west.dma.medeatalk.com H.323 gatekeeper and SIP server. The East Region Network

Provisioning Profile will configure west.dma.medeatalk.com as the H.323 gatekeeper and SIP

server. Provisioning rules will be put in place to ensure endpoints receive the proper

provisioning profile, based on the device location.

In addition, a new Admin Config provisioning profile should be created to support all of the

Medeatalk room systems around the world. This profile will enable auto answer, raise the call

speeds for received calls to 1920kbps and set the preferred call speed for outgoing calls to

1024kbps. Calendaring enabled will also be enabled. A provisioning rule can be created

based on device type (i.e. Group Series or HDX) to apply this new profile. Dynamically

managed desktop and mobile devices will be provisioned with the default Admin Config

provisioning profile, which disables auto answer and provisions a lower preferred call speed.


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Two server provisioning profiles will be created to support the three RPAD systems shown in

the diagram above. A West Region configuration will configure the North American RPAD

system with the West DMA as the H.323 gatekeeper and SIP Server. An East Region RPAD

server provisioning profile will be configured to provide those two RPADs with the DMA East

information. The required provisioning profiles are shown in the table below:

Profile Name Provisioning Profile

Type Summary of Settings

West Region Network Gatekeeper = West DMA Quality of Service Settings Remote Access Password AES Encryption = When Available

East Region Network Gatekeeper = East DMA Quality of Service Settings Remote Access Password AES Encryption = When Available

Room Systems Admin Config Auto Answer = Yes Mute Auto Answer Max Call Speed = 2048 Preferred Call Speed = 1024 Enable Calendaring

West Region RPAD Server Gatekeeper = West DMA

East Region RPAD Server Gatekeeper = East DMA

Default Admin Config Admin Config Auto Answer = No Max Call Speed = 1024 Preferred Call Speed = 768

Provisioning rules must now be created to correctly apply these provisioning profiles.

Rule Name Condition Endpoint Profiles Server Profiles

West Region Site = Americas

West Region

West Region RPAD

East Region Site = Europe OR Site = Middle East OR Site = Asia Pacific

East Region

East Region RPAD

Room Systems

Device Type = Group Series OR Device Type = HDX

Room Systems


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Lab Exercise / Demonstration: Dynamic Provisioning Profiles and Rules

View the accompanying video from the course registration page to see a

demonstration of the following lab exercise or use your own equipment to

complete the lab exercise. When finished with lab exercise / demonstration return

to this point in the courseware.

Exercise Summary (20 Minutes)

Objective

During this lab you will use the RealPresence Resource Manager 8.0 to create provisioning

profiles and provisioning rules to support the West Region scenario described earlier. The

steps will include:

Login to RealPresence Resource Manager as an administrative user

Create a provisioning profile for the West Region to provision

dma.west.medeatalk.com as the H.323 gatekeeper and SIP registrar

Create a Room Systems Provisioning Profile with the following settings:

o Auto Answer Point-to-Point Calls = yes

o Mute Auto-Answer

o Maximum Speed for Receiving Calls = 1920

o Preferred Speed for Placing Calls = 1024

o Enable Calendaring

Create a West Region RPAD Server Provisioning Profile to provision

dma.west.medeatalk.com as the H.323 gatekeeper and SIP registrar

Create a West Region Provisioning Rule to apply the West Region provisioning

profile and the West RPAD Server Provisioning Profile for endpoints in the North

America or South America sites

Create a Room Systems Provisioning Rule for endpoints in conference rooms that

will apply the appropriate profile for all members of the Conference Rooms user group

What You Will Learn

After completing the exercises you will be able to:

Create Admin Config Provisioning Profiles

Create Network Provisioning Profiles

Create RPAD Server Provisioning Profiles

Create appropriate Provisioning Rules to correctly apply Provisioning Profiles


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Detailed Lab Steps

Create Provisioning Profiles

1. Login to a RealPresence Resource Manager system running version 8.0 with an

administrative account and navigate to Endpoint > Dynamic Management >

Provisioning Profiles

2. Take the action to Add and create a new profile with the following properties:

General Info

Profile Name: West Region Network Profile

Provisioning Profile Type: Network Provisioning Profile

H.323 Settings

Enable H.323

Gatekeeper Address: dma.west.medeatalk.com

SIP Settings

Enable SIP

Proxy Server: dma.west.medeatalk.com

Registrar Server: dma.west.medeatalk.com

Security Settings

AES Encryption: When Available

Click OK to save the new profile


General Info

Profile Name: Room Systems Profile

Provisioning Profile Type: Admin Config Provisioning Profile

System Settings

Auto Answer Point-to-Point Calls: Yes


H.323 Settings

Maximum Speed for Receiving Calls: 1920

Preferred Speed for Placing Calls: 1024

Calendaring Settings

Enable Calendaring

Meeting Reminder Time: 10


4. Navigate to Endpoint > Dynamic Management > RPAD Server Provisioning

Profile


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General Info

Profile Name: West Region RPAD Profile

Provisioning Profile Type: Server Provisioning Profile

RPAD Settings 2

Enable H.323


Enable SIP

Proxy Server: dma.west.medeatalk.com

Registrar Server: dma.west.medeatalk.com


Create Provisioning Rules

6. Navigate to Endpoint > Dynamic Management > Provisioning Rules

7. Take the action to Add a new provisioning rule with the following properties:

General Info

Name: West Region Provisioning Rule

Description: Network and RPAD Provisioning for the West Region

8. Click the Add button to create a new condition:

Type: Site

Attribute: Site

Operator: =

Value: Americas

Click OK to create the second condition

9. Navigate to Endpoint Provisioning Profile and highlight the West Region

Network Profile. Click the down arrow icon to move this profile to the Selected

Profiles section

10. Navigate to Server Provisioning Profile and highlight the West Region RPAD

Profile. Click the down arrow icon to move this profile to Selected Profiles

11. Click OK to create the new Provisioning Rule

12. Navigate to Endpoint > Dynamic Management > Provisioning Rules


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13. Take the action to Add a new provisioning rule with the following properties:

General Info

Name: Room Systems Provisioning Rule

Description: Endpoint Provisioning for Room Systems in Conference

Rooms

14. Click the Add button to create a new condition:

Type: Device

Attribute: Device Type

Operator: =

Value: Group Series

Click OK to create the condition and then highlight this condition to click Add again:

Type: Device

Attribute: Device Type

Operator: =

Value: HDX

Click OK to create the condition

15. Navigate to Endpoint Provisioning Profile and highlight the Room Systems

Profile. Click the down arrow icon to move this profile to Selected Profiles

16. Click OK to create the new Provisioning Rule

End of practical exercise


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Support for SVC Conferences

This version of the RealPresence Resource Manager system supports scheduling and

managing SVC conferences that are supported with the RealPresence Platform products,

including the latest generation of Polycom MCUs and RealPresence room, personal desktop

and mobile endpoints.

Polycom RealPresence Collaboration Server 800s MCUs (v8.0 and higher) and Polycom RMX

systems (v8.1 and higher) support mixed-mode (SVC+AVC) conferences. Both SVC and

AVC endpoints can join the conference and each gets the appropriate experience: SVC

endpoints get SVC mode and get a video stream for each AVC participant; AVC endpoints get

a single Continuous Presence (CP) video stream of the participants (both AVC and SVC)

supplied by the MCU.

Download and Linking of Direct Conference Templates

In version 8.0 Direct Conference Templates can be created only by downloading existing

conference templates from Polycom MCUs that have been added to the RealPresence

Resource Manager.

Creating a Direct conference template is now a three step process:

1. Navigate to Conference > Direct Conference Templates and take the action to Add

2. Select an MCU from the presented list of connected MCUs and click the button to

View Profile

3. Highlight one of the existing Conference Profiles from the list and take one of the two

available actions:

a. Download Profile – this will download the conference profile to the RPRM

system and these conference settings will be sent to the selected MCU when

the scheduled conference is initiated using this profile

b. Use Routing Name – this will download the conference profile and the

associated Routing Name to the RPRM system so that this specific conference

profile will be used when the scheduled conference is initiated

A Direct Conference Template that was created using the Download Profile option can be

considered a “standalone” template. Once created, the Resource Manager Direct Conference

Profile is completely separate from the RMX conference profile. The settings contained in this

template will be sent from the Resource Manager directly to whichever RMX was specified in

the conference reservation. The originally selected RMX conference profile does not need to

exist on the RMX being used for the conference.

A Direct Conference Template that was created with the Use Routing Name option could be

considered a “linked” template, as the Resource Manager will start the scheduled conference

using this specific conference template on the RMX. It is important to note that if a conference

profile does not exist on the selected RMX with that exact routing name, the scheduled

conference will not launch.


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It should also be noted that once the Direct Conference Template has been created there are

a limited number of attributes that can be modified:

Name

Description

Supported MCUs (RMX, MGC, RMX + MGC)

Always Use MCU

Dial Options (Dial-In+Dial-Out, etc.)

Template availability for selected roles

Viewing the details of the conference template can be done by highlighting the appropriate

template and opening the informational panes on the right side of the interface.

Documents

Breaking News RealPresence Resource Manager 8learningcenter.polycom.com/plconline/courses/BreakingNews...Breaking News: RealPresence Resource Manager 8.0 Page 3 of 16 Contents Module