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Calix Management System (CMS) R15.x User Guide February 2018 #220-00991 Rev. 10

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Page 1: Calix Management System (CMS) R15.x User Guidepaultclark.com/network/calix/Calix Management System (CMS... · 2018. 4. 10. · R15.x User Guide February 2018 #220-00991 Rev. 10

Calix Management System (CMS) R15.x User Guide

February 2018

#220-00991 Rev. 10

Page 2: Calix Management System (CMS) R15.x User Guidepaultclark.com/network/calix/Calix Management System (CMS... · 2018. 4. 10. · R15.x User Guide February 2018 #220-00991 Rev. 10
Page 3: Calix Management System (CMS) R15.x User Guidepaultclark.com/network/calix/Calix Management System (CMS... · 2018. 4. 10. · R15.x User Guide February 2018 #220-00991 Rev. 10

Proprietary Information: Not for use or disclosure except by written agreement with Calix. .

Contents

About This Guide.................................................................... 11 Intended Audience .................................................................................................. 12

Guide Organization ................................................................................................. 13

Prerequisites ............................................................................................................ 14

Calix Documentation Set ........................................................................................ 15

Chapter 1: CMS Overview ..................................................... 17 CMS Features ........................................................................................................... 18

View and Manage Calix Equipment ........................................................................ 20

Calix Platform Software Compatibility ................................................................... 21

CMS Architecture .................................................................................................... 22

CMS Interfaces ......................................................................................................... 23

CMS Connections .................................................................................................... 24

CMS Desktop Views ................................................................................................ 26

Online Help ............................................................................................................... 30

CMS User Roles ....................................................................................................... 31

Quick Reference—System Configuration Tasks .................................................. 32

Quick Reference—Using and Maintaining CMS .................................................... 34

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Chapter 2: CMS Client Applications .................................... 37 Opening CMS Web .................................................................................................. 38

Verifying the CMS Server is Operating: CMS Web ............................................... 40

Installing CMS Desktop ........................................................................................... 41

Required GTK Solaris Libraries—Solaris .............................................................. 42

Upgrading CMS Desktop on a Client Machine ...................................................... 43

Starting CMS Desktop ............................................................................................. 44

Changing the Host Server Time ............................................................................. 47

Chapter 3: Security Management ......................................... 49 Communications Security Overview ..................................................................... 50

Scope and Limitations ..................................................................................... 50 C7 Security Visual Indicators .......................................................................... 51 Default CMS Server Ports ............................................................................... 51

SSH Performance Note .................................................................................. 51

RADIUS ..................................................................................................................... 52

RADIUS Server Parameters for CMS ............................................................. 53 Configuring the External RADIUS Server Parameters for C7 ......................... 53

Enabling RADIUS Authentication for CMS ...................................................... 54 Sample RADIUS CMS Vendor Specific Attribute Dictionary ........................... 54

Configuring SSH Security ....................................................................................... 56

Access Control Lists ............................................................................................... 57

Connection Security Modes ................................................................................... 58

CMS User Privileges ................................................................................................ 60

Default CMS User Groups .............................................................................. 60 Sample Views ................................................................................................. 61

Functional Privileges ....................................................................................... 66 FCAPS Access Permissions ........................................................................... 70 Topological Privileges (CMS) .......................................................................... 71

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Creating CMS Users and User Groups .................................................................. 73

Creating a CMS User Group ........................................................................... 74 Viewing CMS User Groups ............................................................................. 75 Creating a CMS User ...................................................................................... 75

Managing CMS Users .............................................................................................. 77

Locating a CMS User ...................................................................................... 77 Viewing and Editing CMS User Group Privileges ........................................... 77 Viewing and Editing CMS User Details ........................................................... 78 Changing CMS User Passwords .................................................................... 79 Changing Your Own CMS Password .............................................................. 80

Monitoring CMS User Sessions ...................................................................... 80 Logging Out CMS Users ................................................................................. 81

Inhibiting or Allowing Access to CMS.............................................................. 81 CMS Security Log ........................................................................................... 82

Modifying the Default CMS Security Settings ....................................................... 83

Chapter 4: Configuration Management ............................... 85 Managing Regions and Network Groups ............................................................... 86

Creating a CMS Region or Network Group ..................................................... 86

Working in Map View ...................................................................................... 87

Viewing the Topology of a Network Group ...................................................... 88 Creating a Graphical Link Between Calix Devices .......................................... 89 Modifying the Parent Region for a Region or Network Group ......................... 91

Searches and Inventory Reports ............................................................................ 92

Types of Searches and Inventory Queries ...................................................... 92

Performing a Subscriber Search ..................................................................... 94 Performing a Search or Inventory Query ........................................................ 96 Advanced Search Options ............................................................................ 100 Search and Query View Options ................................................................... 105 Saving Searches or Queries as Templates ................................................... 107

Viewing All Saved Templates ....................................................................... 108 Applying a Search, Inventory, or PM Query Template .................................. 108

Modifying a Search, Inventory, or PM Query Template ................................ 109 Deleting a Search or Inventory Query Template ........................................... 109 Printing Search or Inventory Query Results .................................................. 110 Basic Search ................................................................................................. 111

Provisioning Cross-Platform Ethernet Topologies ............................................ 112

Using the Provision Ethernet Topology Tool ................................................. 113 Before Using the Tool ................................................................................... 114 Using the Provision Ethernet Topology Tool for Data Applications ............... 114

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Using the Provision Ethernet Topology Tool for Video Applications ............. 116 Using the Provision Ethernet Topology Tool for Voice Applications ............. 119 After Using the Tool ...................................................................................... 121

Creating a TDM Gateway Service Group ............................................................. 124

Managing E7 OS Nodes ........................................................................................ 125

Adding an E7 OS node in CMS .................................................................... 125 Viewing or Modifying Node Details ............................................................... 128 Troubleshooting an E-Series System Connection ........................................ 129 Troubleshooting a TrapRegFailed Alarm ...................................................... 130 Manually Disconnecting and Connecting a System Node............................. 131

Accessing E-Series System Configuration Settings ...................................... 131 Scheduling Database Backups ..................................................................... 136

Inventory Snapshot Options .......................................................................... 137 Scheduling E7, E3-48C, E5-48/E5-48C Software Upgrades ........................ 137 Link Layer Discovery Protocol (LLDP) .......................................................... 142 Scheduling an ONT-Only Firmware Upgrade in CMS ................................... 143

Scheduling an RG Configuration Retrieve Task in CMS ............................... 145 Using the Cut-Through Telnet or Web Interface ........................................... 147

Managing Active Ethernet ONTs .......................................................................... 149

Manually Creating an ONU (Pre-Provisioning) ............................................. 150 Moving an AE ONT in the Navigation Tree ................................................... 151

Adding 2300 AE ONUs in a B6 Network to CMS .......................................... 152 Deleting an AE ONU ..................................................................................... 156

Viewing and Updating ONU Provisioning Information ................................... 157 AE ONU Configuration File Synchronization Settings ................................... 160

Resetting AE ONTs....................................................................................... 163 Accessing the Cut-Through Interface ............................................................ 164 ONU Firmware Upgrades ............................................................................. 164

Configuring AE ONU System Settings .......................................................... 168 ONU Ethernet Port Power Shedding............................................................. 172

ONU Provisioning Persistence ...................................................................... 173 Configuring GigaFamily Devices ................................................................... 175

Managing E5-30x and E5-520 Nodes ................................................................... 177

Adding a Node in CMS ................................................................................. 177 Viewing or Modifying Node Details ............................................................... 178 Creating a Graphical Link Between Calix Devices ........................................ 180 Using the Cut-Through Telnet or Web Interface ........................................... 182

Modifying the Default User Name or Password ............................................ 182 Scheduling a Software Upgrade ................................................................... 183

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Managing C7 Networks ......................................................................................... 186

Creating a C7 Network .................................................................................. 186 Viewing or Managing Network Parameters ................................................... 188 Troubleshooting a C7 Network Connection .................................................. 190

Connecting to C7 Networks .......................................................................... 191 Ethernet Provisioning Features ..................................................................... 192 Tools for Migrating Services ......................................................................... 194 Viewing and Filtering IP Hosts ...................................................................... 195 Viewing and Filtering PPPoE Hosts and Sessions ....................................... 199 Viewing and Filtering MAC Hosts ................................................................. 202

Viewing and Filtering DHCP Leases ............................................................. 203

Scheduling Database Backups ..................................................................... 204

Inventory Snapshot Options .......................................................................... 205 Using the CMS TL1 Interface ........................................................................ 205 C7 TL1 and iMS Cut-Through Sessions ....................................................... 206

Managing B6 Networks ......................................................................................... 208

Adding B6 Line Cards and Chassis to CMS ................................................. 208 Creating a B6 Card ....................................................................................... 210

Viewing Discovered B6 Chassis and Cards .................................................. 211 Manually Connecting or Disconnecting B6 Cards ......................................... 214 B6 Telnet and EWI Cut-Through Sessions ................................................... 214

Upgrading GPON ONTs Automatically ......................................................... 215

Managing E3 and E5-100 Nodes ........................................................................... 219

Adding an E3/E5-100 Node .......................................................................... 219 Viewing and Modifying E3/E5-100 Node Parameters ................................... 221

Troubleshooting an E3/E5-100 Connection .................................................. 222 Troubleshooting a TrapRegFailed Alarm ...................................................... 223 Manually Disconnecting and Connecting an E3/E5-100 Node ...................... 224

Global Profiles in CMS .................................................................................. 224 Accessing E3/E5-100 Configuration Settings ............................................... 224

Saving the E3/E5-100 Configuration ............................................................. 225 Scheduling Database Backups ..................................................................... 225 Scheduling E3/E5-100 Software Upgrades ................................................... 226

Using a E3/E5-100 Cut-Through Telnet or Web Interface Session ............... 227

Managing Actelis Ethernet over Copper .............................................................. 229

Displaying Non-Calix Devices .............................................................................. 231

Adding a Device Profile ................................................................................. 231

Adding a Non-Calix Device ........................................................................... 232 Viewing and Modifying Device Parameters ................................................... 233

CMS Database Synchronization ........................................................................... 234

Customizing the Default CMS Security and Archive Settings ........................... 235

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Chapter 5: Fault Management ............................................ 237 Alarm Display Features ......................................................................................... 239

Alarm Help .............................................................................................................. 242

Acknowledging Standing Alarms in CMS ............................................................ 243

Modifying Alarm Severity and Descriptions ........................................................ 246

Suppressing Alarms in CMS ................................................................................. 250

Viewing and Printing Standing Alarms and Events ............................................ 253

Viewing Standing Alarms .............................................................................. 253 Viewing Events ............................................................................................. 255 Alarm and Event Display Options ................................................................. 256

Generating Custom Print Reports ................................................................. 258

Querying Historical Alarm and Event Logs ......................................................... 260

Query Filters For Alarm and Event Logs ....................................................... 260

Generating Log Reports ................................................................................ 262

Alarm E-Mail Notification ...................................................................................... 266

Viewing and Configuring the E-Mail Server .................................................. 266

Creating E-Mail Subscriptions ....................................................................... 267

Viewing and Modifying E-Mail Subscriptions ................................................ 268 Managing E-Mail Subscriptions .................................................................... 268

Email and Alarm Closure .............................................................................. 269

Northbound SNMP for Alarms .............................................................................. 273

Adding an SNMP Subscriber ........................................................................ 273

Viewing SNMP Subscribers .......................................................................... 274 Disabling an SNMP Subscriber ..................................................................... 274

Enabling an SNMP Subscriber ..................................................................... 274 Deleting an SNMP Subscriber ...................................................................... 275

Chapter 6: Performance Monitoring (E7 and C7) .............. 277 Data Download Multithreading ............................................................................. 278

E7, E5-400 and E3-48C PM Features .................................................................... 279

C7 PM Features ...................................................................................................... 280

PM Data on C7 Networks ............................................................................. 280 C7 Performance Monitoring Data.................................................................. 281 C7 Port-Specific PM Parameters .................................................................. 282

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Setting the Archive Days for Logs and PM Data ................................................. 289

Scheduling a PM Download .................................................................................. 290

Querying Historical Performance Data ................................................................ 293

Generating a PM Query ................................................................................ 294

Using Advanced PM Query Options ............................................................. 296 PM Query Example ....................................................................................... 300 Viewing and Printing the Query Results ........................................................ 301 Understanding PM Data Results ................................................................... 301

Chapter 7: Calix C7 Business Reports .............................. 303 Bandwidth Utilization Report ................................................................................ 304

Service Take Report .............................................................................................. 307

ADSL Health Monitor Report ................................................................................ 310

Modem Train Rate Report ..................................................................................... 312

Top Video Channel Report by View Minutes ....................................................... 315

Top Video Channel Usage Report ........................................................................ 320

Accessing Predefined Reports ............................................................................. 322

Chapter 8: Administrative Tasks ........................................ 323 Working with Scheduled Tasks ............................................................................ 324

Scheduling Tasks.......................................................................................... 324

Optimizing Scheduled Tasks ........................................................................ 328 Backing Up the CMS Database .................................................................... 330 Performing Shelf and Node Backups ............................................................ 334 Scheduling an Inventory Snapshot ............................................................... 345

Scheduling Configuration Restoration for E Series Network Elements ......... 347

Managing Network and Device User Passwords ................................................ 349

Modifying Default E-Series Platform Login and SNMP Settings ................... 349 Modifying the Default C7 Network User Name and Password ...................... 350 Modifying C7 Network and C7 User Passwords ........................................... 351 Modifying the Default B6 Settings ................................................................. 352 Modifying the Default E3/E5-100 Settings .................................................... 353

Postgres Database Maintenance .......................................................................... 356

Postgres Maintenance Log Files ................................................................... 357

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Exporting and Importing CMS and C7 Network Objects .................................... 358

Exporting CMS Objects ................................................................................. 358 Importing or Restoring CMS Objects ............................................................ 359 Exporting and Importing C7 Network Objects ............................................... 360

Querying Administrative Logs ............................................................................. 362

Querying Filters for Administrative Logs ....................................................... 363 Generating Log Reports ................................................................................ 364

Setting the Archive Days for Logs and PM Data ................................................. 368

Synchronizing Network Alarms and Time ........................................................... 369

Alarm Synchronization .................................................................................. 369 Network Time Synchronization ..................................................................... 369 Modifying the Default Synchronization Options ............................................ 370

Manually Synchronizing Network Time ......................................................... 371

Chapter 9: Troubleshooting and Reference ...................... 373 Troubleshooting CMS Alarms .............................................................................. 374

Network Element Alarms ...................................................................................... 378

CMS Server Processes.......................................................................................... 379

Troubleshooting the CMS Server Status ....................................................... 380 Rebooting the CMS Server ........................................................................... 380

Shutting Down Java Processes .................................................................... 380

Troubleshooting RADIUS ...................................................................................... 382

Configuring a Keep-Alive Ping of the CMS Server ............................................. 383

Troubleshooting SSH ............................................................................................ 384

CMS System Configuration Settings ................................................................... 385

Downloading CMS Logs........................................................................................ 387

Running Scripts ..................................................................................................... 388

Future Calix Platform Release Support ............................................................... 389

Chapter 10: Acronyms .......................................................... 391

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About This Guide

The Calix Management System (CMS) Guide provides instructions for using the Calix Management System, a client/server application used to manage multiple Calix Active Ethernet (AE) and GPON ONTs, E7 OS networks, C7 networks, E3/E5-100 service units, and B6 cards. This guide explains how to set up and maintain CMS users, regions, and networks, as well as how to use the fault and performance monitoring features.

For instructions on how to install or upgrade the CMS server software, see the Calix Management System (CMS) Installation and Upgrade Guide for Linux or Solaris, depending on your host server operating system.

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Intended Audience The primary audience for the Calix Management System Guide includes personnel responsible for the following:

• Network monitoring

• User administration

• Security

• Node and network setup

• Service configuration at the Network Operations Center (NOC) or Central Office (CO)

Calix assumes that readers of this guide have experience with computer systems and software, and have knowledge of telecommunications and engineering standards. Calix recommends that readers be familiar with the Calix system hardware installation.

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Guide Organization This guide is organized into the following sections:

• CMS Overview: Lists the hardware and software system requirements for CMS and offers an overview of the basic features of CMS. This section also presents an overview of basic concepts and navigation information to help you get oriented.

• CMS Client Applications: Includes instructions for installing, opening, and upgrading CMS Desktop, and using the CMS TL1 interface.

• Security Management: Includes instructions for creating user groups and users; editing user access privileges, security settings, and user details; and managing user sessions.

• Configuration Management: Includes instructions for creating regions and network groups, customizing security and archive settings, connecting to Calix network elements, creating inventory reports, and establishing C7 TL1 and cut-through node management and CLI sessions.

• Fault Management: Includes instructions for viewing alarms, viewing events and alarm logs, and querying historical alarm and event logs.

• Performance Monitoring: Contains information for retrieving historical performance data, scheduling PM data downloads, and querying historical PM data for Calix network elements.

• Business Reports: Includes instructions for creating business reports to monitor network resources.

• Administrative Tasks: Presents information about editing regions and networks; scheduling CMS object and network element backups; exporting and importing CMS and network objects; querying administrative logs; managing archival logs and PM data; and synchronizing network alarms and timing.

• Troubleshooting and Reference: Includes performance optimization tips, troubleshooting information, UNIX scripts, system configuration settings, and information about C7 platform release support.

• Appendices: Contains useful reference materials, such as port-specific Performance Monitoring (PM) parameters, and an acronym list.

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Prerequisites Before using the information and procedures in this guide, be sure that:

• Calix network element equipment is properly installed, turned up, and tested.

• CMS and the Calix product documentation is readily accessible.

• The CMS server has been installed and the server is running.

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Calix Documentation Set You can access Calix product documentation by logging into My Calix (www.calix.com/my-calix (https://www.calix.com/my-calix)) and browsing the My Calix Documentation Library. In addition, you can view essential documentation using CMS online Help.

CMS Calix Management System (CMS) Guide

Calix Management System (CMS) Installation and Upgrade Guide—Linux

Calix Management System (CMS) Installation and Upgrade Guide—Solaris

Calix Management System (CMS) Northbound Interface API Guide

CMS Appliance Guide

Calix B6 networks Managing a Calix B6 Network from CMS

Calix C7 networks Calix C7 Engineering and Planning Guide

Calix Upgrade Program (CUP) Application Guide

Calix C7 Provisioning Guide

Calix C7 GPON Applications Guide

Calix C7 Ethernet and IP Services Guide

Calix C7 Broadband Data Services Guide

Calix C7 Video Services Guide

Calix C7 Voice Services Guide

Calix C7 VoIP Services Guide

Calix C7 Maintenance Guide

Calix C7 Troubleshooting Guide

Calix C7 TL1 Management Interface Reference

Calix C7 SNMP MIBs

Calix E-Series platforms E-Series (E7 OS) Turn-Up and Transport Guide

E-Series (E7 OS) xDSL Applications Guide

E-Series (E7 OS) GPON Applications Guide

E-Series (E7 OS) Maintenance and Troubleshooting Guide

E-Series (E7 OS) System Software Upgrade Guide

E-Series (E7 OS) GPON ONT Firmware Upgrade Guide

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E-Series (E7 OS) CLI Reference

E5-30x/E5-520 User Guide

E5-30x/E5-520 Monitoring and Troubleshooting Guide

E5-30x/E5-520 Service Activation Test Guide

E5-30x/E5-520 CLI References

E5-400 User Guide and CLI Reference

E7 Active Ethernet Applications Guide

Calix E3/E5-100 Engineering and Planning Guide

Managing Calix E3/E5-100 Service Units with CMS

Calix E5-110/E5-111, E3-12C/E5-120/E5-121, and E3-48 User Guides and CLI References

Calix ONTs Managing Calix AE ONTs from CMS

Managing Calix Active Ethernet ONTs from the CLI

Calix ONT Configuration Manager (OCM) User Guide

Calix 700/700G/700GX/800-Series installation, configuration, ONT accessories, and troubleshooting guides.

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Chapter 1

CMS Overview

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CMS Features Calix Management System (CMS) is a client/server application for managing, monitoring, and configuring multiple Calix Active Ethernet (AE) and GPON ONTs, E7 OS networks, C7 networks, E3/E5-100 service units, and B6 cards..

For detailed instructions on how to manage Calix network elements, see the configuration, services, and other guides listed in Calix documentation set (on page 15), accessible online at the Calix Customer Resource Center at www.calix.com.

Tasks that you can perform in CMS include the following:

• Manage up to 5,000 network elements and 20,000 AE ONTs using the java-based CMS Desktop application and the browser-based CMS Web application on your Windows or Linux PC or Solaris workstation.

• Support up to 150 concurrent CMS user sessions: Up to 100 with CMS Desktop, 30 with CMS Web, and 20 with TL1 (C7 only), CLI and Embedded Web interface (EWI) cut-through.

Note: XML NBI login sessions count toward the 150-session client session limit for the CMS server.

• Create user groups to customize user privileges by topology (down to the port level) and service type; manage user and interface connection security settings. See Security Management (on page 49).

• Create customized network groups to organize network elements. See Configuration Management (on page 85). In this section you can also find instructions for using the following features:

Create and manage Calix network elements.

Search for and generating custom inventory reports of physical elements (such as networks, nodes, shelves, cards, and ports) and logical elements (such as FTTP, TDM, Ethernet and IP, SONET, video, and interface groups). See Searches and Inventory Reports (on page 92).

• View aggregated alarms throughout your Calix devices and query historical logs of alarms, events, threshold crossings, network changes, CMS updates, and security events. Optionally modify alarm severity and descriptions, suppress alarms, and utilize the alarm acknowledgment feature. See Fault Management (on page 237).

• Download and query historical performance monitoring data from C7 networks and E7 platforms. See C7 and E7 Performance Monitoring (on page 277).

• Use a wide variety of C7 business reporting tools. See Business Reports (on page 303).

• Perform a variety of administrative tasks, such as backup and restore shelf and node data and CMS objects. See Administrative Tasks (on page 323).

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• Troubleshoot CMS alarms and perform maintenance tasks. See Troubleshooting and Reference (on page 373).

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View and Manage Calix Equipment Your user privileges determine which network and device functions and services you can view and configure within CMS. This guide describes CMS features available at the network or node level and above on the Navigation Tree. These include regions, networks, and system and security settings.

CMS supports up to three versions of Calix network element software: the current version and the two previous versions. CMS handles most version translation internally and seamlessly.

For descriptions of and instructions for network element-level provisioning features, see the Calix Documentation Set (on page 15). A few of the key management features only available in CMS include:

• Global profiles for Calix C7 networks, E-Series service units and platforms, AE ONTs, and global subscriber templates for C7 networks and E3/E5-100 nodes (for details, refer to the platform-specific documentation).

• Service activation for AE ONTs; xDSL and POTS ports and ONTs for E-Series systems and C7 networks (for details, refer to the platform-specific documentation).

• A tool for configuring Ethernet services and devices across Calix platforms (for details, see Provisioning Cross-Platform Ethernet Topologies (on page 112)).

• A tool for turning up Ethernet-over-SONET transport and service drops on C7 networks (for details, refer to the Calix C7 Provisioning Guide).

Future platform software release support

You can access C7 networks and E-Series system running a future platform release from CMS. For more information, see Future Calix Platform Release Support (on page 389).

Features not supported

CMS does not support the following:

• Performing software upgrades for a C7 network. Note, however, that you can view the current software versions of all C7 networks in the Network Details screen to track the upgrade progress across the all connected networks.

• Making bulk provisioning changes to multiple nodes or shelves belonging to different C7 networks. You can only change node or shelf parameters for one network at a time.

• Making bulk provisioning changes to platforms other than C7.

• Business reporting on platforms other than C7.

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Calix Platform Software Compatibility Support for the newest Calix equipment software releases is made available with each CMS release.

For a matrix of compatible Calix equipment software releases corresponding to the most current CMS release, refer to the Calix Management System (CMS) Release Notes, accessible by logging into My Calix (www.calix.com/my-calix (https://www.calix.com/my-calix)) and browsing the My Calix Documentation Library.

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CMS Architecture The following illustration shows how CMS clients and server connect to the Calix networks and nodes that you manage. Descriptions of each CMS client interface follow.

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CMS Interfaces CMS has five client interfaces:

• CMS Desktop: A stand-alone, Java-based client for CMS server administration; provisioning, maintaining, and troubleshooting Calix network elements; reporting Performance Monitoring statistics; and viewing online help.

• CMS Web: A Web browser-based interface for querying and reporting inventory statistics from Calix network elements; querying and reporting Performance Monitoring from Calix nodes; running historical alarm and event queries; downloading CMS Desktop; and viewing online help.

• CMS TL1 Interface: A Transaction Language 1 (TL1) text interface for provisioning, maintaining, and troubleshooting C7 networks.

• CMS SNMP Northbound Interface: A unified interface for alarm management integration with back office systems.

• CMS XML Northbound Interface Applications Processing Interface: An API that provides back-office system integrators with the ability to activate service requests on C7, E-Series, AE ONTs, and E3/E5-100 units. The interface can also use the subscriber profiles within the CMS database. See the Calix Management System (CMS) XML Northbound Interface API Guide.

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CMS Connections Use the following methods to manage Calix equipment connections to the CMS server:

• B6 networks: CMS Desktop and Web interfaces. Connections between the CMS server and managed B6 networks consist of IP network links from the LAN to an Ethernet port on each B6 card. For options and details about connecting to the Ethernet ports on a B6 network, see the Calix B6 platform documentation.

• C7 networks: CMS Desktop, Web, and TL1. Connections between the CMS server and the managed C7 networks consist of IP network links from the LAN to an Ethernet port on an AMP or ATP card in the C7 network. For options and details about connecting to the Ethernet ports on a C7 shelf, see the Calix C7 Provisioning Guide.

• E3/E5-100 service units: CMS Desktop and Web interfaces. Connections between the CMS server and E3-12C, E3-48, E5-110, E5-111, E5-120, and E5-121 nodes consist of IP links from the LAN to an Ethernet interface on the node. For options and details about connecting to the E3/E5-100 node, see the appropriate Calix installation documentation.

• E-Series platforms: CMS Desktop and Web interfaces. Connections between the CMS server, E-Series, and E5-30x/E5-520 platforms consist of IP links from the LAN to the alarm, management, and Ethernet line interfaces on the node. For details about setting up physical connections, see the Installation Guide for each platform. For details about setting up management interface communication with these E-Series platforms, see the Turn-Up and Transport Guide.

• 700GE, 700GX and 836GE RSG Active Ethernet (AE) ONTs: CMS Desktop. Connections between the CMS server and AE ONTs consist of auto-discovered IP links based on SNMP traps sent from the ONTs when they boot up. For options and details about AE ONTs, see the Calix publication, Managing AE ONTs with CMS.

TL1 northbound interface

The CMS server provides a TL1 northbound interface for integration with third-party Operations Support System (OSS) software. Once the OSS connects to the northbound interface, it receives all events from every C7 network connected to the CMS server. You can open a TL1 interface using a Telnet or Secure SHell (SSH) security session. For instructions, see Using the CMS TL1 Interface (on page 205).

A TL1 northbound interface agent is also available (requires advance setup requirements with Calix) for specific Calix E-Series products.

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SNMP northbound interface

The CMS server provides a normalized SNMP northbound proxy interface for integration of Calix-supported equipment with back office systems for fault and event management. CMS normalizes the device trap object formats by mapping alarm attributes to an internal format. For more information, see Northbound SNMP for Alarms (on page 273).

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CMS Desktop Views

Permission-based views

All CMS screens and reports are filtered to show only those resources that the user group is authorized to view. Screens, and screen items such as menus and functional areas, are filtered by permissions. Administrators can view the full range of screens, menus, and buttons for their functional areas. Users with more restricted roles see only those items they have permission to view and work with. Items they do not have permission to view or work with are not visible.

Initial work area view: Subscriber search pane

When you open CMS Desktop, the subscriber search pane displays in the CMS work area (the area of the screen to the right of the navigation tree).

For instructions on how to use the Subscriber Search tool, see Performing a Subscriber Search (on page 94).

To toggle to the CMS administrative and node configuration work area menus, at the top of the screen, click the Previous Panel link. (To toggle back to the subscriber search pane, click the Last Search link.)

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CMS Desktop screen frames

The main screen in iMS and CMS Desktop is divided into four frames:

1. Navigation Tree: Displays a customizable, hierarchical list of network element objects: networks, nodes, shelves, cards, ports, and paths. CMS additionally displays administrative settings at the highest level, followed by a root region and regions and network groups for organizing network elements.

2. Work Area: When the Subscriber Search pane is not displayed (CMS only), this area of the screen displays information about the level selected on the Navigation Tree. At the network or node level and below on the Navigation Tree, the Work Area provides access to view or modify network and node configuration settings. On the Navigation Tree, you can drill down to view details down to the port or path level in the Work Area. In CMS Desktop, to toggle to the configuration menus from the Subscriber Search pane, at the top of the screen, click the Previous Panel link; to toggle back to the Subscriber Search pane, click the Last Search link.

3. Status Monitor: Displays a count of critical, major, and minor alarms. In addition, you can use the drop-down menu to the right of Status Monitor and select Resource to display total memory allocated and in use by the application.

4. Alarm Table: Displays a customizable table of all standing alarms, events, and threshold events.

At the bottom of the screen, the status bar displays the user name on the left side and the date and time (for CMS, the CMS server time) on the right side.

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Region and network group views

Regions in CMS are groups of networks and network groups. Network groups are groups of network elements that share something in common. You can create custom regions and network groups based on topology (for example, all C7 networks in a particular state), function (for example, networks that manage video services), or some other meaningful classification.

From the Navigation Tree, access and customize the region and network group views that display in the Work Area:

• At a region level: The CMS Navigation Tree contains a root region that cannot be deleted or renamed. Under the root region, you create regions, sub-regions, and network groups for viewing network elements.

• On the CMS Region tab, view a topology of the selected region. Other options include viewing region, network group, network, and node details within the region, as well as organizing network elements on a map using GoogleMaps.

• At a network view level: Options include viewing network and node details within the network group, organizing network elements on a map using GoogleMaps, and creating customized topology links between network elements to view in the Topology Work Area.

Network view

View network element configuration settings down to the port or path level in the Work Area.

Network filtering options

With the Navigation Tree and the Selection Filter, you can narrow the list of network elements that display in the Work Area:

• Use the Navigation Tree: View for a selected level on the Navigation Tree down to the node, shelf, card, and port levels.

• Use the Selection Filter: At the bottom of the Navigation Tree pane, use the Selection Filter to display elements in the Work Area using an available filter. For example, display network elements relating to a facility type or interface group.

Security view

At the CMS level, the Work Area provides access to CMS user security and system defaults.

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CMS user interface modifications and preferences

These features allow the user to customize table layouts and set basic user parameters that are persisted by a user login.

To modify table layouts for any table in the CMS desktop, hide and order table columns to display the desired data in the order preferred by the user. This enables the user to focus on data of interest for the specific function being performed.

To define user preferences for the following CMS aspects, access the dialog box under the CMS File menu:

Alarms – sets the rate at which CMS desktop is updated to the network

Colors – sets dialog colors

Dialogs – sets default behavior for progress dialog completion

Logs – enables CMS Desktop logging

Ping Settings – defines keep alive for firewall between client and server

Services – defines default for showing/hiding services

Tabs – enables tabs to scroll rather than stack

Tables – enables/disables column auto sizing

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Online Help You can access the contents of the Calix Management System (CMS) Guide online in HTML format from either CMS Desktop or CMS Web. The online help contains a search function for locating information quickly. Accessing online help requires no permissions other than a CMS user account.

To access online help from CMS Desktop

On the Help menu, click Online Help.

The HTML version of the documentation opens in a browser window.

To access online help from CMS Web

1. Open CMS Web (on page 38).

2. On the upper right corner of the screen, click Online Help.

The HTML version of the documentation opens in a browser window.

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CMS User Roles While CMS user functions vary from one organization to another, CMS involves several roles in your organization. Early in the planning and setup process, you should identify the roles listed below.

• UNIX system administrator: Creates a CMS system administrator user in Solaris or Linux and (optionally) creates and maintains RADIUS user accounts and LDAP directories. The UNIX system administrator must be the root user. CMS creates a UNIX user called cmsuser during installation. Some tasks require logging in as this user.

• CMS system administrator: Installs CMS server software, sets up user accounts, configures system settings, customizes the Navigation Tree, and sets up network connections. A CMS system administrator can also set up and generate CMS Web reports.

• CMS client users: Installs CMS Desktop, monitors network activity, and performs required network configuration changes. Depending on the privileges of the CMS user group, CMS client users may also generate CMS Web reports.

• Oracle database administrator: Configures and maintains the Oracle database (where applicable).

CMS users and user privileges can be added or modified at any time by the CMS system administrator. However, identifying the personnel responsible for working in CMS and which network services each needs to access helps you get started smoothly. For information about the options available for setting up user privileges within CMS, its regions, and C7 networks, see CMS User Privileges (on page 60).

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Quick Reference—System Configuration Tasks The tasks in the following table are typically performed by the CMS administrator. The tasks need not be completed in the order presented.

Description Details Reference

Enable RADIUS authentication.

Complete this configuration step if you use a RADIUS server.

Enabling RADIUS Authentication (on page 54)

Create CMS user groups and user accounts.

Review the options for topological and functional user access and determine how to implement the CMS administrative and functional tasks within your company.

CMS User Privileges (on page 60) Creating CMS Users and User Groups (on page 73)

Create regions, network groups, and Calix network elements.

Create and group your network elements in CMS Desktop by add them to the Navigation Tree. Each network and node managed from CMS must be functioning, with equipment and transport provisioned.

Managing Regions, Networks, Nodes, and Devices (on page 86)

Review and customize, if needed, the default scheduled tasks, or create new scheduled tasks. Note: During an upgrade, system scheduled tasks are not exported with the CMS database. You must manually re-input any customizations.

Review the PM data downloads required for each of the business reports. Weekly system scheduled tasks for inventory snapshots are automatically created for C7 shelves and E-Series nodes. A daily scheduled task for CMS database backups is also created. Check for and remove any duplicate download tasks.

Viewing Scheduled Tasks (on page 325) Scheduling a PM Download (on page 290) Scheduling a CMS Database Backup (on page 332) Scheduling Calix Network Element Backups (on page 336) Scheduling an Inventory Snapshot (on page 345) Optimizing Scheduled Tasks (on page 328)

Review and modify, if needed, CMS system and administrative settings based on your company requirements.

Customize CMS security and archive settings.

Customizing the Default CMS Security and Archive Settings (on page 235)

Modify the default synchronization options.

Modifying the Default Synchronization Options (on page 370)

Review the available system configuration settings.

CMS System Configuration Settings (on page 385)

Create and synchronize global profiles and subscriber templates.

Manage global profiles and templates for Calix network elements. Manage subscriber activation templates for C7 networks, E3/E5-100 nodes, and AE ONTs.

Calix C7 Provisioning Guide Managing Calix 700 Active Ethernet ONTs from CMS Managing Calix E3/E5-100 Service Units from CMS E5-400, E3-48C, E5-48/E5-48C,, E5-30x/E5-520, and E7 User Guides

(Optional) Create cron jobs. Use cron jobs with UNIX scripts to download PM data or manage C7 backup files. If you have configured a secondary (backup) CMS server, use a cron job to import all CMS objects except scheduled tasks. For details, see the CMS Installation and Upgrade Guide–Solaris.

See these topics in the CMS Installation and Upgrade Guide: Performing a Daily PM Download with a Script Managing C7 Backup Files

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Description Details Reference

For Xangati customers, configure the CMS Postgres database.

Refer to CMS Quick Tip 09-001 for instructions, as well as recommendations for scheduling CMS inventory snapshots.

Log in at www.calix.com and click the Documentation Library link. Under Service Management, click Bulletins.

Test and verify. Check network and node connectivity.

Verify any optional settings you have made.

Verify that PM data can be retrieved and cron jobs (if used) are running.

Troubleshooting a C7 Network Connection (on page 190) Troubleshooting an E3/E5-100 Connection (on page 222) Troubleshooting an E Series System Connection (on page 129) Troubleshooting F5 and FD Database Synchronization

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Quick Reference—Using and Maintaining CMS Use the following checklists to be sure you make the most of the powerful features of CMS:

Recommended daily or as needed tasks

Recommended weekly tasks

Recommended monthly tasks

Recommended daily or as needed tasks

Description Details Reference

Monitor and troubleshoot alarms and network connectivity.

Based on company requirements, you can: Query historical alarms and

events. Modify alarm attributes. Acknowledge alarms. Set up alarm e-mail notification. Set up SNMP subscribers. Set up TL1 real-time alarms.

Fault Management (on page 237) Modifying Alarm Severity and Descriptions (on page 246) Acknowledging Standing Alarms in CMS (on page 243) Alarm E-Mail Notification (on page 266) Northbound SNMP for Alarms (on page 273) Using the CMS TL1 Interface (on page 205)

Troubleshoot CMS-specific alarms (for example, CMS Disk Full) and service-specific alarms (for example, loss of signal or missing equipment).

Troubleshooting CMS Alarms (on page 374) For service-specific alarms, see the Calix documentation, accessible online at the Calix Resource Center.

Monitor network and node connectivity: Verify that network elements are

connected and synchronized. Verify that nodes use the auto-

connect parameter, where required.

Verify that alarm timestamps reflect the correct time zone.

Troubleshooting a C7 Network Connection (on page 190) Troubleshooting an E3/E5-100 Connection (on page 222) Troubleshooting an E-Series System Connection (on page 129) Viewing or Managing Network Parameters (on page 188) Synchronizing Network Alarms and Time (on page 369)

Run custom reports (frequency determined by company requirements).

Use the Search, Inventory, and PM Report features.

Searches and Inventory Reports (on page 92) Performance Monitoring (on page 277)

Run business reports. Business Reports (on page 303)

Perform queries of the C7 Change Log, CMS Update Log, Security Log, and Fault Logs.

Querying Administrative Logs (on page 362)

Update the security or network settings.

For example, add users and add C7 networks.

Managing CMS Users (on page 77) Managing Regions and Networks (on page 86)

Create a scheduled task to perform E-Series software and AE ONT firmware upgrades.

Periodically, Calix provides firmware upgrades for E-Series platforms and Calix AE ONTs. For C7 network upgrades, refer to the Calix Upgrade Program (CUP) Application Guide.

Scheduling an E3/E5-100 Upgrade (on page 226) Scheduling E7/E3-48C Software Upgrades (on page 137) ONT Firmware Upgrades (on page 164)

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Description Details Reference

Monitor CMS server, UNIX or Linux server, and client PC or workstation performance. Important: Check the CMS release notes or call the Calix Technical Assistance Center (TAC) to verify that an operating system update is compatible with the CMS version that you are running.

Check CMS server processes. Check UNIX or Linux CPU

utilization and server disk space. Check performance of CMS client

PCs or workstations. Perform required database

maintenance and conversions. Update or patch the operating

system.

CMS Server Processes (on page 379) Postgres Database Maintenance (on page 356) Note: Refer to the CMS Installation and Upgrade Guide for information on updating the etc/hosts file following an operating system upgrade.

Recommended weekly tasks

Description Details Reference

Save the latest CMS database export file and system data backups.

Move backup files to a storage disk. System Data Backup Best Practices (on page 329)

Confirm scheduled tasks are successful and updated.

Check C7, E5-400, E3-38 and E7 PM download tasks, CMS database backups, inventory snapshots, and Calix device database backups.

Viewing Scheduled Tasks (on page 325)

Monitor vital statistics on the host and CMS servers.

Check UNIX or Linux CPU utilization and check sever disk space.

Run custom reports (frequency determined by company requirements).

Use the Search, Inventory, and PM Report features.

Searches and Inventory Reports (on page 92) C7 Performance Monitoring (on page 277)

Run business reports. Business Reports (on page 303)

Perform queries of the C7 Change Log, CMS Update Log, Security Log, and Fault Logs.

Querying Administrative Logs (on page 362)

Recommended monthly tasks

Description Details Reference

Check the Calix Customer Resource Center.

Review the current CMS service bulletins and quick tips.

Log into My Calix (www.calix.com/my-calix (https://www.calix.com/my-calix)) and browse the My Calix Documentation Library.

Maintain the server file system.

Clean up the C7 backup folder. Back up the server file system. Verify adequate disk space is

allocated for database growth.

Run custom reports (frequency determined by company requirements).

Use the Search, Inventory, and PM Report features.

Searches and Inventory Reports (on page 92) C7 Performance Monitoring (on page 277)

Run business reports. Business Reports (on page 303)

Perform queries of the C7 Change Log, CMS Update Log, Security Log, and Fault Logs.

Querying Administrative Logs (on page 362)

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Chapter 2

CMS Client Applications

This section discusses CMS Desktop and CMS Web client applications.

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Opening CMS Web Use CMS Web to:

• Verify that the CMS server is running

• Generate Performance Monitoring (PM) reports

• Generate inventory reports

• Generate business reports

• Redefine the severity and descriptions of alarms

• Perform historical log queries

• Export and import CMS objects

• Access Calix documentation

Information required for logging in to CMS Web

To log in to CMS Web, have the following information on hand:

• Your CMS user name and password, provided by your CMS system administrator.

Note: The initial default user name is rootgod and the initial default password is root.

• The IP address or DNS name of your server, provided by your CMS or UNIX system administrator.

• The port number on the CMS server provided by your UNIX system administrator (typically 8196).

Forgotten or expired password You can reset a forgotten password if a valid e-mail address has been saved with the CMS

user account and the e-mail server has been configured. See Viewing and Configuring the E-Mail Server (on page 266). After clicking the Forgot Your Password? hyperlink above the Log In button and providing a valid user name and associated e-mail address, a new password is sent via e-mail.

Note: If you forget the CMS administration user password and a valid e-mail is not associated with that account, contact Calix TAC for assistance to regain administrative access to CMS.

You can reset an expired user account password when you log in to CMS Web. After clicking the Reset Password? hyperlink above the Log In button and providing the old user name and password, as well as a new password, you can then log in to CMS Desktop or CMS Web using the new password.

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To open CMS Web

1. In your Web browser, open a window and navigate to

http://[server_ID]:8080

where [server_ID] is the IP address or DNS name of your CMS server.

2. On the CMS Log In page, do the following:

a. In the User Name, type your CMS user name.

b. In the Password box, type your CMS password.

c. In the Port Number box, type the port number you use to log in to CMS. (The default port number is 8196.)

d. Click Log In.

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Verifying the CMS Server is Operating: CMS Web Using CMS Web, you can verify that the CMS server is up, and you can view server information such as CMS version, database type and version, and access ports.

To verify that the CMS server is operating

1. Open CMS Web (on page 38). If the CMS Home page opens, the CMS server is operating.

2. The CMS Home window displays the following server information:

CMS Build version

CMS Desktop (EWI) access port number

TL1 access port number

HTTP access port number

HTTPS access port number

Database type and version

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Installing CMS Desktop You must install CMS Desktop on your Windows PC, MacOS, Sun workstation, on Linux PC for complete access to CMS. You can download the CMS Desktop client installer in one of two ways:

Log into My Calix (www.calix.com/my-calix (https://www.calix.com/my-calix)) and browse the My Calix Software Center.

After installing CMS server software, log into CMS Web and use the directions below.

Tip: Once installed, CMS Desktop automatically updates to the current software version as the CMS server. If you plan to access more than one version of CMS from the same PC or workstation, specify a distinct installation folder name when you install CMS Desktop.

To install CMS Desktop from CMS Web

1. Open CMS Web (on page 38).

2. In the Links list on the left side of the CMS Home page, click CMS GUI Installer. The CMS GUI Installer window opens.

If a security warning dialog box opens, click Yes to grant system access to the Java applet.

3. Under Recommended Installation for Your Platform, click Download Installer (for Windows, Sun Solaris, or Linux). A File Download dialog box opens.

4. Click Save, navigate to a location on your local drive, and download the install file. Alternatively, you can click Run to run the installer file without downloading it.

5. Run the installer file:

a. On your Windows PC, run: install.exe

b. On your Linux PC or Sun workstation, run: install.bin

6. Follow the on screen instructions in the installation wizard.

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Required GTK Solaris Libraries—Solaris GTK 1.2 is required, which is not part of the default Solaris 10 CD installation. Ask your system administrator to download these three lib packages from sunfreeware.com:

• gcmn-1.0-pkg.zip

• glib-1.2.10-pkg.zip

• gtk-1.2.10-pkg.zip

After unzipping each of the packages, the files can be installed as follows:

1. Log in to the Solaris client machine as a user with root permission.

2. Install gcmn 1.0 using the command, pkgadd -d SFWgcmn.

3. Install glib 1.2.10 using the command, pkgadd -d SFWglib.

4. Install gtk 1.2.10 using the command, pkgadd -d SFWgtk.

5. Add /opt/sfw/lib to the LD_LIBRARY_PATH environmental variable: LD_LIBRARY_PATH=/opt/sfw/lib:$LD_LIBRARY_PATH;export LD_LIBRARY_PATH

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Upgrading CMS Desktop on a Client Machine After a CMS server software upgrade, you are prompted to upgrade CMS Desktop when you next open a client session.

Note: To upgrade the CMS GUI application, you may need to run the CMS GUI with the administrator privilege.

To upgrade CMS Desktop to a more recent version

1. Launch CMS Desktop and log on to a server that has a more recent version of CMS.

2. When prompted to upgrade the CMS client, click Yes. The client upgrades and re-launches.

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Starting CMS Desktop Once the CMS server software and CMS Desktop have been installed and you have verified that the CMS server is operating, as the system administrator, start CMS from a PC or workstation. You can then create CMS users, regions, networks, and review or change the system defaults.

Security recommendations for CMS system administration

After logging in to CMS for the first time, Calix strongly recommends that you do the following:

• Change the password of the rootgod user (Step 3 in the following procedure).

• Create another user under the Administrators user group for the purpose of managing CMS system security. (For instructions, see the topic, "Creating a CMS User (on page 75)," in the Calix Management System (CMS) Guide.

Information you need to open CMS Desktop

To log in to CMS Desktop, you need the following:

• CMS user name and password, provided by your CMS system administrator.

Note: The initial default user name is rootgod and the initial default password is root.

• The IP address or DNS name of your server, provided by your CMS or UNIX system administrator.

• The port number on the CMS server (typically 8196), provided by your UNIX system administrator.

• If you are remotely accessing a network protected by a firewall, you may need to connect via a Virtual Private Network (VPN) in order to access the host server. Contact your IT or CMS system administrator for your company requirements.

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To start CMS Desktop

1. From the Windows Start menu, click Programs > Calix > Start CMS.

2. At the Login screen, do the following:

a. In the User box, type the user name.

b. In the Password box, type the password.

c. In the Server box, type the IP address or DNS name of your CMS server, followed by the port number (by default, 8196). Use the format [server_ID]:[port number], where [server_ID] is the IP address or DNS name of your CMS server.

d. (Optional) Select the Secure check box for a secure (SSH) connection to the CMS server.

e. Click OK.

If the CMS Desktop version is different than the version on the CMS server, a popup message prompts you to synchronize to the software version on the CMS server. To do so, click Yes, and then log in again to open CMS Desktop.

In CMS Desktop, your user ID displays at the bottom of the screen on the left side of the status bar.

3. After logging in to CMS for the first time, Calix strongly recommends that you change your password, as follows:

a. On the Navigation Tree, click CMS.

b. In the Work Area, click Security > Users.

c. Expand the security domain and Administrators user group, and then click the rootgod user account.

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d. Click Action > Change Password. The Change User Password dialog box opens.

e. In the Old Password box, type root.

f. In the New Password and Retype New Password boxes, type the new password.

Note: User account passwords are case-sensitive. The required password length and minimum number of numeric and special characters are determined by the CMS security settings (on page 83) set by your CMS system administrator. Special characters are as follows: @.#$%{}!_?-

g. Click OK.

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Changing the Host Server Time Modifying the host server time (for example, to change time zones) does not automatically update the time displayed in the CMS Desktop status bar.

To avoid a discrepancy between the time displayed in CMS Desktop and the host server time:

• After a simple date and time change on the host server, close and restart any active CMS Desktop sessions.

• After a time zone change on the host server, your CMS administrator must close and restart the CMS server software on the server used to host CMS. Then close and restart any active CMS Desktop sessions.

• The next time you open CMS Desktop, the host server time displays in the status bar.

Note: A change in date and time (particularly, moving the date and time backwards) can potentially restart CMS scheduled tasks that have already completed or are in progress. Before making a date and time change on the host server, check the start times and statuses of your scheduled tasks to understand any potential impact (on the Navigation Tree in CMS Desktop, click CMS, and in the Work Area, click System > Scheduled Tasks).

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Chapter 3

Security Management

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Communications Security Overview CMS supports secure and non-secure northbound (Calix network element to CMS server) and southbound (CMS server to Calix network element) communication. The CMS user provisions the northbound security mode. CMS detects the security setting of any southbound Calix node, and connects to it accordingly. For more information, see Connection Security Modes (on page 58).

C7 networks have optional Secure Shell (SSH) security.

The northbound and southbound interfaces may or may not run in the same mode. For example, the CMS southbound interface could run on an unprotected LAN while the northbound interfaces run on a protected LAN. In this mode, the northbound interfaces could communicate with the protected LAN to OSSs that do not support secure interfaces, while the southbound interfaces can talk securely over an unprotected LAN.

By default, SSH communication is always available from the CMS client to the CMS server, regardless of security mode of the server. However, when you enable the secure mode, CMS disables and drops all insecure (non-SSH) interface connections.

The SSH transport for CMS client communication is mostly transparent for CMS users. CMS Desktop embeds the SSH connection libraries; therefore, it requires no additional client software to run the application in secure mode. CMS TL1 users must use an SSH client instead of a Telnet application.

CMS offers the following features for secure communications:

Single login restriction: CMS enforces a single login restriction option for user groups that restricts a user to one session at a time.

RADIUS for CMS user management.

Southbound SSH security for iMS and TL1 connections to C7 networks.

Northbound security to higher level OSSs:

An SSH interface for TL1

SSH for the interface between CMS Desktop and the CMS server

HTTPS for CMS Web and login authentication

Scope and Limitations The security functionality discussed in this section includes only the end-to-end secure access with the CMS server to and from CMS clients and network elements. It does not include securing the CMS client workstation or CMS server host machine.

The CMS server host is a standard Solaris or Linux workstation with network connectivity, and therefore is accessible to any remote client running UNIX services on that host machine. The UNIX system administrator has these responsibilities:

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• Install and maintain the latest operating system patches.

• Disable unnecessary TCP ports, network services, or daemons to prevent DOS attacks and remote exploits on the CMS server host machine.

Regardless of the secure infrastructure and best-practices, new vulnerabilities and loopholes are discovered on a continuing basis in all protocols and implementations. CMS uses the OpenSSH implementation of the SSH protocol suite. The OpenSSH group actively monitors security vulnerabilities and releases patches for the OpenSSH implementation. CMS adopts the latest security releases from OpenSSH.

C7 Security Visual Indicators The lower right corner of CMS Desktop and CMS Web interfaces displays a graphical icon as a visual indicator of the current security mode for connections to C7 networks. The secure

mode displays a closed lock , the insecure mode displays an open lock .

The CMS server always adopts the security mode of the Calix node it connects with. Therefore the icon can change when switching between different C7 networks.

Default CMS Server Ports For a list of default incoming and outgoing CMS server interface ports, see the Calix Management System (CMS) Installation and Upgrade Guide.

SSH Performance Note The Secure SHell (SSH) protocol uses more resources than regular socket connections. Performance can potentially slow when a large number of SSH connections must be sustained from a single host.

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RADIUS This section shows you how to configure a Remote Authentication Dial-Up Service (RADIUS) server for user login authentication of administrative access via a centralized user database.

Remote Authentication Dial-Up Service (RADIUS) is a connectionless client/server authentication, authorization, and configuration system that provides secure access to CMS.

Note the following:

• Global RADIUS settings in CMS apply to CMS client users.

• C7, E3/E5-100, E5-400, and E7 units support an independent RADIUS feature to authenticate users remotely. RADIUS provisioning can be accessed through the node menus in CMS or by logging in locally to the platform. For instructions on how to configure and enable RADIUS authentication, refer to the specific Calix platform documentation.

• B6 nodes do not support RADIUS authentication.

An external RADIUS server can optionally replace the local authentication service provided by CMS. Industry standard RADIUS authentication can be implemented to consolidate user databases for login authentication. A RADIUS server supports a Lightweight Directory Access Protocol (LDAP) directory for persistence.

The remote access server (the client) passes user information to the RADIUS servers, and then acts upon the response. RADIUS servers receive user connection requests, authenticate the user, and then return all configuration information necessary for the client to deliver service to the user. All communications between the client and server are encrypted using a shared secret known to both the client and server, but not transmitted with the login.

Note: For additional security, CMS masks the shared secret. The shared secret cannot be retrieved, even by the administrator.

You can configure a primary and secondary external radius server for redundancy. The RADIUS administrator enters users into the RADIUS server database outside of CMS applications and assigns them to existing CMS user groups. After a successful login, users are granted their appropriate CMS access permissions by the RADIUS server.

Note: When RADIUS is enabled, but no RADIUS server is available, CMS reverts to local authentication until one or more RADIUS servers become available.

User access levels

CMS user accounts that are set up on RADIUS servers must specify the Calix-CMS-User-Group attribute for the user to successfully log in. The Calix-CMS-User-Group attribute for each user must match an existing CMS user group.

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The following examples show three user access levels:

john Cleartext-Password := "john123" Calix-CMS-User-Group = "Administrators"

mary Cleartext-Password := "mary123" Calix-CMS-User-Group = "FaultOnly"

paul Cleartext-Password := "paul123" Calix-CMS-User-Group = "ReadOnly"

RADIUS Server Parameters for CMS Use the following parameters to configure the external RADIUS server for CMS:

Parameter Description Valid Options

IP Interface Address 1

The IP address of the primary RADIUS server. IPv4 format, Class A, B, or C Default: 0.0.0.0

IP Port 1 The port used for sending UDP packets to the primary RADIUS server.

Default: 1812

IP Interface Address 2

The IP address of the secondary RADIUS server. IPv4 format, Class A, B, or C Default: 0.0.0.0

IP Port 2 The port used for sending UDP packets to the secondary RADIUS server.

Default: 1812

Timeout Number of seconds to wait for a response from the RADIUS server before retransmitting or aborting.

Integer from 3 to 30 Default: 8

Retries The number of times the client tries to access the primary RADIUS server before it resubmits the request to the secondary RADIUS server or aborts.

Integer from 1 to 5 Default: 3

Secret The "shared secret" for CMS, the C7, and the RADIUS server.

From 1 to 16 ASCII characters. This string must match the string configured in the RADIUS server.

Configuring the External RADIUS Server Parameters for C7 Before enabling RADIUS authentication for CMS, you must configure the IP address of the CMS server and the RADIUS shared secret on the external RADIUS server, and then configure the RADIUS server parameters on the CMS server. Configuring external RADIUS server parameters requires Full CMS Security privileges.

To configure an external RADIUS server parameters for CMS

1. On the Navigation Tree, click CMS.

2. In the Work Area, click Security > RADIUS.

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3. Enter the IP address and IP port number for the primary RADIUS server.

4. (Optional) Enter the IP address and IP port number for the secondary RADIUS server.

5. Type the timeout value, retries value, and shared secret.

Note: To mask the shared secret, an asterisk (*) displays in the text box for each character typed.

6. Click Apply.

Enabling RADIUS Authentication for CMS After configuring the external RADIUS server, enable RADIUS as the security default authentication mode for CMS.

To enable RADIUS authentication for CMS

1. On the Navigation Tree, click CMS.

2. In the Work Area, click Security > Global.

3. In the User Authentication Mode box, select Radius from the drop-down list.

4. Click Apply, and then click OK to save the new settings.

Sample RADIUS CMS Vendor Specific Attribute Dictionary The following is a sample Vendor Specific Attribute (VSA) dictionary used when configuring the CMS RADIUS server. Note that:

Calix has a unique vendor ID of 6321.

The Calix-CMS-User-Group attribute is mandatory. Other attributes are optional and revert to the defaults if not defined. The defaults are:

Alarms=on

Events=off

Threshold events=events off

The string specified in the Calix-CMS-User-Group attribute must be a case-sensitive match to an existing CMS user group.

#

#VENDOR vendor_name vendor_id

#

#ATTRIBUTE attrib_name attrib_id syntax_type vendor_name

#VALUE attrib_name value_name int_value

#

VENDOR Calix 6321

#

# calix dictionary

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#

# Attribute for user group name – required, user group name must exist in CMS

ATTRIBUTE Calix-CMS-User-Group 220 string Calix

# Attribute for alarm filter – optional, default 1 (alarm enabled)

ATTRIBUTE Calix-CMS-Alarm-Filter 221 integer Calix

VALUE Calix-CMS-Alarm-Filter AlarmDisabled 0

VALUE Calix-CMS-Alarm-Filter AlarmEnabled 1

# Attribute for event filter – optional, default 0 (event disabled)

ATTRIBUTE Calix-CMS-Event-Filter 222 integer Calix

VALUE Calix-CMS-Event-Filter EventDisabled 0

VALUE Calix-CMS-Event-Filter EventEnabled 1

# Attribute for threshold event filter – optional, default 0 (disabled)

ATTRIBUTE Calix-CMS-Threshold-Event-Filter 223 integer Calix

VALUE Calix-CMS-Threshold-Event-Filter ThresholdEventDisabled 0

VALUE Calix-CMS-Threshold-Event-Filter ThresholdEventEnabled 1

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Configuring SSH Security CMS provides the option of strong encryption for TCP-based northbound interfaces. You can select one or more of the following SSH hash options:

Sha1-96

Sha1

Md5-96

Md5

Additionally, you can select one or more of the following SSH cipher options:

Aes

3Des

CAST

Blowfish

Configuring SSH security requires Full CMS Security privileges.

To configure SSH security

1. On the Navigation Tree, click CMS.

2. In the Work Area, click Security > SSH.

3. In the CMS SSHINFO table, select the SSH hash and SSH cipher attribute check boxes.

4. Click Apply, and then click OK to save the new settings.

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Access Control Lists CMS uses Access Control Lists (ACLs) to control and filter communications traffic between the CMS server and external interfaces. You can configure up to ten IP addresses or subnets from which the CMS server accepts connections. When you define entries into the ACL, all other new communications are ignored by the CMS server. Existing connections to the CMS server persist.

ALERT! This procedure affects user access to CMS. When creating access control lists, you must include the IP addresses and subnets of all CMS users authorized to access the system.

Note: The ACL does not limit access from the local host. You can always access services directly by launching CMS Desktop, Web, or TL1 interfaces directly from the CMS server machine. If needed, install CMS Desktop on the CMS server for direct access.

Configuring the CMS access control list requires Full CMS Security privileges.

To configure the CMS access control list

1. On the Navigation Tree, click CMS.

2. In the Work Area, click ACL.

3. Enter the IP address and IP mask of the device to allow access.

4. Click OK.

You cannot modify entries in the ACL. You must delete existing entries and configure new ones. Deleting entries in the CMS access control list requires Full CMS Security privileges.

To delete entries in the CMS access control list

1. On the Navigation Tree, click CMS.

2. In the Work Area, click ACL.

3. Select one or more ACL entries to delete.

4. Click Delete. A confirmation screen opens.

5. Click OK.

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Connection Security Modes The following table presents information about the security mode used for CMS connections for each Calix platform.

Calix Platform

Security Mode

B6 Cards B6 cards use secure mode (HTTPS) by default for CMS Desktop connections. In the B6 network management interface you can enable unsecure (HTTP) mode for Web sessions.

For CLI sessions, B6 cards use Telnet and SSH. On the B6 management interface you can enable or disable Telnet access.

C7 Networks The downstream CMS Desktop, Web, and TL1 connections to the C7 can be either secure or unsecure, based on the C7 network security mode setting. All connections between CMS and an individual C7 network use the same security mode.

For each connected network, a lock icon indicates the current security mode:

A closed lock displays for secured mode.

An open lock displays for non-secure mode.

You can change the C7 connection security mode for one or more networks using a global network setting. To edit the default C7 security mode, use one of the procedures below.

E-Series Devices

E3-12C and E5-100 service units do not have a secure mode.

For E3-48 service units, secure mode (HTTPS and SSH) is not supported by CMS.

E5-400 and E7 nodes are set to enable secure mode (HTTPS and SSH) by default.

Modifying the C7 network security mode

Changing the C7 security mode from CMS requires Full CMS Security privileges.

To view and edit the C7 security mode for a single network

Note: Switching security modes causes a momentary loss of connectivity to CMS Desktop and Web users that may or may not be noticeable to the user.

1. On the Navigation Tree, click the Network.

2. In the Work Area, click Security > Global to view the C7 global security settings.

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3. In the Only Connect via Secure Shell (SSH) list select Y for a secure connection or N for an unsecure connection.

4. Click Apply, and then click OK to save the new settings.

To view and edit the C7 security mode for multiple networks

1. On the Navigation Tree, click the Region.

2. In the Work Area, click Network Details > C7 Networks.

3. In the network list, use Ctrl+click each network to select the networks you are modifying one at a time, or select a network and then use Shift+click to select a range of networks.

4. Click Action > SSH Mode > Enable or Disable.

5. Click Apply to change the security mode.

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CMS User Privileges Access privileges determine which areas of CMS Desktop, and which CMS regions, networks, and network elements users can view, monitor, and provision. Privilege settings are defined for user groups, and apply to all users in that group. CMS has default user groups that can be modified to suit your specific needs. You can also create custom user groups for increased configuration flexibility.

Default CMS User Groups CMS includes six default user groups that conform to the standard Fault, Configuration, Accounting, Performance, and Security (FCAPS) network management framework. Default user groups with predefined functional access privileges simplify group administration and user management and cover the tasks to configure, monitor, test, and maintain CMS network elements. You can modify the default groups as needed.

For example: one user group focuses on provisioning services, another on monitoring the health and stability of the network, while another focuses on collecting and analyzing performance data.

CMS contains the following default user groups:

• Administrators: CMS system administration for users with Full permissions in all categories. Privileges for this user group cannot be edited.

• Fault Only: For management of all alarm, event, and threshold events. Used for troubleshooting and root-cause analysis. Users have Full permissions for fault management, Minimum (Min.) permissions for CMS administration and configuration management, and None for other categories.

• Configuration Only: For high-level access control to network elements. Combined with the topological and functional permissions (see below), you have full flexibility to partition network elements as required by company work flow. Users have Full permissions for configuration management, Minimum (Min.) permissions for CMS administration, and None permissions for other categories.

• Performance Only: For real-time or historical performance data monitoring. Users have Full permissions for performance monitoring, Minimum (Min.) permissions for CMS administration and configuration management, and None permissions for all other categories.

• Security Only: For all user group and user management. Users have Full permissions to manage CMS users, Minimum (Min.) permissions for CMS administration and configuration management, and None permissions in other categories.

• Read Only: For monitoring networks. Users have Minimum (Min.) permissions to monitor all categories.

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The CMS system administrator can set two types of access privileges:

• Topological: Includes access to the regions, networks, and network elements visible on the Navigation Tree in CMS.

• Functional: Includes access to the functions of CMS and the C7 networks that are connected to CMS.

Topological and functional privileges work together. For example, you might have a group responsible for user permissions (security) in Ohio. Or you could set up a user group to access only subscriber (ADSL) services in New Jersey, thereby preventing users in the group from accessing other services and networks.

Sample Views The following screenshots demonstrate how different access privileges determine which functional areas of CMS a user can view. All screens show the same network.

Administrator view

The Administrators view shows all functional areas of CMS.

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Note: For users to view the Navigation Tree and Alarm Table in CMS Desktop, the CMS Administration privilege must be set to Min or Full.

Fault only view

The Fault Only view shows all alarm, event, threshold events, and configuration information.

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Configuration only view

The Configuration Only view shows configuration information. Note that the alarm table and status monitor are not visible.

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Performance only view

The Performance Only view shows performance and configuration information. Note that the alarm table and status monitor are not visible.

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Security only view

The Security Only view shows user and user group information. Note that the alarm table and status monitor are not visible.

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Read only view

The Read Only view shows all functional areas of CMS.

Functional Privileges Assign one of three access levels for each user group to each of four functional categories. CMS access levels are:

• Full (read/write)

• Minimum (read only)

• None

The following table shows CMS and Calix-network element functional categories. For C7 categories, the column on the right shows the equivalent C7 iMS security categories.

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Functional Category

Functional privileges (C7 Network)

Equivalent

CMS Security Management—access to users and user groups CMS Administration—access the System area in CMS

Desktop. Fault Management—access alarms, events, and threshold

events Configuration Management—access network provisioning and

service activation Performance Management—access real-time and historical

PM data Node Creation Management—access to node-discovery

(node/network addition) Note: To view the Navigation Tree and Alarm Table in CMS Desktop, the CMS Administration privilege must be set to Min or Full.

N/A

C7 Security C7 User—access to Security area at the network level Security (UapSe)

C7 Testing—access to loop testing functionality at the network level

Test (UapTs)

C7 System—access to C7 system, network, node, and shelf parameters

System Administration (UapSy)

C7 Provisioning

Access to provision these services: DS0, Subscriber, DS1, STS1/DS3, STS3/OC3, STS12/OC12, STS48/OC48, and IP/Ethernet. Note the following: Important: To enable deletion, editing, and creating of C7

network elements such as equipment, services, grades of service, and interface groups, you must set all C7 Provisioning sub-categories to Full. To only enable viewing of these elements, set all sub-categories to Min.

ADSL and ONT port services are included in the SUBSCRIBER sub-category.

HDSL service is included in the DS1 sub-category. IP/Ethernet includes Ethernet-over-SONET (GE-4s and FE-12s

cards) and Ethernet Services (GE-2p, GE-2p/FE-4p, and EGW cards) features.

Virtual Transport Interfaces (VTIs) are included in the STS48 service sub-category.

Memory Administration (UapMa)

C7 Maintenance

Access to remove and restore ports to service, operate loopback testing, and perform protection switching for each of the service rates listed under C7 Provisioning.

Maintenance (UapMt)

E7/E5-400 Security

Read-Only—access to view provisioning and administrative settings. No tasks can be performed.

Provisioning—access to port and transport setup operations. E7 users can also perform database backups.

Admin—access to perform backups, switch databases, upgrade, reset commit and revert system software, clear logs, shut down CLI sessions, and reset database. E7 users can also manage user accounts, set system time, switch controllers, and reset a card.

N/A

AE Security Read Only—access to view Calix Active Ethernet (AE) ONTs Provisioning—access to view and make provisioning changes

to Calix AE ONTs

N/A

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Functional Category

Functional privileges (C7 Network)

Equivalent

E3/E5-100 Security

Read Only—access to view Calix E3/E5-100 service units Provisioning—access to view and make provisioning changes

to Calix E3/E5-100 service units.

N/A

B6 Web Security

B6 Guest: Capable of viewing all information with the exception of invasive tests, such as MLT or DSL testing.

B6 Privileged: Capable of viewing all information, including invasive tests such as MLT or DSL testing.

B6 Administrator: Capable of viewing and configuration all information.

N/A

Examples of C7 functional user group privileges

The following examples illustrate how user group functional privileges work:

Example Explanation

Example 1: CMS sub-categories for default Fault Only user group: Fault Management set to Full CMS Administration and Configuration Management set to Min Others set to None The users in this group have full privileges to manage all alarms and events, and privileges to view, but not edit, the System area in CMS and network provisioning and service activation. They do not have access to PM data, or permission to view CMS user accounts.

Example 2: C7 Security sub-categories: C7 User set to Min C7 Testing and C7 System set to Full The users in this group can view, but not edit, user accounts on C7 networks. They can both view and perform C7 network testing commands and make updates to C7 system, network, node, and shelf settings.

Example 3: C7 Maintenance sub-categories: STS3/OC3, STS12/OC12, and STS48/OC48 set to Full SUBSCRIBER, STS1/DS3, and IP/ETHERNET set to Min DS0 and DS1 set to None Users in this group can view and perform the maintenance settings and commands for STS3, STS12, and STS48 facilities. They can view, but not perform, maintenance settings and commands for Subscriber, STS1, and Ethernet and IP facilities. They do not have access to maintenance settings for DS0 and DS1 facilities.

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Example Explanation

Example 4: C7 Provisioning sub-categories: SUBSCRIBER set to Full All others set to None Users in this group can view and provision subscriber ports (including Video). They cannot view or provision any other services.

Example 5: C7 Provisioning sub-categories: All set to Min The users in this group can view, but not provision, all services.

Matching a C7 user security template

The following example illustrates how to create a CMS user group to match a C7 network user security template.

A C7 user, COTech, has the following network security attributes:

To match the security privileges shown above, in the Work Area in CMS, use the following settings:

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Under Users > Functional > C7 Security:

Set C7 User to MIN.

Set C7 Testing to FULL.

Set C7 System to MIN.

Under Users > Functional > C7 Maintenance, set all services to FULL.

Under Users > Functional > C7 Provisioning, set all services to FULL.

FCAPS Access Permissions The following table shows Fault, Configuration, Accounting, Performance, and Security (FCAPS) access permission levels for CMS objects and Calix network element operations.

In the table columns, R/W indicates Read Write, and R indicates Read only.

CMS Objects Config Admin Security R/W R R/W R R/W R

Security Defaults and Domains Full Min

User Groups and Users Full Min

RADIUS, SSH, and ACL Settings Full Min

Regions, networks groups, and network elements

Full Min Full Min

Scheduled Tasks* Full Min

DB Archive Options Full Min

Global Profiles, Global Templates, and Global Subscriber Templates

Full Min

B6, C7, E3, E5, E7, and AE ONT Default Logins

Full Min

*Also requires the user to be under the ADMINISTRATOR User Group

AE ONT Objects or Functions CMS Fault

Config Admin

R R/W R R/W R

Provisioning/Maintenance Prov. Read

Alarms (critical, major, and minor severity)

Min Min Min

C7 Network Objects or Functions CMS Fault

Config Admin (CMS) PM

R R/W R R/W R R/W R

Provisioning/Maintenance Full Min

PM Counters/Reporting * Full Min

Alarms Min Min Min

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Events and Threshold Crossings Full Min Min

* Full enables resetting counters

E3/E5-100 Objects or Functions CMS Fault

Config Admin

R R/W R R/W R

Provisioning/Maintenance Prov. Read

Alarms (critical, major, and minor severity)

Min Min Min

E5-400 and E7 Objects or Functions

CMS Fault

Config Admin (CMS) PM

R R/W R R/W R R/W R

Provisioning/Maintenance Prov* Read Only*

Administration (backup, database management, and other related features)

Admin* Read Only*

PM Counters/Reporting Full Min

Alarms (critical, major, and minor severity)

Min Min Min

* Security panel settings for node-level functions.

Topological Privileges (CMS) For each CMS user group, you can optionally apply topological privileges at any level on the Navigation Tree down the shelf level. For example, user groups can be set up to work in a specific C7 network, but restricted from viewing a particular node or shelf within that network.

The Navigation Tree in CMS contains a root (parent) region for the regions and networks created in CMS. CMS has the following topological privileges:

Topological Privileges Meaning

(Write)

Users can view and make changes to the specified level or area.

(Read)

Users can view, but not make changes to, the specified level or area.

(No Privilege)

Users cannot view or make changes to the specified level or area.

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For topological privileges, two icons appear at each level in the privilege tree, as shown in the table above. The icon on the left shows the maximum privilege available for the user group. The icon on the right shows the actual assigned privilege of that user group.

When you edit a user group privilege, you can grant the group more privileges or restrict existing ones. When set the maximum available privilege, the shape on the right appears hollow to show that it inherits the maximum privilege from the parent level.

Note: You cannot set the permission (write, read, or no access) for logical ports such as GR-303, GR-8, IMA, or Pseudo Ports (PPs). To customize permission for these entities, use the shelf level in the topology tree.

Examples of topological user group privileges

The following examples illustrate how user topological group privileges work:

Example Explanation

The user group has write access to the root region. Region A and Network A1 inherit the write access.

The user group has write access to the root region, but no privileges for Region A. Network A1 inherits the no privilege setting from Region A.

The user group has read access to the root region. Region A inherits the read privilege, but Network A1 has no privileges.

The user group only has write access to Shelf 1 on Node 52 in Network M. This example shows how you can assign access to specific network elements.

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Creating CMS Users and User Groups After installing CMS, create user groups and user accounts for accessing CMS. A user group represents a group of one or more users sharing a common security profile.

The following rules apply to creating users and user groups:

• CMS ships with an Administrators user group with a CMS system administration user (rootgod) that has full access to the security, maintenance, and provisioning features in CMS. Privileges for this user cannot be edited.

• When you create a new user group, you assign access privileges to the four functional areas of CMS (CMS Security, C7 Security, C7 Maintenance, and C7 Provisioning), as well as the regions and networks under the root region. If you do not set any topological privileges, users cannot view regions or networks within CMS. For an explanation of user group privileges, see CMS User Privileges (on page 60).

• User names are case-sensitive strings of 3 through 10 alphanumeric characters, with no spaces.

• User account passwords are case-sensitive. The required password length and minimum number of numeric and special characters are determined by the CMS security settings (on page 83) set by your CMS system administrator. Special characters are as follows: @.#$%{}!_?-

Recommendations for optimizing CMS performance

When creating user groups and users, Calix recommends the following:

• Use the default FCAPS user groups to map user functions to permissions. Modify the default groups as needed.

• Assign all users that need to work with user groups and users to the Security Only group. Set the CMS Security privileges for all other users to Minimum or None. This increases performance by decreasing the alarming traffic on the CMS server.

• Assign all users that need access to alarms, events, and threshold crossing events for troubleshooting and root-cause analysis to the Fault Only predefined user group. This increases performance by decreasing the alarming traffic on the CMS server.

User session timeout

By default, new users are assigned the session timeout set in the Security Default tab. See Modifying the Default CMS Security Settings (on page 83). You can optionally set up a user with no session timeout.

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Creating a CMS User Group Creating a user group requires Full CMS Security privileges.

To create a CMS user group

1. On the Navigation Tree, click CMS.

2. In the Work Area, click Users, and then click the root security domain.

3. Click Create > User Group.

4. In the first window of the New User Group wizard, type a name for the new user group, and then click Next.

5. In the next four windows in the wizard, set CMS, C7 Security, C7 Provisioning, and C7 Maintenance profiles for the user group.

For each subcategory, assign Full, Min (Minimum), or None by selecting the radio button for a single subcategory, or the check box near the top of the screen to set all subcategories in the window to the same level.

Note: For users to view the Navigation Tree and Alarm Table in CMS Desktop, the CMS Administration privilege must be set to Min or Full.

You can set the maximum number of CMS Desktop (GUI) login sessions for each user by accepting the default of 3 or entering a number from 0 through 10 (0 indicates an unlimited number of sessions).

Click Next to advance to the next window.

6. In the E5-400/E7 Security windows, assign the Read Only, Provisioning, or Admin security level for the user group by selecting the appropriate radio button.

Click Next to advance to the next window.

7. In the AE Security window, assign the Read Only or Provisioning security level by selecting the appropriate radio button.

Click Next to advance to the next window.

8. In the E3/E5-100 Security window, assign the Read Only or Provisioning security level by selecting the appropriate radio button.

9. At the bottom of the screen, click OK to create the user group.

10. Once the new user group appears in the Security tree (it takes a few seconds for the security tree to refresh), assign topological privileges to the user group, as follows:

11. In the Security tree, click the new user group.

a. In the Work Area, click Topological.

b. Right-click the root region to open the permissions pop-up menu, and then click a permission level: Write Privilege, Read Privilege, or No Privilege.

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c. To set privileges at a lower level in the permission tree, expand the root region and any region under it, and then right-click a region or network and select a permission level.

Note: When you first set up CMS, no regions and networks are defined. You can customize user group privileges for individual regions and networks after you create them.

d. Click Apply, and then click OK to save the settings.

Note: If the user group does not appear on screen right away, click Action > Refresh Security Tree to refresh the Work Area.

Related topics Functional Privileges (on page 66)

Topological Privileges (CMS) (on page 71)

Viewing CMS User Groups You can view existing user groups. Viewing user groups requires Min (Minimum) CMS Security privileges.

To view CMS user groups

1. On the Navigation Tree, click CMS.

2. In the Work Area, click Users.

3. Click the root security domain to expand it. All user groups display beneath the root domain.

Creating a CMS User For descriptions of the user detail parameters used to create a new user, see Viewing and Editing User Details (on page 78).

Creating a CMS user requires Full CMS Security privileges.

To create a CMS user

1. On the Navigation Tree, click CMS.

2. In the Work Area, click Users

3. Click the root security domain to expand it, and then click the user group of the new user.

4. Click Create > User.

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5. In the User dialog box, do the following:

a. In the User Login Name box, type a user name.

Note: User names are case-sensitive strings of 3 to 10 alphanumeric characters. Spaces are not allowed.

Note: User names with the prefix USR will display improperly. Calix does not recommend using the USR prefix for user names.

b. In the Password and Retype Password boxes, type a password.

Note: User account passwords are case-sensitive. The required password length and minimum number of numeric and special characters are determined by the CMS security settings (on page 83) set by your CMS system administrator. Special characters are as follows: @.#$%{}!_?-

c. (Optional) Type information in the remaining boxes or change the values in the remaining lists.

Tip: If the new user does not display on screen, click Action > Refresh Security Tree.

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Managing CMS Users

Locating a CMS User You can quickly locate your own user account or find a specific CMS user with the Find User feature. This feature is useful for account administration tasks, such as changing user passwords. Searching for a user requires Full CMS Security privileges.

To find a CMS user

1. On the Navigation Tree, click CMS.

2. In the User Work Area, click Security.

3. Click Users.

4. Click Action > Find User. The Find User dialog box opens.

5. Double-click a user from the USERNAME list. CMS locates that user in the security tree and displays the user information in the Work Area.

Viewing and Editing CMS User Group Privileges After creating a CMS user group, you can change the access or security privileges for the users in that group.

Viewing user group privileges requires Min (Minimum) CMS Security privileges. Modifying user group privileges requires Full CMS Security privileges.

To view or edit CMS user group access and security privileges

1. On the Navigation Tree, click CMS.

2. In the User Work Area, click Security.

3. Click the root security domain to expand it, and then click the user group to edit.

4. To edit a level in the topological permission tree, do the following:

a. In the Work Area, click Topological.

b. Click the permission tree regions to expose the level to edit, and click that level.

c. Right-click to open the pop-up menu, and then click a permission level (Write, Read, or No privilege) or click Unselect Privilege to revert to the maximum privilege of the user group.

d. Click Apply, and then click OK to save the new settings.

5. To edit a permission levels in a functional area, do the following:

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a. In the Work Area, click Functional, and then click the functional area to edit. Options are CMS, C7 Security, C7 Maintenance, or C7 Provisioning.

In the CMS functional area, you can modify the Maximum GUI Login Sessions field. This field specifies the maximum number of users within the user group that can simultaneously use CMS Desktop (the default is 5).

Note: When the maximum number of users in the user group is logged in to CMS Desktop and another user logs in, the user session that has been open the longest is automatically closed.

b. To set all functional sub-areas to a privilege level, select the check box under the column. Options are Full, Min (Minimum), or None.

c. To change the privilege for a single functional sub-area, click the circle under the level. Options are Full, Min (Minimum), or None.

d. Click Apply, and then click OK to save the new settings.

Viewing and Editing CMS User Details After creating a user, you can change several user-specific settings shown in the following table.

User detail parameters

Parameter Description

User Name User ID for logging in to CMS. To change a user name, you must delete the user and create a new one.

User Group* Defined user group to which the user belongs. If you move the user to a different user group, the user inherits the privileges of the new user group.

First and Last Name* Optional contact information fields.

Daytime and Evening Phone* Optional contact information fields.

E-Mail1 and 2* Optional contact information fields. E-mail fields must contain the @ symbol.

Address* Optional contact information field.

Note* Optional note field.

Receive Alarms? (Alarm Filter)*

Determines whether the user receives automatic alarm updates for network elements. Default value is Y (Yes).

Receive Threshold Crossing Alerts? (Threshold Filter)*

Determines whether the user can view network element threshold crossing alerts. Default value is N (No).

Receive Events? (Event Filter)*

Determines whether the user can view network element events. Default value is Y (Yes).

Inhibited? Displays whether the user is currently locked out (Y = inhibited) from using CMS, or enabled (N = not inhibited). See also Inhibiting (or Allowing) Access to the CMS (on page 81).

Timeout? (Timeout Enabled)* Determines whether the user session will time out after the specified period of inactivity (Y = time out enabled; N = user session will not time out). Default value is Y (Yes). See also the description for the Session Timeout parameter in Modifying the Default CMS Security Settings (on page 83).

Password Expiring In Displays how many days are left before the user password will expire. When a new user is created, the number of days until password expiration is equal to the Password Aging Interval (see Modifying the Default CMS Security Settings (on page 83)).

* Indicates that the parameter that can be modified.

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Viewing user details requires Min (Minimum) CMS Security privileges. Editing user settings requires Full CMS Security privileges.

To view and edit CMS user details

1. On the Navigation Tree, click CMS.

2. In the User Work Area, click Security.

3. Double-click the root security domain to expand it.

4. Expand a user group to view or edit users. Expand more than one user group to view users from more than one group.

5. Click the user(s) to view or edit:

Use Ctrl+click to select users one at a time, or Shift+click to select a range of users.

To sort a user list by one of the details in the Work Area, click a column title.

6. In the Edit row, modify the information or lists as needed. After changing a field, press the Tab key or Enter.

7. Click Apply, and then click OK to save the new settings.

Related topics Viewing and Editing CMS User Group Privileges (on page 77)

Alarm E-Mail Notification (on page 266)

Changing CMS User Passwords CMS prompts users to change their passwords based on the security settings for Password Aging Interval and Password Change Days. The CMS system administrator may need to change a user password if the password expires, a user forgets their password, or a user exceeds the maximum invalid login attempts.

Note: After exceeding the maximum number of invalid login attempts, a user is locked out. The lockout clears 20 minutes after the last invalid login attempt.

Changing passwords requires Full CMS Security privileges.

To change a CMS user password

1. On the Navigation Tree, click CMS.

2. In the Work Area, click Security.

3. Do one of the following:

Click Users, and then click Action > Find User. Double-click the user to locate the user in the security domain tree of the Work Area.

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In the security window, double-click the root security domain to expand it, and then click the user group, and then click the user.

4. Click Action > Change Password.

5. In the Change User Password dialog box, type the old password, and then type and retype a new password.

Note: User account passwords are case-sensitive. The required password length and minimum number of numeric and special characters are determined by the CMS security settings (on page 83) set by your CMS system administrator. Special characters are as follows: @.#$%{}!_?-

6. Click OK.

Changing Your Own CMS Password Users can change their own CMS password.

To change your own CMS password

1. On the Tools menu, click Change Own Password. The Change User Password dialog box opens.

2. In the Change User Password dialog box, type the old password, and then type and retype a new password.

Note: User passwords are case-sensitive character strings from 8 through 11 characters that must contain at least two non-alphanumeric and one special character. Special characters are between the following brackets [@.#$%{}!_?-].

3. Click OK.

Monitoring CMS User Sessions You can view all active CMS user sessions. Viewing active user sessions requires Min (Minimum) CMS Security privileges.

To view active CMS user sessions

1. On the Navigation Tree, click CMS.

2. In the Work Area, click Security > Sessions. The screen displays all logged in users.

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Logging Out CMS Users Logging out active CMS users requires Full CMS Security privileges.

To log out CMS users

1. On the Navigation Tree, click CMS.

2. In the Work Area, click Security > Sessions.

3. In the USERID column, click a user. To select multiple users, use Shift + click to select a range, or Ctrl + click to select users in the list one at a time.

4. Click Action > Logout User.

5. In the Confirmation dialog box, click OK to confirm.

Inhibiting or Allowing Access to CMS You can lock out (inhibit) users from using CMS, or enable (allow) previously locked out users access to use CMS. To determine whether a user is currently inhibited, complete the procedure, Viewing and Editing CMS User Group Privileges (on page 77).

Note the following:

• Y means the user is inhibited, N means the user is not inhibited).

• When you first start CMS Desktop, Calix strongly recommends that you create new system administrator user.

• You cannot inhibit your own user account.

• Locking out or granting access to users requires Full CMS Security privileges.

Note: If a user exceeds the number of Maximum Invalid Login Attempts, rather than completing the procedure to allow user access to CMS, Calix recommends changing the user password.

To inhibit (or allow) user access to CMS

1. On the Navigation Tree, click CMS.

2. In the Work Area, click Security.

3. In the security window, double-click the root security domain to expand it. Click the user group, and then click the user.

4. Click Action > Inhibit User (or Allow User if you are restoring access).

5. Click Apply, and then click OK to save the new settings.

If you inhibited a user that is currently logged in to CMS, you must manually log out the user. See Logging Out Users (on page 80).

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CMS Security Log To view a log of CMS Desktop user login and logout events, see Querying Administrative Logs (on page 362).

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Modifying the Default CMS Security Settings You can change security defaults that affect all user groups and users. Changing security defaults requires Full CMS Security privileges.

Note: Modifying these settings will not affect users in the Administrator group. See Default CMS User Groups (CMS) (on page 60).

Default security settings

The following table lists the default security settings which affect all CMS users.

Parameter Description Default Value

Password Length

Minimum number of characters required for user passwords. Valid options are from 4 to 10 characters.

6

Minimum Special Characters

Minimum number of special characters required for user passwords. Valid options are from 0 to 9.

Note: Special characters that can be used when changing passwords are the "at" symbol [@], period [.], number symbol [#], dollar sign [$], percent symbol [%], open curly bracket [{], closed curly bracket [}], exclamation mark [!], underscore [_], question mark [?], and dash [-].

0

Minimum Numeric Characters

Minimum number of numeric characters (0 to 9) required for user passwords. Valid options are from 0 to 10.

1

Sub String Determines whether or not the password can contain the user name as a substring. Valid options are Y (Yes) and N (No).

N (No)

Password Aging Interval (day)

The time period, in number of days, to allow users to use the same password. Valid options are integers from 2 to 9999 inclusively.

Note: Password Aging Interval does not apply to users in the Administrators user group. The password for these users does not expire.

100

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Parameter Description Default Value

Password Change Days (day)

The time period, in number of days, to prompt users to reset their passwords before the Password Aging Interval (see above) has been reached. The number of days must be less than the Password Aging Interval. Valid options are integers from 1 to 180 inclusively.

Note: Password Change Days does not apply to users in the Administrators user group. The password for these users does not expire.

10

Session Timeout (sec)

The time period, in number of seconds, for CMS Desktop to shut down if a user session is inactive. Valid options are integers from 30 to 1800 (30 minutes).

Note: In the User Details Work Area, you can set individual users to never time out. See Viewing and Editing CMS User Details (on page 78).

1800

Maximum Invalid Login Attempts

The number of times that a CMS user can attempt to log in to CMS if they supply an invalid password. Valid options are integers from 2 to 10.

Note: Users exceeding the maximum number of login attempts cannot log in to CMS for 20 minutes. If this occurs, the CMS system administrator can change the user password to allow the user to log in.

3

Enable Secure Northbound Connections (SSH)

Whether or not CMS encrypts the northbound communications. Valid options are Y (yes) and N (no).

N (No)

User Authorization Mode

The type of user authorization. Valid options are Local and RADIUS.

Local

To edit CMS security defaults

1. On the Navigation Tree, click CMS.

2. In the Work Area, click Security > Global.

3. In the Security Defaults table, changes the values as needed.

4. Click Apply, and then click OK to save the new settings.

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Chapter 4

Configuration Management

This section covers the following topics:

• Managing CMS Desktop regions and network groups

• Searches and inventory reports

• Managing E7 OS Nodes

• Managing Calix AE ONTs

• Managing Calix B6 cards

• Managing Calix C7 networks

• Managing Calix E3 and E5-100 nodes

• Managing Actelis devices

• Displaying non-Calix devices

• CMS database synchronization

• Customizing the default CMS security and archive settings

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Managing Regions and Network Groups Create a network or node in CMS for each Calix network element that you will access. Create regions and network groups to group and organize your equipment. You can nest a region within a region to create a sub-region. Each network and region displays hierarchically on the Navigation Tree.

Before you begin

When you create regions and networks in CMS, keep in mind the following:

• For a new C7 network, have the IP address of the Ethernet port on the AMP or ATP card, and static IP route, as well as the user ID and password, for accessing the Calix node. For information on configuring IP addresses and setting up user accounts in the C7 system, see the Calix C7 Provisioning Guide.

• The network login name and password must match an existing user account on the Calix node, in most cases a user with full administration privileges. When you create CMS user groups, you can customize access to each network at the topological and functional levels. See CMS User Privileges (on page 60).

• When you create a region or network, users automatically inherit the access privileges of the parent region. The CMS system administrator can restrict access to a region or network. See Viewing and Editing CMS User Group Privileges (on page 77) for more information.

• See Viewing or Managing Network Parameters (on page 188) for information about changing the details of an existing network.

Creating a CMS Region or Network Group CMS supports grouping Calix network elements in regions and network groups to simplify management:

Within a region, you can group or nest other regions and network groups.

Within a network group, you can group or nest Calix network elements.

Creating a region or network group requires Full CMS Administration privileges.

To create a region or network group

1. On the Navigation Tree, click the parent region under which to place the new region or network group. You can click the root region, or expand the root region and click an existing region as the parent.

2. From the CMS Region or Map View Work Area:

Click Create > Region to create a region.

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Click Create > Network Group to create a network group.

3. In the New Region or New Network Group Name box, do the following:

a. Type a name for the region or network group.

Note: Names can contain alphanumeric characters, underscores, and spaces.

b. In the Parent Region list, select the parent region for the new region or network group.

c. Click OK.

4. (Optional) In the Work Area, you can move the new region or network group icon by clicking and dragging it.

In Map View, you can use Google Map controls to place the network group on the map.

Working in Map View In CMS you can customize your network and node topologies with a background map using Google Maps.

Using Google Maps

Google Maps uses a hosted service on a Calix server domain. In order to access Google Maps in Map View, your CMS Desktop client machine must be connected to the Internet.

Note: To access Google Maps, your client machine cannot use a proxy server for the Internet connection. Check your Web browser settings or consult with your system administrator to be sure that the PC or workstation does not use a proxy server.

When you first view the Map View Work Area in CMS, each network element displays as a red pin or icon on a background map of the United States. You have several options:

Enter either an address or latitude and longitude coordinates to associate with each network element.

Use the navigation buttons at the upper-left corner of the screen to pan up or down and zoom in or out. Drag the map in any direction using your cursor.

Use the options in the upper-right corner of the screen to change the display to a map, satellite, or hybrid view.

To view network elements in Map View

1. On the Navigation Tree, click one of the following:

A network group

A network element (network, service unit, platform, or an ONT)

Note: Clicking the network group is the only option for E7 platforms.

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2. In the Work Area, click Map View.

Tip: Minimize the Alarm Table to view more of the map.

3. Use one or more of these methods to zoom to a specific map location and place the network elements:

Pan and zoom: Zoom to a map level or in the text box above the navigation buttons, type a location, and click Goto. Alternatively, right-click anywhere on the map to zoom in or out or center the map at a specific location.

Goto list (to the right of the Goto button): Select a network element to jump to its map location.

Click and drag: Use your cursor to drag each pin or icon to a location on the map. As you select and move a pin, it changes to an icon representing the network element type (for ONTs, if a GoogleMap location has not been specified, the network element changes to a blue pin.)

Enter a physical location or latitude and longitude coordinates in one of two ways:

In the upper-right corner of the map, type in the Goto box.

Click an icon to view a popup menu, click Move To, and type in the box.

Tip: A physical location can be a full street address (with city and state) or partial address (such as a city and state). Latitude and longitude coordinates are entered in the following format: LAT,LON. For example, 38.27,-122.66. Location information is saved with the network element object in CMS.

4. (Optional) From Map View, you can jump to any network element in the Navigation Tree. To do so, click an icon to open a popup menu, and then click Open.

5. In the Navigation Tree or Work Area, click Apply, and in the Confirmation dialog box, click OK to save the changes.

Viewing the Topology of a Network Group In CMS you can view and customize the displayed topology of devices that comprise a network group.

Network elements within the network group and any topology links created between these elements display in graphic view. Each network element is identified by name and a unique icon for the device type.

Viewing and customizing a Network Group topology requires Read permissions for the region that the Network Group is under as well as for the networks associated with that Network Group.

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To view and customize a Network Group topology

1. On the Navigation Tree, select a Network Group.

2. In the Topology Work Area, you have these options for viewing network elements:

Zoom in and out using the magnification icons or zoom percent list.

Toggle between expanded and collapsed views of topology links between nodes (for B6 and C7 networks only) by clicking the collapse and expand icons to the right of the ratio list.

In the list to the right of the zoom ratio list, click Topology Links to create links between devices. See Creating a Graphical Link Between Devices (on page 89).

Hover the mouse over a link to display a Tooltip with a summary of the alarm count and the link endpoints.

Drag network elements on screen to represent your deployment configuration.

Double-click a network element to jump to the node view for the device on the Navigation Tree.

Creating a Graphical Link Between Calix Devices A graphical link represents a connection between the devices in a network group and is shown in Topology View, for example, a fiber link between two Calix network elements within a network group. CMS self-discovers the node links within B6 and C7 networks (green links). Therefore, you only need to create cross-platform connections (blue links).

Before creating a graphical link, you must add the devices to a network group.

Creating a graphical link between devices requires Full CMS Administration privileges.

To create a topology link between network elements (drag-and-drop method)

1. On the Navigation Tree, select the Network Group that contains the devices.

2. In the Topology Work Area, locate the task list to the right of the zoom ratio list. Select Topology Links.

3. Click on a starting node, and then click on another node to terminate the link.

4. In the Topology Links dialog box, do the following:

In the From Endpoint and To Endpoint areas, specify the ports on the devices you are creating a link from and to.

Click Add to move the endpoints to the Topology Links to be Created area.

Optionally, in the Link Type, Description, and Bandwidth fields, type the information to be associated with the link.

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At the bottom of the dialog box, click Create.

5. Click OK to confirm the action.

In the Topology and Map View Work Areas, a blue link displays between the two devices.

Tip: Hover the mouse over the new link to display topology link information in a Tooltip.

To create a topology link (table method)

1. On the Navigation Tree, select the Network Group that contains the devices.

2. In the Work Area tabs, click Topology Links.

3. In the Toolbar, click Create.

4. In the Links table, do the following:

In the From Endpoint and To Endpoint areas, specify the Calix devices you are creating a link from and to:

For C7 networks, select the network, shelf, facility, and port.

For other Calix nodes, select the node in the Network field, and type a port in the Facility field.

Click Add to move the endpoints to the Links to be Created area.

Optionally, in the Link Type, Description, and Bandwidth fields, type the information to be associated with the link.

At the bottom of the dialog box, click Create.

5. Click OK to confirm the action.

In the Topology and Map View Work Areas, a blue link displays between the two devices.

Tip: Hover the mouse over the new link to display the topology information in a Tooltip.

To delete a topology link

1. On the Navigation Tree, select a Network Group with a link between devices.

2. In the Work Area, click Topology Links. In the link list, select one or more links to delete.

3. Click Delete.

If there are two or more links, a list displays where you can select the links to be deleted. Click OK.

4. In the Confirmation dialog box, click OK to confirm the deletion.

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Modifying the Parent Region for a Region or Network Group After creating a region or network group, you can move it to a different location on the Navigation Tree to reorganize your network element groups.

Modifying the parent region or network group requires Full CMS Administration privileges.

Note: The root region under the CMS level on the Navigation Tree cannot be moved.

To move a region or network group on the Navigation Tree

1. On the Navigation Tree, click the root region.

2. In the Work Area, click Region Details or Network Group, depending on which object you are moving.

3. In the region or network group list, click the region or network group to move.

4. In the Edit row, click Parent Region, and then select the new parent region.

5. Click Apply, and then click OK to save the new settings.

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Searches and Inventory Reports Perform a search or create an inventory report for selected database objects, such as networks and equipment. CMS also provides powerful filter criteria to fine tune your search or query results.

For example:

• Search for a subscriber ID or IP/MAC host across Calix ONTs and platforms.*

• Select a C7 shelf, and view all ADSL ports on that shelf.

• View all C7 networks or E3/E5-100 service units that are in-service.

• Find a specific AE ONT based on the registration ID or FSAN serial number.

* The Subscriber Search pane opens when you launch CMS Desktop.

Types of Searches and Inventory Queries The following table lists the types of searches and inventory queries that can be performed. You can filter the search results to include only select regions, networks, nodes, or other criterion across all networks and nodes in the CMS database.

From the Navigation Tree, you can also search for ranges of E7 VLANs and specific attributes of GPON and AE ONTs.

Search and Inventory Type

Information Returned

Subscriber Search One of two options:

Subscriber information for AE ONT, C7, and E7 ports and ONTs, and E3/E5-100 ports provisioned using the CMS Services screen.

Location of IP host or MAC addresses

Multi-Platform C7, E7, and AE ONTs (Note: For F5 ONTs, use the F-Series search listed below.)

Subscriber information (across Calix platforms)

Active Ethernet (AE) ONTs

Calix AE ONTs

AE ONT GE, FE, HPNA, T1/E1, Voice

AE ONT services (data/video, SIP, TDM gateway, T1/E1 PWE3, IP host, H.248, MGCP)

B-Series B6 networks (chassis and cards)

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Search and Inventory Type

Information Returned

C-Series C7 networks and nodes

Node environmental provisioning *

Shelves: Provisioning and timing reference information

Equipment

Ports, by port type

Profiles: ADSL, Ethernet-over-SONET traffic, ONT, security, and ATM traffic profiles *

Bandwidth: Constraints and link endpoints *

System: SNMP trap provisioning *

STSs, by STS type

Ethernet-over-SONET: L-Switch, L-Switch port, VLAN, VLAN port, Virtual Tunnel Interface, and XLAN

TDM facilities (T1 transport groups; GR-303, GR-8, CRV, DS1, VDS1, VSP interface groups; VCGs and VCG links)

Video: Channel, channel template, and services

FTTP: PONs, ONTs, and ONT ports

Grade of service (GOS): ADSL, HDSL, xDSL, IMA, IMA link, OC-n, STS-n, T1, and T3 *

Video and data subscriber templates

IP, MAC, and PPPoE hosts and DHCP leases

VoIP

Voice Concentration Group

Pseudowire

E3 and E5-100 Nodes

E3/E5-100 nodes

E3/E5-100 system information

xDSL, VDSL, and Ethernet ports

DHCP snoop (IP and MAC address information)

VLANs

Subscriber service provisioning, templates, and uplinks

VoIP ports

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Search and Inventory Type

Information Returned

E5-400 and E7 Nodes

E5-400 and E7 node and system information

GE and 10 GE ports

Ethernet interfaces

LAG interfaces

VLANs

Tag actions

MAC table

Card

ONTs

ONT services (data/video, SIP, TDM gateway, T1 PWE3, IH.248)

Ethernet OAM

F-Series F5 ONTs

F5 nodes

F5 system searches

F5 notes and splitter searches

Region CMS regions and network groups

* Search only available in CMS Web.

Additional topics Advanced search options (on page 100)

Performing a Subscriber Search Using the CMS Desktop, you can search across Calix ONTs or ports for two distinct types of user interfaces:

• Find a subscriber interface with provisioned services, based on the Subscriber ID and Description search criteria.

• Find a subscriber interface with or without provisioned services, based on the Network and Port ID information search criteria.

• Based on company policies and procedures, the subscriber ID can be a telephone number or another subscriber identifier.

When performing a subscriber search, keep in mind the following guidelines.

The Subscriber search locates a subscriber based on the following:

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Data entered in the Subscriber and Description fields on the Services screen in CMS.

Data entered when provisioning on supported Calix devices, such as the Name and Telephone fields for ports on E3/E5-100 service units.

Node and port information for a subscriber interface can locate interfaces that have yet to be provisioned for service.

The IP/MAC search retrieves data from Calix AE ONT, C7, E3/E5-100, E7 network elements related to subscriber equipment devices downstream from ONT Ethernet interfaces.

Partial matches (equivalent to a "contains" match) are acceptable search strings.

Cross-platform subscriber port refresh frequency

Review the following system rules to understand how the CMS system refreshes subscriber port information for availability in subscriber searches:

• For Calix network elements, subscriber information that is entered using the Services screen is stored directly on the CMS database and reflects the currently provisioned data.

• For Calix C7 subscriber changes provisioned using TL1 or C7 iMS, the CMS database is updated via C7 database change events at the time the changes are made.

• For all other Calixnetwork elements, subscriber information that is entered on the local device is uploaded to the CMS database during scheduled inventory snapshot tasks. By default, the CMS system refreshes the subscriber port information once a week (on Tuesday at 1:00 AM). Depending on your company needs, it may be beneficial to increase the refresh frequency, for example, to occur daily. To change the frequency, contact Calix Technical Support.

Important: After a CMS software server upgrade, the E-Series scheduled task frequency resets to the default schedule. You must reset a customized refresh schedule after each CMS upgrade.

To perform a subscriber search

Note: The Subscriber Search pane displays in the Work Area when you launch CMS Desktop. Step 1 below is only required if you are currently viewing the administrative and configuration Work Area menus in CMS Desktop.

1. (Optional) To return to the results of a previous search, in the drop-down list to the right of the Last Search link, select Subscriber or IP/MAC, depending on the search type you are looking up.

At the top of the screen, click the Last Search link. (Alternatively, in the status bar at the bottom of the CMS Desktop screen, click the magnifying glass icon, or on the Tools menu, click Subscriber Search.)

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2. In the Subscriber box, enter the information on which to perform the search:

Enter all or part of a subscriber ID or AID. Include any characters, such as dashes, as used in the subscriber record or AID. For example:

7072936500

Enter the network name, followed by a colon (:) to search for all ports on an E-series node or C7 network whose name contains the entered name. For example:

c762:

Enter the network, followed by a colon (:), and then the node AID to search for only the ports whose network name contains the entered name and AID string. For example:

c762:N1-1-1

Enter a MAC address or IP Host address.

3. Execute the search:

Click Subscriber to view the results of a search based on subscriber information.

Click IP/MAC to view the results of a search based on an IP host or MAC address.

4. Click the subscriber ID hyperlink to view the Services screen for the port or ONT.

Performing a Search or Inventory Query Run a database search in CMS Desktop or CMS Web to create a report of any of the supported inventory types (on page 92). Search and inventory data are based on the latest synchronized data.

Note the following:

• If a C7 network or node has been disconnected from CMS, you can schedule an inventory snapshot for those network(s) to download the most current data. See Scheduling an Inventory Snapshot (on page 345). If a C7 network or node has been disconnected from CMS and remains disconnected, a search or inventory query may not return the most current data.

• Global searches and inventory queries are permission-based; screens and report filters show only those resources that you have permission to view.

• Running a search or inventory query requires Minimum or Full CMS Administration functional privileges, and for C7 networks requires Minimum or Full C7 System, C7 Maintenance, and C7 Provisioning functional privileges. Additionally, searches require that a user has Read or Write topological privileges for networks and nodes. Users in user groups that do not meet these security requirements can use a Basic Search (on page 111) feature.

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To perform a search or inventory query

1. Do one of the following, depending on whether you have CMS Desktop or CMS Web open:

(CMS Desktop) On the Tools menu, click Web Site Map. Alternatively, click Tools > Search (menu options with right-pointing triangles have submenus).

(CMS Web) Open CMS Web (on page 38). At the top of the page, click Site Map. Alternatively, in the Module list on the left, click Configuration (menu options with right-pointing triangles have submenus).

2. Click the type of search.

An inventory screen opens where you set the filter criteria, sort criteria, and report parameters. If a search or query template (on page 108) has been previously saved, you can apply it.

Optionally, set one or more of the report parameters described in Steps 3 through 7.

3. Define topology filters. Under Filter Criteria, click the arrow to the right of an available topology list.

Note the following:

Selecting a level on the Navigation Tree before opening the Search tool automatically fills in the topology filters.

If you do not specify any filters (default), all available data is included in the search.

To include multiple items in a filter criterion list, use Ctrl+click to select one item at a time, or Shift+click to select a range of items. (To de-select an item, Ctrl+click it again.)

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Only the topology levels above the selected search level are available as filter criteria. For example, in a shelf search or inventory query, you see filter criteria for regions, networks, and nodes, but not for cards or ports.

The Region list includes both regions and network groups. To only search network groups in the search report, select the Network Groups check box the right of the Network list.

To only search synchronized networks in the search report, select the Synchronized Networks check box the right of the Network list.

4. To define additional filters, click the arrow to the right of Additional Criteria to view the available element filters:

In most cases you specify a match option (Equals, Contains, Not Equals, Starts With, or Ends With) and then type a text string in the box to the right. Optionally, select the Case Sensitive check box to only return results matching the case you used). For example, in a node inventory query, to return all nodes named N1, set the AID criterion list to Equals and type n1 (N1 with the Case Sensitive check box selected) in the box.

SID indicates the System ID or node name. Type all or part of a node name.

For card and port inventory queries, you can filter based on service states and card types. Service states have a Not check box option for searching all inventory that is not in the selected state(s). For example, you can set up a card query to only return ADSL-24 cards that are not out-of-service.

Note: Selecting more than one service state includes the cards or ports that match all of the selected states. Selecting more than one card type includes any of the selected types.

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5. Specify how to sort the search report. Click the arrow to the right of Sort Criteria, and then do the following:

a. In the Column Name list, click the filter to use as the primary sort.

b. In the Sort Order list, click Ascending or Descending to specify the sort order.

c. Click More to list a secondary sort criterion, and then repeat Steps 5a and 5b.

6. Change the default report output options. Click the arrow to the right of Report Parameters. You have these options:

Save the file in CSV format by clicking CSV.

Tip: You can also generate a CSV report after generating the HTML search report (Step 7), however, if you anticipate the search report to be large, using the option here eliminates the processing required to generate the HTML report.

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Change the number of lines per HTML page (or the number of lines to include in the CSV file) from the default of 50. Type a different number in the Lines Per Page box, or click the Show All Rows check box.

Note: A maximum of one million lines can be returned. If you specify a number over 999, do not use a comma as a thousands separator.

7. At the bottom of the screen, do one of the following:

Use advanced search options (on page 100) to customize the columns displayed in the report and the sort order, as well as set further filter criteria, by clicking Advanced.

At the bottom of the Web page or screen, click Submit. The search report displays on screen, or if you selected CSV format in Step 6, the Downloading dialog box opens with options to open the search report directly in your default spreadsheet application, or save the file open to a location on your PC or workstation.

Clear the Search screen of all search criteria you have set by clicking Reset.

8. In the report results screen, you have these options:

Scroll through multiple search results pages using Next, Last, First, and Prev (located above or below the list).

Return to the Search screen and modify the criteria. Above the report buttons, click Back.

(Available for some searches) Above the list results, toggle the parameters on screen to display those from a different CMS Work Area. The link for the currently-selected set of parameters displays largest.

In the report table, for one of the lines in the search report:

Open a Table View by clicking the Row # hyperlink.

(In CMS Desktop only) Jump to the Work Area by clicking an ID hyperlink. Note: After clicking an ID hyperlink, you can return to the search report by clicking the Search button on the right side of the button bar.

Save the results displayed on the current screen in CSV format. Above the report results, click CSV Export. The Downloading dialog box opens with options to open the search results directly in your default spreadsheet application, or save the file to your local hard drive.

Save the search or inventory query as a template (on page 107).

Use advanced search options (on page 100) to customize the columns displayed in the report and the sort order, as well as set further filter criteria. Click Advanced.

Advanced Search Options CMS provides advanced options that enable you to produce highly customized inventory, search, and PM query reports. For each of these reports, you can customize the output as follows:

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• Display or hide selected elements

• Arrange the placement order of the output columns

• Sort statistics and elements in ascending or descending order

• Set filter conditions for any available report parameters using standard database query attributes

• Use AND and OR operators to group multiple filter conditions

Access the advanced query options from the Search, Inventory, PM Query, or Alarm Log screen.

Note: When using advanced search options, unless you change it, the settings are stored for a specific query for the duration of the current user session.

To change the report display, sort order, and filter criteria

1. From the search results page, click Advanced.

2. Click the following tabs to access these options:

Display:

Hide or show column(s): Select one or more items in the Visible Columns list and click the left arrow to hide them, or select elements in the Choose Columns list and click the right arrow to add them to the report. Use the double arrow buttons to hide or add all items.

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Change the order in which report elements display in the report: Select an element in the Visible Columns list. Click Up or Down to move the element to a new location in the list.

Sort: Report elements that you can use as sort criteria display in the Choose Columns list. If you do not add any sort criteria, the results are sorted by the topology elements on the main Search, Inventory, or PM Query page.

Add an element to the sort criteria: Select an element in the Choose Columns list. Click the right arrow to add it to the Sorting Columns list. Repeat to add a secondary sort, and to add additional nested sort criteria.

Change the sort priority: If you have added more than one sort criterion to the Sorting Columns list, select an element in the list and click Up or Down to move it to a new priority order.

Change the sort order for a selected element: By default, elements selected for sorting sort in ascending order. To change to descending order (or back to ascending order), select the element in the Sorting Columns list and click Asc/Desc. The arrow indicator to the left of the element name changes to show the sort order.

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Filter Criteria: Define one or more filter conditions:

a. In the Columns list, select a filter element.

b. In the Filter Condition area, select a database query option, such as Equals (options vary by element type). To exclude the selected filter condition, select the Not check box.

c. To the right of the query options, do one of the following:

(For an element with predefined filter values) In the list, click the filter value(s) to use in the filter. You can select multiple values in the list using Ctrl+click to select values one at a time or click-and-drag to select a range.

(For an element without predefined filter values) In the text box, type a text string to define the filter. Optionally, check the Case Sensitive check box to only return results that match the case you used.

d. To the right of Relation, select the operator (AND or OR) to use. By default, AND is selected.

e. Click Add to move the condition to the Conditions list.

f. Repeat the Steps 2a through 2e for each additional filter condition to add. View the criteria at the bottom of the screen or click Show Detailed Filter Clause to view the current set of criteria in query format.

g. To manage the list of conditions, you can use the buttons on the right side of the screen:

Select two or more conditions and click Group to nest criteria or UnGroup to remove a previous grouping.

Select one or more conditions and click And/Or to change the operator.

Select one or more conditions and click Delete to remove condition(s).

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Select one or more conditions and click Up or Down to move the position of the condition in the list.

Select a condition and click Edit to modify its criterion. The Add button is disabled and the Update button is enabled. Click Update to use the modified criterion.

3. At the bottom of the screen:

Click Submit to generate the report with the customization settings you have specified. (For PM queries, the main Search screen opens.)

Click Apply to save the customization settings and open the Display tab.

Click Reset to clear the customization settings from the current tab.

Click Cancel to return to the main Search screen.

4. In the Search or Inventory report screen, you have several options:

Scroll through the search report using Next, Last, First, and Prev above the search report.

Return to the Search screen and modify the criteria. Above the report buttons, click Back.

Change the parameters on screen to display those from a different tab for searches where more than one CMS Work Area tab displays above the search results. The currently-selected tab displays largest.

In the report table, for one of the lines in the search report:

Open a Table View by clicking the Row # hyperlink.

(In CMS Desktop only) Jump to the Work Area by clicking an ID hyperlink.

Note: After clicking an ID hyperlink, you cannot return to the search report without regenerating the report.

Save the results displayed on the current screen only in CSV format. Above the report results, click CSV Export. The Downloading dialog box opens with options to open the search results directly in your default spreadsheet application, or save the file open to a location on your PC or workstation.

Save the search or inventory query as a template (on page 107).

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Search and Query View Options When you output the report in HTML format, the report displays in CMS Desktop or CMS Web. When you save the report as a CSV file, you can open the file in a spreadsheet application such as Excel either directly within the application or from the location on your computer where you save the file.

Form view

In the HTML format view in the browser, you can view details of a selected row in a single-screen form layout.

Tip: Hover the mouse pointer over a column header to open a pop-up window with a description of the column contents.

To view inventory report data in form view

Click the row number on the left side of the report table.

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The form view displays with details of that row. Note that individual field description titles display in abbreviated format in the table view, and in full format in the form view.

Multiple report options

Many search and inventory reports offer more than one set of report data. For example, from port queries, you can view information relating to bandwidth usage statistics and subscriber service.

To view report data in bandwidth view

1. From the top of the report table, click Bandwidth. The bandwidth view displays in table view.

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2. To view bandwidth statistics in form view, click the row number on the left side of the bandwidth report.

The form view displays with details of that row. Note that individual field description titles display in abbreviated format in the table view, and in full format in the form view.

Saving Searches or Queries as Templates You can save a search as a template to apply at a later time. Template names can contain up to 80 alphanumeric characters plus the dollar sign ($) and underscore (_). Spaces are not allowed.

Saving a search as a template requires Minimum (Min) CMS Administration privileges.

To save a search as a template

1. Open CMS Desktop.

2. Perform a search (on page 96).

3. From the search report, click Save Template.

4. In the Template Name box, type the name of the template.

5. Click OK.

To save an inventory or PM query as a template

1. Open CMS Web (on page 38).

2. Perform an inventory search (on page 96) or generate a PM query (on page 294).

3. Click Save Template.

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4. In the Template Name box, type the name of the template.

5. Click OK.

Viewing All Saved Templates You can view all previously saved inventory and PM query templates and apply them to perform a new search.

Viewing and applying templates requires Minimum (Min) CMS Administration privileges.

To view all saved search templates

1. Open CMS Web (on page 38).

2. On the upper right side of the screen, click My Report Templates. The Templates List page opens.

3. (Optional) Click the template name to apply the template.

Applying a Search, Inventory, or PM Query Template Apply a previously saved search, inventory, or PM query template to generate a new report with the predefined configurations. Saved templates include criteria specified in both the Search and Advanced screens.

Applying a search template requires Minimum (Min) CMS Administration privileges.

To apply a search template

1. Open CMS Desktop.

2. On the Tools menu, click Search, and then click the type of search. Any saved templates for that search type display on the right of the Work Area under Existing Templates.

3. Under Existing Templates, click the hyperlink of the template to use.

The search results using the criteria of the selected template display on screen.

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To apply an inventory or PM query template

1. Open CMS Web (on page 38).

2. Do one of the following:

In the Module list on the left, click Configuration or Performance, and then click the type of query to run. Any saved templates for that query type display on the right of the screen under Existing Templates. Click the click the hyperlink of the template to apply.

On the upper right side of the screen, click My Report Templates. In the Templates List page, select the inventory or PM query template to apply. The template loads the saved configuration and "(Currently Selected)" displays to the right of the selected template. Click Submit.

The query report using the criteria of the selected template displays on screen.

Modifying a Search, Inventory, or PM Query Template You can modify a previously saved search, inventory, or PM query template to create a new template.

Modifying a template requires Minimum (Min) CMS Administration privileges.

To modify a search, inventory, or PM query template

1. Open CMS Web (on page 38).

2. On the upper right side of the screen, click My Report Templates. The Templates List page opens.

3. Select the inventory or PM query template to modify. The template loads the saved configuration and "(Currently Selected)" displays to the right of the selected template.

4. Modify the template as needed.

5. Click Submit.

To save the template with the same name, click Save Template.

To save the template with a different name, click Save Template As. In the Template Name box, type a name for the new template.

6. Click OK.

Deleting a Search or Inventory Query Template You can delete unnecessary search or inventory query templates.

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Deleting a search or query template requires Minimum (Min) CMS Administration privileges.

To delete a search template

1. Open CMS Desktop.

2. On the Tools menu, click Search, and then click the type of search. Any saved templates for that search type display on the right of the Work Area under Existing Templates.

3. Under Existing Templates, select the check box of the template to delete.

4. Click Delete. CMS deletes the template.

To delete a query template

1. Open CMS Web (on page 38).

2. In the Module list on the left, click Configuration or Performance, and then click the type of query. Any saved templates for that query type display on the right of the screen under Existing Templates.

3. Under Existing Templates, select the check box of the template to delete.

4. Click Delete. CMS deletes the template.

Printing Search or Inventory Query Results When you output the report in HTML format, the report displays in CMS Web CMS Desktop. When you save the report as a CSV file, you can open the file in a spreadsheet application such as Excel.

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Printing the search or inventory report

To print search or inventory reports, use the print commands in your browser (for HTML output) or spreadsheet application (for CSV output).

Basic Search You can use the basic search tool to locate regions, networks, facilities, and nodes on the Navigation Tree. This is useful for provisioning service or troubleshooting based on alarm indications. The search tool returns a list of all items searched for that are available to the CMS server.

To search for regions and C7 networks

1. On the Tools menu, select Search, and then select Region or a Calix product and the characteristic of the product to filter the search.

2. Click Submit to start the filtered search.

3. In the Configuration results screen, double-click the row to open its details in the Work Area.

4. If Region or C-Series Network was the search target, do one of the following:

Double-click a region to navigate its Region view.

Double-click a C7 network to navigate to its Network view.

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Provisioning Cross-Platform Ethernet Topologies From the CMS Network Group Actions, you can access the Provision Ethernet Topology tool that simplifies cross-platform provisioning of Ethernet objects, such as defining VLANs, creating port associations, and managing the visual topology views in CMS.

The tool has two work areas:

A graphical work area allows you to create and assign objects:

Add VLANs by selecting nodes and links from a graphical topology of networks that may include Calix C7, E7, E5-400, E3, and E5-100 networks.

Create and associate VLAN interfaces with a VLAN.

Associate a routed VLAN with an IP interface (C7 only).

Create IP routes for a given IP interface.

A table work area allows you to define and edit object parameters:

Specify CVIDREG entries for C7 VLAN interfaces with an Edge port type.

Specify VLAN attributes for E7 VLANs.

Specify VLAN tagging for E7, E5-400, E3, and E5-100 VLAN interfaces with an Edge role.

Specify a Policy Map for E7 and E5-400 VLAN interfaces.

The Provision Ethernet Topology tool performs the following tasks:

Provision VLANs:

In the graphical Work Area, select or create VLANs that you add to Calix network elements, and then define or edit the VLAN parameters in the table Work Area.

Provision VLAN interfaces:

In the graphical Work Area, select a network element on which to create VLAN interfaces and map them to Ethernet ports. Or, select an Ethernet link to map the ports at both ends of the link to the VLAN. Follow on by defining and editing the VLAN interface parameters in the table Work Area. These parameters include VLAN tag settings and policy map specifications for applicable Calix network elements.

Select a default virtual bridge (C7 only):

In the Navigation mode on the graphical Work Area, specify the virtual bridge to provision on the C7. If the selected virtual bridge does not exist, the tool automatically creates it and then assigns it as the default VB.

Set an IP address for a virtual router (C7 only):

If the active VLAN's Application Mode is "Routed," (such as for C7 video or RBE data), you can right-click a C7 to select or create an IP address for a virtual router. The C7 virtual router must already exist before using this tool.

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Associate an IP interface with a virtual router (C7 only):

In the graphical Work Area, right-click a C7 to bind an IP interface to a specific Routed VLAN, enabling traffic forwarding for that IP subnet on that VLAN.

Access Ethernet uplink and downlink provisioning tool (C7 only):

When the VLAN application mode is set to Routed, you can right-click the C7 node icon in the graphical Work Area to directly access the Ethernet uplink and downlink provisioning tools.

Using the Provision Ethernet Topology Tool This topic describes how to use the CMS Provision Ethernet Topology tool to configure VLANs and VLAN interfaces on Ethernet links across Calix networking platforms.

Provision Ethernet Topology tool usage guidelines When in the Navigate mode, the tool allows you to:

Rearrange the node locations in the view

Right-click on a C7 shelf to redefine its default VB

The tool allows you to create new objects or re-use previously established objects. New

object IDs are identified by a icon. Existing object IDs are identified by a icon. Objects with pending changes are identified by a icon.

When you select a VLAN from the drop-down list in the graphical view:

All network elements that host that VLAN ID appear in color.

All links where both link endpoints belong to that VLAN appear in color.

All provisioning for the network group is in context with that particular VLAN.

To add ports to an established VLAN:

For inter-node links, click the link to add both endpoints to the VLAN, and then select Create VLAN Association.

For non-link ports, click the network element to add VLAN associations and select the checkboxes for the Ethernet ports.

When in VLAN mode, you can edit objects from tabs in the lower work area:

VLAN tab defines associations between the specified interfaces and the VLAN

VLAN-IF tab defines the interface properties and actions

To delete a port association from a VLAN:

For inter-node links, right-click the link to delete VLAN associations for both endpoints, and then select Delete VLAN Association.

For non-link ports or ports on one end of a link, click on the network element to delete VLAN associations and clear the checkboxes for the Ethernet ports.

You can use VLAN IDs from 2 to 4093.

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For ERPS or LAG domains, once the domain has been defined and after creating static links between nodes, in the Ethernet Topology Tool you can add and enable VLAN(s) from the network element interface work area or from the static links; each network element lists all non-ONT Ethernet interfaces.

If two C7 shelves are connected through ATM links, create a VLAN on both shelves using the Provision Ethernet Topology tool. Then, outside the Provision Ethernet Topology tool, create an STS cross-connect binding two Virtual Bridges.

Before Using the Tool Before using the Provision Ethernet Topology tool, verify that the following conditions are met:

• Physical Ethernet links have been established between nodes in the Network Group, as required.

• ERPS or LAG entities have been defined.

• Graphical topology links between different C7 networks or between C7 and E-Series system nodes have been established in CMS. (Links within a C7 network are self discovered and shown on Topology view.) See Creating a Graphical Link Between Devices (on page 89) for instructions.

• (For video and voice applications, C7 only) A virtual router has been created on the shelf containing the uplink card. Repeat this task if the downlink card is on a different shelf.

• (C7 only) VLAN-IF port templates have been created, as required.

• (C7 only) ATM traffic profiles have been created, as required.

• (C7 only) Ethernet bandwidth profiles have been created, as required.

• (E7 and E5-400 only) Policy Maps have been created, as required.

Using the Provision Ethernet Topology Tool for Data Applications Use the following procedure to configure VLANs and VLAN interfaces for VLAN-per-service and VLAN-per-subscriber data applications.

To configure VLANs and VLAN interfaces for data applications

1. On the Navigation Tree, click the Network Group level.

2. On the Work Area, click Topology.

3. From the toolbar, click Action > Provision Ethernet Topology to open the Provision Ethernet Topology tool dialog box.

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4. In the tool's graphical (upper) work area, select Navigate from the tool mode list, then do the following:

a. Arrange the node icons by clicking and dragging them into position, as required.

b. (Optional) To change the default Virtual Bridge on a C7 shelf, right-click the C7 and in the Default VB list, select a Virtual Bridge ID to use for the VLAN provisioning.

c. Click Apply, if you made changes.

d. Select VLAN from the tool mode list.

e. In the drop-down list that appears to the right, do one of the following:

Select an existing VLAN from the list.

To search for an existing VLAN, select Search for VLAN. In the Search VLAN dialog box that displays, enter the VLAN ID, and then click OK.

To create a new VLAN, select New VLAN. In the New VLAN dialog box that displays, enter the VLAN ID, and then click OK.

Note: For VLAN per Port mode to support a single-tagged model, create a VLAN for each subscriber-side port; to support a double-tagged model, create one service VLAN to serve as the "trunk" VLAN.

f. Click the icon for each node on which to add the VLAN.

5. In the tool's table (lower) work area, click the VLAN-node listing in the table, and then define the settings.

For C7, click the APP MODE (Application Mode) column to define a forwarding mode of VLAN per Service or VLAN per Port, according to your application requirements.

For E-Series systems, refer to the appropriate user guide for parameter setting details.

6. In the tool's graphical (upper) area, click each icon again to select the group or Ethernet port(s) to add to the VLAN.

Note: To configure a protected Ethernet link, create a VLAN interface for another Ethernet port in the same bridge.

7. In the tool's table (lower) work area, click the VLAN-IF tab and then click each node on the tool bar to define the VLAN interface parameters.

For C7, define the following parameters:

Set the Port Type as Trunk. Or, if the port must perform any tag actions, set the Port Type to Edge.

To configure a protected Ethernet link, set STP to 1D Addr when the C7 is connected to an 802.1d compliant switch with redundant links, or 1AD Addr when the C7 is connected to an 802.1ad compliant switch with redundant link.

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To create a CVID Action, in the bottom work area, select the tag number or whether it is untagged, and then click Create. Click the new table entry, and then define the CVID action attributes.

For E-Series system VLAN interfaces, add Ethernet ports (and/or link aggregation groups or EAPS domain, as required) to the VLAN membership. Refer to the appropriate user guides for setting details.

Set the Interface Role as Trunk. Or, if the port must perform any tag actions, set the Interface Role to Edge.

To create a tag action on the Edge interface, click Create in the bottom work area, click on the new table entry, and then define the tag action attributes.

8. Click Apply to apply all new provisioning updates. In the confirmation dialog box, click OK.

Using the Provision Ethernet Topology Tool for Video Applications

Use the following procedure to configure VLANs and VLAN interfaces for VLAN-per-service and VLAN-per-subscriber video applications.

Note: This tool is used exclusively for Ethernet topologies and does not provision video over ATM/SONET on the C7 OC transport.

To configure VLANs and VLAN interfaces for data applications

1. On the Navigation Tree, click the Network Group level.

2. On the Work Area, click Topology.

3. From the toolbar, click Action > Provision Ethernet Topology to open the Provision Ethernet Topology tool dialog box.

4. In the tool's graphical (upper) work area, select Navigate from the tool mode list, then do the following:

a. Arrange the node icons by clicking and dragging them into position, as required.

b. (Optional) To change the default Virtual Bridge on a C7 shelf, right-click the C7 and in the Default VB list, select a Virtual Bridge ID to use for the VLAN provisioning.

c. Click Apply, if you made changes.

d. Select VLAN from the tool mode list.

e. In the drop-down list that appears to the right, do one of the following:

Select an existing VLAN from the list.

To search for an existing VLAN, select Search for VLAN. In the Search VLAN dialog box that displays, enter the VLAN ID, and then click OK.

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To create a new VLAN, select New VLAN. In the New VLAN dialog box that displays, enter the VLAN ID, and then click OK.

f. Click the icon for each node on which to add the VLAN.

5. In the tool's table (lower) work area, click the VLAN-node listing in the table, and then configure as appropriate for the node:

For C7, click the APP MODE (Application Mode) column to define the forwarding mode to use as Application Mode = Routed.

For E-Series systems, refer to the appropriate user guides for settings details.

Note: If IGMP proxy mode will be configured, the VLAN ID must match the video VLAN Tag parameter (at the Network level, click Video > Provisioning to view this parameter).

6. In the tool's graphical (upper) area, click each icon again to select the group or Ethernet port(s) to add to the VLAN. Click Edit to open the VLAN-IF tab.

Note: To configure a protected Ethernet link, create a VLAN interface for another Ethernet port in the same bridge.

7. In the tool's table (lower) work area, click the VLAN-IF tab and then click each node on the tool bar to define the VLAN interface parameters.

For C7, define the following parameters:

Set the Port Type as Trunk. Or, if the port must perform any tag actions, set the Port Type to Edge.

To configure a protected Ethernet link, set STP to 1D Addr when the C7 is connected to an 802.1d compliant switch with redundant links, or 1AD Addr when the C7 is connected to an 802.1ad compliant switch with redundant link.

To create a CVID Action, in the bottom work area, select the tag number or whether it is untagged, and then click Create. Click the new table entry, and then define the CVID action attributes.

For E-Series system VLAN interfaces, add Ethernet ports (and/or link aggregation groups or EAPS domain, as required) to the VLAN membership. Refer to the appropriate user guides for setting details.

Set the Port Type as Trunk. Or, if the port must perform any tag actions, set the Port Type to Edge.

To create a tag action on the Edge interface, click Create in the bottom work area, click on the new table entry, and then define the tag action attributes.

8. Click Apply to apply all new provisioning updates. In the confirmation dialog box, click OK.

9. If you require more than one VLAN for other uplink applications (for example, to separate traffic for different ISPs), repeat steps 5, 6, 7 and 8 to create additional VLANs.

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10. In the tool's graphical (upper) work area, right-click the C7 that has the uplink card to associate a virtual router's IP interface to the active VLAN, select Associate IP-IF Port, and then do one of the following:

Select an IP interface that exists on one of the listed virtual routers.

To create an IP interface, select New, define the IP address, netmask, and then click OK.

11. In the tool's table (lower) work area, do the following:

a. Set the DHCP Relay Enable to Y (Yes).

b. Click Apply to apply all new provisioning updates. In the confirmation dialog box, click OK.

12. In the tool's graphical (upper) work area, right-click the C7 that has the uplink card to create a default route to the upstream (gateway) router, select Modify IP Routes, and then do one of the following:

Hover over an IP interface that exists on a virtual router and select from the routes displayed.

To create a default route, select New, define the IP address of 0.0.0.0, the netmask of 0.0.0.0, the upstream router IP address as the gateway address, and then click OK.

Note: The gateway IP address must belong to the same subnet as the uplink virtual router IP interface.

13. To create at least one additional static IP route to the STB-side subnet of the IRC, do the following:

a. Right-click the C7 that has the uplink card, select Modify IP Routes, select New from the virtual router.

b. Define the destination network IP address, the destination subnet mask, the next-hop IP address (the next router interface in the path to the destination network), and then click OK.

Note: To enable forwarding to other external subnets, create additional static IP routes as needed (if there are multiple STB subnets).

14. Click Apply to apply all new provisioning updates. In the confirmation dialog box, click OK.

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Using the Provision Ethernet Topology Tool for Voice Applications

Use the following procedure to configure VLANs and VLAN interfaces for voice applications.

Note: This tool is used exclusively for Ethernet topologies and does not provision TDM voice transport applications on the C7.

To configure VLANs and VLAN interfaces for voice applications

1. On the Navigation Tree, click the Network Group level.

2. On the Work Area, click Topology.

3. From the toolbar, click Action > Provision Ethernet Topology to open the Provision Ethernet Topology tool dialog box.

4. In the tool's graphical (upper) work area, select Navigate from the tool mode list, then do the following:

a. Arrange the node icons by clicking and dragging them into position, as required.

b. (Optional) To change the default Virtual Bridge on a C7 shelf, right-click the C7 and in the Default VB list, select a Virtual Bridge ID to use for the VLAN provisioning.

c. Click Apply, if you made changes.

d. Select VLAN from the tool mode list.

e. In the drop-down list that appears to the right, do one of the following:

Select an existing VLAN from the list.

To search for an existing VLAN, select Search for VLAN. In the Search VLAN dialog box that displays, enter the VLAN ID, and then click OK.

To create a new VLAN, select New VLAN. In the New VLAN dialog box that displays, enter the VLAN ID, and then click OK.

f. Click the icon for each node on which to add the VLAN, and then click the icon again to select the group or Ethernet port(s) to add to the VLAN.

5. In the tool's table (lower) work area, node-VLAN listing in the table, and then configure as appropriate for the node:

For C7, click the APP MODE (Application Mode) to define a forwarding mode to use. Create the VLAN with Application Mode = Routed if an H.248 uplink (or ONT SIP L3 uplink model), or VLAN per Service for all other VoIP uplink applications.

For E-Series systems, refer to the appropriate user guides for settings details.

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6. In the tool's graphical (upper) area, click each icon again to select the group or Ethernet port(s) to add to the VLAN.

7. In the tool's table (lower) area, click the VLAN-IF tab and then click each node on the tool bar to define the VLAN interface parameters.

For C7, define the following parameters:

Set the Port Type to Trunk. Or, if the port must perform any tag actions, set the Port Type to Edge. (For Edge ports, you must also create a CVID Reg entry to define how the port will handle tag translations.)

Set ARP Learning to Y for H.248/routed VLAN applications.

Set DHCP Directionality to None or Server for ONT SIP applications, as required.

Set DOS Protection to N.

Set VB Port Direction to Both (Unsecure).

Set S-Tag Type to match the EtherType stamping setting at the far end of the link.

To support RSTP on the Ethernet link, complete the additional steps below. Otherwise, set the STP to OFF to disable RSTP.

Set the RSTP/spanning tree mode to match the far end switch (1D Addr or 1AD Addr).

Set the STP priority value or leave the box blank to accept the default.

For E-Series system VLAN interfaces, add Ethernet ports and link aggregation groups or EAPS domain, as required, to the VLAN membership. Refer to the appropriate user guides for setting details.

8. Click Apply to apply all new provisioning updates. In the confirmation dialog box, click OK.

9. If you require more than one VLAN for other uplink applications (for example, to separate traffic for different ISPs), repeat steps 5, 6, 7 and 8 to create additional VLANs.

10. In the tool's graphical (upper) work area, right-click the C7 that has the uplink card to associate a virtual router's IP interface to the active VLAN, select Associate IP-IF Port, and then do one of the following:

Select an IP interface that exists on one of the listed virtual routers.

To create an IP interface, select New, define the IP address, netmask, and then click OK.

11. In the tool's table (lower) work area, do the following:

a. Set the DHCP Relay Enable to Y (Yes).

b. Click Apply to apply all new provisioning updates. In the confirmation dialog box, click OK.

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12. In the tool's graphical (upper) work area, right-click the C7 that has the uplink card to create a default route to the upstream (gateway) router, select Modify IP Routes, and then do one of the following:

Hover over an IP interface that exists on a virtual router and select from the routes displayed.

To create a default route, select New, define the IP address of 0.0.0.0, the netmask of 0.0.0.0, the upstream router IP address as the gateway address, and then click OK.

Note: The gateway IP address must belong to the same subnet as the uplink virtual router IP interface.

13. Click Apply to apply all new provisioning updates. In the confirmation dialog box, click OK.

After using this tool

Applies only to Routed uplinks, for H.248 gateway support or alternate ONT SIP (L3) uplink option.

Configure the virtual router to support IP addressing for SIP hosts using one of the following methods:

• DHCP relay: To use DHCP relay to provide IP addresses to ONT SIP hosts, create a DHCP server connection on the uplink virtual router.

• Static hosts: To use static IP addresses for ONT SIP hosts, create static IP hosts on the uplink virtual router's IP host table.

After Using the Tool Before adding subscriber connections, you may need to identify a network uplink to use for subscriber services activation from CMS. Once identified, the uplink will be available to select from the CMS subscriber activation tools.

Configuration guidelines For data uplinks, you must create an uplink AID.

For unicast video uplinks, you must create an uplink AID.

(Multiprotocol video) For video uplinks that provide service to subscribers on ADSL2-based cards, you must also create an uplink AID. This will identify the EPG channel source for a shelf (selected under 'EPG Src Address' in CMS subscriber activation tools).

For shelves with video ingress via an Ethernet uplink, create an uplink ID with Uplink Type = VLAN.

For remote shelves with video ingress via SONET transport, create an uplink ID with Uplink Type = OC Card.

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Creating an uplink ID (for Ethernet data uplinks and EPG sources)

Follow the steps below to create an uplink AID for Ethernet data uplinks and EPG sources (for ADSL2-based video subscribers).

To create an uplink ID to use for subscriber activation (CMS only)

1. On the Navigation tree, select the C7 network to configure.

2. In the Work area, click Subscriber > Uplinks.

3. On the toolbar, click Create to open the Uplink AID dialog box.

4. In the Uplink ID box, type an index ID number for the uplink.

5. In the Uplink Type list, select one of the following options to identify the uplink type:

VLAN: For Ethernet uplinks using a Virtual Bridge (Multiprotocol).

Local VLAN: For Ethernet uplinks using the Local Bridge (EXA).

6. If you selected 'Local VLAN' in Step 5, skip to Step 7. Otherwise, for VB-based VLANs, do the following:

a. In the Shelf Address list, select the shelf containing the uplink card.

b. In the Uplink Address list, select the system address of uplink. For example, for a VB-based VLAN, select the uplink Virtual Bridge.

7. In the S-VLAN list, select the service VLAN ID.

8. (Optional) In the Description box, type a brief description for this uplink VLAN.

9. Click OK to add the VLAN to the uplink list for CMS subscriber activation tools.

Creating an uplink ID (for SONET EPG sources)

Follow the steps below to create an uplink AID for SONET EPG sources (for ADSL2-based video subscribers on remote shelves).

To create an uplink ID to use for subscriber activation (CMS only)

1. On the Navigation tree, select the C7 network to configure.

2. In the Work area, click Subscriber > Uplinks.

3. On the toolbar, click Create to open the Uplink AID dialog box.

4. In the Uplink ID box, type an index ID number for the uplink.

5. In the Uplink Type list, select OC Card.

6. In the Shelf Address list, select the shelf containing the OC card.

7. In the Uplink Address list, select the system address of the OC card.

8. (Optional) In the Description box, type a brief description.

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9. Click OK to add the OC card to the uplink list for CMS subscriber activation tools.

Note: In CMS versions 11.1.365 and lower, uplink AIDs for the EPG source could be created by selecting an STS facility on an OCn card. For subscriber ports originally provisioned with CMS versions lower than 11.1.365, uplink AIDs that specify STS facilities may remain in effect and continue to appear in CMS subscriber activation tools as the EPG source. However, new subscribers cannot be provisioned with such uplink AIDs. Instead, uplink AIDs that specify an OCn card, not an STS facility, must be created and used for the EPG source.

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Creating a TDM Gateway Service Group For C7 TDM Gateway service, you must configure the SIP voice concentration group (SIP VCG) on the C7 network and add a VoIP connection to the E7, AE ONT, or E3/E5-100 platform. For details, see the Calix C7 VoIP Services Guide. If you use CMS to provision a C7 TDM Gateway service, you specify the CSIP VCG in a TDM Gateway Service Group that is referenced when you activate the service.

This topic describes how to create a TDM Gateway Service Group that defines the C7 network and interface groups used for delivering the TDM Gateway service, allowing CMS to automatically create and validate C7 gateway cross-connects.

Parameters

You can provision the following parameters for TDM Gateway service groups:

Parameter Description Valid Options

ID* Index of the TDM Gateway service group. Any value between 1-1000, inclusively.

Description Unique name that indicates the entire description of the C7 network and Calix C7 gateway interface group used for this TDM service group. This value is auto-filled once the network name and interface groups are selected.

String text If left blank, the system automatically enters the combination of names for the selected C7 network and interface groups.

C7 Network Name* Name of the C7 network where the interface groups have been created for C7 TDM gateway.

Any available configured C7 network where the required interface groups exist.

GR303/GR8 IG* GR-303/GR-8 Interface Group (IG) for CMS to use for automatically creating the cross-connects.

Any available GR-303/GR-8 IG that is established on the selected C7 Network.

SIPVCG IG* SIP Voice Concentration Group Interface Group (IG) for CMS to use for automatically creating the cross-connects.

Any available SIP VCG IG that is established on the selected C7 Network.

OSMINE-Compliant Northbound Interface use only Parameters applicable for E7 GPON and xDSL ports when the OSMINE-compliant Northbound Interface has been installed with

CMS. If you are defining end-to-end E7 TDM voice service provisioning, enter the applicable information in the fields.

Enabled Whether the service group is enabled for use. Y (default)

= enabled, N = disabled

*Required field

To create a CMS TDM gateway service group

1. On the Navigation Tree, click CMS.

2. Click System > TDM Service Group.

3. In the menu, click Create.

4. Reference the table above to configure the parameters.

5. Click Create to save the service group.

Apply a TDM gateway service group when you create a TDM voice service on an E7 system via CMS.

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Managing E7 OS Nodes CMS support for Calix E7, E3-48C, E5-48/C and E5-400 platforms includes the following features:

• Organize E7, E3-48C, E5-48/C and E5-400 platforms in CMS network groups.

• View and manage alarms in the CMS Alarm Table and perform historical queries of alarms. See Fault Management (on page 237).

• Add E-Series system nodes in CMS.

• Search in the CMS database based on user-defined criteria. See Searches and Inventory Reports (on page 92).

• Use a GoogleMaps interface to create a customized topology view. See Working in Map View (on page 87).

• Open a cut-through Telnet session. See Using the Cut-Through Telnet or Web Interface (on page 147).

• For E7 system nodes, create global profiles and subscriber templates that can be shared with the AE ONT services. See the Calix E-Series Turn-Up and Transfer Guide and Calix E-Series GPON Applications Guide.

• For E7 system nodes, use the Services screen to activate voice, data, and video subscriber services. See the publication, Calix E-Series Applications Guide.

For configuration and other details, see the Calix E-Series user documentation.

Adding an E7 OS node in CMS Adding a device to a CMS network group allows management of the device from CMS. Part of the process of adding the device to the network group involves setting up CMS as a trap destination on the node.

Optionally, you can create a graphical link from another Calix network element, such as a C7 shelf, and view the link in Topology view.

Note: Creating a device requires Full CMS Administration privileges.

You can provision the following parameters when adding an E7 OS node to CMS:

Parameter Description Valid Options

Name

A unique name for the device. Note: This name is case-sensitive. In addition, you cannot use the same name for a device that has already been created.

A string of up to 48 characters, including letters, numbers, and special characters: _ (underscore), - (hyphen), . (dot)

Location* The parent network group for the new device. A previously created network group.

IP Address 1* The device IP address. A valid IP address.

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Parameter Description Valid Options Netconf Port* The Netconf port to use for the node. 830 (default)

SNMP Version* The SNMP version to use for the device v1 v2c (default) v3

SNMP Community SNMPv1/v2c: In the SNMP Community box, leave the field blank to use the default community string defined in CMS, or type the community string specific to the device. SNMPv3: Leave the SNMPv3 User Name and Password fields blank to accept the default settings defined in CMS, or type the SNMP user name and password specific to the device. In the SNMPv3 Access Control list, select the encryption setting to use.

SNMP Inform* Specifies whether the message type of outgoing messages is "INFORM." Otherwise, the message type is "TRAP." INFORM messages carry the same data as TRAPS, but are acknowledged by the recipient or otherwise resent until they are acknowledged (5 retries, 1 second timeout).

Y = inform N = trap (default)

HTTP Port* The port to use for a nonsecure connection.

A nonsecure port. 80 (default)

HTTPS Port* The port to use for a secure connection. A secure port. 443 (default)

Network Login Username* The user name or ID used to log in to the device. If you are using the default login user name, that user name displays in this field.

Network Login Password* The user name or ID password associated with the username to log in to the device.

Auto Connect* Yes (Y) automatically attempts to reach to the node via SNMP approximately once every minute. No (N) turns off this feature. Note: If you set the Auto Connect parameter to N (do not automatically reconnect) and the node gets disconnected, it will be skipped when a scheduled task runs.

Y (default) N

Enable Global Profile* Accept the default Y (Yes) to automatically synchronize global profiles with CMS, or select N (No) to create the device without synchronizing global profiles.

Y (default) N

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Parameter Description Valid Options Address Location info Specify an address or a latitude and

longitude for viewing the new node icon in Map View. Click the ellipsis button to the right of the Address Location Info box to open the entry dialog box, and do one of the following: Type the address location in the box

provided. Click OK to save the information.

Click the Enter Lat/Lng radio button and type the latitude and longitude in the respective boxes. Click OK to save the information.

Network Subtype* Select the node subtype. Note: For E5-48 and E3-48 r2 nodes only. Important! The subtype must be correct, or the node will not connect to CMS.

E5-48 E5-48 (default) E5-48C E3-48R2 E3-48CR2-DMT (default) E3-48CR2 E3-48R2-DMT E3-48R2

* User input required

To add an E7 OS unit to a CMS network group

Note: Default SNMP and network login settings are defined in the Systems Settings Work Area.

1. On the Navigation Tree, select a network group.

2. Click Network Details > <E7 OS Type>.

3. From the menu, click Create.

Note: You must be in the Topology, Map View, or Network Details Work Area to create a node.

4. In the New dialog box, reference the table above to provision the parameters.

5. At the bottom of the New Node dialog box, click OK to create the node.

6. (Optional) In the network group Topology Work Area, move the new node icon by clicking and dragging it.

7. (Optional) Create a graphical link to view the device in a network topology.

Once the node has been added in CMS, if you have not already done so, set the SNMP trap destination on the node using the System Turn Up screen. You can use CMS to access the Web cut-through for the device.

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Viewing or Modifying Node Details After adding an E7, E3-48C, E5-48/C or E5-400 in CMS, you can view or edit the parameters listed in the following table:

Network Detail Description

Display Name The name that displays next to the unit on the Navigation Tree.

Network Group* The parent network group under which the unit is nested on the Navigation Tree.

Connection State The current unit connection status (Connected, Connecting, Diagnosing, Disconnected, Dynamic Synchronizing, Partially Connected, Secure Connecting, Synchronized, Synchronizing, or Unknown).

IP Address* The IP address of the node.

Port* The netconference port to use for the node.

SNMP Version Support The SNMP version used for this device.

SNMP Inform* Specifies whether the message type of outgoing messages is "INFORM." Otherwise, the message type is "TRAP." INFORM messages carry the same data as TRAPs, but are acknowledged by the recipient or otherwise resent until they are acknowledged (5 retries, 1 second timeout). N (No = trap) Y (Yes = inform)

HTTP Port* The port to use for a nonsecure connection. Default=80

HTTPS Port* The port to use for a secure connection. Default=443

Device Type* E7, E3-48C, E5-48/C and E5-400

Sub Type* (E5-48 only) The network subtype.

Network Login Name* The user name or ID used to log in to the device. If you are using the default login user name, that user name displays in this field.

Auto Connect* Yes (Y) automatically attempts to reach to the node via SNMP approximately once every minute. No (N) turns off this feature. Note: If you set the Auto Connect parameter to N (do not automatically reconnect) and the node gets disconnected, it will be skipped when a scheduled task runs.

Time Zone* Specifies the network time zone in the number of hours in relation to GMT. When you create a network, you assign it to a time zone.

Running Version Specifies the software version currently running on the device. Note: The device can hold two versions of the software. See the following two field definitions to understand how the Alternate Version is used.

Committed Version The version of the software (Running Version or Alternate Version) configured as the version that will be used when a device resets due to a failure condition (such as a power failure). Note: For information on how to toggle the Committed Version locally, see the Calix E7, E3-48C, E5-48/C or E5-400 documentation.

Alternate Version The non-running version of software that is loaded on the device.

Global Profile Enabled* Specifies whether global profiles are enabled (Y) or disabled (N).

* Parameters listed above with an asterisk can be edited.

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Viewing and editing E7, E3-48C, E5-48/C or E5-400 details requires Full CMS Administration privileges.

To view and edit E7, E3-48C, E5-48/C and E5-400 details

1. On the Navigation Tree, click the root region, parent region, or network group.

2. In the Work Area, click Network Details > and the model name of the device.

3. To edit a parameter, do the following:

a. In the node list, single-click the row of the the device to edit.

b. In the Edit row, modify the editable parameters as needed.

c. Click Apply, and then click OK to save the new settings.

Deleting an E7, E3-48C, E5-48/C and E5-400 node requires Full CMS Administration privileges.

Note: E7, E3-48C, E5-48/C and E5-400 nodes can be deleted in a synchronized or unsynchronized (disconnected) connection state.

To delete an E7, E3-48C, E5-48/C or E5-400 node

1. On the Navigation Tree, click the root region, parent region, or network group.

2. In the Work Area, click Network Details > and the model name of the device.

3. In the node list, single-click the row of the the device to delete.

4. If the node displays as Connected in the Connection State column, do the following:

a. In the toolbar, click Action > Disconnect.

b. Click OK to confirm the action.

5. In the toolbar, click Delete, and then click OK to confirm the deletion.

Troubleshooting an E-Series System Connection If you cannot connect to a node from CMS, perform the following troubleshooting steps.

Note: CMS uses an HTTP session to access the embedded Web interface for managing E-Series platforms. If a CMS Desktop user session is open for more than 12 hours, the HTTP session automatically times out. To re-access the Web interface, you must close and re-start CMS Desktop.

To troubleshoot a disconnected device

1. Check the following:

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If a TrapRegFailed alarm has been raised against the node, see the troubleshooting steps in Troubleshooting a TrapRegFailed Alarm (on page 130).

Log in to the Web interface, navigate to the Craft Management Interfaces screen, and verify that the IP address in the IP box matches the IP address used in CMS.

Ask your CMS system administrator to open a shell on the CMS server and ping the IP address of the node to confirm that it can be reached.

If the IP address can be reached and a NTWK DROPPED (Network Dropped) alarm persists, contact Calix TAC to troubleshoot the SNMP setup on the node.

2. Manually connect to the node. See Manually Disconnecting and Connecting a System Node (on page 131).

Troubleshooting a TrapRegFailed Alarm When adding an E-Series node to CMS or manually connecting to a node that is disconnected, the system automatically attempts to add CMS as a trap destination in the node. If successful, the node sends SNMP traps to the CMS server using port 162. If unsuccessful (for example, the node already contains the maximum number of trap destinations), CMS reports a TrapRegFailed alarm.

A TrapRegFailed alarm indicates node SNMP traps sent to the CMS server from the alarmed Calix device are unsuccessful.

Recommended Action

1. In a terminal window or remote telnet or SSH session, log in as a root user on the host server. Verify that the entries in the etc/hosts file are correct:

At the command prompt, type the following: cat /etc/hosts

Use a text editor to edit or add the CMS server static IP address and DNS name to match the following example:

127.0.0.1 localhost.localdomain localhost

172.21.90.15 cmsserver

where 172.21.90.15 is the CMS server static IP address and cmsserver is the name of the CMS server.

Note: Restarting the CMS Server is not required.

2. Do one of the following:

B6 node: Add the trap destination (in the B6 Web interface, click System > SNMP Traps).

E3/E5-100 node: Delete one of the trap destinations (in the Configurator interface, click Advanced Applications > Access Control > SNMP).

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E7, E3-48C, E5-48/E5-48C, E5-400 node: Add or update the trap destination (in the E7 Web user interface, click Management > SNMP > TRAP Destination).

3. (For E-Series devices) Manually register CMS as a trap destination:

On the Navigation Tree, click the root region or the parent network group of the node.

In the Work Area, click Network Details, and then click the node type.

In the device list, click the node(s).

Click Action > Register Trap.

4. If the above steps do not clear the alarm, delete and recreate the node in CMS.

Manually Disconnecting and Connecting a System Node When you add a node to CMS, the system automatically confirms that the node can be reached via SNMP approximately once every minute.

You can manually disconnect a unit and reconnect it, for example, after troubleshooting a connection issue.

To manually disconnect (connect) to a node

1. On the Navigation Tree, click the parent network group of the unit.

2. In the Work Area, click Network Details, and then click the node type.

3. In the device list, select the unit(s).

4. Click Action > Disconnect or Connect.

Accessing E-Series System Configuration Settings CMS supports HTTP and HTTPS sessions with units based upon the device security settings.

To access and modify configuration settings, you must have Full Configuration Management permission as well as Write permission for the region in which the parent network group is nested.

Note: To change parameters of an existing service, first remove the service and then re-add the service with new parameters, especially if using 3rd party provisioning equipment.

Once you have added a unit to CMS, on the Navigation Tree, expand the network group and click the unit. Tabs for each configuration area display in the Work Area.

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Note: CMS uses an HTTP session to access the embedded Web interface for managing E-Series platforms. If a CMS Desktop user session is open for more than 12 hours, the HTTP session automatically times out. To re-access the Web interface, you must close and re-start CMS Desktop.

For product information and provisioning instructions, log in to the Calix Resource Center and follow the link to the Calix Documentation Library. In the navigation pane on the left, click E-Series and locate the links to the Calix documentation.

Topics Covered

This chapter covers the following topics and tasks:

Searching for VLANs

Searching for E7 GPON ONTs

Searching for Configuration Aspects

Performing a Subscriber Search

Searching for VLANs

From the Navigation Tree, CMS supports searches that filter on a range of VLANs for a single E-Series unit.

The search tool returns a list of filtered VLANs that are available from the E-Series unit selected in the Navigation Tree.

To search for E-series VLANs

1. In the Navigation Tree, select the node to expand it, and then click VLANS.

2. In the Toolbar, enter values for the VLAN Start and End to define the range of VLANs to search for and display.

3. Click Refresh to display the search results in the Work Area.

4. Click on a row of the search results to display the provisioning information of the selected VLAN.

5. Click the Back Arrow in the upper right corner to return to the search results.

Searching for E7 GPON ONTs

This topic describes how to search for E7 GPON ONTs from the E7 Navigation Tree and from the CMS Tools menu. In CMS, there are also many other aspects of the E7 for which you can perform a search.

Enter specific attributes of an ONT of which the search tool filters.

The search tool returns a list of filtered items that are available.

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Note: Once installed, ONTs and ONT attributes can be immediately accessed in the E7 inventory database in CMS.

To search for ONTs based on status

1. In the Navigation Tree, select the E7 node to expand it, and then click ONTS.

2. In the Toolbar, select whether to search or filter on all of the linked and unlinked ONTs or only the ONTs not linked to the E7.

Not linked filters on ONTs that have been discovered through the connection to an E7 system, but have not been linked to an ONT profile.

All filters on both not linked ONTs and linked ONTs, which are discovered ONTs that are linked to an ONT profile.

3. Click Apply to display the search results in the Work Area.

4. Double click on a listed ONT characteristic to display the provisioning information.

5. Click Table View to return to the search results.

To search for ONTs based on ID

1. In the Navigation Tree, select the E7 node to expand it, and then click ONTS.

2. In the Toolbar, enter the ONT ID.

3. Click Apply to display the information for the ONT that matches the ID.

4. In the Work Area, double click on an ONT characteristic to display the provisioning information.

5. Click Table View to return to the search results.

To search for ONTs based on attributes

1. In the Navigation Tree, select the E7 node to expand it, and then click ONTS.

2. In the Toolbar, click Advanced to open the Apply ONT Filter dialog box.

3. Enter as many attributes as you want to create a broad or narrow search. Refer to the Calix E7 GPON Applications Guide for information on the parameters.

4. Click Apply to display the search results in the Work Area.

5. Double click on a listed ONT characteristic to display the provisioning information.

6. Click Table View to return to the search results.

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To search for ONTs using the CMS Tools menu

1. In CMS Desktop, on the Tools menu, click Search > E-series > E3-48C/E4-400/E5-48/E7 > ONT, and then select the filter for the search:

Provisioned ONT

Discovered ONT

Quarantined ONT

2. In the Filter Criteria form, select the criteria for the various categories, if you want to narrow the search.

3. Click Submit.

4. The search results include a hyperlink that will take you to the dialog on the PON record in CMS. From here, the user can activate the ONT and create services using the CMS Service dialog.

Alternatively, you can select the type of ONT port or service on which to perform the search:

ONT Ports: ONT Services:

ONT GE

ONT FE

ONT HPNA

ONT T1/E1

ONT POTS

ONT RG

ONT FB

ONT RF

ONT HOT RF

ONT AVO

DATA/VIDEO

SIP

TDMGATEWAY

T1PWE3

H248SERVICE

MGCP GATEWAY

Alternatively, you can search for cross-platform ONTs:

a. In CMS Desktop, on the Tools menu, click Search > Multi-Platform > ONTs (C7, E7, AE).

b. In the Filter Criteria form, select the criteria for the various categories, if you want to narrow the search.

c. Click Submit.

d. The search results include a hyperlink that will take you to the dialog on the PON record in CMS. From here, the user can activate the ONT and create services using the CMS Service dialog.

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Performing a Subscriber Search

Using the CMS Desktop, you can search across Calix ONTs or ports for two distinct types of user interfaces:

Find a subscriber interface with provisioned services, based on the Subscriber ID and Description search criteria.

Find a subscriber interface with or without provisioned services, based on the Network and Port ID information search criteria.

Based on company policies and procedures, the subscriber ID can be a telephone number or another subscriber identifier.

When performing a subscriber search, keep in mind the following guidelines.

The Subscriber search locates a subscriber based on the following:

Data entered in the Subscriber and Description fields on the Services screen in CMS.

Data entered when provisioning on supported Calix devices, such as the Name and Telephone fields for ports on E3/E5-100 service units.

Node and port information for a subscriber interface can locate interfaces that have yet to be provisioned for service.

The IP/MAC search retrieves data from Calix AE ONT, C7, E3/E5-100, E7 network elements related to subscriber equipment devices downstream from ONT Ethernet interfaces.

Partial matches (equivalent to a "contains" match) are acceptable search strings.

Cross-platform subscriber port refresh frequency

Review the following system rules to understand how the CMS system refreshes subscriber port information for availability in subscriber searches:

• For Calix network elements, subscriber information that is entered using the Services screen is stored directly on the CMS database and reflects the currently provisioned data.

• For Calix C7 subscriber changes provisioned using TL1 or C7 iMS, the CMS database is updated via C7 database change events at the time the changes are made.

• For all other Calixnetwork elements, subscriber information that is entered on the local device is uploaded to the CMS database during scheduled inventory snapshot tasks. By default, the CMS system refreshes the subscriber port information once a week (on Tuesday at 1:00 AM). Depending on your company needs, it may be beneficial to increase the refresh frequency, for example, to occur daily. To change the frequency, contact Calix Technical Support.

Important: After a CMS software server upgrade, the E-Series scheduled task frequency resets to the default schedule. You must reset a customized refresh schedule after each CMS upgrade.

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To perform a subscriber search

Note: The Subscriber Search pane displays in the Work Area when you launch CMS Desktop. Step 1 below is only required if you are currently viewing the administrative and configuration Work Area menus in CMS Desktop.

1. (Optional) To return to the results of a previous search, in the drop-down list to the right of the Last Search link, select Subscriber or IP/MAC, depending on the search type you are looking up.

At the top of the screen, click the Last Search link. (Alternatively, in the status bar at the bottom of the CMS Desktop screen, click the magnifying glass icon, or on the Tools menu, click Subscriber Search.)

2. In the Subscriber box, enter the information on which to perform the search:

Enter all or part of a subscriber ID or AID. Include any characters, such as dashes, as used in the subscriber record or AID. For example:

7072936500

Enter the network name, followed by a colon (:) to search for all ports on an E-series node or C7 network whose name contains the entered name. For example:

c762:

Enter the network, followed by a colon (:), and then the node AID to search for only the ports whose network name contains the entered name and AID string. For example:

c762:N1-1-1

Enter a MAC address or IP Host address.

3. Execute the search:

Click Subscriber to view the results of a search based on subscriber information.

Click IP/MAC to view the results of a search based on an IP host or MAC address.

4. Click the subscriber ID hyperlink to view the Services screen for the port or ONT.

Scheduling Database Backups You can schedule network element database backups to occur on a one-time, daily, weekly, or monthly basis.

Your CMS system administrator can set the default FTP server options: IP address, user name, and password of the FTP/SFTP host server.

Note: If you set the node's Auto Connect parameter to N (do not automatically reconnect) and the node gets disconnected, the node is skipped when a scheduled task runs, and no failure is reported in the task details.

For instructions, see Performing Shelf and Node Backups (on page 334).

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Inventory Snapshot Options CMS automatically synchronizes the network element inventory based on ongoing database change events. In addition, a system inventory snapshot scheduled task recurs weekly.

You can optionally generate an inventory report of MAC and IP hosts on Calix networks.

Related topic Scheduling an Inventory Snapshot (on page 345)

Scheduling E7, E3-48C, E5-48/E5-48C Software Upgrades This procedure describes how to schedule a full upgrade for an E7, E3-48C, E5-48/E5-48C, or an OLT-only upgrade for an E7 system via the CMS. You may schedule an upgrade for a single or multiple nodes.

Note: When using CMS to schedule upgrades of E-series devices, a single task should not contain more than 50 networks. For more than 50 networks, wait for one task to complete before scheduling another upgrade task.

This procedure assumes that you have performed an initial upgrade to software release 2.2. Refer to the Software Upgrade Guide for the active software version on your system for instructions. For example, if your system is running R2.1, refer to the Calix E7 and E5-400 R2.1 Software Upgrade Guide.

Upgrade Options

A scheduled CMS software upgrade task includes the following options:

Both File Distribution and Reset: Transfer the new software release and reset each node to operate with the new software.*

File Distribution Only: Transfer the new software release to each node included in the scheduled task without initiating a reset.

Reset Only: Reset each node to start operating with the new software.*

The upgrade options available depend on the platform and deployed GPON ONTs.

For E-Series VDSL2 systems and E3-8G OLT, there is only one upgrade process for a system upgrade.

This includes shelves with VDSL2 cards, shelves with a VCP card, or independent VDSL2 nodes (E5-48, E5-48C, E3-48C, and E3-48C r2). However, a VCP is managed as a standalone unit that, MUST be upgraded independent of E7-2 systems. A single VCP image supports both VCP-192 and VCP-384 cards. Note: You can only upgrade the VCP by the inband management path of the E3-48 r2, the craft-fe can NOT be used to upgrade the VCP.

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E7 GPON System Upgrade Options

There are system upgrade options depending on the deployed ONTs and whether the system upgrade package bundles (includes) the ONT images:

bundled = 700/836 P-Series ONTs (earlier than R3.1 only)

unbundled = 844G/854G GigaFamily and T-Series ONTs (also P-Series R3.1 and later)

For ONT images that are "bundled" with system software, they are also available as a separate package to allow for ONT-only firmware upgrades.

For ONT images that are only available "unbundled" with system software, —such as the 844G and 854G GigaCenters— you must use the ONT-only upgrade to load the ONT images onto the E7 GPON OLT so that when you deploy the ONTs and attach them to the GPONs, the appropriate firmware for operation will be pushed down from the E7 to the ONTs.

For R2.3.50 and later versions of E7 GPON systems, Calix supports the following upgrade options:

Merge firmware (Retains ONT images and then upgrades OLT and P-Series):

Merges the previous “include-bundled” and “retain-existing” actions for handling stored ONT firmware images. This option upgrades the E7 system and P-series with ONT images included in the E7 package. All other ONT images (for example, T-Series, GigaFamily, and GPON interface adapter module) that are not part of the system upgrade package and are currently on the system OLT are retained. Then, perform an ONT-only upgrade to install the newest unbundled ONT images. For an OLT and ONT combination upgrade process, you can preload system software and ONT firmware, and then reset the system.

Note: This is the recommended option for upgrading systems with GigaFamily or T-Series ONTs. However, when a system upgrade is from a version prior to the version that includes the "merge" option (R2.3.60), you must re-load any GigaCenter and T-Series ONT images after the system upgrade.

Retain existing ONT firmware (Only upgrades OLT):

Upgrades the E7 system only, retaining GPON ONT image(s) that are currently on the system. You can then independently upgrade P-Series, T-Series, and GigaFamily ONTs, using the ONT-only upgrade process.

Include bundled ONT firmware (Removes ONT images and then upgrades OLT and P-Series):

Upgrades the E7 system software, removes all existing ONT images (regardless of how they were installed onto the system), and then installs the ONT images (P-Series only) in the E7 package.

For R3.1 and later E7 GPON systems, Calix supports the above upgrade options and the additional following option:

No packages of ONT firmware (Removes ONT images and then upgrades OLT)

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Removes all existing ONT images (regardless of how they were installed onto the system) and upgrades the E7 system software. When you preload new ONT images to the system before using this option, upon system reset the OLT and ONTs restart using the new software and firmware.

Note: Although R3.1 does not bundle ONT images with system software, the upgrade options above can still be used.

ONT Mode

Below R3.1.0 R3.1.0 and Above

P-Series Other ONTs All ONTs

Merge-bundled (default)

Upgrade Retain Retain

Include-bundled Upgrade Remove Remove

Retain-existing Retain Retain Retain

No-packages --- --- Remove

Unbundled ONT Firmware ONT-only Upgrade

Upgrades all compatible P-Series, T-Series, or GigaCenter ONTs configured in the E7 system, or a subset of those ONTs, without upgrading the E7; allows a single instance of an ONT image type to be upgraded on a PON at a time.

Calix recommends using a CMS scheduled task to automate the ONT-only upgrade process.

Preloading ONT Firmware

For R2.5 and later versions of E7 GPON systems, Calix supports the process of downloading unbundled ONT images prior to resetting and activating the new E7 system software. Then you can invoke a single system reset at a convenient time to start the system running new software and the ONTs running new firmware.

See Preloading ONT Firmware for a GPON System Upgrade.

Calix recommends using a CMS scheduled task to automate the ONT-only upgrade process.

* When resetting the software, you apply one method of resetting the nodes included in the scheduled task:

Sequentially: For ring network topologies, perform a reset on one node at a time.

In Parallel: For linear chain network topologies, perform a reset on all nodes in parallel.

Following the software reset, the new system software is committed as the default software.

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Note: For a sequential upgrade, CMS acts as the master during the software reset phase. If the CMS server shuts down before the scheduled task completes, you can re-run the task once CMS is restored (in the scheduled task list, right-click the task and click Re-Run). This restarts the software upgrade task from the beginning, including file distribution.

Calix recommends using the CMS “ONT Firmware Upgrade” scheduled task to automate ONT-only upgrade process.

Service-affecting procedure

• Calix recommends performing the reset phase of the upgrade during a maintenance window.

• For linear chain topologies, the reset phase is service-affecting for several minutes.

• For non-redundant services on ring topologies, the upgrade reset phase is service-affecting for several minutes.

• For redundant services on ring topologies, the reset phase causes a momentary disruption in service, and the network runs without alternate path protection.

ALERT! Calix strongly recommends scheduling separate software upgrade tasks for ring and linear-chain network topologies.

Do not schedule a Sequential upgrade for a linear-chain network topology, as this results in multiple service outages of several minutes each during the reset phase.

To schedule an E7, E3-48C, or E5-48 software upgrade

1. Identify the network topology (ring or linear-chain) for the nodes to be upgraded.

2. On the Navigation Tree, click CMS.

3. In the Work Area, click System > Scheduled Tasks > Software Upgrade.

4. In the toolbar, click Create, and then click the type of node you are upgrading.

The New Upgrade Task dialog box opens.

5. In the Schedule Options area, select Schedule for later and then click the calendar icon to open the Select Date dialog box. Use the scroll buttons to view the next (or previous) month or year, click the date to start the upgrade, and then click OK. In the hour (hr) and minute (min) lists, select the time for the download to start.

6. In the Upgrade Software area, do the following:

a. In the Upgrade Option list, select the action to perform: Both File Distribution and Reset, File Distribution Only, or Reset Only.

b. (E7 only) In the ONT Mode list, select whether to upgrade the ONT firmware image(s): Include Bundled to transfer the ONT firmware with the OLT software, or Retain Existing to retain the existing ONT firmware that is currently in use.

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c. In the Source FTP Server box, type the IP address of the FTP server to use.

d. In the Source FTP User and Password boxes, type the credentials for accessing the server.

e. In the Source Directory Path box, type the path and file name for the release files. Alternatively, click the ellipsis button to the right of the box and browse to the folder location.

f. In the Version box, enter the release version that you will be transferring to the E-Series system (for example, 2.2.1.100).

g. In the Forced list, indicate whether to upgrade the system using the transferred file, even if that version is already present on the platform.

Note: Steps 6g to 6i are not applicable for a File Distribution Only task.

h. In the How to Reset list, select one of the following:

Sequentially: For ring network topologies, perform a reset on one node at a time.

In Parallel: For linear chain network topologies, perform a reset on all nodes in parallel.

Note: Do not mix ring and linear chain networks in the same scheduled task.

i. (Optional, for In Parallel scheduled tasks) In the Delay Time box, type the number of seconds to wait after file distribution before beginning the reset phase. Leaving the box empty starts the reset phase as soon as file distribution completes.

j. (Optional, for Sequentially scheduled tasks) By default, the Abort check box is not selected. To stop a reset operation if a device fails to boot up, select the Abort check box.

7. In the Network Selection area, select the network groups and nodes to upgrade. To select a root region, network group, or a single node, right-click over it, and then click Select. The square to the left of the network group or node changes to green to indicate that it is included.

Note: Only include nodes configured in a ring topology for a Sequential reset, or nodes configured in a linear-chain topology for an In-Parallel reset.

a. Select the root region to include all E-Series nodes (depending on the selected upgrade task type).

b. Expand or double-click the root region to view the network groups. Expand or double-click a network group to view the nodes under it. Selecting a network group selects all E-Series nodes under it. Selecting an E-Series node only selects a single node.

c. Repeat Step 7b for each additional network group or node to include in the upgrade. To remove a selected network group or node from the upgrade, right-click it and click Un-Select.

8. At the bottom of the New Upgrade Task dialog box, click OK to save the settings.

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Link Layer Discovery Protocol (LLDP) Network topology provides critical information required for optimizing the use of network resources, and resolution of network troubles. While CMS provides tools for rendering network topologies, these tools rely on human provisioning and are thus error prone. With the introduction of E7 R2.3, the E7 platform supports Link Layer Discovery Protocol (LLDP).

Each node stores a database of peer nodes and interfaces that can be discovered and used by CMS to render layer 1 topology by downloading this stored info from nodes into CMS Database using inventory task. You can then use this topology to provision and troubleshoot network troubles, and by Compass for network and service planning, as well as network resource optimization.

CMS R13.1 and higher supports LLDP management of the following lines units and platforms:

E7 GE-24x

E7 SCp-10GE

E7-GPON-4

E7 GPON-8

E7 10GE-4

E7 GE-24

E7 GE-12

E7 VDSL2-48C

E7 VDSL2-48

E3-48C

E5-48/48C

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E5-30x/E5-520

Create a CMS 13.x Topology using LLDP

1. Complete an inventory snapshot schedule (on page 345) task. This LLDP information will be stored in the database, and CMS will create the topology links reported by the E7 automatically.

Scheduling an ONT-Only Firmware Upgrade in CMS This procedure describes how to schedule an ONT-only upgrade for an E_Series GPON system via the CMS. You may schedule an upgrade for a single or multiple nodes.

To schedule an ONT-only upgrade

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > Scheduled Tasks > ONT Upgrade.

3. In the toolbar, click Create.

The New ONT Firmware Upgrade Task dialog box opens.

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4. In the Schedule Options area, do the following:

a. Select Schedule for later and then click the calendar icon to open the Select Date dialog box. Use the scroll buttons to view the next (or previous) month or year, click the date to start the upgrade, and then click OK. In the hour (hr) and minute (min) lists, select the time for the download to start.

b. To configure the task to recur on a daily or monthly basis, click Recurring, and then select the task frequency by clicking the Daily or Monthly radio button. For daily backups, click the check box next to each day of the week to schedule a backup, or click All.

c. To specify a date and time to end a recurring backup, click Stop after and select the date, hour, and minutes.

5. In the Upgrade Info area, do the following:

a. In the Release Name box, enter the ONT release version that you will be transferring. For example, CALIX_P-SERIES_10.6.0.40.

b. Leave the System Version field blank, unless you want to stage ONT firmware as part of a system upgrade process. See Preloading ONT Firmware for a System Upgrade https://www.calix.com/content/calix/en/site-prod/library-html/systems-products/e-series/sysop/e7-ud/r2-6/26-sysupgr/83657.htm in the Calix E-Series System Upgrade Guide.

c. In the FTP Server box, type the IP address of the FTP server to use.

d. In the Username box, type the username credentials for accessing the FTP server.

e. In the Password box, type the password credentials for accessing the FTP server.

f. In the Path box, type the path and file name for the release files. Alternatively, click the ellipsis button to the right of the box and browse to the folder location.

g. (Recommended) Leave the FTP Server Validation check box selected to validate the FTP IP address, user name, and password, as well as write permission to the FTP folder.

h. In the Retrieve box, select Y to transfer the ONT firmware to the OLT system.

i. In the Download box, select Y to download the files from the OLT to the ONT(s).

j. In the Activate box, select Y to activate the new ONT firmware.

The ONTs reboot and begin using the firmware.

k. Leave the Operation box blank, or select Commit to commit the system to the new ONT firmware version.

6. In the Network Selection area, select the network groups and E-Series system to upgrade. To select a root region, network group, or a single node, right-click over it, and then click Select. The square to the left of the network group or node changes to green to indicate that it is included.

a. Select the root region to include all nodes (depending on the selected upgrade task type).

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b. Expand or double-click the root region to view the network groups. Expand or double-click a network group to view the nodes under it. Selecting a network group selects all nodes under it. Selecting a node only selects a single node.

c. Repeat Step 6b for each additional network group or node to include in the upgrade. To remove a selected network group or node from the upgrade, right-click it and click Un-Select.

7. At the bottom of the New ONT Firmware Upgrade Task dialog box, click OK to save the settings.

Scheduling an RG Configuration Retrieve Task in CMS This topic describes how to schedule file management tasks for the ONT Residential Gateway (RG). This operation only applies to ONTs that support Home Gateway Services.

You can schedule a file retrieve or file remove task. The file retrieve task loads an RG configuration file onto an E7. The file removal task removes an OMCI configuration file from the E7.

Note: Calix strongly recommends that you copy (backup) configuration files to a secure location for future installations. Please refer to the Managing Configuration Files for more information about this feature.

To schedule an RG Configuration file retrieve task

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > Scheduled Tasks > RG Config File Management> File Retrieve.

3. In the toolbar, click Create.

The New RG Config File Retrieve Task dialog box opens.

4. In the Schedule Options area, do the following:

a. Select Schedule for later and then click the calendar icon to open the Select Date dialog box. Use the scroll buttons to view the next (or previous) month or year, click the date to start the upgrade, and then click OK. In the hour (hr) and minute (min) lists, select the time for the download to start.

b. To configure the task to recur on a daily or monthly basis, click Recurring, and then select the task frequency by clicking the Daily or Monthly radio button. For daily backups, click the check box next to each day of the week to schedule a backup, or click All.

c. To specify a date and time to end a recurring backup, click Stop after and select the date, hour, and minutes.

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5. In the Config File Info area, do the following:

a. In the FTP Server box, type the IP address of the FTP server to use.

b. Enter a Username and Password for accessing the server.

c. In the File box, enter the name of the RG Configuration file that had previously been uploaded to the FTP server.

d. (Recommended) Leave the FTP Server Validation check box selected to validate the FTP IP address, user name, and password, as well as write permission to the FTP folder.

e. In the Vendor box enter the code "CXNK" for P-Series ONTs.

f. In the Instance box, enter the RG configuration file instance number. The E7 supports eight instances for RG configuration files (index values 17 - 24).

g. In the Version box, enter the software version.

h. In the Model box, enter the ONT model number. This field is optional. You can use "." characters as wildcard characters.

“7..GE.” – will match any 700GE.

"8..GE.” or “836GE.” will match the 836GE.

The ‘.’ at the end is required because ONTs report spaces in the model number.

i. In the Product box, enter a code that indicates the ONT product family. For example, all Calix ONTs that can support RG use a product code of "S8". This field is optional.

j. If the Apply Config File box is checked, and if an ONT is provisioned with this particular instance has a higher software version number, the new configuration will automatically be downloaded to the ONT.

To schedule an RG Configuration file remove task

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > Scheduled Tasks > RG Config File Management> File Remove.

3. In the toolbar, click Create.

The New RG Config File Remove Task dialog box opens.

4. In the Schedule Options area, do the following:

a. Select Schedule for later and then click the calendar icon to open the Select Date dialog box. Use the scroll buttons to view the next (or previous) month or year, click the date to start the upgrade, and then click OK. In the hour (hr) and minute (min) lists, select the time for the download to start.

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b. To configure the task to recur on a daily or monthly basis, click Recurring, and then select the task frequency by clicking the Daily or Monthly radio button. For daily backups, click the check box next to each day of the week to schedule a backup, or click All.

c. To specify a date and time to end a recurring backup, click Stop after and select the date, hour, and minutes.

5. In the Config File Info area, do the following:

a. In the Vendor box enter the code "CXNK" for P-Series ONTs.

b. In the Instance box, enter the RG configuration file instance number. The E7 supports eight instances for RG configuration files (index values 17 - 24).

c. In the Version box, enter the software version.

d. In the Model box, enter the ONT model number. This field is optional.

e. In the Product box, enter a code that indicates the ONT product family. This field is optional.

f. If the Force Remove box is checked, CMS will make a best effort attempt to remove this specific index file, even if there is a model mismatch.

Using the Cut-Through Telnet or Web Interface With the CMS Desktop cut-through feature, you can start a Telnet or web session to do the following:

Work in the web interface or command line interface (CLI) mode to perform provisioning commands.

Provision a higher (later) version of software through the CMS server, even though such nodes have not been tested on, and may not work with, the current CMS software server version.

CMS supports a maximum of 15 Web Interface cut-through sessions and 5 Telnet CLI sessions for each node.

Cut-through sessions require Min (Minimum) CMS Administration privileges and Full Provisioning privileges for the node on which you want to establish a connection.

Note: For any Calix product that CMS manages using the web cut-through facility, the IP address of the managed node should be in the DNS database of a server that the CMS host uses. If this task is not completed, then the Linux host where CMS is running will require an entry for each managed element added to its /etc/host file.

To open to a Telnet session

1. On the Navigation Tree, click a Region or Network Group.

2. In the Work Area, click Network Details > and the model name of the device.

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3. In the Display Name column, right-click the node of which you want to connect.

4. From the pop-up menu, select one of the following:

Cut-Through Web to open a CMS Cut-Through Web window.

Cut-Through Telnet to open a CMS Telnet Cut-Through CLI window.

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Managing Active Ethernet ONTs CMS support for Calix Active Ethernet (AE) ONTs includes the following features:

• Automatic discovery of 700- and 800-Series AE ONTs upon ONT boot up using discovery SNMP traps.

• Discovery of 2300-Series AE ONTs using the Range Discovery tool.

• Organize AE ONTs into CMS network groups.

• View and manage AE ONT alarms in the CMS Alarm Table and perform historical queries of alarms. See Fault Management (on page 237).

• Create (pre-provision) AE ONTs in CMS.

• Search all AE ONTs in the CMS database based on criteria such as FSAN ID, IP address, and subscriber ID (requires using the Advanced search options). See Searches and Inventory Reports (on page 92).

• Use a GoogleMaps interface to create a customized topology view. See Working in Map View (on page 87).

• Open a Telnet cut-through session for AE ONT management using a command line interface (CLI).

• Reset AE ONTs.

• Create global profiles and subscriber templates that can be shared with E7 GPON ONT services. See the Managing Calix Active Ethernet ONTs from CMS.

• Use the Services screen to activate voice, data, and video subscriber services. See the publication, Managing Calix Active Ethernet ONTs from CMS.

Note: A user security model for AE ONTs enables CMS system administrators to designate user groups for read-only (viewing) access or full provisioning privileges to 700- and 800-Series AE ONTs. For details, see Functional Privileges (on page 66).

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Manually Creating an ONU (Pre-Provisioning) A Calix 700-Series AE ONU can be added to a network group in CMS (pre-configured) by entering the Registration ID or FSAN Serial Number, selecting the location in the Navigation tree where you want it to appear, and selecting the specific ONU profile.

Parameters

You can provision the following parameters for Ethernet security profiles:

Parameter Description Valid Options

ID* The Registration ID or the 12-digit FSAN serial number for the AE ONU.

If the input value for an ONU on the network begins with a number, it is assumed to be a Registration ID and is validated as having up to 10 numeric digits. If the input value starts with an alphabetic character, it is assumed to be an FSAN Serial Number and is validated to consist of the prefix "CXNK" followed by exactly 8 alphanumeric characters.

Location The CMS Network Group to place the ONU. Dropdown List

Subscriber ID Optional Identifier for the ONU. Alphanumeric

Description Descriptive text for the ONU. Often the physical location (street address) is entered

alphanumeric

ONU Profile* Associate the ONU with a pre-provisioning ONU Global Profile

Dropdown List

Provision Firmware The firmware file (.rto) to apply to the ONU. calix_ae_700sfu_xx. . . Single Family SFU ONU calix_ae_700mdu_xx. . .Business ONUs (76xGX) calix_ae_700ge_xx. . .Single Family GE ONU

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Parameter Description Valid Options

Externally Provision Indicates whether CMS will manage the ONU configuration. Setting the value to No allows for CMS management. Important: Setting this to Yes means that CMS will not create, update, or otherwise manage ONU provisioning. Changes to the ONU configuration are managed exclusively by the configuration file on the TFTP server.

Y=Yes N=No ‡

Bandwidth Metering Choose between vlan and eth bandwidth metering. vlan, eth

PWE3 Configuration For business ONUs, PWE3 can be configured for T1 (North America) or E1 services (International)

T1 ‡ E1

Time Zone Specify the time zone for the ONU. Dropdown list

Template Specify the template to use for the ONU. Dropdown list

*Required field ‡ Default

To create an AE ONU

The newly created ONU is displayed in the Network Details list and comes up as Disconnected:

1. On the Navigation Tree, select the AE ONU Network Group.

2. In the top menu bar, click Create to open the New AE ONU dialog box.

3. Using the parameter table above as a reference, type or select the required settings.

4. Click OK.

5. Select the ONU from the List and select the provisioning tab.

The AE ONU is now added to the database. A configuration file based on the ONU pre-provisioning has been created and uploaded to the TFTP server, waiting for the ONU to be connected.

The AE ONU is displayed in the network structure as being disconnected. The newly created ONU has failed to obtain an IP Address, MAC Address, or FSAN Serial Number. This will be rectified once the ONU is physically connected.

Moving an AE ONT in the Navigation Tree Upon discovery, if you have not already pre-provisioned a Calix AE ONT, it initially gets added to the autodiscovered system network group on the CMS Navigation Tree. You can move discovered AE ONTs to different network groups to place them where needed.

To change the default network group to use for discovered AE ONTs, or to change the SNMP community string used, see Configuring AE ONT Administrative Settings (on page 168).

Modifying a parent network group requires Full CMS Administration privileges.

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To move an AE ONT on the Navigation Tree

1. On the Navigation Tree, click the network group of the AE ONT.

2. In the Work Area, click Network Details.

3. In the AE ONT list, double-click the device to move.

4. In the Provisioning Work Area, Location list, select the new parent network group.

5. Click Apply.

Adding 2300 AE ONUs in a B6 Network to CMS Adding 2300 AE ONUs in a B6 network to CMS is a two-step process:

First, configure the IP address of the CMS server as a trap host on AE ONUs and configure the read-only SNMP community value as "public" as described in Configuring AE ONUs for Discovery by CMS (on page 152). This may be done via the ONU Configuration Manager (OCM) or on 2300 ONUs via the ONU's CLI.

Second, discover ONUs via CMS by entering their IP addresses, as described in Discovering AE ONUs in CMS (on page 154).

Note: CMS 13.0 supports 23XX ONUs running 4.0 or higher.

AE ONUs activated via CMS will show OCM-managed in the AE ONU table.

AE ONUs activated via OCM and then discovered manually will display a "Y" under the "Externally Provisioned" heading in the AE ONU table.

AE ONUs that are OCM managed and externally provisioned may be upgraded, resynchronized and reset.

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Configuring 2300 AE ONUs in a B6 Network for Discovery

The IP address of the CMS server must be configured as a trap host on AE ONUs before they can become visible on the CMS. In addition, the read-only SNMP community must be configured as "public". This may done via the OCM or the ONU's CLI, as described below.

To configure AE ONUs for Discovery by CMS via OCM

Note: Please refer to the ONU Configuration Manager (OCM) User Guide for more information about how to configure ONUs via the OCM.

The SNMP trap host is configured in the ONU profile for each ONU.

1. Issue the command show subscriber ip {ONU-IP-address} in the OCM to determine which ONU profile is managing a subscriber's ONU. For example, the following command output shows that an ONU with the IP address of 10.3.6.143 is being managed by ONU profile "2343_profile".

2. Issue the command ONU-profile and enter the name of the ONU profile you wish to configure: OCM(config)#ONU-profile {profile-name}

3. Configure the IP host of the CMS server as an SNMP trap host: OCM(config-prof)#snmp trap-host {CMS_server_IP_address}

4. Confirm that the read-only SNMP community is set at the default value of "public": OCM(config-prof)#snmp community ro public

5. Confirm the ONU profile configuration, as shown in the example below: ONU(config)# do show ONU-profile {ONU-profile-name}

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To configure 2300 AE ONUs for Discovery by CMS via the ONU CLI

If an ONU is not managed via the OCM, the SNMP trap host may be configured via the CLI on 2300 ONUs. Please refer to the Calix 2300 AE ONU Configuration Guide for more information about how to configure a 2300 AE ONU via the CLI.

1. Configure the SNMP trap host from Global configuration mode: ONU(config)# snmp trap-host {CMS_server_IP_address}

2. Confirm that the read-only SNMP community is set at the default value of "public". Note that this command may not be issued on the 2364 ONU: ONU(config)#snmp community ro public

3. Confirm the SNMP configuration, as shown in the example below: ONU(config)# do show snmp

System Entries

sysLocation: N/A

sysContact: [email protected]

sysObjectID: 1.3.5.1.5.1.10799.250.20

sysDescription: ON2364

Traphost: Tag:

10.4.0.34 9.10.4.0.34

10.4.0.545 9.10.4.0.55

SNMP Communities

rwcommunity private

rocommunity public

Discovering 2300 AE ONUs in a B6 Network

Each AE ONU is assigned a unique IP address. Use the B-Series Range Discovery tool to add 2300 AE ONUs to CMS. This tool enables you to specify IP address ranges to discover and connect to multiple ONUs. Using the tool, you can add both inclusion and exclusion rules in discovery criteria to pinpoint specific IP address ranges. You may also issue an IP address for an individual ONU to add it to CMS.

If the Calix device is discovered but is already connected to CMS, a message displays in the task results indicating that the network already exists.

Note: Full CMS Administration privileges are required to discover AE ONUs in CMS.

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To discover and connect to AE ONUs

Configuring ONUs for Discovery by CMS

1. In the Work Area, click Tools > B-Series Range Discovery.

2. In the Range Discovery dialog box, set the ONU discovery parameters, as follows:

a. In the IP Range and To boxes, type the beginning and end of the ONU IP address range you are discovering. Values are inclusive.

b. If required, change the default Netmask value (255.255.255.0) to define the discovery range.

c. (Optional) To exclude the specified IP range, select the Exclude check box.

3. Click Add.

To remove an IP range from the discovery range list, select the range and click Remove.

4. In the Read Community box, accept the default SNMP community string (public).

5. At the bottom of the dialog box, click OK.

A Task Progress window opens and lists the discovery activity and connection results.

6. After the Task progress window is closed, discovered AE ONUs may be viewed at the bottom of the Navigation Tree under the AE ONUs bullet.

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7. Double-click on an AE ONU in the list and select a network from the drop-down menu to change its location in the Navigation Tree.

Deleting an AE ONU Deleting an AE ONU from the network using Provisioning screen in CMS Desktop requires Full CMS Administration privileges. The provisioned services must first be removed before performing the following procedure. See Removing AE ONU Service for instructions.

Upon deleting an AE ONU, the ONU:

• Is removed from the current AE ONU Node within the network group

• Is re-discovered and placed in the auto-discovered folder of the root region within CMS.

• Loses any existing provisioning

Once re-discovered, the ONU can be relocated to any network group using the Provisioning Tab. At that point, re-provision the ONU as necessary.

To delete an AE ONU from the network

1. On the Navigation Tree, click an AE ONU Node from the Network Group.

2. From the list of AE ONUs in the Provisioning Tab, click the ONU to select it.

3. At the top of the Provisioning work area, click Delete, and then Apply. A confirmation dialog box is displayed for verifying that you are ready to delete the AE ONU and save the changes. Click Delete to confirm.

Note: If the AE ONU is disconnected, you cannot delete it. Click Action > Connect and then perform the procedure to delete the AE ONU.

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4. From the Task Progress window, click OK when complete.

Viewing and Updating ONU Provisioning Information You can view the IP address, MAC address, user description, version, model, FSAN serial number, registration number, the ONU profile, and more for each AE ONU.

Note: You can also use the Search feature (on page 96) in CMS to view a report of all ONUs in the CMS database.

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Parameters

You can view the following parameters for ONUs configured on the network:

Parameter Description Valid Options

ONU ID* The Registration ID or the 12-digit FSAN serial number for the AE ONU.

If the input value for an ONU on the network begins with a number, it is assumed to be a Registration ID and is validated as having up to 10 numeric digits. If the input value starts with an alphabetic character, it is assumed to be an FSAN Serial Number and is validated to consist of the prefix "CXNK" followed by exactly 8 alphanumeric characters.

Location The CMS Network Group to place the ONU. Dropdown List

ONU Profile* Associate the ONU with a pre-provisioning ONU Global Profile

Dropdown List

Provision Firmware The firmware file (.rto) to apply to the ONU. calix_ae_700sfu_xx. . . Single Family SFU ONU calix_ae_700mdu_xx. . .Business ONUs (76xGX) calix_ae_700ge_xx. . .Single Family GE ONU

Registration ID The Registration ID entered during pre-provisioning via Remote ONU Activation or blank if Serial number was entered and ONU has not been discovered.

alphanumeric

Vendor Vendor Prefix code for the ONU. Default=CXNK

Serial# The trailing 8 digits of the serial number (without prefix code)

alphanumeric

Subscriber ID Subscriber ID entered during pre-provisioning alphanumeric

Description Descriptive text for the ONU. Often the physical location (street address) is entered. Note: If maximum field length if exceeded, an error is raised next to the ONU Description field.

alphanumeric Max Length = 32 characters

Bandwidth Metering Bandwidth Metering mode for the ONU. Determines whether the bandwidth meter is applied at the Ethernet port level or at the VLAN level: vlan: select to apply the bandwidth meter to the

VLAN (recommended for SFU ONUs, where shaping is typically done on a per-VLAN basis).

eth: select to apply the bandwidth meter to the Ethernet port (recommended for SBU/MDU ONUs, where shaping is typically done on a per-port basis).

vlan, eth

PWE3 Configuration For business ONUs, PWE3 can be configured for T1 (North America) or E1 (International)

T1, E1

Time Zone Can specify which time zone the ONU will reside. Dropdown list

Connection State Indicates current connection state of the ONU. ONU indicates connected when a response to an SNMP GET command is achieved. If no response, then ONU is disconnected and disconnect alarm is raised, and remaining alarms are ignored.

connected, disconnected

Externally Provisioned Indicates whether CMS will manage the ONU configuration. Setting the value to No allows for CMS management. When externally provisioned, CMS will not modify ONU configuration in any way (read only).

Y=Yes, N=No ‡

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Parameter Description Valid Options

Synchronization Status Indicates whether the ONU being displayed is synchronized with the CMS server. Possible States: Null: Cleared state - no errors on ONU upload.

Changed: A change has occurred affecting the AE ONU and the changes have not been synchronized with the CMS Server (Action > Sync Configuration not completed or attempted). Upload Error <text string>:(viewable when hovering over the Synchronization Status Field). The configuration file upload process has failed. or MIC Mismatch: ONU<aeONUid>, OLD MIC<old

mic>, NEW MIC<new mic> Indicates a MIC mismatch has occurred.

Blank (Null), Changed, Upload Error <text>, MIC Mismatch: ONU (aeONUid)

Enable Shaping Turn on or off traffic shaping on the device Enabled, Disabled, system-default

Model Model number of the ONU alphanumeric

Firmware Class Firmware class of the ONU. Used in conjunction with firmware version to ensure uniqueness.

ONU

Firmware Version Displays the current firmware version running on the ONU

numeric dot delimited (x.x.xx.x)

Device Status Indicates the current ONU Boot State. AcquiredIP - The ONU has acquired the IP Address for the Management IP Host SpecificFile - The ONU has acquired the ONU specific configuration file. GenericFile - The ONU has acquired the generic configuration file because the SpecificFile could not be found.

CachedFile - The ONU is making use of the cached configuration file due to TFTP server timeout (could not retrieve SpecificFile).

Management Status Indicates how the AE ONU is currently being managed.

Not registered: ONU is not acknowledged

Registered: ONU is acknowledged by CMS

Booting: ONU is currently rebooting.

Configuration Status Indicates the current configuration state of the ONU. notConfigured - ONU is not configured.

Manufacturing - ONU is running with a manufacturing image. ONU firmware upgrade is required for service configuration. noErrors: ONU is fully configured with zero errors. withErrors: ONU is configured with errors. Check events for specific error report.

IP Address IP address assigned to the ONU numeric dot delimited (xx.xx.x.xxx)

MAC Address MAC Address associated with the ONU numeric colon delimited (xx:xx:xx:xx:xx:xx)

*Required field ‡ Default

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To view/update AE ONU provisioning information

1. On the Navigation Tree, expand the network group and click the AE ONU.

2. In the work area, double-click the specific AE ONU to view configuration details.

Note: If the AE ONU Connection State displays as Disconnected, the details on screen represents the last saved information.

AE ONU Configuration File Synchronization Settings Synchronizing AE ONU configuration files is required when changes are made at the individual ONU level or as part of a more global change as follows:

The common configuration files or service configuration files on the CMS server are modified or added (typically performed by the CMS system administrator).

A new TFTP primary or secondary server is configured.

Note: AE ONUs that have configuration modifications and have not been synchronized with the configuration server appear in the Navigation Tree with an inverted orange triangle. To commit the changes, select the provisioning record and click Action > Sync Configuration or Sync and Reboot from the top menu.

The synchronization process ensures configuration files located on the CMS are identical to configuration files on the TFTP server. When you perform the synchronization, the system does the following:

Regenerates the AE ONU configuration files and updates the TFTP servers.

Makes new service configuration files available to use in CMS Desktop (using the Services subscriber activation screen).

Populates the profile/IG drop down boxes on the AE ONU provisioning page with the appropriate configuration file name.

Important: If you make a provisioning change to a single ONU that is active within CMS, the file for that ONU is immediately changed on the CMS server. This same configuration file is transferred to the TFTP server where a reset command is immediately sent to the ONU.

To synchronize AE ONU configuration files

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > Scheduled Tasks > AE ONU > Sync Configuration.

3. At the top of the work area, click Create.

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4. In the Schedule Options area of the New Save AE ONU Configuration Task dialog box, do one of the following:

Select Immediate one-time execution to run a single save task, immediately.

Select Schedule for later to run a save task during a maintenance window, and then do the following:

a. Click the calendar icon to the left of the date box to open the Select Date dialog box.

b. Click the date to start the save task, using the scroll buttons to view the next (or previous) mONUh or year, if necessary. Click OK.

c. In the hour and minute lists, click the time for the save task to start.

d. Click OK.

5. In the AE ONU Counts area, select the method to use for synchronizing the AE ONU configuration files.

For CMS R13.1.243 and higher (AE ONU R3.1 and higher):

Select Sync and Reboot to synchronize only those ONUs whose sync status is changed or in error. Using this option, all affected ONUs are reset.

Select Sync All to synchronize all configuration files, firmware, and VoIP configuration files. Using this option, ONUs are not reset.

Select Sync Configuration Dynamically to synchronize ONUs whose sync status is changed or in error. Using this option, the affected ONUs are not reset.

For CMS R13.1.230 and lower (AE ONU R3.0 and lower):

Select Sync Configuration to synchronize only those ONUs whose sync status is changed or in error. Using this option, all affected ONUs are reset.

Select Sync All to synchronize all configuration files, firmware, and VoIP configuration files. Using this option, ONUs are not reset.

6. At the bottom of the New AE ONU Sync Configuration Task dialog box, click OK to save the settings.

For information on viewing, modifying, rerunning, deleting, or aborting a task, see Scheduling Tasks.

7. At the bottom of the New AE ONU Sync Configuration Task dialog box, click OK to save the settings.

For information on viewing, modifying, rerunning, deleting, or aborting a task, see Scheduling Tasks.

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Restoring the CMS database and Synchronizing AE ONUs

When restoring the CMS database, Calix recommends that the CMS Auto Upgrade procedure be used. The auto upgrade procedure ensures that any existing provisioned AE ONUs are imported with their respective configuration files and service provisioning fully intact.

In the instance where previously provisioned AE ONUs must be manually imported into CMS, perform the following:

1. (Optional) Upgrade the CMS server software. For instructions, refer to the Calix Management System (CMS) Installation and Upgrade Guide for Linux or Solaris, depending on the host server's operating system.

2. Import the previous CMS database using CMS Web.

Note: For Steps 3 and 4, copying and pasting database files requires access to the CMS Linux/Solaris server. Make sure you are familiar with the file structure and methods for transferring files before proceeding. If unsure, contact Calix TAC for additional guidance.

3. Copy the old CMS AE ONU firmware files (for example, calix_ae_700ge_r2.1.0.42.rto) from the previous location to the $CMS/ae/fw directory.

4. Copy any SIP configuration files (for example, VoipConfig.txt) from the previous location to the $CMS/ae directory.

5. To ensure that SIP configuration files are copied to the TFTP server when you synchronize AE ONUs in Step 6, verify that the SIP Remote profiles reference the VoIP correct configuration files:

a. In the CMS Work Area, click Profile > E7/ONU > Service > SIP RMT.

b. View the entries in the Primary File Name [PRI-FILENAME] column.

6. Synchronize the AE ONUs per for the following procedure:

a. In the CMS Work Area, click System > Scheduled Tasks > AE ONU > Sync Configuration.

b. In the Schedule Options section, select "Immediate one-time execution".

c. In the AE ONU Counts section, select "Sync all (configuration files, firmware, and VoIP configuration files)."

d. Click OK.

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Resetting AE ONTs AE ONTs can be reset individually or per a pre-determined schedule.

Resetting AE ONTs requires Full CMS Administration privileges. Additionally, the AE ONT must be in a "Connected" status in CMS.

To reset an individual Active Ethernet (AE) ONT

1. On the Navigation Tree, select the AE ONT node within the Network Group.

2. From the Provisioning Tab, select the AE ONT from the list.

3. From the Actions menu, Click Reset.

Note: The AE ONTs Device Status, Management Status, and Configuration status continues to be polled during the reset process and the current state of the AE ONT is displayed during the reset.

4. Click OK to clear the dialogue box and confirm the ONT has been reset.

To schedule a reset of Calix Active Ethernet (AE) ONTs

1. On the Navigation Tree, click CMS.

2. In the work area, click System > Scheduled Tasks > AE ONT > Reset.

3. In the toolbar, click Create.

4. In the Schedule Options area of the New AE ONT Reset Task dialog box, do one of the following:

Select Immediate one-time execution to run a single reset task, immediately.

Select Schedule for later to run a reset task during a maintenance window, and then do the following:

a. Click the calendar icon to the left of the date box to open the Select Date dialog box.

b. Click the date to start the reset, using the scroll buttons to view the next (or previous) month or year, if necessary. Click OK.

c. In the hour and minute lists, click the time for the reset to start.

d. Click OK.

5. In the Network Selection area, select the network groups and AE ONTs to reset. To select the root region, a network group, or an AE ONT right-click over it, and then click Select. The square to the left of the network group or node changes to green to indicate that it is included.

a. Select the root region to include all AE ONTs (depending on the selected upgrade task type).

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b. Expand or double-click the root region to view the network groups. Expand or double-click a network group to view the AE ONTs under it. Selecting a network group selects all AE ONTs under it. Selecting an AE ONT only selects a single ONT.

c. Repeat Step 5b for each additional network group or AE ONT to include in the reset. To remove a selected network group or AE ONT from the reset task, right-click it and click Un-Select.

6. At the bottom of the New AE ONT Reset Task dialog box, click OK to save the settings.

Related topic Scheduling Tasks (on page 324)

Accessing the Cut-Through Interface With the AE ONU Telnet cut-through feature, you can start a Telnet session to work in command line interface (CLI) mode to perform provisioning commands locally.

This feature also enables you to provision a higher (later) version of AE ONU software, even if the current CMS software server version does not yet support the release.

CMS supports one Telnet cut-through to each AE ONU, and up to 20 concurrent Telnet sessions for all CMS client users.

Cut-through sessions require Full CMS Administration privileges. Additionally, the AE ONU must be in a "Connected" status in CMS.

To open to a Telnet session

1. From the Provisioning Tab within the Work Area, select the AE ONU to modify.

2. Click Action > Cut-Through Telnet from the drop down list.

3. The AE ONU Telnet Cut-Through CLI window is displayed.

ONU Firmware Upgrades AE ONUs requiring firmware upgrades can be individually upgraded or upgraded as part of a scheduled task.

For scheduled upgrades, use CMS and choose to upgrade ONUs based on the following selections:

• All ONUs

• Specific model type

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• Topology regions and network groups

• Different firmware versions for different ONU models

The upgrades can be scheduled for a maintenance window or performed immediately. There is also a downgrade capability that allows you to revert AE ONUs to a previous version of firmware.

The AE ONU firmware upgrades are made available from Calix as new features are added and existing issues are resolved. Upgrades are typically announced with a Calix Service Bulletin and require submitting a request to the Calix Technical Assistance Center (TAC) to gain access to the firmware upgrade file. Once you have permission, you can log in to the Calix Customer Resource Center and download the file.

Only a CMS Desktop user in the Administrators user group can schedule an upgrade task.

To upgrade the firmware on individual AE ONUs

1. On the Navigation Tree, select the AE ONU Node where the ONU to be upgraded resides.

2. From the Provisioning Tab, select the ONU.

Note: Prior to performing the procedure below, the new .rto firmware file must be located under <cms install directory>/ae/fw using the Upload Firmware Task (CMS > System > AE Settings > Action > Upload Firmware). If the new firmware is not located here, the firmware file will not be added to the drop-down list of available updates.

3. From the toolbar, click Action > Firmware Update.

4. From the dropdown list, select the firmware version to update to.

Note: Ensure the desired firmware version is selected prior to proceeding.

5. As a precaution, check the "Allow Downgrade" box if you want to revert to the previous firmware version when complete (saves existing configuration).

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6. Check the "Reset AE ONU?" box if you want to automatically reset the ONU upon firmware update completion.

7. Click Upgrade.

To schedule an AE ONU upgrade task

Note: The following procedure assumes that you have downloaded the upgrade file from the Calix Customer Resource Center and copied it to any location on your local drive.

1. On the Navigation Tree, click CMS.

2. In the work area, click System > Scheduled Tasks > Software Upgrade.

3. In the toolbar, click Create > AE ONU Upgrade.

4. In the Schedule Options area of the New Upgrade Task dialog box, do one of the following:

Select Immediate one-time execution to run a single upgrade task, immediately.

Select Schedule for later to run an upgrade task during a maintenance window, and then do the following:

a. Click the calendar icon to the left of the date box to open the Select Date dialog box.

b. Click the date to start the upgrade, using the scroll buttons to view the next (or previous) mONUh or year, if necessary. Click OK.

c. In the hour and minute lists, click the time for the download to start.

d. Click OK.

5. In the Firmware area of the New AE ONU Upgrade Task dialog box, do the following:

a. Select the checkbox in the upper left corner of the firmware area to schedule a firmware upgrade for all ONUs.

b. Select individual ONU model types and/or firmware versions by clicking the checkbox for each model.

c. In the File box, type the path and file name for the installation.bin file. In the version field, optionally type a description to identify the upgrade.

d. (Optional) To allow a firmware downgrade if the currently-running firmware version is higher than the version of the installation file, click the Allow downgrade check box.

6. In the Network Selection area, select the network groups or regions to upgrade. To select any region or network, select the line item and then right-click and choose "Select" or Un-Select" as appropriate. The square to the left of the network group or node changes to green to indicate that it is included.

a. Select the root region (top line item) to include all AE ONUs in the network.

b. Expand the view for various regions or networks by clicking the arrow immediately to the left of the node box.

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7. At the bottom of the New AE ONU Upgrade Task dialog box, click OK to save the settings.

For information on viewing, modifying, rerunning, deleting, or aborting a task, see Scheduling Tasks (on page 324).

Additional Notes on Upgrading • Individual AE ONUs cannot be upgraded/downgraded using the Schedule Task

feature. Only Regions or Network Groups are selectable.

• CMS will ignore upgrade requests if the current release and the intended release are the same and if the Sync Status of the system is not cleared.

• As opposed to previous releases, the Option-43 command in the DHCP server statement is no longer required.

• If Option-43 commands remain in the DHCP server statement, they take precedence over any configuration commands located with the AE ONU configuration file.

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Configuring AE ONU System Settings When configuring an AE network, the locations of network components must be known to ensure these components remain in sync with one another. Both CMS specific and Global ONU Provisioning file location information is captured and stored for use across the network.

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Parameters

The following table describes the various AE system component settings that can be configured from a single location.

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Parameter Description

Start Registration Trap Processing

When enabled (the check box is selected), CMS processes registration traps from AE ONUs. By default, this feature is disabled. To enable for existing customers, do any of the following: 1. Manually turn it on from the GUI 2. Import ONU Configuration File to CMS where it is enabled already. 3. Perform an auto upgrade. For new AE ONUs, set the flag after the ONU is brought on-line. Once enabled, registration trap processing will remain enabled. When disabled, a minor alarm is raised.

Default Network Group

Specifies the default network group for newly discovered AE ONUs.

FTP Server #1 and #2

Test Link - executes the ping command for the FTP connection IP. Returns a Successful versus Failed status. Enable or Disable the FTP Server Protocol - Supports unsecure (FTP) or secure (SFTP) FTP file transfer from CMS to the AE Configuration Server. IP Address of the FTP Server User Name/Password - credentials used by CMS to access the FTP server CMS Folder Location - Default location for all system and ONU configuration Files

PWE3 Configuration Default PWE3 Configuration - Allows for setting of primary transport type (E1 or T1)

System Time Zone Can set global system timing parameters for maintaining PWE3 timing on AE ONUs.

FW Uploading Status Indicates whether firmware updates are in progress on the TFTP server.

TFTP For Inputting the IP Address of the Primary and Secondary TFTP Server

System Log For inputting the IP Address of the Primary and Secondary SysLog Server

Network Time For inputting the IP Address of the Primary and Secondary NTP Server

SNMP For inputting the IP Address of any external Trap Receivers configured on the network. Note: The CMS server is automatically added as a trap receiver when it is managed by CMS. Therefore, it is not necessary to add the CMS server IP address in these fields.

DHCP Option-82

Enable Enable or disable DHCP Option 82 insertion. When enabled, allows any DHCP Relay Agent to insert circuit specific information into a request being forwarded to the DHCP server.

Circuit ID Identifies source identification tokens to be captured during Option-82 requests.

Remote ID Identifies destination (ONU side) tokens to be captured during Option-82 requests.

Voice Settings - Voice Port Loss Plan

Allows for the setting of a fixed transmit and receive gain (loss) for POTs lines at the ONU based on the ONU type being used. ANSI plan provides fixed –3dB Transmit and –9dB Receive gain (loss). GR-909 provides –2 dB Transmit and –4 dB Receive gain (loss). Etsi-short provides -4 dB Transmit and -11 dB Receive gain (loss).

Management VLAN Option to change the Default Management VLAN ID for ONUs on the system. Can also be modified using RONTA.

Enable Shaping Enable or disable the traffic shaping feature introduced in AE 3.0.

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Parameter Description

ACS Settings*

URL The internet address path to the Access CONTrol Server. Note: ACS in general conforms to DSL Forum TR-069 Amendment 2 or later.

User Name User name to provide clients wanting to access the ACS Server

Password Password to provide clients access to the ACS Server

Connection Request Username

Username assigned to the ONU for ACS Server personnel's use

Connection Request Password

Password assigned to the ONU for ACS Server personnel's use

Connection Request Authentication

Checkbox provided to turn on or off Connection request authentication

Inform Interval Length of time between Inform messages from the ACS Server to the ONU. Default: 86400 sec (1 day)

*For AE ONTs running R3.1 and later, the ACS fields in the CMS AE Settings screen have no effect. For AE ONTs running R3.1 and later, use the RG management profile to manipulate the ACS settings.

AE ONU system settings include the following:

The default network group for newly discovered AE ONUs.

The default SNMP community string.

The primary and secondary TFTP server settings.

A method to synchronize AE ONU common configuration and service configuration files with the primary and secondary TFTP servers.

Modifying AE ONU system settings and synchronizing configuration files require Full CMS Administration privileges.

To modify the system AE settings

1. On the Navigation Tree, click CMS.

2. In the work area, click System > AE Settings.

3. To modify the default location for newly discovered AE ONUs: In the Default Network Group list, click a new location.

4. To configure the primary TFTP server information, select Y from the Enable list FTP #1, and then do the following:

a. Select the appropriate field transfer protocol: FTP, SFTP.

Note: FTP is not enabled by default on CMS2GO servers.

b. Enter the IP address of the server location.

c. Optional: Enter a Username and Password for accessing the server.

d. Enter a TFTP Folder location where CMS will search for synchronized files.

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e. Optional: Configure a secondary TFTP server by repeating the above steps.

5. Click Test. If the test is successful, a "FTP Server test is Successful" message occurs.

6. Click Apply. CMS displays the status of each TFTP server as it is updated and provides a Pass/Fail indication as changes are applied.

Note: If you receive an invalid directory error when specifying the primary TFTP server location, check to make sure you have the appropriate permissions set on the FTP server before troubleshooting.

Note: Changes to the TFTP server address must be updated on the DHCP server and CMS.

7. Select the appropriate PWE3 configuration: T1, E1.

8. Select the appropriate location where the server resides from the System Time Zone drop-down list.

9. For the TFTP server, System Log (Syslog Server), and the Network Time (NTP Server), enter the IP address for each.

10. Enter a name in the Default SNMP Community field to change the default SNMP community string.

11. For the SNMP Trap Receivers, enter hosts specified to receive alarm and event notifications generated by the system, typically, the IP address of the CMS server.

Note: AE ONUs only support SNMP v2c.

12. Enter DHCP Option-82 parameters:

a. Choose whether to enable Option-82 service.

b. Enter the Circuit ID for Option-82 (the tokens to be inserted by the ONU).

c. Enter the Remote ID for Option-82 (the tokens to be inserted by the ONU).

13. Choose the Default Voice Port Loss Plan for ONU POTS ports to use.

14. Enter a Default Management VLAN ID for the system (System Default = 85).

15. Click Apply.

ONU Ethernet Port Power Shedding Effective with AE Release 2.1, ONU Ethernet ports can be set to shut down upon loss of AC power. Ethernet ports remain in service for five minutes prior to shut-down.

Note: When AC power is restored, the Ethernet port is immediately re-enabled (assuming the Ethernet Ports Administrative State is set to Enabled).

Note: Effective with CMS R12.0, the Disable on Battery setting is enabled by default when an Ethernet port is provisioned.

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To set ONU Ethernet port power shedding

1. In CMS Desktop, navigate to the ONU where you are updating ONU Ethernet Port behavior.

2. In the work area, click Ports > Provisioning.

3. In Table View double-click an ONU Gigabit Ethernet, Fast Ethernet, or HPNA Port.

4. Select the Disable on BATT check box to enable power shedding, or clear the check box to disable it.

5. Click Apply.

6. Click Sync Configuration.

ONU Provisioning Persistence AE Release 2.0 and higher includes local provisioning persistence. This feature is applied when the ONU is provisioned through RONTA, or remotely provisioned via RMI or CMS. During a loss of power or loss of network connectivity (AE link), the configuration state is retained in the ONU’s flash memory. Upon restoration of power or AE link, the ONU performs a DHCP discover to obtain an IP address.

Note: The ONUs IP address is not persisted, meaning the DHCP server must be available in order for the ONU to come back on-line.

The ONU then compares the locally stored configuration with the TFTP server and updates if necessary.

Determining the ONU recovery method

1. The ONU first attempts to access its ONU specific configuration file (FSAN serial number or RONTA Id number) from the primary TFTP server.

2. If the file is found it will be used to provision the ONU.

3. If the TFTP server is not available or the file is not provided before the time-out cutoff is reached, the secondary TFTP server is accessed and the process is repeated.

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4. If the secondary TFTP server is not available or the configuration file is not provided before the time-out cutoff, the ONU uses its cached configuration file to bring it into service.

5. If the first attempt to connect to the ONU's configuration file on the returns "cannot be found" (servers are considered to be in sync so there is no need to try both servers if the specific ONU file is not on the primary server), the ONU attempts to retrieve a generic configuration file ("Calix-ONU.cfg").

6. If the ONU experiences a time-out condition on the TFTP server, it continues to try the same TFTP server until it succeeds, receives an error or timeout cutoff is reached.

7. After a minute the ONU re-initiates the process with the primary TFTP server.

As additional background information, the following characteristics apply to local provisioning persistence:

• If the ONU fails to retrieve its specific TFTP configuration file, it uses the last-known good configuration file (cached locally by the ONU). The ONU will make five attempts to retrieve its specific configuration file at each TFTP server. This results in a two-minute per-server delay before using the cached file.

• The ONU removes its saved configuration if it is forced to factory defaults through the RONTA process.

• In the case where there is no locally cached configuration, or the TFTP server IP address has changed, the ONU uses a 5 minute re-attempt timer after it reaches the cutoff timeout value for the second TFTP server.

• The ONU generates a SYSLOG and SNMP trap when it uses the cached configuration file.

• The ONU generates a SYSLOG and SNMP trap when it uses the generic configuration file.

The CMS supports provisioning persistence for voice, data, video and T1 services after initial Configuration File download and set-up. It also supports provisioning persistence for SIP Configuration Files after initial SIP Configuration File download.

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Configuring GigaFamily Devices

Automatic Subscriber Record Creation

In concert with Consumer Connect Plus and CMS, you can now specify how you want the Subscriber ID field within CMS to be mapped to facilitate automatic subscriber record creation in Consumer Connect Plus.

Upon upgrading to ONT 11.2.1, under Consumer Connect Plus Options, you can specify how you want to map the Subscriber ID field within CC+. Available choices include:

• N/A (Default behavior)

• Account ID

• Phone Number

• Name

Note: No action is required within Consumer Connect Plus to affect this change. However, if you have existing 844GE GigaCenters in your network, and you change the mapping from CMS to CC+, a re-synchronization is required before the change takes effect.

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Per the example above, if you choose the "Name" parameter, Consumer Connect Plus will look up the GigaCenter within CMS and apply the value as shown below.

Note: When changing the subscriber ID mapping, a warning message may occur “Warning: Change “Map Subscriber ID to” will cause 844GE subscriber issue. Do you want to continue?” This message warns that the existing subscriber records within Consumer Connect Plus will NOT be updated automatically based on the new rule. However, if you perform an AE ONT sync in CMS after changing the subscriber ID mapping, the related subscriber records within Consumer Connect Plus will be created/updated by following the new rule. Calix does not recommend changing this rule once it has been set up.

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Managing E5-30x and E5-520 Nodes This section describes how to add an E5-30x/E5-520 node to a CMS network group, allowing management of the device from CMS.

Important Note: When you select an E5-30x/E5-520 device in CMS, the product EWI loads in the CMS work area. For information on performing operations from the EWI cut-through, refer to the E5-30x/E5-520 User Guide.

For configuration and other details, see the Calix E5-30x and E5-520 user documentation.

Adding a Node in CMS Adding an E5-30x/E5-520 node in CMS allows management of the device from CMS. This task requires Full CMS Administration privileges.

Note: This procedure assumes that you have created a network group in CMS. For instructions, refer to the Calix Management System (CMS) Guide.

To add a node in CMS

1. On the Navigation Tree, select a network group.

2. In the Work Area, click Network Details > E5-30x/E5-520.

3. From the menu, click Create and select the node type.

Note: You must be in the Topology, Map View, or Network Details Work Area to create a node.

4. In the New dialog box, do the following:

a. In the Name text box, type a device name.

Note: Device names can contain alphanumeric characters, underscores, and spaces, and are case-sensitive. In addition, you cannot use the same name for a device that has already been created.

b. In the Location list, select the parent network group for the new device.

c. In the IP Address 1 box, enter an IP address for the device.

d. In the Netconf Port box, enter a port number to use. By default, port 830 is used.

e. In the SNMP Community box, accept the default community string defined in CMS, or type the community string specific to the device.

f. In the HTTP and HTTPS Port boxes, accept the default ports to use for nonsecure and secure connections between the CMS server and the Web interface.

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g. In the Network Login Username and Password boxes, leave the fields blank to use the default settings defined in CMS, or type the user name and password specific to the device.

h. In the Auto Connect list, accept the default Y (Yes) to automatically connect to CMS, or select N (No) to create the device without connecting to it.

i. In the TimeZone list, select the global time zone for the E5-30x/E5-520 to use as a reference.

j. (Optional) Specify an address or a latitude and longitude for viewing the new node icon in Map View. Click the ellipsis button to the right of the Address Location Info box to open the entry dialog box, and do one of the following:

Type the address location in the box provided. Click OK to save the information.

Click the Enter Lat/Lng radio button and type the latitude and longitude in the respective boxes. Click OK to save the information.

k. At the bottom of the New Node dialog box, click OK to create the node.

5. (Optional) Click Topology, and move the new node icon by clicking and dragging it.

6. (Optional) Create a graphical link to view the node in a network topology. Refer to the Calix Management System (CMS) Guide for instructions.

Note: The CMS uses NetConf protocol for alarm and event notification.

Viewing or Modifying Node Details After adding an E5-30x/E5-520 in CMS, you can view or edit the parameters listed in the following table:

Network Detail Description

Display Name The name that displays next to the unit on the Navigation Tree.

Network Group* The parent network group under which the unit is nested on the Navigation Tree.

Connection State The current unit connection status (Connected, Connecting, Diagnosing, Disconnected, Dynamic Synchronizing, Partially Connected, Secure Connecting, Synchronized, Synchronizing, or Unknown).

IP Address* The IP address of the node.

Port* The netconference port to use for the node.

SNMP Version Support The SNMP version used for this device.

SNMP Inform* Specifies whether the message type of outgoing messages is "INFORM." Otherwise, the message type is "TRAP." INFORM messages carry the same data as TRAPs, but are acknowledged by the recipient or otherwise resent until they are acknowledged (5 retries, 1 second timeout). N (No = trap) Y (Yes = inform)

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Network Detail Description

HTTP Port* The port to use for a nonsecure connection. Default=80

HTTPS Port* The port to use for a secure connection. Default=443

Device Type* E5-30x/E5-520

Sub Type* (E5-48 only) The network subtype.

Network Login Name* The user name or ID used to log in to the device. If you are using the default login user name, that user name displays in this field.

Auto Connect* Yes (Y) automatically attempts to reach to the node via SNMP approximately once every minute. No (N) turns off this feature. Note: If you set the Auto Connect parameter to N (do not automatically reconnect) and the node gets disconnected, it will be skipped when a scheduled task runs.

Time Zone* Specifies the network time zone in the number of hours in relation to GMT. When you create a network, you assign it to a time zone.

Running Version Specifies the software version currently running on the device. Note: The device can hold two versions of the software. See the following two field definitions to understand how the Alternate Version is used.

Committed Version The version of the software (Running Version or Alternate Version) configured as the version that will be used when a device resets due to a failure condition (such as a power failure). Note: For information on how to toggle the Committed Version locally, see the Calix E5-30x/E5-520 documentation.

Alternate Version The non-running version of software that is loaded on the device.

Global Profile Enabled* Specifies whether global profiles are enabled (Y) or disabled (N).

* Parameters listed above with an asterisk can be edited.

Viewing and editing E5-30x/E5-520 details requires Full CMS Administration privileges.

To view and edit E5-30x/E5-520 details

1. On the Navigation Tree, click the root region, parent region, or network group.

2. In the Work Area, click Network Details > and the model name of the device.

3. To edit a parameter, do the following:

a. In the node list, single-click the row of the the device to edit.

b. In the Edit row, modify the editable parameters as needed.

c. Click Apply, and then click OK to save the new settings.

Deleting an E5-30x/E5-520 node requires Full CMS Administration privileges.

Note: E5-30x/E5-520 nodes can be deleted in a synchronized or unsynchronized (disconnected) connection state.

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To delete an E5-30x/E5-520 node

1. On the Navigation Tree, click the root region, parent region, or network group.

2. In the Work Area, click Network Details > and the model name of the device.

3. In the node list, single-click the row of the the device to delete.

4. If the node displays as Connected in the Connection State column, do the following:

a. In the toolbar, click Action > Disconnect.

b. Click OK to confirm the action.

5. In the toolbar, click Delete, and then click OK to confirm the deletion.

Creating a Graphical Link Between Calix Devices A graphical link represents a connection between the devices in a network group and is shown in Topology View, for example, a fiber link between two Calix network elements within a network group. CMS self-discovers the node links within B6 and C7 networks (green links). Therefore, you only need to create cross-platform connections (blue links).

Before creating a graphical link, you must add the devices to a network group.

Creating a graphical link between devices requires Full CMS Administration privileges.

To create a topology link between network elements (drag-and-drop method)

1. On the Navigation Tree, select the Network Group that contains the devices.

2. In the Topology Work Area, locate the task list to the right of the zoom ratio list. Select Topology Links.

3. Click on a starting node, and then click on another node to terminate the link.

4. In the Topology Links dialog box, do the following:

In the From Endpoint and To Endpoint areas, specify the ports on the devices you are creating a link from and to.

Click Add to move the endpoints to the Topology Links to be Created area.

Optionally, in the Link Type, Description, and Bandwidth fields, type the information to be associated with the link.

At the bottom of the dialog box, click Create.

5. Click OK to confirm the action.

In the Topology and Map View Work Areas, a blue link displays between the two devices.

Tip: Hover the mouse over the new link to display topology link information in a Tooltip.

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To create a topology link (table method)

1. On the Navigation Tree, select the Network Group that contains the devices.

2. In the Work Area tabs, click Topology Links.

3. In the Toolbar, click Create.

4. In the Links table, do the following:

In the From Endpoint and To Endpoint areas, specify the Calix devices you are creating a link from and to:

For C7 networks, select the network, shelf, facility, and port.

For other Calix nodes, select the node in the Network field, and type a port in the Facility field.

Click Add to move the endpoints to the Links to be Created area.

Optionally, in the Link Type, Description, and Bandwidth fields, type the information to be associated with the link.

At the bottom of the dialog box, click Create.

5. Click OK to confirm the action.

In the Topology and Map View Work Areas, a blue link displays between the two devices.

Tip: Hover the mouse over the new link to display the topology information in a Tooltip.

To delete a topology link

1. On the Navigation Tree, select a Network Group with a link between devices.

2. In the Work Area, click Topology Links. In the link list, select one or more links to delete.

3. Click Delete.

If there are two or more links, a list displays where you can select the links to be deleted. Click OK.

4. In the Confirmation dialog box, click OK to confirm the deletion.

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Using the Cut-Through Telnet or Web Interface With the CMS Desktop cut-through feature, you can start a Telnet or web session to do the following:

Work in the web interface or command line interface (CLI) mode to perform provisioning commands.

Provision a higher (later) version of software through the CMS server, even though such nodes have not been tested on, and may not work with, the current CMS software server version.

CMS supports a maximum of 15 Web Interface cut-through sessions and 5 Telnet CLI sessions for each node.

Cut-through sessions require Min (Minimum) CMS Administration privileges and Full Provisioning privileges for the node on which you want to establish a connection.

Note: For any Calix product that CMS manages using the web cut-through facility, the IP address of the managed node should be in the DNS database of a server that the CMS host uses. If this task is not completed, then the Linux host where CMS is running will require an entry for each managed element added to its /etc/host file.

To open to a Telnet session

1. On the Navigation Tree, click a Region or Network Group.

2. In the Work Area, click Network Details > and the model name of the device.

3. In the Display Name column, right-click the node of which you want to connect.

4. From the pop-up menu, select one of the following:

Cut-Through Web to open a CMS Cut-Through Web window.

Cut-Through Telnet to open a CMS Telnet Cut-Through CLI window.

Modifying the Default User Name or Password You can change the default user name and password used to connect to E5-30x/E5-520 devices. To change a device user name and password, you must modify them locally on the device.

Calix strongly recommends that you change the default network login credentials delivered with CMS. Failure to do so may cause auto-provisioning disablement.

Note: If the login user name or password does not match the user name or password, you cannot connect to the device from CMS.

Modifying an E5-30x/E5-520 device user name or password requires Full CMS Administration privileges.

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To change an E5-30x/E5-520 device user name or password

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System and then the model name of the device.

3. Change the user name and password fields to match the new default values.

Note: User names and passwords are case-sensitive and must match the corresponding user name and password of the E5-30x/E5-520 system.

4. Click Apply, and then click OK to save the new settings.

Scheduling a Software Upgrade This procedure describes how to schedule a full upgrade or patch upgrade for an E5-30x/E5-520 via the CMS. You may schedule an upgrade for a single or multiple nodes.

This procedure assumes that you have performed an initial upgrade to software release 1.0.

A scheduled CMS software upgrade task includes the following options:

Both Download/Activate and Reload: Download and activate a new full release image, and reload each node to operate with the new software.*

Download/Activate Only: Download and activate a new full release image on each node included in the scheduled task without initiating a reload.

Reload Only: Reload each node to start operating with the new full release image.*

Patch Upgrade: Download and immediately apply a patch release image to the currently running image.

* When reloading the software, you apply one method of reloading the nodes included in the scheduled task:

Sequentially: For ring network topologies, perform a reload on one node at a time.

In Parallel: For linear chain network topologies, perform a reload on all nodes in parallel.

Following the software reload, the new full release image is the currently running image.

Note: For a sequential upgrade, the CMS acts as the master during the software reload phase. If the CMS server shuts down before the scheduled task completes, you can re-run the task once the CMS is restored (in the scheduled task list, right-click the task and click Re-Run). This reloads the software upgrade task from the beginning.

Service-affecting procedure

Calix recommends performing the reload phase of the upgrade during a maintenance window.

For linear chain topologies, the reload phase is service-affecting for several minutes.

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For non-redundant services on ring topologies, the upgrade reset phase is service-affecting for several minutes.

For redundant services on ring topologies, the reload phase causes a momentary disruption in service, and the network runs without alternate path protection.

ALERT! Calix strongly recommends scheduling separate software upgrade tasks for ring and linear-chain network topologies.

Do not schedule a Sequential upgrade for a linear-chain network topology, as this results in multiple service outages of several minutes each during the reload phase.

To schedule an E5-30x/E5-520 software upgrade (CMS only)

1. Identify the network topology (ring or linear-chain) for the nodes to be upgraded.

2. On the Navigation Tree, click CMS.

3. In the Work Area, click System > Scheduled Tasks > Software Upgrade.

4. In the toolbar, click Create, and then click the type of node you are upgrading.

The New Upgrade Task dialog box opens.

5. In the Schedule Options area, select Schedule for later and then click the calendar icon to open the Select Date dialog box. Use the single scroll buttons to view the next (or previous) month or year, click the date to start the upgrade, and then click OK. In the hour (hr) and minute (min) lists, select the time for the download to start.

6. In the Upgrade Software area, do the following:

a. In the Upgrade Option list, select the action to perform: Both Download/Activate and Reload, Download/Activate Only, Reload Only or Patch Upgrade.

b. In the File box, type the complete uniform resource identifier (URI) for the full release image or patch release image file, formatted as follows: <protocol>://[<user>:<password>]@<host>[:<port>]/<uri-path>/[<file>]

where:

protocol = the transport method (HTTP, HTTPS, FTP, TFTP, SFTP, or SCP)

user = username on the upgrade server

password = password on the upgrade server

host = IPv4 address or host name

port = logical port number on the upgrade server

url-path = the directory where the software upgrade files reside on the server

file = filename

The upgrade server username and password are required for SFTP and SCP; all other parameters in brackets [] are optional.

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Note: With SFTP and SCP URLs, the path name given is the absolute name on the server. To access a file relative to the remote user's home directory, prefix the file with /~/ , such as: sftp://user:[email protected]/~/upgrade-filename.run

Steps 6c to 6e are not applicable for a Download/Activate Only or Patch Upgrade task.

c. In the How to Reset list, select one of the following:

Sequentially: For ring network topologies, perform a reload on one node at a time.

In Parallel: For linear chain network topologies, perform a reload on all nodes in parallel.

Note: Do not mix ring and linear chain networks in the same scheduled task.

d. (Optional, for Sequentially scheduled tasks) By default, the Abort check box is selected. To allow a reset operation if a device fails to boot up, deselect the Abort check box.

7. In the Network Selection area, select the network groups and nodes to upgrade. To select a root region, network group, or a single node, right-click over it, and then click Select. The square to the left of the network group or node changes to green to indicate that it is included.

Note: Only include nodes configured in a ring topology for a Sequential reload, or nodes configured in a linear-chain topology for an In-Parallel reload.

a. Select the root region to include all nodes of the same type (based on the selected upgrade task type).

b. Expand or double-click the root region to view the network groups. Expand or double-click a network group to view the nodes under it. Selecting a network group selects all E5-30x/E5-520 nodes under it. Selecting an E5-30x/E5-520 node only selects a single node.

c. Repeat Step 7b for each additional network group or node to include in the upgrade. To remove a selected network group or node from the upgrade, right-click it and click Un-Select.

8. At the bottom of the New Upgrade Task dialog box, click OK to save the settings.

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Managing C7 Networks CMS support for Calix C7 networks described in this guide includes the following:

• Organize C7 networks in CMS regions or network groups. See Managing Regions and Network Groups (on page 86).

• View and manage C7 alarms in the CMS Alarm Table and perform historical queries of alarms. See Fault Management (on page 237).

• Search C7 network elements in the CMS database based on user-defined criteria. See Searches and Inventory Reports (on page 92).

• Use a GoogleMaps interface to create a customized topology view. See Working in Map View (on page 87).

• View and filter IP hosts, PPPoE hosts, MAC hosts, and DHCP leases.

• Open a TL1 cut-through session for management and open a cut-through C7 iMS session.

CMS support for Calix C7 networks described in the C7 platform documentation includes the following:

• Create global C7 profiles and subscriber templates.

• Using the Services screen to activate voice, data, and video subscriber services.

Note: A user security model for C7 networks enables CMS system administrators to designate user groups for min. (viewing) access or full provisioning privileges to functional areas of the C7. For details, see Functional Privileges (on page 66).

Important: To enable deletion, editing, and creating of C7 network elements such as equipment, services, grades of service, and interface groups, you must set all C7 Provisioning sub-categories to Full. To only enable viewing of these elements, set all sub-categories to Min.

For configuration and other details, see the Calix C7 platform documentation.

Creating a C7 Network When creating a C7 network, Calix recommends providing IP addresses to two separate AMP cards to ensure redundant access to the network.

Connecting a C7 network to the CMS server assumes that you have assigned shelves and nodes to the network and have configured a valid IP address on the Ethernet port on the AMP or ATP card. You can launch the iMS locally at the network to verify the information.

Note: By default, in C7 Node View, CMS displays a graphic of a rack with C7 shelves in top to bottom order. To reverse the shelf order from bottom to top, set the Reverse Shelf Order network parameter to Y (Yes) after creating the network.

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Creating a network requires Full CMS Administration privileges.

To create a C7 network

1. On the Navigation Tree, click the parent region or network group for the new C7 network.

2. Click Create > C7.

Note: You must be in one of the following Work Area tabs to create a C7 network: CMS Region (at the root region), Topology (at a network group), Map View, or Network Detail > C7.

3. In the New C7 Network dialog box, do the following:

a. In the Network Name box, type a name for the network.

Note: Network names can contain alphanumeric characters, underscores, and spaces, and are case-sensitive. In addition, you cannot use the same name for a network that has already been created.

b. In the Location list, click the region to use as the parent for the new network.

c. In the IP Address 1 box, type the IP address to use to connect to the C7 network. If there is an alternate IP address, type it in the IP Address 2 box.

d. In the Port box, leave the box blank to use the default port number (50000) used to connect to the C7 network. To use a different port number, type the number.

e. In the Network Login Username and Network Login Password boxes, leave the boxes blank to use the default C7 user name and password to connect to the C7 network. If the C7 network uses a unique user name and password, type them in the boxes.

Note: Default network login user names and passwords are defined in the Systems Settings area.

f. In the Auto Connect list, accept the default Y to automatically connect to the network after creating it.

g. In the Synchronize CMS Time to Network list, accept the default Y to optimize alarm and log synchronization.

h. In the Enable Global Profiles list, accept the default Y to add global CMS profiles to the network and synchronize changes as they occur.

i. In the Time Zone list, click the local time zone for the C7 network location. CMS translates the local C7 time to the time zone of the CMS server, and displays alarms and events in the time zone of the CMS server.

j. (Optional) Specify an address or a latitude and longitude for viewing the new network icon in Map View. Click the ellipsis button to the right of the Address Location Info box to open the entry dialog box, and do one of the following.

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Type the address location in the box provided. Click OK to save the information.

Click the Enter Lat/Lng radio button and type the latitude and longitude in the respective boxes. Click OK to save the information.

4. At the bottom of the New C7 Network dialog box, click OK to create the network.

5. (Optional) In the network view Work Area, move the new network icon by clicking and dragging it. At the network level in the Navigation Tree, you can click and drag the C7 nodes.

Related topics Viewing or Managing C7 Network Parameters (on page 188)

Changing the Default C7 Network User Name and Password (on page 350)

Viewing or Managing Network Parameters After creating a network in CMS, you can view and edit the C7 network parameters listed in the following table:

Network Detail Description

Display Name The name that displays next to the network on the Navigation Tree.

Region* The parent region or network group under which the network displays on the Navigation Tree.

Connection State The current network connection status (Synchronized, Connected, or Disconnected). Synchronized indicates that the network inventory data and global profiles are synchronized with CMS. Connected indicates that database changes on the network have not synchronized with CMS. This status can occur if the network was disconnected from CMS or C7 database and change events were lost; it does not indicate an error condition. Typically, the status changes to Synchronized following the next inventory snapshot scheduled task. Disconnected indicates that the network has disconnected from CMS. A Network Dropped alarm is raised when the network disconnects from CMS except in this circumstance: The CMS server restarts and the network does not successfully connect to CMS. For more information, see Troubleshooting a C7 Network Connection (on page 190).

IP Addresses 1 and 2* The in-band or out-of-band (or combination) IP addresses of the C7 network. Use the second address for redundancy. Be sure each address references a separate AMP or ATP card. Note: To modify the C7 network IP parameter, see the procedure below, "To edit a C7 network IP address."

Port* The port used to connect to the C7 network. Note: Only modify this parameter if the C7 network uses a port other than the default of 50000.

Network Login Name* The user name or ID used to log in to the C7 network. If you are using the default C7 user name, that user name displays in this field.

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Network Detail Description

Synchronize Time* To optimize alarm and log synchronization, Calix strongly recommends that you accept the default to synchronize the network time to CMS system time on a daily basis. CMS time represents the time on the CMS server. By default, the Synchronize CMS Time to Network parameter is set to Y (Yes) to report network alarms and events logs in CMS system time. Note: You can view the C7 network time for an alarm or event in the alarm and event logs.

Auto Connect* Controls whether the system attempts to automatically reconnect if CMS detects that the network is disconnected. By default, this parameter is set to Y (automatically attempt to reconnect). Set it to N to manually reconnect disconnected networks. Note: If you set the parameter to N and the network gets disconnected, the network is skipped for any scheduled tasks (such as C7 backups). Note: By default, CMS system checks the network connection state every 30 minutes. If you change the Auto Connect value from N to Y, the system takes up to 30 minutes to reconnect.

Time Zone* Specifies the network time zone in the number of hours in relation to GMT. When you create a network, you assign it to a time zone.

Software Version The software version of the C7 network. This is a display only field. To upgrade the software version, contact technical support.

Cache Enabled* Specifies whether or not cache is enabled on the CMS server to improve performance of networks.

RADIUS Enabled* Specifies whether RADIUS authentication is enabled or disabled.

Global Profiles Enabled* Specifies whether global profiles are enabled or disabled.

Reverse Shelf Order* Specifies whether shelves within a rack display from top to bottom (N) or bottom to top (Y) in Node View.

* Parameters listed above with an asterisk can be edited.

Editing network details and deleting networks require Full CMS Administration privileges.

To view and edit C7 network details

1. On the Navigation Tree, click the parent region or network group of the C7 network you are viewing.

2. In the Work Area, click Network Details > C7 Networks.

3. To edit a parameter, do the following:

a. In the network list, hold down the Ctrl key and click the network(s) to edit.

b. In the Edit row, modify the editable parameters as needed.

c. Click Apply, and then click OK to save the new settings.

To edit a C7 network IP address

1. If the network is connected in CMS, disconnect it:

a. In the Navigation Tree, select the region or network group with the network. In the Work Area, click Network Details > C7 Networks.

Tip: From the root region, you can view a list of all C7 networks in CMS.

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b. In the network list, select the network you are updating.

c. Click Action > Disconnect.

2. Log in to iMS on the C7 network you are updating and do the following:

a. In the Navigation Tree, select the C7 shelf with the admin master AMP or ATP card.

b. In the Work Area, click Login Channel. In the Ethernet port area of the port used for connectivity, change the IP address to match the new address.

c. Click Apply, and then click OK to save the new setting.

Local access to this network is lost and the iMS session times out after a few minutes.

3. In CMS Desktop, update the IP address and connect to the network:

a. Select the C7 network as in Step 1a and Step 1b.

b. In the Edit row, modify the IP Address to match the new address.

c. Click Apply, and then click OK to save the new setting.

d. Manually connect to the C7 network (on page 191).

To delete a C7 network from CMS

Note: C7 networks must be in a disconnected connection state (see Step 4 in the following procedure) before they can be deleted.

1. On the Navigation Tree, click the root region, parent region, or network group.

2. In the Work Area, click Network Details > C7 Networks.

3. In the node list, select the network(s) to delete.

4. (If the network displays as Connected in the Connection State column) In the toolbar, click Action > Disconnect, and then click OK to confirm the action.

5. In the toolbar, click Delete, and then click OK to confirm the deletion.

Troubleshooting a C7 Network Connection If you cannot connect to a C7 network from CMS, ask your CMS system administrator to log on to the CMS server and perform the following troubleshooting steps.

To troubleshoot a C7 network connection

Perform these troubleshooting actions in the following order until the C7 network connection problem is cleared:

From a Telnet or X terminal session, ping the network from the CMS server using the IP address, user name, and password used to create the network in CMS.

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Note: A blank User Name field in the Network Information screen indicates that the network was created using the default C7 user name and password.

Investigate for possible LAN/firewall issues between the CMS server and the network.

Check that the network login and password used by CMS are valid.

If the network has raised a Network Dropped alarm, delete the network from CMS and recreate it.

Investigate for a possible admin master AMP/ATP card failure in the network.

Connecting to C7 Networks If you set the C7 auto-connect parameter to Y (Yes) when you create a C7 network, CMS automatically attempts to establish a network connection. Thereafter, by default, CMS checks the network connection statuses every 30 minutes. If the system detects a disconnected network, it automatically attempts to reconnect using the defined network parameters.

Note: After a C7 network is created and connected in CMS, the connection is set not to time out, regardless of the C7 user account timeout setting.

To connect to one or more networks manually, or to exclude the network from automatically reconnecting, you can set the auto-connect parameter to N (No). You can then use the following procedure to manually connect to a single network or to multiple networks at a time.

Connecting to CMS takes approximately 10 to 15 seconds per C7 network.

Manually connecting to C7 networks requires Full CMS Administration privileges.

To manually connect to one or more C7 networks

Option 1

1. Select a single network on the Navigation Tree:

a. On the Navigation Tree, expand or double-click a disconnected network.

b. In the confirmation dialog box that displays, click Yes.

Option 2

2. Connect to one or more networks from a list of networks:

a. On the Navigation Tree, click the parent region or network group.

Tip: From the root region, you can view a list of all C7 networks in CMS.

b. In the Work Area, click Network Details > C7 Networks.

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c. In the network list, use Ctrl+click to select networks one at a time or Shift+click to select a range of networks to connect to.

d. Click Action > Connect.

e. In the confirmation dialog box, click OK.

When to disconnect C7 networks from CMS

ALERT! To optimize CMS performance and avoid unnecessary northbound messages (alarms and events originating at the C7 network element management system and reported in CMS), Calix strongly recommends that you disconnect from the network in CMS before adding a C7 shelf to a network or upgrading one, and remain disconnected until after you have completed the operation.

Ethernet Provisioning Features

Ethernet Uplink and Downlink Provisioning Tools

Data Uplinks and Downlinks

CMS and C7 iMS provide tools for creating Ethernet uplinks and downlinks to subtended devices for the following service applications:

• RBE/DHCP model (Routed, Layer 3)

• PPPoE relay model (Routed, Layer 3)

Application-specific Ethernet Uplink and Downlink provisioning tools automatically create the necessary Ethernet service elements for each application to simplify uplink and downlink provisioning. You simply specify the virtual bridge and VLAN on that virtual bridge and CMS or C7 iMS configures the interface with the appropriate parameters necessary.

For information about using the tools, see the Calix C7 Broadband Data Services Guide.

DSLAM Aggregation

The ATM-to-Ethernet Aggregation tool provides a simple way to aggregate downstream ATM DSLAMs (on OCx, DSx and IMA interfaces) to an Ethernet uplink.

Using the VLAN per port model, the ATM to Ethernet Aggregation tool maps downstream ATM VP/VC values to single-tagged or double-tagged (S-Tag/C-Tag) Ethernet VLANs. When used for ATM DSLAMS, this tool simplifies the bridging of contiguous ranges of VC values within the context of a defined VP (representing an ATM DSLAM). It supports DSLAM-per-VP segmentation (one DSLAM per VLAN) as well as multiple DSLAMs (with identical VP/VC values) on the same VLAN by providing VC-to-CVID (C-Tag) offsets.

For information about using the tool, see the Calix C7 Broadband Data Services Guide.

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Video Uplinks and Downlinks

CMS and C7 iMS provide tools for creating the following:

• Ethernet uplinks for video service

• Ethernet downlinks to subtended Calix service units

For information about using the tools, see the Calix C7 Video Services Guide.

VoIP Uplinks and Subtended Services

CMS and C7 iMS provide tools for creating Ethernet uplinks for the following applications:

• H.248 service

• ONT SIP service

• CMS and C7 iMS also provide tools for configuring these subtended VoIP services:

• TDM voice gateway for subtended VoIP lines

• Ethernet downlink for subtended services (connecting directly to the subtended service unit or indirectly through an aggregation switch)

For information about using these tools, see the Calix C7 VoIP Services Guide.

Ethernet-over-SONET Provisioning

Use the Ethernet-over-SONET Provisioning tool in CMS to provision Ethernet-over-SONET transport and service drops on C7 networks across multiple shelves.

With the Ethernet-over-SONET Provisioning tool, you can:

• Turn up new Ethernet-over-SONET services.

• Modify existing Ethernet-over-SONET services. For example, add STSs to, or remove STSs from, an XLAN; add additional XLANs to a network; or add or remove service drops.

• Delete Ethernet-over-SONET services.

For details on provisioning Ethernet-over-SONET transport and service drops, refer to the Calix C7 Provisioning Guide.

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Tools for Migrating Services

Moving circuit endpoints to migrate uplinks

With the CMS Rolls tool, you can move selected or entire groups of circuit endpoints to a common location. You can use this feature to move end-to-end two-way VP and VC cross-connects terminating on ATM or VLAN-destined endpoints, as shown in the following instances:

• Migrating from an ATM endpoint to an Ethernet endpoint

• Migrating from an ATM endpoint to another ATM endpoint

• Migrating from an Ethernet location to another Ethernet location of VLAN

• Migrating from an Ethernet location to another Ethernet location of VB

• Moving T0 cross-connect endpoints on GR-303 and H.248 interface groups

The Rolls tool simplifies cross-connection reprovisioning and reduces the time required to tear down and re-establish services. You can also move cross-connection endpoints to another shelf if allowed by the provisioning, such as network protection and available bandwidth.

For details on how to use the Rolls tool, see the Calix C7 Maintenance Guide.

ATM to Ethernet aggregation

The ATM-to-Ethernet Aggregation tool provides a simple way to aggregate downstream ATM DSLAMs (on OCx, DSx and IMA interfaces) to an Ethernet uplink.

Using the VLAN per port model, the ATM to Ethernet Aggregation tool maps downstream ATM VP/VC values to single-tagged or double-tagged (S-Tag/C-Tag) Ethernet VLANs. When used for ATM DSLAMS, this tool simplifies the bridging of contiguous ranges of VC values within the context of a defined VP (representing an ATM DSLAM). It supports DSLAM-per-VP segmentation (one DSLAM per VLAN) as well as multiple DSLAMs (with identical VP/VC values) on the same VLAN by providing VC-to-CVID (C-Tag) offsets.

Migrating service from BPON to GPON

In C7 networks running release 5.2 and higher, you can replace an OLTB-2 card with an OLTG-4 card and migrate services to the new card.

For information about migrating service from BPON to GPON, see the Calix C7 Maintenance Guide or the Calix C7 FTTP Services Guide.

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Deleting a C7 Shelf

CMS supports deleting a C7 shelf from a ring network. This process is typically used when breaking a ring into smaller networks.

Process overview

1. Ensure the shelf meets the listed conditions to be deleted successfully.

2. Align end-to-end cross-connections, using the Bulk Provisioner tool.

3. Manually align any one-way cross-connections that are shown as misaligned.

4. Delete or move all cross-connections originating or terminating on this shelf.

5. Move fiber and hardware connections.

6. Delete the shelf from the network, using CMS.

For a complete procedure with detailed instructions for the steps listed above, see the Calix C7 Maintenance Guide.

Viewing and Filtering IP Hosts In CMS you can view and filter IP host information to troubleshoot and investigate C7 service issues:

• View IP hosts across multiple C7 networks: Locate physical endpoints and isolate traffic at Layers 2 and 3 based on MAC and IP addresses to ensure that network resources are not depleted by high-bandwidth applications, malicious hackers, or spammers. After isolating an IP address that is suspect, you can block the offending host until the problem is resolved.

• View IP hosts associated with CPEs: Locate and troubleshoot subtended devices based on host MAC and IP addresses, such as ADSL modems or gateways and set top boxes (STBs) deployed at the customer premises. You can view IP hosts associated with a C7 network IRC, virtual router (VR), or subscriber port (DSL, ONT Ethernet or HPNA, or Gigabit Ethernet port).

For example, view the VR in the C7 network that routes data to a subscriber port, and how the IP address information was obtained on the subtended equipment.

From an IRC card or VR, you can filter results based on the IP address, MAC address, and Layer 2 interface address.

The following table lists alphabetically the IP host information you can view.

Parameter Description Cross-Network Search

IRC VR Subscr. Ports

CMDPROC or RTRAID

Router address (AID) on C7 shelf

--

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Parameter Description Cross-Network Search

IRC VR Subscr. Ports

HOSTPROTO IP host protocol type (ARP, DHCP relay, static, or local interface)

HOSTTYPE IP host provisioning type (STB or Other)

IGMPTIMEOUT IGMP timeout -- --

--

IPADDRESS IP interface address

L2IFAID Layer 2 interface access identifier AID – address of the destination endpoint of the virtual cross-connection being created

MACADDR MAC address

VLAN Virtual LAN associated with the virtual router or ports selected on the Navigation Tree

To view and filter IP host information across C7 networks (CMS only)

1. Open CMS Web (on page 38).

2. In the Module list on the left, click Configuration > C7 > IP > IP Host.

3. Refer to the instructions in Performing a Search (on page 96), and these specific options:

To specify search criteria based on an IP or MAC address, click the arrow to the right of Additional Criteria to access the filters.

In the search results, click the hyperlink under Row # to jump to a Form View of the information for the row.

To view IP host information from an ADSL, ONT, or GE port (CMS only)

Note: From an ADSL port, only the IP hosts for which the L2IFAID has a corresponding VC endpoint are listed.

1. On the Navigation Tree, select ports from the following options:

One or more ADSL ports on an ADSL or COMBO card

One or more ONT Ethernet or HPNA ports on an ONT

One or more GE ports on a GE-2p card

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Use Shift+click to select a range of ports, or Ctrl+click to select one port at a time.

2. In the Work Area, click Subscriber > IP Host.

To view and filter IP host information from an IRC card or virtual router (CMS only)

1. On the Navigation Tree, select one of the following:

An IRC card

A virtual router (VR)

2. In the Work Area, click IP > Host.

3. View the results on screen, using the options in Step 4 or Step 5 to filter or customize the list.

4. (Optional) Filter IP host entries based on a specific MAC address, IP address, or Layer 2 interface address. At the bottom of the Work Area, click Unfiltered. In the Filter dialog box:

a. Specify a MAC or IP address filter by typing it in the corresponding field.

b. Specify a Layer 2 interface or VLAN filter as follows:

To the right of the field, click Values. (To clear the filter if it has been specified, click Clear, and then click Values again.)

In the Facility Shelf or Shelf list, select a C7 shelf.

(For a Layer 2 interface filter) Select a facility type and other filter criteria (options change based on the facility type selected).

(For a VLAN filter) In the lists, select a virtual bridge and VLAN.

At the bottom of the dialog box, click OK.

c. At the bottom of the Filter dialog box, click OK.

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The filter results display on screen. For longer lists, click Next and Previous to scroll through the filter results one screen at a time.

The button at the bottom right of the Work Area changes to Filtered. You can click it to modify the filter criteria. In the Filter dialog box, click Clear All to clear the current filter settings.

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5. (Optional) Customize the report using any of these features:

Sort the results by a parameter by click a column heading.

Customize the display order, view the parameter definitions, or export the results to a browser window or to a CSV file:

Move the cursor over the column heading row.

Right-click to display a popup menu and select a menu option.

Change the number of records that display on screen by entering a different value in the Enter Number of Records box (default is 50) at the bottom of the Work Area.

Note: From the IP Host Work Area on an IRC card, you can also create and delete static hosts. For more information, see the C7 Video Services Guide.

Viewing and Filtering PPPoE Hosts and Sessions In CMS you can view and filter PPPoE host and session information across multiple C7 networks, from a virtual bridge, or from an ADSL or ONT subscriber port.

From a cross-network search, you can filter results based on an IP or MAC address. The search result lists the CMS region, network, and virtual bridge AID associated with the PPPoE host.

From a virtual bridge, you can filter results based on the MAC address, host MAC address, VLAN, Layer 2 interface address, and PPP encapsulation.

The following table lists alphabetically the parameters you can view.

Parameter Description

L2IFTAID Layer 2 interface access identifier AID: subscriber port on which the host was discovered, OR the AID of the remote endpoint of the subscriber VC

MACADDRESS MAC Address of the host as learned from the PPPoE Discovery packet

SESSION PPPoE session (Y or N)

PPPENCAP PPP encapsulation: ALL (both PPPoE and PPPoA) PPPoA (Point-to-Point Protocol over ATM) PPPoE (Point-to-Point Protocol over Ethernet)

PPPoASTATE PPPoA state (cross-network or PPPoE session search only): CONNECTED CONN_LCPREQ (Connected, PADS received, LCP configuration request sent to

Access Concentrator) CONN_PADT (PADT received; session terminating) DISC_PADI (Disconnected, PADI broadcast) DISC_PADR (Disconnected, PADO received and PADR sent)

VLAN Virtual LAN

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To view and filter PPPoE host information across C7 networks (CMS only)

1. Open CMS Web (on page 38).

2. In the Module list on the left, click Configuration > C7 > IP > PPPoE Host.

3. Refer to the instructions in Performing a Search (on page 96), and these options:

To specify search criteria based on an IP or MAC address, click the arrow to the right of Additional Criteria to access the filters.

In the search results, click the hyperlink under Row# to jump to a Form View of the information for the row.

To view and filter PPPoE host or session information from a virtual bridge (CMS only)

1. On the CMS Desktop Navigation Tree, select one or more virtual bridges (VB).

2. In the Work Area, do the following, click one of the following:

For PPPoE host information, PPPoE > Host

For PPPoE session information, PPPoE > Session

3. View the results on screen, using the options in Step 4 or Step 5 to filter or customize the list.

4. (Optional) Filter host entries based on a specific parameters. At the bottom of the Work Area, click Unfiltered. In the Filter dialog box:

a. Specify an AC or host MAC address filter by typing it in the corresponding field.

b. Specify the PPP encapsulation method by selecting PPPoE or PPPoA from the list.

c. Specify a Layer 2 interface or VLAN filter by doing the following:

To the right of the field, click Values. (To clear the filter if it has been specified, click Clear, and then click Values again.)

In the Facility Shelf or Shelf list, select a C7 shelf.

(For a Layer 2 interface filter) Select a facility type and other filter criteria (options change based on the facility type selected).

(For a VLAN filter) In the lists, select a virtual bridge and VLAN.

At the bottom of the dialog box, click OK.

d. At the bottom of the Filter dialog box, click OK.

The filter results display on screen. For longer lists, click Next and Previous to scroll through the filter results one screen at a time.

The button label at the bottom right of the Work Area changes to Filtered. You can click it to modify the filter criteria. In the Filter dialog box, you can click Clear All to clear the current filter settings.

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5. (Optional) Customize the display using any of these features:

Sort the results by a parameter by clicking a column heading.

Customize the display order, view parameter definitions, or export the results to a browser window or to a CSV file:

Move the cursor over the column heading row.

Right-click to display a popup menu, and then select a menu option.

Change the number of records that display on screen by entering enter a different value in the Enter Number of Records box (default is 50) at the bottom of the Work Area.

To view PPPoE host information from an ADSL or ONT subscriber port (CMS only)

Note: From an ADSL port, only the PPPoE hosts for which the L2IFAID has a corresponding VC endpoint are listed.

1. On the CMS Desktop Navigation Tree, select one of the following:

An ONT Ethernet or HPNA port.

An ADSL port.

2. In the Work Area, click Subscriber > PPPoE Host.

3. View the results on screen, using the options in Step 4 to customize the list.

4. (Optional) Customize the display using any of these features:

Sort the results by a parameter by clicking a column heading.

Customize the display order, view parameter definitions, or export the results to a browser window or to a CSV file:

Move the cursor over the column heading row.

Right-click to display a popup menu, and then select a menu option.

Change the number of records that display on screen by entering enter a different value in the Enter Number of Records box (default is 50) at the bottom of the Work Area.

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Viewing and Filtering MAC Hosts In CMS you can view MAC host information from various points in a C7 system and filter MAC host information from a shelf or a virtual bridge to troubleshoot and investigate C7 service issues.

View MAC Host Information Filter MAC host Information

Virtual bridge

Shelf

Subscriber ports:

ADSL

XDSL

Ethernet

Line cards:

RAP10-GE

EGW

GE-2E, GE-2P, GE-2p4E

COMBO2-24V, VDSL2-24

OLTG-4E

Virtual bridge

Shelf

From a virtual bridge or shelf, you can filter results based on the MAC host address, bridge, VLAN, Layer 2 interface address, and static provisioning.

From the various points in the C7 system listed above, you can view the following parameters.

Parameter Description

MACADDRESS MAC Address of the host

BRIDGE Local or Virtual Bridge

VLAN Virtual LAN associated with the host

L2IFTAID Layer 2 interface access identifier AID: subscriber port on which the host was discovered, OR the AID of the remote endpoint of the subscriber

STATIC Whether the host protocol is static

To view MAC host information in C7 networks (CMS only)

1. From CMS, expand the Navigation Tree, and do one of the following:

Click the subscriber port, and then click Subscriber > MAC Host.

Click the line card, and then click MAC Host.

Click the Shelf or VB, and then click VLANS > MAC Host.

By default, CMS shows the following MAC information for shelf and VB:

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Shelf = local bridge, RAP10-GE-CSA, selected VLAN (if selected) or default VLAN for the selected shelf

VB = virtual bridge, VLAN

To filter MAC host information in C7 networks (CMS only)

1. Open CMS Web (on page 38).

2. Click the Shelf or VB, and then click VLANS > MAC Host.

3. Click the Unfiltered button in the lower, right corner of the Work Area to create a custom filter for the MAC Host results.

4. Enter or select each of the filter parameters, and then click OK.

Note: If the VLAN parameter is left blank, the default value is VLAN-All.

Viewing and Filtering DHCP Leases In CMS you can view the following DHCP lease information from a C7 virtual router or IRC card (listed alphabetically):

Parameter Description Where

EXPTS Expiration time stamp IRC and VR

FIRSTAQTS First acquired time stamp IRC and VR

HOSTPORT Host port used by the DHCP lease IRC and VR

IPADDRESS Host IP interface address IRC and VR

LASTRENTS Last renewal time stamp IRC and VR

LEASETIME Lease time, in seconds IRC and VR

MACADDR MAC address IRC and VR

VLAN Virtual LAN VR only

You can additionally apply a filter to view list results based on the host IP address, MAC address, host port, and VLAN.

To view and filter DHCP leases from an IRC card or virtual router (CMS only)

1. On the Navigation Tree, select one of the following:

An IRC card

A virtual router (VR)

2. In the Work Area, click DHCP > LEASE.

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3. To filter entries based on a specific MAC address, IP address, or host port, at the bottom of the Work Area, click Unfiltered. The Filter dialog box opens.

To specify a MAC or IP address filter, type it in the corresponding field.

To specify a host port or VLAN filter:

To the right of the field, click Values. (To clear the filter if it has been specified, click Clear, and then click Values again.)

In the Facility Shelf or Shelf list, select a C7 shelf.

(For a host port filter) Select a facility type and other filter criteria (options change based on the facility type selected).

(For a VLAN filter) In the lists, select a virtual bridge and VLAN.

At the bottom of the dialog box, click OK.

At the bottom of the Filter dialog box, click OK.

The filter results display on screen. For longer lists, click Next and Previous to scroll through the filter results on screen at a time.

The button label at the bottom right of the Work Area changes to Filtered. You can click it to modify the filter criteria. In the Filter dialog box, you can click Clear All to clear the current filter settings.

4. Optional display and report features include the following:

To sort the results by a parameter, click a column heading.

To customize the display order, view parameter definitions, or export the results to a browser window in HTML format or to a file in CSV format, move the cursor over the column heading row, right-click to display a popup menu, and then select a menu option.

To change the number of records that display on screen, at the bottom of the Work Area, enter a different value in the Enter Number of Records box (default is 50).

Scheduling Database Backups You can schedule network element database backups to occur on a one-time, daily, weekly, or monthly basis.

Your CMS system administrator can set the default FTP server options: IP address, user name, and password of the FTP/SFTP host server.

Note: If you set the node's Auto Connect parameter to N (do not automatically reconnect) and the node gets disconnected, the node is skipped when a scheduled task runs, and no failure is reported in the task details.

For instructions, see Performing Shelf and Node Backups (on page 334).

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Inventory Snapshot Options CMS automatically synchronizes the network element inventory based on ongoing database change events. In addition, a system inventory snapshot scheduled task recurs weekly.

You can optionally generate an inventory report of MAC and IP hosts on Calix networks.

Related topic Scheduling an Inventory Snapshot (on page 345)

Using the CMS TL1 Interface You can use the CMS TL1 interface for provisioning and monitoring C7 networks connected to the CMS server. You can connect to the TL1 interface via CMS Desktop, CMS Web, a Telnet session, or secure mode with an SSH client.

CMS TL1 commands are similar to C7 TL1 commands, but additionally require one of the following as the Target Identifier (TID) parameter location (between the colons after the command verb):

The C7 network name, prefixed by NTWK- (for example, NTWK-1415 North Road CO).

Note: The prefix and network name are case-sensitive.

The System Identifier (SID) of any node in the C7 network you are interested in.

Note: Using the node SID does not change the scope of the command. It is only used to identify the network. Any shelf in the network can be referenced regardless of the node SID that is used in the command.

Restrictions and guidelines o When creating TL1 scripts, Calix recommends identifying the C7 network using the

network name (prefixed by NTWK-) rather than a SID.

o CMS uses the latest TL1 syntax for managing the current C7 release and up to two previous C7 system releases. Refer to the latest available TL1 reference documentation.

o To change the C7 network date and time, log in to the C7 network locally. You cannot retrieve the C7 network date and time using CMS TL1.

o Using the TL1 northbound interface requires the same user account permissions as CMS Desktop or Web for the equivalent task.

o Use the procedure below to connect to the CMS server through the TL1 interface.

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To access the CMS northbound interface using the TL1 interface

1. Connect to the CMS server using one of the following methods:

CMS Desktop: In the menu bar, click Tools > Telnet Console.

CMS Web: In the module list on the left, click CMS TL1. In the Login screen, type the user name, password, and host. For the host entry, use the format CMS_server:2626, where CMS_server is the CMS server name or IP address, and 2626 is the CMS TL1 port. Click OK.

Telnet session: Enter the IP address of the CMS server. The default CMS TL1 port is 2626. At the TL1 prompt (>), enter the TL1 login command using your CMS administrative user name and password:

act-user::username:::password;

SSH client: Enter the IP address of the CMS server. The CMS secure TL1 port is 8190. At the prompts, use your CMS administrative user name and password log in.

2. At the prompt, enter the TL1 command. In the TID parameter location, use the C7 network name (prefixed by NTWK-) or the SID of any node in the C7 network you are connecting to.

Examples

The CMS TL1 command to retrieve shelf 1 on node 1 in a C7 network named 1415 North Road CO (with two nodes (SIDs) named 1415Node_1 and 1415Node_2) can be formed in these two ways:

RTRV-SHELF:NTWK-1415 North Road CO:N1-1;

RTRV-SHELF:1415Node_1:N1-1;

The CMS TL1 command to retrieve equipment on shelf 1 on node 1 in the same C7 network can be formed in these two ways:

RTRV-EQPT:NTWK-1415 North Road CO:N1-1;

RTRV-EQPT:1415Node_1:N1-1;

C7 TL1 and iMS Cut-Through Sessions CMS Desktop and the CMS server are designed and tested to work with specific versions of C7 network software. Typically, CMS works with:

The latest C7 software version at the time of that CMS release

Two prior C7 software versions

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Sometimes you may need to provision a higher (later) version of C7 network software though CMS, even though such networks have not been tested on, and may not work with, that CMS software server version. The cut-through feature of CMS enables you to do so by configuring the CMS server to act as a proxy for the client to send higher (future) version TL1 or iMS commands.

Future support in the iMS includes displaying the C7 future network on the Network Tree, aggregating alarms, and accessing alarm logs. See Future Calix Platform Release Support (on page 389) for more information.

The CMS TL1 and iMS cut-through feature supports secure and insecure connections based upon the C7 network security settings. See Connection Security Modes (on page 58) for information about the CMS-to-C7 security mode.

With the CMS Desktop cut-through feature, you can right-click a network and start a TL1 or C7 iMS session on that network. CMS supports one TL1 cut-through to each C7 network. If you open a second TL1 cut-through session, the first session terminates. CMS supports up to a total of 20 combined TL1 and iMS cut-through sessions to C7 networks managed by the CMS server. Cut-through sessions require Full CMS Administration privileges and Full C7 Provisioning privileges on the C7 network you connect to.

To cut-through to a TL1 session

1. On the Navigation Tree, click a region or network group.

2. In the Work Area, click Network Details > C7 Networks.

3. In the Display Name column, right-click the C7 network.

4. From the pop-up menu, select Cut-Through TL1.

The TL1 Cut-Through window opens.

To cut-through to an iMS session

1. On the Navigation Tree, click a region or network group.

2. In the Work Area, click Network Details > C7 Networks.

3. In the Display Name column, right-click the C7 network.

4. From the pop-up menu, select Cut-Through iMS.

The C7 iMS opens.

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Managing B6 Networks CMS support for Calix B6 networks described in this guide includes the following:

• Organize B6 networks in CMS network groups. See Managing Regions and Network Groups (on page 86).

• View and manage B6 alarms in the CMS Alarm Table and perform historical queries of alarms. See Fault Management (on page 237).

• Search B6 network elements in the CMS database based on user-defined criteria (B6 nodes only). See Searches and Inventory Reports (on page 92).

• Open a cut-through B6 session to the local EWI user interface.

• CMS support for Calix B6 networks described in the B6 platform documentation includes the following:

• Create global profiles and subscriber templates.

• Activating voice, data, and video subscriber services.

For configuration and other details, see the Calix B6 platform documentation.

Adding B6 Line Cards and Chassis to CMS Use the B-Series Range Discovery tool to add B6 line cards and B6 chassis to CMS. This tool enables you to specify IP address ranges to discover and connect to multiple B6 line cards. Using the tool, you can add both inclusion and exclusion rules in discovery criteria to pinpoint specific IP address ranges. You may also issue an IP address for an individual B6 card to add it to CMS.

If the Calix device is discovered but is already connected to CMS, a message displays in the task results indicating that the network already exists.

Note: Full CMS Administration privileges are required to discover B6 cards and chassis in CMS.

Note: CMS releases 12.0 and higher support B6 cards running release 7.1 and higher.

Note: CMS must be added as the SNMP trap host on B6 cards running R7.1. This requirement does not apply to B6 cards running release 7.2 and higher: B6(config)#snmp-server host all <cms-ip>

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Parameters

You can provision the following parameters for Range Discovery:

Parameter Description Valid Options

BSERIES Select to include B6 line units.

E5-306/308/520 Select to include E5-30x/E5-520 units.

IP Range In the IP Range and To boxes, type the beginning and end of the IP address range for the card you wish to discover. Values are inclusive.

Netmask 255.255.255.00‡

Exclude (Optional) Excludes the specified IP range.

Read Community Displays the default SNMP community string for B6 cards (public). The SNMP community string in this box must match the community string configured on the B6 card.

Discover Chassis Automatically

*Required field ‡ Default

To discover and connect to B6 Line Cards and Chassis

Configuring ONTs for Discovery by CMS

1. In the Work Area, click Tools > B-Series/E5-306/308/520 Range Discovery.

2. In the Range Discovery dialog box, select BSERIES and/or E5-306/308/E5-520 as required.

3. Set the discovery parameters, as follows:

a. In the IP Range and To boxes, type the beginning and end of the IP address range for the card you wish to discover. Values are inclusive.

b. If required, change the default Netmask value (255.255.255.0) to define the discovery range.

c. (Optional) To exclude the specified IP range, select the Exclude check box.

4. Click Add.

To remove an IP range from the discovery range list, select the range and click Remove.

5. The Read Community box displays the default SNMP community string for B6 cards (public). The SNMP community string in this box must match the community string configured on the B6 card.

6. At the bottom of the dialog box, click OK.

A Task Progress window opens and lists the discovery activity and connection results.

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7. After the Task progress window is closed, discovered B6 line cards and chassis may be viewed in the Navigation Tree under the "autodiscovered" network group. They can be moved to another regional or network group, as described in Topology (on page 211).

Creating a B6 Card Use the following procedure to add and connect to a single B6 card to CMS. Once added, the card displays the card within its B6 chassis in the Navigation Tree.

Creating a B6 card requires Full CMS Administration privileges.

To create a B6 card in CMS

Note: You must be in one of the following Network Group Work Area tabs to create a B6 card: Topology, Map View, or Network Details > B6.

1. Click Create > B6.

2. In the New B6 dialog box, do the following:

a. In the Name box, type a name for the card.

Note: Names can contain alphanumeric characters, underscores, and spaces, and are case-sensitive. In addition, you cannot use the same name for a card that has already been created.

b. In the Location list, click the network group to use as the parent for the new card.

c. In the IP Address 1 box, type the IP address to use to connect to the B6 card.

Note: Default card login user names, passwords, and community strings are defined in the System > B6 Work Area in CMS Desktop.

d. In the Read Community and Write Community boxes, leave the default entries in to use the default B6 Read and Write SNMP community strings. If the B6 card uses unique SNMP community strings type them in the boxes.

e. In the CLI and Web Username and Password boxes, leave the default entries in to use the default B6 user names and passwords to connect to the B6. If the B6 card uses a unique user name and password, type them in the boxes.

f. In the Auto Connect list, accept the default Y to automatically connect to the card after creating it.

g. (Optional) Specify an address or a latitude and longitude for viewing the new card icon in Map View. Click the ellipsis button to the right of Address Location Info to open the entry dialog box, and do one of the following.

Type the address location in the box provided. Click OK to save the information.

Click the Enter Lat/Lng radio button and type the latitude and longitude in the respective boxes. Click OK to save the information.

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3. At the bottom of the New B6 Device dialog box, click OK to create the card.

4. (Optional) In the network view Work Area, move the new card icon by clicking and dragging it. At the card level in the Navigation Tree, you can click and drag the B6 devices.

Viewing Discovered B6 Chassis and Cards Discovered B6 chassis and cards may be viewed in the Navigation Tree under the "autodiscovered" networks group. B6 cards that were in B6 chassis at the time of discovery are displayed in the CMS Navigation Tree as nested in those chassis. B6 cards are discovered in their respective chassis via the B6 chassis serial number and are displayed as nested in those chassis.

B6 chassis are named with their serial number (for example "B6 CHASSIS 06180336"). Click on a B6 chassis in the Navigation Tree to display the following tabs in the CMS work area:

Topology (on page 211): The topology function displays discovered B6 cards in a network, links between the B6 cards and any alarms that may be present on the B6 cards. The B6 chassis location and name may be modified and allows you to add elements to the map.

Topology Links (on page 212): This page displays information about the links between discovered B6 cards.

Network Details (on page 213): This page displays network information about discovered B6 cards, including the name of the chassis,

B6 cards are displayed with the hosthame that was configured on the B6 card, an underscore and their IP address (for example, "Northwest_10.2.76.74"). Click on a B6 card in the Navigation Tree to display Network Details (on page 213) about the B6 card in the CMS work area. You may change the hostname by using the Cut-through feature on the B6 card.

Note: "Map View" is not supported for B6 chassis and cards.

Topology

The topology page view displays discovered B6 cards in a network, links between the B6 cards and any alarms that may be present on the B6 cards. You may change the chassis region and name by clicking the ACTION tab in the CMS work area.

Note: The PROVISION ETHERNET TOPOGRAPHY feature is not supported for the B6 in this release.

To change the region of a B6 chassis

1. Highlight the B6 chassis in the Navigation Tree.

2. Click CHANGE LOCATION in the sub-menu under the ACTION tab.

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To create a new region for the B6 chassis

The following steps describe how to create a new region for the B6 chassis, if required:

1. On the Navigation Tree, click the parent region under which to place the new region or network group. You can click the root region, or expand the root region and click an existing region as the parent.

2. From the CMS Region or Map View Work Area:

Click Create > Region to create a region.

Click Create > Network Group to create a network group.

3. In the New Region or New Network Group Name box, do the following:

a. Type a name for the region or network group.

Note: Names can contain alphanumeric characters, underscores, and spaces.

b. In the Parent Region list, select the parent region for the new region or network group.

c. Click OK.

To change the name of a B6 chassis

1. Highlight the B6 chassis in the Navigation Tree.

2. Click CHANGE NAME in the sub-menu under the ACTION tab to edit the name of a B6 chassis.

Topology Links

After discovering B6 cards in CMS, you can view the following information about the links between them:

Link Detail Description

NE1 Name and Port IP address of the B6 card on one end of the link and the port number on which the link is connected.

NE2 Name and Port IP address of the B6 card on the other end of the link and the port number on which the link is connected.

Parent Group Name The name of the region in which the B6 cards reside.

Link Type The type of link between the B6 cards.

Description The IP addresses and port numbers of the B6 cards on each end of the link.

Bandwidth This feature is not available when viewing topographical links between B6 cards in this release.

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Network Details

After discovering a B6 card in CMS, you can view or edit the parameters listed in the following table:

Card Detail Description

Name The name that displays next to the B6 card on the Navigation Tree. This is the hostname of the B6 card, an underscore, and the B6 card's IP address.

IP Address* The IP address of the platform.

Network Group* The parent network group under which the B6 card is nested on the Navigation Tree.

Connection State The current unit connection status (Connected or Disconnected).

Model The model number of the B6 card.

SW Version Specifies the software version currently running on the B6 card.

CLI and Web User Names* The user names or IDs used to log in to the B6 card using the CLI and Web user interface. If you are using the default login user name, that user name displays in this field.

Auto Connect* Yes (Y) automatically attempts to reach to the B6 card via SNMP approximately once every minute. No (N) turns off this feature. Note: If you set the Auto Connect parameter to N (do not automatically reconnect) and the B6 card gets disconnected, it will be skipped when a scheduled task runs.

HW Version The hardware version of the B6 card.

Serial Number The B6 card's serial number.

MAC Address Specifies the MAC address of the B6 card.

Manufacture Date The date the B6 card was manufactured.

* Parameters listed above with an asterisk can be edited.

Viewing and editing B6 details requires Full CMS Administration privileges.

To view and edit B6 details

1. On the Navigation Tree, click the root region, parent region, or network group.

2. In the Work Area, click Network Details > B6.

3. To edit a parameter, do the following:

a. In the node list, hold down the Ctrl key and click the unit(s) to edit.

b. In the Edit row, modify the editable parameters as needed.

c. Click Apply, and then click OK to save the new settings.

Deleting a B6 card requires Full CMS Administration privileges.

Note: B6 platforms can be deleted in a connected or disconnected connection state.

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To delete a B6 device

1. On the Navigation Tree, click the root region, parent region, or network group.

2. In the Work Area, click Network Details > B6.

3. In the device list, select the units(s) to delete.

4. (If the node displays as Connected in the Connection State column) In the toolbar, click Action > Disconnect, and then click OK to confirm the action.

5. In the toolbar, click Delete, and then click OK to confirm the deletion.

Manually Connecting or Disconnecting B6 Cards CMS automatically attempts to establish a connection to a B6 card after you discover it. Thereafter, by default, CMS checks the card connection statuses every 30 minutes. If the system detects a disconnected card, it automatically attempts to reconnect. B6 line cards must be disconnected before they may be removed from CMS.

Manually connecting to B6 cards requires Full CMS Administration privileges.

To manually connect or disconnect one or more B6 cards

1. On the Navigation Tree, click the parent region or network group.

Tip: From the root region, you can view a list of all B6 cards in CMS.

2. In the Work Area, click Network Details > B6.

3. In the card list, use Ctrl+click to select cards one at a time or Shift+click to select a range of cards to connect to.

4. Click Action > Connect or Action > Disconnect.

5. In the confirmation dialog box, click OK.

B6 Telnet and EWI Cut-Through Sessions CMS Desktop and the CMS server are designed and tested to work with specific versions of B6 software.

Sometimes you may need to provision a higher (later) version of B6 software though CMS, even though such networks have not been tested on, and may not work with, that CMS software server version. The cut-through feature of CMS enables you to do so by configuring the CMS server to act as a proxy for the client.

Future support in the EWI includes displaying the B6 future network on the Network Tree, aggregating alarms, and accessing alarm logs. See Future Calix Platform Release Support (on page 389) for more information.

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The CMS Telnet and EWI cut-through feature supports secure and insecure connections based upon the B6 network security settings.

With the CMS Desktop cut-through feature, you can right-click a network and start a Telnet or B6 EWI session on that network. CMS supports one Telnet cut-through to each B6 network. If you open a second TL1 cut-through session, the first session terminates. CMS supports up to a total of 20 combined Telnet and EWI cut-through sessions to B6 networks managed by the CMS server. Cut-through sessions require Full CMS Administration privileges.

To cut-through to a Telnet session

1. On the Navigation Tree, click a region or network group.

2. In the Work Area, click Network Details > B6 Networks.

3. In the Display Name column, right-click the B6 network.

4. From the pop-up menu, select Cut-Through Telnet.

The Telnet Cut-Through window opens.

To cut-through to an EWI session

1. On the Navigation Tree, click a region or network group.

2. In the Work Area, click Network Details > B6 Networks.

3. In the Display Name column, right-click the B6 network.

4. From the pop-up menu, select Cut-Through Web.

The B6 EWI opens.

Upgrading GPON ONTs Automatically The GPON ONT Auto Upgrade utility allows you to configure GPON ONTs that have been ranged and provisioned to automatically upgrade their software when a new version of GPON ONT software is placed on a repository server. To configure the Auto Upgrade utility, one or more GPON ONT software images and an XML file called a "manifest file" must first be placed on a repository server. If the GPON ONT software version(s) specified in the manifest file is different than that on the GPON ONT(s), the B6 OLT will download the GPON ONT software image(s) from the server to the GPON ONT(s) that have been configured for auto upgrade.

• First, the location of the manifest file must be specified, as described in Configuring the Manifest File Path (on page 216).

• Second, a manifest file must be configured, as described in Generating a Manifest File (on page 216).

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• Third, the manifest file must be synchronized with the GPON OLT, Synchronizing the GPON OLT Manifest File with the GPON OLT (on page 217). This must be done every time the manifest file is modified, to make the configuration available to the GPON ONTs.

• Fourth, an automatic GPON ONT upgrade must be configured, as described in Scheduling a GPON ONT Automatic Upgrade (on page 217).

Note: The new GPON ONT auto upgrade utility should be enabled for all 700-series GPON ONTs. This utility is disabled by default in this release.

Configuring the Manifest File Path

To configure the manifest file path

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > B6 > General.

3. Beside "Default manifest file path" enter the location of the manifest file.

4. Click Apply, and then click OK to save the new settings.

Generating a Manifest File

To generate a manifest file

1. In the Work Area, click Tools > Manifest File Generator.

2. Click the ADD button and configure the Create Manifest File screen attributes for each ONT that will be added to the manifest file. Click the OK button when you are finished.

Vendor Name: Name of the ONT vendor.

ONT Family: Select the ONT family from the drop-down menu.

S/W Version: Version of the GPON ONT software that you want to upgrade the GPON ONTs to run on.

File Name: Enter the name of GPON ONT software or click the ellipses button (...) to display a list of ONT OS images.

File Size: Size in bytes of the GPON ONT software.

3. When you have finished adding all the attributes for the ONTs to be included in the manifest file, click the Generate button. The manifest file will be sent to the FTP server.

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Synchronizing the GPON OLT Manifest File with the GPON OLT

To synchronize the manifest file

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > B6 > B6 Schedule Task.

3. Click the Create button at the top of the screen.

4. Configure the Select a Task screen attributes as follows:

Click the Add button.

Task Name: Select GPON OLT Repository Path Configuration from the drop-down menu.

Description: Optionally enter a short description for the task.

Click the Next button.

5. Configure the Select Devices screen attributes as follows:

Click the Add button.

From the Select Devices screen, click the arrows to view the network. Right click to select network groups, chassis or specific B6-322 cards. Click the OK button when finished. By selecting a network group, all of the devices in that group are scheduled for this activity.

Click the Next button.

6. View the configured location of the repository server on the Configure Task screen. This location was configured in the System > B6> General tab, as described in Configuring the Manifest File Path (on page 216). Click the Next button.

7. Schedule when you want the change in the location of the GPON OLT repository path to occur as follows:

Use the check boxes to select one of the scheduling options:

Select Execute Now to start the upgrade immediately.

Select Schedule At and click the ellipses button (...) to open a calendar window that allows you to select a specific date and time for your upgrade. Click the OK button on the calendar window when you are done.

Click the Finish button when you are done.

Scheduling a GPON ONT Automatic Upgrade

To schedule an automatic GPON ONT image upgrade

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > B6 > B6 Schedule Task.

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3. Click the Create button at the top of the screen.

4. Configure the Select a Task screen attributes as follows:

Click the Add button.

Task Name: Select GPON ONT Image Upgrade from the drop-down menu.

Description: Optionally enter a short description for the task.

Select the Auto Upgrade radio button.

Click the Next button.

5. Configure the Select Devices screen attributes as follows:

Click the Add button.

From the Select Devices screen, right click to select specific B6-322 cards. Click the OK button when finished.

Click the Next button.

6. Configure the Configure ONT screen attributes as follows:

Click the Add button.

Click the Next button.

7. Configure the Configure Task screen attributes as follows:

Download Only radio button: Select this button alone to update the manifest file on the repository server and download the GPON ONT software image file without activating the software.

Activate radio button: Select this button with the Download Only button to update the repository manifest file and activate the GPON software image after download (reload the GPON ONT). This is the default setting.

Click the Next button.

8. Schedule when your upgrade will occur as follows:

Use the check boxes to select one of the scheduling options:

Select Execute Now to start the upgrade immediately.

Select Schedule At and click the ellipses button (...) to open a calendar window that allows you to select a specific date and time for your upgrade. Click the OK button on the calendar window when you are done.

Click the Finish button when you are done.

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Managing E3 and E5-100 Nodes CMS support for Calix E3 and E5-100 service units includes the following features:

• Organize E3 and E5-100 units in CMS network groups.

• View and manage E3 and E5-100 alarms in the CMS Alarm Table and perform historical queries of alarms. See Fault Management (on page 237).

• Search E3 and E5-100 units in the CMS database based on user-defined criteria. See Searches and Inventory Reports (on page 92).

• Use a GoogleMaps interface to create a customized topology view. See Working in Map View (on page 87).

• Open a cut-through Telnet or Web session to an E3 or E5-100 device.

• Create global E3 and E5-100 profiles and subscriber templates. See the document, Managing Calix E3/E5-100 Service Units from CMS.

• Use the Services screen to activate voice, data, and video subscriber services. See the document, Managing Calix E3/E5-100 Service Units from CMS.

For details on working with the Web and CLI interfaces, see the Calix user documentation.

Note: Management of the E3-48C is described under Managing E7, E3-48 and E5-400 Nodes (on page 125).

Adding an E3/E5-100 Node The Calix E3 Series consists of E3-12C and E3-48 nodes. E5-100 Series consists of E5-110, E5-111, E5-120, and E5-121 nodes. Connecting an E3/E5-100 node to the CMS server assumes that you have configured a valid IP address on the device.

E3/E5-100 nodes are added to a network group on the CMS Navigation Tree.

Add the new node to a CMS network group to enable management from CMS. This task requires that the E3/E5-100 node is configured with a valid IP address.

Adding a node requires Full CMS Administration privileges.

To create an E3/E5-100 node

1. Open CMS Desktop.

2. On the Navigation Tree, click a network group.

3. From the Topology, Map View, or Network Details > E3/E5-100 Nodes Work Area, click create, and then click the service unit type.

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4. In the New E3/E5-100 node dialog box, do the following:

a. In the Name box, type a name for the node.

Note: Node names can contain alphanumeric characters, underscores, and spaces, and are case-sensitive. In addition, you cannot use the same name for a node that has already been created, regardless of node type.

b. In the Location list, click the network group to use as the parent for the new node.

c. In the IP Address 1 box, type the IP address of the E3/E5-100 node.

d. In the SNMP Port box, accept the default CMS port number (161) for provisioning requests, or type a different port number to use if provided by your IT system or CMS administrator.

e. In the Read Community and Write Community boxes, leave the fields blank to use "public" as the community strings, or type different values if provided by your IT or CMS administrator.

f. In the HTTP and HTTPS Port fields, accept the default ports to use for nonsecure and secure connections between the CMS server and the Web interface.

g. In the Network Login User Name and Password boxes, leave the boxes blank to use the default E3/E5-100 user name and password to connect to the node. If the node uses a unique user name and password, type those in the boxes.

Note: Default login user names and passwords are defined in the System Settings (on page 353) Work Area.

h. In the Auto Connect list, accept the default Y to turn on an automatic system check that confirms the node can be reached via SNMP.

i. In the Synchronize CMS Time to Network list, accept the default Y to synchronize the E3/E5-100 node time with the CMS system time.

Note: If the E3/E5-100 node uses an NTP server and the Override NTP Settings parameter (below) is set to N, the setting in this field is not used.

j. In the Enable Global Profiles list, accept the default Y to add global CMS profiles to the node and synchronize changes as they occur.

k. (Optional) Specify an address or a latitude and longitude for viewing the new node icon in Map View. Click the ellipsis button to the right of the Address Location Info box to open the entry dialog box, and do one of the following.

Type the address location in the box provided, and then click OK to save the information.

Click the Enter Lat/Lng radio button and type the latitude and longitude in the respective boxes. Click OK to save the information.

l. In the Override NTP Settings, accept the default N to use the NTP server time if the E3/E5-100 node uses an NTP server. Click Y to override the NTP server time with the CMS system time.

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m. At the bottom of the New Node dialog box, click OK to create the node.

5. (Optional) In the network group Work Area, move the new node icon by clicking and dragging it.

6. (Optional) Create a graphical link to view the device in a network topology.

Related topics Viewing or Modifying E3/E5-100 Node Parameters (on page 221)

Creating a Graphical Link Between Devices (on page 89)

Viewing and Modifying E3/E5-100 Node Parameters After creating an E3/E5-100 node in CMS, you can view or edit the parameters listed in the following table:

Network Detail Description

Display Name The name that displays next to the node on the Navigation Tree.

Network Group* The parent network group under which the node is nested on the Navigation Tree.

Connection State The current node connection status: Connected or Disconnected.

IP Addresses 1 and 2* The in-band or out-of-band IP address of the node.

SNMP Port* The outgoing CMS server port used for provisioning requests. Check with your IT system or CMS administrator to determine the port number to use.

Model The node model.

Network Login Name* The user name used to log in to the E3/E5-100 node.

Synchronize Time* Enabled (Y) optimizes E3/E5-100 alarm and log synchronization.

Override NTP* No (N) does not change the node time at the E3/E5-100 node. Yes (Y) overrides the E3/E5-100 node time to use the CMS system time. Note: Overriding the E3/E5-100 node time sets the local node's "Use Time Server at Bootup" setting to None, and the Daylight Savings Time (DST) settings, when configured, are not used.

Auto Connect* Yes (Y) automatically attempts to reach to the node via SNMP approximately once every minute. No (N) turns off this feature. Note: If you set the Auto Connect parameter to N (do not automatically reconnect) and the node gets disconnected, the node is skipped when a scheduled task runs.

Software Version Software version running on the E3/E5-100 node.

Global Profiles Enabled* Yes (Y) synchronizes global profile changes with the E3/E5-100 node as they occur. No (N) prevents global profile changes from synchronizing with the E3/E5-100 node.

* Parameters listed above with an asterisk can be edited.

Viewing or editing device details requires Full CMS Administration privileges.

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To view and edit E3/E5-100 node details

1. On the Navigation Tree, click the root region, parent region, or network group.

2. In the Work Area, click Network Details > E3/E5-100.

3. To edit one or more of the parameters, do the following:

a. In the device list, click the device to edit.

b. In the Edit row, modify the editable parameters as needed.

4. Click Apply, and then click OK to save the new settings.

Deleting an E3/E5-100 node requires Full CMS Administration privileges.

Note: E3/E5-100 nodes can be deleted in a connected or disconnected connection state.

To delete an E3/E5-100 node

1. On the Navigation Tree, click the root region, parent region, or network group.

2. In the Work Area, click Network Details > E3/E5-100.

3. In the node list, select the node(s) to delete.

4. (If the node displays as Connected in the Connection State column) In the toolbar, click Action > Disconnect, and then click OK to confirm the action.

5. In the toolbar, click Delete, and then click OK to confirm the deletion.

Troubleshooting an E3/E5-100 Connection If you cannot connect to an E3/E5-100 node from CMS, perform the following troubleshooting steps.

To troubleshoot a disconnected E3/E5-100 node

1. Check the following:

Log in to the E3 or E5-100 Web Configurator, navigate to the Basic Settings > IP Setup screen, and verify that the IP address in the IP box matches the IP address used in CMS.

Ask your CMS system administrator to open a shell on the CMS server and ping the IP address of the node to confirm that it can be reached.

If the IP address can be reached and a NTWK DROPPED (Network Dropped) alarm persists, contact Calix TAC to troubleshoot the SNMP setup on the E3 or E5-100 node.

2. Manually connect to the E3/E5-100 node. See Manually Disconnecting and Connecting an E3/E5-100 Node (on page 224).

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Troubleshooting a TrapRegFailed Alarm When adding an E-Series node to CMS or manually connecting to a node that is disconnected, the system automatically attempts to add CMS as a trap destination in the node. If successful, the node sends SNMP traps to the CMS server using port 162. If unsuccessful (for example, the node already contains the maximum number of trap destinations), CMS reports a TrapRegFailed alarm.

A TrapRegFailed alarm indicates node SNMP traps sent to the CMS server from the alarmed Calix device are unsuccessful.

Recommended Action

1. In a terminal window or remote telnet or SSH session, log in as a root user on the host server. Verify that the entries in the etc/hosts file are correct:

At the command prompt, type the following: cat /etc/hosts

Use a text editor to edit or add the CMS server static IP address and DNS name to match the following example:

127.0.0.1 localhost.localdomain localhost

172.21.90.15 cmsserver

where 172.21.90.15 is the CMS server static IP address and cmsserver is the name of the CMS server.

Note: Restarting the CMS Server is not required.

2. Do one of the following:

B6 node: Add the trap destination (in the B6 Web interface, click System > SNMP Traps).

E3/E5-100 node: Delete one of the trap destinations (in the Configurator interface, click Advanced Applications > Access Control > SNMP).

E7, E3-48C, E5-48/E5-48C, E5-400 node: Add or update the trap destination (in the E7 Web user interface, click Management > SNMP > TRAP Destination).

3. (For E-Series devices) Manually register CMS as a trap destination:

On the Navigation Tree, click the root region or the parent network group of the node.

In the Work Area, click Network Details, and then click the node type.

In the device list, click the node(s).

Click Action > Register Trap.

4. If the above steps do not clear the alarm, delete and recreate the node in CMS.

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Manually Disconnecting and Connecting an E3/E5-100 Node When you add an E3/E5-100 node to CMS, the system automatically confirms that the node can be reached via SNMP approximately once every minute.

You can manually disconnect an E3/E5-100 node and reconnect it, for example, after troubleshooting a connection issue.

To manually disconnect (connect) to an E3/E5-100 node

1. On the Navigation Tree, click the root region or the parent network group of the device.

2. In the Work Area, click Network Details > E3/E5-100 Nodes.

3. In the device list, select one or more nodes. To select multiple nodes, use Ctrl+click to select one at a time, or select the first node and then use Shift+click to select a range.

4. Click Action > Disconnect or Connect.

Global Profiles in CMS E3/E5-100 profiles can be created and synchronized with all service units managed by Calix Management System (CMS) to streamline operations. For identification purposes, global profiles are created with an "@" symbol prefix in the Description/ID field.

For information on how to create global profiles and subscriber templates for provisioning service, refer to the publication, Managing Calix E3/E5-100 Service Units with CMS.

Accessing E3/E5-100 Configuration Settings CMS supports HTTP and HTTPS sessions with E3/E5-100 service units based upon the device security settings.

To access and modify E3/E5-100 configuration settings, you must have Full Configuration Management permission as well as Write permission for the region in which the parent network group is nested.

Once you have added an E3/E5-100 service unit to CMS, on the Navigation Tree, expand the network group and click the unit. Tabs for each configuration area display in the Work Area.

For product information and provisioning instructions, log in to the Calix Resource Center and follow the link to the Calix Documentation Library. In the navigation pane on the left, click E-Series and locate the links to the user documentation.

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Saving the E3/E5-100 Configuration Applying configuration or service provisioning changes to an E3/E5-100 service unit saves the changes to the system's volatile memory; any configuration changes are lost if the E3/E5-100 service unit is turned off or loses power before a local Configuration Save action is performed. To update non-volatile memory as frequently as possible without affecting system performance, CMS has the following features:

• A CMS system scheduled task runs nightly (at 1:30 a.m.) for saving E3/E5-100 configurations to non-volatile memory.

• When E3/E5-100 service units are upgraded during a scheduled E3/E5-100 upgrade in CMS (on page 226), the system automatically saves the configuration before the upgrade begins. When an upgrade is performed locally, Calix recommends manually saving the configuration before upgrading.

• For E3-48 units, a global Config Save option is also available. See Modifying the Default E3/E5-100 Settings (on page 353).

The system prevents a Save Config operation from recurring more than once every five minutes.

Note: Saving an E3/E5-100 configuration adds a performance delay of up to 15 seconds to the current CMS Desktop session.

The configuration file can be used to restore the E3/E5-100 database at a later date. For details, see the appropriate Calix E3/E5-100 user documentation.

You can use CMS to schedule a database backup task to occur on a one-time, daily, weekly, or monthly basis and send database backups to an FTP server. For details, see Scheduling Calix Network Element Backups (on page 336).

To manually save a system configuration file in CMS

1. At the node level on the Navigation Tree, click Configurator.

2. In the navigation menu on the left side of the window, click Config Save > Config Save.

Scheduling Database Backups You can schedule network element database backups to occur on a one-time, daily, weekly, or monthly basis.

Your CMS system administrator can set the default FTP server options: IP address, user name, and password of the FTP/SFTP host server.

Note: If you set the node's Auto Connect parameter to N (do not automatically reconnect) and the node gets disconnected, the node is skipped when a scheduled task runs, and no failure is reported in the task details.

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For instructions, see Performing Shelf and Node Backups (on page 334).

Scheduling E3/E5-100 Software Upgrades Use CMS to perform periodic software upgrades for E3/E5-100 nodes.

Software upgrades are made available from Calix as new features are added and issues resolved. Upgrades are typically announced with a Calix Service Bulletin and require submitting a request to Calix Technical Assistance Center (TAC) to access to the software upgrade file. Once you have permission, you can log in to the Calix Customer Resource Center and download the file.

Only a CMS Desktop user in the Administrators user group can schedule a software upgrade.

To schedule an E3/E5-100 upgrade

Note: The following procedure assumes that you have downloaded the upgrade file from the Calix Customer Resource Center and copied it to a location on your local drive.

Note: When using CMS to schedule upgrades of E-series devices, a single task should not contain more than 50 networks. For more than 50 networks, wait for one task to complete before scheduling another upgrade task.

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > Scheduled Tasks > Software Upgrade.

3. In the toolbar, click Create, and then click the type of service unit you are upgrading.

4. To schedule an upgrade to begin at a later time, select the Schedule for later radio button. In date and time settings immediately below the radio button selection, do the following:

Type the date on which to begin the upgrade, or double-click the calendar icon to open the Select Date dialog box and select the date.

In the hour and minute lists, click the time for the upgrade to start.

To launch the upgrade immediately, select the Immediate one-time execution.

5. In the Upgrade Software area of the New Upgrade Task dialog box, do the following:

a. Select the software version that is currently running on the unit.

b. Select whether the upgrade process completes in one step, or if the file distribution and reset portion of the process are separated.

c. In the File box, type the path and file name for the installation.bin file. In the version field, optionally type a description to identify the upgrade.

d. (Optional) By default, the Upgrade Only check box is selected.

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To allow a software downgrade if the currently-running E3/E5-100 node software version is higher than the version of the installation file, clear the check box.

To allow the upgrade process to load the same software version as the currently-running E3/E5-100 node software version, select the Allow Same Version Upgrade box.

e. Select whether node resets are conducted sequentially to support ring topologies, or in parallel to support linear chain topologies.

f. (Optional) By default, the Abort resetting check box is selected. To allow the upgrade process to continue resetting nodes even if one of the nodes fails to recover, clear the check box.

6. In the Network Selection area, select the network groups and nodes to upgrade. To select the root region, a network group, or an E3/E5-100 node right-click over it, and then click Select. The square to the left of the network group or node changes to green to indicate that it is included.

a. Select the root region to include all E3/E5-100 nodes (depending on the selected upgrade task type).

b. Expand or double-click the root region to view the network groups. Expand or double-click a network group to view the nodes under it. Selecting a network group selects all nodes under it. Selecting an E3/E5-100 node only selects a single node.

c. Repeat Step 6b for each additional network group or node to include in the upgrade. To remove a selected network group or node from the upgrade, right-click it and click Un-Select.

7. At the bottom of the New Upgrade Task dialog box, click OK to save the settings.

For information on viewing, modifying, rerunning, deleting, or aborting a task, see Scheduling Tasks (on page 324).

Using a E3/E5-100 Cut-Through Telnet or Web Interface Session With the CMS Desktop cut-through feature, you can start a Telnet* or Web session to do the following:

Work in command line interface (CLI) mode to perform provisioning commands locally.

Work in the Configurator management interface to perform provisioning locally.

Provision a higher (later) version of software though the CMS server, even though such nodes have not been tested on, and may not work with, the current CMS software server version.

* E3-48 supports both Telnet and SSH client sessions.

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CMS supports one Telnet or Web cut-through to each E3/E5-100 node. CMS supports up to a total of 20 combined Telnet sessions to E3/E5-100 nodes managed by the CMS server.

Cut-through sessions require Full CMS Administration privileges and Full C7 Provisioning privileges on the node you connect to.

To open to a Telnet session

1. On the Navigation Tree, click a region or network group.

2. In the Work Area, click Network Details > E3/E5-100.

3. In the node list, move your cursor over the node and right-click.

4. From the pop-up menu, select Cut-Through Telnet or Cut-Through Web.

The CMS Cut-Through window opens.

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Managing Actelis Ethernet over Copper CMS supports the Actelis Ethernet over Copper transport for Calix C- and E-Series network elements that are designed for deep fiber deployments, enabling delivery of access services in areas where transport fiber is typically unavailable. The Actelis devices provide optical-to-copper and copper-to-optical transition to carry Ethernet services to and from CO, RT, and no-dial device deployments.

CMS provides topology management and cut-through access to the Actelis MetASSIST View (MAV) EMS, supporting deep diagnostics.

Using the instructions below, you can create an Actelis device and Actelis network elements.

Before starting one of the procedures, download the Actelis JAR file from the Software Center on the Calix Customer Resource Center.

To create an Actelis device and Actelis network elements

Use this procedure to add Actelis devices for the first time. If you are already managing Actelis devices, use the procedure below to update the Actelis JAR.

1. Install Actelis MetASSIST VIEW (MAV) software release 7.0 or later on the same PC as CMS Desktop.

2. Create a device profile.

a. Select the CMS node on the network navigation tree. Click Profile > Device in the Work Area, and then click Create.

b. Enter the information in the Device Profile dialog box:

Profile Identifier – unique internal ID for device profile

Device Name – Actelis

Device Jar – path and jar file name for the Actelis jar file

SNMP Version supported – NotSupported

Is Telnet Supported – N

Is HTTP Supported – No

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3. Create a new Actelis network element under a Network group where the Calix platforms are located that are intended to leverage Actelis for Ethernet over Copper transport.

a. Navigate to the target Network Group. In the Work Area, click Network Details > Devices, and then click Create > Actelis.

b. Enter the information in the New Actelis dialog box:

Name – globally unique name within the CMS database

Location – Network group where the device is placed

IP Address 1 – IP address of the managed Actelis device

Network Login Username – username provisioned on the device

Network Login Password – password provisioned on the device

Auto Connect – Y (default) to automatically connect to the device

(Optional) Address Location info – click the ellipsis button to enter a physical address or latitude/longitude coordinates

4. (Optional) From the Topology Map, place the device node in the Network Group where the Calix devices whose services are transported by the Actelis transport are located.

5. (Optional) Create topology links between the Calix devices and Actelis nodes.

6. Select an Actelis device and launch the MAV EMS to provision new transport bandwidth as well as perform diagnostics and troubleshooting. (Refer to the Actelis MAV User Guide for details.) Do one of the following:

In the Navigation Tree, navigate to and select the device.

In the Navigation Tree, navigate to the Network Details screen. Click Network Details > Devices, select an Actelis device, and then click Action > Launch.

Related topics Viewing the Topology of a network Group (on page 88)

Provisioning Cross-Platform Ethernet Topologies (on page 112)

Creating a Graphical Link Between Devices (on page 89)

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Displaying Non-Calix Devices In CMS you can add third-party devices, such as routers, to the Topology and Map View Work Areas to view your network architecture.

For each device type, you can associate a graphic con to represent individual devices. If a graphic is not associated with a third party, it will be represented by a question mark in the map view.

Adding a Device Profile When you create a device profile, you specify an icon to represent the device in the CMS topology views. The image can be in either a GIF or PNG file format and should a few kilobytes in size, ideally approximately 75 x 75 pixels in size. Large graphic files cannot be used.

Calix may provide device JAR files enabling provisioning and alarm aggregation of specific non-Calix devices. The device profile feature includes placeholder fields for a default Telnet port, HTTP port and cut-through suffix, and SNMP credentials. Use the settings in the procedures below to create the device.

Creating device profiles requires Full CMS Administration privileges.

To create a device profile based on a graphic

Note: Load the graphic file that you choose to represent the devices to your local hard drive before completing this procedure.

1. On the Navigation Tree, select CMS.

2. In the Work Area, click Profile > Devices.

3. Click Action > Construct Icon Profile.

4. In the New Device Profile dialog box, do the following:

a. In the Device Name box, type a short name to use to identify the device. Note the exact spelling and capitalization, as you will use this name to create the device profile.

b. In the Device Version box, type the version number to display in the CMS Profile list. Note: Decimals are not allowed.

c. To the right of the Image File field, click the ellipsis button and browse your local PC hard drive for the GIF or PNG file to use.

d. Click Create.

Once you create a device profile, a device JAR file is loaded on the local PC under the folder in which the currently-running version of CMS Desktop software is installed.

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To create a non-Calix device profile

1. On the Navigation Tree, select CMS.

2. In the Work Area, click Profile > Devices.

3. Click Create.

4. In the New Device Profile dialog box, do the following:

Enter a profile number for the device (1 to 20).

Enter a profile name (up to 31 characters).

Note: Alphanumeric characters and dashes (-) are valid. You cannot use the same profile name for a device that has already been created.

To the right of the Device JAR field, click the ellipsis button. In the Open dialog box, locate and select the JAR file for the device.

In the SNMP Version Supported list, click Not Supported.

In the Is Telnet Supported list, click N (No).

In the Is HTTP Supported list, click No.

In the Proxy Flag list, click N.

5. Click Create to create the device profile.

Adding a Non-Calix Device Add a device as a network element viewable with a network group.

Creating a device requires Full CMS Administration privileges.

To add a device to a CMS network group

Note: In the following procedure, a router device name "My Router" is used for example purposes.

1. On the Navigation Tree, select a network group.

2. In the Topology or Map View Work Area, click Create > My Router.

3. In the New Device dialog box, do the following:

a. In the Name text box, type a unique device name.

Note: Alphanumeric characters and dashes (-) are valid.

b. In the Location list, select the parent network group for the new device.

c. In the IP Address 1 field, type an IP address for the device. (CMS requires an IP address even if it is placeholder information).

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d. Leave the SNMP Port field and the Network Login User Name and Password fields blank.

e. In the Auto Connect list, select N (No).

f. Click OK to save your settings and create the device.

4. To place the device in your network topology, perform one or more of the following actions:

a. Create a graphical link from the device to another network element. See Creating a Graphical Link Between Devices (on page 89).

b. In Map View, use Google Map controls to place the device on the map.

c. In the Topology Work Area, move the new device icon by clicking and dragging it.

Viewing and Modifying Device Parameters After creating a device in CMS, you can view all devices or move devices to another network group.

Viewing, editing, and deleting non-Calix devices require Full CMS Administration privileges.

To view and edit device details

1. On the Navigation Tree, click the root region, parent region, or network group.

2. In the Work Area, click Network Details > Devices.

3. To edit, do the following:

a. In the node list, hold down the Ctrl key and click the device(s) to edit.

b. In the Edit row, modify the editable parameters as needed.

c. Click Apply, and then click OK to save the new settings.

To delete a non-Calix device

1. On the Navigation Tree, click the root region, parent region, or network group.

2. In the Work Area, click Network Details > Devices.

3. In the device list, select the devices(s) to delete.

4. In the toolbar, click Delete, and then click OK to confirm the deletion.

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CMS Database Synchronization CMS performs a full or partial synchronization of networks, nodes, shelves, line cards, and service ports on a shelf-by-shelf basis in the network, depending on the shelf status. During network synchronization, the incoming database change events for the network are queued, but not processed, until synchronization completes.

C7 networks

The system performs full database synchronization when the CMS initially connects to, or accesses, a C7 node. CMS may perform a partial synchronization when CMS loses and reestablishes connectivity to a C7 node or network, depending on the duration of the outage and the number of changes that have occurred on the C7 during the outage.

After initial synchronization completes, the CMS server keeps configuration data synchronized with the C7 network based on configuration data change events as long as connectivity is maintained. The configuration management database also updates whenever a “refresh” is requested from the C7.

It is possible that from time to time the CMS database could become out of synchronization with the C7 network, even after a partial synchronization. This could happen when there is an error with the synchronization. In this case CMS performs a full synchronization.

E-Series system nodes

The system loads standing E-Series system alarms when the CMS initially connects to a device. If the device becomes disconnected, CMS alarm logs are updated the next time CMS connects to it, however, any alarms that have been raised and cleared while the device was disconnected are not captured in the logs.

F5 nodes

You must manually synchronize the CMS database when F5 nodes are added to CMS. If the database falls out of synchronization, you must perform a manual synchronization. For instructions, see Synchronizing F5 Databases.

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Customizing the Default CMS Security and Archive Settings

You can change the default security and database archive settings in CMS.

Reminder: If you have not already done so, Calix recommends creating a new system administration user and inhibiting the default root user.

Security settings

Review the following security settings and change per your local requirements:

The default security settings

The default C7 network user name and password

See Security Management (on page 49) for information about changing security settings.

Database archive settings

Review the default database archive settings and change per your local requirements:

Database archive settings include the number of days to retain CMS logs (alarm, security, database change, and update logs) on the CMS server.

PM archive settings include the number of days to retain performance monitoring data on the CMS server.

See Setting the Archive Days for Logs and PM Data (on page 289) for information about changing database archive settings.

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Chapter 5

Fault Management

Calix Management System (CMS) provides centralized fault management for multiple Calix Active Ethernet (AE) and GPON ONTs, E7 OS networks, C7 networks, E3/E5-100 service units, and B6 cards., as well as supported non-Calix devices. Using the fault management features in CMS, you can:

View a synchronized list of all standing CMS, Calix network element, and supported non-Calix device alarms, color-coded by severity.

View real-time counts of critical, major, and minor alarms.

View real-time updates for alarm setting and clearing.

View historical logs of alarms and events that you can query based on your own filtering criteria.

Set up E-mail notification of alarms and events, including configuring an optional alarm delay.

Manage SNMP subscribers.

Standing and autonomous alarms

After you connect to a Calix network element or a supported non-Calix device from CMS, or after an AE ONT is auto-discovered in CMS, any standing network element alarms (alarms that have not been cleared) display in the Alarm Table. Autonomous events (conditions that are reported on a one-time basis, such as changes in alarm status and equipment changes) are captured in the CMS logs.

For information about customizing alarm severity and descriptions for alarms and events, see Modifying Alarm Severity and Descriptions (on page 246).

Historical alarms and events are stored on the CMS server. For information about querying historical alarm and event logs, see Querying Historical Alarm and Event Logs (on page 260).

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Viewing alarms, events, and logs

Keep in mind the following when viewing alarms, events, and logs in CMS:

Fault management user accounts are typically set up to receive alarms and events, but not threshold crossing events. Users inhibited from receiving automatic updates can click Refresh below the Alarm Table in CMS Desktop to display up-to-date information. Your system administrator can change individual user account settings in the User Details Work Area. See Viewing and Editing User Details (on page 78).

You can only view the alarms and events for the regions, network groups, and networks or nodes that you have privileges to view. Viewing alarms may also be restricted to specific functional areas of CMS. Viewing CMS logs requires Full CMS Administration privileges. For more information, see CMS User Privileges (on page 60).

C7 and E-Series network elements must be connected to CMS in order for CMS to receive autonomous alarms and events. When a network element connection drops (for example, due to a network outage) other than by a user-initiated action, the system raises a Network Dropped alarm. For details on how to troubleshoot a connection, see Troubleshooting a C7 Network Connection (on page 190), Troubleshooting an E3 or E5-100 Connection (on page 222), and Troubleshooting an E Series System Connection (on page 129), and Troubleshooting CMS Alarms (on page 374).

When an F5 node falls out of synchronization, the system raises a System Out of Sync alarm. When the node is out of synchronization with CMS, the system may still receive autonomous alarms and events from that node. See also Troubleshooting F5 Database Synchronization.

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Alarm Display Features CMS has a table of alarms, status monitor, and color-coded region and network icons for monitoring the health of Calix network elements and supported non-Calix devices.

Viewing alarms requires Min (Minimum) CMS Fault Management, Min CMS Configuration Management, and Min CMS Administration privileges.

Alarm Table

The Alarm Table displays standing alarms, non-alarmed events, and threshold crossing events. The table includes the network name and ID columns for identifying the location of each alarm or event.

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Status monitor

The status monitor displays the number of critical (red), major (orange), and minor (yellow) standing alarms currently listed in the Alarm Table.

Color-coded icons

The Navigation Tree displays color-coded icons for the worst severity alarm status: critical (red), major (orange), minor (yellow), or none (hollow white) at each level. In the Work Area, alarm counts by severity display in the region and network icons in CMS Region View and Network Group Topology view.

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Refresh alarms

You can click the Refresh button below the Alarm Table to clear and re-load the list of alarms or events from the CMS alarm cache. If you have cleared an alarm and the alarm does not clear from the Alarm Table, you may need to manually synchronize alarms. See Alarm Synchronization (on page 369) for more information about synchronizing alarms.

Alarm sources

Double-click a network or node alarm in the Alarm Table to view the provisioning details for the network element in the Work Area. This helps to identify, isolate, diagnose, and resolve service affecting problems.

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Alarm Help All alarms other than CMS alarms are specific to a Calix network or node. Alarms display in the Alarm Table in CMS Desktop with corresponding network IDs to help you quickly identify the location.

CMS provides help for troubleshooting the most common alarms generated by CMS and Calix network elements. The alarm help displays the alarm error code, description, and recommended corrective actions.

To display help for an alarm

1. In the Alarm Table, select the alarm.

2. Click Details.

The Alarm Details window opens with details of the equipment causing the alarm, and the alarm Help.

3. (Optional) Add a trouble ticket number and notes in the User Notes field to record the status or other details. Click Apply, and then OK to save your changes.

See also For AE ONT alarms, see the Calix 700GX Active Ethernet ONT Troubleshooting and Maintenance

Guide and the Calix 2300 AE ONT Configuration Guide.

For C7 network alarms, see the Calix C7 Troubleshooting Guide.

For E-Series node alarms, see the platform-specific Calix user guide.

For CMS-specific alarms, see Troubleshooting CMS Alarms (on page 374).

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Acknowledging Standing Alarms in CMS In CMS you can acknowledge standing alarms and add a trouble ticket number and user notes that are saved with the alarm details. Alarm acknowledgment can help your fault management work flow by providing a visual indicator and a way to record status updates. After acknowledging an alarm, a checked box displays next to the alarm in the Alarm Table for all CMS users.

You can optionally filter the CMS Alarm Table for acknowledged or non-acknowledged alarms.

Follow company policies and practices when acknowledging alarms.

Acknowledging alarms requires Full CMS Fault Management privileges.

To acknowledge an alarm (CMS only)

1. Open CMS Desktop (on page 44).

2. To acknowledge a single alarm, do the following:

In the Alarm Table, click the check box under the ACK column to select the alarm to acknowledge.

At the Confirmation prompt, click OK to confirm the action.

The Alarm Details window opens for the alarm.

(Optional) Add a trouble ticket number and notes in the User Notes field to record the status or other details. Click Apply, and then OK to save your changes.

Click Close to close the window.

Note: For B6 alarms, alarm acknowledgments (those with the ACK check box selected) are cleared after clicking Refresh in the Alarm Table.

3. To acknowledge multiple alarms, do the following:

In the Alarm Table, select the alarms to acknowledge. Use Shift+click to select a range of alarms, or Ctrl+click to select alarms one at a time.

Right-click to open a popup menu, and then click ACK. At the Confirmation prompt, click OK to confirm the action.

The Enter Alarm Notes dialog box opens.

(Optional) Type a trouble ticket number and notes in the User Notes field to record the status or other details. Click OK to save your changes.

At the successful message prompt, click OK to close the window.

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To remove an alarm acknowledgment (CMS only)

1. Open the CMS Desktop.

2. To remove alarm acknowledge for a single alarm, do the following:

In the Alarm Table, click the check box under the ACK column to select the alarm to unacknowledged.

At the Confirmation prompt, click OK to confirm the action.

The Alarm Details window opens for the alarm.

(Optional) Add a trouble ticket number and notes in the User Notes field to record the status or other details. Click Apply, and then OK to save your changes.

Click Close to close the window.

3. To remove alarm acknowledge for multiple alarms, do the following:

In the Alarm Table, select the alarms to acknowledge. Use Shift+click to select a range of alarms, or Ctrl+click to select alarms one at a time.

Right-click to open a popup menu, and then click Un-Acknowledge. At the Confirmation prompt, click OK to confirm the action.

The Enter Alarm Notes dialog box opens.

(Optional) Type a trouble ticket number and notes in the User Notes field to record the status or other details. Click OK to save your changes.

At the successful message prompt, click OK to close the window.

To view acknowledged alarms (CMS only)

1. Open the CMS Desktop.

Tip: Depending on your monitor resolution, you may need to minimize the Status Monitor to view all the display options under the Alarm Table.

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2. By default, both acknowledged and non-acknowledged alarms display in the Alarm Table.

In the Ack list at the bottom of the screen, select one of these options:

Blank (default): Display both acknowledged and non-acknowledged alarms.

N: Display only non-acknowledged alarms.

Y: Display only acknowledged alarms.

3. Below the Alarm Table, click Refresh.

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Modifying Alarm Severity and Descriptions In CMS, you can modify the default severity and descriptions used for many of the network element alarms and events. Modifying an alarm or event changes how it displays in the Alarm Table in CMS Desktop, in the historical alarm and event logs in CMS Web, as well as in the TL1 and SNMP interfaces.

Note: CMS does not support modifying alarm severity and descriptions for non-Calix devices.

The CMS system uses these rules to assign alarm severity and definitions:

If you do not modify an alarm: CMS uses the alarm severity and description exactly as received from network or node.

When you modify an alarm: If the severity of a raised alarm matches the original severity and facility type listed in the Alarm Redefinition list, CMS uses the modified alarm definition.

If you modify an alarm, but the conditions indicated in the preceding two bullets are not met: CMS uses the alarm severity and description exactly as received from the network or node.

For a C7 alarm with an Equipment facility type, you can optionally add rules to use these equipment categories: 1) AMP cards; 2) RAP cards; or 3) other plug-in cards. If the condition in the above bullet is met and the equipment type of a raised alarm matches that in the rule, CMS uses the modified alarm definition.

For AE ONT, B6, C7, and E-Series node alarms, you can revert back to the original alarm definitions, if needed.

Follow these guidelines when modifying the severity or description of an alarm or event:

To avoid unintended consequences, be sure you understand the effect of any change before modifying an alarm or event.

For many alarms and events, the default severity differs depending on field or equipment conditions such as the service state of the card or port.

Environmental alarms in the C7 can be user-defined at the node level.

You can change an alarm description, but not an actual alarm or event name.

Modifying the default severity or description for alarms requires Full CMS Administration privileges.

To modify alarm severity and descriptions

1. Open CMS Web (on page 38).

2. At the top of the page, click Site Map. Alternatively, in the Module list on the left, click Administration > Alarm Redefinition and then click the platform.

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3. On the Alarm Redefinition page, scroll to locate the alarm or event in the alphabetical list. Click the pencil icon on the right to open a Web page for editing the alarm or event details.

4. For an AE ONT, B6, C7 or E-Series alarm, do the following:

a. (Optional, for a C7 Equipment facility type alarm only) In the Equipment drop-down list, select AMP, RAP, or Line Unit to only apply the alarm definition to alarms of that category. You can create up to three rules for each alarm.

b. Assign the severity by clicking a different value in the Severity list.

The background color of the severity list changes to match the severity selected.

c. (Optional) Change the description by clicking in the Description text box and typing the new description to display in CMS.

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d. (Optional) Record notes about the alarm redefinition by clicking in the User Notes text box and typing notes.

e. At the bottom of the page, click Submit to save the new settings. The new severity, description, and time of modification display in the Severity, Description, and Last Updated columns on the Alarm Redefinition page.

5. For an F5 event, do the following:

a. Assign the severity by clicking a different value in the Severity list.

b. (Optional) Change the name by clicking in the Event Name box and modifying the name.

c. (Optional) Change the description by clicking in the Description text box and typing the new description to display in CMS.

d. (Optional) Change the event notes by clicking in the Repair Actions text box and typing new information.

e. At the bottom of the page, click Apply to save the new settings. Click the left arrow to return to the list of F5 events.

To restore default alarm definitions (AE ONT, B6, C7, and E-Series platforms)

1. Open CMS Web (on page 38) and navigate to the Alarm Redefinition page.

2. At the top of the page, click Site Map. Alternatively, in the Module list on the left, click Administration > Alarm Redefinition and then click the platform.

3. Do one of the following:

To restore a single alarm to the default setting:

On the Alarm Redefinition page, scroll to locate the alarm in the list. Click the pencil icon on the right to open a Web page for editing the alarm details.

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At the bottom of the page, click Restore Default. Click Submit to save the settings.

To restore all alarms to the default settings, click Restore All to Default.

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Suppressing Alarms in CMS In CMS you can create filters to suppress alarms using one or more of the following criteria:

Device type

Network element ID

Alarm ID

Facility

Alarm severity (critical, major, minor)

Alarm type

Service-affecting or non-service-affecting alarm type

In addition, you can:

Set up a schedule to control the start and end dates and times for an alarm suppression filter.

Disable an alarm suppression filter without deleting it, and enable it (turn it back on).

(CMS administration users only) View suppressed alarms in the CMS Alarm Table.

Alarms suppressed via CMS are:

Hidden from view in the Alarm Table for all CMS users.

Excluded from the CMS TL1 and SNMP interfaces.

Included in, and can be retrieved from, the CMS alarm logs.

Not suppressed for users logging in locally to the device.

Note: E7 and AE ONT ports configured with a service state of Enabled-No Alarms do not send alarms to CMS.

Follow company policies and practices when suppressing alarms.

Creating, disabling, or deleting an alarm suppression filter requires Full CMS Administration privileges.

To create an alarm suppression filter (CMS only)

1. Open the CMS Web (on page 38).

2. At the top of the page, click Site Map. Alternatively, in the Module list on the left, click Administration > Alarm Suppression.

3. Click Add.

4. In the Filter and Description text boxes, type a filter name and an optional description.

5. Define the alarm filter by using the available filter criteria.

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Tip: Define an alarm suppression rule that is as specific as possible. For filters that are not set, all device types, networks, alarm IDs, facilities, alarm severities, or alarm types are suppressed.

Tip: For filter criteria lists, to select multiple items, use Ctrl+click to select one item at a time, or Shift+click to select a range of items.

In the Device Type list, select the device(s) to include.

In the Network list, select the network(s) to include.

In the ID list, select a match criterion (Contains, Ends With, Equals, Not Equals, or Starts With), and then in the text box to the right, type the access identifier (AID) string to match.

In the Facilities list, select the facilities(s) to include.

In the Severity list, select the alarm severity(s) to include.

In the Alarm Type, select the alarm(s) to include.

In the Service-Affect list, All is used by default. Select Yes to include only service-affecting alarms or No to include only non-service-affecting alarms.

Note: Leave the Start Time field blank to suppress all alarms up to the end time, if specified. Leave the End Time field blank to suppress all alarms starting from the start time, if specified, as well as all future alarms.

(Optional) Specify a date and time to activate and deactivate the alarm filter. To the right of the Start Time and End Time fields, click the calendar icon to open a pop-up window for setting the time and selecting a date. Alternatively, you can enter a date and time using the format MM/DD/YYYY HH:MM:SS.

6. At the bottom of the screen, click Save. On the Alarm Suppression page, the newly created alarm filter displays with a Y under the Enabled column.

To disable (enable) an alarm suppression filter (CMS only)

1. Open the CMS Web (on page 38).

2. In the Module list on the left, click Administration > Alarm Suppression.

3. Select the check box(es) to the left of the suppression rule(s) to disable (enable).

4. Click Disable (Enable). The selected status displays under the Enabled column.

To delete an alarm suppression filter (CMS only)

1. Open the CMS Web (on page 38).

2. In the Module list on the left, click Administration > Alarm Suppression.

3. Select the check box(es) to the left of the suppression rule(s) to delete.

4. Click Delete. Click OK to confirm the deletion.

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To view suppressed alarms (CMS only)

1. Open the CMS Desktop.

Tip: Depending on your monitor resolution, you may need to minimize the Status Monitor to view all the display options under the Alarm Table.

2. By default, only non-suppressed alarms display in the Alarm Table.

In the Suppression list at the bottom of the screen, select one of these options:

Blank: Display both suppressed and non-suppressed alarms.

N (default): Display only non-suppressed alarms.

Y: Display only suppressed alarms.

3. Below the Alarm Table, click Refresh.

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Viewing and Printing Standing Alarms and Events

Viewing Standing Alarms By default, all standing alarms display in the Alarm Table. You can optionally filter the list of displayed alarms by network topology (network, node, shelf, or device) or an available filter category.

In the Alarm Table, you can also:

Customize the display.

Generate an HTML or CSV report of alarms for viewing or printing.

For older alarm information, you can query the logs of historical alarms in CMS Web. See Querying Historical Alarm and Event Logs (on page 260).

Options for filtering alarms

With the Navigation Tree and the Selection Filter, you can narrow the list of alarms that appear in the Alarm Table.

Option Details

Use the Navigation Tree

View alarms for a selected level on the Navigation Tree. For example, display the alarms for a network, node, or shelf.

Use the Selection Filter

For C7 networks, at the network level or below on the Navigation Tree, view alarms specific to one of the available filters. For example, display alarms relating to a facility type or interface group.

By default, all standing alarms appear in the Alarm Table. Use this procedure to display specific alarms based on network topology, device, and selection criteria that you choose.

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To view a filtered list of alarms

1. On the Navigation Tree, click the level at which to filter alarms.

2. Below the Alarm Table, do one of the following:

Click Use Selection Filter to display only those alarms on the Navigation Tree level that you selected in Step 1.

Click Use Selection Filter and Include Children to display alarms on the selected Navigation Tree level, including all subordinate levels.

Select a device in the Device list to display network element-specific alarms.

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3. (Optional, for C7 networks) At the C7 network level or below, on the Navigation Tree, apply a Selection Filter criterion, as follows:

a. Below the Navigation Tree, click the label to the right of Filter.

b. Click C7, and then click a category (for example, Equipment) and subcategory.

Viewing Events In the Events and Threshold Events tabs in the Alarm Table, you can view the most recent C7 non-alarm events and conditions, including threshold crossing events. Threshold crossing events are performance statistics that exceed defined threshold settings.

You can view the 300 most recent events and threshold crossings. For older information, you can query the logs of historical events in CMS Web.

What you can view

In the Events and Threshold Events tabs in the Alarm Table, the following information appears:

Event Parameter Description

Network (C7 only)

Network name

ID Network address (for example, N1-1-2-4) where the event or threshold crossing occurred

Facility Type of facility (for example, ADSL port) that was affected

Location For applicable parameters, indication of whether the event occurred at the near or far end

Event Type of event

Description Description of the event parameter (for example, Loss of Signal)

Effect Effect of the threshold violation on the system: CL = Cleared; SC = Standing Condition; TC = Transient Condition.

Date and Time Beginning date and time for the event or performance monitoring period

Monitored Value Current value of the parameter for threshold crossing events

Threshold Value Outer limit value(s) for the parameter for threshold crossing events

Time Period Interval for threshold crossing data: 15-Minute Interval or 1-Day for threshold crossing events. Note: Time periods for 1-day parameters begin and end at midnight.

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To view events

1. In the Alarm Table, do one of the following:

Click Events to view non-alarm events and conditions.

Click Threshold Events to view threshold crossing events.

2. (Optional) In the Maximum Rows list, click the maximum number of rows of data to view. Options are 50 (default), 100, 200, or 300.

Alarm and Event Display Options You can customize the lists of network alarms and events in the Alarm Table, as well as the C7 logs.

Options for displaying alarms

The table below describes the options for viewing and customizing the appearance of alarms, events, and logs.

Option Details

Perform a quick sort by a column

Click a column heading. For example, to sort by access identifier, click the ID heading.

Customize the appearance or generate a report

Choose the information to display or use a sort or group command to display entries by a field that you choose. Right-click a column heading to open a popup menu with the following options:

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Option Details

Sort Ascending (Descending): Sort the entries by a column heading that you select.

Group By This Field: Group the entries by a column heading that you select.

Show All Options: Open a dialog box with options for customizing the display.

Print Report: Generate an HTML or CSV report for viewing or printing.

Restore Defaults: Return to the factory-set display defaults.

View details of an alarm

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Option Details

In the Alarm Table, click an alarm row, and then click Details to open a summary of the alarm. The Alarm Details dialog box provides alarm information, including online help, about a single alarm.

Note: In CMS, corrective actions for supported non-Calix devices are not displayed in the Alarm Details window. For troubleshooting steps, refer to the device-specific documentation.

Generating Custom Print Reports You can generate and print a report of the standing alarms, non-alarm events and conditions, or threshold crossing events listed in the Alarm Table, as well as C7 network logs.

Before generating a print report, format the Alarm Table entries for printing using the available display options.

Tip: Hovering the mouse pointer over a column header opens a pop-up window with a more complete description of the column contents.

Report format options

The CMS provides two format options for generating and printing reports: HTML and CSV (comma delimited).

With HTML format (default), a new browser window opens with the report contents. Use the commands on the browser File menu to save or print the report.

For CSV format, you can open or save the report file on your PC, and then use your default spreadsheet application features to format and print the report.

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Tip: Spreadsheet applications may reformat the imported report content based on auto-recognized formats, making the information unrecognizable. To avoid this problem, apply a text-only format to the imported data.

To generate an alarm report

1. (Optional) To include only specific entries in the report, use Ctrl+click to select entries one at a time, or Shift+click to select a range of entries.

2. Right-click anywhere in the heading row to open a pop-up menu, and then click Print Report.

3. In the Report Options dialog box, do the following:

a. (Optional) By default, a generic report title appears. In the Report Title box, type a name for the report.

b. In the Report On area, by default the All Entries option is selected. If you selected specific items in Step 1, click Selected Entries.

c. To generate an HTML report:

In the Format area, click HTML Report

At the bottom of the dialog box, click View to open the report window.

d. To generate a comma delimited report

In the Format area, click CSV Report.

At the bottom of the dialog box, click View to open the report using your default spreadsheet application, or Save to save the file on your local drive and later import the file into a spreadsheet application such as Excel.

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Querying Historical Alarm and Event Logs You can query historical alarm and events in the following logs:

Alarm Log: CMS and Calix network element alarms for equipment connected to the CMS

Event Log: Non-alarm conditions from equipment connected to the CMS

Threshold Event Log: Threshold crossing events from equipment connected to the CMS

Alternatively, for C7 networks, you can use a UNIX script to generate a file of log query results. For more information, see the Calix Management System (CMS) Installation and Upgrade Guide.

Archived log data

The number of days of archived log data is set by your CMS system administrator. For information about modifying the archive settings, see Setting the Archive Days for Logs and PM Data (on page 289).

Example Alarm Log query report

The following illustration shows Alarm Log query results in HTML format. The log name, start time, and end time for the query appear in the report header.

Query Filters For Alarm and Event Logs Logs archived on your CMS server can contain thousands of entries. Use query filters to generate a report of the log entries you need.

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Some log filters have system-determined values. You can select the value for the query (for example, all alarms with a critical severity). Other filters have variable values. For these values you must specify a match criterion (for example, all events for AIDs equal to N1-1).

Note: Unless otherwise specified, filters below that require specifying a match criterion use standard database options: Equals, Not Equals, Contains, Starts With, and Ends With.

Common filters

For all alarm and event logs, you can query using one or more of the following filters:

Start and End Time: Specify a date and time range to query alarms.

Network Name or CMS: Type all or part of a network name to return network alarms, events, or entries, or type CMS to specify CMS alarms, events, or entries.

Node System ID: Type all or part of a node name (SID).

AID: Type all or part of an Access Identifier (AID).

Severity (alarms only): Select CL (cleared), CR (critical), DBCHG (database change), MJ (major), MN (minor), NA (not alarmed), or NR (not reported).

Action (alarms only): FAULTCLEAR (alarm cleared), FAULTSET (alarm set), FAULTUPDATE (alarm updated), FAULTACK (alarm acknowledged), FAULTDEACK (remove alarm-acknowledgement).

Acknowledged (alarms only): Y (alarm acknowledged) or N (alarm not acknowledged).

Last Update By (alarms only): Use a match criterion to query for a CMS user name.

Trouble Ticket Number (alarms only): Use a match criterion to query for a ticket number.

Device Type: Select a network element type.

Suppressed (alarms only): Y (alarm suppressed) or N (alarm not suppressed).

Advanced filters

You can also query using one or more of the following Advanced filters:

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Log Type Advanced Filters

Alarm Log Alarm String ID: Use a match criterion to query the alarm codes. For information about specific alarms, see the Calix C7 TL1 Message Documentation or the Calix C7 Troubleshooting Guide. Alarm Location: FEND (far end) or NEND (near end), or ALL (both). Description: Use a match criterion to query for an alarm long name. Facility: Type all or part of a facility type, for example ADSL. Observed Behavior: Type all or part of an observed behavior that might have caused a trouble condition. Service Affecting: Y (service affecting) or N (non-service affecting). User Notes: Use a match criterion to query the user notes field.

Event Log Description: Use a match criterion to query for an event long name. Effect: CL (cleared condition), SC (standing condition), or TC (transient condition). Entry Type: Choose from the list of entry types. Event: Choose from the list of possible events. For information about specific events, see the Calix C7 TL1 Message Documentation or the Calix C7 Troubleshooting Guide. Event Location: FEND (far end) or NEND (near end). Facility: Type all or part of a facility type, for example ADSL.

Threshold Event Log

Description: Use a match criterion to query for a threshold event long name. Effect: CL (cleared condition), SC (standing condition), or TC (transient condition). Event: Choose from the list of possible events. For information about specific events, see the Calix C7 TL1 Message Documentation or the Calix C7 Troubleshooting Guide. Event Location: FEND (far end) or NEND (near end). Facility: Type all or part of a facility type, for example ADSL. Monitor Threshold: Use Equals, Greater Than, or Less Than operators to query the monitor threshold. Monitor Value: Use Equals, Greater Than, or Less Than operators to query the monitor value. Time Period: 15-min or 1-day.

Generating Log Reports

To generate a log report

1. Open CMS Web (on page 38).

2. In the Module list on the left, click one of the following.

Fault > Alarm Log, Event Log, or Threshold Event Log

Administration > Device Change Log or CMS Update Log

Security (for the Security Log)

Alternatively, you can open an administration log query from the Site Map link at the top of the page. Under the Administration pane, click the report.

A page opens where you set the filter criteria, sort criteria, and report parameters.

Optionally, set one or more of the report parameters described in Steps 3 through 6.

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3. By default, the date and time 24 hours ago appear in the Start Time box and the current date and time appear in the End Time box. To change a date and time, do the following:

a. Click the calendar icon to the right of the box.

b. In the Select Date and Time dialog box, scroll to the month.

c. In the Time box, type the time using the format HH:MM:SS. For example, to specify 2:00 p.m., type 14:00:00.

d. Click the date. The dialog box closes and the date and time you specified appear in the Start Time or End Time box.

Alternatively, set the date and time by typing directly in the Start Time and End Time boxes using the format MM/DD/YYYY HH:MM:SS, for example, 09/09/2013 13:55:00.

4. Specify one or more available filter criteria:

a. In the list to the right of a filter, select a filter value or a match option.

b. For filters with match options, click a filter value or type a text string to define the filter. For text strings, optionally select the Case Sensitive check box to only return results matching the case you used. For example, to query for all events in nodes with an AID of N1, set the AID match list to Equals and in the box, type n1 (N1 with the Case Sensitive check box selected).

5. (Optional) Change the default sort by specifying one or more sort criteria.

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Note: By default, log entries sort by time.

a. In the Column Name list, click the criterion to use as the primary sort.

b. In the Sort Order list, click Ascending or Descending to specify the sort order.

To display a secondary sort criterion, click More, and then repeat this step for the additional criterion.

6. (Optional) Under Report Parameters, you have these report options:

Accept the default settings to display the search report on screen in HTML format with 50 lines or row per page.

Save the file in CSV format by clicking CSV.

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Tip: You can generate a CSV report after generating the HTML log report (in Step 7), however, if you anticipate the search report to be large, using the option here eliminates the processing required to generate the HTML report.

Change the number of lines per HTML page (or the number of lines to include in the CSV file). Type a different number in the Lines Per Page box. For numbers over 999, do not use a comma as a thousands separator.

7. At the bottom of the screen, do one of the following:

Use advanced search options (on page 100) to customize the columns displayed in the report and the sort order, as well as set further filter criteria, by clicking Advanced.

At the bottom of the Web page or screen, click Submit. The search report displays on screen, or if you selected CSV format in Step 6, the Downloading dialog box opens with options to open the search report directly in your default spreadsheet application or save the file open to a location on your PC or workstation.

Clear the Search screen of all search criteria by clicking Reset.

8. In the report screen, you have several options:

When the number of returned items exceeds the Lines Per Page set in Step 6, use the Next, Last, First, and Prev hyperlinks to scroll through the search report.

Hover the mouse pointer over a column header to open a pop-up window with description of the column contents.

Above the report buttons, click Back to return to the Search screen and modify the criteria.

Save the results displayed on the current screen in CSV format. Above the report results, click CSV Export. The Downloading dialog box opens with options to open the search results directly in your default spreadsheet application, or save the file open to a location on your PC or workstation.

Click Advanced to use advanced search options (on page 100) to customize the columns displayed in the report and the sort order, or set further filter criteria.

Print the log query results using the print commands in your browser or spreadsheet application.

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Alarm E-Mail Notification To expedite service recovery, you can configure CMS to send e-mail notification alarms and events. Tailor the messages for individual users by filtering the notices by alarm types or severity, and by defining which days of the week the notices are sent. If your e-mail system supports the option, set up groups of users with a single e-mail address to send notices to all users with similar functional roles.

Optional e-mail notification features include the following:

Alarm pause: Reduce e-mail flooding during alarm storms. After an alarm notification, the alarm pause stops notifications of all alarms for the configured period. After the pause period, notifications of new alarms are sent.

Alarm delay: Delay e-mail notification of alarms for a length of time (in minutes) that you specify. After an alarm is raised, an e-mail notification is sent only if the alarm is standing after the configure delay period. Alarm delays also affect alarm clear notifications.

The alarm pause and delay features only affect e-mail notification of alarms. Alarms still raise, display, and log in CMS.

First configure the CMS server with the mail server information, and then create e-mail subscriptions for users or groups of users. You can optionally send a test e-mail to check the e-mail configuration. To use this feature, a valid e-mail address must be saved with the CMS user account.

Note: Depending on how your company e-mail server queues are processed, there may be a delay before alarm notification actions (such as creating and deleting e-mail subscriptions, or configuring subscriptions using the optional stop and start times) take effect.

Viewing and Configuring the E-Mail Server Configuring the e-mail server information requires Full CMS Fault privileges. Viewing the e-mail server information requires Minimum (Min) CMS Fault privileges.

To view and configure the e-mail server

1. Open CMS Web (on page 38).

2. At the top of the page, click the Site Map link. In the Administration pane, click E-Mail Configuration.

Alternatively, in the Module list on the left, click Administration > E-Mail Configuration.

The existing configuration displays.

3. In the E-Mail Host box, type the e-mail server address.

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4. In the Port box, type the SMTP port to use, or leave the box empty to use the default port.

Note: Unless you specify a different port, CMS configures the e-mail server using the default SMTP port 25.

5. In the From Address box, type the e-mail address for the From e-mail field of the notices.

6. In the Connection Security list, select Start TLS if e-mails are sent to a host that is configured for SMTP with TLS. Otherwise leave the default selection (None).

7. (Optional) To record an authorization user ID and password credentials to access the server, click the Auth radio button and type the information.

8. To send a test e-mail to the e-mail address saved with your CMS user account, click Test.

9. Click Save to save the configuration.

Creating E-Mail Subscriptions Creating e-mail subscriptions requires Full CMS Fault privileges.

To create an e-mail subscription

1. Open CMS Web (on page 38).

2. At the top of the page, click the Site Map link. In the Administration pane, click E-Mail Configuration.

Alternatively, In the Module list on the left, click Administration > E-Mail Subscription.

3. Click Add.

4. In the boxes provided, type a name for the e-mail subscription, a valid e-mail address, and an optional description.

At any time before clicking the Save button in Step 6, you can clear the settings and reset the page to the default values. To do this, at the bottom of the page click Reset.

5. In the alarm option fields, do the following:

For Steps 5a through 5d and Step 5g, use Ctrl+click to select more than one list item.

a. In the Device list, accept the default All, or select one or more devices.

b. In the Network list, accept the default All, or select one or more networks.

c. In the Alarm Types list, accept the default All, or select one or more alarm and event types.

d. In the Severities list, accept the default All, or select one or more severities.

e. (Optional) In the Pause Time box, type the number of seconds to pause.

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f. (Optional) In the Delay Time box, type the number of minutes to delay.

g. In the Days list, accept the default All, or select one or more days of the week.

h. To the right of Start, in the Hour and Minute lists, accept the default All, or select an hour and a minute to start notifications.

i. To the right of Stop, in the Hour and Minute lists, accept the default None, or select an hour and a minute to stop notifications.

6. At the bottom of the page, click Save to save the configuration.

Viewing and Modifying E-Mail Subscriptions Configuring e-mail subscriptions requires Full CMS Fault privileges.

Viewing the e-mail subscription information requires Minimum (Min) CMS Fault privileges.

To view and modify the e-mail subscriptions

1. Open CMS Web (on page 38).

2. At the top of the page, click the Site Map link. In the Administration pane, click E-Mail Configuration.

Alternatively, In the Module list on the left, click Administration > E-Mail Subscription.

The existing subscriptions display in a table.

3. In the Name column, click the name link for the subscription you are viewing or modifying. The E-Mail Subscription window opens with the configuration information.

4. Edit as needed. To reload the subscription with modified information

5. Click Save to save the configuration and return to the E-mail Subscription page.

Managing E-Mail Subscriptions Disabling, enabling, refreshing, and deleting e-mail subscriptions require Full CMS Fault privileges.

To disable, enable, refresh, or delete e-mail subscriptions

1. Open CMS Web (on page 38).

2. At the top of the page, click the Site Map link. In the Administration pane, click E-Mail Configuration.

Alternatively, in the Module list on the left, click Administration > E-Mail Subscription.

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The existing subscriptions display in a table. Scroll to the right to view the subscription status under the Enabled column.

3. In the subscriptions table, select the check box to the left of each subscription to disable, enable, or delete in Step 4.

4. Do one of the following:

Click Disable to disable the selected subscription(s).

Click Enable to enable the selected subscription(s).

Click Refresh to reload the selected subscription(s). Use this option after adding additional e-mail subscriptions or when e-mails are not being received (stale server cache).

Click Delete to delete the selected subscription(s). In the Confirmation box, click OK to confirm the deletion.

5. Click Save to save the configuration.

Email and Alarm Closure This feature enables service providers to aggregate alarms to a designated unit in the network, which functions as an alarm receiver that enables dial out notifications of network alarms received by CMS. Alarms received by CMS trigger CMS to provision a designated unit to close a contact point attached to an auto dialer or discrete audible device attached to the unit, thus notifying technicians in near real time of critical network faults.

The alarm closure feature supports these Calix network platforms:

B6

C Series

E Series

7XX ONTs

8XX ONTs

Parameters

You can select the following options for an Email Subscription and Alarm Closure:

Option Field Description Valid Options

Subscription Name* Enter a subscription name. Enter a subscription name up to 40 characters in length.

Email Address* Enter a valid email address for where to send the subscription information.

<[email protected]>

Description Enter a description for this subscription/alarm closure. Enter a description up to 255 characters in length.

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Option Field Description Valid Options

Alarm Closure IP, Primary

Enter the primary alarm closure IP address. A valid IP address: <000.00.000.0>

Alarm Closure IP, Secondary

Enter the secondary alarm closure IP address. A valid IP address: <000.00.000.0>

Device Type Choose the device type(s) to include in this subscription. To select all devices, choose ALL. To select more than one device, hold CTRL+click while selecting.

All‡ AE-ONT B6 C7 E3-48C E5-48 E7-2 E7-20

Network Group Choose the network group(s) to include in this subscription. To select all networks, choose ALL. To select more than one network, hold CTRL+click while selecting.

ALL‡ <currently provisioned network groups>

Network Choose the network(s) to include in this subscription. To select more than one network, hold CTRL+click while selecting. Note: For the Network filter field, AE ONT and Third Party devices are not supported.

<currently provisioned networks within the selected network group>

Alarm Types Choose the alarm(s) to include in this subscription. To select all alarms, choose ALL. To select more than one network, hold CTRL+click while selecting. Note: For the Alarm Types filter field, B6, AE ONT and Valere devices are not supported.

ALL‡ <chosen device type dependent alarms>

Severities Choose the alarm severity(ies) to include in this subscription. To select all severities, choose ALL. To select more than one severity, hold CTRL+click while selecting.

ALL‡ Critical Major Minor

Receive CLEAR Alarm

Check this box to receive email notifications when the selected alarms are cleared.

Selected=receive CLEAR alarms Unselected=do not receive CLEAR alarms

Pause Time (Seconds)†

Enter the pause time in whole seconds. 0‡ <integer>

Delay Time (Minutes)†

Enter the delay time in whole minutes. 0‡ <integer>

Days† Choose the days of the week to include in this subscription. To select all days, choose ALL. To select more than one day, hold CTRL+click while selecting.

ALL‡ Sunday Monday Tuesday Wednesday Thursday Friday Saturday

Start† Choose a start time for when to run this subscription. Hour: ALL‡ {0, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23} Minute: ALL‡ {0, 15, 30, 45}

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Option Field Description Valid Options

Stop† Choose a stop time for when to stop this subscription. Hour: NONE‡ {0, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23} Minute: NONE‡ {0, 15, 30, 45}

* Required field † Email Subscription Field only (not alarm closure affecting) ‡ Default

To create an Email and Alarm Closure Subscription

1. Open CMS Web (on page 38)

2. Click Administration > Email and Alarm Closure.

3. In the menu, click Add.

4. Enter a subscription name in the Subscription Name box.

5. Enter an valid Email address where you want the subscription updates to be sent in the Email Address box.

6. In the Alarm Closure IP boxes, enter the primary and secondary IP addresses in the corresponding box.

7. Choose the applicable device type(s) from the Device Types list. Alternately, choose ALL of the devices, or select more than one device by clicking and holding CTRL to highlight your selections.

8. Choose the applicable Network Group(s) from the Network Group list. Alternately, choose ALL of the Network Groups, or select more than one Network Group by clicking and holding CTRL to highlight your selections.

9. Choose the applicable Network(s) from the Network list. Alternately, choose ALL of the Networks, or select more than one Network by clicking and holding CTRL to highlight your selections. The available options are dependent on the Network Group you selected.

10. Choose the applicable alarm type(s) from the Alarm Types list. Alternately, choose ALL of the alarm types, or select more than one alarm type by clicking and holding CTRL to highlight your selections. The available options are dependent on the device type you selected.

11. Choose the applicable severity(ies) from the Severities list. Alternately, choose ALL of the severities, or select more than one severity by clicking and holding CTRL to highlight your selections.

12. Enter the Pause Time in whole seconds.

13. Enter the Delay Time in whole minutes.

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14. Choose the applicable day(s) from the Days list. Alternately, choose ALL of the days, or select more than one day by clicking and holding CTRL to highlight your selections.

15. Choose the Start time Hour and Minute from their respective lists for when this subscription should run.

16. Choose the Stop time Hour and Minute from their respective lists for when this subscription should stop.

17. Click Save to save and activate this subscription.

To edit an Email and Alarm Closure

1. Open CMS Web (on page 38)

2. Click Administration > Email and Alarm Closure.

3. Select the existing subscription from the list, and click on the Name of the subscription to edit.

4. Once you have finished editing, click Save to save your changes.

To enable or disable an Email and Alarm Closure

1. Open CMS Web (on page 38)

2. Click Administration > Email and Alarm Closure.

3. Select the existing Email and Alarm Closure(s) that you want to enable/disable by checking the box to the left of the subscription name (you can select as many as needed). To select/unselect all, click the top left box next to the Name heading.

4. Click Enable or Disable to enable or disable your selections.

To delete an Email and Alarm Closure

1. Open CMS Web (on page 38)

2. Click Administration > Email and Alarm Closure.

3. Select the existing Email and Alarm Closure(s) that you want to delete by checking the box to the left of the subscription name (you can select as many as needed). To select/unselect all, click the top left box next to the Name heading.

4. Click Delete to delete your selections.

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Northbound SNMP for Alarms The CMS server provides a normalized SNMP northbound proxy interface for integration of all Calix equipment with a back-office Operating Support System (OSS) for fault management. CMS normalizes the device trap object formats by mapping alarm attributes to an internal format. CMS provides northbound SNMP trap subscription and aggregation for CMS, Calix network element and supported non-Calix device alarms.

To integrate CMS with a back-office OSS, Calix supplies the set of CMS MIBs for loading in your SNMP manager. To access and download the MIBs from the Calix Resource Center, submit a technical support case online in the Calix Support Station or contact the Calix Technical Assistance Center (TAC).

Note: The CMS northbound interface only supports SNMP v2c.

Adding an SNMP Subscriber CMS sends SNMP traps to northbound Operations Support System (OSS) interfaces from a list of subscribers. You can add subscribers to this list.

Adding SNMP subscribers requires Full CMS Administration privileges.

To add an SNMP subscriber

1. Open CMS Web (on page 38).

2. At the top of the page, click the Site Map link. In the Administration pane, click SNMP Subscription.

Alternatively, in the Module list on the left, click Administration > SNMP Subscription.

3. Click Add. The SNMP Subscription window opens.

4. In the Subscription Name box, type a name.

5. In the IP Address box, type the IP address of the IP address to send the traps.

6. In the Description box, type descriptive text.

7. From the Network list, select one or more, or all, networks.

8. From the Device Types list, select one or more, or all, Calix devices.

9. From the Severities list, select the types of alarms to send. Options are All, Critical, Major, or Minor.

10. Click Save. The new subscriber displays on the subscription list.

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Viewing SNMP Subscribers You can view the members of the SNMP subscriber list.

Viewing SNMP subscribers requires Min (Minimum) CMS Administration privileges.

To view an SNMP subscriber list

1. Open CMS Web (on page 38).

2. At the top of the page, click the Site Map link. In the Administration pane, click SNMP Subscription.

Alternatively, in the Module list on the left, click Administration > SNMP Subscription.

The screen shows the list and attributes of the SNMP subscriber list.

Disabling an SNMP Subscriber You can disable members of the SNMP subscriber list. Disabling subscribers stops CMS from sending trap information to the subscriber, but does not remove them from the CMS database.

Disabling SNMP subscribers requires Full CMS Administration privileges.

To disable an SNMP subscriber

1. Open CMS Web (on page 38).

2. At the top of the page, click the Site Map link. In the Administration pane, click SNMP Subscription.

Alternatively, in the Module list on the left, click Administration > SNMP Subscription.

3. From the check boxes on the left, select one or more subscribers to disable.

4. Click Disable to disable the subscriber.

Enabling an SNMP Subscriber You can enable disabled members of the SNMP subscriber list.

Enabling SNMP subscribers requires Full CMS Administration privileges.

To enable an SNMP subscriber

1. Open CMS Web (on page 38).

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2. At the top of the page, click the Site Map link. In the Administration pane, click SNMP Subscription.

Alternatively, in the Module list on the left, click Administration > SNMP Subscription.

3. From the check boxes on the left, select one or more subscribers to enable.

4. Click Enable. The subscriber is enabled.

Deleting an SNMP Subscriber You can delete members from the SNMP subscriber list.

Deleting SNMP subscribers requires Full CMS Administration privileges.

To delete an SNMP subscriber

1. Open CMS Web (on page 38).

2. At the top of the page, click the Site Map link. In the Administration pane, click SNMP Subscription.

Alternatively, in the Module list on the left, click Administration > SNMP Subscription.

3. From the check boxes on the left, select one or more subscribers to delete.

4. Click Delete. A confirmation screen opens.

5. Click OK to delete the subscriber.

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Chapter 6

Performance Monitoring (E7 and C7)

The Calix Management System (CMS) uses the browser-based CMS Web for viewing and downloading historical Performance Monitoring (PM) data from C7 networks and E7 OS nodes to measure traffic quality. You can download current PM data, or program CMS to automatically retrieve and aggregate any PM data in the network based on user-defined schedules. You can then query the data to generate reports and export the data for network capacity planning and traffic analysis.

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Data Download Multithreading The CMS server automatically performs parallel downloads of PM data from multiple networks and nodes. When the CMS server is initially installed, data from up to 20 networks downloads concurrently during your scheduled task. To change the default number of networks that are multithreaded for PM download purposes, contact technical support.

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E7, E5-400 and E3-48C PM Features

Performance monitoring data

Each E-Series system node automatically captures and stores accumulated performance monitoring (PM) data at the ERPS and Ethernet port levels in two time periods:

In 15-minute periods over 1 day (97 bins)

In 1-day periods over 7 days (8 bins)

You can also take the following actions:

Set all PM registers to zero.

Set all current PM registers (those currently accumulating data) to zero.

Clearing PM registers can be helpful after making repairs or correcting an error condition because you eliminate PM register counts prior to the repair or corrective action.

Statistics

The data captured and stored as statistics accumulate until cleared. If the statistics are never cleared, they reflect all activity since system startup. Each time you invoke the statistics screen, the values are retrieved from the hardware, thereby providing an up-to-date snapshot of system activity. This is in contrast to the performance monitoring data that is sampled every few seconds.

For descriptions of these features and instructions on how to use them, refer to the Calix E-Series system documentation.

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C7 PM Features Use the following features to obtain and manage performance monitoring data:

Download data for one or more of the following data types: ADSL/ADSL2+, HDSL, DS1, DS3, IMA, IMA Link, Ethernet, OCn, STSn, and ADSL Call Status.

Schedule a download based on a recurrence pattern (hourly for 15-minute data or daily for one-day data) or on a non-recurring basis.

Download PM data for specific regions and C7 networks.

View the current status of PM downloads and the original scheduling details.

Query historical PM data, which are partitioned daily on your CMS server, and print or export the report in CSV or HTML format.

Customize the number of days to archive PM data on your CMS server.

For a description of C7 diagnostics and performance monitoring data that can be viewed in CMS, see the Calix C7 Troubleshooting Guide.

PM viewing options

Options for viewing PM registers on the C7 include the following:

View any of the current or past 15-minute or daily interval data.

View PM data captured at the near-end or the far-end node.

Automatically poll PM registers every 3, 5, 10, 20, or 30 seconds to view increases in PM statistics for the selected polling frequency.

Set all current PM registers (those currently accumulating data) to zero. This can be helpful after making repairs or correcting an error condition. By clearing the PM registers, you eliminate PM register counts prior to the repair or corrective action.

In CMS, view a real-time graph of PM statistics that you select.

In CMS, for ADSL ports, view the Diagnostics screen with selected provisioning, call status, and PM data.

For descriptions of these features and instructions on how to use them, refer to the Calix C7 Maintenance Guide or Calix C7 Troubleshooting Guide.

PM Data on C7 Networks Each C7 shelf automatically captures and stores PM data at the port level for two time periods:

Incremental counts captured in 15-minute intervals for the current period and for the past eight hours (divided into 32 separate 15-minute intervals).

Daily counts captured in one-day intervals for the current 24-Hour period, and the 6 previous 24-hour periods.

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C7 Performance Monitoring Data All PM data types except Ethernet collect in 15-minute and 1-day bins. Ethernet PM data download a snapshot of the current Ethernet port statistics. For information about scheduling PM downloads, see Scheduling a PM Download (on page 290).

PM data types

When you schedule a PM download, you choose the type of data (15-minute or 1-day) to download from the C7 networks to the CMS server:

To download data from the 1-day PM data bins, schedule the PM downloads on a daily basis. You can schedule the seven data sets to download on a specific day, or distribute the download across multiple days of the week.

To download data from the 15-minute PM data bins, schedule the PM downloads on an hourly (intra-day) basis. You can schedule downloads for every 2 hours (downloads 8 bins at a time), 4 hours (16 bins), 6 hours (24 bins) or 8 hours (32 bins).

To download the last eight hours of 15-minute data (32 bins), schedule a one-time basis (non-recurring) download.

Note: Due to the large amount of the data, a 15-minute ADSL PM data download can only be scheduled on a non-recurring basis using CMS, and for one C7 network at a time.

How recurring PM downloads work for daily (1-day) data

On the first scheduled date of a daily recurring download, a full week (seven 1-day data bins) of PM data downloads. Thereafter, the distribution of daily downloads is based on your schedule. The following are typical download schedules:

Example 1: Downloads recur on Saturday each week

PM data from the previous Saturday through Friday (seven days of 1-day data) begins downloading at a time you specify each Saturday.

Example 2: Downloads recur Monday, Wednesday, and Friday each week

On the first date of the scheduled task, seven 1-day bins download. Thereafter, PM data from Friday, Saturday, and Sunday download on Monday each week. Data from Monday and Tuesday download on Wednesday each week. Data from Wednesday and Thursday download on Friday each week.

Example 3: Downloads recur every day of the week, Sunday through Saturday

On the first date of the scheduled task, seven 1-day bins download. Thereafter, data from the previous day download on each day of the week.

Optimization tips for setting up PM downloads

Minimize the effect of PM downloads on CMS performance by following these recommendations and guidelines:

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Consolidate all PM downloads other than ADSL into one task.

Due to the large number of statistics, run ADSL PM downloads in 1-day bins.

Avoid scheduling PM download tasks to run from midnight to 2:00 a.m. The CMS server performs database maintenance during this time.

For 15-minute PM data bins (intra-day recurring PM downloads), use the 6-hour interval. For this interval, CMS supports downloads of up to 250 shelves of ADSL port data and 1500 shelves for other port types.

For 1-day PM data bins (daily recurring PM downloads), CMS downloads up to the maximum number of supported shelves and networks for all data types. When scheduling downloads, determine the best distribution of 1-day downloads for your situation.

Use the non-recurring option to schedule PM downloads sparingly, and only include networks for which there is a critical need.

C7 Port-Specific PM Parameters After running a PM query on C7 networks, CMS returns port-specific performance monitoring parameters. The column headings used in the reports correspond to the abbreviated acronyms used in TL1. The table below lists the column names and corresponding description for each port parameter, grouped by category.

CMS uses egress PERU and TCC data from far end transport STSn interfaces and stores them as corresponding ingress PERU and TCC data on the target STSn interface. CMS does not collect ingress data for uplinks to non-C7 equipment.

Tip: Hover the mouse pointer over a data type to open a pop-up window with a more complete description.

Note: All PM types except Ethernet collect in 15-minute and 1-day bins. Ethernet PM data displays and downloads a snapshot of the Ethernet port statistics accumulated since the counters were reset.

Data Type Description

aiss_p Alarm Indication Signal Seconds – Path (PM)

aiss_pe Alarm Indication Signal Seconds – Egress Path (PM)

alignerrs Alignment Errors

corch0 Count of all blocks received with errors that were corrected, channel 0

corch1 Count of all blocks received with errors that were corrected, channel 1

css_p Controlled Slip Seconds – Path

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Data Type Description

cv_l Coding Violations – Line

cv_l_lp1 Coding Violations – Line, Loop 1

cv_l_lp2 Coding Violations – Line, Loop 2

cv_p Coding Violations – Path

cv_s Coding Violations – Section

cvcp_p Coding Violations – DS3 CP-Bit Parity – Path

cvcp_pe Coding Violations – DS3 CP-Bit Parity – Egress Path

cvf_l Code Violations (Fast Path) – Line

cvi_l Code Violations (Interleaved Path) – Line

cvp_p TCA Code Violations Path DS3 P-Bit Parity

cvp_pe Coding Violations – DS3 P-Bit Parity – Egress Path

deferred Deferred

dplx Duplex

dscc Discard Cell Count

dscc_e Discard Cell Count – Egress

ecf_l Forward Error Correction Count (Fast path) – Line

eci_l Forward Error Correction Count (Interleaved path) – Line

ecs_l Forward Error Correction Seconds – Line

es_l Errored Seconds – Line

es_l_lp1 Error Seconds – Line, Loop 1

es_l_lp2 Error Seconds – Line, Loop 2

es_p Error Seconds – Path

es_plcp Errored Seconds PLCP

es_s Error Seconds – Section

escp_p Error Seconds – DS3 CP-Bit Parity – Path

escp_pe Error Seconds – DS3 CP-Bit Parity – Egress Path

esp_p Error Seconds – DS3 P-Bit Parity – Path

esp_pe Error Seconds – DS3 P-Bit Parity – Egress Path

excesscoll Excess Collisions

fc_l Failure Count – Line

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Data Type Description

fc_p Failure Count – Path

fc_pe Failure Count – Egress Path

fccp_p Failure Count – DS3 CP-Bit Parity – Egress Path

fccp_pe Failure Count – DS3 CP-Bit Parity – Path

fcserrs Frame Check Sequence Errors

fr Fast Retrain Count

frf Failed Fast Retrain Count

gr_fc IMA Group Failure counts

gr_uas_ima Unavailable Seconds of the Group State Machine – IMA

hecc HEC Corrected Cell Count

hecc_e HEC Corrected Cell Count – Egress

hecccf_p HEC Total Cell Count Fast – Path

heccci_p HEC Total Cell Count Interleaved – Path

heccvf_p HEC Violations Count Fast – Path

heccvi_p HEC Violations Count Interleaved – Path

hecec_p HEC Error Count – Ingress Path

hecuc HEC Uncorrected Cell Count

hecuc_e HEC Uncorrected Cell Count – Egress

Inbcpkt (Old Value, unused) InBroadcastPkts

In Broadcast Packets

indiscard In Discard Packets

Inerr (Old Value, Unused) (InError)

In Error Packets

initc Line Initialization Attempts Count

Inmcpkt (Old value, Unused)

InMulticastPkts

In Multicast Packets

Inoct (Old Value, unused)

InOctets

In Octet Packets

Inucpkt (Old In Unicast Packets

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Data Type Description

Value, Unused)

InUnicastPkts

invvpvc_p Invalid VPI/VCI Count – Ingress Path

invvpvc_pe Invalid VPI/VCI Count, Path, Egress

invvpvp_p Invalid VPI/VCI Count, Path, Ingress

invvpvp_pe Invalid VPI/VCI Count, Path, Egress

iv_ima ICP Violations

latecoll Late Collisions

lcds Loss of Cell Delineation Count

lcds_e Loss of Cell Delineation Count – Egress

lofc Count of number of Loss of Framing Failures

lolc Count of Number of Loss of Link Failures

losc Count of Number of Loss of Signal Failures

loss_l Loss of Signal Seconds – Line

losws_l_lp1 Loss of Sync Word Seconds – Line, Loop 1 (Same as uas_l_lp1)

losws_l_lp2 Loss of Sync Word Seconds – Line, Loop 2 (Same as uas_l_lp 2)

maxsnr Maximum Achieved SNR

minsnr Minimum Achieved SNR

multicoll Multiple Collisions

oif_ima Out of IMA Frame. Count of OIF Anomalies Except During SES-IMA or UAS-IMA Conditions

Outbcpkt (Old Unused Value)

OutBroadcastPkts

Out Broadcast Packets

outdiscard Out Discard Packets

Outer (Old Unused Value)

OutError

Out Error Packets

Outmcpkt (old, Unused Value)

OutMulticastPkts

Out Multicast Packets

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Data Type Description

Outoct (Old unused Value)

OutOctets

Out Octets

Outucpkt (Old unused Value)

Out UnicastPkts

Out Unicast Packets

peru Percentage Utilization – Ingress

peru_e Percentage Utilization – Egress

peru_p Percentage Utilization – Port – Ingress

peru_pe Percentage Utilization – Port – Egress

protunk Unknown Protocol

psc Protection Switching Count

psd Protection Switching Duration in Seconds

rtrn_lp1 Retrains, Loop 1

rtrn_lp2 Retrains, Loop 2

rx_fc NE Receive Link Failure Alarm Entrances

rx_stuff_ima Stuff Events Inserted in the Receive Direction, Except During SES-IMA and UAS-IMA conditions

rx_uus_ima Rx Unusable | Rx Unusable Seconds at the Tx NE Link State Machine

rxch0 Encoded Blocks Received, Channel 0

rxch1 Encoded Blocks Received, Channel 1

sas_p Severely Errored Framing Seconds – DS3 P-Bit Parity – Path

sas_pe Severely Errored Framing Seconds – Path – Egress

sascp_p Severely Errored Framing Seconds – DS3 P-Bit Parity – Path – Egress

sascp_pe Severely Errored Framing Seconds – DS3 P-Bit Parity – Path

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Data Type Description

sefs_p Severely Errored Framing Seconds – Path

sefs_s Severely Errored Framing Seconds – Section

ses_ima 1-Second Intervals Containing 30% or higher of the ICP Cells Counted as IV-IMAs, or one or more near-end link Defects

ses_l Severely Errored Seconds – Line

ses_l_lp1 Severely Errored Seconds – Line, Loop 1

ses_l_lp2 Severely Errored Seconds – Line, Loop 2

ses_p Severely Errored Seconds – Path

ses_s Severely Errored Seconds – Section

sescp_p Severely Errored Seconds, DS3 CP-Bit Parity – Path

sescp_pe Severely Errored Seconds, DS3 CP-Bit Parity – Egress Path

sesp_p Severely Errored Seconds, DS3 P-Bit Parity – Path

sesp_pe Severely Errored Seconds, DS3 P-Bit Parity – Egress

singlecoll Single Collisions

sqetest SQE Test Errors

t1count Number of T1s in IMA Group

tcc Total Cell Count – Ingress

tcc_e Total Cell Count – Egress

tcc_p Total Cells, Path, Ingress

tcc_pe Total Cells, Path, Egress

tcc0_p Total Cells for Ch0 Path, Ingress

tcc0_pe Total Cells for Ch0 Path, Egress

tcc1_p Total Cells for Ch1 Path, Ingress

tcc1_pe Total Cells for Ch1 Path, Egress

toolong Count of Frames Too Long

tx_fc Transit Failures Count

tx_stuff_ima Stuff Events Inserted in the Transmitted Direction

tx_uus_ima Transit Unusable Seconds.

txch0 Encoded Blocks Transmitted, Channel 0

txch1 Encoded Blocks Transmitted, Channel 1

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Data Type Description

uas_ima Unavailable Seconds based on IVI (IMA)

uas_l Unavailable Seconds Count – Line

uas_l_lp1 Unavailable Seconds Count – Line, Loop 1

uas_l_lp2 Unavailable Seconds Count – Line, Loop 2

uas_p Unavailable Seconds Count – Path

uascp_p Unavailable Seconds Count, DS3 CP-Bit Parity – Path

uascp_pe Unavailable Seconds Count, DS3 CP-Bit Parity – Path – Egress

uasp_p Unavailable Seconds Count, DS3 P-Bit Parity – Path

uasp_pe Unavailable Seconds Count, DS3 P-Bit Parity – Path – Egress

ucorch0 Blocks Received with Uncorrectable, Channel 0

ucorch1 Blocks Received with Uncorrectable, Channel 1

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Setting the Archive Days for Logs and PM Data CMS archives and deletes PM and log data on a regular basis. Deleted data is purged at midnight. The table below shows the default schedule for archiving and deleting data:

Data Archive Delete

15-Minute PM 7 14

1-Day PM 30 90

Logs N/A 7

Log Events N/A 2

For PM data, the Archive settings determine the size of the archived database tables on the CMS server. The CMS system uses archived database tables to divide PM data into more than one table and thereby optimize the processing of database queries. For example, using the default 1-day PM data settings, every 30 days, the set of 1-day PM data for the past 30 days is archived into a separate database table. Every 90 days, the oldest of the archived database tables is deleted.

Note: As shown in the table of default archive and deletion values, the delete interval for PM data should be a multiple of the archive interval.

Modifying archive data settings requires Full CMS Administration privileges.

To set the archival days for historical performance data

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > System Settings.

3. In the Database Archive Options area, do one or more of the following:

a. For log archives, type the number of days after which to delete logs and event logs.

b. For Performance Monitoring archives, type the number of days after which to delete and archive 1-day and 15-minutes bins.

4. Click Apply, and then click OK to save the new settings.

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Scheduling a PM Download You can schedule the following PM download tasks:

E7 OS download for all nodes in CMS or any combination of network groups and nodes.

C7 PM download, including real-time counters and video channel usage data required for business reports, for all C7 networks in CMS or any combination of regions, network groups, and networks. To review the C7 PM download requirements for business reports, look under each report topic in Business Reports (on page 303).

E5-400 PM download for all E5-400 nodes in CMS or any combination of network groups and nodes.

You can schedule a download for one time only or on a recurring basis.

Only a CMS Desktop user in the Administrators user group can schedule a PM download.

Note: Non-Ethernet PM types collect in 15-minute and 1-day bins. Ethernet PM data download a snapshot of the current Ethernet port statistics.

Note: If you set the node's Auto Connect parameter to N (do not automatically reconnect) and the node gets disconnected, the node is skipped when a scheduled task runs, and no failure is reported in the task details.

System scheduled PM download task for Calix networks

After installing or upgrading CMS, a system C7 PM download is created for Daily (1-day) STSn, IMA Group, DS1, OCn, DS3, and IGMP PM data that begins at 1:00 a.m. and recurs daily. In the Scheduled Task Work Area, "Default" displays in the Note field for this scheduled task. You can customize the system scheduled task, if needed.

Note: When upgrading CMS, system scheduled tasks (tasks with Job IDs less than 100) are not exported with the CMS database. If you have customized any system scheduled tasks, you must manually re-input the changes after the upgrade.

Note: If you delete a system scheduled task, it is automatically recreated if the CMS server is restarted.

To schedule PM data downloads

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > Scheduled Tasks > PM Download.

3. Click Create > C7 PM Download, E5-400 PM Download, or E7/E5-48/E3-48C/E3-8G/E3-48R2 PM Download to open the New PM Download Task dialog box.

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4. (For C7 PM downloads only) At the top of the New PM Download Task dialog box, click Performance Monitoring, Real-Time Counters or Video Channel, depending on the type of PM download you need. To download data for an Ethernet Bandwidth Utilization or ADSL Health Monitor report, click Real-Time Counters. To download data for a Top Video Channel Count report, click Video Channel. For all other downloads, click Performance Monitoring.

5. To launch a one-time, immediate download, do the following:

Select the Immediate one-time execution.

Select one of the download options: All 15-Min Bins, All 1-Day Bins, or Both.

Go to Step 6.

To schedule a one-time or recurring download to begin at a later time, do the following:

Select the Schedule for later radio button. In date and time settings immediately below the radio button selection, do the following:

Type the date on which to begin the downloads, or double-click the calendar icon to open the Select Date dialog box and select the date.

In the hour and minute lists, click the time for the download to start.

If you are setting up a recurring scheduled task, select the Recurring check box, and then select the recurrence pattern:

Note: To optimize CMS performance, use the Daily option whenever possible.

Intra-Day (15 Minute Counters): Select the PM download frequency (2, 4, 6, or 8-hour). (This option is not available for C7 real-time counter downloads.)

Daily (24 Hour Counters): Select the check box for each day of the week to download. Selecting fewer check boxes concentrates the daily downloads onto the days checked. Clicking more check boxes distributes the daily downloads more evenly throughout the week.

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To specify an end date and time for the recurring download, select the Stop after check box. Type the date on which to end the downloads, or double-click the calendar icon to open the Select Date dialog box and select the date. In the hour and minute lists, click the time to end downloads.

6. In the Data Types area, select one or more of the data type check boxes. (The available data types for C7 PM vary depending on the type of download selected in Step 4.)

7. In the Data Location area, select the level(s) for downloading PM data:

a. On the data location tree, double-click a region or network group to expand it, and then click a region, network group, network or node to include. (To include all regions, network groups, and networks or nodes in your selection, select the root region.)

Note: For a Non-Recurring C7 PM download with ADSL data, you can only include a single C7 network in the download task.

b. Right-click to open the pop-up menu, then click Set Download. The square to the left of the region or network changes to green to indicate that it is included.

c. Repeat Steps 7a and 7b for each region, network group, network or node to include in the download. To remove a location from the download, right-click it, and then click Unset Download.

8. At the bottom of the New PM Download Task dialog box, click OK to save the settings.

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Querying Historical Performance Data Using CMS Desktop or CMS Web, you can query previously downloaded performance monitoring data to obtain performance data for a specific port type and time period. You can optionally target specific networks or nodes and access identifiers to obtain specific information. With CMS Desktop, the PM report displays in a separate window with hyperlinks from the AID of the object directly to details of the network element in the Work Area.

For C7 PM downloads, alternatively, you can use a UNIX script to generate a file of log query results. For more information, refer to the Calix Management System (CMS) Installation and Upgrade Guide.

Sample PM query results

The example below shows C7 PM query results in HTML format. The query type, start time, and end time for the query appear in the report header.

Tip: Hovering the mouse pointer over a column header opens a pop-up window with a more complete description of the column contents.

Navigate HTML results by clicking the first, prev, next, and last links above the table.

Note: If a query takes over 20 seconds to process, page entries that have been processed up to that point appear on screen while the system continues processing the remainder of the query.

Archived log data

The number of days of archived PM data is set by your CMS system administrator. You can change the log archive settings (on page 289) in CMS.

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Performance Monitoring Query Templates

You can save frequently used PM queries (on page 296) as templates in CMS and apply the templates (on page 296) again as needed.

Generating a PM Query You can run a customized query to obtain PM data to view or export through either CMS Desktop or CMS Web:

C7 queries can be run for ADSL, DS1, DS3, HDSL, IMA, IMA Link, OC3, OC12, OC48, PWE3, STS1, STS3c, STS12c, STS48c, xDSL, and xDSL Group PM data, as well as Ethernet statistics.

E-Series system queries can be run for GE port, 10GE port, ERPS, ONT, ONT FE, ONT GE, ONT HPNA, ONT PWE3, and ONT T1 PM data.

Generating a PM query requires Full CMS Administration privileges.

To run an inventory query

1. Do one of the following, depending on whether you have CMS Desktop or CMS Web open:

(CMS Desktop) On the Tools menu, click Web Site Map. Alternatively, click Tools > Performance > C-Series or E-Series (menu options with right-pointing triangles have submenus). Click the type of report to run.

(CMS Web) Open CMS Web (on page 38). At the top of the page, click Site Map. Alternatively, in the Module list on the left, click Performance > C-Series or E-Series (menu options with right-pointing triangles have submenus).

2. Select the type of report to run. Selections with right-pointing triangles have options for 1-day and 15-minute bins.

3. On the Search screen, use one or more of the following options to define the PM query:

Skip to Step 4 to include all available data in the query for the past 24 hours.

Tip: The number of PM records returned for each port depends on the start and end times that you set for the query and any filtering criteria you have applied.

Start Time and End Time: Click the calendar icon to the right of the Start Time or End Time box. In the Select Date and Time window, use the navigation arrows to scroll to the month and year. To modify the time, type a time in the format HH:MM:SS. Click a date in the calendar to close the window and transfer the date and time to the Start Time or End Time box.

Tip: Older PM data on the CMS server is purged based on your PM data archive settings.

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AID: Specify access identifiers that meet the match criteria. To use this filter, specify a match option (Equals, Contains, Not Equals, Starts With, or Ends With) and type a string in the box to the right. Optionally select the Case-Sensitive check box to match the case used in the string. For example, to return PM data for all ports on node 1, shelf 1 in a network, click Starts With in the match list, then type N1-1 in the box.

Under Filter Criteria, use the Region and Network filters to specify one or more regions or networks for the query report. To use this filter, expand the right-pointing arrow > and select one or more items from the list. Use Ctrl+click to select one item at a time or Shift+click to select a range of items. (To de-select an item, Ctrl+click it again.) Note the following:

If you do not specify this filter (default), all available network or node data is included in the search.

To only search synchronized networks or nodes, select the Synchronized Networks check box the right of the Network list.

To only search networks nested under a network group, select the Network Group check box the right of the Network list.

Location: Specify near-end or far-end PM data. If you do not set this filter, both near-end and far-end data are included in the query.

Sort on: Sort the query by the time, network ID, node ID, or the port access identifier (AID). By default the query sorts in ascending order. To specify descending order, click Descending. If you do not set this filter, data is sorted in random order based on when it was added to the CMS database.

Report Parameters: Select the report format for the query results. By default, results will display in HTML format on screen.

The default number in the Lines Per Page box is 50. You can type a number up to a maximum of 10000 (ten thousand). (For numbers over 999, do not use a comma as a thousands separator.)

For CSV reports, the lines per page determines the number of entries that are exported to the CSV file. To include as many entries as possible, type 10000. (To generate a CSV file of C7 PM query results that exceeds ten thousand entries, use the pmdownload UNIX script. For details, refer to the Calix Management System (CSM) Installation and Upgrade Guide.)

4. At the bottom of the screen, optionally do one of the following:

Clear the settings on the Search screen: Click Reset.

Set advanced filter criteria (on page 100) or customize the columns displayed and sort order: Click Advanced.

5. At the bottom of the page, click Submit.

The report results appear on screen. If you selected CSV output, the File Download dialog box opens with options for opening the report results directly in your default spreadsheet application or saving the file to a location on your PC or workstation.

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Saving Queries as Templates

You can save an inventory or PM query as a template to apply at a later time. Templates can contain up to 80 alphanumeric characters plus the dollar sign ($) and underscore (_). Spaces are not allowed. Saving a query as a template requires Min. CMS Administration privileges.

To save a query as a template

1. Open the CMS Web (on page 38).

2. In the Module list on the left, click Configuration or Performance, and then click the type of query to run.

3. Select the query and advanced query options.

4. Click Submit.

5. Click Save Template.

6. In the Template Name box, type the name of the template.

7. Click OK.

Applying a Query Template

You can apply a previously saved inventory or PM query template to generate a new report with the templates predefined configurations. Applying a query template requires Min. CMS Administration privileges.

To apply a query template

1. Open the CMS Web (on page 38).

2. In the Module list on the left, click Configuration or Performance, and then click the type of query to run.

3. Under Existing Templates, click the name of the query template to use.

The query report using the criteria of the selected template displays on screen.

Using Advanced PM Query Options CMS provides advanced options that enable you to produce highly customized inventory, search, and PM query reports. For each of these reports, you can customize the output as follows:

Display or hide selected elements

Arrange the placement order of the output columns

Sort statistics and elements in ascending or descending order

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Set filter conditions for any available report parameters using standard database query attributes

Use AND and OR operators to group multiple filter conditions

Access the advanced query options from the Search, Inventory, PM Query, or Alarm Log screen.

Note: When using advanced search options, unless you change it, the settings are stored for a specific query for the duration of the current user session.

To change the report display, sort order, and filter criteria

1. From the search results page, click Advanced.

2. Click the following tabs to access these options:

Display:

Hide or show column(s): Select one or more items in the Visible Columns list and click the left arrow to hide them, or select elements in the Choose Columns list and click the right arrow to add them to the report. Use the double arrow buttons to hide or add all items.

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Change the order in which report elements display in the report: Select an element in the Visible Columns list. Click Up or Down to move the element to a new location in the list.

Sort: Report elements that you can use as sort criteria display in the Choose Columns list. If you do not add any sort criteria, the results are sorted by the topology elements on the main Search, Inventory, or PM Query page.

Add an element to the sort criteria: Select an element in the Choose Columns list. Click the right arrow to add it to the Sorting Columns list. Repeat to add a secondary sort, and to add additional nested sort criteria.

Change the sort priority: If you have added more than one sort criterion to the Sorting Columns list, select an element in the list and click Up or Down to move it to a new priority order.

Change the sort order for a selected element: By default, elements selected for sorting sort in ascending order. To change to descending order (or back to ascending order), select the element in the Sorting Columns list and click Asc/Desc. The arrow indicator to the left of the element name changes to show the sort order.

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Filter Criteria: Define one or more filter conditions:

a. In the Columns list, select a filter element.

b. In the Filter Condition area, select a database query option, such as Equals (options vary by element type). To exclude the selected filter condition, select the Not check box.

c. To the right of the query options, do one of the following:

(For an element with predefined filter values) In the list, click the filter value(s) to use in the filter. You can select multiple values in the list using Ctrl+click to select values one at a time or click-and-drag to select a range.

(For an element without predefined filter values) In the text box, type a text string to define the filter. Optionally, check the Case Sensitive check box to only return results that match the case you used.

d. To the right of Relation, select the operator (AND or OR) to use. By default, AND is selected.

e. Click Add to move the condition to the Conditions list.

f. Repeat the Steps 2a through 2e for each additional filter condition to add. View the criteria at the bottom of the screen or click Show Detailed Filter Clause to view the current set of criteria in query format.

g. To manage the list of conditions, you can use the buttons on the right side of the screen:

Select two or more conditions and click Group to nest criteria or UnGroup to remove a previous grouping.

Select one or more conditions and click And/Or to change the operator.

Select one or more conditions and click Delete to remove condition(s).

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Select one or more conditions and click Up or Down to move the position of the condition in the list.

Select a condition and click Edit to modify its criterion. The Add button is disabled and the Update button is enabled. Click Update to use the modified criterion.

3. At the bottom of the screen:

Click Submit to generate the report with the customization settings you have specified. (For PM queries, the main Search screen opens.)

Click Apply to save the customization settings and open the Display tab.

Click Reset to clear the customization settings from the current tab.

Click Cancel to return to the main Search screen.

4. In the Search or Inventory report screen, you have several options:

Scroll through the search report using Next, Last, First, and Prev above the search report.

Return to the Search screen and modify the criteria. Above the report buttons, click Back.

Change the parameters on screen to display those from a different tab for searches where more than one CMS Work Area tab displays above the search results. The currently-selected tab displays largest.

In the report table, for one of the lines in the search report:

Open a Table View by clicking the Row # hyperlink.

(In CMS Desktop only) Jump to the Work Area by clicking an ID hyperlink.

Note: After clicking an ID hyperlink, you cannot return to the search report without regenerating the report.

Save the results displayed on the current screen only in CSV format. Above the report results, click CSV Export. The Downloading dialog box opens with options to open the search results directly in your default spreadsheet application, or save the file open to a location on your PC or workstation.

Save the search or inventory query as a template (on page 107).

PM Query Example This example procedure for C7 PM data assumes that PM data has been downloaded to the CMS server using a scheduled PM Download task. The example is based on the following PM query parameters:

ADSL data type

Start time 10:00 a.m. on 8/19/12; end time 10:00 a.m. on 8/20/12

All AIDs on node 1, shelf 1 in the SONOMA network

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15-minute data type

Sort on string AID

Output to CSV file format

To query performance data example

1. Open CMS Web.

2. In the Module list on the left, click Performance > C-Series > ADSL > 15-MIN.

a. Click the calendar icon to the right of the Start Time box. In the Select Date and Time dialog box, scroll to August 2012, type the time as 10:00:00, and then click the date 19. Repeat the same for the End Time to specify 10:00:00 for the date 20.

b. In the list to the right of AID, click Starts With. In the box, type N1-1.

c. Under Filter Criteria, example the Network filter, and scroll down in the list and select SONOMA.

d. In the Sort list, click AID.

e. In the Report Parameters area, click the CSV radio button.

3. At the bottom of the Performance Monitoring page, click Submit to open the File Download dialog box.

4. Click Save to open the Save As dialog box. Navigate to a location on your PC or workstation and click Save.

Viewing and Printing the Query Results When you output the query to HTML, a browser window opens and the query results appear. When you output the query to a CSV file, open the file in a spreadsheet application such as Excel. For best results, format the report content as text.

To print PM query results, use the print commands in your browser (for HTML output) or spreadsheet application (for CSV output).

Understanding PM Data Results This section lists the common and data-specific fields returned when you run a PM query.

Tip: For HTML output on screen, move your cursor over a column heading to view the parameter long name in a ToolTip.

Common report fields

The following information displays for each port regardless of the data type selected in a PM report:

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Report Column Description

UID Unique identifier for the PM data capture

Time The date and time stamp of the PM data capture

Network ID Network where the port is located, in the format NTWK-<network name>

PM Location Location of the PM download. Options are Near End or Far End

Bin Type Accumulation period or bin from which PM data was downloaded. Options are 15-minute or 1-day. C7 networks accumulate PM data over two time periods. Options are every 15 minutes or every day (midnight to midnight). Non-recurring PM data downloads and downloads that recur hourly are taken from the 15-minute bin. PM data downloads that recur once a day are taken from the 1-day bin.

Validity Status of the PM data download for the accumulation period (15 minutes or 1 day): Completed: PM registers represent data collected over the entire time period. Not Available: PM data were not available. Invalid: PM data were corrupt or invalid. Longer: PM data were collected over a time period longer than the time period in

question. Partial: PM data were collected over a part of the time period. (When viewed on

the network using the C7 iMS or TL1, this status appears for the current time period that has not yet completed.)

Adjusted: PM registers were re-initialized during the time period in question. For example, this status can result from restarting the PM counts for troubleshooting or testing purposes.

AID The access identifier for the port

System ID (SID)

The system ID that designates the node

For a list of C7 PM parameters, see C7 Port-Specific PM Parameters (on page 282).

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Chapter 7

Calix C7 Business Reports

CMS provides a number of predefined business reports to monitor Calix C7 network resources so that planners can optimize their equipment inventory. C7 business reports support a full suite of filters. You can run custom reports for the all C7 networks connected to CMS, or filter for specific networks, individual card types, and other parameters. The reports display in HTML format through CMS Web. CMS contains the following pre-defined C7 business reports:

Bandwidth Utilization for T1, T3, IMA Groups, STSn, and Ethernet

Service Take Rate for ADSL, T0, T1, ONT AVO, and Ethernet

ADSL Health Monitor

Modem Train Rate

Top Video Channel Report by View Minutes

Top Video Channel Usage

Bandwidth utilization and top video channel reports have 7-day and 30-day default reports. Alternatively, you can define a custom time period for these reports. The service take rate is based on the latest inventory snapshot. The bandwidth utilization, ADSL health monitor, and modem train rate reports can be run for daily or weekly intervals.

Copying and Sending Graphs and Charts

After generating a C7 business report using CMS Web, using your cursor, you can highlight a graph to cut and paste it into a program such as Word or PowerPoint, or save it as a PNG file for emailing or importing into a variety of programs for presentation purposes.

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Bandwidth Utilization Report Bandwidth utilization reports provide daily and weekly aggregated statistics of the C7 network uplink and downlink utilization percentage to monitor inventory management and optimize expenditures. You can run separate reports for all uplinks, or targeted DS1, DS3, IMA, STS1, STS3, STS12, STS48, or Ethernet uplinks and downlinks.

Based on thresholds defined when you run the report, any values that exceed the threshold display in red in the output. You can view the utilization history of a facility by clicking its AID in the Web report. Viewing the history can clarify whether the threshold crossing is an anomaly or indicate a trend of bandwidth depletion. Use this data to help determine whether to add bandwidth immediately or delay capital expenditures to a future date.

Note: STSn transport ingress (PERU_P) data are only reported for interfaces with a C7 shelf at the far end; data for interfaces uplinked to third-party devices do not display in the reports.

Before you generate a report

Before a meaningful Bandwidth Utilization Report can be generated, PM statistics must be downloaded to the CMS server for several days. For STSn, IMA Group, T1, and T3 bandwidth utilization reports, the C7 PM download system scheduled task includes the required PM data.

Note: If your scheduled C7 PM download task has been modified or deleted, make sure that a scheduled task exists with these settings: In the Performance Monitoring tab, select the Daily option under Recurring Pattern and the check boxes for the days of the week to include in the download. In the Data Types area, click the data type check boxes for the required report types (STSn, IMA Group, DS1, or T3).

For Ethernet bandwidth utilization reports, see Scheduling a PM Download (on page 290). You must use the following settings when creating the PM download:

Under the Real-Time Counters tab, select the Daily option under Recurring Pattern and the check boxes for the days of the week to include in the download. In the Data Types area, click the Ethernet (Eth) check box.

To generate a C7 bandwidth utilization report

Note: Depending upon the configuration and type of report requested, report results with a lot of data may take a few minutes to display.

1. Open the CMS Web (on page 38).

2. In the Module list on the left, click Business Report > Bandwidth Utilization, and then click the type of report to run. A report screen opens.

3. Under the report title, select Daily or Weekly to define the report history duration. Daily displays by default.

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4. Do one of the following:

Click Bandwidth Utilization summary report for the last 7 days (or 7 weeks). The report results appear on screen.

Click Bandwidth Utilization summary report for the last 30 days (or 30 weeks). The report results appear on screen.

For a custom report, complete these steps:

Leave the Start and End Date fields blank to include all available data for the past 7 days in the query, or specify start and end dates by clicking the calendar icon next to the Start Date and End Date fields, and in the Date and Time dialog box, select the start or end date.

(Optional) Limit the query results using the available filter criteria: Region, network, node, AID, minimum percent of utilization (min PERU), threshold (by default, 75%), minimum threshold crossing count.

(Optional) In the Page Size box, type the number of results per page of the report.

At the bottom of the page, click Submit. The report results display on screen.

The following illustration shows a sample C7 bandwidth utilization report.

Options Change the report filter criteria: Click Change Filter to view the original report criteria. You

can modify the criteria, and then click Submit to view the results.

View a Bandwidth Utilization Trend report: On the tabular report, click the AID hyperlink of a region or network.

The following illustration shows a sample graphical report and report table.

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Options View (or hide) a table of the percent utilization of the ingress and egress paths: Click Enable

Table View (Disable Table View).

View a graph and report table of the 15-minute bin data: On the tabular report, click a date hyperlink.

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Service Take Report Service take reports aggregate information about all C7 subscriber ports in a region, network, or node. The tabular and graphical report shows the port AID, total number of ports, the ports in service, and percentage for ADSL, T0, T1, AVO, and Ethernet services from the data collection as of the previous night. You can also generate a real-time report.

Service take rate reports enable you to manage subscriber line unit inventory efficiently by monitoring service port state information on all ports. This includes primary and secondary state information useful in determining which ports are in service and generating revenue. The report provides a periodic count of the total number of subscriber line ports in the network, and a count of the number of in-service ports.

You can view a history of port usage over a defined time period by clicking the port type. If service ports are properly managed, the number of in-service ports should trend towards the number of in-network ports. Unless you are adding ports to your network, if these numbers diverge you could be losing subscribers, or new port inventories are not being optimally managed.

To generate a C7 service take report

1. Open the CMS Web (on page 38).

2. In the Module list on the left, click Business Report > Service Take Rate, then click the type of report to run. A report screen opens with the statistics displayed from the previous night.

3. (Optional). To generate a real-time report, above the report table, click Refresh.

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Options View more granular detail: On the tabular report, click a hyperlink under Port Type to display

a service take report by region. You can then click a region hyperlink to drill down to the network and node levels.

To view real-time data, above the report table, click Refresh.

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ADSL Health Monitor Report ADSL Health Monitor reports include the following statistics for active C7 ADSL ports:

Average code violations

Average Forward Error Correction Count

Forward Error Correction Seconds

Number of modem retrains

Signal to Noise Ratio (SNR) threshold cross count

Use the ADSL Health Monitor reports to assess CPE, DSL port, and loop problems. Monitor at the port, card, or C7 shelf level to isolate and identify problems for a single subscriber, card, binder group, or loop.

You can run ADSL Health Monitor reports on a daily or weekly interval.

Before you generate a report

Before a meaningful C7 ADSL Health Monitor Report can be generated, PM statistics must be downloaded to the CMS server for several days. See Scheduling a PM Download (on page 290). Use the following settings when creating the new PM download:

In the Performance Monitoring tab, select the Daily option under Recurring Pattern and the check boxes for the days of the week to include in the download. In the Data Types area, click the ADSL check box.

For the Modem Train Rate report (described in the options below), click the Real-Time Counters tab. Select the Daily option under Recurring Pattern and the check boxes for the days of the week to include in the download. In the Data Types area, click the Call Status check boxes (for ADSL, xDSL, and xDSL Group).

To generate a C7 ADSL Health Monitor report

1. Open CMS Web (on page 38).

2. In the Module list on the left, click Business Report > Subscriber > ADSL Health Monitor. A report screen opens.

3. Select either Daily or Weekly from the top of the page to define the report history duration. The default is Daily.

4. Do one of the following:

Click Top 50 Troubled ADSL ports in the last 7 days (weeks). The report results appear on screen.

Click Top 50 Troubled ADSL ports in the last 30 days (weeks). The report results appear on screen.

For a custom report, complete these steps:

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Leave the Start and End Date fields blank to include all available data for the past 7 days in the query, or specify start and end dates by clicking the calendar icon next to the Start Date and End Date fields, and in the Date and Time dialog box, select the start or end date.

(Optional) Limit the query results using the available Filter Criteria.

(Optional) In the Max Records box, type the maximum number of results for the report.

At the bottom of the page, click Submit. The report results appear on screen.

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Modem Train Rate Report Modem train rate reports provide summary and trending information about ADSL Customer Premises Equipment (CPE) connected to the C7. The summary report provides information that can be used to identify marketing opportunities for new and upgraded services to existing customers based upon the equipment in their homes. You can use the historical information to proactively manage CPE.

You can run daily or weekly reports to summarize the upstream and downstream train rate and upstream and downstream Signal to Noise Ratio (SNR). The report displays the minimum and maximum values.

Before you generate a report

Before a meaningful C7 Modem Train Rate report can be generated, PM statistics must be downloaded to the CMS server for several days. See Scheduling a PM Download (on page 290). Use the following setting when creating the new PM download:

Click the Real-Time Counters tab. Select the Daily option is selected under Recurring Pattern and the check boxes for the days of the week to include in the download. In the Data Types area, click the Call Status check boxes (for ADSL, xDSL, and xDSL Group).

To generate a C7 modem train rate report

1. Open the CMS Web (on page 38).

2. In the Module list on the left, click Business Report > Subscriber > Modem Train Rate. A report screen opens.

3. Under the report title, select Daily or Weekly to define the report history duration. Daily displays by default.

4. (Optional) Limit the query results using the available Filter Criteria. To include more than one item within the same filter criterion, use Ctrl+click to select each element. (To de-select an element, hold down the Ctrl key and click it again.)

5. In the Page Size box, type the number of results per page of the report.

6. At the bottom of the page, click Submit. The report results appear on screen.

The following illustration shows a sample C7 modem train report.

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Options Change the report filter criteria: Click Change Filter to view the original report criteria.

After modifying the criteria, click Submit to view the results.

View a trend graph for an individual customer modem: On the tabular report, click the AID of that equipment.

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The following illustration shows an example of a Modem Train Rate Downstream Trend graph.

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Top Video Channel Report by View Minutes Top video channel by view minutes reports provide aggregate viewer minute counts by channel for C7 networks. You can generate two types of reports:

The top 50 channels for a specified time period.

The top 10 channels by time of day for a specified time period.

Note: The Top Video Channel Report by View Minutes is not supported for C7 video networks operating in AVT mode.

Before you generate a report

Before a meaningful C7 Top Video Channel Report by View Minutes can be generated, PM statistics must be downloaded to the CMS server. See Scheduling a PM Download (on page 290). Use the following settings when creating the new PM download:

For the Top 50 Video Channel Report: In the Performance Monitoring tab, select the Daily option under Recurrence pattern and the check boxes for the days of the week to include in the download. In the Data Types area, click the IGMP check box.

Note: The CMS system aggregates daily channel counts nightly. For Top Video Channel Reports, you must wait a day after the channel count PM task completes before viewing the data.

For the Time of Day Video Channel Report by View Minutes: In the Performance Monitoring tab, select the Intra-Day option under Recurrence Pattern and the radio button for how often to schedule the PM downloads (every 2, 4, 6 or 8 hours). In the Data Types area, click the IGMP check box.

To generate a C7 video usage report

1. Open the CMS Web (on page 38).

2. In the Module list on the left, click Business Report > Top Video Channel > View Minutes. A report screen opens.

3. Do one of the following:

Click Top 50 Video Channel Report in the last 7 days (or last 30 days). The report results appear on screen.

Click Top 10 Video Channel By Time Of Day Report in the last 7 days (or last 30 days). The report results appear on screen.

For a custom report, complete these steps:

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Leave the Start and End Date fields blank to include all available data for the past 7 days in the query, or specify start and end dates by clicking the calendar icon next to the Start Date and End Date fields, and in the Date and Time dialog box, select the start or end date.

Use the Region or Network lists to narrow the report to a region or network.

In the TOP N box, type the number of channels to view in the report.

Use the Group list to group the output by region or time of day.

At the bottom of the page, click Submit. The report results appear on screen.

The following illustrations show sample C7 video usage reports. The first illustration shows a report of the top 50 channels, and the second shows a top 10 channel report by time of day.

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Options Change the report filter criteria: Click Change Filter to view the original report criteria.

After modifying the criteria, click Submit to view the results.

View a trend graph for an individual video channel: On the tabular report, click the IP address link of a channel.

The following illustration shows an example of a Video Channel Usage Trend graph.

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Options Change the time period for the report: Click Change Date.

View (or hide) a table of the data: Click Enable Table View (Disable Table View).

View a graph and report table of view minutes in 15-minute increments: On the tabular report, click a date hyperlink.

The following illustration shows an example of a view minutes in 15-minute increments.

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Top Video Channel Usage Report Top video channel usage reports provide information for determining usage patterns of the C7 network video lineup, enabling you to actively manage channel lineups based on subscriber viewing habits. Reports include time-of-day filtering for optimal pricing advertising.

Viewer channel usage is polled periodically throughout the day. CMS collects total channel count and provides a summary of the most frequently viewed channels for the previous 7-day or 30-day periods, or you can define you own reporting interval. The results display the user-defined number of most popular channels ranked according to usage. Click on the IP address of a channel in the report to view a graphical representation of the video channel usage trend.

Before you generate a report

Before a meaningful C7 Top Video Channel Usage report can be generated, PM statistics must be downloaded to the CMS server for several days. See Scheduling a PM Download (on page 290). Use the following settings when creating the new PM download:

Click the Video Channel tab. Select the Daily option under Recurring Pattern and the check boxes for the days of the week to include in the download. In the Data Types area, click the Channel Count check box.

To generate a C7 video usage report

1. Open CMS Web (on page 38).

2. In the Module list on the left, click Business Report > Top Video Channel > Count. A report screen opens.

3. Do one of the following:

Click Top 50 Video Channel Usage Report in the last 7 days (or last 30 days). The report results appear on screen.

Click Top 10 Video Channel By Time Of Day Report in the last 7 days (or last 30 days). The report results appear on screen.

For a custom report, complete these steps:

Leave the Start and End Date fields blank to include all available data for the past 7 days in the query, or specify start and end dates by clicking the calendar icon next to the Start Date and End Date fields, and in the Date and Time dialog box, select the start or end date.

Use the Region or Network lists to narrow the report to a region or network.

In the TOP N box, type the number of channels to view in the report.

Use the Group list to group the output by region or time of day.

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At the bottom of the page, click Submit. The report results appear on screen.

The following illustration shows a sample C7 video usage report:

Option View a usage trend graph for an individual video channel: On the tabular report, click the IP

address hyperlink of a channel.

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Accessing Predefined Reports You can view all predefined C7 business reports and apply them to generate the report with the default configurations. Viewing and applying reports requires Min (Minimum) CMS Administration privileges.

To view and apply predefined reports

1. From CMS Web, click the Business Reports hyperlink near the top of the screen. The Business Reports page opens.

2. (Optional) Click the report name to generate the report.

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Chapter 8

Administrative Tasks

You can perform the following administrative tasks.

In CMS Desktop Manage Calix device default passwords

Generate custom Performance Monitoring (PM) reports

Schedule the following:

C7 and E7 PM downloads

Backups of the Calix device databases

Backups of the CMS database (regions, networks, user groups, and users)

Inventory snapshots

Modify the number of days to archive CMS logs and PM data

Synchronize network alarms and time with CMS

In CMS Web Perform log queries and generate alarm, event, and system administration logs

Modify the default alarm severity and description (see Modifying Alarm Severity and Description (on page 246))

Export and import CMS and C7 network data (profiles, templates, and video channels)

Create custom lists of aliases for node names for each CMS user group

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Working with Scheduled Tasks

Scheduling Tasks

Creating a Scheduled Task

You can schedule PM downloads (for C7, E7, E5-400 and E3-48C systems); CMS database backups; node database backups; inventory snapshots; and E-Series software upgrades.

Important: Only CMS Desktop users in the Administrators user group can create a scheduled task.

The procedure for each scheduled task varies. For more information, see the following topics:

Scheduling a PM Download (on page 290)

Scheduling a CMS Database Backup (on page 332)

Scheduling Calix Network Element Backups (on page 336)

Scheduling an Inventory Snapshot (on page 345)

Scheduling E3/E5-100 Software Upgrades (on page 226)

Scheduling E7/E3-48C Software Upgrades (on page 137)

Scheduling an ONT-Only Firmware Upgrade in CMS (on page 143)

Scheduling an RG Configuration Management Task in CMS (on page 145)

Scheduling Configuration Restoration for E Series Network Elements (on page 347)

Note: B6 network scheduled tasks can be created for upgrading images, reloading B6 devices, re-synchronizing inventory, upgrading GPON ONT images, and configuring GPON OLT repository paths. For information, refer to the publication, Managing a B6 Network from CMS.

System scheduled tasks

After installing or upgrading CMS, the following scheduled tasks are automatically created:

A C7 PM download for 1-day STSn, IMA Group, DS1, OCn, DS3, and IGMP PM data that begins at 1:00 a.m. and recurs daily.

A CMS database backup that begins at 1:00 a.m. and recurs daily.

An E3/E5-100 network backup (configuration save only) task that begins at 1:30 a.m. and recurs daily.

A C7 inventory snapshot that begins on Sunday at 3:00 a.m. and recurs weekly.

An E3/E5-100 inventory data collection scheduled task that begins at 4:00 a.m. each Sunday and recurs weekly.

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An E5-400 inventory data collection scheduled task that begins at 5:00 a.m. each Sunday and recurs weekly.

An E7 inventory data collection scheduled task that begins at 6:00 a.m. each Sunday and recurs weekly.

In the Scheduled Task dialog box, system scheduled tasks have Job IDs less than 100. In addition, "Default" displays in the Note field. You can customize or delete a system scheduled task, if needed.

Note: When upgrading CMS, system scheduled tasks are not exported with the CMS database. If you have customized a default scheduled task, you must manually re-input the changes after the upgrade.

Note: If you delete a system scheduled task, it is automatically recreated if the CMS server is restarted.

Viewing Scheduled Tasks

You can view the status of scheduled PM data downloads, CMS database backups, network element database backups, and inventory snapshots. You can also view the details of completed tasks.

Viewing scheduled tasks requires Min (Minimum) CMS Administration privileges.

To view scheduled tasks

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > Scheduled Tasks, and then click a task category:

CMS DB Backup (database backup)

PM Download (Performance Monitoring download)

Network Backup

Inventory Snapshot

Network Restore

RG Config File Management

ONT Upgrade

Software Upgrade

AE ONT

3. (Optional) In the task list, click a column heading to sort the list by that heading. For example, click Status to sort the task list by status (Scheduled, In Progress, Successful, Partial, Failed, and Canceled).

4. Double-click a task to view the original schedule details and the results.

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5. To see a report on the task status, in the bottom right of the screen, click Detailed Status. The Detailed Status screen opens with details of the task.

Status fields

Each scheduled task displays the following information:

Item Description

Job ID An auto-generated number assigned to each task. Note: System scheduled tasks have Job IDs less than 100. These can be modified or deleted, if needed.

Status Task status: Scheduled, In Progress, Successful, Partial, Failed, or Canceled.

Created By CMS user that created the task.

Start Time Date and time that the task started.

End Time Date and time that the task finished.

Note For system scheduled tasks, this field includes "Default." For recurring tasks, this field includes the Job ID of the task. For completed tasks, this field includes the number of successful, partial, or failed network

snapshots. For recurring tasks, this field shows the recurrence schedule.

Modifying a Scheduled Task

You can modify a scheduled PM data download, CMS database backup, C7 backup, and inventory snapshot.

Important: Only CMS Desktop users in the Administrators user group can modify or delete a scheduled task.

To view and modify scheduled tasks

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > Scheduled Tasks, and then click the category of the tasks.

3. (Optional) In the task list, click a column heading to sort the list by that heading. For example, click Status to sort the task list by the status (Scheduled, In Progress, Successful, Partial, Failed, and Canceled).

4. Double-click a task to view the original schedule details and the results.

5. Modify the task as needed.

6. Click OK.

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To delete a scheduled task

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > Scheduled Tasks, and then click the category of the tasks.

3. In the task list, select (single-click) the task you are deleting.

4. In the task bar at the top of the Work Area, click Delete, and then click OK to confirm the deletion.

Rerunning a Scheduled Task

You can rerun any partially completed, failed, or canceled scheduled task. Rerunning a PM download task downloads the PM statistics that did not download on the original schedule. Rerunning a scheduled task requires Full CMS Administration privileges.

To rerun a scheduled task

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > Scheduled Tasks, and then click the category of the tasks.

3. (Optional) In the task list, click the Status column heading to sort the list by that heading.

4. Right-click the task to rerun, and then click Re-Run.

Deleting a Scheduled Task

Any scheduled PM task can be deleted before its execution time. Deleting a scheduled task requires Full CMS Administration privileges.

To delete a scheduled task

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > Scheduled Tasks, and then the category of the task to delete.

3. (Optional) In the task list, click the Status column heading to sort by that heading.

4. Click a scheduled task, and then click Delete.

5. In the Confirmation dialog box, click OK.

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Aborting a Task in Progress

You can abort a task in progress. Any data already downloaded and saved are not deleted from the database. Aborting a scheduled task in progress requires Full CMS Administration privileges.

To abort a scheduled task in progress

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > Scheduled Tasks, and then the category of the task to abort.

3. In the task list, click the Status column heading to sort by that column.

4. In the task list, click the task with a status of In Progress, and then click Action > Abort.

5. In the Confirmation dialog box, click OK.

Optimizing Scheduled Tasks

Setting Up C7 PM Downloads

Performance Monitoring (PM) downloads require considerable computing resources, because large amounts of data are copied from each C7 shelf to the CMS server database. PM downloads can use as much as 8 GB of CMS server hard disk space for each day of archived PM data.

When scheduling PM download tasks, consider these factors:

Port type (ADSL and xDSL PM downloads include more data).

Note: Due to the large number of statistics, you can only run ADSL or xDSL PM downloads for 1-day bins.

Data type (data from 15-minute bins take longer to download than data from the 1-day bins by a factor of 30 to 1).

Number of networks and shelves included in the download.

Number of days that CMS archives PM data.

You can customize scheduled PM downloads for the port types, data type, and number of networks and shelves. You can also adjust the number of days of PM archived data based on your system capacity and company needs.

Optimization tips for setting up PM downloads

To minimize the effect of PM downloads on CMS performance, follow these recommendations and guidelines:

Consolidate all PM downloads other than ADSL into one download task.

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Avoid scheduling PM download tasks to run from midnight to 2:00 a.m. The CMS server performs database maintenance during this time.

For 15-minute PM data bins (intra-day recurring PM downloads), use the 6-hour interval whenever possible. On occasion, using the 8-hour download interval can cause partial bins to be downloaded.

The total number of ports included in a scheduled 15-minute PM data download should not exceed 100,000, which is roughly equivalent to 500 C7 networks.

For 1-day PM data bins (daily recurring PM downloads), determine the best schedule of distribution of 1-day downloads for your situation.

Schedule non-recurring PM downloads as seldom as possible, and only for networks that are critical.

Setting Up Inventory Snapshots

Use the following guidelines to optimize CMS performance during inventory snapshots:

Schedule inventory snapshots so that only one task is running at a time. Do not overlap inventory snapshot schedules.

For Calix C7 networks, inventory snapshots download to the CMS server at a rate of approximately 30 ports per second. For example, an inventory snapshot for a network with 3,600 ports takes approximately 2 minutes to download.

When scheduling an recurring inventory snapshot for systems supporting 1,000 or more network elements, schedule snapshots once a week (for example, over the weekend), and allow one to two days for the scheduled task to complete. The time requirement varies based on the total number of ports and network topology.

System Data Backup Best Practices

Backing up the CMS database can save significant time and provide potential expense savings over time. Performing regular database backups is a strongly recommended practice, especially for disaster recovery. If a significant number of configuration changes have been made to the system since the last database snapshot was taken, you can do one of the following:

Restore the old database and then re-do the same configuration updates you made previously.

If the backup is simply too old to be usable altogether, forge ahead with other troubleshooting options.

Performing backups in CMS mitigates this issue, saving you considerable time from performing backups manually, and possibly saving significant time should a disaster recovery event occur.

You can schedule multiple node backups to occur at the same time. CMS actively backs up as many as five networks at one time. When more than five networks are scheduled for backup at the same time, as one network backup completes, a new network backup begins. This process continues until all scheduled network backups are finished.

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General best practices

Calix strongly recommends following these guidelines for network backups:

Perform a system backup of all shelves in your networks once a week (for example, starting on Friday night). Back up more frequently if you make frequent provisioning changes.

Back up a system prior to making a significant change to the network, such as provisioning, swapping a card, changing traffic profiles, or changing the administrative master location.

Use CMS to schedule a database backup task. You can schedule database backups to occur on a one-time, daily, weekly, or monthly basis. See Scheduling a CMS Database Backup (CMS, Help) (on page 332).

Note: Scheduling a database backup requires Full CMS Administrative privileges. See CMS User Privileges (on page 60).

C7 networks

Individual C7 networks back up one shelf at a time. The files download to the designated FTP/SFTP server during the backup process.

Calix strongly recommends following these guidelines for C7 network backups:

C7 network backups require from two to five minutes per shelf to complete. For example, backing up data for networks with a total of 500 shelves may take up to 40 hours to complete. Systems supporting 1,000 or more shelves may take from two to three days to complete. Actual times vary based on the number of cross-connections.

Each shelf backup file can be as large as 400 KB.

Do not overwrite or discard old backups. Save previous backups on a remote server or storage disk.

Follow company policy and procedures to copy the backup files from the FTP or Secure FTP (SFTP) server to a different location for storage purposes.

Backing Up the CMS Database Use the CMS Database Backup feature to schedule a backup one or more of the defined CMS objects. CMS database backups include:

Security settings, user groups, and user accounts

Regions, network groups, network elements, network static links, and Map View information

Global C7 objects: profiles, subscriber templates

Alarm notification, redefinition, and SNMP

CMS database backups to not include:

Calix network element databases: For these, you must use the scheduled backup task for the network or device.

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Performance monitoring (PM) data, inventory data, or CMS log data: To obtain this information, run a PM, inventory, or log query in CMS and export the results separately.

System scheduled task

After installing or upgrading CMS, a system scheduled task is created for CMS backups to begin at 1:00 a.m. on a daily recurring basis.

In the Scheduled Task Work Area, "Default" displays in the Note field for this scheduled task. You can customize a system scheduled task, if needed.

Note: When upgrading CMS, system scheduled tasks (tasks with Job IDs less than 100) are not exported with the CMS database. If you have customized a system scheduled task, you must manually re-input the changes after the upgrade.

Backup and Restore process

You typically back up the CMS database once a week, before upgrading CMS, and after making significant changes to your CMS user groups, users, regions, networks, or other CMS objects. To back up and restore a CMS database, Calix recommends that you perform these steps:

1. Schedule a one-time only (non-recurring) or recurring backup task.

2. If you are re-installing or upgrading CMS server software, copy the backup file to a storage location other than the CMS server hard drive.

3. When you are ready to restore the CMS database, log out all CMS Desktop (GUI) user sessions.

4. Restore the CMS database.

5. Restart the CMS server.

Check the status of a scheduled task

After scheduling a task, you can view the progress of the download to the CMS server, view the download results, and view the original scheduling parameters.

Related topics Performing Shelf Backups (on page 334)

Scheduling a CMS Database Backup (on page 332)

CMS Database Backup Files (on page 333)

Logging Out Users (on page 80)

Restoring the CMS Database (on page 359)

Restarting the CMS Server (on page 380)

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Scheduling a CMS Database Backup

You can schedule CMS database backups to occur on a one-time basis or to recur on a daily, weekly, or monthly basis. Optionally specify a location on an FTP server to save the backup files.

Only a CMS Desktop user in the Administrators user group can schedule a CMS database backup. In addition, the original administrative user account shipped with CMS (rootgod) must not be inhibited.

System CMS database backup scheduled task

After installing or upgrading CMS, a system CMS database backup task is created that begins at 1:00 a.m. and recurs daily. In the Scheduled Task Work Area, "Default" displays in the Note field for this scheduled task. You can customize the default scheduled task, if needed.

Notes: When upgrading CMS, system scheduled tasks (tasks with Job IDs less than 100) are not exported with the CMS database. If you have customized a system scheduled task, you must manually re-input the changes after the upgrade. Also, if you delete a system scheduled task, it is automatically recreated if the CMS server is restarted.

Administrative user ID

CMS ships with a system CMS database backup task that belongs to the rootgod user. If you inhibit the rootgod user after installing CMS, do the following to run CMS object scheduled backups:

1. Delete the system scheduled task belonging to the rootgod user ID.

2. Create a custom scheduled task.

To schedule CMS database backups

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > Scheduled Tasks > CMS DB Backup.

3. Click Create to open the New CMS Backup Task dialog box.

4. To launch a one-time, immediate backup, do the following:

Select the Immediate one-time execution.

Go to Step 5.

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To schedule a one-time or recurring backup to begin at a later time, do the following:

Select the Schedule for later radio button. In date and time settings immediately below the radio button selection, do the following:

Type the date on which to begin the downloads, or double-click the calendar icon to open the Select Date dialog box and select the date.

In the hour and minute lists, click the time for the download to start.

If you are setting up a recurring scheduled task, select the Recurring check box, and then do the following:

Select the Daily or Monthly recurrence pattern radio button. For the Daily option, click the check box for each day of the week to download.

To specify an end date and time for the recurring download, select the Stop after check box. Type the date on which to end the downloads, or double-click the calendar icon to open the Select Date dialog box and select the date. In the hour and minute lists, click the time to end downloads.

5. (Optional) To specify a backup file FTP location:

a. In the Backup Server Info area, select the Send to FTP Server check box to enable entries in the fields.

b. In the FTP Server, User Name, and Password fields, type the required information.

c. To the right of the Folder field, Click the ellipsis button to browse for and select a folder, or type the folder path in the field.

6. Click OK to save your settings.

Note: View the status of the backup in the Work Area on the Scheduled Tasks.

CMS Database Backup Files

After a successful CMS database backup, the backup file is saved on the CMS server in the following directory:

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/CMS_install_dir/jakarta-tomcat-5.0.12/webapps/reports/date/

where CMS_install_dir indicates the directory on which CMS was installed on the server and date indicates the date of the backup in the format mm-dd-yyyy.

The file name with CMS objects is "backup_hh_mm_AM_JobID.txt", indicating the time and Job ID of the scheduled task, for example, backup_01_00_AM_173.txt.

Note: When you view a successful backup task (at the CMS level in the Navigation Tree, click System > Scheduled Task > CMS DB Backup), the backup file name displays in the Note field.

Storing the backup file

After a successful backup, move or copy the backup file to a storage directory or disk. The backup file is required to restore the CMS database.

Performing Shelf and Node Backups Use CMS to schedule database backups for Calix network elements:

For a B6 network, the system takes a snapshot of current B6 card configurations and sends it to the FTP server.

For a C7 network, the system takes a snapshot of each active RAP, IRC, and Ethernet uplink card database file and sends copies of the database files to the FTP server.

For an E3/E5-100 node, the system performs a Configuration Save action and sends the configuration file to the FTP server.

For an E5-400 node, the system takes a snapshot of the current system configuration and sends the configuration file to the FTP server.

For an E7 node, the system takes a snapshot of the current system configuration, including controller and GPON card provisioning data, and sends the configuration file to the FTP server.

You can schedule a one-time or a recurring backup task for selected regions, network groups, or networks.

Follow company policy and procedures to designate an FTP or Secure FTP (SFTP) server for backup file storage purposes.

System scheduled tasks After installing or upgrading CMS, the following network backup scheduled task is

automatically created for E3/E5-100 service units: An E3/E5-100 network backup (Configuration Save only) task that begins at 1:30 a.m. and recurs daily.

In the Scheduled Task dialog box, system scheduled tasks have Job IDs less than 100 and can be identified by the word "Default" in the Note field. You can customize or delete a system scheduled task, if needed.

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When upgrading CMS, system scheduled tasks are not exported with the CMS database. If you have customized a default scheduled task, you must manually re-input the changes after the upgrade.

If you delete a system scheduled task, it is automatically recreated if the CMS server is restarted.

Check the status of a scheduled task

After scheduling a task, view the progress of the download to the CMS server, view the download results, and view the original scheduling parameters.

Restore C7 databases

Should a C7 network backup fail, do one of the following:

Open an iMS cut-through session or log in to the network locally using the C7 integrated Management Software (iMS) and perform a database back up.

Restore a previously backed up configuration for the failed network.

Related topics Scheduling Network Element Backups (on page 336)

System Data Backup Best Practices (on page 329)

Backing Up a C7 Shelf (on page 340)

Restoring C7 Shelf Backups (on page 342)

Configuring the Backup FTP Location

The CMS system administrator can set the default backup FTP parameters for C7 networks and E-Series nodes so that scheduled backups automatically log into the FTP or Secure FTP (SFTP) server without the need to enter the user name and password. This serves the dual purpose of convenience (no need to keep track of the login information) and security (restricting access to the backup server).

Configuring the backup FTP/SFTP parameters requires Full CMS Administration privileges.

Note: When in SSH mode, the C7 uses SFTP to upload the backup files. If your C7 networks use a mix of secure and non-secure communications, make sure the FTP and SFTP servers have the same IP address.

To set the backup FTP/SFTP login parameters

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > System Settings.

3. In the Default FTP Options for Network Backup area:

In the Host box, type the IP address of the FTP/SFTP host.

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In the User Name and Password boxes, type the user name and password for the FTP host.

4. Click Apply, and then click OK to save the new settings.

Scheduling Calix Network Element Backups

You can schedule Calix device database backups to occur on a one-time, daily, weekly, or monthly basis.

Only a CMS Desktop user in the Administrators user group can schedule Calix device backups.

Before you begin

Your CMS system administrator can do the following:

For B6, C7, and E-Series backups, set default FTP server options. For more information, see Configuring the Backup FTP Location (on page 335).

For F5 backups, define the TFTP server information and server folder location.

If default FTP parameters are not used, have the following information from your CMS system administrator available before you schedule a network backup task:

Node Type Required Information

B6, C7, and E-Series

The IP address, user name, and password of the FTP/SFTP host server.

F5 The IP address of the TFTP server. The relative path from the root directory of the TFTP server to the location of the backup files.

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Note: When creating a scheduled backup task, CMS by default validates the FTP IP address, user name, and password, as well as write permission to the FTP folder.

Note: If you set the node's Auto Connect parameter to N (do not automatically reconnect) and the node gets disconnected, the node is skipped when a scheduled task runs, and no failure is reported in the task details.

Save Configuration Only option for E3/E5-100 nodes

A CMS E3/E5-100 backup task extracts the non-volatile memory database from each service unit included in the task. Since E3/E5-100 node-level provisioning changes may only be saved in volatile memory, a Save Configuration Only option is included for saving currently-active databases to non-volatile memory at the node level.

Note the following:

A CMS system scheduled task runs nightly (at 1:30 a.m.) for saving E3 and E5-100 configuration to non-volatile memory.

The system prevents a Save Config operation from recurring more than once every five minutes.

When using this option, no system backup files are collected.

For E3-48 units, a global Config Save option is also available. See Modifying the Default E3/E5-100 Settings (on page 353).

To schedule network backups

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > Scheduled Tasks > Network Backup.

3. On the toolbar, click Create, and then click the network node type to open a New Backup Task dialog box.

4. To launch a one-time, immediate backup, do the following:

Select the Immediate one-time execution.

Go to Step 5.

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To schedule a one-time or recurring backup to begin at a later time, do the following:

Select the Schedule for later radio button. In date and time settings immediately below the radio button selection, do the following:

Type the date on which to begin the downloads, or double-click the calendar icon to open the Select Date dialog box and select the date.

In the hour and minute lists, click the time for the download to start.

If you are setting up a recurring scheduled task, select the Recurring check box, and then do the following:

Select the Daily or Monthly recurrence pattern radio button. For the Daily option, click the check box for each day of the week to download.

To specify an end date and time for the recurring download, select the Stop after check box. Type the date on which to end the downloads, or double-click the calendar icon to open the Select Date dialog box and select the date. In the hour and minute lists, click the time to end downloads.

5. In the Backup Server Info window, do one of the following:

a. (Optional, for E3/E5-100 tasks) To create a Save Configuration Only task, click the Save Config Only check box, and then Skip to Step 6.

b. For C7, E3/E5-100, E5, or E7 backup tasks, the FTP settings specified in the System Settings Work Area will be used unless you choose to override them. To override the default FTP server settings:

In the FTP Server box, enter the IP address of the FTP/SFTP host.

In the Username and Password boxes, enter the user name and password for the FTP host.

(Recommended) Leave the FTP Server Validation check box selected to validate the FTP IP address, user name, and password, as well as write permission to the FTP folder.

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Click the ellipsis button to the right of the Folder box. In the FTP File List dialog box, Look In list, select the folder on the FTP server to serve as the location of the backup files, and then click OK.

c. For F5 backup tasks, enter the following information:

In the TFTP Server box, type the IP address of the TFTP host.

In the Folder box, type the relative path from the root directory of the TFTP server to the location of the backup files.

6. In the Network Selection area, select the level(s) to back up as follows:

a. On the Network Selection tree, double-click a region or network to expand it, then click a region or network to back up. To include all regions and networks in your selection, click the root region.

b. Right-click to open the pop-up menu, then click Select. The square to the left of the region or network changes to green to indicate that it has been included.

c. Repeat Steps 6a and 6b for each additional region or network to back up. To remove a data location from the snapshot, right-click it, then click Un-Select.

7. At the bottom of the New Backup Task dialog box, click OK to save the settings.

C7 Network Backup File Format

By default, backup files are placed in the server folder on the FTP/SFTP server of the user who scheduled the backup, using the following file format:

<filename>-<NETWORK>-<node>-<shelf>-<slot><time stamp>

where filename is the name provided when the C7 backup task was created, and <slot> is CSA or CSB for the RAP, or the slot number of the IRC card. For example, BackupFile-TROY-N1-1-CSA107890999, where BackupFile is the file name given, TROY is the network name, and 107890999 is the UNIX time stamp in seconds.

You can optionally select a different folder on the FTP/SFTP server to back up the database when scheduling the backup.

Note: CMS creates a separate backup file for each active RAP, IRC, and GE-2p card in the backed up C7 network.

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Backing Up a C7 Shelf

If a snapshot fails for a C7 shelf, or you need to capture the database for a single shelf, CMS enables you to back up an individual shelf in a C7 network without scheduling a network backup.

Backing up a C7 shelf database consists of two steps:

1. Make a copy ("snapshot") of the database for a selected shelf in a C7 network.

2. Export the database copies to a remote FTP or SFTP server for storage.

Backing up a shelf in a C7 network and exporting the database files requires Full CMS Administration privileges.

Backing up a C7 shelf database

When you initiate a backup, the current shelf database locks while the system creates a snapshot (copy) of that database. Up to eight snapshot operations can be running simultaneously. However, only one user at a time can create a backup snapshot on a given C7 shelf.

Note: While a snapshot is in progress, no provisioning can be performed on the shelf.

Once the backup process is complete, snapshots of the active card databases are automatically stored on the respective cards.

To back up the system database

1. On the Navigation Tree, click the first shelf to back up, and then press the Ctrl key and click other shelves in the network until all the shelves to include in the backup are selected.

2. On the toolbar, click Action > Backup and Restore > Snapshot to create the backup file(s).

Note: A Snapshot dialog box opens showing the backup progress.

Exporting the Backup Database

To export the backup copies of the database to a remote server, use the Backup and Restore utility Extract command. The Extract command uploads the backup files to a remote FTP or SFTP server that is accessible from the C7 Shelf. For redundant card pairs, you can only extract backup files from the active card.

Note: Export backup copies of the database to a remote server before resetting equipment during a software upgrade.

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To export the database copy to an external server

1. On the Navigation Tree, click a shelf from which to export backup data.

2. On the toolbar, click Action > Backup and Restore > Extract.

3. In the FTP dialog box, in the Slot Address list, click the slot address of the card to back up, and then do the following:

a. In the FTP IP Address box, type the FTP address for the remote server.

b. In the FTP UserName box, type your user ID for the remote server.

c. In the FTP Password box, type your password for the remote server.

d. In the FTP File Name box, type a file name for the backup file. Include a full, valid path to extract the file to a specific folder on the FTP server.

Tip: (CMS only) To the right of the FTP File Name field, click the ellipsis button to open the FTP File List dialog box and navigate to a folder on the FTP server. To use this feature, the FTP server must be accessible from the CMS client machine you are using.

e. Click OK.

Note: A Snapshot dialog box opens showing the export progress.

For shelves containing multiple database-equipped cards, repeat Steps 1 through 3 to export backup data for each different card, as needed.

Troubleshooting Failed Scheduled Network Backups

In CMS, when a scheduled C7 network backup fails, use the following procedure to troubleshoot the problem.

After you have corrected the problem, reschedule the backup task and check the results.

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To troubleshoot a failed scheduled network backup

1. Determine the scope of the failure. Open CMS Desktop and navigate to the Detailed Status window to view the scheduled task. See Viewing Scheduled Tasks (on page 325).

Complete Step 2, 3, or 4 below depending on whether the backups failed for all networks, for all shelves in a network, or for a single shelf in a network.

2. If the backup failed for all networks included in the task, close the Detailed Status window, and on the DB Backup Task window, verify that the information in the Backup Server Info pane (FTP server, user name, password, and folder) is correct.

3. If the backup task failed for all shelves in a network and succeeded in other networks, from a Telnet or X terminal session, ping the C7 network from the CMS server using the IP address, user name, and password used to create the network in the CMS. Do one of the following based on the results:

If you can successfully ping the C7 network: Manually extract one of the C7 databases to an FTP server directly connected to the network. If successful, manually extract the C7 database using the CMS server as the FTP server, and manually extract the C7 database to an FTP server running on the same network route as the CMS server, and compare the results.

If you cannot ping the C7 network: Continue with the steps outlined in Troubleshooting a C7 Network Connection (on page 190).

4. If the backup task failed for one shelf in a network and succeeded in other shelves in the same network, investigate for a possible AMP/ATP or RAP card failure on the shelf where the backup failed.

Restoring C7 Shelf Backups

You cannot restore a complete C7 network at one time in CMS. CMS permits access to the C7 Backup and Restore utility to retrieve backup copies of the provisioning database of a single C7 shelf and restore them to the active RAP, IRC, or Ethernet uplink cards. When you restore a database, the backup copy becomes the active database on the card.

Restoring a backup copy of the system database requires of two steps:

Retrieving the RAP, IRC, and Ethernet uplink card backup files from a remote server and loading them onto the cards on a C7 shelf.

Switching from the current database to the backup version.

Perform each step separately.

Retrieving a Backup Copy of a C7 Shelf Database Use the backup and restore utility Load command to retrieve a backup database copy from a remote FTP or SFTP server and store it on the selected active RAP, IRC, or Ethernet uplink card. Restoring a shelf database in a C7 network requires Full CMS Administration privileges.

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To restore a C7 shelf database

1. On the Navigation tree, click the shelf to restore.

2. Click Action > Backup and Restore > Load.

3. In the FTP Information: Load dialog box, enter the following information:

a. In the Slot Address list, select the slot number of the RAP, IRC, or GE-2p plug-in card to restore.

b. In the FTP IP Address box, type the IP address of the FTP/SFTP host.

c. In the FTP Username and FTP Password boxes, type the user name and password for the FTP host.

d. In the FTP Filename box, type the name of the folder, or click the box with the three dots and navigate to the folder to restore from.

4. Click OK to restore the shelf database.

Switching to the Backup Database After retrieving the backup copies of the provisioning data, the RAP, IRC, and Ethernet uplink cards each store two databases: the backup copy and the active database. To convert the backup copy into the active database, use the Switch command, which reboots the selected card(s) using the backup database.

You can switch RAP, IRC, and Ethernet uplink card database versions either together or independently. Switching to the backup shelf database in a C7 network requires Full CMS Administration privileges.

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ALERT! This procedure is service affecting. Performing a database switch resets the RAP, IRC, and Ethernet uplink cards.

Recommendation for switching to backup data

Each shelf uses information provided by the network Administrative Master shelf. To prevent database inconsistencies across the network, restore backup data on all C7 shelves where changes have occurred. Changes include connections that terminate on or pass through a shelf.

Calix strongly recommends following these guidelines for restoring backup data:

Restore backup data on all C7 shelves in the network where changes have occurred. Switch all shelves at once, one after another, to minimize inconsistencies.

Always use backup files with a common baseline (same creation date and time) to prevent provisioning conflicts between shelves.

Do not restore individual shelves with snapshots created at different times.

To switch to a backup database

1. On the Navigation Tree, click the C7 shelf on which to switch to backup data.

2. Click Action > Backup and Restore > Switch.

3. In the BAR Switch dialog box, select one of the following radio buttons:

All (default) to backup all RAP, IRC, and GE-2p cards

Select to switch selected cards, and then click one or more cards

4. Click OK.

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Scheduling an Inventory Snapshot CMS automatically synchronizes the network element inventory (regions, networks, nodes, shelves, cards, and ports) based on ongoing database change events. In addition, a system inventory snapshot scheduled task recurs weekly (see below).

You can manually schedule an inventory snapshot of network elements by selecting the regions and networks to include in the download and setting the snapshot time. One-time inventory snapshots do not disable scheduled weekly snapshots.

When you view a search or an inventory report, the query results are based on the latest synchronized data.

Only a CMS Desktop user in the Administrators user group can schedule an inventory snapshot.

Note: When creating a scheduled task, the CMS user must have write permissions to the CMS local directory specified.

Note: If you set the node's Auto Connect parameter to N (do not automatically reconnect) and the node gets disconnected, the node is skipped when a scheduled task runs.

System inventory snapshot scheduled tasks

After installing or upgrading CMS, the following system inventory tasks are created:

A C7 inventory snapshot scheduled task that begins at 3:00 a.m. each Sunday and recurs weekly.

An E3/E5-100 inventory data collection scheduled task that begins at 4:00 a.m. each Sunday and recurs weekly.

An E5-400 inventory data collection scheduled task that begins at 5:00 a.m. each Sunday and recurs weekly.

An E7/E3-48C/E5-48 inventory data collection scheduled task that begins at 6:00 a.m. each Sunday and recurs weekly.

In the Scheduled Task Work Area, "Default" displays in the Note field for these scheduled tasks. You can customize a system scheduled task, if needed.

Note: When upgrading CMS, system scheduled tasks (tasks with Job IDs less than 100) are not exported with the CMS database. If you have customized a system scheduled task, you must manually re-input the changes after the upgrade.

C7 and E7/E3-48C/E5-48 inventory snapshot option

You can optionally generate an inventory report of MAC and IP hosts that are provisioned on C7 networks and E7/E3-38C platforms.

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Timing of inventory snapshots

Use the following guidelines to optimize CMS performance:

Schedule inventory snapshots and data collection so that only one task is running at a time. Do not overlap inventory snapshot schedules.

C7 inventory snapshots download to the CMS server at a rate of approximately 30 ports per second. For example, an inventory snapshot for a network with 3,600 ports takes approximately 2 minutes to download.

When scheduling a recurring inventory snapshot for systems supporting 1,000 or more C7 shelves, schedule snapshots once a week (for example, over the weekend), and allow up to two days for the scheduled task to complete. The actual time requirement varies based on the total number of ports.

To schedule inventory snapshots

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > Scheduled Tasks > Inventory Snapshot.

3. Click Create, and then click the network element type to open the New Snapshot Task dialog box.

4. To launch a one-time, immediate task, do the following:

Select the Immediate one-time execution.

Go to Step 5.

To schedule a one-time or recurring task to begin at a later time, do the following:

Select the Schedule for later radio button. In date and time settings immediately below the radio button selection, do the following:

Type the date on which to begin the task, or double-click the calendar icon to open the Select Date dialog box and select the date.

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In the hour and minute lists, click the time for the task to start.

If you are setting up a recurring scheduled task, select the Recurring check box, and then do the following:

Select the Daily or Monthly recurrence pattern radio button. For the Daily option, click the check box for each day of the week to download. Note: Selecting fewer check boxes concentrates daily downloads onto the days checked. Clicking more check boxes distributes daily downloads more evenly throughout the week.

To specify an end date and time for the recurring task, select the Stop after check box. Type the date on which to end the downloads, or double-click the calendar icon to open the Select Date dialog box and select the date. In the hour and minute lists, click the time to end downloads.

5. (Optional, for C7 and E7/E3-48C/E5-48 tasks) To create a snapshot task for MAC and IP hosts, in the Data Types area of the screen, select the MAC Host and IP Host Only check box.

6. In the Network Selection area, select the level(s) to take inventory snapshots, as follows:

a. On the Network Selection tree, double-click a region or network group to view the region, network group, or nodes (not required when you are including all regions and networks).

b. Right-click over a region, network group, or node to include, and then click Select. The square to the left of the selection changes to green to indicate that it has been included.

c. Repeat Steps 5a and 5b for each additional region or network to include in the snapshot. To remove a data location from the snapshot, right-click it, and then click Un-Select.

7. At the bottom of the New Inventory Snapshot Task dialog box, click OK to save the settings.

Scheduling Configuration Restoration for E Series Network Elements

This topic describes how to manually execute an immediate or a scheduled task to restore backed up configuration files for selected E3/E5 and E7/E3-48C network elements. Please refer to Scheduling Calix Network Element Backups (on page 336) for information about how to back up these configuration files.

Note: Executing this procedure will cause the selected E series network elements to be disconnected.

To schedule a network restoration task

1. On the Navigation Tree, click CMS.

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2. In the Work Area, click System > Scheduled Tasks > Network Restore.

3. Click Create, and then click the network element type to open the New Snapshot Task dialog box.

4. In the Schedule Options area, do the following

To launch a one-time, immediate task, select the Immediate one-time execution.

To schedule a one-time task to begin at a later time, do the following:

Select the Schedule for later radio button. In date and time settings immediately below the radio button selection, do the following:

Type the date on which to begin the task, or double-click the calendar icon to open the Select Date dialog box and select the date.

In the hour and minute lists, click the time for the task to start.

5. In the Network Selection area, select the level(s) to restore the configuration files, as follows:

a. On the Network Selection tree, double-click a region or network group to view the region, network group, or nodes (not required when you are including all regions and networks).

b. Right-click over a region, network group, or node to include, and then click Select. The square to the left of the selection changes to green to indicate that it has been included.

c. Repeat Steps 5a and 5b for each additional region or network to include in the snapshot. To remove a data location from the snapshot, right-click it, and then click Un-Select.

6. In the Backup Server area, do the following:

a. In the FTP Server box, type the IP address of the FTP server to use. This is the FTP folder specified in the File Backup task, as described in Scheduling Calix Network Element Backups (on page 336).

b. Enter a Username and Password for accessing the server. Confirm the password.

c. In the Folder box, enter the folder where the backup configuration files are located.

7. In the File Selection area, select the name of the backup configuration file.

8. At the bottom of the Restore Task dialog box, click OK to save the settings.

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Managing Network and Device User Passwords This section describes the following:

Modifying the default B6 device user name, password, and SNMP community strings used for CMS connections

Modifying the default C7 network user name and password used for CMS connections

Modifying the password (and C7 user account) used by CMS to connect to an individual C7 network

Modifying the default E3/E5-100 user name and password

Modifying the default E-Series (E7, E5-48, E3-48C, E5-400, or E5-30x/520) user name and password

Modifying Default E-Series Platform Login and SNMP Settings You can change the default user name and password used to connect to E7, E5-48, E3-48C, E5-400, or E5-30x/520 nodes, as well as the default SNMP user name and password (for SNMPv3) or SNMP community string (for SNMPv2c). To change a device user name and password, you must modify them locally on the device.

WARNING! The default credential delivered with CMS should be changed on first installation to reduce security issues related to using factory default credentials on managed network elements.

Note: For E5-30x/E5-520 units, Calix strongly recommends that you change the default network login credentials. Failure to do so may cause auto-provisioning disablement.

Note: If the login user name or password does not match the user name or password, you cannot connect to the device from CMS.

Modifying a device user name or password or SNMP settings requires Full CMS Administration privileges.

To change a default user name, password, and SNMP settings

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > E7, E5-48, E3-48C, E5-400, or E5-30x/520.

3. Change the user name and password fields to match the new default values.

Note: User names and passwords are case-sensitive and must match the corresponding user name and password of the device.

4. Change the default SNMPv3 settings or SNMPv2c community string, as needed, to match the new default values.

5. Click Apply, and then click OK to save the new settings.

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Modifying the Default C7 Network User Name and Password You can change the default user name and password used to connect to a C7 network. The default C7 administrative user name and password are used until you assign a different network user name and password.

WARNING! The default credential delivered with CMS should be changed on first installation to reduce security issues related to using factory default credentials on managed network elements.

User names and passwords have the following restrictions:

User names are case-sensitive strings of 4 to 10 alphanumeric characters.

User account passwords are case-sensitive. The required password length and minimum number of numeric and special characters are determined by the C7 network security settings (set at the network level under Security > Global). Special characters are as follows: @#$%{}!_?

Note: If you change the default C7 network user name and password, you must disconnect and reconnect C7 networks for the updating login settings to take effect. For instructions, refer to the procedure, "To update C7 network connections with a new default C7 user name and password," below.

Tip: If all or most of the C7 networks connected to CMS have RADIUS enabled, set the default C7 user name and password to match the settings used.

Changing the default user name and password requires Full CMS Administration privileges.

To change the default C7 user name and password

1. On the Navigation Tree, click CMS.

2. In the Work Area, click the System > C7.

3. Under Default C7 Login, do the following:

a. In the User Name box, type a default user name.

b. In the Password box, type a default password.

Note: The default user name and password must match those of an existing user account on the C7 network to connect to the network.

4. Click Apply, and then click OK to save the new settings.

To update C7 network connections with a new default user name and password

1. In the Navigation Tree, select the root region.

2. In the Work Area, click Network Details > C7 to view all C7 networks.

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3. In the C7 network list, select the C7 networks you are updating, as follows:

Select the first network and then use Shift+click on the last network to select a range of networks, or use Ctrl+click to select one network at a time.

4. In the Work Area, view the AUTOCONNECT column to determine which networks are configured to automatically connect to CMS.

Tip: When the AUTOCONNECT setting is Y, it can take up to 30 minutes before the network reconnects to CMS. To minimize the disconnection time, disable the AUTOCONNECT parameter before continuing (in Step 6 you will change it back).

To disable the network AUTOCONNECT feature, in the edit row, under the AutoConnect column, select N. In the button menu, click Apply.

5. In the button menu at the top of the Work Area, click Action > Disconnect.

Note: You cannot perform Step 6 for networks that have the AUTOCONNECT parameter set to Y (Yes). If you have any such networks selected, you must de-select them before continuing.

6. In the button menu, click Action > Connect.

7. If you disabled the AUTOCONNECT feature in Step 4, change the setting back to Y. In the edit row, under the AutoConnect column, select Y. In the button menu, click Apply.

Modifying C7 Network and C7 User Passwords Use the following procedures to change the password used to connect to an individual C7 network and change the corresponding user account in the C7 network.

Note: If the CMS network password does not match the C7 user account password, you cannot connect to the network from CMS.

Note: If a custom C7 network password is not used, the default C7 security settings (on page 350) will be used by CMS to access the network.

The following procedure assumes that you are currently connected to the C7 network and are working in CMS. If the network is disconnected from CMS, you can change the user account password by logging in to the network locally using the C7 iMS or TL1.

Changing a C7 network password or C7 user password requires Full CMS Administration privileges.

To change a network password

1. On the Navigation Tree, click the region or network group.

2. In the Work Area, click Network Details > C7.

3. In the network list, click a network.

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4. Click Action > Change Password.

5. In the Change Network Password dialog box, type, and then retype, the new password.

Note: CMS network passwords are case-sensitive and must match the corresponding password of a C7 network user.

6. Click OK.

To change a C7 user account password

1. On the Navigation Tree, click the C7 network.

2. In the Work Area, click the Security tab.

3. In the user account list, click the USERID to modify.

4. Click Action, and then click Change Password > Others.

5. In the Change User Password dialog box, type, and then retype, the new password.

Note: User account passwords are case-sensitive. The required password length and minimum number of numeric and special characters are determined by the C7 network security settings (set at the network level under Security > Global). Special characters are as follows: @#$%{}!_?

6. Click OK.

Modifying the Default B6 Settings You can change the default user name and password used to connect to B6 cards via the EWI or CLI, the default SNMP read and write community strings. You may also change the web and CLI passwords and SNMP community strings for individual B6 cards.

WARNING! The default credential delivered with CMS should be changed on first installation to reduce security issues related to using factory default credentials on managed network elements.

Note: You must also modify these settings locally on the B6 cards. If the login user name or password does not match the user name or password, you cannot connect to the B6 card from CMS. Please refer to the B6 User Guide for information about how to change these values locally.

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Full CMS Administration privileges are required to modify these B6 settings .

To change the B6 default user name, password, SNMP settings and manifest file path

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > B6 > General.

3. Change the user name and password fields, as needed, to match the new default values.

Note: User names and passwords are case-sensitive and must match the corresponding user name and password of the device. The default B6 EWI password is razor123, and the default B6 CLI password is Occam.

4. Change the default community strings, as needed, to match the new default values.

Note: Settings are case-sensitive and must match the corresponding settings of the device. The default read community string is public, and the default write community string is private.

5. Type the location/path of the manifest file (used to update GPON ONT software). For more information, see Configuring an Automatic GPON ONT Image Upgrade (on page 215).

6. Click Apply, and then click OK to save the new settings.

To change password and SNMP settings on individual B6 cards

1. On the Navigation Tree, click a specific network group.

2. In the Work Area, click Network Details > B6.

3. Highlight a specific B6 card in the list and click Action.

4. Change the web (EWI) and CLI log in password fields for the web (EWI) and CLI, as needed, to match the new values on the B6 card. Click OK to save the new settings.

Note: Passwords are case-sensitive and must match the corresponding user name and password of the device.

5. Change the community strings, as needed, to match the new values on the B6 card. Click OK to save the new settings.

Modifying the Default E3/E5-100 Settings You can change the default user name and password used to connect to E3/E5-100 service units, as well as configure administrative settings. To change a device user name and password, you must modify them locally on the unit.

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WARNING! The default credential delivered with CMS should be changed on first installation to reduce security issues related to using factory default credentials on managed network elements.

Note: If the login user name or password does not match the user name or password, you cannot connect to the device from CMS.

Modifying an E3/E5-100 device user name or password requires Full CMS Administration privileges.

Parameters

You can provision the following global E3/E5-100 parameters:

Parameter Description Valid Options Default User Name and Password

User name and password settings are case-sensitive and must match a corresponding user name and password on the service unit.

Up to 250 characters admin‡ / 1234‡

Default SNMP Community Strings

Community string settings are case-sensitive. Up to 250 characters public‡

Default Read Only user name and password

Read Only user name and password settings are case-sensitive and should match a corresponding user name and password on the service unit with Low security privileges.

Up to 250 characters readonly‡ / r3ad0nly‡

Keep Port Enabled When Reset

This setting controls whether E3/E5-100 subscriber ports are disabled after all services are removed.

Y (disable after service removal) or N‡ (do not disable after service removal)

Stop VLAN Delete on the Fly

This setting controls whether E3/E5-100 VLAN are automatically deleted after all port memberships are removed. Note: Blocking VLANs from being deleted may be helpful for E3/E5-100 units that are configured in a daisy chain or ring arrangement, ensuring that tagged traffic continues to be routed when a unit in the chain or ring does not use a specific VLAN.

Y (do not delete VLANs after port memberships are removed) or N‡ (delete VLANs after port memberships are removed)

Auto Save Config for E3-48

This setting controls whether E3-48 units perform a local Config Save operation after provisioning changes are made from the CMS management interface or via the OSMINE-compliant TL1 agent. Note the following: If this setting is set to N, the system relies on the nightly CMS

system scheduled task and any manually-performed Config Save operations to save changes into non-volatile memory.

If this setting is set to Y, an hour after the CMS server starts, and every 5 minutes thereafter, the system checks for provisioning updates (SNMP SET messages) that have occurred in the past 5 minutes. When changes are detected, a Config Save operation is triggered on the local unit.

Y (perform a Save Config operation when provisioning changes are detected) or N‡ (do not perform a Save Config operation)

‡ Default value

To update E3/E5-100 global settings

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > E3/E5-100.

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3. In the Global E3/E5-100 Settings area, use the parameter table above as a reference to type or select the settings to change.

4. Click Apply, and then click OK to save the new settings.

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Postgres Database Maintenance For CMS servers using a Postgres database, without periodic maintenance, updates to the database can slow down database queries as new records are added and old records are not deleted.

To optimize database performance, CMS includes a database maintenance utility that removes unnecessary records and temporary data. By default, the utility runs nightly at 12:00 a.m. If required, you can change disable the utility, or schedule it to run at an interval of every 2, 4, 6, or 8 hours.

Modifying the database maintenance utility schedule requires Full CMS Administration privileges.

Note: Although the database maintenance utility is non-intrusive and runs in the background, it can slow query responses. Be sure to avoid running this utility concurrently with scheduled PM downloads and inventory snapshots.

To modify the Postgres database maintenance utility schedule

1. Open CMS Web (on page 38).

2. In the Module list on the left, click Administration > Db Services.

3. From the drop-down list, select the maintenance schedule.

4. Click Submit.

Avoid running the database maintenance utility during times of high database activity such as during a CMS upgrade or while creating or connecting to Calix network elements. If required, you can disable a scheduled database maintenance task to suspend the maintenance activity, and then re-enable the utility when system tasks have completed.

To disable the Postgres database maintenance utility

1. Open CMS Web (on page 38).

2. In the Module list on the left, click Administration > Db Services.

3. From the drop-down list, select Disabled.

4. Click Submit.

You can re-enable a disabled a scheduled database maintenance task.

To re-enable a disabled Postgres database maintenance task

1. Open CMS Web (on page 38).

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2. In the Module list on the left, click Administration > Db Services.

3. Click Reset.

Postgres Maintenance Log Files For CMS servers using a Postgres database, you can view the results of the Postgres database maintenance log file and delete unneeded log files.

To view the Postgres database maintenance log file

1. Open CMS Web (on page 38).

2. In the Module list on the left, click Administration > Db Services.

3. The Cron Job Status area in the upper right side of the screen shows the latest Postgres database maintenance log files. Click a file to view it.

To delete a Postgres database maintenance log file

1. Open CMS Web (on page 38).

2. In the Module list on the left, click Administration > Db Services.

3. In the Cron Job Status area in the upper right side of the screen, select one or more Postgres database maintenance log files to delete.

4. Click Delete.

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Exporting and Importing CMS and C7 Network Objects

Exporting CMS Objects With the Export feature in CMS, you can export a ZIP containing text files containing CMS objects.

CMS objects include CMS security and user settings, regions, Calix devices, recurring scheduled tasks (other than system scheduled tasks), global profiles and subscriber templates, data and video subscriber information, and other system settings.

Guidelines for exporting CMS database objects When upgrading CMS server software, Calix recommends using the automatic import feature

for servers supporting less than 500,000 subscriber lines. For servers supporting 500,000 or more subscribers, refer to the Calix Installation and Upgrade Guide for instructions on how to perform a full CMS installation after manually exporting CMS database objects.

After installing or upgrading CMS, a system scheduled task is created for CMS backups to begin at 1:00 a.m. on a daily recurring basis. If you can use a backup file from a CMS backup scheduled task, there is no need to perform a CMS database export.

For security purposes, store export files in a safe location. An export file is required to restore (import) the objects at a later time.

Do not use the CMS object export and import features to resolve a connection problem with a Calix network or node. In these cases, refer to the troubleshooting topics in the "Configuration Management" section under each Calix platform.

C7 data and video subscriber information is exported when either the C7 Data Subscriber Templates or the C7 Video Subscriber Templates CMS object is selected.

E3/E5-100 data and video subscriber information is exported when any of the E3/E5-100 data, video, and voice subscriber templates are included in the export.

Exporting CMS database objects requires Min (Minimum) CMS Administration privileges.

Scheduling backups of CMS objects

Using the backup feature, you can also schedule backups of CMS objects to occur at a pre-determined time on a one-time or a recurring basis.

To export CMS database objects

1. Open CMS Web (on page 38).

2. At the top of the page, click Site Map. In the Administration panel, click Export.

Alternatively, in the Module list on the left, click Administration > Export.

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3. On the Export Dialog page, the CMS Objects radio button is selected by default.

4. In the CMS Objects area, select the check boxes to the left of each object to export, or click the Select All check box to select all items.

Scroll to the bottom of the page, and in the Filename for Export box type a file name. Do not include the file extension or a path.

5. Click Submit to open the File Download dialog box.

6. In the File Download dialog box, do the following:

a. Click Save to open the Save As dialog box.

b. Navigate to the location on your PC or workstation, and then click Save to save the file.

Importing or Restoring CMS Objects With the Import feature in CMS, you can restore (import) CMS objects from a completed CMS database backup task or from data that were previously exported.

Notes: Do not import a CMS database from a higher CMS server software release to a lower

release.

When upgrading CMS server software, Calix recommends using the automatic import feature for servers supporting less than 500,000 subscriber lines. For servers supporting 500,000 or more subscribers, refer to the Calix Installation and Upgrade Guide for instructions on how to perform a full CMS installation after manually exporting CMS database objects.

To import CMS objects from a completed CMS database backup, you must copy the backup file to your PC or workstation.

If you import a CMS database that is older than the current database, subscriber information for newer services may not display in the Services screen for ADSL and ONT ports.

For Calix network elements with the Auto Connect parameter set to Y (automatically attempt to reconnect), CMS attempts to establish a connection with the network when the import is complete. For large databases, Calix recommends temporarily setting the Auto Connect parameter to N before importing a CMS database, and after the import is complete, turning the Auto Connect parameter back on for the same devices. For instructions, see the specific device section in the "Configuration Management" chapter.

Importing CMS objects requires Full CMS Administration privileges.

Preparing to restore CMS data

Before restoring CMS data, Calix recommends that the CMS system administrator log out all current CMS Desktop user sessions.

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Before starting the restore procedure, locate the previously saved backup or export file. If needed, copy it to a folder on your PC or workstation. You need to know the file location in order to complete the import procedure.

If importing a database backup into a current running CMS instance, the current Global data will be overwritten based based on ID (or index). If there is extra provisioning within the database to be imported that does not currently exist on the current running database, that information will be add/appended to the Global provisioning. This applies to all Global data including allowed Users and User Permissions, as well as all items under the Profile Tab.

Note: Take careful note of the database that is being imported. If the database is from a completely different CMS instance, this could cause incorrect provisioning to be applied to the existing Global Profiles, and possibly service impairment.

To restore (import) CMS objects

1. Open CMS Web (on page 38).

2. At the top of the page, click Site Map. In the Administration panel, click Import.

Alternatively, in the Module list on the left, click Administration > Import.

On the Import Dialog page, the CMS Objects radio button is selected by default.

3. Click Browse to open the Choose File dialog box.

4. Navigate to the folder containing the data file and select it, and then click Open.

5. Click Submit.

Exporting and Importing C7 Network Objects Exporting C7 network objects and importing them to other networks is typically only used to copy a non-global profile.

With the Export feature in CMS, you can export a CSV or text file containing a set of profiles and templates from a single C7 network for backup purposes or for copying to other networks. Network objects do not include subscriber provisioning data. For information about provisioning data, see Performing Shelf Backups (on page 334).

Exporting and importing C7 network data requires Min (Minimum) CMS Administration privileges.

To export C7 network database objects

1. Open CMS Web (on page 38).

2. At the top of the page, click Site Map. In the Administration pane, click Export.

Alternatively, in the Module list on the left, click Administration > Export.

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3. On the Export Dialog page, to the right of Object Types, click Network Objects.

4. In the Network Name list, select a network.

5. In the Network Objects area, select the check boxes to the left of each object to export, or click Select All.

6. Save the export file:

a. Click Csv or Txt to specify the file format.

b. In the Filename for Export box, type a file name, including the file name extension (.csv or .txt). Do not include a path.

c. Click Submit to open the File Download dialog box. Save the file to a location on your PC or workstation.

You can copy previously exported C7 network templates and profiles to selected C7 networks that are connected to CMS. Before starting the copy procedure, you must have the previously-saved export file on your PC or workstation.

To copy C7 network data

1. Open CMS Web (on page 38).

2. At the top of the page, click Site Map. In the Administration pane, click Import.

Alternatively, in the Module list on the left, click Administration > Import.

3. To the right of Object Types, click Network Objects.

4. In the Network Name list, click one or more networks. Use Ctrl+click to select one network at a time, or Shift+click to select a range of networks.

5. Click Browse to open the Choose File dialog box. Navigate to the folder containing the data file and select it. Click Open, and then click Submit.

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Querying Administrative Logs You can query historical information in the following logs:

Fault Logs: Alarms, events, and threshold events for CMS and Calix network elements.

Device Change Log: Create, modify, and delete events for Calix C7 networks and Calix E3-48C/E7 platforms.

CMS Update Log: Create, modify, and delete events for CMS objects (regions, networks, users, and security defaults)

Security Log: CMS Desktop user login and logout events

Alternatively, for C7 networks, you can use a UNIX script to generate a file of log query results. For more information, see the Calix Management System (CMS) Installation and Upgrade Guide.

Example Log query report

The example below shows log query results in HTML format. The log type (in this example, CMS Update Log), start time, and end time for the query display in the report header.

You can navigate HTML results by clicking the first, prev, next, and last links above the table.

Note: If a query takes over 20 seconds to process, page entries that have been processed up to that point display on screen while the system continues processing the remainder of the query.

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Archived log data

The CMS system administrator sets the number of days CMS saves archived log data. For more information, see Setting the Archive Days for Logs and PM Data (on page 289).

Querying Filters for Administrative Logs Logs that are archived on your CMS server can contain thousands of entries. Use query filters to generate a report of the log entries you need.

Some log filters have system-determined values. You can select the value for the query (for example, query for all delete changes on the CMS Update Log). Other filters have values that are variable. For these values you can specify a match criterion (for example, query the Security Log for all entries for the User ID DSmith).

Common filters

For all logs, you can query using one or more of the following filters:

Start and End Times: Specify the date and time range for the log report.

Network Name or CMS: Type all or part of a network name to return network alarms, events, or entries, or type CMS to specify CMS alarms, events, or entries.

Node System ID: Type all or part of a node name (SID).

AID: Type all or part of an Access Identifier (AID).

Advanced filters

The following table shows the minimum permission level and Advanced filters available for each log:

Log Type Permission Advanced Filters

Device Change Log (C7 and E3-48C/E7 only)

Min. CMS Administration

Change Type: Delete, Create, or Modify Facility: Type all or part of a facility type, for example ADSL MSAID: Type all or part of an Access Identifier (AID) used for the management (AMP) slot through which the user was connected to a C7 network User ID: Type all or part of a C7 network user ID

CMS Update Log

Min. CMS Administration

Change Type: Delete, Create, or Modify C7 Time: Time stamp of log event on C7 network MSAID: Type all or part of an Access Identifier (AID) used for the management (AMP) slot through which the user is connected to a C7 network User ID: Type all or part of a CMS user ID

Security Log Min. CMS Administration

Event: Choose from the list of possible event types Description, Facility, Message Data, and Security ID: Type all or part of the filter criterion

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Generating Log Reports

To generate a log report

1. Open CMS Web (on page 38).

2. In the Module list on the left, click one of the following.

Fault > Alarm Log, Event Log, or Threshold Event Log

Administration > Device Change Log or CMS Update Log

Security (for the Security Log)

Alternatively, you can open an administration log query from the Site Map link at the top of the page. Under the Administration pane, click the report.

A page opens where you set the filter criteria, sort criteria, and report parameters.

Optionally, set one or more of the report parameters described in Steps 3 through 6.

3. By default, the date and time 24 hours ago appear in the Start Time box and the current date and time appear in the End Time box. To change a date and time, do the following:

a. Click the calendar icon to the right of the box.

b. In the Select Date and Time dialog box, scroll to the month.

c. In the Time box, type the time using the format HH:MM:SS. For example, to specify 2:00 p.m., type 14:00:00.

d. Click the date. The dialog box closes and the date and time you specified appear in the Start Time or End Time box.

Alternatively, set the date and time by typing directly in the Start Time and End Time boxes using the format MM/DD/YYYY HH:MM:SS, for example, 09/09/2013 13:55:00.

4. Specify one or more available filter criteria:

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a. In the list to the right of a filter, select a filter value or a match option.

b. For filters with match options, click a filter value or type a text string to define the filter. For text strings, optionally select the Case Sensitive check box to only return results matching the case you used. For example, to query for all events in nodes with an AID of N1, set the AID match list to Equals and in the box, type n1 (N1 with the Case Sensitive check box selected).

5. (Optional) Change the default sort by specifying one or more sort criteria.

Note: By default, log entries sort by time.

a. In the Column Name list, click the criterion to use as the primary sort.

b. In the Sort Order list, click Ascending or Descending to specify the sort order.

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To display a secondary sort criterion, click More, and then repeat this step for the additional criterion.

6. (Optional) Under Report Parameters, you have these report options:

Accept the default settings to display the search report on screen in HTML format with 50 lines or row per page.

Save the file in CSV format by clicking CSV.

Tip: You can generate a CSV report after generating the HTML log report (in Step 7), however, if you anticipate the search report to be large, using the option here eliminates the processing required to generate the HTML report.

Change the number of lines per HTML page (or the number of lines to include in the CSV file). Type a different number in the Lines Per Page box. For numbers over 999, do not use a comma as a thousands separator.

7. At the bottom of the screen, do one of the following:

Use advanced search options (on page 100) to customize the columns displayed in the report and the sort order, as well as set further filter criteria, by clicking Advanced.

At the bottom of the Web page or screen, click Submit. The search report displays on screen, or if you selected CSV format in Step 6, the Downloading dialog box opens with options to open the search report directly in your default spreadsheet application or save the file open to a location on your PC or workstation.

Clear the Search screen of all search criteria by clicking Reset.

8. In the report screen, you have several options:

When the number of returned items exceeds the Lines Per Page set in Step 6, use the Next, Last, First, and Prev hyperlinks to scroll through the search report.

Hover the mouse pointer over a column header to open a pop-up window with description of the column contents.

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Above the report buttons, click Back to return to the Search screen and modify the criteria.

Save the results displayed on the current screen in CSV format. Above the report results, click CSV Export. The Downloading dialog box opens with options to open the search results directly in your default spreadsheet application, or save the file open to a location on your PC or workstation.

Click Advanced to use advanced search options (on page 100) to customize the columns displayed in the report and the sort order, or set further filter criteria.

Print the log query results using the print commands in your browser or spreadsheet application.

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Setting the Archive Days for Logs and PM Data CMS archives and deletes PM and log data on a regular basis. Deleted data is purged at midnight. The table below shows the default schedule for archiving and deleting data:

Data Archive Delete

15-Minute PM 7 14

1-Day PM 30 90

Logs N/A 7

Log Events N/A 2

For PM data, the Archive settings determine the size of the archived database tables on the CMS server. The CMS system uses archived database tables to divide PM data into more than one table and thereby optimize the processing of database queries. For example, using the default 1-day PM data settings, every 30 days, the set of 1-day PM data for the past 30 days is archived into a separate database table. Every 90 days, the oldest of the archived database tables is deleted.

Note: As shown in the table of default archive and deletion values, the delete interval for PM data should be a multiple of the archive interval.

Modifying archive data settings requires Full CMS Administration privileges.

To set the archival days for historical performance data

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > System Settings.

3. In the Database Archive Options area, do one or more of the following:

a. For log archives, type the number of days after which to delete logs and event logs.

b. For Performance Monitoring archives, type the number of days after which to delete and archive 1-day and 15-minutes bins.

4. Click Apply, and then click OK to save the new settings.

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Synchronizing Network Alarms and Time

Alarm Synchronization CMS synchronizes standing alarms with connected network elements every 60 minutes. On occasion, you may need to manually synchronize, or re-load, standing alarms for specific networks or nodes if you encounter abnormal behavior, such as an alarm that does not clear from the Alarm Table. Alarm synchronization takes 10 to 15 seconds per network or node.

For more information on the synchronization of F5 nodes, see Synchronizing F5 Databases.

Synchronizing alarms requires Full CMS Administration privileges.

To synchronize network or node alarms

1. On the Navigation Tree, click the region to resynchronize.

2. In the Work Area, click Network Details, and then click the type of network or node.

3. In the network list, click the Connection State column heading to sort the networks, and then hold down the Ctrl key and click the connected networks to synchronize.

4. Click Action > Sync Alarms.

5. In the Confirmation dialog box, click OK.

6. When the synchronization completes, click OK.

Network Time Synchronization For C7 networks and E3/E5-100 nodes, you set the time zone when:

You create a C7 network (on page 186) or modify C7 network parameters (on page 188) in CMS.

You create an E3/E5-100 network (on page 219) or modify E3/E5-100 node parameters (on page 221) in CMS.

To optimize alarm and log synchronization, Calix strongly recommends that you use the default SYNCHRONIZETIME setting to synchronize the C7 network and E3/E5-100 node time to CMS system time on a daily basis.

CMS time represents the time on the CMS server. If necessary, you can change the default network time synchronization options based on your needs. Note the following:

Alarm and event times in the Alarm Table reflect CMS system time regardless of the network time synchronization setting.

The date and time captured in the CMS logs and Alarm Table represent CMS server time.

Note: You can view the node time for an alarm or event in the alarm and event logs and in the Alarm Detail dialog box. See Fault Management (on page 237).

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For C7 networks and E3/E5-100 nodes, the system automatically synchronizes the network time to CMS time in three cases:

1. When you create a network and set the Synchronize CMS Time to Network parameter to Y.

2. If you change the network time zone setting and set the SYNCHRONIZETIME parameter in the Network Details area to Y.

3. If the SYNCHRONIZETIME parameter in the Network Details area is set to N, and you change it to Y.

If the time stamps change for specific network alarms, you should manually synchronize the network time to CMS time.

Modifying the Default Synchronization Options CMS time represents the time on the CMS server. Note the following:

By default, CMS synchronizes C7 network time across all managed equipment once every 24 hours. You can change the default synchronization interval from every 24 hours to an interval between every 1 through 12 hours.

By default, CMS begins the synchronization based on the time the CMS server was first started. You can change the default base time used by the system to start synchronization.

Modifying synchronizing options requires Full CMS Administration privileges.

Note: You typically do not need to perform the procedure in this section.

To change the default network time synchronization options

1. On the Navigation Tree, click CMS.

2. In the Work Area, click System > System Settings.

3. In the Synchronize Network Time Every list in the Network Time Sync Options section, select the synchronization interval. Options are from 1 through 12 or 24 hours.

4. To set the base date and time used for starting the synchronization, in the Base Time field, do the following:

Click in the field to open the Edit Base Time dialog box.

Click the calendar icon and select a date, and then click OK.

In the hour, minute and second lists, select the time to start.

Click OK to save the settings.

5. Click Apply, and then click OK to save the new settings.

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Manually Synchronizing Network Time If the time stamps change for specific C7 network alarms, manually synchronize the network time to CMS time.

Manually synchronizing C7 network time to CMS time requires Full CMS Administration privileges.

Note: You typically do not need to perform the procedure in this section.

To manually synchronize C7 network time

1. On the Navigation Tree, click the region to synchronize.

2. In the Work Area, click Network Details > C7 Networks.

3. In the network list, click the Connection State column heading to sort the networks, and then hold down the Ctrl key and click the connected networks to synchronize.

4. Click Action > Sync To CMS Time.

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Chapter 9

Troubleshooting and Reference

This chapter includes the following information:

Descriptions of and troubleshooting steps for CMS-specific (non-network) alarms.

A procedure for configuring CMS Desktop to continually ping the CMS server to make sure the server is still available.

Tips for optimizing CMS performance when scheduling PM downloads, inventory snapshots, and C7 database backups.

UNIX Linux scripts for rebooting the CMS server, enabling an automatic reboot of the CMS server, performing PM and log queries, backing up and restoring node aliases, and exporting CMS and C7 network objects.

CMS system configuration settings that can be changed by contacting technical support.

Information about future Calix C7 platform release support.

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Troubleshooting CMS Alarms This section includes information to help you troubleshoot each CMS alarm.

Alarm Description Troubleshooting

AE ONT Dropped (critical)

The AE ONT cannot be reached by an SNMP ping (performed by CMS every 10 minutes).

When an AE ONT registration trap (sent every 10 minutes) is received by CMS, CMS sends an SNMP ping to the AE ONT. If the AE ONT is reached, the connection state gets updated and the alarm clears.

Archiver Process Down (major)

The Archiver process in the WebServer process has stopped.

To restart the WebServer process, stop and restart the CMS server using these UNIX commands: shutdown.sh and startup.sh

BSeriesMgr Process Down (major)

B-Series Manager process is down.

Restart the BSeriesManager process. For more information, see CMS Server Processes (on page 379).

CMS DB DOWN (CMS Database Down) (critical)

Changes cannot be written to the database.

For a Postgres database: Stop and restart the postgres process using these UNIX commands: stoppostgres.sh and startpostgres.sh

For an Oracle database: Ask your Oracle administrator to restart the database.

CMS JMS DOWN (CMS JMS Server Down) (critical)

The Java Messaging Services server is down.

Stop and restart the CMS server using these UNIX commands: shutdown.sh and startup.sh

CMS Log Down (critical)

Alarms or events are not being written to CMS logs.

To restart the WebServer process, stop and restart the CMS server using these UNIX commands: shutdown.sh and startup.sh

Cut-Through Proxy Process Down (major)

Cut-through process is not operating.

Stop and restart the CutThrough process. For more information, see CMS Server Processes (on page 379).

Database Backup TaskFailed (critical)

An error has occurred during the execution of a scheduled CMS database backup task.

This alarm clears once the subsequent CMS database backup task succeeds. If the subsequent task also fails, the previous alarm clears and a new alarm is raised with the task ID.

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Alarm Description Troubleshooting

Note: The alarm ID indicates the scheduled task JOB ID. The scheduled task displays in the CMS Desktop Scheduled Task list with a Failed status and the Job ID’s Detailed Status window contains an error message. The exported backup file is saved with the file name suffix .error.

To minimize the likelihood of this failure, schedule the database backup task to run during off-peak hours, and while no other tasks are running. Calix recommends using the default daily task created by CMS, which runs at 1 AM every day. If failures occur after following these recommendations, contact TAC for assistance.

DeviceBackup TaskFailed (Minor)

An error occurred during a scheduled network or device backup task.

Determine the scope of the failure (in CMS Desktop, navigate to the Detailed Status window to view the scheduled task; see Viewing Scheduled Tasks (on page 325).)

See also Troubleshooting a Failed C7 Scheduled Network Backup (on page 341)

Note: For a recurring backup task, the alarm automatically clears when the next task starts. For a non-recurring backup task, you can manually clear the alarm (in the Alarm Table, right-click over the alarm row and click Clear).

Disk Almost Full (major)

Used CMS server disk space has reached 90% of capacity. Failure to address the issue may result in slow system performance or critical alarm.

Free up CMS server disk space by deleting unnecessary performance monitoring files, database backups, alarm and event logs, and inventory reports.

Disk Full (critical)

Used CMS server disk space has reached 99% of capacity. Failure to address the issue may

Free up CMS server disk space by deleting unnecessary performance monitoring files, database backups, alarm and event logs, and inventory

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Alarm Description Troubleshooting

result in server shut down.

reports.

Duplicate SID (major)

Duplicate System IDs for C7 network nodes exist in CMS.

Disconnect one of the networks with a duplicate System Identifier (SID), change the SID in C7 iMS or in TL1 using the ED-NODE command, and then reconnect the network to CMS.

MIC Mismatch (major)

The provisioning on the alarmed AE ONT is out of sync with CMS. The AE ONT may not connected to or may have lost communication with CMS following a Save Configuration action on the AE ONT.

After troubleshooting the AE ONT connection status with CMS, perform a Save Configuration action, and then reset the AE ONT.

NTWK DROPPED (Network Dropped) (critical)

(For a C7 network) The CMS connection to the network has been dropped.

Troubleshooting a C7 Network Connection (on page 190)

(For an E-Series node) The node cannot be reached.

Troubleshooting an E3 or E5-100 Connection (on page 222)

Troubleshooting an E Series System Connection (on page 129)

No RADIUS Server (major)

Primary and secondary RADIUS servers do not respond.

See Troubleshooting RADIUS (on page 382).

ONT Model Mismatch (minor)

The ONT profile assigned to an AE ONT does not match the ONT hardware.

In CMS Desktop, delete the AE ONT, and then do one of the following: 1) Re-create the AE ONT using an ONT profile that is compatible with the ONT model; or 2) Wait for the AE ONT to be auto-discovered in CMS.

PM Process Down (major)

The Performance Monitoring (PM) process within the

To restart the WebServer process, stop and restart the CMS server using these UNIX commands: shutdown.sh

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Alarm Description Troubleshooting

WebServer process is not operating.

and startup.sh

RADIUS Server Fail (minor)

Primary RADIUS server times out.

See Troubleshooting RADIUS (on page 382).

Registration trap processing disabled (minor)

The AE ONT Registration Trap Processing feature is not turned on.

Select the check box to enable registration trap processing in the AE ONT Settings screen. For instructions, see Configuring AE ONT System Settings (on page 168).

SBCM Process Down (major)

The Southbound Connection Manager process is not operating.

Stop and restart the SbcmProcess process. For instructions, see CMS Server Processes (on page 379).

SNMP Manager Process Down

The process that handles E7 OS system alarm reporting has stopped.

Stop and restart the CMS application on the host server.

If the problem persists, contact Calix TAC for assistance.

SSHD Process Down (major)

The SSH server is down.

Stop and restart SSHD. For instructions, see CMS Server Processes (on page 379).

TrapReg Failed (major)

B-Series or E-Series node SNMP traps sent to the CMS server are unsuccessful.

See Troubleshooting a TrapRegFailed Alarm (on page 130).

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Network Element Alarms CMS provides help for troubleshooting the most common alarms generated by CMS and Calix network elements. The alarm help displays the alarm error code, description, and recommended corrective actions.

To display help for an alarm

1. In the Alarm Table, select the alarm.

2. Click Details.

The Alarm Details window opens with details of the equipment causing the alarm, and the alarm Help.

3. (Optional) Add a trouble ticket number and notes in the User Notes field to record the status or other details. Click Apply, and then OK to save your changes.

See also For AE ONT alarms, see the Calix 700GX Active Ethernet ONT Troubleshooting and Maintenance

Guide and the Calix 2300 AE ONT Configuration Guide.

For C7 network alarms, see the Calix C7 Troubleshooting Guide.

For E-Series node alarms, see the platform-specific Calix user guide.

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CMS Server Processes You can view CMS server processes from CMS Web. The CMS Server Processes page displays the name of each CMS process, its current status, debug state, start time, Process ID, CPU usage percentage, and memory usage percentage. The following table lists and describes CMS processes:

Process Description

BSeriesManager B6 connection manager

C7TL1Agent C7 TL1 connection manager (Note: The OSMINE-compliant TL1 agent, when installed, is not listed in the CMS process list.)

JBoss CMS application server

Monitor Reserved for Calix TAC use (with customer permission) when viewing statistics relating to the health of the CMS server

Pinger F5 pinger

SbcmProcess C7 secure connection manager

SELT C7 SELT

SNMPAgent

SnmpManager F5 SNMP trap daemon

SSHD CMS SSH daemon

Synchd F5 synchronization daemon

WebServer CMS Web server (includes the archiver and datacollection processes for C7 PM and inventory data synchronization)

The CMS server requires the JBoss, WebServer, and SnmpManager processes to be running. To restart these processes, stop and restart the CMS server using the shutdown.sh and startup.sh UNIX commands. Other processes can be started and stopped from this page.

You can view the status of CMS server processes, as well as stop or start non-essential processes from CMS Web.

Viewing CMS server processes requires Min (Minimum) CMS Administration privileges. Starting or stopping CMS server processes requires Full CMS Administration privileges.

To view, start, or stop CMS server processes

1. Open CMS Web.

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2. In the Module list on the left, click Administration > Process List.

The current status of each process displays in the Status column.

3. To start or stop a non-essential process, in the process table row, click Start or Stop.

Troubleshooting the CMS Server Status When the CMS server does not respond, you can collect information on the server status for analysis by the CMS support team at Calix. Use the following procedure to generate a text file containing the server status information.

To complete this procedure, you must log in to the host server as the root user.

To generate a text file with CMS server status information

1. Log in to the server hosting CMS as the root user.

2. Navigate to the /bin folder on the directory where you installed the currently-running CMS version.

3. Run the serverStatus.sh command.

4. Transfer or copy the serverStatus.txt file to a local machine with e-mail capability. When you contact the Calix Technical Assistance Center (TAC) for support, you may be asked to send the file as an e-mail attachment.

Rebooting the CMS Server The CMS server installation includes scripts for shutting down and starting up the CMS server. The UNIX Administrator reboots the server.

To manually shut down and start up the CMS server

1. Log on to the server as the CMS system administrator.

2. Run the shutdown.sh script from the bin folder of the CMS installation directory.

3. Run the startup.sh script from the bin folder of the CMS installation directory.

Additional scripts are used to restart the CMS database, JMS, Log, and PM servers when these processes are down and CMS alarms are raised.

Shutting Down Java Processes When you shut down the CMS server, be sure that you close all Java, Postgres, and NIC processes. Running grep commands to identify these processes fails to identify any processes started by a user other than the one running the commands. Log in as the root user.

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To stop all CMS processes as the root user

1. Log into the CMS server as the root user.

2. Open telnet session to the server and navigate to the folder containing CMS files.

3. Navigate to ./bin.

4. Run:

./shutdown.sh

5. Run the following commands to verify that all processes have been stopped. There should be no output:

ps –ef|grep postgres

ps –ef|grep java

ps –ef|grep nic

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Troubleshooting RADIUS The RADSERVFAIL alarm indicates that a single RADIUS server fails in a redundant configuration. If both servers fail, the NORADSERVER alarm displays. For either of these alarms, perform the following troubleshooting procedures:

Try logging in again.

Verify the shared secret, IP address, UDP port, and connectivity to the server.

Have RADIUS server administrator stop and restart the RADIUS server.

Change the user authentication mode to local.

If authentication still fails, you can query a detailed failure message from the security log. For more information about security logs, see Generating Log Reports (on page 262) and the topic, "Performing Log Queries with a Script," in the Calix Management System (CMS) Installation and Upgrade Guide.

Verify that the attribute "Calix-CMS-User-Group" is configured for the user on the RADIUS server.

Verify that the value matches a user group name configured in CMS. See Viewing CMS User Groups (on page 75) for information about viewing user groups.

Calix also supports a third-party RADIUS test client to diagnose the CMS server RADIUS issues. Contact technical support for more information about third-party RADIUS test clients.

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Configuring a Keep-Alive Ping of the CMS Server You can configure CMS Desktop to continually ping the CMS server at a regular interval to verify that the server is available and to prevent the client session from timing out. The continuous ping, also known as a keep-alive ping, setting is specific to each CMS Desktop session, and stays in effect until changed or until CMS Desktop closes.

The keep-alive ping setting is an integer from 1 through 60 minutes. Any user can configure the keep-alive ping setting.

Note: The Session Timeout security setting takes precedence over the keep-alive ping setting. For more information, see Modifying the Default CMS Security Settings (on page 83). In the User Details Work Area, you can also set individual users to never time out. See Viewing and Editing CMS User Details (on page 78).

To configure a keep-alive ping

1. From the Preferences menu, click Ping Settings. The Ping Preferences dialog box opens.

2. Select or clear the Enable KeepAlive Ping check box as needed.

3. In the Ping Every ... Minutes text box, enter the number of minutes to ping the CMS server.

4. Click OK.

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Troubleshooting SSH You can manually shutdown, startup, and reset the SSH server with UNIX scripts included in the CMS server installation. When you modify SSH server settings, the SSH server must be reset without disconnecting the existing SSH client.

To shut down the SSH server

1. Telnet to the CMS server and log in.

2. Navigate to the CMS bin directory.

3. Execute the following command:

stopsshd.sh

To start up the SSH server

1. Telnet to the CMS server and log in.

2. Navigate to the CMS bin directory.

3. Execute the following command:

startsshd.sh

To restart the SSH server

1. Telnet to the CMS server and log in.

2. Navigate to the CMS bin directory.

3. Execute the following command:

resetsshd.sh

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CMS System Configuration Settings

Cross-platform subscriber port refresh frequency

Review the following system rules to understand how the CMS system refreshes subscriber port information for availability in subscriber searches:

For Calix network elements, subscriber information that is entered using the Services screen is stored directly on the CMS database and reflects the currently provisioned data.

For Calix C7 subscriber changes provisioned using TL1 or C7 iMS, the CMS database is updated via C7 database change events at the time the changes are made.

For all other Calixnetwork elements, subscriber information that is entered on the local device is uploaded to the CMS database during scheduled inventory snapshot tasks. By default, the CMS system refreshes the subscriber port information once a week (on Tuesday at 1:00 AM). Depending on your company needs, it may be beneficial to increase the refresh frequency, for example, to occur daily. To change the frequency, contact Calix Technical Support.

Important: After a CMS software server upgrade, the E-Series scheduled task frequency resets to the default schedule. You must reset a customized refresh schedule after each CMS upgrade.

Network element alarm audit frequency

By default, the CMS system synchronizes Calix network and node and third-party device alarms every 60 minutes to keep the Alarm Table up to date. To change the frequency, contact Calix technical support.

Important: After a CMS software server upgrade, the frequency resets to the default. You must reset a custom synchronization setting after each CMS upgrade.

Network auto-connect audit frequencies

CMS raises a Network Dropped alarm if the connection is lost to a Calix node (other than AE ONTs) or third-party device. By default, CMS attempts to reconnect to the device after 5 minutes. Another audit checks for any disconnected networks, nodes, and devices every 30 minutes, and if any are found, attempts to reconnect. These audits check for network, nodes, and devices that were in a connected state and for which the Auto-Connect parameter set to Y (Yes). The audits exclude networks, nodes, and devices that have been manually disconnected or for which the Auto-Connect parameter set to N (No). To change the frequency of the 5-minute or 30-minute audits, contact Calix technical support.

Important: After a CMS software server upgrade, the audit frequency resets to the default. You must reset a custom auto-connect audit frequency setting after each CMS upgrade.

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C7 network scheduled backup timeout

By default, 30 minutes is allowed for a scheduled C7 backup to complete. If after that time the backup has not completed, the task will fail. To increase or decrease the default number of minutes allowed for scheduled C7 backups, contact Calix technical support.

Incoming CMS server port numbers

CMS server software is shipped configured to use specific interface port numbers. For a list of the port numbers that can be changed, refer to the appendix, "CMS Server Ports" in the Calix Management System (CMS) Installation and Upgrade Guide. To change one of the configurable port numbers, contact Calix technical support.

Data download multithreading

The CMS server automatically performs parallel downloads of PM data from multiple C7 networks. When the CMS server is initially installed, data from up to 20 networks are downloaded concurrently during your scheduled task. To change the default number of networks that are multithreaded for PM download purposes, contact Calix technical support.

Important: After a CMS software server upgrade, the multithreading setting resets to the default. You must reset a custom setting after each CMS upgrade.

Oracle XML database HTTP port

For recommendations for installing an Oracle database on a standalone database server, review the CMS system requirements. If you install the Oracle database on the same server as the CMS server software, change the default XML database HTTP port to avoid a conflict between Oracle and CMS Web.

F5 Web session timeout

By default, the system times out the user from a F5 Web session after 30 minutes. You can change the timeout setting by editing the web.xml file to add a parameter for the number of minutes to use. Calix recommends not exceeding one day (1440 minutes).

CMS RG Management ACS URL string limitations

When provisioning the RG management for E3-48C/E5-48/E7/ONT, the ACS URL string entry cannot be over 63 characters long. If the entered ACS URL string is longer than the allowed 63 characters, any characters beyond the allowed 63 will be truncated.

For more information about the changing the default XML database HTTP port or F5 Web session timeout, see the Calix Management System (CMS) Installation and Upgrade Guide.

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Downloading CMS Logs CMS logs may be requested during the course of a customer support call. Use the following procedure to provide the CMS logs to assist Calix Technical Assistance Center (TAC) in troubleshooting problems.

This procedure creates a ZIP file containing the CMS logs. You may be asked to e-mail the ZIP file to Calix.

To download CMS logs

1. Open CMS Web (on page 38).

2. At the top of the page, click the Site Map link. In the Administration pane, click Download Server Logs.

Alternatively, in the Module list on the left, click Administration > Download Server Logs.

3. In the File Download dialog box, click Save to save the ZIP file to your local hard disk, or click Open to open the ZIP file on screen.

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Running Scripts You may be requested to use a built-in TL1 script functionality to assist Calix Technical Assistance Center (TAC) and engineering to troubleshoot problems and apply customer-specific fixes. Scripts are supplied during the course of a customer support call.

If Calix TAC requests that you run a script, you will receive a ZIP file containing the ASCII script file and a required MD5 hash file.

Note: The script uses the TL1 cut-through port 8199 on the CMS server.

To run a script

1. Save the .zip file supplied by Calix on your hard drive.

2. Open CMS Desktop, and click Tools > Troubleshooting > C7 Script.

3. In the Open dialog box, navigate to and select the ZIP file, and then click Open.

A Command Prompt window opens and the script runs on screen. When the script completes, if further action is required, you may be asked to copy the text from the open window and e-mail it to Calix TAC.

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Future Calix Platform Release Support Future versions of a Calix platform release (the software that runs on a Calix network or node) may become available before a CMS upgrade. To accommodate any overlap, you can do the following:

Connect locally to networks or nodes running the future platform release.

View network alarms and events (other than unsupported alarms) in the CMS Alarm Table.

For C7 networks and E-Series nodes, right-click a network or node in the Network Details Work Area to open a cut-through session to the network element.

You cannot do the following:

Perform network provisioning using CMS Desktop or (for C7 networks) using a CMS TL1 session.

Note: TL1 commands for retrieving C7 autonomous alarms and events are still enabled.

View network elements (such as nodes, shelves, and cards) in the Navigation Tree.

Display unsupported alarms from a network of a future release.

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Appendix A

Acronyms

The Calix documentation set uses the following acronyms:

ACL Access Control List

AID Access Identifier

BPON Broadband Passive Optical Network

CMS Calix Management System

CO Central Office

CPE Customer Premises Equipment

CSV Comma Separated Value

CUP Calix Upgrade Program

DSLAM Digital Subscriber Line Access Multiplexers

EMS Element Management System

EWI Embedded Web Interface

FCAPS Fault, Configuration, Accounting, Performance, and Security

FTP File Transfer Protocol

GbE Gigabit Ethernet

GPON Gigabit Passive Optical Network

GUI Graphical User Interface

HTTP HyperText Transfer Protocol

HTTPS HyperText Transfer Protocol Secure

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iMS C7 integrated Management Software

JRE Java Runtime Environment

LDAP Lightweight Directory Access Protocol

MDU Multiple Dwelling Unit

NOC Network Operations Center

OAM&P Operation, Administration, Maintenance, and Provisioning

ONT Optical Network Terminal

OSS Operations Support System

PM Performance Monitoring

RADIUS Remote Authentication Dial-In Service

SFTP Secure File Transfer Protocol

SID System ID

SSH Secure SHell

TAC Technical Assistance Center

TID Target ID

VPN Virtual Private Network

VSA Vendor Specific Attribute

VTI Virtual Transport Interface