[FAQ] Clariti Manager RPRM Poly phone Provisioning guide

SteffenBaierUK
Polycom Employee & Community Manager

[FAQ] Clariti Manager RPRM Poly phone Provisioning guide

Hello all,

 

The objective of this short overview is to explain briefly how to set up a Poly Clariti Manager formally known as RealPresence ResourceManager 10.1 or later to support Poly Phone provisioning.

 

A great video detailing this can be found => here <=

 

Or from a Poly Employee Part 1, Part 2 and Part 3

 

NOTE: Please contact your Poly reseller or Poly Sales Engineer for a proof of concept and access to any ISO’s or OVA files or licenses required to set this up!

 

The Poly RPRM supports Hyper-V or VMware or a physical Dell server.

 

  1. Install the ISO or OVA on your virtual Environment. Once installed access the console to setup the RPRM Network Credentials
    RPRM_Provisioning_00.PNG
    The Username is: polycom
    The Password is: polycom

  2. Enter the network Credentials to match you environment and after this the RPRM will re-start

    RPRM_Provisioning_01_5.PNG
  3. Wait about 10 Minutes and then browse to the IP or FQDN of the RPRM

    RPRM_Provisioning_01.PNG
    The standard initial username is: admin
    The standard initial password is: Polycom12#$

    You will get prompted to change this to something more secure

  4. Initially, the admin user does not have the right to audit Poly phones so you either need to create a new user or add this to the admin user.

    Browse to User > Users and either select the admin user or create a new user.

    RPRM_Provisioning_02.PNG
    Now assign the Role of a Device Administrator to the user.

    RPRM_Provisioning_03.PNG

    You can also integrate RPRM into Active Directory but this is outside the scope of this FAQ.


  5. Any license would need to be added here:

    RPRM_Provisioning_09.PNG

  6. The next step would be to assign a site(s) in order to create separate sites to match the environment.

    RPRM_Provisioning_10.PNG

    The above expects a Site Name, a Description and a Location.

    In addition define the Subnet

    RPRM_Provisioning_11.PNG

    If this would not be defined the RPRM adds everything into the Internet / VPN


  7. The RPRM uses PlcmSpIp as the standard User Name and Password. This can be changed here:

    RPRM_Provisioning_13.PNG

  8. Usually after this initial setup you can either import new endpoints via Endpoint > Monitor View > More Import/Export Audio Phones and/or automatically add the phones whilst using a DHCP scope as shown => here <= in detail.

    The DHCP Option 66/160/161 FQDN or IP for the RPRM is 

    http://FQDN or IP Address/phoneservice/configfiles/

If the password was changed from the above standard PlcmSpIp the DHCP option can also include the new password.

 

http://domain\username:password@IP_Address_or_URLphoneservice/configfiles/

NOTE: If the password as an example contains an @ please replace this with %40 instead.

 

Example:

 

http://Username:%40123$@IP_Address or URL/phoneservice/configfiles/

The above would use @123$ as the password or the phone would interpret the @Symbol as the separator between the password and the IP Address or URL.

 

Note: In order to use HTTPS please add a certificate to the RPRM or disable Common Name Validation on the Phone end. Poly Phones out of the box automatically trust the Certificates listed in the Certificate Updates documents posted regularly => here <=. The phone could initially be provisioned via HTTP and then once it loads its configuration via the RPRM a certificate for HTTPS could be provisioned.

 

Option 1:

 

  • Importing all phones via a CSV File:

    RPRM_Provisioning_04.PNG

    The format of the CVS file is defined in the instructions which you can see above. You can in addition simply export a file and use this as a template.

    RPRM_Provisioning_29.PNG

    Devices can be imported and re-imported to change associated groups in bulk without changing other configurations.


    The advantage of this is all phones would already be setup with their registration details and utilize the DHCP Option.


Option 2:

 

  • Manually providing the RPRM details via the Phones Web Interface
    RPRM_Provisioning_05.PNG

 

Once the phone is connected to the RPRM provisioning Server the Web Interface or Admin Password for the Phone changes to 789.

This can be changed by browsing to Endpoint > Phone Management > Configuration Profile and copying the AdminPassword-ProvisioningDefault.

 

RPRM_Provisioning_22.PNG

 

This would then be required to be assigned to a Global Configuration within Endpoint > Phone Management > Profiles Deployment. 

 

Added phone(s) can now be found via Endpoint > Monitor View

 

RPRM_Provisioning_06.PNG

 

Selecting an individual phone:

 

RPRM_Provisioning_07.PNG

 

Will provide access and details to configuration used or log files:

 

RPRM_Provisioning_08.PNG

 

  • The actual configuration for the phone(s) is split into Global, Endoint Groups, Endpoint Models, Sites or Endpoints

    RPRM_Provisioning_12.PNG


  • Usually the Global section would only be used for a general common configuration like a password (as explained above) or a background Image.

  • Using the Endpoint Groups as an example we can add and Group certain Endpoints together. In the below example we used a VVX500

    RPRM_Provisioning_14.PNG

    We call this new group VVX500 Endpoint Group

    RPRM_Provisioning_16.PNG

    And we associate this:

    RPRM_Provisioning_17.PNGRPRM_Provisioning_18.PNG

    This results in a new group

    RPRM_Provisioning_19.PNG

  • Browsing to Endpoint > Phone Management > Configuration Profiles you can either create a new profile/configuration (blue) or modify an existing one (red) once it is selected

    RPRM_Provisioning_15.PNG

    Either create and define what this profile does or change the name provided if cloned

    RPRM_Provisioning_20.PNG

    The options for editing or changing this vary

    RPRM_Provisioning_21.PNG

    You can simply start typing/searching for a parameter(s)

    RPRM_Provisioning_23.PNG

    or paste from a previous XML file

    RPRM_Provisioning_24.PNG

Get or Set Configuration Parameters

 

Via Endpoint > Monitor View > More > Get/Set Parameters a device can be checked to what value a parameter has been set:

RPRM_Get_Set_Parameter_01.pngRPRM_Get_Set_Parameter_02.png

 

Using the above will store the value within the phones <PHONE_LOCAL section. This will appear as made locally on the phone as explained => here <=

 

Software Updates via RPRM

 

Via Endpoint > Phone Management > Upload Software Updates Software can be added.

 

RPRM_Provisioning_25.PNG

 

Usually, you would select the Poly hosted Server and create a new configuration profile based on the software version as this allows you to assign this to an existing or new configuration profile via Endpoint > Phone Management > Configuration Profiles

RPRM_Provisioning_26.PNG

 

Apply versus OK

 

Throughout the application you will see Apply and OK appear in regards to Configuration Profiles and Group Memberships.

 

RPRM_Provisioning_27.PNG Will save the changes and devices that are impacted of the changes will be notified at the next polling period for the affected devices.

 

RPRM_Provisioning_28.PNGWill Save the changes and immediately notify all devices that are reachable that there are changes that need to be applied immediately.A Pop-up notification is provided to confirm this action as it will generally always reboot the phone(s). Always be aware of your context when applying changes

 

Automatic Updates

 

As a factory default when provisioning a Poly phone from RPRM the Phone will check daily between 03:00 and 05:00 for any configuration changes.

 

In order to change this you would copy Provisioning-Polling-Daily-SpecificWindow within Endpoint > Phone Management > Configuration Profiles and change the time to suit your setup and then assign to a profile.

 

Endpoint Monitor – Device Status

 

RPRM_Provisioning_30.PNG

 

 

Troubleshooting Tools

 

Via Admin > Maintenance > Troubleshooting Utilities several Troubleshooting Options are available

 

RPRM_Provisioning_31.PNG

 

  • Restart > Restart the RPRM

  • Shutdown > Shut down the RPRM

  • Traces > This enables the user to start a Trace and store this in the System Log File. Please be aware that this is a Network capture as shown => here <=

    An example could be host <IP address> aka host 10.252.149.50 would show all traffic to and from the IP provided.

    Once a trace is stopped it can be found in Admin > Maintenance > System Log Files as a.pcap file

    RPRM_trace.png

  • Resource Manager System Logs > Get the full set of Resource Manager logs and any traces

  • Resource Manager System Report > Generate and download Resource Manager System Report.

  • Test Network Connection > Troubleshoot network issues using the traceroute and ping programs. This includes a PING or Traceroute

    RPRM_TestNetwork.png

  • View UC Management Log > View UC Management Log

    RPRM_realtimePhoneLogs.png

 

Advanced Functions – Global/Model/Site

 

RPRM_Provisioning_32.PNG

Reboot Phones – All phones within the selected scope will be rebooted as long as they are not isolated behind a NAT’d device.

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If official support is required please check how to phone or open a case here

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The title Poly Employee & Community Manager is a community setting and does not reflect my role. I am just a simple volunteer in the community like everybody else. All posts and words are my own & do not represent the views of Employer.

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⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓ SIGNATURE ⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓
Notice: This community forum is not an official Poly support resource, thus responses from Poly employees, partners, and customers alike are best-effort in attempts to share learned knowledge.
Please also ensure you always check the VoIP , Video Endpoint , Microsoft Voice , PSTN or other FAQ's in the different sections
3 REPLIES 3
SteffenBaierUK
Polycom Employee & Community Manager

Re: [FAQ] RPRM Polycom phone Provisioning guide

Gathering Logs in order to supply Poly Support:

 

Navigate to Endpoint > Monitor View and select an Endpoint and click on "View Details" 

 

RPRM_Configuration_01.png

 

As a result on the left side an overview of all the Device Details are listed and all files can be downloaded:

 

RPRM_Configuration_02.png

 

Or simply individual Log Files:

 

RPRM_Configuration_03.png

 

In addition the amount of log files and the individual size can be modified to cover a longer time period.

 

Endpoint > UC Management > UC Management Settings

 

RPRM_Configuration_04.png

 

  • Log File Rotation Size 512KB to 10240KB
  • Number of Retaining Files (per name): 0 - 10
  • Days to Retain Phone Files: 0 - 30
----------------

If official support is required please check how to phone or open a case here

----------------
The title Poly Employee & Community Manager is a community setting and does not reflect my role. I am just a simple volunteer in the community like everybody else. All posts and words are my own & do not represent the views of Employer.

----------------


⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓ SIGNATURE ⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓
Notice: This community forum is not an official Poly support resource, thus responses from Poly employees, partners, and customers alike are best-effort in attempts to share learned knowledge.
Please also ensure you always check the VoIP , Video Endpoint , Microsoft Voice , PSTN or other FAQ's in the different sections
Message 2 of 4
SteffenBaierUK
Polycom Employee & Community Manager

Re: [FAQ] RPRM Polycom phone Provisioning guide

Endpoint Monitoring and Alerts

 

Start out with setting the Alert > Alert Level Settings

 

RPRM_Alert_01.jpg

 

In the above example, we set the Heartbeat Timeout, to critical.

 

Set a new Remote Alert Profile

 

RPRM_Alert_02.png

 

and either enabled in General Info and set all Resource Manager alerts and send the trap assigned

 

RPRM_Alert_03.png

 

Or instead set this for VVX, SoundStation, SoundPoint and Trio again for Minor, Major and Critical in device type

 

RPRM_Alert_04.png

 

The next step is to assign this to a specific User > Users as an example:

 

RPRM_Alert_05.png

 

Ensure the relevant User has a valid Email address within General Info.

RPRM_Alert_06.png

 

and ensure to chose the Associated Alert Profile previously created

 

RPRM_Alert_07.png

 

The final step is to ensure the SMTP Server is set up correctly via Admin > Server Settings > E-mail:

 

RPRM_Alert_08.png

Note: The SMTP Mail Server must support to send emails without authentication!

 

Or set up SNMP via Admin > Server Settings > SNMP Settings instead:

RPRM_Alert_089png.png

More details can be found => here <=

----------------

If official support is required please check how to phone or open a case here

----------------
The title Poly Employee & Community Manager is a community setting and does not reflect my role. I am just a simple volunteer in the community like everybody else. All posts and words are my own & do not represent the views of Employer.

----------------


⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓ SIGNATURE ⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓
Notice: This community forum is not an official Poly support resource, thus responses from Poly employees, partners, and customers alike are best-effort in attempts to share learned knowledge.
Please also ensure you always check the VoIP , Video Endpoint , Microsoft Voice , PSTN or other FAQ's in the different sections
SteffenBaierUK
Polycom Employee & Community Manager

[FAQ] RPRM Polycom phone Provisioning guide

Using variables in parameters a bit similar to substitutions explained => here <=

 

Using the URL

 

 

 

http(s)://<FQDN_or_IP_Address>/ucservice

 

 

 

Instead of the “known” format:

 

 

 

http(s)://<FQDN_or_IP_Address>/phoneservice/configfiles/

 

 

 

 

enables to use for example the Device name using ${device_name}

SteffenBaierUK_0-1644228054815.png

A Phone Backup will show

 

 

 

SCEP.csr.commonName="CCX64167ff4eb30"

 

 

 

 

The above was added for Studio X and G7500 as follows

Automatic Provisioning with RealPresence Resource Manager

By default, the RealPresence Resource Manager system automatically provisions some system settings for you using a special configuration value (for example, voIpProt.SIP.userName=“${sip_alias}”).

 

The following parameters support automatic configuration values:

device.local.deviceName=“${device_name}”
dir.ldap.server.address=“${ldap_serveraddress}”
dir.ldap.baseDN=“${ldap_baseDN}”
dir.ldap.defaultGroupDN=“${ldap_defaultgroupDN}”
voIpProt.H323.name=“${h323_ID}”
voIpProt.H323.e164=“${h323_e164}”
voIpProt.SIP.userName=“${sip_alias}”

These parameters are provisioned by default, so you won’t see them in the profiles provided by the RealPresence Resource Manager system. You can overwrite these parameters with your own values (for example, voIpProt.SIP.userName=“meetingSpace”).

 

You also can automatically generate new values by resetting these parameters with a special configuration value (for example, voIpProt.H323.e164=“${h323_e164}”). However, you can’t rename existing endpoints by setting device.local.deviceName=“${device_name}” because that value is applied only to new endpoints.

 

For more information, see the >here< or >hereand see the Provisioning, Monitoring, and Upgrading UC Managed Video Endpoints section.

----------------

If official support is required please check how to phone or open a case here

----------------
The title Poly Employee & Community Manager is a community setting and does not reflect my role. I am just a simple volunteer in the community like everybody else. All posts and words are my own & do not represent the views of Employer.

----------------


⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓ SIGNATURE ⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓⇓
Notice: This community forum is not an official Poly support resource, thus responses from Poly employees, partners, and customers alike are best-effort in attempts to share learned knowledge.
Please also ensure you always check the VoIP , Video Endpoint , Microsoft Voice , PSTN or other FAQ's in the different sections
Message 4 of 4