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CMA 4000 to Video DualManager Migration

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Slide 1 - CMA 4000 to Video Dual Manager Migration

Polycom University CMA 4000 to Video DualManager Migration

Module Description

This module is intended for Polycom CMA 4000 system users and support personnel that plan to migrate an existing CMA 4000 system to the Polycom RealPresence Video DualManager 400 system. The training provides an overview of the CMA 4000 to Video DualManager migration process. A brief overview of the Video DualManager will be provided along with an introduction to the Resource Manager system application and the DMA 7000 system application.



Slide 2 - Introduction

Slide notes

Welcome to the CMA 4000 to Video DualManager Migration training. This module will cover four important topics:

Video DualManager Overview

Migration Process from the CMA 4000 to the Video DualManager

Getting Started with the Resource Manager

Getting Started with the DMA 7000



Slide 3 - Video DualManager Overview

Slide notes

The Polycom RealPresence Video DualManager system provides the power of two: Resource Manager and DMA 7000.

By design, both applications have a very similar look and feel to your CMA 4000 system. This will provide a very smooth transition for your administrators, operators and schedulers as they begin using the new applications.



Slide 4 - Video DualManager Overview

Slide notes

Migrating to the Video DualManager is a process that preserves your CMA 4000 database and removes the application from your physical server.

Two powerful RealPresence platform infrastructure products will then be installed onto your server : the Polycom RealPresence Resource Manager system and the Polycom DMA 7000 system

The Resource Manager will provide device management, conference scheduling and conference monitoring capabilities while the the DMA 7000 provides H.323 gatekeeper functionality



Slide 5 - Migration Process

Slide notes

There are several components to the migration process. You should receive a blank replacement hard drive for your CMA server and in a separate shipment, the installation DVD that contains the actual Resource Manager and DMA 7000 installation software. The final component is the Polycom CMA System Migration Guide, which must be downloaded from the Polycom Support Site. This document provides step-by step instructions and is the key to a successful migration.



Slide 6 - Migration Process

Slide notes

The migration process is covered in great detail in the migration guide and can be broken down into four basic steps:

1. Prepare to migrate the system

2. Create a CMA 4000 migration archive

3. Install new hard drive and migrate the system

4. Complete the migration



Slide 7 - 1-Prepare to Migrate

Slide notes

Preparing to migrate your system starts with completing the First Time Setup Worksheets for both the Resource Manager and DMA 7000 systems. These worksheets can be found in the Migration Guide and contain important configuration information that is necessary to complete the migration process. It is recommended that you assign your current CMA 4000 IP address to the Resource Manager and select a new static IP address for the DMA 7000 system.

The next step is to login to the CMA 4000 system and perform a backup of the CMA system configuration and databases. Next, the migration guide contains a list of compatible software versions for the CMA, which means you may be required to upgrade your CMA system software before proceeding.



Slide 8 - 2-Create a Migration Archive

Slide notes

Before beginning the second step in the process, it is important to note that there is a small subset of CMA data that is not captured in the migration archive This includes server certificates, endpoint software update packages and scheduled software updates, system log files and audit log files.

To ensure the migration archive will be in the proper format for the Video DualManager, you must download the appropriate migration patch from the Polycom support site and upgrade your system . The final step here is to create the migration archive and save it to your hard drive.



Slide 9 - 3-Install and Migrate

Slide notes

These next steps require physical access to your CMA 4000 server. Once a Shut Down has been performed from the CMA web GUI, you can remove the LAN cables from the rear of the server and attach a USB keyboard and monitor. The front bezel can be easily removed to provide access to front USB ports and the hard drives. From the Dell website you can download the Dell PowerEdge R610 Systems Hardware Owner's Manual, which contains instructions on how to remove and replace the hard drive.

The existing hard drive should be removed, labeled and stored in a cool, dry place. Insert the new blank hard drive into the CMA system and power on the server. Follow the instructions in the Migration Guide to configure the new hard drive and reboot using the included DVD disc. The Video DualManager image will be loaded onto the hard drive and the system will reboot.

Once the system is up and running, follow the migration guide steps to configure the network parameters for both the Resource Manager and DMA 7000 systems using the First Time Setup Worksheets you completed in step 1.

The final step here will be to migrate the CMA system database information onto the new Resource Manager system.



Slide 10 - 4-Completing Migration

Slide notes

Completing the migration process involves requesting new software licenses for both the Resource Manager and DMA 7000 from the Polycom Support Site. These licenses must then be installed on each system. Optionally, if your CMA 4000 had a server certificate installed, you will now need to request two server certificates from your Certificate of Authority, one for the Resource Manager and one for the DMA and then install these on each server.

You may also have to resubmit software update packages and reschedule software updates for your managed endpoints. If your organization requires H.323 gatekeeper functionality, it will be necessary to integrate the DMA 7000 and register devices to the new IP address of the DMA gatekeeper.



Slide 11 - Resource Manager and DMA Integration

Slide notes

As mentioned earlier, the Video DualManager provides the power of both the Resource Manager and the DMA 7000. Each of these powerful applications provides its own interface and maintains its own database. Integrating the Resource Manager with the DMA 7000 creates an automated flow of information between the two products. The Resource Manager maintains the network topology and provides an updated read-only copy to the DMA 7000. The Resource Manager can also provide the DMA with endpoint-user association information.

When devices register with the DMA gatekeeper, the DMA will send device information to the Resource Manager for device management operations.



Slide 12 - System Operations Guide

Slide notes

The Resource Manager System Operations Guide provides instructions on how to add or integrate the DMA along with additional information on Managing a DMA System. The most recent version of this document should be downloaded from the Polycom Support Site.



Slide 13 - DMA Integration Steps

Slide notes

A prerequisite step for the DMA integration is to ensure that DNS A records have been created for both the Resource Manager and DMA 7000 systems. This may require assistance from your network administrator.




Slide notes

From the DMA 7000 interface, you must ensure that the DMA administrative user account that will be used for the integration has been assigned the Gold class of service, as shown here in the Edit user dialog box.




Slide notes

From the Resource Manager interface you must ensure the administrative user account you will be using has been assigned the Device Administrator role. After assigning this new role, you must log out and log back in for this new role assignment to be applied.




Slide notes

To perform the actual DMA integration, simply navigate to Network Device > DMA and take the action to Add the DMA.




Slide notes

Shown here is a completed dialog box for a DMA integration with DMA West. This name is simply a display name that will appear in the Resource Manager and does not need to match the actual DMA system name. Notice the IP Address / Host field has been completed with the Fully Qualified Domain Name of the DMA system. This name must match exactly to both the DMA system name and the DNS A record you created earlier. Another option here is to enter the IP address of the DMA 7000 system instead.

The port number will always be 8443 and the DMA admin username and password have been entered in the fields below. Because the DMA will be used as an H.323 gatekeeper, the Call Server box is checked. DMA Conference Manager functionality allows the Resource Manager to use DMA Pooled MCU resources during conference scheduling. This requires additional configuration on the DMA system that has not yet been done at this point in your integration, so this box must remain unchecked.



Slide 18 - Register Devices

Slide notes

The last steps in the migration process ensure all of your H.323 devices are registered to the DMA 7000 system, which has a new IP address. This includes dynamically managed endpoints, such as the CMA Desktop, RealPresence Desktop, RealPresence Mobile, HDX and Group Series endpoints. Non-dynamically managed or traditional endpoints must also register to the DMA 7000 and network devices such as the RMX and RSS recording and streaming server must also have their configurations modified to point to the new H.323 gatekeeper.



Slide 19 – Dynamic Provisioning

Slide notes

If your organization supports dynamically managed endpoints that need to register to an H.323 gatekeeper, you must modify the Resource Manager Network Provisioning Profile to point these devices to the DMA system. The Resource Manager Network Provisioning Profile provides similar information to dynamically managed endpoints that was previously provided by your CMA 4000 Site Provisioning Profiles.

To modify this setting, access the Resource Manager interface, navigate to Endpoint > Dynamic Management > Provisioning Profiles and highlight the Default Network Provisioning Profile. Take the action to Edit Default and navigate to H.323 Settings. On this page, ensure the Enable IP H.323 box is checked and enter the IP address of your DMA 7000 system in the Gatekeeper Address box. Click OK to save the Default Network Provisioning Profile. This default profile will apply to all endpoints until configured differently.



Slide 20 – Non-dynamically Managed Endpoints

Slide notes

All of your non-dynamically managed or traditional endpoints must also now use the DMA 7000 as their H.323 gatekeeper. The Resource Manager's Scheduled Provisioning function can be used to automate this process and push out the new gatekeeper IP address. Shown here is a Resource Manager User Group Provisioning profile that can be used to provision the new DMA gatekeeper IP address.

Your system administrator can then use the Resource Manager to provision the endpoints immediately or in a scheduled fashion. You may also choose to manually update each endpoint with the new DMA gatekeeper IP address.



Slide 21 - Register Devices

Slide notes

Network devices, such as the Polycom RMX Video Collaboration Server and RSS Recording and Streaming Server will also require configuration changes to register to the new DMA 7000 gatekeeper.



Slide 22 - Getting Started with Resource Manager

Slide notes

The Resource Manager system application has a very similar look and feel to the CMA 4000 system you are leaving behind. Initial login and navigation works in exactly the same fashion as your CMA system. The main system dashboard provides the same overall monitoring of the system and devices, including the DMA 7000. You can add, remove and rearrange panes just as you did before.




Slide notes

Device Management should also be very familiar, as the Resource Manager employs the same layout and identical functionality to the CMA. The Endpoint Monitor View still provides a wealth of information about each of the endpoints managed by the Resource Manager. This list can be sorted and filtered in a variety of ways to enhance the administrator's effectiveness.




Slide notes

Conference scheduling and monitoring pages also have the same layout to the predecessor CMA 4000 system.




Slide notes

And, finally Network Topology is maintained in the Resource Manager just as it was in the CMA 4000. Shown here is the graphical site topology view, which is found by navigating to Network Topology > Site Topology.

The Resource Manager uses this topology in the dynamic provisioning of endpoints and when successfully integrated, the Resource Manager will provide this topology to the DMA 7000 gatekeeper.



Slide 26 - Getting Started with DMA

Slide notes

DMA Initial login, navigation and dashboard functionality all work just like the Resource Manager system application. The remainder of this presentation will focus on the H.323 gatekeeper functionality of the DMA Call Server. Information on additional features of the DMA Call Server, including SIP and Gateway capabilities along with the Conference Manager functionality of the DMA can be found in the DMA Operations Guide and other Polycom courses.




Slide notes

As mentioned earlier, the network site topology is maintained in the Resource Manager system and a copy is made available to the DMA 7000. The site topology can be reviewed in the DMA by navigating to Network > Site Topology > Sites. The listing here shows three sites: US, Europe and the Internet / VPN. Notice the Actions on the left side of the screen contain only View and Site Information. There are no options to Add, Edit or Delete, as all modifications to the site topology must be made on the Resource Manager.




Slide notes

Your CMA Gatekeeper maintained a report called the Gatekeeper Message Log which contained gatekeeper messages for all H.323 calls. This was a large report that could be difficult to sift through when troubleshooting an H.323 call. The DMA takes a different approach and allows access to call history and gatekeeper messages directly from the Endpoint View.

Shown here is the endpoint listing in the DMA which can be found by navigating to Network > Endpoints. Be aware that the DMA endpoint listing has a very different purpose than the Resource Manager Endpoint View. Because the DMA Call Server is a Gatekeeper, this page shows details such as endpoint IP address, alias information, network site and registration status.




Slide notes

To examine today's call history for the East Room endpoint simply highlight the endpoint and take the action to View Call History.




Slide notes

The Call History report will be empty until you initiate a search using any combination of the fields at the top of the page. The date range will initially reflect today's date so a simple click on the Search button at the top right will quickly return a list of today's call history for this endpoint.




Slide notes

If we take a close look at this call report, we can see that the East Room endpoint was involved in four calls today, with the most recent call being an inbound call from Borseth-RPD or RealPresence Desktop device. To examine this particular call in more detail, take the action on the left side to Show Call Details.




Slide notes

The Call Details window has six distinct sections that you can see on the left side of the window: Call Info, Bandwidth, Call Events, Subscription Events, Property Changes and QoS. The actual details of the call and the gatekeeper messages can be found by selecting Call Events.




Slide notes

Here is a listing of the individual call events for the inbound call. The third line item shows that this call was dialed by alias 8901 and the gatekeeper translated that alias to the appropriate IP address of the East Room endpoint.

The next line item provides bandwidth limitation details for this call. Clicking on the Show Details button provides a detailed view of the bandwidth restrictions imposed by the DMA gatekeeper.




Slide notes

Because the calling endpoint was located in Europe and the East Room endpoint is in the US site, the DMA gatekeeper had to examine and enforce bandwidth restrictions in several different places.

As shown in the details here, this included the US site, European Link, the Internet/VPN, Europe site, US Link, and the subnet levels for both endpoints. The bottom portion of the screen shows that the most restrictive bit rate found was a maximum bit rate limit of 1024 kbps. The requested and final bit rate was 384 kbps.




Slide notes

That concludes our quick look at the DMA 7000 system application and gatekeeper operations. Additional information on the DMA 7000 system can be found in the DMA 7000 System Operations Guide.



Slide 36 - Thank You

Slide notes

Thank you for taking the time to watch this presentation on the CMA 4000 to Video DualManager migration. This material, including the script, may be downloaded from the course page.

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