readimanager se200 getting started guide -...

Polycom ReadiManager SE200

Getting Started Guide

Version 1.0.1

August 2006

PN: DOC2131B

Polycom ReadiManager SE200 Getting Started Guide

Copyright© 2006 Polycom, Inc. All rights reserved.

Polycom Headquarters: 4750 Willow Road, Pleasanton, CA 94588 (T) For North America only: 1.800.POLYCOM (765.9266) (T) For North America, Latin America and Caribbean +1.925.924.6000, (F) +1.925.924.6100

Polycom EMEA: 270 Bath Road, Slough, Berkshire SL1 4DX (T) +44 (0)1753 723000, (F) +44 (0)1753 723010

Polycom Asia Pacific: Polycom Hong Kong Ltd., Rm 1101 MassMutual Tower, 38 Gloucester Road, Wanchai, Hong Kong (T) +852.2861.3113, (F)+852.2866.8028

No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Polycom, Inc. Under the law, reproducing includes translating into another language or format.

As between parties, Polycom, Inc. retains title to and ownership of all proprietary rights with respect to the software contained within its products. The software is protected by United States copyright laws and international treaty provision. Therefore, you must treat the software like any other copyrighted material (e.g. a book or sound recording).

Other RestrictionsYou shall not and shall not allow any third party to 1) decompile, disassemble, or otherwise reverse engineer or attempt to reconstruct or discover any source code or underlying ideas or algorithms of the software by any means whatsoever or 2) remove any product.

Trademark InformationPolycom®, the Polycom logo design, ViaVideo®, ViewStation®, and SoundStation® are registered trademarks; ReadiManager™ SE200, Global Management System™, PathNavigator™, ReadiConvene™, iPower™, People+Content™, MGC™, WebCommander™, PVX™, QSX™, VSX™, and VTX™7000 are trademarks of Polycom, Inc. in the United States and various other countries. Microsoft® and Outlook® are registered trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners.

Patent InformationThe accompanying product is protected by one or more U.S. and foreign patents and patents pending held by Polycom, Inc.

WarrantySee Polycom End User License Agreement.

Note: Polycom believes that this document is accurate as of the date of its issuance. Polycom disclaims any obligation to update the information contained herein. You use the information in this document at your own risk, and Polycom will not be liable for errors or omissions in this document. Polycom does not warrant that the information contained in this document will meet your particular requirements or the requirements of any particular installation.

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Contents

About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vDocumentation Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–v

1 Setting up the Polycom ReadiManager SE200 System . . . . . . 1–1Inspecting the Package. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–1Verifying Package Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–2Specifying Required Materials and Equipment . . . . . . . . . . . . . . . . . . . . . 1–2Ensuring System Safety . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–2

Electrical Safety Precautions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–3Rack-Mount Safety Precautions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–3

Identifying System Connections and Controls. . . . . . . . . . . . . . . . . . . . . . 1–4Completing the First-Time Setup Worksheet . . . . . . . . . . . . . . . . . . . . . . . 1–5Setting up the System Through a Serial Port . . . . . . . . . . . . . . . . . . . . . . . 1–7Setting up the System Through the Internet. . . . . . . . . . . . . . . . . . . . . . . 1–12

Changing Computer Network Settings . . . . . . . . . . . . . . . . . . . . . . . . 1–12

2 Configuring ReadiManager SE200 . . . . . . . . . . . . . . . . . . . . . . 2–1Logging in the First Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–1Setting up the Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–5Setting up the LDAP Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–7Obtaining Software Licensing Information . . . . . . . . . . . . . . . . . . . . . . . . 2–9Completing the Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–10

Minimum Setup Tasks for a Point-to-Point Video Call . . . . . . . . . . . 2–10

3 System Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–1Electrical . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–1Physical. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–1Environmental. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–2Regulatory Compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–2


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Electromagnetic Emissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–2Electromagnetic Immunity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–2Safety . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–2

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About This Guide

This document, Polycom ReadiManager SE200 Getting Started Guide, provides the first-time setup information you need to install and configure Polycom ReadiManager SE200.

Documentation ResourcesIn addition to this guide, the available documentation that describes the Polycom ReadiManager SE200 system includes:

• Polycom ReadiManager SE200 Administrator’s Guide

• Polycom ReadiManager SE200 Operator’s Guide

• Polycom ReadiManager SE200 Outlook Scheduling Guide

• Polycom ReadiManager SE200 Web Scheduling Guide

• Polycom ReadiManager SE200 Upgrade Guide

Online help is also available. To access the help, click the question mark in the upper-right corner of the ReadiManager SE200 screen.


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1-1

1Setting up the Polycom ReadiManager SE200 System

The steps for setting up the ReadiManager SE200 system include:

• Inspecting the Package

• Verifying Package Content

• Specifying Required Materials and Equipment

• Ensuring System Safety

• Identifying System Connections and Controls

• Completing the First-Time Setup Worksheet

• Setting up the System Through a Serial Port

• Setting up the System Through the Internet

Inspecting the PackageInspect the shipping box for the system and record any damage. If the system has been damaged, file a claim with the delivery carrier.

Note: Polycom is not responsible for damage sustained during reshipment of this product.


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Verifying Package ContentThe package should include the following items:

• Polycom ReadiManager SE200 system

• Power cord

• Rack-mount brackets

• Serial cable

Specifying Required Materials and EquipmentThe materials and equipment required to set up the system include:

• Polycom ReadiManager SE200 system

• Completed First-Time Setup Worksheet

• Computer with a serial port

• Serial cable (already included)

Ensuring System Safety To ensure system safety, follow these guidelines:

• Keep the area around the Polycom ReadiManager SE200 system clean and uncluttered.

• The system weighs about 22.4 lbs (10.2 kg). To lift the system, two people (stationed one at each end) should lift slowly, with their feet spread apart to distribute the weight evenly. Always keep your back straight and lift with your legs.

Setting up the Polycom ReadiManager SE200 System

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Electrical Safety PrecautionsTo ensure electrical safety, follow these guidelines:

• Note the locations of the power on-off switch on the chassis and the room's emergency power-off switch, disconnection switch, or electrical outlet. If an electrical accident occurs, you can then shut off power quickly.

• Do not work alone when handling high-voltage components.

• Do not use mats designed to decrease static electrical discharge for protection from electrical shock. Use rubber mats that have been designed specifically as electrical insulators instead.

• The power supply power cords must include a grounding plug and be plugged into grounded electrical outlets.

Rack-Mount Safety PrecautionsTo ensure rack-mount safety, follow these guidelines:

• Determine a suitable location for the equipment rack that holds the system. The location should be a clean, dust-free, well-ventilated area that is near a grounded power outlet. Avoid areas where heat, electrical noise, and electromagnetic fields are generated.

• Ensure that the leveling jacks on the bottom of the rack are fully extended to the floor, so that the full weight of the rack is resting on them.

• In a single-rack installation, make sure stabilizers have been attached to the rack.

• In multiple-rack installations, make sure the racks have been coupled together.

• Make sure the rack is stable before you extend a component from the rack.

• You should extend only one component at a time. If you extend two or more components simultaneously, the rack may become unstable.

• Before you install the rails, determine the placement of each component in the rack.


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• Install the heaviest components on the bottom of the rack first, and then work up.

• Use a regulating, uninterruptable power supply (UPS) to protect the system from power surges, voltage spikes, and power failures.

• Allow the power supply to cool before you touch it.

• To maintain proper cooling, keep the rack's front door and all panels and components on the systems closed, except during servicing.

Identifying System Connections and ControlsThe system has front and rear panels. The front panel includes two lights to help you confirm when the system has power and the hard drive is working. The rear panel includes the main power switch and connections for power, network, serial ports, and Universal Serial Bus (USB) ports.

Figure 1-1 and Figure 1-2 show the location of these controls. Table 1-1 and Table 1-2 describe these controls.

Figure 1-1 Front Panel

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1 Hard Drive Indicator Light that indicates the hard drive is working.

2 Power Indicator Light that indicates when the system has power.

Table 1-1 Front Panel Controls

Item Description


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Figure 1-2 Rear Panel

41 2 3 5 6

1 USB1 Two USB ports.

2 LAN 2 Ethernet port to connect to the network.

3 LAN 1 Do not use. Not active in the current version.

4 COM1 Port (Serial) RS-232 serial port.

5 Power Plug Plug to connect to electrical power.

6 Power Switch Main power switch to turn the main system power on and off.

Table 1-2 Rear Panel Controls

Completing the First-Time Setup WorksheetBefore you begin system setup, complete this worksheet by filling in the My System Values column. See your Network Administrator to obtain the required information.

Item Description


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Table 1-3 First-Time Setup Worksheet

Item

My System Values

Factory-Set Default Values

Description

System Information

System Name NetBIOS name of the Windows server. Must be between 6 and 16 characters long. Dashes and underscores are allowed.

System IP Address 192.168.1.254 Static IP address.

System Subnet Mask 255.255.255.0 Network subnet mask of the server.

Default Gateway IP 192.168.1.1 IP address of the server gateway.

DNS Server IP 192.168.1.1 IP address of the DNS Server.

Current Date

Current Time

Time Zone

Database Information

Internal Database No further information required.

External Database

Server IP Address IP address of the server.

Port Port number of the server.

Database Server Instance Name

Database server instance name.

LDAP Integration

IP Address of LDAP Server or DNS Name

User Login ID The user must have at least read access to the LDAP Server.

Password


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Setting up the System Through a Serial PortFollow these instructions to set up your system through a serial port. If your computer does not have a serial port, see “Setting up the System Through the Internet” for instructions.

To connect a computer to the system using a serial cable

1 Using a RS-232 serial cable, connect a computer to the 9-pin, serial port on the ReadiManager SE200 system.

2 Turn on the computer and the ReadiManager SE200 system.

To use HyperTerminal on a computer to set up the system

1 From the Windows Start menu, choose Programs > Accessories > Communications> HyperTerminal.

Information Required for Customer Support

Serial Number

License Number

Table 1-3 First-Time Setup Worksheet (continued)

Item

My System Values

Factory-Set Default Values

Description


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2 In the Connection Description dialog box, enter SE200 in the Name field, accept the default icon selection, and click OK.

3 In the Connect To dialog box, select COM1 from the Connect using drop-down list and click OK.

Note: Be sure to use COM1, because you may have multiple COM ports on your computer.

4 In the COM1 Properties dialog box, enter the following values for port settings and click OK.

— Bits per second: 19200

— Data bits: 8

— Parity: None

— Stop bits: 1


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— Flow control: None

The SE200 - HyperTerminal window appears.

5 In the SE200 - HyperTerminal window, press Enter to display the SE200 Menu.


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6 Type 2 and press Enter to select System Setup and display that menu.

7 Enter the information that you have collected in the First Time Setup Worksheet.

a Type 1 and press Enter. At the prompt, type the DNS Server IP address and press Enter.

b Type 2 and press Enter. At the prompt, type the Default Gateway IP address and press Enter.

c Type 3 and press Enter. At the prompt, type the system name, IP address, and subnet mask, and press Enter.

After you have finished entering the system setup information, the system informs you that it is shutting down.


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The following screen shows the system name, IP address, and subnet mask after you have entered these values.

8 Press Enter to continue.

9 After the ReadiManager SE200 system reboots completely (requires about five minutes), turn it off.

10 Move the system to your target network. Mount the system on a rack, and connect an Ethernet cable to the Ethernet port on the rear panel.

11 Turn on the system and wait five minutes for it to restart. After the system has restarted, reopen the SE200 - HyperTerminal window. Type 1 and press Enter to verify system information.


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Setting up the System Through the InternetTo connect the computer to the ReadiManager SE200 system, you need one of the following:

• Crossover cable

• Two Ethernet cables and a hub or a switch

To connect the computer to the ReadiManager SE200 system

1 Do one of the following:

— Connect the system directly to an Ethernet port on the computer with a crossover cable.

— Connect the system and the computer to the same Ethernet switch or hub using standard Ethernet cables.

2 Turn on the power for both devices.

Changing Computer Network SettingsTo connect to the ReadiManager SE200 system, change the TCP/IP settings to the following values:

• IP Address: 192.168.1.37

• Subnet Mask: 255.255.255.0

Note: These steps assume you use Microsoft Windows XP. If you have a different version of Windows, the steps and screens may be slightly different.

To configure network settings

1 Record the original IP address and subnet mask of your computer, so that you can restore these values after you have finished system setup.

2 From the Start menu, choose Control Panel > Network Connections > Local Area Connection Properties.


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3 Select Internet Protocol (TCP/IP), and then click Properties.

4 In the Internet Protocol (TCP/IP) Properties dialog box, enter these settings:

— IP address: 192.168.1.37

— Subnet mask: 255.255.255.0

— Default gateway: Leave blank, or do not change.

— Preferred DNS server: Leave blank, or do not change.

— Alternate DNS server: Leave blank, or do not change.


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5 Click OK twice to close the Internet Protocol (TCP/IP) Properties and Local Area Connection Properties dialog boxes.

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2Configuring ReadiManager SE200

The steps for configuring the ReadiManager SE200 system are:

• Logging in the First Time

• Setting up the Database

• Setting up the LDAP Server

• Obtaining Software Licensing Information

• Completing the Configuration

Logging in the First TimeReadiManager SE200 provides a default Administrator user name and password for the configuration process. After you have completed system setup and configuration, you can change the password for the Administrator through the user setup screens.

Note: All SE200 v1.0.1 user interfaces are currently in English only; the user interfaces accept data entry in 8-bit languages only. Additional language support will be added in later releases.


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To log in to ReadiManager SE200

1 Open Microsoft Internet Explorer and type the system’s IP address in the address field.

2 When the Login screen appears, enter the following:

• User Name: admin

• Password: admin

Figure 2-1 Login Screen

3 Click Login.

The First Time Setup - Welcome screen appears.

Configuring ReadiManager SE200

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Figure 2-2 First Time Setup - Welcome Screen

4 Read the license agreement and click Accept to accept the terms and continue. The First Time Setup - System Information screen appears.

Note: If you entered this information using a serial connection and HyperTerminal, this information is already filled in.

5 Verify that the system configuration information is correct. For details, see Table 2-1.

Current Date Enter the current date.

Current Time Enter the current time.

Server Time Zone Set the time zone in which the system is located.

Auto adjust for daylight savings?

Select this check box to enable automatic adjustment for daylight savings time.


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Figure 2-3 First Time Setup - System Information Screen

6 When you are finished, click Next. The system reboots automatically to update the date and time.

Table 2-1 Fields for the First Time Setup - System Information Screen

Field Description


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Figure 2-4 First Time Setup - System Information Restart Screen

7 After the system has restarted, log in again using the Administrator log-in credentials.

Setting up the DatabaseReadiManager SE200 includes an internal database.

Note: The database content and schema are for use only by the ReadiManager software. Any unauthorized use, database manipulation, or schema change automatically voids the product warranty and maintenance contract.

To use the internal database

>> Click Next to display the First Time Setup - Database Screen.

You do not need to specify the internal database location.


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Figure 2-5 First Time Setup - Database Screen

To use an external database

1 In the First Time Setup - Database screen, select the Use an external SQL Server database check box.

2 Click the Database Setup Program link and download the Remote Database Setup Utility, DBSetup.exe, to your computer.

3 Run the Remote Database Setup Utility and complete the information requested in the wizard screens.

— Make sure you have the path to the SQL Server.

— If you use Windows authentication, be sure the log-in ID has Administrator privileges on the SQL Server.

— If you use SQL authentication, be sure the log-in ID is a member of the SysAdmin role.

— If a ReadiManager SE200 database has been installed previously on the server, make sure you overwrite it.

4 After you have run the Database Setup Utility, enter the database server’s IP address, SQL Server port number, and the database instance name in the First Time Setup - Database screen.


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5 Click Next.

ReadiManager SE200 tries to connect to the server.

If the connection fails, an error appears to indicate the problem.

If the connection is successful, the First Time Setup - Database Status screen appears.

Figure 2-6 First Time Setup - Database Status Screen

6 Click Next to display the First Time Setup - LDAP Server screen.

Setting up the LDAP ServerReadiManager SE200 only supports the Microsoft Active Directory implementation of LDAP.

Note: You can skip this step and enable the integration later. For instructions, see the Polycom ReadiManager SE200 Administrator’s Guide.


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Figure 2-7 First Time Setup - LDAP Server Setup Screen

To integrate ReadiManager SE200 with LDAP

1 In the First Time Setup - LDAP Server Setup screen, select the Integrate with LDAP Server check box.

2 Enter the IP address or DNS name of the LDAP server.

3 Enter the user login ID and password to access the LDAP server.

The user name you enter must have read access to the LDAP server.

Note: The user log-in ID you enter is automatically associated with the ReadiManager SE200 Administrator role. You must log in as the Administrator to manage LDAP users.

4 Click Next.

ReadiManager SE200 tries to connect to the LDAP server.

If the connection fails, an error appears to indicate the problem.

If the connection is successful, the First Time Setup - Completed screen appears.

5 Click Next to continue to the Administrator View screen.


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Figure 2-8 First Time Setup - Completed Screen

Obtaining Software Licensing InformationYou must provide the license activation key and serial number for tracking purposes.

To obtain a software license activation key

1 Locate and record the Polycom ReadiManager SE200 serial number: ____________________.

To locate your serial number:

— Log in to ReadiManager SE200 as the Administrator or as another user ID with administrative privileges.

— Choose System Setup > Licensing.

The serial number appears at the top of the Licensing screen.

2 Go to http://extranet.polycom.com/.

3 Log in or obtain a New User Account by registering with the site.

4 Go to Polycom Resource Center Home > Product Activation.


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5 Enter the Polycom software license number, listed on your license certificate, and the Polycom ReadiManager SE200 serial number you recorded in step 1.

6 Click Generate.

7 When the activation key appears, record it in the space provided:

__________-__________-_________-___________

__________-__________-_________-___________

To enter the activation key in Polycom ReadiManager SE200

1 From the System Setup menu, choose Licensing.

2 On the Licensing screen, enter the new key code and click Add.

The activation key and license appear in the list.

Completing the ConfigurationAfter the first-time setup is finished, you complete the ReadiManager SE200 configuration for the following:• Server• Client computers and Internet Explorer • Users • Devices • Resources • Scheduling

For instructions, see the Polycom ReadiManager SE200 Administrator’s Guide.

Minimum Setup Tasks for a Point-to-Point Video CallAfter you have completed the first-time setup, to deploy the Polycom SE200 system for a point-to-point video call, you must complete the following setup tasks as a minimum:

• Add devices.


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• Add users.

• Associate users with devices.

• Download the scheduling plug-in to client computers.

For instructions, see the Polycom ReadiManager SE200 Administrator’s Guide.


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3-1

3System Specifications

This chapter lists the electrical, physical, environmental, and regulatory compliance specifications for the Polycom ReadiManager SE200 system.

Electrical• Power supply: Full-range, 220W ATX AC power supply with PFC

• AC voltage: 100 to 240 VAC, 50 to 60 Hz, 4 Amps

Physical• Form factor: 1U, 19-inch rack-mount

• Height: 1.73 in. (44 mm)

• Width: 16.83 in. (430 mm)

• Depth: 15.35 in. (390 mm)

• Gross weight: 19.8 lbs (9 kg)


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Environmental• Operating temperatures: 0° C to 40° C

• Storage temperatures: 0° C to 80° C

• Relative humidity: 5% to 90% (non-condensing)

Regulatory Compliance

Electromagnetic Emissions• FCC Class A

• EN 55022 Class A

• EN 61000-3-2 or EN 61000-3-3

• CISPR 22 Class A

Electromagnetic Immunity• EN 55024 or CISPR 24

• EN 61000-4-2 through EN 61000-4-6, EN 61000-4-8, and EN 61000-4-11

Safety• EN 60950-compliant or IEC 60950-compliant

• UL Listed (USA)

• CUL Listed (Canada)

• CE Marking (Europe)

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