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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.

 

Poly has important updates in Clariti Manager (CM) 10.11 and above. We at Poly encourage you and your customers to move forward keeping the Clariti infrastructure within the N and N-1 support policy to ensure you have the latest security updates, bug fixes and feature enhancements for the best experience.

Please see the links below on the Poly Clariti upgrades from our Legacy Licence solution “Flexera” (being deprecated end of June 2023) to the new “Poly Lens” Licencing solution also supported Clariti Manager 10.11 and above:

 

 

You may find the Licensing Migration FAQ helpful. 

 

For update and migration questions from an "older" RPRM 10.9 please see >here<

 

Clariti Manager 10.10 or later uses a new Linux System so no direct Update Path is available. Clariti Manager contains 5 Audio and 5 Video Licenses so you can already test this in a lab in order to verify functionality

 

Download Clariti Manager Trial

 

In Lens under Manage > Licensing > Clariti > Product Catalog > Clariti Manager virtual Machines files can be found

 

image

 

image

 

UPDATING FROM RPRM for valid contract customers

 

If upgrading from a former RPRM set up please back up RPRM via Admin > Maintenance > Backup System Settings using create and download a backup Archive.

 

In order to restore the backup in Clariti Manager via Admin > Maintenance > Restore System Settings using the Local Restore

 

Once this has been done and imported follow the instructions on how to log in to Poly Lens and download the relevant update (rprm-10.11.1_192-192.bin or later version) for Clariti Manager 10.11.1

 

image

 

If you are having trouble activating the Lens license or have activated it under the wrong account please raise a case with Poly support and provide the following details:


• Requested By:
• Company Name:
• Customer Name:

• Phone #
• Email:
• Serial Number:
(Usually can be found under License > Setup > System Identifier)
• License Number/ Activation code:
• Sales Order #

• Lens Tenant ID / UUID:
• Description of issue:

 

Installation

 

To start this please check this great older Real Presence Manager video detailing => here <=

 

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

 

The Poly Clariti Manager former RPRM supports Hyper-V, VMware, AWS, or Azure. The former RPRM supported Hyper-V, VMware, or a physical Dell server.

 

  1. Clariti Manager
    Install the ISO or OVA on your virtual Environment. Once installed access the console to setup the Clariti Manager Network Credentials
    SteffenBaierUK_0-1718269857979.png

    Username: poly
    Password: clariti

    Once the poly/clariti combination has been used to initially log on the password must be changed to a more secure password

    SteffenBaierUK_1-1718269991256.png

     

  2. RPRM Resource Manager

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

  3. Enter the network Credentials to match your environment and after this, the RPRM will re-start

    image
  4. Wait about 10 Minutes and then browse to the IP or FQDN of the RPRM

    image
    The standard initial username is: admin
    The standard initial password is: Polycom12#$

    You will get prompted to change this to something more secure

  5. 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.

    image
    Now assign the Role of a Device Administrator to the user.

    image

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


  6. Any license would need to be added here:

    image

    Clariti Manager comes with 5 Audio and 5 Video Licenses if a customer wants to trial this:

    SteffenBaierUK_0-1718270130055.png

     

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

    image

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

    In addition, define the Subnet
    SteffenBaierUK_0-1718211371818.png
    If this is not defined the Clariti Manager / RPRM adds everything to the Internet / VPN


  8. The Clariti Manager / RPRM uses PlcmSpIp as the standard User Name and Password. This can be changed here:

    image

  9. 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/ucservice

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/ucservice

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

 

Example:

http://Username:%40123$@IP_Address or URL/ucservice

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: 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.

 

Note: Older versions of RPRM would use HTTP://<IP_or_FQDN/phoneservice/configfiles/ but later versions changed this to HTTP://<IP_or_FQDN/ucservice 

 

Option 1:

 

  • Importing all phones via a CSV File:

    image

    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.

    image

    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
    image

 

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.

 

image

 

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

 

image

 

Selecting an individual phone:

 

image

 

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

 

image

 

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

    image


  • 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

    image

    We call this new group VVX500 Endpoint Group

    image

    And we associate this:

    imageimage

    This results in a new group

    image

  • 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

    image

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

    image

    The options for editing or changing this vary

    image

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

    image

    or paste from a previous XML file

    image

Update the Default UC Configuration Schema

 

When Poly releases new Software Versions RPRM / Clarity Manager may not be aware of new Parameters. Therefore a user can manually download firmware. With each ZIP/Tar.Gz file come several sub folders.

 

  • For any current Voice Firmware usually the \Config Subfolder contains the polycomConfig.xsd Schema File containing all parameters.
  • For any current Video firmware the \Videocodec\Config Subfolder contains the polycomConfig.xsd Schema File containing all parameters.

 

Simply navigate to Endpoint > UC Management > UC Management Settings > Update the Default UC Configuration Schema and select the file and upload this

image

 

Once it has been imported Clarity Manager now "knows" about newly added configuration parameters

 

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:

imageimage

 

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.

 

image

 

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

image

 

Apply versus OK

 

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

 

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

 

imageWill 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

 

image

 

 

Troubleshooting Tools

 

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

 

image

 

  • 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

    image

  • 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

    image

  • View UC Management Log > View UC Management Log

    image

 

Advanced Functions – Global/Model/Site

 

image

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

------------------------------------------------
Notice: I am an HP Poly employee but all replies within the community are done as a volunteer outside of my day role. This community forum is not an official HP Poly support resource, thus responses from HP Poly employees, partners, and customers alike are best-effort in attempts to share learned knowledge.
If you need immediate and/or official assistance for former Poly\Plantronics\Polycom please open a service ticket through your support channels
For HP products please check HP Support.

Please also ensure you always check the General VoIP , Video Endpoint , UC Platform (Microsoft) , PSTN
3 REPLIES 3
HP Recommended

Gathering Logs in order to supply Poly Support:

 

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

 

image

 

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

 

image

 

Or simply individual Log Files:

 

image

 

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

 

image

 

  • Log File Rotation Size 512KB to 10240KB
  • Number of Retaining Files (per name): 0 - 10
  • Days to Retain Phone Files: 0 - 30
------------------------------------------------
Notice: I am an HP Poly employee but all replies within the community are done as a volunteer outside of my day role. This community forum is not an official HP Poly support resource, thus responses from HP Poly employees, partners, and customers alike are best-effort in attempts to share learned knowledge.
If you need immediate and/or official assistance for former Poly\Plantronics\Polycom please open a service ticket through your support channels
For HP products please check HP Support.

Please also ensure you always check the General VoIP , Video Endpoint , UC Platform (Microsoft) , PSTN
HP Recommended

Endpoint Monitoring and Alerts

 

Start out with setting the Alert > Alert Level Settings

 

image

 

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

 

Set a new Remote Alert Profile

 

image

 

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

 

image

 

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

 

image

 

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

 

image

 

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

image

 

and ensure to chose the Associated Alert Profile previously created

 

image

 

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

 

image

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

 

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

image

More details can be found => here <=

------------------------------------------------
Notice: I am an HP Poly employee but all replies within the community are done as a volunteer outside of my day role. This community forum is not an official HP Poly support resource, thus responses from HP Poly employees, partners, and customers alike are best-effort in attempts to share learned knowledge.
If you need immediate and/or official assistance for former Poly\Plantronics\Polycom please open a service ticket through your support channels
For HP products please check HP Support.

Please also ensure you always check the General VoIP , Video Endpoint , UC Platform (Microsoft) , PSTN
HP Recommended

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}

image

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.

------------------------------------------------
Notice: I am an HP Poly employee but all replies within the community are done as a volunteer outside of my day role. This community forum is not an official HP Poly support resource, thus responses from HP Poly employees, partners, and customers alike are best-effort in attempts to share learned knowledge.
If you need immediate and/or official assistance for former Poly\Plantronics\Polycom please open a service ticket through your support channels
For HP products please check HP Support.

Please also ensure you always check the General VoIP , Video Endpoint , UC Platform (Microsoft) , PSTN
† The opinions expressed above are the personal opinions of the authors, not of HP. By using this site, you accept the <a href="https://www8.hp.com/us/en/terms-of-use.html" class="udrlinesmall">Terms of Use</a> and <a href="/t5/custom/page/page-id/hp.rulespage" class="udrlinesmall"> Rules of Participation</a>.