Complete the First-time Setup Wizard

The first-time setup wizard helps you set up the initial configuration of your RealPresence® Resource Manager system. For other configurations you may need, see the Polycom RealPresence Resource Manager Operations Guide.


  1. Navigate to the URL of the RealPresence® Resource Manager system:


  2. When the system login screen appears, select a different Languageif necessary .
  3. Enter the administrator Username and Password.

    The factory default is admin/Polycom12#$.

  4. Click Login.

    Because the system has not previously been configured, the Licensing page of the setup wizard appears.

  5. Read the end-user license agreement (EULA).

    Please note that the EULA includes important definitions and usage limitations that will apply to your installation.

  6. To accept the EULA terms and conditions, click Accept.
  7. When the Change Administrator Password page appears, enter the Old Password.
  8. For the New Password, enter a new password with a length of at least 10 characters.
  9. Confirm the New Password and click Next.
    You are logged off.
  10. Log in again with the password you set in 8.
  11. Choose the Network Settings page and enter the information recorded in Complete the First Time Setup Worksheet.
    The system reboots and you need to log in again.
  12. Configure these settings on the System Time page, as necessary.



    System Time Zone

    The time zone in which the system server resides.

    Use Current Time

    Select this check box to input the current date and time.

    Even if you plan to use an NTP server, you should set the proper time during the first-time setup to ensure certificate creation works reliably.

    Current Date

    The system date for the system.

    Current Time

    The system time for the system.

    Use External NTP Server Time Synchronization

    (Recommended) Select this check box to synchronize the system date and time with an external NTP server.

    Do this ONLY after you have first manually set the local system time.

    IP address or DNS resolved names separated by spaces

    The IP address or FQDN (ASCII only) of the NTP servers.

    Note: If you set the system to use an external NTP server without first setting the current date and time, the system time may be wrong until the system’s first synchronization.
  13. If you have changed the RealPresence Resource Manager system name, you can generate a new self-signed certificate.
  14. Integrate the system with an enterprise Active Directory server so that users can include enterprise groups, users, and rooms in their conferences.
    1. On the Enterprise Directory page, select Integrate with Enterprise Directory Server.
    2. To have the system auto-discover the server by querying DNS, enable Auto-discover in the Enterprise Directory Server DNS Name section; otherwise, enter the DNS Name for the enterprise directory server.
  15. As needed, configure the following settings:



    Domain\Enterprise Directory User ID

    Domain and enterprise directory user ID for an account that the RealPresence® Resource Manager system can use to access the enterprise directory server and retrieve group, user, and room information. This is the account created when you completed Pre-stage a Computer Account.

    This user ID must have read permissions so it can search the entire forest on the enterprise directory server.

    This user ID is automatically associated with the RealPresence® Resource Manager system administrator role—by default it is the ONLY enterprise directory user ID with this role.

    Enterprise Directory User Password

    The password for the enterprise directory user account

    Security Level

    The level of security on the connection between the RealPresence Resource Manager system and the enterprise directory server. Possible values include:
    • Plain—No security on the connection.

    • LDAPS—The connection is secured over outbound port 3269 using LDAP-S in a manner similar to https.

      If the Domain Controller: LDAP Server signing requirements setting on the Active Directory server is set to Require Signing, then you must use LDAPS to secure the connection.

    • StartTLS—The connection is secured over outbound port 3268 (the same port as Plain), but it then negotiates security once the socket is opened. Some LDAP servers reject any unsecured transactions, so the first command is the StartTLS negotiation command.

    Ignore Disabled Enterprise Directory Users

    Enable the check box to have the RealPresence® Resource Manager system ignore disabled enterprise users in its queries.

    Enterprise Directory Exclusion Filter

    If necessary and you understand the filter syntax, specify other types of user accounts to exclude. Don’t edit these expressions unless you understand LDAP filter syntax.

    Enterprise Directory Search BaseDN

    If necessary and you understand the filter syntax, specify the top level of the enterprise directory tree (referred to as the base DN) to search. Don’t edit these expressions unless you understand the filter syntax.

  16. Integrate the system with an Active Directory domain controller for single sign-on (SSO) authentication:
    1. On the Enterprise Directory page, select Allow Delegated Authentication to Enterprise Directory Server.

      The system can automatically discover the closest logical domain controller and Active Directory servers, but to do so the network DNS server must have a DNS SRV record for these servers.

    2. If your network DNS server has a DNS SRV record for the domain controller, in the Domain controller name section enable Auto-discover; otherwise, enter the Fully Qualified Host Name of the domain controller (for example,

      The prestaged computer account must be within this domain as well.

    3. In the Computer Account Credentials section, enter the Domain\Computer Name and Password for the prestaged computer account created in step Pre-stage a Computer Account.
  17. On the Directory Setup page, complete the following tasks:
    1. To allow non-LDAP directory protocols, enable the Allow non-LDAP directory protocolscheck box.
    2. To exclude users with dynamically managed endpoints from Global Address Book, clear the Include dynamically-managed devices in the Global Address Book check box.
    3. To exclude guest book entries from the enterprise directory, clear the Show Guestbook entries in the Directory check box.
    4. To allow local user directories to include endpoint directory information, enable the Allow endpoint directories for local users to include enterprise directory user and group information check box.

      You can allow local users to access enterprise directory entries when the RealPresence Resource Manager system is integrated with an enterprise directory.

    5. If your video network includes LifeSize endpoints, enable the Modify directory listings for LifeSize® endpoint support check box.
  18. Click Next.

    The system displays the message that you have completed the first time setup. You have the option of logging out of the system or being redirected to the system Dashboard.

  19. Click Next to go to the system Dashboard.