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Working with Endpoint Groups

Endpoint groups are logical collections of endpoints and are mainly used for phones’ provisioning. Users with the Endpoint Admin or System Setup permission can manage endpoint groups.

Add an Endpoint Group

You can define a new endpoint group by selecting a list of existing endpoints in the RealPresence Resource Manager system.

To add an endpoint group:

1 Go to Endpoint > Endpoint Groups.

2 Click Add plus_icon00009.png.

3 Enter a name and description for this endpoint group.

4 In the Endpoint Association tab, select the endpoints you want to include in the group from the Available table and click the down arrow to move them to the Selected table.

5 In the Phone Configuration Profile Association tab, select a profile from the Configuration Profile Association drop-down list.

6 Click the Save and Apply button to associate this profile to the endpoint group.

7 Repeat step 5  and step 6 to associate more profiles.

The associated configuration profiles only apply to the phones in the endpoint group.

8 Do one of the followings to save the changes:

Ø Click Save and Apply to apply the phone configuration profiles to the on-line phones in this endpoint group immediately. This operation may reboot the phones. This operation only applies this time changes to the phones. It does not apply previous changes to the phones.

Ø Click Save to only save the change. The RealPresence Resource Manager system will not apply the changes until the next polling interval.

Edit an Endpoint Group

You can edit an endpoint group and change its associated endpoints and phone configuration profiles at anytime.

To edit an endpoint group:

1 Go to Endpoint > Endpoint Groups.

2 Do one of the followings to open the Edit Endpoint Group dialog:

Ø Click the endpoint group hyperlink.

Ø Select the endpoint group and click Edit edit_icon00010.png.

3 Make changes as needed.

4 Do one of the followings to save the changes:

Ø Click Save and Apply to apply the phone configuration profiles to the on-line phones in this endpoint group immediately. This operation may reboot the phones. This operation only applies this time changes to the phones. It does not apply previous changes to the phones.

Ø Click Save to only save the change. The RealPresence Resource Manager system will not apply the changes until the next polling interval.

Copy an Endpoint Group

You can create a new endpoint group by cloning an existing endpoint group and making necessary changes.

To create an endpoint group based on a cloned endpoint group:

1 Go to E ndpoint > Endpoint Groups.

2 Select an endpoint group and click Clone clone.png.

3 In the Copy Endpoint Group  dialog, enter a name and description for the new endpoint group.

4 Edit the associations as needed.

5 Do one of the followings to save the changes:

Ø Click Save and Apply to apply the phone configuration profiles to the on-line phones in this endpoint group immediately. This operation may reboot the phones. This operation only applies this time changes to the phones. It does not apply previous changes to the phones.

Ø Click Save to only save the change. The RealPresence Resource Manager system will not apply the changes until the next polling interval.

Customize the Endpoint Group List

You can customize your endpoint group list by using filter.

To customize the Endpoint Group list:

1 Go to E ndpoint > Endpoint Groups.

2 Click Filter search_icon00011.png to filter endpoint groups by Endpoint Group Name or Modified By condition.

3 Press Enter to do the search.

4 Click Reset if you want to do another search.

5 Enter a key word in the Search field beside Filter search_icon00012.png to search the key word among the filter results.

Reboot Phones in an Endpoint Group

You can reboot all the phones belonging to an endpoint group.

To reboot phones:

1 Go to E ndpoint > Endpoint Groups.

2 Select an endpoint group.

3 Select More > Reboot Phones.

4 Click OK to confirm the reboot.

Set an Active Directory Password for Phones in an Endpoint Group

You can only set an active directory password for Polycom phones that support REST API, such as RealPresence Trio and Polycom VVX phones.

To set active directory password for phones in an endpoint group:

1 Go to Endpoint > Endpoint Groups.

2 Select an endpoint group.

3 Click More > Change Phone AD Password.

4 Enter a new password.

5 Click OK.

After the operation is completed, click the Download Detailed Report button to view the detailed logs.

Refresh an Endpoint Group

Refresh the Endpoint Group page to see the endpoint group changes make by other users.

To refresh the endpoint group page:

1 Go to E ndpoint > Endpoint Groups.

2 Click Refresh refresh_icon.png.

View Endpoint Group Details

The detail information containing name, description, and its associations are display on the right.

To view details of a profile:

1 Go to E ndpoint > Endpoint Groups.

2 Select an endpoint group and click View Details view_icon00013.png.

Delete an Endpoint Group

If you delete an endpoint group with endpoints that are associated with phone configuration profiles, all the associations will be removed.

To delete an endpoint group:

1 Go to Endpoint > Endpoint Groups.

2 Select an endpoint group and click Delete delete_icon00014.png.

3 Click one of the followings to confirm the deletion:

Ø Delete and Apply: Apply the phone configuration profile associations deletion to the related Intranet online phones now. This may reboot the phones.

Ø Delete: Delete the endpoint group and all its endpoint and profile associations. The deletion applies to the related phones automatically at the next polling interval.

Set an Endpoint Group to Top Priority

This operation sets the selected endpoint group to the highest priority group in its all associated phones.

For each associated phone, the configuration profiles belonging to the selected endpoint group will have the highest priority comparing to other endpoint group associated configuration profiles for this phone.

To set an endpoint group to top priority:

1 Go to Endpoint > Endpoint Groups.

2 Select an endpoint group.

3 Select More > Set Top Priority.

4 Click OK.

The endpoint group becomes the group with the highest priority in all its associated endpoints.

Set Default Endpoint Group

This operation sets the default endpoint group(s) for new auto-added phones. When a new phone is added to the system automatically via HTTP/HTTPS, the system adds the new phone to the specified default endpoint group(s). The system apply the configuration profiles associated with the default endpoint group(s) will be applied to the auto-added phones once phones are added to the RealPresence Resource Manager system.

To set default endpoint group(s):

1 Go to Endpoint > Endpoint Groups.

2 Select More > Set Default Endpoint Group.

3 Select an endpoint groups from the Endpoint Groups drop-down list.

4 Click Add.

5 Repeat step 3  and step 4 to add more endpoint groups.

6 (optional) Click Arrow top_up_down_bottom00015.png to adjust the priority of the specified endpoint groups for the phones that will be auto-added.

7 Click OK.

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