Current Publication | x
Close

Adding Phones to RealPresence Resource Manager

You can add devices to the Polycom Device Management Service by one of the following options:

Adding phones automatically

Adding phones manually

Adding phones by importing a CSV file

Adding phones by syncing with a CUCM server

Automatically Added Phones

Phones connected via Intranet can be added to the RealPresence Resource Manager system automatically via the HTTP/HTTPS protocol.

Phones behind a firewall, Polycom recommends you to use HTTPS to connect to a RealPresence Resource Manager system.

When a phone is online and connects to the RealPresence Resource Manager system, the phone is provisioned by the system.

You can find automatically added phones by viewing the Mode Auto-added Phones  auto_added_phone_icon.png information on the Endpoint > Monitor View page.

 

When a phone is automatically added to the RealPresence Resource Manager system and then the same phone (with the same MAC address) is synced from CUCM, the phone becomes a synced CUCM phone. If this phone is removed from CUCM, it is also removed from the RealPresence Resource Manager system.

Editing Automatically Added Phones

After a phone is discovered and added to the RealPresence Resource Manager system, a user with the device administrator role can edit its settings. After manually editing an auto-added phone, the mode of this phone will become Manually Added Phones.

You also can export all the auto-added phones to a CSV file, edit phones information in a batch, and then import the CSV into the RealPresence Resource Manager system.

Related Topics

Add a Phone Manually

Phones can be added one by one on the Endpoint > Monitor View page.

To add a phone to the system:

1 Go to Endpoint > Monitor View and click Add plus_icon.png.

2 In the Add New Endpoint dialog, select phone type that you want to add in the Endpoint Type drop-down list.

3 Specify the MAC address and the system name of the phone.

4 In the Line Address tab, click Add plus_icon00001.png to add line information by specifying SIP URI, Display Name, Digest Account, and Digest Password if needed in the Lines Information dialog.

5 (Optional) On the Endpoint Group Association tab, select the endpoint group to associate with and click Add.

Click the arrow icon to adjust the priority of endpoint groups. The arrow icons appear when the cursor stays on an endpoint group.

See Working with Endpoint Groups for details about endpoint group.

6 (Optional) On the Configuration Profile Association tab, select the configuration profile to associate with and click Add.

Click the arrow icon to adjust the priority of configuration profiles. The configuration profiles set on device level always has higher priority.

See Working with Phone Configuration Profiles for details on configuration profile.

7 Click OK.

Related Topics

Importing Phones Using CSV Files

You can import phones in bulk into your RealPresence Resource Manager system via CSV files.

Create a CSV File Containing the Phone Information You Need

You must create a CSV (comma separated values) file that contains the information that you need.

You can create this file with any plain text editor or use Microsoft Excel. Do not use Microsoft Excel to edit CSV files on a double-byte operating system.

When you initially import phones using a CSV file, the phones display as Polycom Phones regardless of the type. Once the phones make their first connection to RealPresence Resource Manager, the phone type is updated to the correct phone type and model.

 

Limit the phone records number under 10, 000 in a CSV file to ensure successful import.

A CSV file must contain a user defined header to specify the format of phone attributes to be included. Commas (,) are field separators, which cannot be embedded in a field.

Example Header Format (case and sequence insensitive):

mac_address, endpoint_name, owner_id, endpoint_group, reg.1.address, reg.1.displayname, reg.1.auth.userId, reg.1.auth.password, [any attribute name]

Where:

Header Attributes

Usage Notes

mac_address
endpoint_name
owner_id
endpoint_group

Only mac_address is mandatory.

Do not change the attribute names since they are reserved for the RealPresence Resource Manager.

The owner_id (local or Enterprise user) format is domain/userid or any owner display name.

Use a pipe ('|') to separate multiple endpoint group names.

reg.[1-5].address
reg.[1-5].displayname
reg.[1-5].auth.userId
reg.[1-5].auth.password attributes

Line information

Other user defined attributes

Refer to the UCS phone attribute names to define attributes.

A profile ([MAC_Address]_csv_profile) is automatically generated for each phone that has user defined values.

The profile is associated with the phone.

Attributes with empty values are ignored in the profile.

Examples

Use the following format to add a phone with two line addresses:

mac_address, endpoint_name, owner_id, endpoint_group, reg.1.address, reg.1.displayname, reg.1.auth.userId, reg.1.auth.password, reg.2.address, reg.2.displayname, reg.2.auth.userId, reg.2.auth.password,

0004F23EA4E1, SoundPoint-EA4E1, ASIAPAC/Jsmith, EP Group 1|EP Group 2, 1000, Jon Smith, 1000, 1000, 1001, Jon Smith1, 1001, 1001

Use the following format to add a phone with a line address:

mac_address, reg.1.address

0004F24FD08E, 1001

Use the following format to add a phone without a line index but an attribute setting in profile:

mac_address, device.hostname

0004F23EA4E1, SoundPointA4E1

0004F24FD08E, SoundPointD08E

Auto Generated Configuration Profile

If you define a header containing user defined phone attributes and give values for the attributes within a CSV file, the system will automatically create a configuration file for the phone containing those attributes for your convenience.

The profile name is Phone_MACaddress _csv_profile.

The profile is associated with the phone and has the highest priority by default.

The profile cannot be associated with other conditions such as Global, Endpoint Group, Site, or Endpoint Models.

The profile type is CSV Imported.

You can remove this profile from the system. The phone association will also be removed.

Related Topics

View Auto Generated Configuration Profile

The profile type is CSV Imported. You can filter CSV imported profiles by profile type.

To view auto generated configuration profiles:

1 Go to Endpoint > Phone Management > Configuration Profiles.

2 Click Filter search_icon.png.

3 Select CSV Imported as Profile Type.

Import the CSV File and View the Import Details

You must have either the administrator or area administrator role to import phones.

To import phones and view the import details:

1 Go to Endpoint > Monitor View.

2 Select More > Import/Export Audio Phones.

3 Click the Choose File button on the Import Audio Phones tab.

4 Browse to the CSV file and select this file.

5 Check the Update the Existing Phone Records check box to update the existing phone in the system.

Choose one the options:

Ø Overwrite Existing Attributes

Ø Merge and update. Keep all the phone attributes and update the duplicated attributes.

6 Click the Import button. A Task Progress dialog will show the file uploading and importing progress.

7 View the import details on the Import Phones Result dialog.

8 Download the import log by clicking the Download Import Log button if needed.

9 Click Close to dismiss the Import Phones Result dialog.

Bulk Edit Phones

You can bulk edit phone’s configuration s by exporting the phone’s data including the updated attributes in the auto-generated profiles (if any) as a matrix to a CSV file. Then you can re-import the CSV file to update phones' data.

The MAC Address is the unique identifier of a phone. A changed MAC Address is treated as a new phone instead of the updating of the old one.

If a phone’s line information is not provisioned by the RealPresence Resource Manager system, the line information will not be exported to the CSV file.

To export manually added phones:

1 Go to Endpoint > Monitor View.

2 Select More > Import/Export Audio Phones.

3 Click the Export & Download button on the Export Audio Phones tab. The CSV file is downloaded.

4 Open the CSV file and edit the phones’ information if needed.

For automatically added phones, after the line information is changed, the phones become manually added phones. The mode changes from Auto-added Phones auto_added_phone_icon00002.png to Manually Added Phones manually_added_phone.png.

Do not change the line information for CUCM synced phones. This information will be not persist and be overwritten by the Cisco Unified Communication Manager at the next sync interval.

Edit a Phone

You can edit manually added, automatically added, or imported phones.

Polycom does not recommend that you change the line information of CUCM synced phones from the RealPresence Resource Manager system since the changes will be overwritten at the next CUCM sync interval.

To edit a phone:

1 Go to Endpoint > Monitor View.

2 Click Filter search_icon00003.png, select Mode, and select one of the following modes to filter phones that you want to edit:

Ø Auto-added Phones

Ø Manually Added Phones

3 Select a phone and click Edit edit_icon.png.

4 Edit the phone and line information as needed.

All the line information is listed in the Line Address tab.

Provisioning Line indicates how this line is created. If the line is created from phones, Provisioning Line is False. If the line is created by RealPresence Resource Manager admin, Provisioning Line is True.

If you change the line information of an auto-added phone, the Provisioning Line value will change from False to True.

5 Do one of the following:

Ø Click Save and Apply to apply the changes including the line information and configuration profiles changes to the online phone now. This operation may reboot the phone. This operation only applies this time changes to the phones. It does not apply previous changes to the phones.

If the phone is offline or the phone is behind firewall, Apply is not displayed.

Ø Click Save to wait for the updates to take effect at the next polling interval.

Viewing Phone’s Status

For internal phones, which the RealPresence Resource Manager system can connect to, the system sends API calls to phones as heartbeat messages to check if phones are online or offline. The interval is a random time between 5 to 10 minutes if there is no message from phones during the last intervals.

For external phones, which the RealPresence Resource Manager system cannot connect to via API calls, the offline detecting window is based on the configured provisioning polling interval plus 5 minutes. For example, if the polling interval is one hour, the RealPresence Resource Manager system will treat phones as offline if there is no message from phones in the past 65 minutes.

Related Topics

Change Endpoint Group Association

You can associate a phone with an endpoint group, delete its association with an endpoint group, or prioritize multiple associated endpoint groups.

To change the association from a phone to an endpoint group:

1 Go to Endpoint > Monitor View.

2 Click the endpoint name that you want to edit from the Endpoint Name column.

3 In the Edit Device dialog box, click the Endpoint Group Association tab.

Ø To associate the endpoint to an endpoint group, select the name of the endpoint group from the drop-down list and click Add.

Ø To delete the association, click Delete delete_icon.png at the right end of each line of the endpoint group list.

Ø To prioritize an association, click the Arrow top_up_down_bottom.png buttons to deprioritize or prioritize it, or give it the lowest or highest priority.

4 Click Save and Apply or Save.

Change Configuration Profile Association of Phones

You can associate a phone with a configuration profile, delete its association with a configuration profile, or prioritize multiple associated configuration profiles.

To change the association between phone and configuration profile:

1 Go to Endpoint > Monitor View.

2 Click the phone’s name that you want to edit from the Endpoint Name column.

3 In the Edit Endpoint dialog box, click the Configuration Profile Association tab.

Ø To associate the phone to a configuration profile, select the profile’s name from the drop-down list and click Save and Apply.

Ø To delete the association, click Delete delete_icon00004.png at the right end of each line of the configuration profiles list.

Ø To prioritize an association, click the Arrow top_up_down_bottom00005.png buttons to deprioritize or prioritize it, or give it the lowest or highest priority.

4 Do one of the following:

Ø Click Save and Apply to apply the configuration profiles changes to the online phone now. This operation may reboot the phone. This operation only applies this time changes to the phones. It does not apply previous changes to the phones.

If the phone is offline or the phone is behind firewall, Save and Apply is not displayed.

Ø Click Save to wait for the updates to take effect at the next polling interval.

Delete a Phone

You can only delete manually added or imported phones.

Phones synced from the Cisco Unified Communications Manager system cannot be deleted manually. In order to delete phones synced from Cisco Unified Communications Manager, you must unassociate the phone from that system.

To delete a phone:

1 Go to Endpoint > Monitor View.

2 Select a manually added phone.

3 Click Delete delete_icon00006.png.

4 Click Delete to confirm the deletion.

Set Active Directory Password

You can set an Active Directory password to the phones that are provisioned by the RealPresence Resource Manager system.

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:

1 Go to Endpoint > Monitor View.

2 Click Switch Selection Types select_all_icon.png to select one or more phones to set an unified Active Directory password.

3 Click More > Change Phone Active Directory 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.

Related Topics

Machine Translation

You are cautioned that the translation of this document is generated by a machine; therefore, the translated document may have errors and be inconsistent with the original English language version of the document.

The English language version of this document shall be considered the governing document related to the Polycom product.

If there is any contradiction between the English language version of the document and the translated version of the document, the English language version of the document shall take precedence.

The translation is provided for your convenience only. Neither Google nor Polycom shall be responsible for translated content or for the performance of the translation tool. If you require further assistance on non-translation issues, please contact Polycom support.

Translated documents are not available in PDF format.