Overview of Endpoint Dynamic Management Set Up Understanding Dynamic Endpoint Management
Polycom, Inc. 199
Configure Endpoints to use a Provisioning Service
At the physical endpoint, configure the endpoint to use the RealPresence
Resource Manager as its provisioning service.
You do this via the endpoint’s web interface or soft endpoint’s utility. You can
do this on initial setup or at any time when you need to switch to dynamic
management.
Soft endpoints such as RealPresence Desktop must be dynamically-managed.
Create Provisioning Profiles
Dynamic provisioning allows endpoints to poll the RealPresence Resource
Manager automatically to get provisioning updates (configuration settings) on
a dynamic basis. The provisioning profiles the endpoint receives are based on
the site to which it belongs, the group membership of the user that is
associated with the endpoint, and the endpoint’s model and software version.
When you dynamically manage endpoints (have the endpoint use the
RealPresence Resource Manager as its provisioning server), you can
automatically configure them by using provisioning profiles.
You need to modify and create three types of provisioning profiles:
• Site Provisioning profiles define network settings for all endpoints that
belong to a site, see “Using Site Provisioning Profiles” on page 227.
• User Group Provisioning profiles define settings according to user group,
see “Using User Group Provisioning Profiles” on page 243.
• Bundled Provisioning profiles allow you to control system settings that
affect user experience, see “Using Bundled Provisioning Profiles” on
page 253.
Create Access Control Lists
Access Control Lists provide an additional level of endpoint provisioning
security when you dynamically manage endpoints. These lists allow you to
group endpoints into “white lists” that can be dynamically provisioned. This
is particular useful when controlling Polycom’s soft endpoints such as CMA
Desktop and RealPresence Mobile which use the provisioning credentials to
authenticate with your video network.
See “Using Access Control Lists” on page 269.
Create Software Updates
You need to create software updates to automatically send to endpoints. See
“Dynamically Updating Endpoint and Peripheral Software” on page 201 for
more information.
