Patent Information The accompanying product is protected by one or more U.S. and foreign patents and patents pending held by Polycom, Inc.

User Guide

PathNavigator User Guide Copyright Polycom, Inc. All Rights Reserved No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Polycom, Inc. Under the law, reproducing includes translating into another language or format. As between parties, Polycom, Inc. retains title to and ownership of all proprietary rights with respect to the software contained within its products. The software is protected by United States copyright laws and international treaty provision. Therefore, you must treat the software like any other copyrighted material (e.g. a book or sound recording). Other Restrictions You shall not and shall not allow any third party to 1) decompile, disassemble, or otherwise reverse engineer or attempt to reconstruct or discover any source code or underlying ideas or algorithms of the software by any means whatsoever or 2) remove any product. Trademark Information Polycom, the Polycom logo design, ViaVideo, and ViewStation are registered trademarks; Polycom PathNavigator, ipower, MGC, WebCommander, and VSX 7000 are trademarks of Polycom, Inc. in the United States and various other countries. All other trademarks are the property of their respective owners. Patent Information The accompanying product is protected by one or more U.S. and foreign patents and patents pending held by Polycom, Inc. Warranty See Polycom End User License Agreement Notice While reasonable effort was made to ensure that the information in this document was complete and accurate at the time of printing, Polycom, Inc., cannot assume responsibility for any errors. Changes and/or corrections to the information contained in this document may be incorporated into future issues. P/N 3725-20335-001 Rev B (10/2004) ii

Contents Contents 1 Welcome to PathNavigator What s New in Release 7.0............................................ 1 2 About the Documentation............................................ 1 2 About the User Guide............................................ 1 2 About the Online Help............................................ 1 3 Conventions Used in the Documentation............................ 1 3 2 Getting Started System Requirements................................................ 2 1 Minimum Server Requirements................................ 2 1 Hardware Requirements...................................... 2 1 Operating System Requirements................................ 2 1 License-specific Database and Hardware Requirements............... 2 2 Client System Requirements....................................... 2 2 Installation.......................................................... 2 2 Installing the Software............................................ 2 3 For Microsoft SQL Server Option................................... 2 8 Upgrading the Software........................................... 2 9 Upgrading the Software on an Active Redundant System............. 2 10 Licensing.......................................................... 2 10 Instructions for Licensing........................................ 2 11 Adding Additional Seat Licenses or a Redundant Server License...... 2 12 Premier Service................................................. 2 15 Using the PathNavigator Web Interface................................ 2 16 Accessing the Web Interface...................................... 2 16 Logging in.................................................. 2 16 Logging out................................................. 2 16 Overview of the PathNavigator Screen............................. 2 17 Web Page Functionality.......................................... 2 18 Adjusting column widths..................................... 2 18 Sorting..................................................... 2 18 Navigating in PathNavigator.................................. 2 18 About PathNavigator............................................... 2 18 Monitor Section................................................. 2 19 Active Calls................................................. 2 19 Endpoints.................................................. 2 19 iii

PathNavigator User Guide Network Usage............................................. 2 19 Real-time Statistics........................................... 2 19 Configuration Section............................................ 2 19 General Configuration....................................... 2 19 Services.................................................... 2 19 Routing and Policy.......................................... 2 20 Neighbor Gatekeepers....................................... 2 20 User Administration......................................... 2 20 Reports Section................................................. 2 20 Call Detail Record........................................... 2 20 Network Usage............................................. 2 20 WAN Link Usage............................................ 2 20 Diagnostics Section.............................................. 2 21 Errors...................................................... 2 21 Rogues..................................................... 2 21 All Events.................................................. 2 21 3 Configuring PathNavigator General Configuration................................................ 3 2 Licenses......................................................... 3 2 Server (Network Interface Configuration)........................... 3 3 Registration Policy Configuration.................................. 3 4 Gatekeeper Identifier.......................................... 3 4 Registration Policy............................................ 3 4 Call Policy Configuration......................................... 3 7 Routing Mode................................................ 3 7 Rogue Calls Options.......................................... 3 8 Endpoint Messages Option.................................... 3 8 Call Forwarding Timeout Options.............................. 3 8 Neighbor Gatekeeper Policy Option............................. 3 9 Bandwidth Authorization Server Option......................... 3 9 Bandwidth Authorization Server Configuration...................... 3 9 Fields in the Gatekeeper Bandwidth Authorization Server Configuration 3 10 Redundant Server Configuration.................................. 3 11 IP Configuration............................................ 3 12 Server Preferences........................................... 3 13 Table of Redundant Servers................................... 3 13 Buttons on the Redundant Server Configuration Screen........... 3 13 Alternate Gatekeeper Configuration............................... 3 14 Report Configuration............................................ 3 15 CDR Report Options......................................... 3 15 Network Report Options..................................... 3 16 iv

Contents Real-time Statistics Configuration................................. 3 16 Services........................................................... 3 17 System Services................................................. 3 17 System Service Prefixes....................................... 3 18 Columns in the List of System Services......................... 3 19 Details in the General Tab.................................... 3 19 Simplified Dialing Service.................................... 3 20 Conference on Demand Service................................ 3 21 Call Forwarding Services..................................... 3 22 Hunt Group Services......................................... 3 23 Gateway and MCU Configuration................................. 3 24 Columns in the List of Gateway and MCU Services.............. 3 25 General Tab................................................. 3 25 Used By Tab................................................ 3 26 Registering Gateway Services................................. 3 26 Adding a Gateway........................................... 3 27 Firewall Gateway............................................ 3 29 Registering MCU Services.................................... 3 29 Adding an MCU Service...................................... 3 29 Procedures Applicable to all Services.............................. 3 30 Editing a Service............................................ 3 30 Removing a Service.......................................... 3 30 Hunt Groups................................................... 3 31 Columns in the List of Hunt Groups Services.................... 3 32 Group Members............................................. 3 32 Creating and Editing Hunt Groups............................ 3 32 Routing and Policies................................................ 3 33 Group Policy................................................... 3 33 Advantages to Defining Groups............................... 3 34 Default Group Policy........................................ 3 34 Columns in the Routing and Policies Group Policy List........... 3 35 Allowed Services Tab........................................ 3 35 Alternate Routing Policies.................................... 3 36 Adding a Group Policy....................................... 3 36 Editing a Group Policy....................................... 3 37 Removing a Group Policy.................................... 3 37 Applying Group Policy to the Terminals........................ 3 37 Least Cost Routing.............................................. 3 38 Columns in the Least Cost Routing List......................... 3 38 How PathNavigator Performs Least Cost Routing............... 3 39 Least Cost Routing Example.................................. 3 41 Dialing Examples............................................ 3 44 Examples of what is dialed.................................... 3 44 Adding a Least Cost Routing Table............................ 3 46 Editing a Least Cost Routing Table............................. 3 47 v

PathNavigator User Guide Removing a Least Cost Routing File............................ 3 47 Network Topology.................................................. 3 47 Setting Up Network Topology.................................... 3 48 Network Topology Summary Page................................ 3 49 Columns in the Summary List of Networks for Routing........... 3 49 Networks Tab............................................... 3 50 Columns in the List of WAN Links Tab......................... 3 50 Network Addresses Tab...................................... 3 50 ISDN Ranges Tab............................................ 3 50 Report Button............................................... 3 51 Sample Report.............................................. 3 51 Interpreting the Summary Report.............................. 3 51 Network Topology Example...................................... 3 52 Networks...................................................... 3 53 Columns in the List of Networks.............................. 3 54 General Tab................................................. 3 54 Adding a Network: General Configuration...................... 3 55 Adding a Network: Auto-Assign ISDN Number Configuration.... 3 57 Direct Inward Dial Assignment Fields.......................... 3 58 Gateway extension dialing.................................... 3 59 Adding a Network: Route to/from Internet..................... 3 60 Editing a Network........................................... 3 61 Removing a Network........................................ 3 61 WAN Links.................................................... 3 61 Columns in the List of WAN Links............................. 3 62 Adding a WAN Link......................................... 3 63 Internet/VPN Network...................................... 3 64 Editing a WAN Link......................................... 3 64 Removing WAN Link........................................ 3 64 WAN Link Setup Examples................................... 3 65 Network Addresses............................................. 3 72 Columns in the List of Network Addresses...................... 3 72 Adding a Network Address................................... 3 72 Editing a Network Address................................... 3 73 Removing a Network Address................................ 3 73 ISDN Ranges................................................... 3 73 Adding an ISDN range....................................... 3 74 Editing an ISDN range....................................... 3 74 Removing an ISDN range..................................... 3 75 Neighbor Gatekeeper Configuration.................................. 3 75 Neighbors Screen............................................... 3 75 Columns in the List of Neighbors.............................. 3 76 Adding a Neighbor Gatekeeper............................... 3 77 Editing the Neighbor Gatekeeper List.......................... 3 77 vi

Contents Removing a Neighbor Gatekeeper from the List................. 3 77 Local Zone Prefixes.............................................. 3 77 Modifying the Local Zone Prefix list........................... 3 79 Columns in the List of Local Zone Prefixes...................... 3 79 Adding a Local Zone Prefix................................... 3 79 Editing a Local Zone Prefix................................... 3 79 Removing a Local Zone Prefix................................. 3 80 User Administration Configuration................................... 3 80 Groups........................................................ 3 80 Adding a Group............................................. 3 82 Editing a Group............................................. 3 83 Removing a Group.......................................... 3 83 Users.......................................................... 3 84 Adding a User.............................................. 3 84 Editing a User............................................... 3 84 Removing a User............................................ 3 84 4 Setting Up Enhanced Features Provisioning Direct Inward Dial (DID) Numbers......................... 4 1 Provisioning Extension Dialing........................................ 4 4 Setting Up Simplified Dialing......................................... 4 5 Setting Up Least Cost Routing........................................ 4 10 Setting Up Alternate Routing......................................... 4 13 Setting Up Conference on Demand.................................... 4 15 Setting up a Hierarchical PathNavigator Architecture................... 4 17 What is Hierarchical Architecture?................................ 4 17 Advantages of Hierarchical Architecture........................... 4 17 Setting up a Hierarchical Relationship............................. 4 18 A Hierarchical Relationship example.............................. 4 20 Setting Up Firewall Traversal Support................................. 4 22 Supported Firewall Traversal Devices.......................... 4 22 Setting Up Firewall Traversal Support in PathNavigator.......... 4 22 Setting up PathNavigator and EdgeMarc for Firewall Traversal.... 4 23 Setting up PathNavigator and Cisco PIX for Firewall Traversal... 4 24 5 Monitoring Active Calls......................................................... 5 1 Columns in the List of Active Calls.............................. 5 2 General Tab.................................................. 5 3 Originator Tab............................................... 5 3 Destination Tab.............................................. 5 3 Buttons in the Active Calls Screen............................... 5 3 vii

PathNavigator User Guide Endpoints.......................................................... 5 4 Columns in the List of Endpoints............................... 5 5 Buttons in the Endpoints Screen................................ 5 6 Viewing Endpoint Details......................................... 5 7 General Tab.................................................. 5 7 Aliases Tab.................................................. 5 7 Addresses Tab............................................... 5 8 Terminal Tab (only applicable to terminals)...................... 5 8 Service Tab (only applicable to Gateways or MCUs)............... 5 8 Adding (Registering) an Endpoint.................................. 5 9 Registering an Endpoint.......................................... 5 9 Registering a Terminal as an Endpoint............................. 5 10 Registering a terminal through the Gatekeeper discovery process.. 5 12 Registering a terminal by specifying the Gatekeeper IP address.... 5 12 Registering a Gateway as an Endpoint............................. 5 13 Registering an MCU as an Endpoint............................... 5 15 Editing an Endpoint Registration.................................. 5 16 Removing an endpoint....................................... 5 17 Unregister.................................................. 5 17 View Log................................................... 5 17 Networks.......................................................... 5 17 Network Usage................................................. 5 17 Columns in the List of Networks.............................. 5 18 General Tab................................................. 5 19 WAN Link Usage............................................... 5 20 Columns in the List of WAN Links............................. 5 20 General Tab................................................. 5 21 Real-time Statistics.................................................. 5 22 Enabling Real-time Statistics...................................... 5 22 Network RTP Statistics........................................... 5 22 WAN Link RTP Statistics......................................... 5 23 6 Reporting Call Detail Record................................................... 6 1 Generating a Call Detail Record.................................... 6 2 Interpreting the Report........................................... 6 3 Columns in the Call Detail Generated Report..................... 6 4 CDR Description Tab......................................... 6 5 Q850 Codes.................................................. 6 6 Exporting Call Detail Records...................................... 6 8 Archiving Data.................................................. 6 9 Network and WAN Link Usage Reports................................ 6 9 viii

Contents Creating a Networks Usage Report................................ 6 10 Interpreting the Report.......................................... 6 11 Columns in the Network Address Generated Report............. 6 11 General Tab................................................. 6 12 Exporting Network Usage Report................................. 6 12 Archiving Data................................................. 6 13 Creating a WAN Link Usage Report............................... 6 13 Report Customization options................................. 6 14 Interpreting the Report.......................................... 6 15 Columns in the WAN Links Generated Report.................. 6 15 General Tab................................................. 6 15 Exporting a WAN Link Usage Report.............................. 6 16 Archiving Data................................................. 6 16 7 Diagnostics Errors....................................................... 7 1 Rogues...................................................... 7 1 Events...................................................... 7 1 Overview of the Diagnostic Screen..................................... 7 2 Columns in the Diagnostic List................................. 7 2 Buttons in the Diagnostic Screen................................ 7 3 Diagnostics Functions............................................ 7 3 Clear All Events.............................................. 7 3 Configuration................................................ 7 4 Types of messages............................................ 7 4 Stop Log/Start Log........................................... 7 5 Filter........................................................ 7 5 Clear Filter.................................................. 7 5 8 End User Experience Conference on Demand............................................... 8 1 Creating a Multipoint Conference on Polycom Endpoints............. 8 2 ViaVideo.................................................... 8 2 ViewStation.................................................. 8 2 ipower...................................................... 8 3 Creating a Multipoint conference with Other Endpoints............... 8 4 Phone Number............................................... 8 4 Example Dial String........................................... 8 4 Simplified Dialing................................................... 8 5 Dialing to Other Endpoints........................................ 8 5 IP Dialing Scenarios........................................... 8 5 ISDN dialing scenarios........................................ 8 6 ix

PathNavigator User Guide How Endpoints Are Reached Using Enhanced Features............... 8 6 Call Forwarding Services............................................. 8 7 Assigning Forwarding Numbers................................... 8 7 Automatically Set the Forwarding Service....................... 8 7 Set the Forwarding Service from the User Interface................ 8 7 Set the Forwarding Service Manually............................ 8 7 Example..................................................... 8 8 Turn Off the Forwarding Service................................... 8 8 Hunt Groups........................................................ 8 8 Joining a Hunt Group............................................. 8 8 Leaving a Hunt Group............................................ 8 8 Forwarding Calls Within a Hunt Group............................. 8 9 A Appendix H.323............................................................. A 1 What is a Gatekeeper?........................................... A 2 What Makes PathNavigator an Advanced Gatekeeper............... A 3 Call Dialing Scenarios............................................... A 4 Point-to-Point................................................... A 4 Intra-zone Point-to-Point..................................... A 4 Inter-zone Point-to-point Call................................. A 5 Point-to-Point Calls to Unregistered Endpoints.................. A 7 Calls through Gateways.......................................... A 8 Inter-zone call through a gateway (Alternate Routing)............ A 8 Dialing Outside the Enterprise to an H.320 Endpoint Using Simplified Dialing..................................... A 9 Dialing to an Endpoint through Another Network s Gateway (Least Cost Routing)........................................ A 10 Multipoint Conferencing........................................ A 11 Intra-zone MCU call........................................ A 11 Inter-zone MCU call........................................ A 12 Conference on Demand (Ad hoc Multipoint)................... A 13 Registering Polycom Video Endpoints................................ A 15 Polycom ViewStation........................................... A 15 Registration through the Gatekeeper Discovery Process......... A 15 Registration by Specifying the Gatekeeper IP address........... A 15 Registration by Provisioning................................. A 16 Polycom ViaVideo............................................. A 16 Registration through the Gatekeeper Discovery Process......... A 16 Registration by Specifying the Gatekeeper IP Address........... A 16 Polycom ipower............................................... A 17 Registration by Specifying the Gatekeeper IP Address........... A 17 x

Contents Troubleshooting Guide............................................. A 18 Installation and Upgrade........................................ A 18 Redundant Server Feature....................................... A 19 Registration................................................... A 20 Point-to-Point Calling........................................... A 23 MCU and Gateway Dialing...................................... A 26 Conference On Demand......................................... A 28 Hunt Groups.................................................. A 29 Error Messages.................................................... A 32 Polycom Technical Support......................................... A 35 Glossary.......................................................... A 36 Backing Up the PathNavigator Database.............................. A 41 SQL Tables Back-Up/Restore Procedures......................... A 41 Backing Up Tables.......................................... A 41 Restoring Tables............................................ A 42 Microsoft Access Database Back-Up/Restore Procedures............ A 42 Backing Up the Database.................................... A 42 Restoring or Replacing the Database.......................... A 42 Index.................................... Index 3 xi

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1 Welcome to PathNavigator PathNavigator is a highly flexible and easy-to-use advanced gatekeeper that is essential for the management and operation of real-time video communication networks. PathNavigator provides full functionality for video and audio traffic management over IP and ISDN networks. Users are able to place calls just like they were using a phone. They don t have to worry about the complex prefixes normally required to route IP-based calls. IT managers can set pre-defined policies and provide cost effective resources to ensure optimal bandwidth usage and routing, lowering costs dramatically. PathNavigator incorporates Gatekeeper functionality at no additional cost. In short, it does two things superbly: Makes video communications easier for users Gives IT managers better control over network resources PathNavigator includes a revolutionary Intelligent Network Routing Engine, which decreases communication costs by its unique least-cost routing protocol and bandwidth management capabilities. While cohesively managing network resources such as MCUs and gateways, PathNavigator also performs registrations, address translation, provisioning and call forwarding to voice mail or cell phones. This Intelligent Network Routing Engine enables Polycom OneDial, provides real-time management of calls, and the enterprise the opportunity to truly maximize the power of video communications. Polycom OneDial enables Conference on Demand the ability to make multipoint calls from single-point endpoints on the network. Users can also call using aliases or dial just like a phone; the Routing Engine will automatically add or remove any prefixes, area codes and route calls using best resources at the least cost. Just like an enterprise telephone, users can now use 4-digit dialing for internal calling or 9 plus number dialing for external callers. It even ensures security by allowing remote users to be included over VPN. Using PathNavigator facilitates the ease of deploying a dial plan within the enterprise. The result is the satisfaction of video users throughout your organization. The simulation of the telephony experience with PathNavigator makes video dialing easy for end users. 1 1

PathNavigator User Guide What s New in Release 7.0 PathNavigator version 7.0 includes the following additions and enhancements: RTP Statistics - Monitor latency, jitter, or packet loss real time for determining call quality for endpoints that support H.460.9. Extended Error Messaging- PathNavigator will send proprietary codes to the VSX that will be interpreted in laymen s terms to let the end user know why the call cannot connect or why it disconnected. Windows Server 2003 - Support for the latest Windows server platform. Upgrade PathNavigator and the Server OS. Firewall Traversal support - Interoperates with Cisco PIX and Edgewater Networks EdgeMarc to enable internet and inter-enterprise calling Bandwidth Authorization - Allows calls scheduled through Polycom Conference Suite to have higher priority than ad hoc calls. Enhanced Call Detail Records - More detailed Call Detail Records (CDRs) including Q.850 cause codes. About the Documentation About the User Guide The PathNavigator User Guide provides comprehensive information on how to set up and operate PathNavigator for an efficient video communications network. A PDF version of this user guide is provided in the Documentation folder on the PathNavigator CD. In addition, you can obtain the User Guide from the Polycom Resource Center. The user guide is designed to be used as a reference tool for Polycom video communications network management. Most of the chapters present information in the order in which features are presented in the PathNavigator user interface. In addition to the reference-oriented chapters, this user guide includes details on how to set up the following advanced features, which are discussed in Chapter 4, Setting Up Enhanced Features. 1 2

Welcome to PathNavigator Provisioning Direct Inward Dial (DID) Provisioning Gateway and Extension Dialing Simplified Dialing Alternate Routing Least Cost Routing Conference on Demand About the Online Help An Online Help system has been integrated with PathNavigator. The Help contains the same information in the User Guide and offers immediate access when operating PathNavigator. To access the Help, click the question mark button at the top-right of the PathNavigator screen. Conventions Used in the Documentation Points out that the features and functionality or instructions noted are crucial. Warning Points out that the following action will affect the operation of PathNavigator. Bold Text: Indicates that these are command buttons or terms emphasizing a function in PathNavigator. AAA > BBB > CCC: Represents a menu or selection tree. Items encased by quotes : Refers to on-screen items selected with the mouse. 1 3

PathNavigator User Guide 1 4

2 Getting Started The following information found in this chapter will help you get PathNavigator into operation mode. System Requirements Installation Licensing Using the PathNavigator Web Interface System Requirements Minimum Server Requirements PathNavigator REQUIRES an external database software and operating system licenses in order to operate. These are NOT included with the PathNavigator software. Hardware Requirements Processor: Pentium III Processor at 500 MHz or higher Memory: 512 MB RAM Operating System Requirements One of the following operating systems is required: Windows 2000 Server (Service Pack 2 optional but recommended) Windows 2000 Advanced Server with Service Pack 1 Windows 2003 Server Microsoft Internet Information Services 4.0 with Service pack 2 or Microsoft Internet Information Services 5.0 Microsoft Access or SQL 7.0 or higher Note that SQL must be installed on a separate server. 2 1

PathNavigator User Guide License-specific Database and Hardware Requirements Licensed Endpoints Database PathNavigator Server Hardware 25 Microsoft Access, Microsoft SQL PIII-500 MHz or better 100 Microsoft SQL PIII-650 MHz or better 500 Microsoft SQL PIII-1.4 GHz or better 1000 Microsoft SQL PIII-1.4 GHz or better 3000 Microsoft SQL P4 1.9 GHz or better Polycom PathNavigator requires external database software and operating licensing in order to operate. These are NOT included with the Polycom PathNavigator software. Please check with Microsoft for specific server requirements. Client System Requirements Client systems need the following operating system and software: Operating System: Windows 2000, 98, ME, and XP Browser: Internet Explorer 5.5 or higher Installation During installation of the PathNavigator software, you will need to enter your license key codes. Before starting the installation, be sure to activate them as described under Instructions for Licensing on page 2-11. Warning Running scheduled virus scans utilizes a great percentage of the CPU processing capabilities. During this time programs that access the database cannot write rapidly to the database. Hence, congestion can occur with programs such as PathNavigator. It is recommended to not run scheduled scans, but to run passive scans. Alternatively, using a faster processor for the SQL server can alleviate the congestion of PathNavigator writing to the SQL database during a scheduled scan. 2 2

Getting Started Installing the Software o install PathNavigator, log onto the system as the administrator or use an administrative account. The software can only be installed locally. It cannot be installed onto a networked drive. If you are installing PathNavigator in conjunction with a WebCommander, be sure to read the WebCommander Release Notes before installing PathNavigator. To install the software 1 Double-click Setup.exe. and follow the on-screen instructions. 2 When the View Release Notes screen appears, click the View Release Notes button. Read through the Release Notes for the latest information that impacts installation. When you are ready, click Next to go on to the next screen. Figure 2-1 PathNavigator Installation - View Release Notes When you click Next after the View Release Notes screen, PathNavigator checks to make sure you have the necessary version of several Windows utilities: mdac_type.exe, Jetinstall.exe, and JetSP5_W2K.exe. If it does not find one or more of these utilities, or if it finds older versions of them, it will display a message that you need to install the appropriate version of the utility from the folder System_Update_Resources on the PathNavigator CD. The installation will halt so that you can install these utilities. After installing them, restart the PathNavigator installation. 2 3

PathNavigator User Guide 3 At the Select PathNavigator Installation Type screen (Figure 2-2), select whether to install this PathNavigator as a stand-alone primary server or as a backup redundant server. If you will be setting up redundant servers, install the primary server first and select the first option. If choosing a backup server, the primary server must already be installed. The installation will not let you proceed if you select the option to install as a backup server before installing a primary server. Redundant configuration requires an additional IP address and also requires that the redundant server exist on the same subnet as the primary server. Figure 2-2 PathNavigator Installation - Select Installation Type 2 4

Getting Started 4 At the License Key Code screen, enter the serial number and keycode. If you are installing the backup server, enter the Redundancy keycode. (This field only displays during backup installation.) Figure 2-3 PathNavigator Installation - License Key Code 5 Accept the End User License Agreement (Figure 2-4) and enter the User Name and Organization in the Customer Information screen (Figure 2-5). Figure 2-4 PathNavigator Installation - License Agreement 2 5

PathNavigator User Guide Figure 2-5 PathNavigator Installation - Customer Information 6 On the Setup Type screen (Figure 2-6), choose Complete or Custom. Complete installation automatically installs the application in a folder created in: Drive:/ Program Files > Polycom > PathNavigator. Custom installation allows you to specify the directory into which the application will be installed. Figure 2-6 PathNavigator Installation - Setup Type 2 6

Getting Started 7 Specify Database Provider (Figure 2-7): Local database source (Microsoft Access) Remote database source (Microsoft SQL Server) If you are installing a backup server, the screen shown in Figure 2-7 will not be displayed and the Remote database Source option will automatically be chosen for you, since the Redundant server feature only works with an SQL server. Figure 2-7 PathNavigator Installation - Specify database provider 8 If you chose Local database source in Step 7, the Ready to Install the Program screen appears. Click Install. If you chose Remote database source in Step 7, turn to the next page for more information. 9 On the final screen, click Finish. 2 7

PathNavigator User Guide For Microsoft SQL Server Option When you specify Remote Database Source in Step 7 of the installation process, you are prompted to enter some additional information, as shown in Figure 2-8. 1 Specify how the SQL Server should specify the authenticity of the login ID. If your network uses Windows NT authentication, the information required is the normal logon information for your domain. If your network uses SQL Server authentication, the information required is an SQL Server machine name and an SQL server administrator name and password. Figure 2-8 PathNavigator Installation - Create a Data Source to SQL Server 2 Enter a machine name or IP address where the database provider is running. The drop-down list shows the SQL servers on the network. Local is the default and implies that SQL and PathNavigator are installed on the same server. 2 8

Getting Started 3 If you selected Windows NT authentication, you are prompted to login. Specify the Login ID and password of the SQL Server System Administrator. (Figure 2-9) Figure 2-9 PathNavigator Installation - Windows NT Authentication 4 On the next screen, click Install. 5 On the final screen, click Finish. Upgrading the Software To upgrade PathNavigator, log onto the system as the Administrator or use an administrative account. The software cannot be installed onto a networked drive. It can be installed remotely through terminal services. It is recommended that the databases be backed up prior to upgrading the application. For instructions on backing up the database, see Backing Up the PathNavigator Database on page A-41. Follow these main steps to upgrade the software. Refer to Installing the Software on page 2-3 for screenshots. If you have a redundant system, see the discussion under Upgrading the Software on an Active Redundant System on page 2-10 before proceeding. 1 Double-click Setup.exe. 2 Follow on-screen instructions. 3 Accept the End User License Agreement. 4 Choose complete or custom. 5 Click Install. 2 9

PathNavigator User Guide Upgrading the Software on an Active Redundant System The best way to upgrade an active redundant system is as follows: 1 On the Redundant PathNavigator System, go to the Redundant Server page (Configuration > General > Redundant Server) and determine the current primary and backup server. 2 Upgrade the backup server first. By upgrading the Backup Server first, the Redundant system will be deactivated but the primary will continue to run. Upgrading the backup system will not upgrade the SQL database. Important: Do not re-activate the redundancy system until both servers have been upgraded. 3 After the backup as been upgraded, upgrade the Primary Server. It is important that redundancy remains de-activated in order for the SQL database to be upgraded to support the new PathNavigator version. After both Backup and Primary servers have been upgraded, you should be able to re-activate the Redundancy System. Licensing Licenses in PathNavigator are based on the number of subscribed endpoints. PathNavigator allows you to enter of multiple license keys. Each of these keys will correspond to one of our predefined seat licenses: 25, 100, 500, 3000. These licenses will combine to form the number of endpoints that can register with PathNavigator and the number of concurrent calls. Adding More Licenses: In order to increase the number of licenses that are currently supported, your company can purchase a new license pack of 25, 100, 500, or 3000. This pack is a full version of PathNavigator with a new license key on the package. This new license key can be added to the current installation of PathNavigator to increase the seat count appropriately. Table 2-1 License Capacities License Pack Maximum Number of Registrants Maximum Number of Concurrent Calls 25 25 12* 100 100 30 500 500 150 3000 3000 600 2 10

Getting Started * The 25-pack supports 8 concurrent calls, but when used with the MGC, it will support up to 12 concurrent calls at no additional cost. However, if you bought a second 25-pack (with the server now supporting 50 registrants), it would only support 15 concurrent calls, not 24. Instructions for Licensing Proper licensing is necessary to operate PathNavigator. In order to activate PathNavigator, all license keys must be activated and converted into a key code. Entering the key code is required during installation of the software. If you increase seat count or add a redundant server, you will register licenses for those additions as well, receive a key code, and enter it on the Configuration > General > License screen. For details, see Adding Additional Seat Licenses or a Redundant Server License on page 2-12. Installing Licenses for the first time 1 Launch a web browser and go to this URL: http://extranet.polycom.com. 2 If necessary, create a New User Account. If you already have a user account, log in. 3 In the left-hand menu, click Product Activation and then click Network Management. 4 In the list of products, click Activate PathNavigator. 5 In the License Number field, enter your license number and press Tab. The license number is located on the label of the packaging. 2 11

PathNavigator User Guide 6 Check the First time Installation check box. Your first-time license number becomes your Serial Number, and is copied into the Serial Number field, as well. If you add additional licenses in the future, you will use this same serial number. 7 Click Generate. Adding Additional Seat Licenses or a Redundant Server License When you add additional seat licenses, whether for a primary or redundant servers, you first activate your license and obtain a key code, and then enter the key code on the Configuration > General > License page in PathNavigator. When you activate your license, you will need your previous serial number. You can find this number in PathNavigator, on the Configuration > General > License page. You can also find it in the historical pages of the Polycom Resource Center Product Activation page. Although the serial number is normally as long as a license number, under certain circumstances the serial number will appear as only eight (8) digits on the Configuration > General > License page screen and the Product Activation history. In this case, you should only enter the eight-digit number. 2 12

Getting Started To add additional seat licenses 1 Launch a web browser and go to this URL, http://extranet.polycom.com 2 Log on and then in the left-hand menu, click Product Activation and then click Network Management. 3 In the list of products, click Activate PathNavigator. 4 Enter your license number and your serial number for PathNavigator. 5 Click Generate. A key code is created for your license number and displays on the screen. 6 Highlight and copy the key code. 7 Log in to PathNavigator and go to Configuration > General > License. Figure 2-10 Configuration > General > License 2 13

PathNavigator User Guide 8 To add license for more seats, click Authentication Code. Figure 2-11 Configuration > General > License > Authentication Code Enter the Key code and serial number and click Submit. 9 To add licenses for more seats on the redundant server, click Redundancy Authentication and enter the Key code. Figure 2-12 Configuration > General > License > Redundancy Authentication Enter the Key code and click Submit. You only have to enter the redundancy authorization key code on one of the servers; it is automatically copied to the other server. 10 On the License page, the Licensed capacity should reflect the consolidated number of license key types entered. 2 14

Getting Started Premier Service PathNavigator comes with an initial 90-day warranty entitling the customer to maintenance support including software updates (bug fixes), as well as software upgrade (new feature) releases. Bug Fixes may come in the form of a new revision of software or just a patch release. Once the initial 90-day period is over, if the customer wishes to continue to receive support, updates, and new product releases, purchasing a maintenance contract is the most economical solution. Customers should contact their Polycom Reseller or a Polycom Sales representative for details. Receiving Key Codes: If your installation is under maintenance, when there is a new release you will receive a notification that contains the key code that will enable you to upgrade to the corresponding release of PathNavigator. 2 15

PathNavigator User Guide Using the PathNavigator Web Interface Accessing the Web Interface This section includes the following topics to help you get started working with the PathNavigator Web Interface: Accessing the Web Interface Overview of the PathNavigator Screen Web Page Functionality Logging in 1 To access the web interface, start Internet Explorer and enter the following in the Address field. http://systemname/pathnavigator or http://system_ip_address/pathnavigator 2 In the Log On field, type in Admin. 3 If this is the first time you are accessing the application, the password is left blank. You can modify the password settings later at: Configuration > User Administration. After you log in, the Monitor screen displays. Figure 2-13 Monitor > Active Calls Logging out >> To Log Out of PathNavigator, click the Log Out button on the bottom left corner of the screen. 2 16

Getting Started Overview of the PathNavigator Screen Figure 2-14 Parts of the screen when a form is in view Figure 2-15 Parts of the screen when a list of items are shown Throughout this documentation, directions to individual pages within PathNavigator are shown like this: Monitor > Endpoints is the path to the screen shown in Figure 2-14. Configuration > General > Registration Policy is the path to the screen shown in Figure 2-15 When a path to a feature includes clicking a function button, the button name appears at the end of the path, like this: Monitor > Endpoints > Add 2 17

PathNavigator User Guide Web Page Functionality Adjusting column widths Many pages in Path Navigator list information in a table format. The column widths in these tables are adjustable. To adjust the column width, point to the white line that separates the column header of interest until a four-way pointer appears. Press and drag the pointer to the right or left to adjust the column width as desired. Columns pushed off to the right of the screen will not be visible until the column sizes are reduced again. Sorting All column headers for the List are sortable. When the column header is clicked on, a red arrow will appear indicating the sort direction. An arrow pointing down provides the ascending order of the list and an arrow pointing up provides the descending order of the list. Navigating in PathNavigator When navigating through the application, it is best not to use the browser back button. About PathNavigator PathNavigator functionality is grouped into four main sections: Monitor Section Configuration Section Reports Section Diagnostics Section A short description of what s included in each section is provided below. Details about each section are described in related chapters throughout the remainder of this guide. 2 18

Getting Started Monitor Section In the Monitor section of PathNavigator, you can access the Active calls, Endpoints, Network Usage, and Real-time Statistics pages. The Monitor > Active Calls page is the default screen that you see upon login. Active Calls All current calls are listed on this page. Detailed information for each call is provided in the tabs below. Endpoints Endpoints currently registered with PathNavigator are listed on this page. Endpoints and their properties can be added or modified here. Network Usage Network usage includes pages for: WAN Link Usage Details how many calls and the bandwidth used on WAN Links. Network Usage Details how many calls and the bandwidth used on LANs. Real-time Statistics Real-time statistics includes pages for: Network RTP Statistics WAN Link RTP Statistics Configuration Section In the Configuration section of PathNavigator, you can access pages to configure General Configuration, Services, Routing and Policies, Neighbor Gatekeeper, and User Administration General Configuration General Configuration includes pages for entering license information and for configuring the server, registration policies, call policies, gatekeeper authorization, redundant server, alternate gatekeeper, reports, and real-time statistics. Services Services includes pages to enable system services such as call forwarding and hunt groups, register Gateway and MCU services, and create and enable Hunt Groups. 2 19

PathNavigator User Guide Routing and Policy Routing and Policies include pages for: Group Policies Enables bandwidth management and determines alternate routing policy. Least Cost Routing Creating tables defining costs and dialing information so that PathNavigator can determine the least cost route for any given call. Network Topology Defining Networks, Network Addresses and WAN Links. Neighbor Gatekeepers Neighbor Gatekeeper includes pages for: Informing PathNavigator of other neighbor gatekeepers to facilitate more efficient routing. Setting local zone prefixes so that PathNavigator knows what prefixes its neighbor gatekeepers are using when calls are routed to PathNavigator. User Administration User Administration includes pages for setting up Groups and Users for access to the PathNavigator user interface, determining permission levels for Groups, and placing users into defined groups. Reports Section In the Reports section of PathNavigator, you can see on-screen reports and save them to CSV format. Call Detail Record Generate call detail reports. Network Usage Generate reports on network utilization. WAN Link Usage Generate reports on WAN Link utilization. 2 20