MGC WebCommander Web Server Manager

MGC WebCommander Web Server Manager Installation and Configuration Guide Version 8.0

Copyright 2006 Polycom, Inc. All Rights Reserved Catalog No. DOC2138B Version 8.0 Proprietary and Confidential The information contained herein is the sole intellectual property of Polycom, Inc. No distribution, reproduction or unauthorized use of these materials is permitted without the expressed written consent of Polycom, Inc. Information contained herein is subject to change without notice and does not represent commitment of any type on the part of Polycom, Inc. Polycom and Accord are registered trademarks of Polycom, Inc. 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.

Table of Contents Introduction....................................... 1-1 MGC Web Server Architecture................................. 1-1 The Network Server...................................... 1-3 Server Requirements......................................... 1-5 Prerequisites............................................... 1-5 Installation and Configuration Flow............................. 1-6 Installation Flow at a Glance................................... 1-7 About MGC WebCommander Server Manager Installation Guide..... 1-9 Conventions...............................................1-10 Internet Information Service (IIS) Installation............ 2-1 Installing the IIS Application (Windows NT Workstation/Professional Only)... 2-2 Installing the Internet Service Manager Application (Windows NT Workstation Only)........................................... 2-3 SQL Server Installation.............................. 3-1 Installing Windows NT Service Pack 4.0.........................3-2 Installing the SQL Server..................................... 3-3 MGC Web Server Manager Installation................. 4-1 Prior to Installation and Software Upgrade........................ 4-2 Backing Up the SQL/MSDE Database....................... 4-2 Backing up the Access Database............................ 4-4 Product Validation........................................... 4-5 Installing the MGC Web Server and MGC Web Server Manager Application... 4-8 Installation Wizard................................... 4-9 Configuration...................................... 5-1 SQL Server Configuration (For SQL/MSDE Server Installations Only). 5-2 Existing WebCommander Users Upgrading to the SQL/MSDE Database..................................................... 5-3 Registering the SQL/MSDE Database in the SQL Enterprise Manager...5-3 Restoring the SQL Server................................ 5-11 i

Table of Contents Registering the SQL Database in the ODBC Data Sources.......... 5-18 Registering the Access Database in the ODBC Data Sources........ 5-24 Defining the MGC Web Server Security Properties................ 5-29 Windows NT Server.................................... 5-29 Windows 2000 Server................................... 5-36 Windows 2003 Server................................... 5-43 Selecting the User Account for Accessing the MGC Web Server..... 5-53 Starting up the Server................................ 5-57 Selecting the User Account for Accessing the WAM Server......... 5-60 Starting up the WAM Server.......................... 5-63 Optimizing E-mail Delivery on the Server....................... 5-66 Integrating Polycom PathNavigator............................ 5-70 Connecting to the PathNavigator Database................... 5-71 Updating the Database...................................... 5-81 Configuring the Polycom Datastore Database.................... 5-85 Configuring the Internet Information Service (IIS) for Windows Authentication............................................. 5-88 Configuring the MGC Web Site to work in Windows Authentication Mode in Windows NT/2000........................... 5-88 Configuring the MGC Web Site to work in Windows Authentication Mode in Windows 2003.............................. 5-90 Defining MGC WebCommander Users in the MGC Server Manager................................................. 5-92 Configuring the WebCommander as an External Database application for User Authentication......................................... 5-93 System.cfg Flags Configuration........................ 5-93 Configuring the MGC Web Server Manager..................... 5-97 Configuring the Party Headers Order...................... 5-104 MGC Personal Scheduler Plug-in Configuration................. 5-108 Personal Scheduler Configuration......................... 5-110 Remote Installation of the Personal Scheduler Client.............. 5-120 Deploying the Client Application Manually by Individual Users. 5-120 Deploying the Client Application Automatically to Individual Users.....5-122 Installing and Configuring the MGC Web Server Client........... 5-126 Installation Wizard.................................... 5-126 ii

Configuring the Client s Database........................ 5-135 SSL (Secure Socket Layer) Configuration...................... 5-138 Detailed Description................................... 5-138 Troubleshooting................................... 6-1 Configuring the IIS to Work with the MGC Web Server............. 6-1 WebCommander Troubleshooting Page.......................... 6-6 Login Error................................................ 6-7 MGC WebCommander Configuration Tool.............. 7-1 Starting the WebCommander Configuration Tool.................. 7-2 Customizing the WebCommander Web Site....................... 7-3 The Login Page Tab..................................... 7-3 Main Frame Background, Button Background and Text Colors 7-3 MGC WebCommander Languages....................... 7-5 Images and Text..................................... 7-6 HTML Editing...................................... 7-8 Background Image................................... 7-9 Link.............................................. 7-10 The General Settings Tab................................ 7-11 Top Banner........................................ 7-11 Buttons - For Internet Explorer users only................7-12 Colors............................................ 7-13 Links............................................. 7-13 Background Image.................................. 7-13 The Pop-up Windows Tab................................ 7-14 Colors............................................ 7-14 The Parties Lists Tab.................................... 7-15 Title Bar.......................................... 7-15 Rows............................................. 7-16 The Main Menu Tab.................................... 7-16 Colors............................................ 7-17 Left Links.........................................7-17 Buttons - for Internet Explorer users only................ 7-17 Lists.............................................. 7-17 Rows............................................. 7-17 Logo............................................. 7-18 iii

Table of Contents Link.............................................. 7-18 The Meeting Director Tab................................ 7-18 Menu............................................. 7-19 Links............................................. 7-19 Colors............................................ 7-19 The Meeting Scheduler Tab.............................. 7-20 Menu............................................ 7-20 Links............................................. 7-20 The Reservations (Calendar) Tab.......................... 7-21 Menu............................................. 7-22 Links............................................. 7-22 Backgrounds....................................... 7-22 Calendar.......................................... 7-22 iv

1 Introduction The MGC Web Server Manager application is the user interface to the MGC Web Server. The MGC Web Server Manager allows the user to communicate via the Web Server with the MCUs. It provides database access via the Web pages and manages the Web site that contains the reservation pages. MGC Web Server Architecture The MGC Web site is a location on a computer network. It contains reservation information in the form of different web pages that can be accessed by users logging into the site with browser applications such as Microsoft Internet Explorer or Netscape Communicator. 1-1

Chapter 1 - Introduction The Internet client connects to the Web site located on the Internet server and, via the MGC Web Server, gains access to the reservation pages, the database tables, and the MCU that runs the conference. Internet users Access the MGC WebCommander site via Internet Browser Public Database MGC Manager Application Internet MGC Manager Application Hosts the: * MGC Web Server * MGC Web Server Manager application * MGC WebCommander site MCUs MGC Manager Application Internet Server and Database Server (optional) LAN 1-2

MGC Web Server Manager Installation and Configuration Guide The Network Server The network server contains the following applications: Database Server (SQL server or the Access application): enables access to various database tables, such as MCU list, Users list, and Groups Internet Information Services (IIS) Server: runs the Web pages and enables users to access these pages via the Internet and make conference reservations MGC Web Server: communicates with the IIS server, the Database Server, and the MCUs. This is the core of all the data exchange performed in the Web site. MGC Web Server Manager users manage the MCUs connected to the Server, add database accesses via the Web pages, and manage the reservation pages MGC Web Server Manager Application MGC Web Server Internet Information System Database Server The SQL server and the IIS server can be installed on separate servers, however it is recommended that all three server-applications be installed on the same network computer. From the MGC WebCommander Server Manager the following tasks are performed: Connect/disconnect MCUs Define access rights (Permissions) to the various modules of the MGC Web Server Manager application Define Groups to organize the database. Users can only access Groups to which they are assigned. Reservation and Participant templates are 1-3

Chapter 1 - Introduction created from within a Group and can be viewed only by users who have access rights to that Group Define the MGC Web Server Manager users and assign access rights and permissions Define the conference, participant and general system default parameters. Users cannot modify most of these parameters if they do not have the appropriate access rights These tasks are described in detail in the MGC Web Server Manager User's Guide. 1-4

MGC Web Server Manager Installation and Configuration Guide Server Requirements PC with Pentium III, 400MHz (or higher) processor. 64 MB RAM. Recommended, 128 MB RAM. Windows NT Server, Windows 2000 Server, or Windows 2000 Advanced Server, Windows 2003 Server (the last three are mandatory for Japanese and Chinese language support) Microsoft IIS version 4.0 with Service Pack 4.0. For Japanese and Chinese language support, Microsoft IIS version 5.0 with Service Pack 1.0 is required. Free hard disk space: For MGC Web Server Manager application - 20 MB For database records 30 MB If SQL server is to be installed - 200 MB Database Software: With the WebCommander and MGC Personal Scheduler it is recommended to use Microsoft SQL Server database. Microsoft Access can be used for the MGC Manager application When integrating the Polycom PathNavigator database, use the Microsoft SQL Server version 7.5 or the SQL 2000 application. In this case, Windows NT Service Pack 4.0 or later is required. 15" SVGA Monitor, 600 x 800 pixels. Recommended 17" monitor. Prerequisites This document assumes that the user has the following knowledge: Familiarity with the Windows NT environment and interface Basic knowledge of videoconferencing concepts 1-5

Chapter 1 - Introduction Installation and Configuration Flow The installation and configuration of the MGC Web Server and MGC Web Server Manager application include the following steps: IIS Installation The installation of the IIS (Internet Information Service) can be skipped if it is already installed in the system. For details, see Chapter 2. SQL Server Installation This step can be skipped if the SQL/MSDE Server is already installed in the system, or if you are using the Access database. For details, see Chapter 3. MGC Web Server Installation For details, see Chapter 4. SQL Server Configuration Registering the Database in ODBC This step is skipped if you are using a local Access database only and no SQL/MSDE Server is installed in the system. For details, see Chapter 5. For details, see Chapter 5. Defining the Server Security Properties MGC Web Commander Configuration For details, see Chapter 5. For details, see Chapter 5. 1-6

MGC Web Server Manager Installation and Configuration Guide Installation Flow at a Glance Install the IIS server if it is not installed; follow the on-screen instructions. Install the SQL server if it is not installed; follow the on-screen instructions. If you are installing the SQL server in a non-latin environment, see note in Chapter 3, page 3-3. Install the MGC Web Server and the MGC WebCommander Server Manager application; follow the on-screen instructions. In the Setup Type window, select Client to install the MGC Web Server Manager application on a computer other than the computer running the MGC Web Server. To install the MGC Web Server and the MGC Web Server Manager application on the same computer, select the appropriate Server. In the Site Alias Name window, enter the Alias name, which automatically redirects participants to the most updated Web site in the event that the address changes. Configure the database provided with the MGC Web Server Manager, and define the MGC Web Manager security and user account. Register the SQL database supplied with the MGC Web Server Manager with the SQL Server, if one is installed. For a detailed description, see Chapter 5, SQL Server Configuration (For SQL/ MSDE Server Installations Only) on page 5-2. Register the SQL database supplied with the MGC Web Server Manager application in the ODBC Data Source (from the Control Panel). For more details, see Chapter 5, Registering the SQL Database in the ODBC Data Sources on page 5-10. Register the Access database supplied with the MGC Web Server Manager application in the ODBC Data Source (from the Control Panel). For more details, see Chapter 5, Registering the SQL Database in the ODBC Data Sources on page 5-10. (Optional) Register the PathNavigator SQL database in the ODBC Data Source. For more details, see Chapter 5, Integrating Polycom PathNavigator on page 5-21. (Optional) Register the Polycom Datastore database in the ODBC Data Source and configure it to work with the Web Server 1-7

Chapter 1 - Introduction Manager. For more details, see Chapter 5, Configuring the Polycom Datastore Database on page 5-29. Define the security properties of the MGC Web Server (ConfSiteV8_0 and ConfPollerSiteV8_0 in the IIS. For more details, see Chapter 5, Defining the MGC Web Server Security Properties on page 5-31. Select the User Account in the Services (from the Control Panel) for accessing the MGC Web Server. For more details, see Chapter 5, Selecting the User Account for Accessing the MGC Web Server on page 5-36. In the MGC Web Server Manager application, on the Options menu, click Web Configuration. In the Web Configuration dialog box, in the Accessible Database from Web list, select the database to be accessed from the Web by the MGC WebCommander users. For more information, see Chapter 5, Configuring the Internet Information Service (IIS) for Windows Authentication on page 5-49. In the Language Database Selection for Web list, select the database from which the text strings to be displayed in the dialog boxes and Web pages will be taken. For more information, see Chapter 5, Configuring the Internet Information Service (IIS) for Windows Authentication on page 5-49. To enable the Meet Me Per Conference and Meeting Rooms options in your site, the Virtual Conference Suite must be installed on the MCU s hardware. To use the e-mail notification option, the SMTP module must be installed in the Windows NT/2000 Server. 1-8

MGC Web Server Manager Installation and Configuration Guide About MGC WebCommander Server Manager Installation Guide The MGC Web Server Manager Installation Guide includes the following topics: Chapter 1 - Overview Provides a general description of MGC WebCommander Server, its configuration and its main features. In addition, this chapter includes a concise description of the installation and configuration procedure with references to the appropriate sections in this guide. Chapter 2 - Internet Information Service (IIS) Installation Includes step-by-step instructions for installing the Internet Information Service. This chapter may be skipped if the IIS is already installed on your server. Chapter 3 - SQL Server Installation Includes step-by-step instructions for installing the SQL server if you wish to use this database application for the MGC WebCommander. This chapter may be skipped if the SQL Server is already installed on your server. Chapter 4 - MGC Web Server Manager Installation Includes step-by-step instructions for installing the MGC WebCommander Server/Client and the MGC WebCommander Server Manager application. Chapter 5 - Configuration Includes step-by-step instructions for configuring the SQL Server, registering the database in the ODBC, configuring the MGC Web Server Manager and installing the MGC Web Server Manager client application. Chapter 6 - Troubleshooting Describes the various operations and procedures that can be performed when you have problems connecting to the MGC Web Server. Chapter 7 - MGC Web Configuration Tool Describes the various windows of the MGC Web Configuration Tool. This tool enables you to select the languages in which the Web pages may be displayed, the color scheme and logos of the different pages. 1-9

Chapter 1 - Introduction Conventions The term "Double-click" is used when you need to click twice on an entry to modify it. The term "Select" or "Click" is used to highlight a part of the window, dialog box or menu, to be changed with your next action. The term "Right-click" is used when you press the right mouse button on an entry to open a pop-up menu. The term "Click OK" means that you can either click the OK button with the mouse, or press the <Enter> key on the keyboard. Keyboard keys appear between the two symbols: < >. For example, the Shift key appears as <Shift>. The plus sign (+) between two key names indicates that you must press and hold down one key while pressing down the second key. For example, "press <Alt>+<P> means that you press and hold down the Alt key while you press the P key. Bold type appearing in the text, or in a procedure indicates the word or the character that you should type into a text box from the keyboard. It is also used to indicate the name of the menu, button or function that you should select. Italic type appearing in the text or in a procedure indicates the name of menu, dialog box or field from which an option should be selected or into which parameters should be entered. Tips and notes appear in a different typeface. For example: This is an example of notes that you may encounter throughout this Guide. 1-10

2 Internet Information Service (IIS) Installation IIS Installation This chapter describes the installation of the IIS. This chapter can be skipped if you have Windows 2000 & 2003 Server installed or if the IIS Server is already installed on your server. SQL Server Installation MGC Web Server Installation SQL Server Configuration Registering the Database in ODBC Defining the Server Security Properties MGC Web Commander Configuration 2-1

Chapter 2 - Internet Information Service (IIS) Installation Installing the IIS Application (Windows NT Workstation/Professional Only) The user must be logged in with administrator rights on the server to install the IIS. To install the Internet Information Services Application: 1. Insert the Windows NT Option Pack CD into the CD drive. 2. Using the Windows NT browser or any other file management application, display the list of files stored on the CD. 3. Double-click the Setup icon. The Setup Wizard opens. 4. Click the Install hyperlink in the left frame. 5. Click the Install Windows NT 4.0 Option Pack hyperlink. The File Download window opens. 6. Click the Run this program from its current location option and then click OK. A window indicating the installation destination path opens. 7. Click OK to continue. The Windows NT 4.0 Option Pack Welcome window opens. 8. Click Next. The End User License Agreement window opens. 9. Click Accept. The Installation Type window opens. 10. Click the Typical button to select the installation type. 11. Select the target directory for the IIS installation and click OK. The system installs the IIS application in the selected directory. 12. When the installation is complete, restart Windows NT. For a more detailed explanation on installing the IIS server, refer to Microsoft documentation. 2-2

MGC Web Server Manager Installation and Configuration Guide Installing the Internet Service Manager Application (Windows NT Workstation Only) If you are using Windows NT Workstation and not Windows NT Server or Windows NT Professional, the Internet Service Manager must be installed. This procedure should be performed only for MGC Web Server Client installations. For more details, see see Chapter 4, Installing the MGC Web Server and MGC Web Server Manager Application on page 4-2. To install the Internet Service Manager Application: 1. Restart Windows NT and insert the Windows NT Option Pack CD into the CD drive. 2. Using the Windows NT browser or any other file management application, display the list of files stored on the CD. 3. Double-click the Setup icon. The Setup Wizard opens. 4. Click the Add/Remove button. 5. Select Personal Web Server from the list, and click the Show sub components button. 6. Click on the Internet Service Manager option from the list, and click OK. 7. The Internet Service Manager application is installed. For a more detailed explanation on installing the Internet Service Manager, refer to Microsoft documentation. 2-3

Chapter 2 - Internet Information Service (IIS) Installation 2-4

3 SQL Server Installation IIS Installation This chapter describes the installation of the SQL server. This chapter can be skipped if you are using only the Polycom Datastore or Access database provided with the MGC WebCommander application. SQL Server Installation MGC Web Server Installation SQL Server Configuration Registering the Database in ODBC Defining the Server Security Properties MGC Web Commander Configuration 3-1

Chapter 3 - SQL Server Installation Installing Windows NT Service Pack 4.0 The Windows NT Service Pack 4.0 should be installed prior to installing the SQL Server to ensure the SQL Server operates smoothly. To install the Windows NT Service Pack: 1. Insert the Windows NT Service Pack 4.0 CD into the CD drive. 2. Using the Windows NT browser or any other file management application, display the list of files stored on the CD. 3. Double-click the Setup icon. The Setup Wizard opens. 4. Click the Install Service Pack 4.0 option in the Section Contents list. The File Download window opens. 5. Click the Run this program from its current location option, and then click OK. A window indicating the installation destination path opens. 6. Click OK to continue. The Windows NT 4.0 Service Pack Welcome window appears. 7. Click Next. The End User License Agreement window opens. 8. Click Accept. 9. Click the Install button. 10. At the end of the installation, restart Windows NT For a detailed explanation on installing Windows NT Service Pack 4.0 refer to Microsoft documentation. 3-2

MGC Web Server Manager Installation and Configuration Guide Installing the SQL Server The user must be logged in with administrator rights on the server to install the SQL. To install the SQL Server: 1. Insert the SQL Server CD into the CD drive. The Setup Wizard window opens. 2. Double-click the Setup icon. The Setup Wizard opens. 3. Click the Install SQL Server 7.5 and components option. 4. Select the Desktop Edition option. The File Download window opens. 5. Click the Local Install to local disk option, and then click Next. 6. Click Next again to continue. The Installation Type window opens. 7. Click Typical, and then click Next. The Service Accounts window opens. Installing SQL in workstations having Windows NT with non-latin Language support (Chinese, Hebrew, etc.) may cause, in some cases, an error message when configuring the database (as described in Chapter 5). In such an installation, the Custom installation may be used. For more details, see Installing the SQL Server in Windows NT with non-latin language support at the end of this procedure. 8. Select the Use the same account for each service and the Auto Start SQL Server Service options. The Service Settings dialog box opens. 9. Click the Use a domain user account option, and then click Next. 10. Click Next to start the installation. The Setup Complete window opens when the installation is complete. 11. Click Finish to exit the SQL Server application. 3-3

Chapter 3 - SQL Server Installation Installing the SQL Server in Windows NT with non-latin language support: 1. Perform steps 1 to 6 in the previous procedure. 2. In the Setup Type window, select the Custom option button. 3. Click Next. The Select Components window opens. 4. Click Next to install the default components. 3-4

MGC Web Server Manager Installation and Configuration Guide The Character Set window opens. 5. Select the following parameters: Character Set 1252/ISO Character Set Set Order Dictionary order, case-insensitive Unicode Collation General Unicode Check the following check boxes: Case-insensitive, Widthinsensitive and Kana-insensitive 6. Click Next. The Network Libraries window opens. 7. Click Next to accept the system defaults. 8. Perform steps 8 to 11 of the previous procedure. For a detailed explanation on installing Windows NT Service Pack 4.0 refer to Microsoft documentation. 3-5

Chapter 3 - SQL Server Installation 3-6

4 MGC Web Server Manager Installation IIS Installation This chapter describes the installation of the MGC Web Server. The MGC Web Server communicates with the IIS sever, the database server and the MCUs. SQL Server Installation MGC Web Server Installation SQL Server Configuration Registering the Database in ODBC Defining the Server Security Properties MGC Web Commander Configuration On a clean installation of Windows NT or 2000 Server, the WebCommander is automatically installed under Default Web Site and is assigned active port 80 of the IIS. As the Default Web site is well known, it may be vulnerable to viruses. Therefore it is recommended to create a virtual directory (under a different name) to which the port 80 Web site on the IIS will be assigned, so that when installing WebCommander, the application is automatically installed under this new Web site, and not the Default Web site. Do not perform this step if there are virtual sites already in use that are residing in the Default Web site in your system, as all sites located in the Default Web site stop working after creating a new port 80 Web site. If there is already an active port 80 Web site that is not the Default Web site configured on the IIS, there is no need to create a new Web site, as the IIS is already protected. The security of the site may also be increased by installing the Cumulative Patch for Internet Information Services that can be found in: http://www.microsoft.com/technet/ treeview/default.asp?url=/technet/security/bulletin/ms02-018.asp 4-1

Chapter 4 - MGC Web Server Manager Installation Prior to Installation and Software Upgrade If you are upgrading from a previous version, it is recommended to backup the SQL/MSDE or Access database. The WebCommander and MGC Personal Scheduler supports NT authentication when using an ODBC connection. SQL authentication is available starting with version 7.5. Backing Up the SQL/MSDE Database To backup the SQL/MSDE database: 1. On the Start-Programs menu, click Microsoft SQL Server and then Enterprise Manager. The SQL Server Enterprise Manager window opens. 2. Click the [+] icon next to Microsoft SQL Server to expand the list. 3. Click the [+] icon next to SQL Server Group to expand the list. 4. Click the [+] icon next to <PC Name> to expand the list. 4-2

MGC Web Server Manager Installation and Configuration Guide 5. Right-click the Databases folder icon. On the pop-up menu click All Tasks, and then select Backup Database. The SQL Server Backup General dialog box opens. 4-3

Chapter 4 - MGC Web Server Manager Installation 6. On the General tab, select a database from the list and enter a name for the backup file, select a backup destination folder and click OK. When the backup process is completed, the SQL Server Enterprise Manager message is displayed, indicating the backup operation was completed successfully. 7. Click OK. The new backup file is located in the destination folder selected in step 6. Backing up the Access Database To backup the Access database: 1. Open the folder where the database resides. 2. Select the database file by clicking it. 3. From the Edit menu, select Copy, and then select Paste. 4. The backup database file called Copy of <database_name>, appears in the same folder as the original database. This file can be moved to any folder. 4-4

MGC Web Server Manager Installation and Configuration Guide Product Validation WebCommander Version 8.0, requires product validation to operate. To validate your product it must be registered in the Polycom Resource Center Web site (http://extranet.polycom.com/csnprod/signon.html) prior to software installation or during the software installation and the key code that is retrieved is used during the software installation. Your MGC WebCommander software product is shipped with the appropriate license number (found on the software CD) and the licensed number of users. When the number of users permitted on his license is exceeded, you can upgrade the license to increase the number of WebCommander users. If you are downloading the new software version from Polycom FTP and the appropriate license number was not provided, contact your next level of support for the appropriate license number. Retrieving the Key Code from a Polycom Web Site: Access the Polycom web site http://extranet.polycom.com/csnprod/ signon.html. User ID and Password are required to access this site. If you are new to Polycom's Resource Center, you must first get a New User Account. 4-5

Chapter 4 - MGC Web Server Manager Installation 1. In the Polycom's Resource Center page, login using your User ID and Password. 2. Click Product Activation. 4-6

MGC Web Server Manager Installation and Configuration Guide The Activate Your Product web page opens. 3. Select one of the following of options according to your installation type: a. If you are upgrading from a previous version that is already registered with Polycom s Resource Center, in the Software Upgrade Key Code box, click Retrieve Software Key Code to generate the appropriate key code. b. If you are registering a new product, in the Single License Number box, enter the License and Serial Number and then click Generate to retrieve the key code. c. If you are registering a new product with multiple licenses, create a text file with all the license numbers. In the Multiple License Numbers box, click Attach File to add the text file with all your product Licenses and Serial Numbers and automatically send it to Polycom s Resource Center. An e-mail listing all the required key codes is sent to your registered e-mail address. The retrieved Key Code together with the product s License number are used during the product installation or upgrade. 4-7

Chapter 4 - MGC Web Server Manager Installation Installing the MGC Web Server and MGC Web Server Manager Application Product validation procedure must be performed prior to the software upgrade. During the WebCommander installation setup, the Enter License Information window provides a link in order to access the website. For existing WebCommander users that want to upgrade to the latest version, the Polycom sales order number of your invoice is assigned as the WebCommander serial number. A Polycom sales order number is generated when a product is ordered, by a Polycom reseller or customer, from Polycom. Please keep the assigned WebCommander serial number on file, as it is needed to be referenced for downloading WebCommander software upgrades from the Polycom Resource Center web site (http:// extranet.polycom.com), or when placing service support calls. The MGC WebCommander software package is based on the type license purchased. The following product types are available: Professional Server Installs the MGC Web Server, the MGC Web Server Manager, the WebCommander Configuration tool and the MGC Personal Scheduler/Client applications to enable full functionality from the Web, and conference scheduling from Microsoft Outlook. This installation allows users to schedule and start reservations, monitor, and control On Going conferences from the Web. Meeting Director Server - Installs the MGC Web Server and MGC Web Server Manager applications that enables the monitoring of conferences via the Web. Meeting Scheduler - Installs the MGC Web Server, the MGC Web Server Manager and the MGC Personal Scheduler applications that enable the scheduling of conferences via the Web. This module enables users to schedule and organize conferences using the Meeting Scheduler, Personal Scheduler or just the Client application. The Installation Wizard guides you through the installation process for the MGC Web Server. When a Firewall is present on your network it is recommended that you use Port 80 for your WebCommander configuration. 4-8

MGC Web Server Manager Installation and Configuration Guide If installing from FTP: 1. Download the software from the FTP site and unzip the files. 2. Open Windows Explorer and browse to the directory that contains the MGC WebCommander diskettes. 3. Expand the Disk 1 folder and double-click the Setup.exe file. The Installation Wizard Welcome screen opens. If installing from a CD: 1. Insert the CD into the CD drive. 2. From the Start menu, select Run. 3. In the Run dialog box, enter D:Setup, where D is the CD drive name, and then click OK. The Installation Wizard Welcome screen opens. Installation Wizard The installer must have administrator rights or domain administration rights to install software. It is also important that the password used to access the domain is permanent and does not expire after 90 days. To Upgrade version 8.0 using an existing product License A customer may be required to upgrade the WebCommander when installing a different package from the one currently installed. When a change in the product type is required, the customer is required to enter the new license Serial Number and Key Code. 1. In the Upgrade wizard s Software License Agreement window, click Yes to accept and continue. The Question dialog box appears. 4-9

Chapter 4 - MGC Web Server Manager Installation 2. Click No to use the current license number. The Question dialog box appears. a. Click Yes to use the existing product license and complete the installation. For more information, continue on page 12, with step 5. b. When you click No, you exit the installation. New WebCommander Installations and Version Upgrades: 1. From the Polycom Resource Center s Website retrieve the KeyCode information by entering the product s license and serial number in the Activate Your Product - Single License Number/Multiple License Numbers dialog box, for more information see Retrieving the Key Code from a Polycom Web Site: on page 5. The WebCommander installation disk lists the product s license. You will be required to provide this information when running the Installation Wizard. 2. In the Software License Agreement window, click Yes to accept and continue. The Enter License Information window opens. 4-10

MGC Web Server Manager Installation and Configuration Guide Click Polycom Resource Center to register your product on the Polycom Website and retrieve your product s Key Code. See Retrieving the Key Code from a Polycom Web Site: on page 5. In the License field enter the serial number located on the Product CD In the Key Code field enter the key code retrieved from the Polycom website 3. When incorrect information is entered, a Warning dialog box appears. Click OK, and re-type the sequence of codes. If this dialog box re-appears, please contact customer support. 4. Click OK and continue the installation setup. If this dialog box re-appears, please contact customer support. In certain instances the following dialog box appears. Click Yes, to upgrade your MDAC version and continue the installation. Windows automatically reboots after the MDAC installation, and the WebCommander installation setup restarts automatically. 4-11

Chapter 4 - MGC Web Server Manager Installation 5. Click OK and continue the installation setup. The Software License Agreement window appears. 6. Click Yes, to accept and continue. The Welcome window opens. 4-12

MGC Web Server Manager Installation and Configuration Guide 7. Click Next. The User Information window opens. 8. Enter the user Name and Company details and click Next. The Setup Type window opens, listing the products according to the purchased package. 9. Select the appropriate product type as follows: Client Installs the MGC Web Server Manager application on a computer other than the server for remote access to the MGC Web Server. 4-13

Chapter 4 - MGC Web Server Manager Installation MGC Personal Scheduler Installs the MGC Web Server and MGC Web Server Manager applications that enable users to define, modify, and start reservations via the Web or Microsoft Outlook. Meeting Director Server - Installs the MGC Web Server and MGC Web Server Manager applications that controls and manages On Going conferences via the Web. This module enables users to monitor the ongoing conference status, and perform various operations. Professional Server Installs the MGC Personal Scheduler and the Meeting Director Server components to enable full functionality from the Web, and conference scheduling from Microsoft Outlook. This installation allows users to schedule and start reservations, monitor, and control On Going conferences from the Web. 10. Click Next. The Choose Destination Location window opens. 4-14

MGC Web Server Manager Installation and Configuration Guide 11. Select the target path for the installation (it is recommended to accept the suggested path and directory name) and click Next. The Select Programs Folder window opens. 12. Click Next to accept the suggested group folder and name and start downloading the software files. When the download is complete, a dialog box appears, prompting you whether to configure the PathNavigator gatekeeper. 13. Select: Yes to automatically configure the link to the PathNavigator Gatekeeper. Proceed with step 12. No, if no PathNavigator gatekeeper is installed in your environment, or to manually define the link to the PathNavigator. Proceed with step 15 on page 19. 4-15

Chapter 4 - MGC Web Server Manager Installation 14. If you have selected Yes, the Select Components window opens. The following options are available: Specify is the default setting. It enables you to manually define the link to the PathNavigator gatekeeper. Automatically lets the WebCommander search for a PathNavigator database on all the SQL servers installed in the local domain and automatically create the link between them. a. To manually select the PathNavigator gatekeeper server, click Next. 4-16

MGC Web Server Manager Installation and Configuration Guide The Enter Information window opens. Enter the name of the PathNavigator gatekeeper server, and click Next. A confirmation dialog box (Server found) opens. Click OK. b. Select Automatically to let the system to detect automatically select the PathNavigator gatekeeper, and click Next. A confirmation dialog box opens. Click Yes to enable the system to automatically search for the PathNavigator Gatekeeper, or click Cancel, to Specify the PathNavigator gatekeeper. If you have selected Yes, the Select a PathNavigator Database dialog box opens, listing the SQL Servers found in the local domain. 4-17

Chapter 4 - MGC Web Server Manager Installation Select the required PathNavigator Server, and then click Next. c. If you have selected Cancel, the Select Components window reopens. When you enter an incorrect name, a Warning dialog box appears. 4-18

MGC Web Server Manager Installation and Configuration Guide 15. The Site alias name window opens. The site Alias name automatically redirects participants to the correct Web site in the event that the address changes (for instance, when upgrading to a higher version). For example, the alias entered to go to the Web site can be abcabc, where abcabc is the IP address of the WebCommander server. 16. Enter the site Alias name and then click Next. The Setup Complete window opens. 4-19

Chapter 4 - MGC Web Server Manager Installation 17. At the end of the installation, click Finish to complete the installation procedure and exit the Setup Wizard. Sometimes the error message Cannot Create Application appears at the end of the installation. This error message may appear when there are two Web sites installed in the system. In this case, you need to manually create and configure the ConfSiteV8_0 and ConfPollerSiteV8_0 in the IIS application. 4-20

5 Configuration IIS Installation SQL Server Installation MGC Web Server Installation SQL Server Configuration Registering the Database in ODBC Defining the Server Security Properties This chapter describes the steps required to configure the various components of the MGC Web Server, MGC WebCommander and MGC Personal Scheduler applications. This chapter also describes the Client installation and configuration, and the integration with Polycom PathNavigator. The following steps are described in this chapter: SQL Server Configuration Registering the database in the ODBC Data Sources Integrating Polycom PathNavigator Configuring the Polycom Datastore Database Defining the Server Security properties Configuring the Internet Information Service for Windows Authentication MGC WebCommander configuration MGC Personal Scheduler plug-in configuration Remote installation of the MGC Personal Scheduler Client Installation and Configuration of the MGC Web Server Client MGC Web Commander Configuration 5-1

Chapter 5 - Configuration SQL Server Configuration (For SQL/MSDE Server Installations Only) IIS Installation SQL Server Installation MGC Web Server Installation SQL Server Configuration Registering the Database in ODBC Defining the Server Security Properties MGC Web Commander Configuration This step is required only if you have an SQL/MSDE Server installed in your configuration. In this step, the SQL/MSDE database supplied with the MGC Web Server Manager application is registered, restored and configured in the SQL Server application. When using the SQL/MSDE Server, the SQL Server must be configured to work with the SQL database supplied with the MGC Web Server. The database in the ODBC must then be configured. This step is required for both SQL/MSDE and Access databases. The following table describes the system behavior when the SQL/MSDE or the Access database is installed on a remote computer (on a computer other than the server), or on the local server (same computer as the MGC Web Server), using System Account or User Account. Whether the database is remote or local is defined during the configuration of the database, according to the desired behavior and the account type. System Account Before Login System Account After Login Local Access Remote Access Local SQL/ MSDE Remote SQL/ MSDE X X X X User Account Before Login User Account After Login X - Access to the database X- No access to the database 5-2

MGC Web Server Manager Installation and Configuration Guide Existing WebCommander Users Upgrading to the SQL/MSDE Database If you are using WebCommander with a default database and want to migrate to SQL or MSDE database you are required to install SQL or MSDE database package including the SQL database management tool, the SQL Server Enterprise Manager application. First install the database package and then install the management tools package. After installation of both components you are required to register the SQL database in the Enterprise Manager application. For more information see Registering the SQL/MSDE Database in the SQL Enterprise Manager on page 5-3. When complete, create an Login account in the Enterprise Manager application. For more information see Adding an SQL/MSDE Database Login Account in the SQL Enterprise Manager: on page 5-8. Registering the SQL/MSDE Database in the SQL Enterprise Manager Registration with the SQL sever allows you to define the authentication link that will be used to connect the database and the server. 1. Access the SQL Enterprise Manager. 2. Right-click the SQL Services Group and select New SQL Server Registration. 5-3

Chapter 5 - Configuration The Register SQL Server Wizard dialog box opens. 3. Click Next. 4. The wizard automatically populates a list of servers available on the network, select the server that has to connect to the Database. 5. Select the Add button and then click Next. 5-4

MGC Web Server Manager Installation and Configuration Guide 6. Select the Authentication mode used to connect to the SQL Server: Windows Authentication SQL Server Authentication Then click Next. 5-5

Chapter 5 - Configuration 7. If you selected SQL Server Authentication you can login automatically by providing the Login name and Password. You may also be prompted for the Login name and Password when the connection to the SQL Server is established. If working with a SQL database and there is no connection to the PathNavigator database the following login entries are required: Login name: GKUser Password: Gatekeeper When PathNavigator is installed, the GKUser is already defined in the database, and you do not need to add a Login account. 8. Click Next. \ 5-6

MGC Web Server Manager Installation and Configuration Guide 9. You can add the SQL Server to an existing SQL Server Group or select to create a new one, and click Next. 10. The setup is complete and the wizard lists the name of the server that is connecting to the SQL Server. Complete the wizard installation by clicking Finish. 5-7

Chapter 5 - Configuration Adding an SQL/MSDE Database Login Account in the SQL Enterprise Manager: Setting up an Login account with the SQL sever allows you to define the authentication link that will be used to connect the database and the enterprise manager. 1. Select the SQL Server registered in the SQL Enterprise Manager and expand the tree. 2. Expand the Security list, right-click Logins and select New Login. The SQL Server Login Properties - New Login dialog box opens 5-8

MGC Web Server Manager Installation and Configuration Guide 3. In the Name box enter the Windows Login name of the Server. 4. In the Authentication pane select the mode that is used to connect to the server: Windows Authentication - Select from the Domain list, the domain that is required to access the network and click Grant access. SQL Server Authentication - Enter the password used to access the SQL server. 5-9

Chapter 5 - Configuration 5. Choose the Database Access tab and select the database to access during login. 6. Select in the Permit in Database Role the type of user (public) that can access the database and the database owner (db owner). 7. Click OK. The user is added to the Logins list. 5-10

MGC Web Server Manager Installation and Configuration Guide Restoring the SQL Server The server security properties must then be defined and the User or System account must be selected according to the desired behavior and the account to be used. To configure the SQL Server: 1. On the Start-Programs menu, click Microsoft SQL Server, and then Enterprise Manager. The SQL Server Enterprise Manager window opens. 2. Click the plus [+] icon next to the Microsoft SQL Servers to expand the list. 3. Click the plus [+] icon next to the SQL Server Group to expand the list. 4. Right-click the Databases folder icon and then click All Tasks Restore Database on the pop-up menu. 5-11

Chapter 5 - Configuration The Restore database General dialog box opens. 5. In the Restore as database box, enter a name to identify the database and select the From device option. 6. Click the Select Devices button. The Choose Restore Devices dialog box opens. 7. Click the Add button. 5-12

MGC Web Server Manager Installation and Configuration Guide The Choose Restore Destination dialog box opens. 8. In the File Name box, enter the name and path of the SQL database file (AccordSQLDB) to be restored in the SQL Server Manager. This file is installed with the MGC Web Server Manager application, and is stored in the Accord MGC Web Server Manager\Database directory (the path of the default installation is c:\program Files\Accord MGC Web ManagerV8.0\Database\AccordSQLDB). 9. Click the browse button (...) to select this file from the file browser. One SQL database may be used by both the MGC WebCommander applications and the MGC Manager application provided the same database is selected for both applications. If the MGC Manager is installed first, select the database configured in the MGC Manager ODBC. If the WebCommander Server Manager application is installed first, select the database configured here as the database for the MGC Manager application. In both cases, the database can be installed on a network server other than the one used for the Web Server. 10. Click OK to confirm. The system returns to the Choose Restore Devices dialog box, displaying the path and name of the database file to be restored. 11. Click OK to confirm. 5-13