Administrator Guide
System Version 2.3
1. About This Guide... 9
Who We Are ... 9
Who Are You? ... 9
The System in Brief ... 9
Conventions Used in This Guide ... 10
2. Definitions ... 12
Terms Used in This Guide ... 12
Vidyo Concepts and Equipment ... 12
Users ... 14 Tenants ... 15 Meeting ... 16 Meeting Rooms ... 16 Groups ... 16 VidyoLines ... 17
Ports and Seats ... 17
Install ... 17
Endpoint ... 18
“You”... 18
3. Upgrading Your VidyoConferencing System ... 19
4. Initial Configuration ... 21
Changing the VidyoServer Default Password ... 21
Configuring the Network SettIngs at the Admin Console ... 24
Understanding System Administrator Console Menu Options ... 27
Understanding the More Options System Administrator Console Menu Options ... 29
Changing the Remaining Default Passwords ... 30
Logging in as the Super Admin ... 30
Checking the Status of the Components ... 30
Requesting System Licenses and Applying System License Keys ... 31
Requesting Vidyo System Licenses ... 31
Applying the System License Keys to Your System ... 32
Setting the Language for the Super Admin Interface ... 33
Activating an Endpoint Installation File ... 44
Deleting an Endpoint Installation File ... 45
Performing System Maintenance ... 45
Backing Up the Database ... 46
Downloading a Backup File ... 47
Uploading a Backup File... 48
Restoring a Backup File ... 48
Deleting a Backup File That’s on the VidyoPortal ... 50
Performing a System Upgrade ... 50
Restarting the System ... 52
Securing the System ... 52
Enabling CDR Access ... 53
Downloading Audit Logs ... 54
Editing the Super Account ... 55
Customizing the System ... 56
Customizing the About Us Information ... 56
Adding and Editing Contact Information ... 57
Setting Up Notification Information ... 58
Creating Invite Text... 59
Uploading the Customized Logos ... 60
Changing Where the System Looks for PDF Versions of the Administrator and User Guides ... 61
Enabling Inter-Portal Communication (IPC) ... 62
Telling Your Users About IPC ... 66
Enabling VidyoMobile Access ... 67
6. The Components Table ... 68
Overview of the Components Table ... 68
7. VidyoManager Configuration ... 71
Configuring the VidyoManager Component ... 71
Entering General VidyoManager Information ... 71
Enabling VidyoManager Security ... 72
Entering VidyoManager Advanced Information ... 72
Accessing the VidyoManager Configuration Page ... 73
VidyoManager Basic Tab ... 75
VidyoManager System Tab ... 75
VidyoManager Logs Tab ... 76
VidyoManager Logout Tab ... 76
8. VidyoRouter Configuration ... 77
Accessing the VidyoRouter Configuration Page ... 77
VidyoRouter Upload Tab ... 80
VidyoRouter Restart Tab ... 82
VidyoRouter Logout Tab ... 82
Configuring the VidyoRouter Component ... 83
Entering General VidyoRouter Information ... 83
Configuring the VidyoManager for the VidyoRouter ... 84
Configuring the NAT Firewall for the VidyoRouter ... 84
Enabling VidyoRouter Security ... 85
Configuring QOS for the VidyoRouter ... 86
Restoring the Factory Default ... 87
Configuring VidyoRouters and VidyoProxys Via the Config Server ... 88
Configuring the VidyoRouter and VidyoProxy Config Server Addresses ... 88
Configuring a VidyoRouter via the Config Server ... 90
Configuring a Standalone VidyoProxy via the Config Server ... 91
9. Using VidyoRouter Virtual Edition (VE) ... 93
Requirements for VidyoRouter VE ... 93
Installing VidyoRouter VE ... 94
10. VidyoGateway Configuration ... 102
11. Tenant Management ... 105
Overview of the Tenants Table ... 105
Configuring a Tenant ... 106
Enabling Cross-Tenant Access ... 108
Making the VidyoManager Component Available ... 109
Making the VidyoProxy Components Available ... 109
Making the VidyoGateway Components Available ... 110
Selecting a VidyoReplay Recorder ... 111
Making the VidyoReplay Components Available ... 112
Assigning Location Tags ... 113
Enabling or Disabling VidyoMobile ... 114
Allowing Inbound and/or Outbound Inter-Portal Communication ... 115
Adding the New Tenant ... 116
13. User Management ... 122
Overview of the Users Table ... 122
Adding a New User ... 123
Editing a User ... 125
Deleting a User ... 126
Adding a legacy device ... 126
Importing Users ... 127
14. Meeting Room Management ... 129
Overview of the Manage Meeting Rooms Table ... 129
Adding a Meeting Room ... 130
Editing a Meeting Room ... 131
Deleting a Meeting Room ... 133
Controlling Meetings ... 133
Setting the Moderator PIN in VidyoPortal ... 135
Managing Participants ... 137
15. Group Management ... 139
Overview of the Manage Groups Table ... 139
Adding a New Group... 140
Editing a Group ... 140
Deleting a Group ... 141
16. Admin/Tenant Admin Settings ... 142
Setup and Maintenance ... 142
Checking Your License Terms ... 142
Uploading Endpoint Software... 142
Setting the Tenant Language ... 144
Setting Guest’s Settings ... 145
Entering About Info ... 145
Customizing the User Portal Logo ... 146
Adding and Editing Support Information ... 147
Adding and Editing Notification Information ... 147
Creating Invite Text... 148
Setting Up Authentication ... 149
Managing Location Tags ... 154
17. VidyoCloud Management ... 156
Creating, Removing, and Deleting VidyoRouter Pools ... 157
Creating a VidyoRouter Pool ... 157
Enabling the VidyoCloud ... 162
Creating User Location Tags ... 163
Creating Endpoint Rules ... 164
Configuring Inter-Pool Preferences ... 167
Configuring Inter-Portal Communication When Using VidyoCloud... 169
Appendix A. Firewall and Network Address Translations (NAT) Deployments ... 170
NAT Introduction ... 170
VidyoConferencing Firewall Ports ... 171
VidyoDesktop and VidyoRoom Requirements ... 171
Vidyo Server Requirements ... 172
Configuring VidyoConferencing With A Firewall/NAT ... 173
Configuring the Firewall/NAT ... 174
Configuring DNS/FQDN ... 174
Configurating the VidyoServer ... 175
Tenant URLs ... 175
Configuring the VidyoManager... 176
Configuring the VidyoRouter(s) ... 177
Testing Your Configuration ... 180
Appendix B. VidyoProxy ... 182
VidyoProxy Solution for Traversal of Restricted Networks ... 182
Overcoming Deployment Barriers Securely and Effectively ... 182
Vidyo Solutions for Firewalled Networks ... 182
Key Features and Functions of Vidyo’s Proxy Solution ... 183
Configuring Your VidyoProxy ... 183
Appendix C. Security ... 184
Securing the VidyoPortal ... 185
Using a Wildcard Cetificate in a Multi-Tenant System ... 186
Initially Deploying Your Signed SSL Certificate(s) ... 188
Verifying an SSL Certificate ... 193
Recovering from HTTPS Failure ... 193
Applying Portal SSL Certificates to VidyoRoom(s), VidyoGateway(s), and VidyoReplay and
Recorder ... 201
Building the VidyoPortal Full Chain SSL Certificate... 201
Importing and Exporting Security Certificate Bundles ... 202
Exporting a Security Certificate Bundle ... 202
Importing a Security Certificate Bundle... 202
Starting Over Versus Clearing Uploads... 204
Implementing Encryption Using the Secured VidyoConferencing Option ... 204
Verifying that the VidyoPortal is Licensed for Encryption ... 205
Enabling Encryption on the Vidyoconferencing System ... 205
Testing the VidyoDesktop and Verifying Encryption ... 207
Configuring a VidyoRouter/VidyoProxy for Security ... 208
Vidyorouters in an HTTPS Only (Non-Encrypted) System ... 208
Configuring SSL Security on VidyoRouters ... 208
Configuring Encryption on VidyoRouters ... 210
Appendix D. CDR ... 213
Remotely Accessing the CDR Database ... 214
Exporting and/or Purging CDR Files ... 215
CDR Version2 Tables... 215
ClientInstallations2 ... 215
ConferenceCall2... 216
CDR Version1 Tables... 217
Previous Client Installation Table ... 217
Previous Conference Call Table ... 218
Previous Point-to-Point Call Table ... 219
Understanding Call States... 219
Appendix E. Hot Standby ... 221
Automatically and Manually Triggering Hot Standby ... 221
Configuring Your Settings in Preparation for Hot Standby ... 222
Setting IP and DNS Settings on VP1 and VP2 ... 222
Verifying Correct Installation of VidyoPortal Licenses with the Hot Standby Option ... 223
Preparing the System Software and Database ... 224
Preparing Specific IP and FQDN Values for Your VP1, VP2, and Cluster ... 225
Configuring Hot Standby ... 227
Setting Hot Standby Configuration Values on VP1 ... 227
Rebooting to Apply the New Hot Standby Configuration Values on VP1 ... 232
Verifying VP1 Functionality... 232
Setting Hot Standby Configuration Values on VP2 ... 233
Generating and Importing the Security Keys ... 233
Scheduling the Database Synchronization ... 241
Synchronizing VidyoPortal Database Information Automatically... 241
Checking the Status of the Hot Standby Configuration ... 242
Forcing the Active VidyoPortal into Standby Mode ... 243
Email Notifications ... 245
Upgrading Hot Standby VidyoPortals ... 245
Upgrading Your Hot Standby VidyoPortals while Keeping One Server Online ... 245
Upgrading Your Hot Standby VidyoPortals while Taking Both Servers Offline ... 247
Appendix F. Licensing ... 250
Apache License ... 250
The PHP License, Version 3.01 ... 252
Curl License ... 253
Open SSL License ... 254
Original Ssleay License ... 255
X11 License ... 256
NSIS License ... 256
Common Public License version 1.0 ... 257
GNU Lesser General Public License ... 261
GNU General Public License ... 263
Ubuntu Linux Source Code Availability ... 273
Zend Framework ... 273
Common Development And Distribution License (CDDL) Ver. 1.0 ... 274
Common Public License (CPL) Ver. 1.0 ... 275
Binary Code License (BCL) Agreement for the Java SE Runtime Environment (JRE) Ver. 6 and JavaFX Runtime Ver. 1 ... 276
1. About This Guide
WHO WE ARE
-effective video conferencing system in the world. There are three ways your organization can get VidyoConferencing capability.
We can host the system for yy-thing.)
Your organization can license a system from us or one of our resellers. (In which case this Admin Guide is indispensable to set up and maintain the system.)WHO ARE YOU?
n-derstanding of Internet protocols, network topologies, and general networking concepts.
This document provides information for the three types of administrators that run the system:
Super Administrator Configures and maintains the system and the network.
Administrator/Tenant Administrator Configures and maintains user settings.
Operator Has a subset of Administrator privileges.In order to use the system, a VidyoPortal must be installed and configured, and users and rooms need to be set up. Super Administrators use a secure portal (a set of web pages called, the Super portal) to perform tasks while Admins, Tenant/Admins, and Operators use a different portal (the Admin portal, which is a dif-ferent set of web pages) to perform tasks.
a Super Admin clicks a button or link to perform a task that an Admin can do, the Admin portal login page opens in a new tab or browser window, and the Super Admin can log in to the Admin page using his or her Super creden-tials.
are a su
r-tals) are not shown.
THE SYSTEM IN BRIEF
The VidyoConferencing system allows users to connect to and have conversations with other system users using the best of online video technology. Each end user has a portal (web page) that can be viewed in In-ternet Explorer, Firefox, Chrome and its own window. This VidyoPortal allows system users to search and
Users have the VidyoDesktopTM program on their Windows, Macintosh, or Linux computers that enable them to participate in VidyoConferences with just one other participant (known as a point-to-point or direct call) or with multiple participants. VidyoDesktopcan display up to eight other participants, and users can also choose to view their own images using a PIP (picture-in-picture). This feature is called Self-View.
VidyoDesktop also enables users to share any window currently displayed on their screens (an Excel spreadsheet or a Keynote slide, for example). We call this application sharing.
The newest client is VidyoMobileTM. VidyoMobile delivers telepresence-quality multipoint video
conferenc-but the first time they connect to your VidyoPortalTM, one license is r-chased.
Note: If an end user loses or breaks their phone or tablet, installing VidyoMobile on their new device con-sumes another license. If, however, a user merely erases the program by accident, downloading it again for that particular device consume another license.
While there are different programs for each platform, each installation of an endpoint program consumes one license. Therefore, a user who needs VidyoDesktop on a desktop and VidyoMobile on an iPhone would consume two licenses. However
our endpoint licensing is device-agnostic.
For example, if you purchase 500 endpoint licenses they can be used for any combination of:
VidyoDesktop for Windows
VidyoDesktop for Macintosh
VidyoDesktop for Linux
VidyoMobile for Android
VidyoMobile for iOSFor the full VidyoDesktop experience, each user needs a video camera, microphone, and speakers. Vidyo has tested many devices and we have a list of those that provide the best experience. To view the list of rec-ommended and supported devices, see the lists that begin on page 37, or refer to the Choosing Peripheral Devices for the VidyoDesktop Vidyo Technical Note. Note that VidyoMobile users just need a currently sup-ported Android or iOS device running a compatible device OS version.
multi-
In the user interface, a red star ( * ) denotes a field that cannot be left blank.
Cross-references to pages are shown in bold blue. When viewing this PDF document on-screen, you can click on these page numbers to move to the referenced page.2. Definitions
This chapter definesyou need within a few paragraphs later. You might want to skim these definitions quickly to get an overview and then come back to the top and read them more thoroughly.
TERMS USED IN THIS GUIDE
Vidyo Concepts and Equipment
Portal A single web page0 F1 (for end users) or a series of web pages (for Super Admins, Admins, and
er is automati-cally assigned a room. A user can have more than one room (all accessible via his or her portal). An end user uses his or her portal to make direct point-to-point video calls and to set up and use his or her room(s).
Note: The UI for the end user in a call or conference is his or her VidyoDesktop software.
VidyoDesktop The software client that enables users to view other users in point-to-point callsand VidyoConferences. receive
in HD. All users are assigned a password-protected personal space, thus making it possible for meetings to be held anytime whether impromptu or by prior arrangement. It supports standard USB webcams and runs on Macs, PCs, and Linux, providing an unparalleled personalized multipoint collaborative experience.
VidyoGateway The VidyoGateway allows the VidyoConferencing infrastructure to connect to tradi-tional H.323 and SIP devices. It supports standards, such as H.239 for data collaboration, that are required for those devices to communicate, regardless of whether they are endpoints, MCUs, gate-keepers or gateways. For example, the VidyoGateway can be integrated with SIP PBX. It seamlessly integrates into the network providing the end user with an easy experience regardless of whether.
VidyoMobile A program that allows users of smart phones and tablets to participate in point-to-point calls and VidyoConferences. There are versions for both Android and Apple iOS devices and
VidyoPanorama r-sive interactions on up to 20 screens of 1080p at 60 fps resolution at just 10% of the cost of tradi-tional solutions. Each individual screen can show one participant, multiple participants or an appli-cation window that a user is sharing.
VidyoPortal The VidyoPortal provides central management of the Vidyo devices on the network. -to-use secure web portal that allows for integration with secure LDAP and Active Direc-tory databases for user authentication, as well as maintaining its own user database. The VidyoPor-tal allows administrators from any location on the network to control every aspect of the VidyoCon-ferencing solution from a central location. Administrators can control system-wide parameters and policies, establish end-user and association privileges, and customize user conferencing capabili-ties.The VidyoPortal also acts as a web front for all users of the system. Its flexible user interface facili-tates everything required to initiate and manage a call. Users have control over adding, disconnect-ing, and muting/un-muting participants along with many other conference control parameters. The interface allows users to manage and customize their own contacts lists and to initiate reservation-less multipoint conferences as well as point-to-point calls.
VidyoProxy A software component built into the VidyoRouter that enables authorized endpoints to connect while denying unauthorized connections. It also enables NAT and firewall traversal.
VidyoReplay An optional rack-mountable appliance that enables users to stream live orpre-recorded video. For instance, a webinar can be broadcast live to participants and also saved to be played back on demand by those who missed the original conference or want to view it again.
VidyoRoom The VidyoRoom system is a hardware appliance endpoinh-nology. It can deliver HD Quality at 6o frames per second. Designed specifically for use over con-verged IP networks, the VidyoRoom can decode and display multiple HD participants at video quali-ty unequaled by systems that require dedicated bandwidth to perform at their best. The VidyoRoom system is simple to use, easy to configure and voice-activated with continuous presence. Flexible conference control options make it simple to manage, using either the VidyoPortal or a remote con-trol device. VidyoRoom interoperates seamlessly with VidyoDesktop clients, making it possible for people to join a conference from their home office or wherever they happen to be.
VidyoRouter The VidyoRouter is the core infrastructure product for conducting all videoconferenc-ing. It is an intelligent routing appliance that uses patented scalable video packet switching tech-nology to achieve unprecedented performance and features without the need for expensive, time consuming transcoding. All video traffic is managed by the VidyoRouter. Additionally, conferences can span across multiple VidyoRouters, achieving maximized WAN utilization as well as redundancy and efficiency.
VidyoRouter Cloud Edition An enhanced topology that increases network bandwidth efficiency, decreases latency and optimizes how VidyoRouters handle traffic. It is now the standard licensing model for VidyoConferencing, although we still Vidyo still supports the older Ports model. Becauseages that Vidyo Cloud provides, the feature is turned off by default. A small organization with few locations may not need to use of the
capabili -need it.
Inter-Portal Communications (IPC) This option, which is also known Vidyo Address Dialing, ena-bles users to join conferences that are taking place in rooms on a third-party VidyoPortal. IPC ac-cess control can be set at the tenant level or at the system level.
VidyoPortal Hot Standby Redundancy This option requires two VidyoPortal servers to be deployed in the same subnet. One of the VidyoPortals acts as the Active VidyoPortal and the other as the Standby VidyoPortal. If the Active VidyoPortal is not reachable, the Standby VidyoPortal automati-cally takes over within one minute. Upon taking over, the Standby VidyoPortal uses the information it received in the last synchronization with the Active VidyoPortal.Users
A user is anyone who uses the system. In a small organization, one person might assume the roles of both Super Admin and Admin, when appropriate.
Super Admin Has administrative privileges and is responsible for general portal configuration in-cluding network settings, components configuration, maintenance (backup and upgrades), tenant configuration, and global settings. In a multi-tenant system, the Super Admin has full administra-tive privileges above the tenant admin and all regular tenant admin rights.
Admin/Tenant Admin Has administrative privileges. An Admin can add, delete and manage users, set up public rooms, and set up groups (which define the maximum number of participants and bandwidth for users). When we say that a task can be performed onlythat the Super
The term Tenant Admin is used for someone who performs the same duties for a tenant in a multi-tenant setup.)
Operator Can manage users and meeting rooms. The operator has the same rights as the adminis-trator except that an operator does not have access to the Groups and Settings tabs.
Normal The end user. All users have a portal (Web page) from which they can join meetings (i.e., teleconferences), control their own meetings, and place direct (point-to-point) calls. Users can also change their passwords and optionally set PIN codes required by other users to join meetings.
Executive Desktop specific
VidyoRoom hardware appliance endpointin an actual conference room. It has the same rights as a normal user. VidyoRooms are commonly
called s . It has its own Administrator and User Guide.
VidyoPanorama VidyoPanorama is a telepresence solution that offers up to 20 screens of 1080p at 60 fps resolution at just 10% of the cost of traditional solutions. Each individual screen can show one participant, multiple participants or an application window that a user is sharing. VidyoPano-rama has its own User Guide.
Legacy A device, such as an ordinary telephone or a conferencing system that uses traditional H.323 and SIP-based videoconferencing solutions. A legacy device has no personal room.
Guest Users Guest users are users you invite to a meeting who are not registered with the system. To invite users, you simply email them an invitation that contains your room URL (the link to your personal room). Standard boilerplate text is provided, but the Super Admin can customize the text as desired and the Admin or Tenant Admins can edit the text for their tenants. Users can edit each invitation they send (in order to add the date, time, or any other information). The guest user clicksa guest user name to join the meeting. Guest users have only the ability to join a conference. They
Tenants
Tenant Much as a web hosting company can host multiple websites for a variety of customers, a single VidyoPortal system can be set up to host multiple organizations, called tenants. Each Vidyobuilt-in multi-tenant capability, every user in your entire organization belongs to the default tenant.
Multi-Tenant A single organization might also wish to divide up its users into multiple sets often-ants. In the latter case, the Super Admin enables cross-tenant access, so any system user can reach any other regardless of tenant.
Single Tenant System
Admin Manages User Accounts Groups, Rooms etc.
The Default Tenant
Super Admin Configures System and Manages Network Multi-Tenant System Tenant Admin Manages Tenant Accounts Groups, Rooms etc.
Tenant #1
Tenant Admin Manages Tenant Accounts Groups, Rooms etc.
Tenant #2
Tenant Admin Manages Tenant Accounts. Groups, Rooms, etc.
Tenant #3 Super Admin
Configures System and Manages Network
The chart above illustrates the differences and similarities between Single Tenant and Multi-Tenant systems. Both types of systems have a Super Admin in charge of configuring and managing the sys-tem as a whole. In a single tenant syssys-tem, one Admin manages all user accounts and creates and
manages provisioning groups and public rooms. In a multi-tenant system, the Tenant Admin has the exact same duties, but only for his or her tenants.
Of course, none of this precludes (for instance) the same person from being both the Super Admin and Admin at different times, as appropriate. A single person could be the Tenant Admin for more than one tenant. In fact, nothing in the system prohibits one (overworked) soul from being the Su-per Admin and the Tenant Admin for every tenant in a multi-tenant system.
Tenant Namecommon name (Acme Corp., Jones Foundation,
Tenant URL s URL is the URL/FQDN that tenants use to access his or her user portals.Meeting
A meeting is an audio and/or video connection of a meeting room with two or more users interacting and sharing their media streams and, optionally, the windows of applications running on their machines.
Meeting Rooms
Meeting rooms are virtual rooms where users of the Vidyo system can gather for VidyoConferences. There are two types of meeting rooms:
Personal Each user is automatically assigned his or her own personal room. This is the equivalent o-matically generated for that user.
Public Common public spaces may also be created by Admins and Operators only. These are the equivalent of conference rooms in the physical world. In addition to his or her automatically created private room, a user can request additional public rooms for his or her account.Groups
Users, public meeting rooms, and VidyoRooms belong to provisioning groups. There is always at least one group, called the default group.
Such groups are managed by Admins/Tenant Admins.
Note: The bandwidth of guest users and public rooms is an exception. There is no provision to limit their bandwidth.
You can change the maximum number of participants allowed in a personal room by simply chang-ing the maximum for the group to which the user belongs.
The bandwidth limitation is per user, so changing the group to which a user belongs might also af-fect his or her bandwidth limitation and the maximum number of participants that can be in his or her rooms. (For examroom with different limitations.)
The default group has the following factory configuration:
Maximum Number of Participants in One Room: 10
Maximum Receive Bandwidth Per User: 10,000 kbps
Maximum Transmit Bandwidth Per User: 10,000 kbpsNote: As stated, the bandwidth limitation is per user, so two users that are in different groups can have dif-ferent limitations while participating in the same conference. The maximum number of participants is lim-ited according to the room the meeting is held in so this applies to all users in a meeting.
VidyoLines
VidyoLines are now the standard licensing model that supersedes the Seats and Ports model. (The Seats and Ports model is still supported for existing installations.) System set up and maintenance procedures, however, differ from that of the Seats and Ports model. This guide shows you how to use the VidyoLines model. VidyoLines are a perpetualsoftware license for a single logical connection through the VidyoRouter
either point-to-point or multipoint for a low, fixed, regional price. VidyoRoom and VidyoGateway A simple way to think about a Vidyo-Line is that it is similar to a phone connection on an IP PBX. Every phone uses a licensed connection when on a call and releases the license for someone else to use when the call is ended.
Ports and Seats
The Ports and Seats licensing model has been superseded by the VidyoLines licensing model (as described on the previous page). In this older licensing model, one port was required for each user in a multiparty con-ference or in a room. Every user, including a VidyoRoom or a legacy device, which connected to a meeting room, used a port.
Install
An install represents one installation of the VidyoDesktop or VidyoMobile client software. There are Vidyo-Desktop versions for Windows, Mac OS, and Linux, and VidyoMobile versions for Android and iOS. A guest user also requires an install.
Endpoint
A device, such as a desktop, laptop, Android phone or tablet, iOS phone or tablet, or VidyoRoom that ena-bles a user to participate in direct video calls and video conferences. Two points worth remembering:
The VidyoRoom is the only
Even though people can participate in conferences in audio-only mode (if your system has aVidyo-VidyoMobile software installed. If they have Vidyo-VidyoMobile, they are considered endpoints and they can participate via audio and video.
e.g., in describing tasks perform
to tasks performed at the Admin/Tenant Admin level, Admin privileges.
3. Upgrading Your VidyoConferencing System
This chapter describes how to upgrade your VidyoConferencing system. If you are installing your system for21.
All Vidyo software downloads as well as Release Notes are available via the Vidyo Support Center at http://support.vidyo.com. You must register to access your authorized downloads.
Caution:
You must refer to the Release Notes for your software version before starting the upgrade process.adhere to in order to successfully perform the upgrade.
Once a VidyoServer (VidyoPortal, VidyoRouter, VidyoGateway, or VidyoReplay) has been upgraded, it cannot be reverted back to a previous version.The following steps reference the procedures you must perform in order to upgrade your VidyoConferencing system. Follow the steps in the order listed.
To upgrade your VidyoConferencing System:
1. Back Up Your VidyoPortal Database The first procedure you must perform when upgrading your VidyoConferencing system is to back up the VidyoPortal database.
46.
2. Upgrade Your VidyoRouters 80.
3. Upgrade Your VidyoGateways Perform this step only if you have one or more VidyoGateways as part of your VidyoConferencing System. Otherwise, skip this step.
ing Your Vidyo VidyoGateway
Administrator Guide.
4. Upgrade Your VidyoReplays Perform this step only if you have one or more VidyoReplays as part of your VidyoConferencing System. Otherwise, skip this step.
VidyoReplay Administrator Guide.
5. Upgrade Your VidyoPortal The procedure used for upgrading your VidyoPortal depends on whether or not you have the Hot Standby software option on your VidyoConferencing System.
Upgrading Your VidyoPortal without Hot Standby Upgrades are performed using the SystemUpgrade Tab in the Super Admin Portal.
Performing a System Upgrade 50.
Upgrading Your VidyoPortal with Hot Standby The following two methods are available for upgrading your VidyoPortal while running the Hot Standby software option.Upgrading Your Hot Standby VidyoPortals while Keeping One Server Online 245.
Upgrading Your Hot Standby VidyoPortals while Taking Both Servers Offline
For more inf Upgrading Your Hot Standby VidyoPortals while Taking Both Servers Offline 247.
Regardless as to how you upgraded your VidyoPortal, you should now confirm that all of your com-ponents are upgraded and have a Status of UP on the Comcom-ponents Table. Any external comcom-ponents, VidyoRouters, VidyoGateways, and/or VidyoReplays that were previously listed as DOWN, NEW, or in Alarm should have automatically updated or cleared. If any component remains with an Alarm, hover your cursor over the Alarm to display the reason for the Alarm. Try rebooting the component in Alarm to clear the Alarm; otherwise, attempt to correct the issue based on the alarm reason
pre-sented. 68.
If any external components, VidyoRouters, VidyoGateways and/or VidyoReplays were not already upgraded, upgrade them now as described in the steps in this chapter. Once upgraded, ensure that you reboot the VidyoPortal so that each additional component may be automatically updated. 6. Upload the Endpoint Software to the VidyoPortal After performing a VidyoPortal upgrade, you
typically need to upload new endpoint software 41.
4. Initial Configuration
Immediately after you have physically installed your VidyoServer as described in the VidyoServerInstallation Guide, you must do the following to initially configure your VidyoConferencing system as described in this chapter.
For more information about installing the VidyoServer and for VidyoServer specifications, refer to the VidyoServer Installation Guide. You can access this document and other Vidyo product documentation by registering at selfservice.vidyo.com/register.
Note: Vidyo Customer Support may require access to your VidyoServer via SSH over port 2222 in order to troubleshoot any of your customer issues. You can restrict Vidyo Customer Support SSH access by configur-ing your firewall to only permit access from authorized networks and users or contact Vidyo Customer Sup-port for alternate options.
CHANGING THE VIDYOSERVER DEFAULT PASSWORD
The very first time you log into your VidyoServer, you are required to change from the default password at the System Administrator Console to a more secure one. As described in this section, you must change the default password for all of your VidyoServers including:
VidyoPortal
VidyoRouter
VidyoGateway (optional component)
VidyoReplay (optional component)To change the VidyoServer default password:
1. Connect a keyboard and a VGA display directly to the server. 2. Log in using the default Administrator account:
User Name: admin
Password: password (case sensitive)
The following screenshot shows the System Admin Console as seen after login via SSH using the
open source PuTTY client running on Windows 7.
The menu may look slightly different depending on how you connect and the tool you use to do so.
3. At the login as: prompt enter admin.
rd and asked to enter it again.
5. At the Enter new UNIX password: prompt, type a new password. When selecting a new password, follow these guidelines:
The password should not be based on the dictionary.
The password should not be too similar to the old password.The default setting is at least 3 characters should be different from the old password.
The password should not be too simple or too short.The algorithm here is a point system to satisfy the min password length (the default is length 8 characters). The password gets extra points if it contains
Each point is equivalent to 1 character.
The password should not be a case change only of the old password or should not be the reverse of the old password., Admin Console menu opens immediately.
7. When you need to reset the UNIX password use 13. Set 'admin' password.
CONFIGURING THE NETWORK SETTINGS AT THE ADMIN CONSOLE
Each type of VidyoServer (VidyoPortal, VidyoRouter, VidyoGateway, or VidyoReplay) has a different default IP address and is necessary to perform the steps in this section:
VidyoPortal: 192.168.1.100
VidyoRouter: 192.168.1.105
VidyoGateway: 192.168.1.110 (optional external component)
VidyoReplay: 192.168.1.115 (optional external component)
Note: The basic network setup for each type of VidyoServer is basically the same. For simplicity, the proce-dure described in this section is for the VidyoPortal. However, you must perform these steps for each of your VidyoServers.
To configure the network settings at the Admin Console:
The following illustration shows the System Administrator Console after you have logged in using a keyboard and VGA monitor plugged directly into the VidyoPortal. The menu may look slightly differ-ent if you log in using an SSH clidiffer-ent.
3. Select 1. Configure IP Address to set the server IP address, subnet mask, and default gateway addresses, hostname, and domain name, and press Enter after entering each setting.
4. Once you have entered the required information, type Y and press Enter.
5. Select 2. Configure DNS Nameserver to set the fully qualified domain name (if it exists) for the VidyoPortal and the IP addresses of the DNS servers:
b. Press Enter to return to the System Administrator Console.
6. Enter the remaining network settings for the server as needed, and press Enter after entering each setting:
a. Select 3. Configure NTP Time Servers to set the NTP (Network Time Protocol) time server. b. Select 4. Configure Time Zone to specify the time zone you are working in.
c. If necessary, select 5. Configure Ethernet Options to set the MTU (Maximum Transmission Unit) size.
7. Select 14. Reboot system to restart the server.
The new network settings are then shown. Be sure to record your network settings for additional system configuration.
UNDERSTANDING SYSTEM ADMINISTRATOR CONSOLE MENU OPTIONS
The following list includes steps taking you through configurations on System Admin Console menu op-tions. Follow along and use the examples as entries to make for various configuraop-tions.
The following describes commands on the Main Menu.
1. Configure IP Address Type 1 to set the server IP address, subnet mask, and default gateway ad-dresses. Initially, information must be configured locally. You can also use this option to configure the hostname and domain name.
Examples: IP Address: 192.168.1.100 Subnet Mask: 255.255.255.0 Default Gateway: 192.168.1.1 Hostname: vidyoserver Domain Name for Host: yourcompany.com
Fully Qualified DN (FQDN): vidyoserver.yourcompany.com 2. Configure DNS Nameserver Type 2 to specify the Domain Nameserver.
Examples:
Primary DNS Server for Host: 192.168.1.10
3. Configure NTP Time Servers Type 3 to set the Network Time Protocol (NTP) time server. Change to synchronize the system with a different time server.
Examples:
Primary NTP Server: pool.ntp.org
4. Configure Time Zone Type 4 to specify the time zone of your server. Change as necessary for accu-rate billing records.
Examples:
US/Eastern
5. Configure Ethernet Options Type 5 to set the Maximum Transmission Unit (MTU) size. The default is 1500. Only change this setting if your network MTU size is less than 1500. You can also turn au-tonegotiation on or off. Auau-tonegotiation is on by default.
Examples:
MTU Size: 1500 Autonegotiation: On
Note: When Autonegotiation is set to Off, it means 100/Full.
6. Display IP Address Type 6 to view your current IP address settings and IP address mode. Also dis-plays the hostname, domain name, and FQDN.
Examples: IP Address Mode: STATIC IP Address: 192.168.1.100 Subnet Mask: 255.255.255.0 Default Gateway: 192.168.1.1 Hostname: vidyoserver Domain Name for Host:
Secondary DNS Server for Host: 192.168.1.11
8. Query NTP Time Servers Type 8 to query NTP servers.
Note: This command work if the domain name server is not defined.
9. Display Kernel IP Routing Table Type 9 to view how your server is configured for Ethernet routing. 10. Display ARP Table Type 10 to display router and MAC address information. This information is
display only.
11. Ping Utility Type 11 to ping network addresses. Type Ctrl+c to stop pinging.
12. Traceroute Utility Type 12 to display the trace route to a specified address. You must enter the IP address of the device.
Press enter to return to the Main Menu.
13. Type 13 for password menu options including functions to reset the admin password to the default value and change password.
Note: Adhere to the password guidelines explained on page 23. Type x to return to the Main Menu.
14. Reboot system Type 14 to restart your server.
Note: It can take up to a minute for your server to restart. 15. Shutdown System Shuts down your server.
16. Restore HTTP(S) settings to default Type 16 to return HTTP settings to their default values (HTTP and port 80).
Note: This option is not available on the VidyoGateway and VidyoReplay Admin Console menu. m. .. (more options) Type m for a submenu containing additional options.
For more information, see the next section.
x. Exit System Administrator Console Type x to close the SSH session. This command also closes SSH clients, if one is used.
Understanding the More Options System Administrator Console Menu Options
The following list describes commands on the More Options menu.
17. Configure Adobe Connect Plugin Type 17 to configure your Adobe Connect Server and Adobe Con-nect Plugin.
18. Display System ID Type 18 to display system identification data including the Local Time, Univer-sal Time, and the System ID.
CHANGING THE REMAINING DEFAULT PASSWORDS
Besides changing the default password for the VidyoServer, you should also change these default pass-words to ensure security and prevent unauthorized access:
VidyoPortal/VidyoOne Super AdministratorTo change this password, log into the Super Admin portal as described in the following section.
VidyoPortal/VidyoOne Administrator (per tenant)Change the Administrator logi ing on page 125. In a
multi-tenant system, you must do this for each Tenant Administrator.
VidyoRouter AdministratorThis password is now tied to the System Admin Console password.
VidyoManager AdministratorThis password is now tied to the System Admin Console password.
LOGGING IN AS THE SUPER ADMIN
Now that you have connected your VidyoServer to the network, you must log in as the Super Admin and con-figure the VidyoPortal in order to ensure that it can function within your VidyoConferencing system.
To log in as the Super Admin:
1. Enter the IP address or FQDN (Fully Qualified Domain Name) for the VidyoPortal in the address bar of
http://<IP or FQDN>/super
2. Log in using the new password that you have set. Otherwise, log in using the default Super Admin user name and password:
User Name: super
Password: password (case sensitive)
Checking the Status of the Components
To check the status of the components:The Components table opens.
2. Verify that the VidyoRouter and the embedded (local) VidyoManager components have a Status of UP.
REQUESTING SYSTEM LICENSES AND APPLYING SYSTEM LICENSE KEYS
The next step in the initial system configuration is to request Vidyo system licenses and then apply the
li-cense keys to the system. T Activating your
System License 37 explains how to apply the license keys to your system.
Requesting Vidyo System Licenses
Your Vidyo system licenses were sent via email to the email address provided with your purchase order. If you do not possess these licenses, you may request them after providing your configured system infor-mation. In order to request your license keys, please visit the Vidyo website and submit the form at this link:
http://info.vidyo.com/Customer_Support_License_Lines.html.
The VidyoPortal MAC address, which you can find under the Super Admin > Settings > Platform Network Settings page. You should copy and paste the address to avoid errors.
The VidyoPortal System ID, which you can find under the Super Admin> Settings > System License page. Double-click or select all in the field, and copy and paste to avoid errors.Note: The System ID is displayed only after you complete the VidyoManager configuration. The Sys-tem ID consists of 53 characters. You must provide the SysSys-tem ID in order to redeem your perma-nent license keys.
In the License Token field on the website form, enter the word new.SETTING THE LANGUAGE FOR THE SUPER ADMIN INTERFACE
available in these 15 languages:
English
Chinese (Simplified)
Chinese (Traditional)
Finnish
French
German
Italian
Japanese
Korean
Polish
Portuguese
Russian
Spanish
Thai
TurkishYou can set the language of your Super Admin pages in either of these two ways:
You can use the drop down on the upper right corner of the Super Admin Login page (before or after logging into the system).
You can use the Settings > Super Account screen from inside the Super Admin pages. Notes:
You can also change the color scheme of your Super Admin pages using thedrop down on the upper left corner of the Super Admin Login page before logging into the system.
Interfaces are immediately modified after selecting your preferred language or color scheme usingthe drop downs.
Preferred language changes to the Super Admin interface have no effect on the Admin and Vidyo-Desktop interfaces.To set your preferred language using the drop down on the upper right corner of the Super Admin Login page:
Select your desired language using the language drop down on the upper right corner of the Super Admin Login page.To set your preferred language using the Settings > Super Account screen inside the system: 1. Log in as Super Admin.
2. Click the Settings tab.
3. Click Super Account on the left menu.
5. System Settings
The Super Admin is typically a network system administrator responsible for management of the VidyoPor-tal, VidyoRouter, and other Vidyo components.As a Super Admin, after the VidyoServer is physically installed (as described in the VidyoServer Installation Guide), you must do the following to initially configure your system:
Change the VidyoServer (also known as the System Administrator Console) default password. This is also known as the password for the Super Admin account. This must be changed after the first login.
Configure the network information.The network settings are set at the Admin console. You can view the settings (read-only) in the Su-per Admin portal.
Change the remaining default passwords.
Configure the VidyoPortal.
Request Vidyo system licenses and apply the system license keys to your system.
Select the system language.All of these tasks are described in the following chapter , which begins on the next page.
Note: Some of these tasks may not be necessary when you first set up your system and are preset at the Besides these tasks, the Super Admin can perform many other tasks, such as configuring the system set-tings, setting up components such as the VidyoManager, and configuring tenants. System configuration applies globally to the VidyoConferencing system, including all the tenants of a multi-tenant system, and must be completed before creating users, groups, and rooms. Such administrative tasks are managed by an Admin after the initial configuration has been completed. These tasks are explained in the following chap-ters.
What Admins and Tenant section on page 119.
This chapter describes the menu options on the left-hand side of the Settings tab.
To perform system setup, you must be a Super Admin user; therefore, you must log in to the Super Admin account.
LOGGING IN AS A SUPER ADMIN
To log in as a Super Admin user:1. Enter the FQDN or IP address for the VidyoPortal in the address bar of a web browser, followed by a
http://<FQDN or IP>/super
2. Enter the Super Admin user name and password.
The Super Admin page opens, initially to the Tenants tab.
3. Select the Settings tab.
You begin system setup by configuring settings in the Settings tab that apply globally to the sys-tem. You must configure these settings before proceeding to further system setup.
Customization
Inter-Portal Communication
VidyoMobile access
Hot Standby (only visible once the Hot Standby license is applied and Hot Standby has been configured via the Admin Console menu)CHECKING YOUR PLATFORM NETWORK SETTINGS
You must configure your Platform Network Settings at the System Admin Console using the Secure Shell (SSH) Menu prior to performing system setup. Information about how to configure these settings is de-scribed in the the Network Settings at the Admin Console 24. If you haven t yet configured your network settings, refer to that section before continuing.
The Platform Network Settings listed on the Settings tab are read only. They simply offer you a report of the network settings for the VidyoPortal.
ACTIVATING YOUR SYSTEM LICENSE
Your VidyoPortal ships with factory default licensing. You need to apply your full Vidyo system license keys in order to access the license quantities and options purchased.
The license needed to use your VidyoPortal comes in two encrypted files: one for the VidyoManager (vmLi-cense) and one for the VidyoPortal (sysLi(vmLi-cense). They are sent attached by email to the email address pro-vided with your purchase order or via the license request web page (as described in the ing Vidyo
section on page 31). Also provided is a text file describing the license information. Your VidyoPortal system-wide license defines the term (length) of your license, the number of VidyoLines and installations available for use as well as whether it is:
A single- or multi-tenant system
Licensed for UC integration, encryption, Hot Standby, Executive lines, Panorama type, and APIs (the API license is also used to enable Adobe Connect integration)To activate your VidyoPortal, you upload the license files using the Upload System Licensepage at Super Admin > Settings > System License.
To apply the system license keys to your system:
1. Ensure that you are logged in as the Super Admin. 2. Select the Settings tab.
3. Click System License.
4. Click Select File, which is located to the right of the Upload System License File field.
5. Select the VidyoManager license file (vmlicense.xxxxxx) from its location on your computer or local network.
8. After uploading the license files, enter the License Token in both the Token and Verify Token fields.
You can find the License Token in the body of the email you received with your licenses as well as in the attached LicenseInfo text file of the email.
9. Click Save.
10. After the Token is applied, the system license features, such as the number of lines, seats, installs, and other options specified by your license appear in the System Licenselist.
Scroll through this list to view all the features of your license.
11. Click the Tenants tab and edit the Default Tenant by clicking the Default Tenant Name.
If you are using the MultiTenant Add-on, see the note about MultiTenant License Allocation below the following illustration.
12. Allocate the full set of licenses to the Default Tenant.
13. Click Next through the remaining screens and then click Save.
14. Restart the Portal Web Server for the licensing changes to take effect: a. Select the Settings tab.
b. Click Maintenance.
License Consumption by User Type
VidyoLines Licensing Model
Both VidyoLines and Ports Licensing Model
Ports Licensing Model **
User Type VidyoLines* Install Seat Port ***
Super Admin Admin
****
Operator
****
Executive Desk-top
Normal User
Guest
VidyoRoom
VidyoGateway
VidyoPanorama
* In the VidyoLines licensing model all users with a checkmark consume a line for all calls. ** Superseded by the VidyoLines model but still supported.
*** Ports are consumed only on multi-point calls, one port per user; point-to-point calls do not. **** If calling ability has not been enabled for these users they do not consume a seat.
Ports and Licensing Notifications
If you provided one or more licensee addresses when purchasing, they are embedded into your license. If you are using the Ports licensing model, the licensee and Super Admin receives notifications when there are 45, 30, and 15 days left in your license. In the final week,
The Super Admin and Admin and Tenant Admins receive a license warning when only 25 installs remain. If
five installations left. Your current installs never expire. If you run out, you s-ers who need to install the software until you purchase more.
UPLOADING ENDPOINT SOFTWARE
You may choose to perform installations directly on user machines. However, most administrators prefer having users install their VidyoDesktop software by accessing VidyoPortal using the user name and pass-word you assign them.
When your users access the VidyoPortal, the VidyoDesktop software is installed even if users do not have administrator privileges. (The Windows installer places the VidyoDesktop-related files in a user-specific
di-When new versions of the VidyoDesktop and VidyoRoom client software become available from Vidyo, you can provide this software to your users by uploading the new software to your servers using the Upload Endpoint Software page. A Tenant Admin user can also upload Vidyo client software for users on their own tenant. This helps the Tenant Admin decide when they want to make endpoint software available for their own users.
By doing this, your users are automatically prompted to download the new version the next time they log in. Users can choose to update their software or skip the update if desired.
Installation files for various client types include the following:
In the Upload Endpoint Software page, you can upload up to four different versions of each type of endpoint software (VidyoDesktop for Macintosh, VidyoDesktop for PC and so on), but for each type you must make just one active. (Again, Linux is the exception. Up to four Linux versions can be active.) It is the active ver-sion that downloads automatically for VidyoPortal users when they first use the system or upgrade to a new version.
To upload endpoint software installation files:
1. Log in to the Super Admin Portal using your Super Admin account. 2. Click the Settings tab.
3. Click Upload Endpoint Software on the left menu. 4. Click the System Upgrade tab.
5. Remove any previously uploaded clients, if needed:
a.
Select all the previously uploaded clients by selecting the cheb.
Click Delete.Note: If you uploaded any client software via the Tenant Admin pages, remove those clients via the Tenant Admin pages by going to http://<Tenant FQDN>/admin and selecting Settings > Upload Endpoint Software.
6. Download the latest version of the software to your computer.
The link is provided to you by your reseller or by Vidyo Customer Support. 7. Click Select File.
Notes:
To avoid failure messages, make sure you are uploading Vidyo software only. The software file name ends with an .exe extension for Windows and VidyoRoom and .dmg for Macintosh.
Vidyo recommends uploading the latest version of the software when it becomes availableto help make sure all system users are utilizing the most up-to-date Vidyo software. When the endpoint installation file is uploaded, it appears in the Uploaded Endpoint Software list under its corresponding heading. Scroll through this list to view all available installation files.
From the Uploaded Endpoint Software list, you can Activate an installer for your users or Delete in stallers from the list.
Activating an Endpoint Installation File
To activate an endpoint installation file:1. Log in to the Super Admin Portal using your Super Admin account. 36. 2. Click the Settings tab.
3. Click Upload Endpoint Software on the left menu. A rolled up heading
5. Click Activate at the bottom of the list.
You can upload up to four different versions of each type of endpoint software (VidyoDesktop for Macintosh, VidyoDesktop for PC and so on), but for each type you must make just one active. (Again, Linux is the exception. Up to four Linux versions can be active.) It is the active version that downloads automatically for VidyoPortal users when they first use the system or upgrade to a new version.
Deleting an Endpoint Installation File
To delete an endpoint installation file:1. Log in to the Super Admin Portal using your Super Admin account. 2. Click the Settings tab.
3. Click Upload Endpoint Software on the left menu.
4. Select the check box to the left of the file name you wish to delete.
Tip: Use the top-left check box to select or clear all of the software file check boxes. 5. Click Delete.
If you delete a file by mistake you always upload it again provided you have not deleted it from your computer. If the file you mistakenly deleted is the current version of the client you also have the op-tion of downloading it again from your reseller or Vidyo Customer Support.
PERFORMING SYSTEM MAINTENANCE
The next button on the Settings tab page is the Maintenance button. When you click it, see that it has a number of sub-tabs. The Database sub-tab is open.
The database contains everything but the basic network settings of the system (IP, DNS, hostname, NTP), the SSL security certificates loaded and CSR information, and the license keys (each of these would need to be reset separately should a unit need to be replaced/rebuilt). See the CDR Appendix on page 213 for more information on the CDR database.
The Database tab shows a list of backed up databases on the VidyoPortal hard drive, as well as the file crea-tion dates.
Backing Up the Database
To back up the database:1. Log in to the Super Admin Portal using your Super Admin account. 2. Click the Settings tab.
3. Click Maintenance on the left menu. 4. Click Backup at the top of the database list.
A confirmation dialog box appears.
5. Click Yes.
A backup copy of the database is made on the VidyoPortal. A Status dialog box appears confirming a successful backup.
Caution: Because the database is backed up on the VidyoPortal itself, making a backup does not protect you from a hard drive failure on the VidyoPortal. Therefore, you should download backups to an offsite computer as described in the following section.
Downloading a Backup File
To download a backup file:1. Select the check box next to the backup version you wish to download.
Tip: Use the top-left check box to select or clear all of the software file check boxes. 2. Click Download.
A Confirmation dialog box appears.
4. Ensure that Save File is selected. 5. Click OK
, you have a true backup.
Uploading a Backup File
Uploading a backup file is easy. To upload a backup file:
1. Click Upload in the database table.
The Uploading backup file dialog box opens.
2. Click Select File.
Notes:
Vidyo strongly suggests rebooting your VidyoPortal as the final step when restoring a backup base. Make sure you are able to reboot your VidyoPortal before starting to restore a backup data-base.
must be equal to or greater than the number ofPorts/Lines allocated to tenant(s), and greater than or equal to number of Seats and Installs used.
Caution: The following task destroys t
a-tabase file before restoring a prior version. To restore a backup file:
1. Select the database you wish to restore.
2. Click Restore.
A Confirmation dialog box opens
3. Click Yes.
4. Reboot your VidyoPortal.
For steps to reboot your VidyoPortal, see Restarting the System, on page 52. If you want to restore a database file that is no longer on the VidyoPortal:
1. Follow the directions above on uploading a database file. 2. Follow the instructions above for restoring a database file.
Deleting
To delete unnecessary or outdated versions of the database: 1. Select the check box next to the version you wish to delete. 2. Click Delete at the top of the database table.
3. Confirm the action in the dialog box that opens.
To wipe the database clean and restore it to the factory defaults: 1. Click Factory Defaults at the top of the database table. 2. Confirm the action in the dialog box that opens.
Performing a System Upgrade
The System Upgrade tab is used for upgrading the VidyoPortal/VidyoOne software version as well for apply-ing system add-ons (such as SNMP or Hot Standby) or patches.
Before you perform a system upgrade, Vidyo highly recommends that you read the Release Notes that per-tain to your upgrade version.
The Vidyo upgrade filenames contain the server product abbreviation, version number and/or Add-on/Patch name, and have a .vidyo extension (example: TAG_VC_2_3_0_x.vidyo).
Caution: Once the VidyoPortal is upgraded, it cannot be reverted back to the previous version(s). Notes:
the VidyoPortal, preventing you from accidentally downgrading your software.
The upgrade process terminates all calls in progress.You might want to email users ahead of time and perform the upgrade when system usage is lowest.To upgrade the VidyoPortal:
1. Log in to the Super Admin Portal using your Super Admin account. 36. 2. Click the Settings tab.
4. Click the System Upgrade tab.
5. Click Upload and Update.
The Uploading new server software file dialog box opens. 6. Click Select File.
7. Locate the .vidyo file on your computer or other computer on your network. 8. Click Open in the File Upload dialog box.
9. Click Upload in the Uploading new server software file dialog box.
The upload process may take five to fifteen minutes or more depending on the bandwidth available between the upload file location and the VidyoPortal.
Once the upload completes, the VidyoPortal will reboot. Wait two to five minutes before proceeding to the next step.
Caution: Do NOT reboot the server manually during this process; doing so may interrupt the upgrade process and corrupt the data. Vidyo recommends running a continuous ping to the server to monitor the reboot process status.
When performing a VidyoPortal upgrade, you also typically need to upload new endpoint software as well. 41.
Restarting the System
The System Restart tab is used to restart or shutdown the VidyoPortal. To restart the VidyoPortal:
1. Click Restart.
2. Confirm the action in the dialog box shown and the server cycles its power. To shut down the VidyoPortal:
1. Click Shutdown.
2. Confirm the action in the dialog box shown and the server powers down.
Note: Once the server shuts down you can power it back up only by physically pressing the power button on the front of the unit.
Caution: When the system is restarted or shut down all calls in progress are ended.
You might want to email users ahead of time and perform the upgrade when system usage is lowest.
Securing the System
The Security tab enables you to deploy an SSL certificate to guarantee the authenticity of your VidyoPor-tal/VidyoOne to users.
For information about implementing end-to-end security for your VidyoConferencing system, see the Secu-rity Appendix that starts on page 184.
Enabling CDR Access
The Call Detail Records (CDR) database resides on the same server as the Web portal (VidyoPortal). Version 2.2 and later maintains more information than earlier versions in just two tables:
ConferenceCall2The Conference Call Table and Point-to-Point Call Table have been combined in a new single table. Some fields have been added, some deleted and some changed.
ClientInstallations2The new Client Installation Table also has new or changed fields.
The VidyoPortal has been configured to allow remote MySQL clients to read and delete the details from all the tables within the CDR database.
The CDR access tab enables you to grant permission via the access password and host IP or hostname for the cdraccess user.
For detailed information about working with the CDR database, see the CDR Appendix on page 213.
Downloading Audit Logs
The system logs all activity on the VidyoPortal. The information logged includes Record ID, User Name, Ten-ant Name, Activity (Login/Logout/Add Room), Status (Success/Failure), Date & Time, IP Address the user comes from, Event Details and so on.
To download the Audit Logs: 1. Select the Audit Logs tab.
