Customer Administration:
Configuration & Provisioning Guide Version 4.6
February 9, 2019
Thursday, February 7, 2019 All Rights Reserved © 2019 Page: i
Notices
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Table of Contents
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TABLE OF CONTENTS
1 Introduction 1
1.1 INTENDED AUDIENCE ................................................................................... 1
1.2 HOW TO USE THIS DOCUMENT ..................................................................... 1
1.2.1 Easy PDF Hyperlink Navigation ........................................................................... 1
1.2.2 Easy Word Hyperlink Navigation .......................................................................... 1
1.3 REFERENCES .............................................................................................. 1
1.4 TERMINOLOGY ............................................................................................. 2
1.5 WHAT'S NEW ............................................................................................... 7
2 Overview 8
2.1 GUIDE HIGHLIGHTS ...................................................................................... 8
3 Onboarding - Symphony Administration 9
3.1 ABOUT CONFIGURATION & SCOPE LEVELS .................................................... 9
3.1.1 Levels and Inheritance (Quick Ref) .................................................................... 11
3.2 TASK OUTLINE - ONBOARDING YOUR ACCOUNT .......................................... 12
3.2.1 Account Configuration Tasks .............................................................................. 12
3.2.2 Customizing Account (Overriding Default Configuration) ................................... 13
3.2.3 Provisioning Roles and Account Users .............................................................. 14
4 Administration Function 15
4.1 ACCOUNT USERS ...................................................................................... 15
4.1.1 List Users ............................................................................................................ 15
4.1.2 Toolbar Options .................................................................................................. 16
4.1.3 Managing User Account Registration Options ................................................... 16
4.1.4 Add a User, Update, or Delete (User Profile) ..................................................... 18
4.1.5 Manage Users (Change Password / Resend Welcome Email) .......................... 24
4.1.6 Mass Import Users.............................................................................................. 25
4.2 ACCOUNT LOCATIONS ................................................................................ 26
4.2.1 Edit Location ....................................................................................................... 27
Table of Contents
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4.3 ACCOUNT ROOMS ..................................................................................... 29
4.3.1 Edit Room ........................................................................................................... 30
4.4 ACCOUNT DEVICES .................................................................................... 34
4.4.1 Edit Device .......................................................................................................... 35
4.5 ACCOUNT CONFIGURATION FUNCTIONS ...................................................... 42
4.5.1 Account Configuration Definitions ...................................................................... 43
4.5.2 Account Monitoring ............................................................................................. 44
4.5.3 Account Scheduling ............................................................................................ 55
4.5.4 Account Calendar ............................................................................................... 57
4.5.5 Account Customization (Portal Logos, Email Logo and VMR Theme) ............... 58
4.5.6 Account LDAP .................................................................................................... 59
4.5.7 Account Entitlements .......................................................................................... 61
4.5.8 Account Tickets .................................................................................................. 62
4.5.9 Account User Registration (Policy, Licensing and Role Defaults) ...................... 64
4.5.10 Account Recording ........................................................................................... 66
4.5.11 Account VMR .................................................................................................... 67
Introduction
Intended Audience
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1 INTRODUCTION
This guide describes the configuration tasks for provisioning and handling your account using Symphony a Service (SYaaS). The tasks include onboarding accounts, provisioning locations, rooms, devices, and users for an account.
For a Quick Start, see Task Outline - Onboarding your account section.
1.1 INTENDED AUDIENCE
The guide is intended for SYaaS Account Administrators with all possible role permissions for Home Account Only Visibility.
1.2 HOW TO USE THIS DOCUMENT
This document is designed for both online and hardcopy consumption.
Please note hyperlinks may appear on a page which when clicked, reroute you to another topic, document or reference source. If you are reading a printed copy of the document, the underscored words are hyperlinks and should not be interpreted as items of emphasis.
Conventions used in this document for emphasis are bold and italic.
1.2.1 Easy PDF Hyperlink Navigation
You can use hyperlinks to jump to a place in the document. To Go Back/Return from whence you came, use ALT + Left Arrow.
NOTE The left arrow cannot be on the number pad. Use the regular keyboard cursor key, left arrow.
1.2.2 Easy Word Hyperlink Navigation
You can use hyperlinks to jump to a place in the document. To Go Back/Return from whence
you came; add the back button to your Quick Bar.
Navigate to File > Options > Quick Access Toolbar. Choose All commands from drop-down,
scroll and select the Back button, press Add. Press Save. The back button is now available on your Quick Bar for all word docs.
1.3 REFERENCES
This section aggregates customer-facing resources available for Administration and provides information regarding the Symphony platform.
Introduction
Terminology
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References
Topic / Title Description
Symphony - User
Guide
This document describes the processes and procedures for end-users of
the Symphony Web Portal. The guide explains features available from the
User point of view, (e.g., Scheduling a Symphony meeting and Virtual
Meeting Room [VMR] services).
Symphony - Customer
Admin User Guide
This guide describes how customer Administrators can manage and
moderate meetings, provision/manage users, manage/monitor devices, set
alerts, work tickets and create reports using the Symphony platform.
Symphony - Release
Notes
This document summarizes and details the enhancements and other
modifications to Symphony for a release/version. You can use this
document to view What’s New.
Symphony – Crestron-
AMX Configuration
and Monitoring
Guidance
This guide describes the processes for partner’s when setting up
Symphony AMX/Crestron Controllers for Symphony. These processes are
discussed in this guide:
• Loading the Symphony program on the controller
• Onboarding Crestron-AMX Controller and Associated Devices
• Verifying the Controller and Device Monitoring
• FAQ
1.4 TERMINOLOGY
This section provides the terms and acronyms utilized in this document.
Glossary of Terms
Term or Acronym Description
Account Administrator The Administrator performs a variety of tasks for your Symphony
company account based on the permissions specified for the
Administration roles. For example, the Account Admin can
add/delete/activate users, monitor locations, rooms and devices as
permitted.
Symphony as a Service (SYaaS) enables your company
Administrators to configure and provision Locations, Rooms, Devices
and Users for their account(s). In addition, Admins can optionally
configure monitoring thresholds and other items that when violated
cause ticket generation
Account Configuration In Symphony, Account configuration refers to the setup of Symphony
specifics for your account in conjunction with Symphony as a Service.
CMS Cisco Meeting Server (CMS) is utilized for Virtual Meeting Rooms
(VMR) in Symphony. Also, see TMS (Cisco and Symphony) definition
and process
Device Configuration In Symphony, Device Configuration is the bottom level for
configuration. See About Configuration Scope & Levels.
Introduction
Terminology
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Glossary of Terms
Term or Acronym Description
Endpoint A communication endpoint is a type of communication network node.
It is an interface exposed by a communicating party or by a
communication channel. An example of the latter type of a
communication endpoint is a publish-subscribe topic or a group in
group communication systems.
Exchange
(Microsoft Exchange Server)
Microsoft Exchange Server is a mail server and calendar server
developed by Microsoft. It runs exclusively on Windows Server
operating systems.
Global Configuration (GC) In Symphony, the Global Configuration is the top-tier or level for
configuration also called default configuration. Global Configuration
is performed exclusively by AVI-SPL Personnel.
See About Configuration Scope & Levels for an overall description of
Configuration Tiers/Levels and their inheritance.
GSOC GSOC refers to the AVI-SPL Global Services Operations Center.
When you have purchased Managed Services Powered by
Symphony, the AVI-SPL GSOC supports your account.
The GSOC provides comprehensive remote, proactive monitoring
and management of a customer’s video conferencing environment,
including infrastructure and endpoints, as well as any virtual services
LDAP LDAP stands for Lightweight Directory Access Protocol. As the name
suggests, it is a lightweight client-server protocol for accessing
directory services, specifically X.500-based directory services. LDAP
runs over TCP/IP or other connection-oriented transfer services.
Location A location contains the unique physical location street address,
building, and city/state or country and identifies where a project or
service takes place.
Location Configuration In Symphony, Location Configuration is the tertiary level for
configuration. See About Configuration & Scope Levels..
MCU Multipoint Control Unit
Monitoring Thresholds Symphony can generate tickets for device or other issues that violate
the monitoring thresholds configured for at the Account, Location, or
Device levels based on your configuration. When a threshold is
violated, Symphony determines whether to generate a ticket to alert
you of the situation.
Read About Configuration & Scope Levels to understand threshold
inheritance.
You can customize thresholds as desired, see Account Monitoring
section.
Introduction
Terminology
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Glossary of Terms
Term or Acronym Description
Monitoring Restrictions Symphony allows you to:
• Restrict monitoring schedules to disable monitoring as
necessary (e.g., for maintenance, moving, etc.) based on
your entire account or a location, room, device AND
• ALSO, you can customize if and when to generate tickets
based on the monitoring threshold violation conditions.
Read About Configuration & Scope Levels to understand threshold
inheritance.
You can customize thresholds as desired, see Account Monitoring
section.
OID An object identifier (OID) has a central utility in providing a traceable
source for the meaning of an identifier appearing in a cross-
system communication. The primary use of identifiers, either UUID
or OID, is in computer networks.
SNMP: An OID in Simple Management Network Protocol (SNMP) is
an "Object Identifier". It's an address used to identify devices and
their statuses. For example: “Want to know the status of a device at
one of your account room locations?”
Producer Please refer to Symphony Producers.
RMX MCU For Symphony purposes, RMX MCU refers to Polycom Real-time
Media eXecutive.
Room A Symphony Room is a physical or virtual location within a Location.
Room Configuration In Symphony, Room Configuration is the fourth level for
configuration. See About Configuration Scope & Levels)..
SNMP Simple Network Management Protocol (SNMP) is an internet
standard protocol for collecting and organizing information about
managed devices on IP networks and for modifying that information
to change device behavior.
Symphony as a Service
(SYaaS)
Symphony as a Service (SYaaS) enables you to access the
Symphony cloud and benefit from the capabilities of the Symphony
platform. The Symphony platform allows you to monitor and support
your AV, video, and unified communications and collaboration
systems.
Symphony Bridging
Services
When a customer has purchased Symphony Bridging Services, you
can automatically connect to a bridge when a scheduled meeting
starts. Symphony offers these types of bridging services:
• Hosted MCU Bridging Service
• Hosted Audio added to Bridging Call Service
Introduction
Terminology
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Glossary of Terms
Term or Acronym Description
Symphony Conferencing
Services
For Managed Services Powered by AVI-SPL, Symphony
Conferencing Services entitles customers direct assistance from
AVI-SPL for scheduling meetings, producing meetings, and a variety
of services included at no extra charge to customer.
A Symphony meeting or conference is scheduled using the
Symphony portal and/or loads to the bridge.
Symphony Account
Producer (SYaaS)
Your account Producer role can serve as the point of contact for both
scheduled and unscheduled conference calls. More specifically your
account producers can connect and monitor video meetings, conduct
conference sweeps and monitor endpoints.
AVI-SPL configures the role for your account and services which
typically has the Can produce meetings permission and/or and Can
assign producers to meetings permission.
Symphony Recording
Services
When a you have purchased Symphony Recording Services, you can
define a meeting with recording capability.
Symphony Services Symphony Services refers to the various types of purchased services
provided to customer accounts such as Symphony Conferencing
Services, Bridging Services and Recording Services.
Telnet Protocol Telnet is a protocol that allows you to connect to remote computers
(called hosts) over a TCP/IP network (such as the internet). Using
telnet client software on your computer, you can make a connection
to a telnet server (i.e., the remote host).
Tickets Symphony tickets can be created via a conference call, alert, or
manually. Ticketing has with customizable configuration options to
manage your Symphony app devices and experience.
In addition, you can purchase the Ticket Adapter Library (TAL)
component to provide Symphony ticket synchronization to customer
third-party support applications (e.g. ServiceNow, Salesforce).
Introduction
Terminology
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Glossary of Terms
Term or Acronym Description
TMS (Cisco) and Symphony At AVI-SPL, the Symphony product uses TelePresence®
Management Suite (Cisco TMS) for older Cisco MCUs and is
designed/configured as follows:
• TMS Agent – service running on the Symphony CommProxy
• TMS Server - If account is using Symphony as a Service
(SYaaS) methodology, the TMS device is configured in
Symphony. All other accounts (not using SYaaS) use Salesforce
for provisioning of their TMS.
• Also, the TMS device must be marked as active, as Symphony
accesses the device and makes API calls to retrieve / save /
update / delete conferences.
The room associated with the device must be marked as In
Service, and Managed.
• CommProxy must be configured. AVI-SPL sets ups and
configures this server device to monitor the account.
• Rooms are profiled in Symphony with their resource TMS ID, and
the respective device must be marked as active, and the room
associated with the device must be marked as In Service, and
Managed.
TMS Sync and direction must be configured in Symphony for the
account. Administrators with the proper access can setup the sync
direction under:
Administration > Configuration > Calendar
How it works?
• Service wakes up every 30 secs
• Symphony (SY) to TMS: Obtain all the meetings from SY since
the last sync (time stamp), convert meetings to the TMS format
and send the data to TMS.
• TMS to SY: Obtain all the meetings from TMS since the last sync
(transactions), convert meetings to the Symphony format and add
meetings to Symphony.
Limitations
• TMS has a limit of 100 occurrences to a recurrent meeting.
VMR A Virtual Meeting Room (VMR) is a self-service, cloud-based video
conferencing service and meeting room that is always available and
always accessible for ad hoc or scheduled meetings. Symphony
VMR Services are provided using Cisco Meeting Server (CMS).
Introduction
What's New
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1.5 WHAT'S NEW
This section describes the Symphony - Customer Administration User Guide enhancements for the current Symphony release. The features exposed depend on your company’s services and permissions. For a complete list of release features, see the Symphony - Release Notes
What's New
Release 4.6
1. Export List views to CSV (Comma Separated Value) file. From any List view toolbar, you can
use the CSV icon to export a CSV file to a spread sheet.
2. Room Service Contract Expiration date. Device Lease (Service) and Manufacturer’s
Warranty Expiration dates. Symphony can optionally track these items for expiration dates
and generate a ticket as desired. The ticket criticality can be adjusted as the expiration date
approaches. For example, if an expiration date is within 2 days, generate a critical ticket.
a. For Devices, track the expiration dates for Lease (Service) and Manufacturer Warranty
expiration.
b. For Rooms, track the expiration date for Service Contract expiration.
The expiration date thresholds for generating tickets can be configured at the Global
Configuration (Default), Account, Location, Room, and Device level.
3. New Meeting Features & Configuration:
a. When the auto-retry setting for endpoints setting is enabled for an account, Symphony
can automatically retry to connect to an endpoint (device) in busy status.
b. When the never terminate VIP meetings setting is enabled for an account, Symphony
will NOT automatically terminate a meeting designated as VIP meeting. The meeting
MUST be terminated by a Producer.
4. Account Ticket Adapter Configuration
Overview
Guide Highlights
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2 OVERVIEW
Symphony is a meeting and conferencing solution for monitoring, managing, and analytics all within a single platform to connect and conduct your meetings for workstream harmony.
With Symphony, you can automate meeting scheduling, launch meetings, and utilize a myriad of meeting management and monitoring functions providing global control of your AV and Unified Communications ecosystem.
Symphony integrates with Microsoft Exchange, Cisco TMS (TelePresence® Management Suite) and Crestron/AMX Controllers. One platform, interoperable, with a consistent User experience (UX) for all.
For an overview of Symphony Business Process Automation Module and Symphony as a Service (SYaaS), please refer to the Symphony - Customer Administration User Guide, section Overview.
2.1 GUIDE HIGHLIGHTS
The items in this section focuses on your account onboarding tasks as provisioned by your Administrators. Administrators can provision and manage Users, Locations, Rooms and Devices. You can optionally customize monitoring thresholds and set monitoring restriction schedules as necessary for your account’s associated Locations, Rooms, and Devices.
NOTE You CAN purchase your account onboarding services from AVI-SPL.
➢ Read about Symphony Configuration Scope levels for an understanding of the
Location, Room, and Device inheritance concepts.
➢ Task Outline - Onboarding your Account section describes the steps for configuring and
provisioning your account.
▪ Account Configuration Functions section describes how to view, configure, and
manage your account.
▪ Customizing Account (Overriding Default Configuration)
▪ Provisioning Roles and Account Users describes all aspects of managing users
and provisioning.
This section describes the Symphony Administrator Role for maintaining your account.
➢ Administration Function
Onboarding - Symphony Administration
About Configuration & Scope Levels
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3 ONBOARDING - SYMPHONY ADMINISTRATION
This section describes the tasks involved with onboarding configuration and provisioning for your account’s Locations, Rooms, Devices and Users in Symphony.
3.1 ABOUT CONFIGURATION & SCOPE LEVELS
The levels described in this section provide the scope of the account overall configuration (default configuration) to the most granular scope (device scope) for various items; Monitoring, Tickets, Recording, and other customizations.
You can define custom thresholds used to monitor devices for your account. In addition, you can also define monitoring restrictions. It is not necessary to configure options unless you want to change the default Account configuration.
Configuration item values are inherited from the Symphony Default Configuration to become the default for subsequent levels of configuration; (e.g., account, location, room, device). See the Account Monitoring section for a complete description of monitoring thresholds and restrictions. See next page for example and level descriptions.
Onboarding - Symphony Administration
About Configuration & Scope Levels
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For example, your account configuration is inherited from the Default Configuration, (set by AVI-SPL). You can customize device monitoring thresholds and restrictions based on your entire Account, or by Location, Room, Device.
Scope Configuration Level Definitions
Scope Level Name Definition
(Level 1)
Default Configuration
Thresholds and Restrictions
AVI-SPL ONLY. (Global Default level) is the top-level of
configuration scope options. Levels below the Global
Configuration such as Account Configuration, Location,
Room and Device Configuration can inherit from higher
levels when not specifically defined.
(Level 2)
Account Configuration
(inherits Default Config)
Thresholds and Restrictions
Account Configuration is the secondary level of
configuration scope options. When Account
Configurations are not specified, the default values are
inherited.
(Level 3)
Location Configuration
(inherits Account Config)
Thresholds and Restrictions
Location Configuration is the tertiary level of configuration
scope options. When Location Configurations are not
specified, the default values are inherited from the
previous scope level defined.
(Level 4)
Room
(inherits from Location Config)
Thresholds and Restrictions
Room Configuration is the fourth level. Room
Configuration inherits Monitoring Restrictions and
Expiration Date Thresholds only. When Room
Configurations are not specified, the default values are
inherited from the previous scope level defined.
(Level 5)
Device Configuration
(inherits Location Config
and/or Room Config)
Thresholds and
Restrictions
Device Configuration is the bottom-level of configuration
scope options. When Device Configurations are not
specified, the default values are inherited from the
previous scope level defined.
Onboarding - Symphony Administration
About Configuration & Scope Levels
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3.1.1 Levels and Inheritance (Quick Ref)
This chart is for quick reference once you have begun your provisioning and understand the configuration items such as monitoring thresholds and restrictions, see Account Monitoring for a complete description of topics.
The default configuration can be overridden as depicted in the tables below. The levels and inheritance level order are specified in the tables.
Monitoring Inheritance
Inheritance
Order
Video Endpoint
Thresholds
Infrastructure
Elements
Thresholds
AV Device
Thresholds (Generic)
Other Monitoring
Items
Level
General
e.g.
Comm,
packet
loss, etc
Advanced
Source
e.g.
SNMP
General
e.g.
Comm,
packet
loss,
etc.)
Advanced
Source
e.g.
SNMP
General
e.g.
Comm
Advanced
Source
e.g. Room
controller,
SNMP, etc
Monitoring
Restriction
&
Expiration
Dates
SNMP
OID
1. Default
Config.
(AVI-SPL) ✓ ✓ ✓ ✓ ✓ ✓ ✓
✓ Device
Model
2. Account
Inherits
Default
Config
✓ ✓ ✓ ✓ ✓ ✓ ✓
3. Location
Inherits Acc ✓ ✓ ✓ ✓ ✓ ✓ ✓
5. Room
Inherits
Loc
✓
5. Device Inherits
Loc
✓
Inherits
Loc
✓
Inherits
Room ✓
Inherits
Loc
✓ SNMP
Tab
All Other Global Config Inheritance
Inheritance Order & Tier (Level) Scheduling Tickets Roles Recording
1. Default Configuration (AVI-SPL)
✓ ✓ ✓ ✓
2. Account
Inherit Default Configuration ✓ ✓ ✓ ✓
Onboarding - Symphony Administration
Task Outline - Onboarding Your Account
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3.2 TASK OUTLINE - ONBOARDING YOUR ACCOUNT
The task outline provides a checklist of items to be performed/considered when provisioning account data and users.
3.2.1 Account Configuration Tasks
Configure Account and Other Tasks
Task Reference Comment
Add Locations Account Locations OPTIONAL: You can add physical Location address,
country, time zone and other information. Your
account has locations unless your account has only
VMR services.
Add Rooms Account Rooms OPTIONAL: You can add physical rooms to locations
as desired unless your account is VMR only.
Add Devices Account Devices OPTIONAL: Your account has devices unless your
account is VMR only.
Configure Calendar
Synchronization
Account Calendar OPTIONAL: READ-ONLY Only necessary when your
account has Cisco TMS or Microsoft Exchange
integration enabled.
Configure Account
Customization
Account
Customization
OPTIONAL: You can update the Portal Logos and
Email Logo.
Configure LDAP
integration
Account LDAP OPTIONAL: Only necessary when account has LDAP
integration.
Account Entitlements Account
Entitlements
INFORMATIONAL ONLY: AVI-SPL configures the
account entitlements and services for Symphony as a
Service.
You can verify the number of Conferencing and/or
VMR licenses available and utilized via the
Entitlements display screen.
Registration &
Licensing (Users)
User Registration REQUIRED: You can enable users to self-register
when desired for your account. In addition, you can
define default roles and licensing for users.
Virtual Meeting Room
(VMR)
Account VMR OPTIONAL: Only necessary when account is using
VMR.
Onboarding - Symphony Administration
Task Outline - Onboarding Your Account
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3.2.2 Customizing Account (Overriding Default Configuration)
You can customize the following items to meet your account needs. It is not necessary to change the default configuration unless desired.
Customizing Account Thresholds and Other Tasks
Task Reference Comment
Customizing Account - Overriding the default Configuration for Account
Configure Monitoring Thresholds
• Video Endpoint Threshold
• Infrastructure Element Threshold
• AV Devices Threshold
• Computer Threshold
• Expiration Date Thresholds
• Monitoring Restrictions
Account
Monitoring
OPTIONAL: You can break the
inheritance as described in About
Configuration & Scope Levels.
Configure scheduling policies,
Email Notifications (Meeting
Invites)
Account
Scheduling
REQUIRED: You can verify the default
policies are accurate, update as
necessary. You can break the inheritance
as described in About Configuration &
Scope Levels
Check tickets policies Account Tickets REQUIRED: You can verify the default
ticket policies are accurate.
OPTIONAL: Update Ticket policies as
necessary for account custom policies.
Recording Account
Recording
OPTIONAL: When you have purchased
Symphony recording services, you can
define whether guests can view public
and/or unlisted meeting recordings.
Other Customized Configurations - Override Configurations
LOCATION: Override the inherited
configuration
Override Account
Location
Monitoring
(Thresholds)
OPTIONAL: You can break the
inheritance chain to override the inherited
default values.
ROOM: Override the inherited
configuration
Override Account
Room Monitoring
(Thresholds) and
Restrictions
OPTIONAL: You can break the
inheritance chain to override the inherited
default values.
DEVICE: Overriding the inherited
configuration
Override Account
Device
(Thresholds,
SNMP,
Monitoring
Restrictions)
OPTIONAL: You can break the
inheritance chain to override the inherited
default values.
Onboarding - Symphony Administration
Task Outline - Onboarding Your Account
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3.2.3 Provisioning Roles and Account Users
Create Account and Other Tasks
Task Reference Comment
Configure Account User
Registration
(Policy, License, Default Role)
Account User Registration REQUIRED: Determine self-
registration, auto-license
assignment, default role for user
upon add/import.
Add Users to the Account
Create a User (Singular) Create a User (User Profile) OPTIONAL: This feature adds one
user at a time and their role.
Mass import users from a
CSV file
Mass import users OPTIONAL: Use a CSV or. txt (text)
file to mass import account user info
into a default role.
Create one or more account
administrators
(Roles)
Create a user
Assigning the proper role to
the user via User Capabilities
OPTIONAL: Only if the account is
required to have one or more
customer account administrators.
Reset the password of a
user
Manage User: Password
Reset and Welcome Email
OPTIONAL: You have an option to
change the password of a user.
When a user contacts you for
forgotten password, ask the user to
click the Forgot Password link on the
portal and to follow the instructions in
the email.
Resend the Welcome Email Manage User: Password
Reset and Welcome Email
OPTIONAL: You can resend the
welcome email to a user which
includes the link to the Symphony
portal, types of services, and
Symphony documentation links.
Administration Function
Account Users
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4 ADMINISTRATION FUNCTION
The Administration function on the left navigation bar displays the options available to your account. Make sure you are familiar with the Symphony Administration Basics section in the Symphony - Customer Admin User Guide, (e.g., toolbar options, crumb trail navigation, search features and more).
Figure 1: Administration Function on left navigation bar
4.1 ACCOUNT USERS
You can onboard users using these methods.
➢ Add, Update or Delete individual Users
➢ Mass Import Users from a file
To manage user(s) for an account, see:
➢ Managing Account User Registration.
➢ Manage user roles via User Capabilities (Roles).
➢ Change User Password or Resend Welcome email.
4.1.1 List Users
1 Navigate to Administration > Users on the left navigation bar. Click on the Username to update user roles and capabilities.
Figure 2: User List
Administration Function
Account Users
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4.1.2 Toolbar Options
These icons appear in the account Users toolbar based on your user permissions. Your ability to perform functions within an option can also be restricted.
User Configuration Toolbar Icon Definitions
Icon Definition
USER List Toolbar ONLY You can Mass Import user email addresses from a file. The
default role is derived from the Account User Registration.
To add row(s) to a list, press the plus sign. The plus sign is used for provisioning
Users, Locations, Rooms, Devices.
To delete row(s) from the list, check the box for the row(s) and press the minus sign
on the toolbar.
Refresh the screen display.
Export csv file. You can export data to a Comma Separated Value (CSV) File. The
exported data can be viewed, sorted, annotated and shared for easy collaboration via a
spreadsheet. These export options are supported:
• Display data (the readable format which displays on the List view screen),
• Raw data (the raw data returned from the Middleware, basically shows more
fields).
4.1.3 Managing User Account Registration Options
These methods are available when creating users and their corresponding registration:
Method Description
Self-Registration When self-registration for your account is active, users can register their own
user account.
Self-Activation As an Administrator, you can opt to start the process, add the email address of a
user and allow users to self-activate. The user receives an email with a link to
enter relevant information for completing their registration.
Manual
Registration
As an Administrator, you can choose to enter all the information for a user
(including a password) manually and reach out to the user who is out of band.
The graphic flow below summarizes the methods.
Administration Function
Account Users
Symphony Administrator 4.6
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4.1.3.1 Registration Work Flow
Figure 3: Symphony User Registration Workflow
Administration Function
Account Users
Symphony Administrator 4.6
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4.1.4 Add a User, Update, or Delete (User Profile)
You can manage user Information, Capabilities, Conferencing, and Personal VMR (if your account has VMR services). Select a user toolbar option on the User List screen to add or delete users. To edit a user, click the Username on the User list.
Figure 4: Add User
Administration Function
Account Users
Symphony Administrator 4.6
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NOTE The Conferencing tab is NOT relevant when account is VMR only.
The indicators and ways to register a user are described below.
Action/Field Description
This field contains the users email address and is the
username a user enters to sign in to Symphony.
The User is active checkbox indicates that the user can
login to the portal using the assigned password.
When self-registration for your account is active, users
can register their own user account. Checking the box
for a user to Self-activate indicates the user enters all
their own profile information into the portal upon
registration.
Admin manually registers
user
If you do NOT want the user to Self-activate, enter all the
remaining required information, (asterisk denotes
required fields).
4.1.4.1 User Capabilities (Roles)
The Capabilities tab of the User Profile screen allows you to set the role of the user. You must have permission to utilize the Capabilities function. The example shows the administrator role for SYaaS.
Figure 5: User Capabilities (Role) Tab
1 Select a user from the User list and navigate to the Capabilities tab to update a user role.
NOTE AVI-SPL configures the roles and associated permissions for an account.
2 Press Update button (bottom of screen).
Administration Function
Account Users
Symphony Administrator 4.6
Configuration and Provisioning © 2019 AVI-SPL, Inc. All Rights Reserved Page: 20
4.1.4.2 User Conferencing Tab
The Conferencing tab allows you to set conferencing services for which this user is entitled. If the account is also configured with Personal Audio Conferencing Service, you can add the user’s personal audio conferencing codes and PINs in this screen.
Figure 6: User Conferencing Tab
4.1.4.3 VMR Personal Tab
1 You can enable a Personal VMR for the user by adding information to the corresponding tab and checking the box. Please see VMR Field Definitions in the next section.
Figure 7: User VMR Personal Tab
Administration Function
Account Users
Symphony Administrator 4.6
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4.1.4.3.1 VMR Field Definitions
The fields for the VMR are described below.
Field Definition
Video Meeting
(VMR Number)
This field contains the address you and your meeting participants use to connect to
your VMR.
This address is like an email address, with a 10-digit number followed by the
domain of your VMR portal. This address is assigned to you and cannot be
changed.
Passcode This field contains a 5-digit number you and your guests enter when hosting a
meeting. There is no concept of Host PIN in Cisco CMS. Everyone joins as guests.
NOTE: If you start your meeting by logging on to the Symphony portal and opening
your VMR, it is not necessary to enter the Host PIN.
View Please refer to View Field Definition section.
4.1.4.3.2 Screen Layouts (View Field Definition)
For a VMR (My Room), you specify one View for the host and all participants.
1 You can use the drop-down arrow to change the default view for meetings in a user's VMR. The View field contains the options shown and the user can change the options on their Preferences > My VMR tab screen. See table below for examples of view screen layouts.
Figure 8: User Conferencing - View field options
The following table shows examples of the various view options. Please see screen layouts for SIP endpoints for a complete description of the layouts available.
Administration Function
Account Users
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View Field Options
Screen Layout Option
One of the options below is selected automatically based on
the number of participants.
Automatic
Telepresence
Stack
Speaker Only
All Equal
All Equal Quarters
Administration Function
Account Users
Symphony Administrator 4.6
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View Field Options
Screen Layout Option
All Equal Ninths
All Equal Sixteenths
All Equal Twenty Fifths
One Plus Five
One large active speaker video with 9 smaller videos below One Plus Nine
Administration Function
Account Users
Symphony Administrator 4.6
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4.1.5 Manage Users (Change Password / Resend Welcome Email)
1 Navigate to Administration > Users and select a user from the User list.
2 From any tab, you can click the buttons on the bottom of the tab screen to:
➢ Change/Reset Password OR
➢ Resend Welcome Email to the user.
Figure 9: Change/Reset Password and Resend Welcome Email
Administration Function
Account Users
Symphony Administrator 4.6
Configuration and Provisioning © 2019 AVI-SPL, Inc. All Rights Reserved Page: 25
4.1.6 Mass Import Users
1 You can mass import users from a file by clicking on the cloud down-arrow icon on the toolbar of the User list.
If the self-registration option is enabled for your account, the User will self-activate option is automatically enabled for the users imported. All users receive an email containing instructions to set a password and enter their profile information.
The default role assigned to the users is configured by AVI-SPL, typically user has User View capabilities. You can assign the administrator role manually after the import using the User Capabilities tab.
Figure 10: Mass Import Users
2 FILE FORMAT: Use the File button browse and select a file containing the email addresses only for the users you wish to import, (one email address per line). The file can be designated as .csv (comma separated value) or .txt (text file).
3 Press Upload.
Administration Function
Account Locations
Symphony Administrator 4.6
Configuration and Provisioning © 2019 AVI-SPL, Inc. All Rights Reserved Page: 26
4.2 ACCOUNT LOCATIONS
This section describes Location provisioning and configuration. Be sure to understand monitoring threshold and restriction inheritance for Configuration & Scope Levels.
1 You can navigate to Administration > Locations (left navigation bar) to view the Location List.
Figure 11: Location List Screen (Edit, Configure, Provision)
2 You can click the Location Name drill down to view, edit, or configure the Location.
3 You can click the blue drill-down link columns to access Rooms and Devices for a location.
4 To add or delete locations, you can use the toolbar options.
5 You can use the ellipsis menu to navigate to the location’s Rooms, Devices, or to Configure monitoring thresholds.
Administration Function
Account Locations
Symphony Administrator 4.6
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4.2.1 Edit Location
1 Clicking on the Location Name from the Location List opens the Edit Location view.
Figure 12: Edit Location View
2 You can change the location image by clicking the Change link below the image.
3 Click the Configuration button to configure Monitoring for the location, (i.e. override the standard Location configuration (i.e., override monitoring inheritance).
4 Press Update.
4.2.1.1 Location Field Descriptions
Location Field Descriptions & Notes
Field Descriptions & Notes Valid and/or Sample
Values
Location Is Active OPTIONAL: This field indicates whether the
location displays for the Symphony Meeting
scheduler. This field also determines whether
Monitoring capabilities (thresholds) are actively
enforced for the location/rooms/devices. Keep
this indicator off while you are configuring
rooms/devices subordinate to this location to
prevent ticket generation.
Boolean: True/False
Administration Function
Account Locations
Symphony Administrator 4.6
Configuration and Provisioning © 2019 AVI-SPL, Inc. All Rights Reserved Page: 28
Location Field Descriptions & Notes
Field Descriptions & Notes Valid and/or Sample
Values
Reference IP address OPTIONAL: This field is for customer reference
and use only.
123.23.123.12
Geo Location OPTIONAL: This field allows Symphony to
position the location on the Map Views for
meetings and devices.
• If Geo Location value is set to
Automatic, Symphony automatically
retrieves coordinates from the location
address.
• If Geo Location value is set to Manual,
the longitude and latitude for the location
are specified by the user.
Manual or Automatic
For Manual: sample
Longitude: -82.460794
Latitude: 27.987439
4.2.1.2 Override Location Configuration (Thresholds & Restrictions)
You can override a location’s inherited default Monitoring Thresholds or Restrictions. To understand monitoring inheritance read About Configuration & Scope Levels.
1 From the Location list click the ellipsis menu and select Configuration
-OR- from the Edit Location view click the Configure button at the bottom of the screen.
The Monitoring Thresholds and Restrictions pane displays. See Account Monitoring Definitions for definitions of each monitoring category and to link to configuration examples.
2 To change any of the thresholds, click on the chain icon next to the threshold to
break the default inheritance chain associated with the Configuration & Scope
Levels. The broken chain enables you to edit an item. You can toggle the icon by clicking again to revert back to the inheritance chain value (solid chain).
3 You can use the crumb trail to easily navigate when Configuring items.
Administration Function
Account Rooms
Symphony Administrator 4.6
Configuration and Provisioning © 2019 AVI-SPL, Inc. All Rights Reserved Page: 29
4.3 ACCOUNT ROOMS
This section describes Room provisioning and configuration. Be sure to understand monitoring threshold and restriction inheritance for Configuration & Scope Levels.
1 You can navigate to Administration > Rooms (left navigation bar) to view the Room List.
Figure 13: Rooms List (Edit, Configure, Provision)
2 You can click the Room Name drill down to view, edit, or configure the room.
3 You can click the blue column drill-down links to access the Location or Devices.
4 To add or delete rooms, you can use the toolbar options.
Administration Function
Account Rooms
Symphony Administrator 4.6
Configuration and Provisioning © 2019 AVI-SPL, Inc. All Rights Reserved Page: 30
4.3.1 Edit Room
1 Clicking on the Room Name from the Room List opens the Edit Room view.
These tab functions are associated with the room as depicted below; Information, Monitoring Restrictions, Expiration Date Thresholds, and Comments.
Figure 14: Edit Room View
Administration Function
Account Rooms
Symphony Administrator 4.6
Configuration and Provisioning © 2019 AVI-SPL, Inc. All Rights Reserved Page: 31
1 You can change the image by clicking the Change link below the image.
2 Type in the Room fields.
3 Override room Monitoring Thresholds and Monitoring Restrictions (as desired).
4 Add room Comments (as desired).
5 Click Update.
4.3.1.1 Room Field Descriptions
Room Field Description & Notes
Field Descriptions & Notes Valid and/or Sample Values
Managed Room OPTIONAL: This field determines whether
your operations center is managing the room.
For TMS synchronization & monitoring
devices associated with the room, this
checkbox must be checked.
Boolean: True/False
In Service OPTIONAL: This field indicates whether
Monitoring capabilities (thresholds) are actively
enforced for the rooms/devices. Keep this
indicator off while you are configuring devices
subordinate to this room to prevent ticket
generation.
For TMS synchronization & monitoring
devices associated with the room, this
checkbox must be checked.
Boolean: True/False
Public Room OPTIONAL: This field is for customer use.
Symphony stores the data.
Boolean: True/False
Room Is VIP OPTIONAL: This field determines whether the
room is considered to have VIP Devices and
treatment.
See Symphony - Customer Admin User Guide,
section VIP Management for information
regarding VIP meetings and rooms.
Boolean: True/False
Room Type REQUIRED: This field defines the type of
room. Select a room type from the drop-down
menu.
Audio, AVI-SPL Hosting PoP,
Office, Cubicle, Huddle
Space, Data Closet,
Telepresence
Administration Function
Account Rooms
Symphony Administrator 4.6
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Room Field Description & Notes
Field Descriptions & Notes Valid and/or Sample Values
Scheduling Option
Please refer to the
Symphony - User
Guide section,
Scheduling a Meeting,
sub-section
Conferencing Tab for
more information on
Symphony Meeting
scheduling.
REQUIRED: This field indicates whether the
room is used for Symphony:
• Video Conferencing (VC) Scheduling
means the room can be utilized for
Symphony Meeting Web Scheduling
via the Conferencing Tab, (Rooms).
• Room Only Scheduling the room is
available for Symphony Meeting Web
Scheduling but there are no devices
associated with the room that
Symphony launches/monitors/utilizes.
• None means the room not utilized by
Symphony Meeting Web Scheduler.
VC Scheduling
Room Only Scheduling
None
TMS ID OPTIONAL: When the Scheduling Option
equals value VC Scheduling and TMS is
utilized, add the TMS ID for the room.
10
Exchange ID OPTIONAL: When the Scheduling Option
equals value VC Scheduling and MS
Exchange is utilized, add the Exchange ID.
Format:
exchangeID@<Domain>.com
Initial Certification
Date
OPTIONAL: This date field contains the date
of the initial certification of devices/MCU for an
account as specified in AVI-SPL contract.
NOTE: You cannot alter this field.
-
Re Certification Date OPTIONAL: This date field contains the date
of re-certification of devices/MCU for an
account as specified in AVI-SPL contract.
NOTE: You cannot alter this field.
-
Service Contract
Expiration
OPTIONAL: This field contains the expiration
date for the service contract associated with
this room. This field is monitored using the
expiration date thresholds configuration. When
the threshold is violated a ticket can be
generated. If the field is empty, no monitoring
is performed.
Date Format or use Widget
MM/DD/YYYY
Room Camera URL OPTIONAL: This field can contain any
clickable hyperlink. Please see Room Camera
URL Field below.
www.mycaddrawings.com
4.3.1.1.1 Room Camera URL Field
The Room Camera URL field enables you to add a camera URL (e.g. IP camera) and other items such as CAD drawings or other device URLs associated with a room.
Administration Function
Account Rooms
Symphony Administrator 4.6
Configuration and Provisioning © 2019 AVI-SPL, Inc. All Rights Reserved Page: 33
1 If you added the Room Camera URL field to the Edit Room screen, you can view the room information. Click the Room Camera button to open a page for the device or other item associated with the room.
Figure 15: Room Details (Room Camera Button)
4.3.1.2 Override Room Configuration (Thresholds & Restrictions)
You can override a room’s inherited default Monitoring Thresholds (e.g., for room Expiration Date applies) or Restrictions. To understand monitoring inheritance read About Configuration & Scope Levels.
1 From the Edit Room select the Expiration Dates and/or Monitoring Restrictions tabs for configuration examples.
2 To change any of the thresholds, click on the chain icon next to the threshold to
break the default inheritance chain associated with the Configuration & Scope
Levels. The broken chain enables you to edit an item. You can toggle the icon by clicking again to revert back to the inheritance chain value (solid chain).
3 You can use the crumb trail to easily navigate when Configuring items.
Administration Function
Account Devices
Symphony Administrator 4.6
Configuration and Provisioning © 2019 AVI-SPL, Inc. All Rights Reserved Page: 34
4.4 ACCOUNT DEVICES
This section describes Device provisioning and configuration. Be sure to understand monitoring threshold and restriction inheritance for Configuration & Scope Levels.
1 You can navigate to Administration > Device (left navigation bar) to view the Device List.
Figure 16: Device List (Edit, Configure, Provision)
1 You can click the Device Name drill down to view, edit, or configure the device.
2 You can click the blue column drill-down link to access device Rooms and Locations.
3 To add or delete devices, you can use the toolbar options.
4 You can use the ellipsis menu to navigate to the Device Monitoring view, or you can configure Device, Rooms and Locations.
Administration Function
Account Devices
Symphony Administrator 4.6
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4.4.1 Edit Device
1 Clicking on the Device Name from the Device List opens the Edit Device view.
These tabs are displayed; Information, Properties, General Thresholds, Advanced Thresholds, SNMP, Monitoring Restrictions, Expiration Date Thresholds, and Comments.
Figure 17: Edit Device
Administration Function
Account Devices
Symphony Administrator 4.6
Configuration and Provisioning © 2019 AVI-SPL, Inc. All Rights Reserved Page: 36
1 You can change the image by clicking the Change link below the image.
2 Type in the Device Fields for all tabs as required/desired.
3 Override device Monitoring Thresholds and Monitoring Restrictions (as desired).
4 Type in Comments (as desired).
5 Click Update.
4.4.1.1 Device Information Field Descriptions
Device Field Descriptions & Notes
Field Descriptions & Notes Valid and/or Sample Values
Device Name REQUIRED: This field can be any name ideally the
naming intuitively indicates the device type, make, model,
and possibly owner.
Crestron PRO3
AMX Occupancy Sensor
Avaya XTE240
Cisco C90
CEO Office PC
Type REQUIRED: This field is the broader term for what the
device represents. Select from the predefined Types.
For Controller: AV Devices
For Devices: can be: Codecs, AV Device,
Infrastructure, Unknown
For Symphony supported Codecs,
• Profile as usual and do not associate with a Room
Controller.
• -OR- you can profile the Codecs under a Room
Controller like any other device.
See Symphony - Crestron-AMX Configuration and
Monitoring Guidance, section FAQ Configuring Codecs.
AV Devices
Codecs
Computer
Infrastructure
Unknown
Category REQUIRED: DEPENDENT ON: Type. The selection list
displayed for this field designates the category to further
specify the device. Select Generic when the A/V device
does not fit into the other selection categories.
Type is Codecs and category is Telepresence, then
Symphony supports an array of devices with best quality
audio and video.
AV Controller, Desktop,
Generic (e.g., TWS-750), Lights
MCU, Telepresence
Manufacturer REQUIRED: DEPENDENT ON: Type and Category. The
selection list displayed for this field designates the
manufacturer to further specify the device. Select Other
when the manufacturer is not listed.
Avaya, Crestron, Other (e.g.,
Tablet), Polycom, Sony
Model REQUIRED: DEPENDENT ON: Type, Category,
Manufacturer. The selection list displayed for this field
designates the model to further specify the device. Select
Generic or Unknown when the Manufacturer value is
Other.
PRO3, Scopia Desktop, Trio
8800, Unknown
Administration Function
Account Devices
Symphony Administrator 4.6
Configuration and Provisioning © 2019 AVI-SPL, Inc. All Rights Reserved Page: 37
Device Field Descriptions & Notes
Field Descriptions & Notes Valid and/or Sample Values
Device Is
Active
OPTIONAL: This field indicates whether to enable and
actively enforce the device Monitoring capabilities
(thresholds).
Keep this indicator off while you are configuring device to
prevent ticket generation.
Boolean: True/False
Device is
V.I.P.
OPTIONAL: This field designates whether to enable VIP
capabilities for the device determining how the device is
treated, see Symphony - Customer Admin User Guide,
section VIP Management for details.
Boolean: True/False
Room REQUIRED: This field contains the name of the room
where the device resides.
The drop-down list contains all
rooms for an account.
Service Type REQUIRED: This field determines whether a device is
Monitored by Symphony and/or Managed by Symphony,
or neither (e.g. None).
Please see Symphony - Customer Admin User Guide,
section Device Information Tab for details regarding
Managed vs. Monitoring Only devices.
Monitor & Manage
Monitoring Only
None
Monitoring
Source
REQUIRED: This column contains the information
associated with how the location is monitored.
For Controller: CommProxy
NOTE: Use CommProxy when configuring a
separate Codecs entity, see Symphony -
Crestron-AMX Configuration and Monitoring
Guidance, section FAQ Configuring Codecs.
For all other Devices: Room Controller.
CommProxy
Room Controller
Third-party ID OPTIONAL: The Third Party IDs are the Device IDs
found in the retrieved .json files from the controller. See
Symphony - Crestron-AMX Configuration and Monitoring
Guidance, section Crestron .json or AMX .json for sample
format of this field.
Format (alphanumeric)
Example:
XXXXXXXX-XXXX-XXXX-
XXXX-XXXXXXXXXXXX
Customer
Cost Center ID
OPTIONAL: This field is provided for your account’s use.
Symphony simply stores the field.
Customer defined
Lease
Expiration
OPTIONAL: This field contains the expiration date of the
lease/service for the device. This field is monitored by the
expiration date thresholds configuration. When the
threshold is violated a ticket can be generated. If the field
is empty, no monitoring is performed.
Format: MM/DD/YYYY
Manufacturer
Warranty
Expiration
OPTIONAL: This field contains the expiration date of the
manufacturer’s device warranty for the device. This field is
monitored by the expiration date thresholds configuration.
When the threshold is violated a ticket can be generated.
If the field is empty, no monitoring is performed.
Format: MM/DD/YYYY
Administration Function
Account Devices
Symphony Administrator 4.6
Configuration and Provisioning © 2019 AVI-SPL, Inc. All Rights Reserved Page: 38
Device Field Descriptions & Notes
Field Descriptions & Notes Valid and/or Sample Values
Management
IP
REQUIRED: This field contains the IP address of the
device.
123.12.123.123
Management Interfaces
IMPORTANT NOTE: These fields pertain to devices that have a Service Type of Managed and/or
Monitored.
Protocols REQUIRED: At least one of the checkboxes must be
checked when Service Type equal to value Manage &
Monitor. These protocols are utilized for communicating
from the device to Symphony and vice-versa.
For Crestron/AMX Controllers: Check the HTTP box.
HTTP, SSH, TELNET
Secure REQUIRED: The SSH (Secure Shell) protocol box is
always checked by default. This field indicates whether
credentials are necessary for utilizing the protocol/device.
For example, when HTTP protocol:
• For HTTP do NOT check the box
• For HTTPS check the box
For Crestron/AMX Controllers: Box must be unchecked.
Boolean: True/False
Username &
Password
OPTIONAL: These fields contain any valid User ID and
Password credentials as necessary for managing the
device.
For Crestron/AMX Controllers: Use any valid credentials
N/A
Local Port OPTIONAL: This field contains the device Local port
number when necessary for the device.
For Crestron/AMX Controllers: Value MUST be 8080.
22
8080
Remote Port OPTIONAL: This field contains the Remote port number
when necessary for the device.
For Crestron/AMX Controllers: Leave Blank
8080
4.4.1.2 Device Properties Tab
The Properties tab displays the specific properties of the device.
Administration Function
Account Devices
Symphony Administrator 4.6
Configuration and Provisioning © 2019 AVI-SPL, Inc. All Rights Reserved Page: 39
Figure 18: Device Properties Tab
Administration Function
Account Devices
Symphony Administrator 4.6
Configuration and Provisioning © 2019 AVI-SPL, Inc. All Rights Reserved Page: 40
4.4.1.2.1 Device Properties Descriptions
Device Field Descriptions & Notes
Field Descriptions & Notes Valid and/or Sample Values
Management IP REQUIRED: This field contains the IP address
of the device.
123.45.678.999
Protocol REQUIRED: This field the Voice over Internet
Protocol (VoIP), if any, for the device.
Dual H.323 & SIP, H323 Only,
SIP Only, ISDN, None
Software Version OPTIONAL: This field contains the software
version for the device.
Release - 6.1.3-390050
Serial Number OPTIONAL: This field contains the device
serial number.
82144443143ABC
Mac Address OPTIONAL: This field contains the MAC
address of the device.
00:D0:AC:41:12:3D
E.164 OPTIONAL: DEPENDENT ON Protocol
• If the protocol includes H.323, this
field is REQUIRED and contains the
E.164 alias of the device.
• If the protocol is ISDN, this field
contains the phone number.
H323 protocol:
7771231234
ISDN protocol:
Gatekeeper IP OPTIONAL: DEPENDENT ON Protocol
If protocol includes H.323, this field should
contain IP address of the gatekeeper with
which the device is registered.
123.45.678.88
Position OPTIONAL: DEPENDENT ON
Category=TELEPRESENCE.
This field only applicable to telepresence
devices and contains position on the device in
telepresence suite.
5
Audio Bridge Dial Out
Supported
OPTIONAL: DEPENDENT ON Category=
MCU.
This field applies only to MCU devices and
indicates whether MCU has audio (PSTN) dial
out capabilities.
Boolean: True/False
Bandwidth OPTIONAL: This field applies only to video
conferencing devices (Codecs) and contains
default bandwidth utilized when dialing device
in a call. Value is typically in Kbps (kilobits per
second).
1090, 3072, 4096
ISDN Dial Out
Supported
OPTIONAL: DEPENDENT ON Category=
MCU This field applies to MCU devices and
indicates whether MCU has ISDN dial out
capabilities.
Boolean: True/False
Administration Function
Account Devices
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Device Field Descriptions & Notes
Field Descriptions & Notes Valid and/or Sample Values
SNMP Community OPTIONAL: This field contains the SNMP
community string. If specified, Symphony
monitors SNMP OIDs configured for this
device model.
Public, Blank, 8-10CharRand
Total Ports OPTIONAL: DEPENDENT ON Category=
MCU. This field applies to MCU devices and
contains total number of MCU ports available.
50
H323.ID OPTIONAL: DEPENDENT ON Protocol
If protocol includes H.323, this field may
contain the H.323 ID alias of the device.
Direct Dial In Prefix OPTIONAL: DEPENDENT ON Category=
MCU. This field is reserved for future use.
N/A
SIP Dial In Prefix OPTIONAL: DEPENDENT ON Category=
MCU This field applies to MCU devices and
contains the prefix to be used when dialing
devices with SIP Protocol.
H323 Dial In Prefix OPTIONAL: DEPENDENT ON Category
=MCU. This field applies to MCU devices and
contains the prefix to be used when dialing
devices with H.323 Protocol. The field is
based on the routing rules configured on
customer network.
123
12345
1
SIP URI OPTIONAL: DEPENDENT ON Protocol
If protocol includes SIP, this field is
REQUIRED and contains SIP address of the
device.
SIP Registrar OPTIONAL: DEPENDENT ON Protocol
If protocol includes SIP, this field contains IP
address of the gatekeeper with which the
device is registered.
172.31.123.12
4.4.1.3 Device SNMP Tab
The values on this screen are entered by AVI-SPL for SNMP monitored devices.
4.4.1.4 Override Device Configuration (Thresholds & Monitoring Restrictions)
You can override a device’s inherited default Monitoring Thresholds or Restrictions. To understand monitoring inheritance read About Configuration & Scope Levels.
1 From the Device List, click the Device name link to Edit Device. See Account Monitoring for definitions of each monitoring category and to link to configuration examples.
Administration Function
Account Configuration Functions
Symphony Administrator 4.6
Configuration and Provisioning © 2019 AVI-SPL, Inc. All Rights Reserved Page: 42
2 To change any of the thresholds, click on the chain icon next to the threshold to
break the default inheritance chain associated with the Configuration & Scope
Levels. The broken chain enables you to edit an item. You can toggle the icon by clicking again to revert back to the inheritance chain value (solid chain).
3 You can use the crumb trail to easily navigate when Configuring items.
4.5 ACCOUNT CONFIGURATION FUNCTIONS
After onboarding Locations, Rooms and Devices you can proceed to configuration as necessary, see the Task Outline - Onboarding Your Account for guidance on items to onboard and suggested order of tasks. It is not necessary to configure options unless you want to change the default configuration.
1 Navigate to Administration > Configuration on the left navigation bar to view account configuration options available.
Figure 19: Account Configuration Options
From this screen, you can configure all account functions listed on the screen. Account default settings can be overridden for the account. The list of options varies based on the services for your account.
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CRUMB TRAIL TIP
You can use the crumb trail to quickly navigate to other screens on the crumb trail.
For example, the crumb trail (under the screen title),
By clicking Central Office navigates from the Device information to the Room information.
4.5.1 Account Configuration Definitions
Account Configuration Functions Defined
Activity Description
Monitoring (Default Monitoring
Thresholds and Restrictions)
This feature sets monitoring across the account. When a threshold
is exceeded, a ticket is generated to alert you of the situation.
You can override the default Monitoring Thresholds for account,
locations, rooms, and devices.
Scheduling You can adjust the meeting setup time for the account and change
any of the meeting notification email policies.
Calendar This function enables you to describe the active calendar
synchronization. There are these types of calendar
synchronization:
• Microsoft Exchange Server (Outlook)
• Cisco Telepresence Management Suite (TMS)
Customization This function allows you to customize images for the account
portal logo (large image and small icon image), email logo and
VMR theme.
LDAP This function allows you to setup LDAP integration for an account.
Entitlements The function shows all Symphony related licenses (used/available)
and entitlements for the account. This information is NOT
configurable. These entries are performed exclusively by AVI-
SPL.
Tickets The Ticket function allows you to set custom ticket handling
capabilities for this account.
Registration and Licenses This function allows you to set the policy for user registration,
license assignment and default role assigned to new users.
Recording Optional Service. This function contains the recording and event
(live streaming) abilities for an account if the account has this
service.
VMR Services Optional Service. This function is available for VMR phone
numbers. The phone dial-in information for a VMR meeting
invitation is set in this function.
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4.5.2 Account Monitoring
This section allows you to define custom thresholds used to monitor devices for your account. In addition, you can also define monitoring restrictions. It is not necessary to configure options unless you want to change the default configuration. See About Configuration & Scope Levels to understand monitoring levels thresholds, restrictions and inheritance.
Although this section specifically shows examples at the account configuration level, the same concepts apply for overriding the monitoring thresholds at the location, room, and device, scope level. Account monitoring restrictions can be overridden at the Location, Room, and Device scope level.
➢ Monitoring Thresholds: Symphony can generate tickets for device or other issues that
violate the monitoring thresholds configured for at the Account, Location, or Device
levels based on your configuration. When a threshold is violated, Symphony
determines whether to generate a ticket to alert you of the situation.
➢ Monitoring Restrictions: Symphony allows you to:
▪ Restrict monitoring schedules to disable monitoring as necessary (e.g., for
maintenance, moving, etc.) based on your entire account or by location, room,
device.
▪ ALSO, you can customize if and when to generate tickets based on the monitoring
threshold violation conditions.
4.5.2.1 Set Monitoring Configurations
1 From the Account Configuration Options, click Monitoring to choose the type of monitoring for which you want to configure thresholds.
Figure 20: Account Monitoring Thresholds and Restrictions
NOTE Device monitoring information available to Symphony depends on what the device can offer.
WARNING: Be extra careful and precise when setting thresholds to avoid unexpected situations like not receiving tickets for important issues or ticket flooding.
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4.5.2.1.1 Account Monitoring Definitions
The table below describes the configurable monitoring options. When a threshold is violated, a ticket is generated to alert you of the situation.
1 Click the Activity link column in the table to navigate to examples for these configurations.
Account Configuration: Monitoring Threshold Categories
Activity Description
Video Endpoint
Thresholds
This category contains the following thresholds for monitoring your video
endpoints.
• General Tab thresholds support communication with device, ping
latency, packet loss, audio and video jitter, video speed, and video
resolution.
• Advanced Tab thresholds provide detailed monitoring for Video
Endpoints and SNMP if supported by device. (SNMP has substantially
more information than the other monitoring methods.)
Infrastructure
Elements
Thresholds
This category contains the following thresholds for monitoring your infrastructure
elements.
These thresholds are utilized when you provision a new device. Under
Infrastructure, you can have Edge, Gateway, Generic, Gatekeeper/SIP registrar,
Management, MCU and Recording.
• General Tab thresholds are Communication w/Device, Ping Latency,
and Monitor MCU port Usage.
• Advanced Tab thresholds provide detailed monitoring for infrastructure
elements and SNMP. (SNMP has substantially more information than
the other monitoring methods.)
AV Devices
Threshold
This category contains the following thresholds for monitoring your audio and
video devices.
• General Tab threshold supports communication with devices.
• Advanced Tab thresholds provide detailed monitoring for A/V devices
(e.g., room controller) elements and SNMP. (SNMP has substantially
more information than the other monitoring methods.)
Computer
Thresholds
This category contains the following thresholds for monitoring your computers.
• General Tab threshold supports communication with devices, CPU
usage, memory usage, bandwidth (in and out).
• Advanced Tab thresholds provide detailed monitoring for computers
and SNMP. (SNMP has substantially more information than the other
monitoring methods.)
Expiration Date
Thresholds
This option allows you to set the date for generating tickets and setting ticket
criticality (Ticket Priority) as the expiration date approaches. Currently, the
expiration dates using this threshold are:
• Devices, track the expiration dates for Lease (Service) Expiration and
Manufacturer Warranty Expiration.
• Rooms, track the expiration date for Service Contract Expiration.
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Account Configuration: Monitoring Threshold Categories
Activity Description
Monitoring
Restrictions
This option allows you to stop monitoring during scheduled periods, (e.g.,
maintenance, moving). You can also decide whether to generate monitoring
threshold violation issues (tickets) or Pause monitoring indefinitely.
4.5.2.2 Account Video Endpoint Thresholds
For a definition of this monitoring category, please refer to Monitoring Video Endpoints definition.
4.5.2.2.1 General Tab (Account)
The General tab allows you to configure a variety of thresholds for monitoring devices. For example, when monitoring a video endpoint, you can customize configurable thresholds such as; communication with device, ping latency, packet loss, audio and video jitter, video speed, and video resolution.
Figure 21: Video Endpoints Threshold - General Tab
For example, you can set a monitoring threshold of critical for a video endpoint with monitoring ping latency values (e.g. 400 millisecond) and their associated ticket priority (e.g., critical [P1], major [P2], minor[P3]).
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WARNING Be extra careful and precise when setting thresholds to avoid unexpected situations like not receiving tickets for important issues or ticket flooding.
You can customize the fields as required for monitoring sensitivity.
1 To change any of the thresholds, click on the chain icon next to the threshold to
break the default inheritance chain associated with the Configuration & Scope
Levels. The broken chain enables you to edit an item. You can toggle the icon by clicking again to revert back to the inheritance chain value (solid chain).
2 Press Update.
4.5.2.2.2 Advanced Tab (SNMP & Other Source Monitoring)
You can customize the fields as required for monitoring and ticket priorities of endpoints.
Figure 22: Monitoring Video Endpoints - Advanced Tab
1 Use the Advanced tab toolbar to add or delete SNMP Monitoring thresholds.
2 To change any of the thresholds, click on the chain icon next to the threshold to
break the default inheritance chain associated with the Configuration & Scope
Levels. The broken chain enables you to edit an item. You can toggle the icon by clicking again to revert back to the inheritance chain value (solid chain).
3 Press Update.
4.5.2.2.2.1 Edit Label Ticketing Details
1 If you have permission, you can click the label link to display editable fields.
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Figure 23: Advanced Tab - Ticketing Details
2 The fields break down as follows.
When a hardware issue arises for SNMP source, generate a major ticket for this account.
➢ New Event When identifies a set of numbers separated by dots to generate a
ticket/event based on conditions. For example, 123.34.34.34.23.3.4.44
represents the battery level of a remote. When the condition (less than as
operator) meets the percentage field (e.g. 10) then battery level is low and
generates a ticket (event).
➢ Cleared Event When identifies a set of numbers separated by dots to clear a
ticket/event based on conditions. For example, 123.34.34.34.23.3.4.44
represents the battery level of a remote and the battery level is (more than 90
percent), clear event as (likely someone replaced the battery).
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4.5.2.3 Account Infrastructure Elements Thresholds
For a definition of this monitoring category, please refer to Infrastructure Elements Thresholds Definition. The images below show the monitoring information for this category.
For an explanation of the General and Advanced tabs work, see Video Endpoints Thresholds. The tabs work in the same manner for this monitoring category.
Figure 24: Infrastructure Elements Thresholds - General Tab
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Figure 25: Infrastructure Elements Thresholds - Advanced Tab
4.5.2.4 Account A/V Device Thresholds
For a definition of this monitoring category, please refer to A/V Devices Thresholds Definition. The images below show the monitoring information for this category.
The General tab for A/V Devices has monitoring available for configuring Generic devices. Generic configuration is for devices that do not have a video endpoint such as projector, monitors, (could be anything).
For an explanation of how the General and Advanced tabs work, see Video Endpoints Thresholds. The tabs work in the same manner for this monitoring category.
Figure 26: A/V Device Thresholds - General Tab
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The Advanced tab has monitoring available for other devices that contain a specific source which provides more detailed monitoring data.
Figure 27: A/V Device Thresholds - Advanced Tab
4.5.2.5 Account Computer Thresholds
For a definition of this monitoring category, please refer to the computer thresholds definition. The images below show the monitoring information for this category.
For an explanation of how the General and Advanced tabs work, see Video Endpoints Thresholds. The tabs work in the same manner for this category.
Figure 28: Computer Thresholds - General Tab
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Figure 29: Computer Thresholds - Advanced Tab
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4.5.2.6 Account Expiration Date Thresholds
For a definition of this monitoring category, please refer to the expiration date thresholds definitions. Monitoring thresholds can be overridden at the Account, Location, Room, and Device level.
NOTE If the device Lease Expiration Date, or device Manufacturer Warranty Expiration Date, or room Service Contract Expiration Date actual dates are NOT configured, no tickets are generated.
Figure 30: Account - Expiration Date Thresholds
1 To generate tickets based on the approaching expiration date, set the days to expiration threshold for generating tickets. You can generate tickets based on criticality (Critical, Major, Minor) related to the approaching expiration date.
Blank out fields (empty) if you do NOT wish to generate a ticket.
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2 To change any of the thresholds, click on the chain icon next to the threshold to
break the default inheritance chain associated with the Configuration & Scope
Levels. The broken chain enables you to edit an item. You can toggle the icon by clicking again to revert back to the inheritance chain value (solid chain).
3 Press Update.
4.5.2.7 Account Monitoring Restrictions
For a definition of this monitoring category, please refer to the monitoring restrictions definition. Monitoring restrictions can be overridden at the Account, Location, Room, and Device level, see Account Monitoring for more.
Figure 31: Monitoring Restrictions Configuration
1 To change any of the thresholds, click on the chain icon next to the threshold to
break the default inheritance chain associated with the Configuration & Scope
Levels. The broken chain enables you to edit an item. You can toggle the icon by clicking again to revert back to the inheritance chain value (solid chain).
2 Press Update.
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4.5.3 Account Scheduling
From this screen you can customize the meeting setup time for the account. You can change any of the meeting notification email policies.
In addition, you can set these feature options for meetings:
➢ Never automatically terminate VIP meetings and/or
➢ Any meeting to automatically retry busy endpoints.
Figure 32: Account Scheduling Configuration
1 To change any of the thresholds, click on the chain icon next to the threshold to
break the default inheritance chain associated with the Configuration & Scope
Levels. The broken chain enables you to edit an item. You can toggle the icon by clicking again to revert back to the inheritance chain value (solid chain).
2 Press Update.
4.5.3.1 Never Auto terminate VIP Meetings
The feature to NEVER auto-terminate V.I.P. meetings is configurable by account and
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determined by the meeting type is VIP meeting. You must use the VIP Meeting checkbox on the Producer tab when scheduling a meeting to utilize this feature.
When the feature to never auto-terminate V.I.P. meetings is enabled and a meeting is designated as V.I.P. Meeting when scheduled (Producer Tab), devices stay connected no matter when the meeting ends. Producer’s MUST MANUALLY terminate the meeting. For instance,
➢ If the meeting end time does not exceed the scheduled end time the meeting STILL
REQUIRES manual termination by a producer using the meeting moderation button
(terminate).
➢ If another (subsequent) meeting tries to auto-connect to an endpoint which is still in
use by the V.I.P. meeting, the subsequent meeting endpoint receives an invite to the
original V.I.P. meeting and can accept or decline the invitation.
Supported MCUs. All supported MCUs act in the same manner described below.
➢ RMX (Polycom)
NOTE For RMX only, the property setting in the RMX MCU profile for auto-terminate must equal FALSE. This setting ensures RMX will NOT auto-terminate the meeting and this feature works as described.
➢ Cisco Meeting Server (CMS)
➢ Pexip
The global default configuration for this feature is FALSE (off) which means V.I.P. meetings/devices ARE automatically terminated upon meeting completion.
To enable the never auto-terminate V.I.P. meetings feature for an account, navigate to Administration > Configuration > Scheduling:
Figure 33: Account Configuration (break inheritance; enable Never Auto-terminate V.I.P. feature)
4.5.3.2 Auto-Retry Busy Endpoints
Based on your account configuration, Symphony automatically retries to connect to busy endpoints scheduled for a meeting. The number or retries for connection and the duration between retries is configured by account.
Auto-retries to busy endpoints can be performed when the meeting launches. Once the meeting launches, any participants (endpoints) invited at meeting time also have the auto-retry capability.
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NOTE When selecting (adding) rooms in the web scheduler (Conferencing Tab), select a room and ensure the Automatically connect devices to the meeting check box is checked.
Supported MCUs are:
➢ RMX (Polycom)
➢ Cisco Meeting Server (CMS)
➢ Pexip
NOTE For CMS, the participant is re-added to the meeting after endpoint disconnect. RMX disconnected participants are simply shown as disconnected before the retry.
These auto-retry settings are configured for an account by navigating to Administration > Configuration > Scheduling:
➢ auto-retry busy endpoint (default is FALSE disabled, meaning no auto-try of busy endpoint). If auto-retry busy endpoint is enabled (TRUE), you can set:
▪ auto-retry number of times to attempt retry busy connection.
▪ auto-retry interval minutes until next retry busy connection attempt.
Figure 34: Account Configuration (Auto-retry Busy Endpoints)
4.5.4 Account Calendar
This screen describes the active calendar synchronization, (screens are configured by AVI-SPL and are read only). There are these types of calendar synchronization:
➢ Microsoft Exchange Server (Outlook)
➢ Cisco Telepresence Management Suite (TMS)
For TMS synchronization, select the direction of the sync when the account is entitled to TMS sync service). For more information, read about TMS.
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Figure 35: Account Calendar Configuration - TMS Example
4.5.5 Account Customization (Portal Logos, Email Logo and VMR Theme)
You can customize images for the account portal logo (large image and small icon image), email logo and VMR theme.
1 To customize, click the Change link below the desired image category and upload an image.
NOTE The VMR theme must be a zip file.
Figure 36: Custom Logo Configuration
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4.5.6 Account LDAP
This screen allows you to setup the LDAP integration for a customer. When LDAP integration is enabled, users can login to the portal using their LDAP (single sign-on SSO) credentials.
Figure 37: Account LDAP Configuration
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4.5.6.1 LDAP Field Descriptions
The table describes each field on the LDAP Configuration screen. Coordinate with AVI-SPL for LDAP configuration.
LDAP Configuration Fields Defined
Field Description
Enable LDAP Integration Check this box to enable LDAP server integration with Symphony
for this account.
Secure LDAP Check this box to enable LDAP server. LDAP servers can be on
customer’s premises which can be accessible from Symphony
cloud.
Use CommProxy When LDAP server is deployed on customer premises this
checkbox must be to be checked.
LDAP Enabled
Server Hostname Enter the IP address of the LDAP server.
Server Port Enter the port number of the LDAP server
User DN This field contains the Distinguished Name (DN) for connecting to
LDAP. See definitions https://msdn.microsoft.com/en-
us/library/aa366101(v=vs.85).aspx
Example: CN=XXXXVMR,OU=Service
Accounts,OU=Org,DC=YYYY,DC=LOCAL
User Password This field contains the user password for connecting to LDAP.
Search Bases This field contains LDAP/Active Directory parameters that
represent:
CN = Common Name
OU = Organizational Unit
DC = Domain Component
Example: OU=Org,DC=XXXXXX,DC=LOCAL.
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4.5.7 Account Entitlements
This function shows Symphony related licenses and entitlements (SKUs, etc.) for an account. The information displayed for the account is provisioned by AVI-SPL personnel and fields are read-only.
Licenses Count: Primarily, you are concerned with licenses and number count, (e.g., Premier conferencing 31 / 50000).
➢ Licenses in use for your account (first number, e.g. 6 licenses used).
➢ Licenses allotted for your account (second number, e.g. out of 50000 allotted
licenses).
Entitlements: Shows the services to which the account is entitled, expired Entitlements are displayed in red.
Figure 38: Entitlements (Licensing) License Counts (used/allotted)
Figure 39: Entitlements (Shows your accounts bridging and other services)
1 You can use the filter icon to show or hide the ISDN SKUs on the display, (default is hide).
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4.5.8 Account Tickets
The Ticket function allows you to set custom ticket handling capabilities for this account.
4.5.8.1 Ticket Adapter Configuration (TAL)
To synchronize a third-party account ticketing solution, you must have the Ticket Adapter enabled, contact AVI-SPL to enable a ticketing solution, (e.g., ServiceNow, Salesforce). You can select the ticketing system from the drop-down list, (e.g. Customer Ticketing Solution).
Figure 40: Ticket Adapter (disabled)
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4.5.8.2 Tickets (Closing Policies)
The ticket closing policy field values are inherited from the default configuration. Items displayed can be updated by clicking on the chain icon to break the inheritance and set an account value.
You can set monitoring restrictions to stop ticket generation for location(s), room(s), device(s) as necessary (e.g., maintenance, move etc.).
For a complete explanation of ticketing and their workflow, status, etc., please refer to the Symphony - Customer Admin User Guide, section About Tickets.
Figure 41: Account Ticketing Closing Policies
The check box options are:
➢ Automatically set Open tickets to Pending Close when issue is resolved.
➢ Automatically set Pending Close to Close.
➢ Automatically Close aging tickets.
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1 To change any of the thresholds, click on the chain icon next to the threshold to
break the default inheritance chain. The broken chain enables you to edit an item. You can toggle the icon by clicking again to revert back to the inheritance chain value (solid chain).
2 Press Update.
4.5.9 Account User Registration (Policy, Licensing and Role Defaults)
This function allows you to set the policy for user registration, license assignment, and default role assigned to new users. The account’s policies in this section are the basis for providing account default roles and other User configuration.
Figure 42: Registration & Licenses Configuration
1 In the General section, you can specify whether users for this account are allowed to self-register from the Symphony user portal (see Register Account link below the Sign-in to your account box. To enable self-registration, check the box (under General).
Figure 43: Symphony Portal Sign In
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2 You can additionally allow users with an email address matching a particular domain to register, (e.g., acme.com, gmail.com, etc.). The delimiter for multiple domains is a comma.
3 License Assignment enables the account user roles to possess conferencing and/or VMR services. Conferencing license options are:
▪ Premier Conferencing (default) - Allows the user to login to user portal and
schedule meetings. For Managed Services Powered by Symphony, Users can call
the AVI-SPL GSOC to schedule meetings, change schedules, etc. Meetings which
engage a GSOC producer and/or meeting attendance are charged regardless of
service type.
NOTE Standard Conferencing is obsolete.
▪ None - No Symphony conferencing service (account can have VMR access
without conferencing setup).
4 Default role for new users is set using the drop-down selection list. When you Add a user, this default role is utilized unless specifically changed for the user.
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4.5.10 Account Recording
This function contains the recording and event (live streaming) abilities for an account. The guest privileges for viewing are inherited from the default configuration settings for Recording.
Figure 44: Recording Configuration
1 To change any of the thresholds, click on the chain icon next to the threshold to
break the default inheritance chain. The broken chain enables you to edit an item. You can toggle the icon by clicking again to revert back to the inheritance chain value (solid chain).
2 See Enable Recording Field Descriptions section and configure accordingly.
3 Press Update.
4.5.10.1 Enable Recording Field Descriptions
The table describes each field on the Enable Recording section of the screen. Recording is provided via the rec.vc service.
Enable Recording Configuration Fields Defined
Field Description
Username This field contains the User Name for cloud Rec.vc. service login.
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Enable Recording Configuration Fields Defined
Field Description
Password This field contains the Password for cloud Rec.vc. service login.
Max number of simultaneous
recordings
This field contains the max number of concurrent meeting
recordings allowed.
Recorder Name This field is used for configuring the recorder and should not be
changed by anyone unfamiliar with recorder settings.
Recorder URI This field is used for configuring the recorder and should not be
changed by anyone unfamiliar with recorder settings.
Recorder Hostname This field is used for configuring the recorder and should not be
changed by anyone unfamiliar with recorder settings.
Recorder Status This field is used for configuring the recorder and should not be
changed by anyone unfamiliar with recorder settings.
Recordings Storage This field is used for configuring where account records will be
stored, (i.e. locally or cloud) .This setting should not be changed
by anyone unfamiliar with recorder settings.
4.5.11 Account VMR
The phone dial-in information for a VMR meeting invitation is set via this configuration.
Figure 45: Account VMR Configuration