Polycom Pano Administrator's Manual
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Polycom Pano Administrator's Manual

Polycom Pano Administrator's Manual

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ADMINISTRATOR GUIDE
1.1 | December 2017 | 3725-42460-003A
®
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Polycom
Pano

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  • Page 1 ADMINISTRATOR GUIDE 1.1 | December 2017 | 3725-42460-003A ® ™ Polycom Pano...
  • Page 2 Open Source Software Used in this Product This product may contain open source software. You may receive the open source software from Polycom up to three (3) years after the distribution date of the applicable product or software at a charge not greater than the cost to Polycom of shipping or distributing the software to you.

  • Page 3: Table Of Contents

    Power Off the Device....................9 Managing the System......................9 Access the System Web Interface................9 Access the Polycom Cloud Service Administration Portal from the System Web Interface....................10 Access the Polycom Cloud Service Administration Portal from an Assigned URL........................10 System Hardware.....................
  • Page 4 Install Certificates....................32 View Certificates.....................33 Delete Certificates....................33 Change Local Account Credentials...................33 Disable the Security Code....................34 Wireless Communication Options..................34 Wireless Bands for Miracast-Certified Devices............34 Enable Wireless Settings..................34 Disable Wireless Settings..................35 Port Usage........................35 Port Connections....................35 Encryption......................... 37 Polycom, Inc.
  • Page 5 Automatically Update Software................46 Update Software from a USB Storage Device............46 Downgrading System Software..................47 Polycom Cloud Service................... 48 Polycom Cloud Service Administration Account Activation Process.........48 Activate a Polycom Cloud Service Administration Account........49 Complete Account Activation................. 49 Sign in with Your Administration Account...............50 Integrate with Microsoft Office 365..................50...
  • Page 6 Contents Supported Polycom Video Systems..................63 Connecting a Polycom Video System Using Two Monitors..........64 Direct Connection Setup..................64 HDMI Splitter Setup....................65 HDMI USB Adapter Setup..................67 Complete the Two-Monitor Setup (HDMI Splitter or HDMI USB Adapter)..... 69 Connecting a Polycom Video System Using Three Monitors..........71 Complete the Three-Monitor Setup................

  • Page 7: Before You Begin

    Polycom Pano Safety and Regulatory Notices, which describes safety and legal considerations with using the Pano device Polycom recommends that you record your device's serial number and have it available for setup and troubleshooting. The serial number is printed on the device and the shipping box labels. It also is listed on the Dashboard of the system web interface.

  • Page 8: Getting Started

    Remote administrator access for managing standalone devices. Hardware Features Polycom designed the Pano device system to be always connected and powered. The system includes limited cable connections to simplify setup, and its compact design fits most space requirements. Polycom, Inc.
  • Page 9 The device ships with this Ethernet port covered. This port is reserved for future use. 10/100/1000 Ethernet port powered with PoE+ PD This port supports IEEE 1588 for time synchronization with devices in a room. 2.0 mm jack for optional external 54 V DC power adapter Polycom, Inc.

  • Page 10: System Indicator Lights

    System is in software update or factory restore mode Powering On and Off The Pano device remains in an awake state. It does not have a power button or power-saving or monitor sleep modes. You can power the Pano device with the following: ▪...

  • Page 11: Power Off The Device

    2. Enter your administrator credentials. The default Admin ID is admin, and the default admin password is the last six digits of the Pano device serial number. You can find the serial number on a sticker on the back of the device, on the shipping container, or on the Dashboard screen of the system web interface.

  • Page 12: Access The Polycom Cloud Service Administration Portal From The System Web Interface

    If your organization has activated a Polycom Cloud Service account, you can access the service's administration portal to manage registered devices and configure cloud capabilities. You can access the portal from the system web interface of a Pano device that is registered to the Polycom Cloud Service.

  • Page 13: System Hardware

    The Pano system needs to be connected to a monitor and can be mounted on table, wall, or monitor. Note: To prevent the Pano system from overheating, make sure there is at least 1 in. of space on top and 2 in. on the sides with the ventilation openings (this does not apply to the sides with the input/ output ports, mounting plate, or prominently displayed Polycom logo).

  • Page 14: Positioning The System

    System Hardware Positioning the System You can mount the Pano system on a table, wall, or monitor. If you mount the system on a tabletop, desk, or shelf, position the cables away from foot traffic to prevent accidental disconnections or damage.

  • Page 15: Mount The System On A Monitor

    Before you begin, make sure all cables are disconnected from the system. The Pano system mounting kit includes a mounting plate with 50 mm, 75 mm, and 100 mm VESA Mounting Interface Standard (MIS) hole patterns. If your monitor has a different VESA hole pattern, you may be able use a VESA adapter plate (refer to the manufacturer’s documentation).
  • Page 16 Then, gently push the system down until you hear a lock that indicates the device is secure. 4. Connect the cables and position them away from foot traffic to prevent accidental disconnections or damage. Polycom, Inc.

  • Page 17: Setup Wizard

    Provision the System The setup wizard, also known as the out-of-box (OOB) state, walks you through the initial steps of configuring your Pano system. It is available during initial setup, after a system reset with settings deleted, and after a factory reset.

  • Page 18: Set Up System Manually

    Password are automatically completed. If a service is not detected, you must enter all the fields manually. 3. If the Polycom Cloud Service registration page displays, select Sign In to register your system or Skip. You see this page only if your provisioning service allows your system to also register with the Polycom Cloud Service.

  • Page 19: General Settings

    Enable Screen Mirroring ▪ Disable Screen Mirroring The General Settings tab in the system web interface lets you configure basic features of your Pano device, such as its language and if you want to allow screen mirroring. Related Links Access the System Web Interface...

  • Page 20: Set Device And Room Names

    Current Time are configurable. Set Device and Room Names You can set the device and room names associated with a standalone Pano system using the system web interface. You must use the Polycom Cloud Service Administration portal to change the names of a system that is registered with the Polycom Cloud Service.

  • Page 21: Enable Screen Mirroring

    4. Enter a Room Name. A Room Name is how users identify a Pano system they want to connect to from a device or the Pano App. Polycom recommends that you use a name that is associated with the system's location (e.g., a conference room).
  • Page 22 1. In the system web interface, go to General Settings > Screen Mirroring. 2. Deselect the screen mirroring options that you want to disable. The Pano system updates, and the screen mirroring options you disabled do not display in the home screen animation.

  • Page 23: Provisioning Service

    Register with Polycom Cloud Service on page 18 Enable a Provisioning Service You can register your Pano system with RealPresence Resource Manager in one of the following ways: ▪ Entering the required information in the General Settings of the system web interface.

  • Page 24: Configure A Provisioning Service

    1. In the system web interface, go to General Settings > Provisioning Server. 2. Select Load Discovered Information. The registration fields complete automatically if your Pano system detects a provisioning server. 3. If your system did not detect a provisioning server, complete the following fields with information...

  • Page 25: Network Settings

    Configure DNS Settings ▪ Configure LAN Options Once you have connected the Pano device to the LAN, you can begin configuring its network settings. Note: Not all network types are available in every country. Related Links Access the System Web Interface...
  • Page 26 This setting is configurable only when you select Enter IP address manually. Global Address Displays the IPv6 Internet address. This setting is configurable only when you select Enter IP address manually. Default Gateway Displays the gateway currently assigned to the system. Polycom, Inc.

  • Page 27: Configure Dns Settings

    3. Select Save. Configure LAN Options There are several options for configuring the LAN in your Pano system web interface. Procedure 1. In the system web interface, go to Network > LAN Options. 2. Configure the following settings as needed:...
  • Page 28 Specifies the system's identity for 802.1X authentication. This setting is available only when EAP/802.1X is enabled. The field cannot be blank. EAP/802.1X Password Specifies the system's password for 802.1X authentication. This setting is required when EAP-MD5, EAP-PEAPv0, and EAP-TTLS are used. Polycom, Inc.

  • Page 29: Monitor Settings

    9 HDMI Interfaces The Pano device includes two HDMI interfaces: an input for wired content sharing, including audio streaming, and an output for the local interface monitor connection. The device supports only HDMI-to-HDMI connections and not display conversions such as VGA-to-HDMI cable converters.

  • Page 30: Supported Hdmi Output Resolutions

    Monitor Settings Supported HDMI Output Resolutions The Pano device supports the following output resolutions for the local interface monitor connection. Supported HDMI Output Resolutions and Frame Rates Resolution Frame Rates 2160p 25, 30, 50, 60 1080p 25, 30, 50, 60...
  • Page 31 Automatic The default setting specifies that the Resolution setting is automatically detected. ▪ Manual  Lets you select the Resolution setting. Resolution Specifies the monitor resolution. This setting is unavailable when you select Automatic for the Configure Monitor setting. Your changes save automatically. Polycom, Inc.

  • Page 32: Security

    (CSRs). ANSI X.509 standards regulate the certificate characteristics. Your Pano system can generate CSRs to send to a certificate authority (CA), a trusted entity that validates and officially issues, or signs, PKI certificates. The Pano system uses those certificates for client and server authentication.

  • Page 33: Create A Certificate Signing Request

    Security Create a Certificate Signing Request If a PKI is deployed in your environment, creating a CSR is the first step in making sure your Pano system is trusted by its network peers. Procedure 1. In the system web interface, go to Security > Certificates.

  • Page 34: Configure Certificate Validation Settings

    User-installed certificates can be automatically validated when establishing an authenticated network connection. To perform this validation, the Pano system must have certificates installed for the CAs that are part of the trust chain. Note: These settings are used only for 802.1X authentication.

  • Page 35: View Certificates

    This allows you to, for example, navigate with your browser over a secure connection to the Pano system web interface and perform administrative tasks. View Certificates User-installed certificates are listed in the Pano system web interface, where you also can view the contents of those certificates. Procedure 1.

  • Page 36: Disable The Security Code

    The way you can can disable the code varies depending on the system setup. For example, if the system is registered and connected to the Polycom Cloud Service, the option to disable the security code is read- only in the system web interface.

  • Page 37: Disable Wireless Settings

    Disabling Wi-Fi turns off screen mirroring with Miracast-certified devices. ▪ Disabling Bluetooth turns off screen mirroring with AirPlay-certified devices and prevents those devices and the Pano App from automatically discovering a Pano system. (The Pano App can still connect with the system IP address.) Procedure 1.
  • Page 38 Static Automatic time synchronization Bidirectional Static TCP/SCTP SSL/HTTPS Static TCP HTTPS web server listener that provides TLS access to the Pano system web interface. Also used by AirPlay. Required for integrating with the Polycom Cloud Service. Inbound Static UDP/TCP Real Time...

  • Page 39: Encryption

    Procedure to verify that PKCS #1 basic software assets are Integrity not compromised (i.e., replaced or modified by hackers). During system bootup, the Pano device verifies that only a valid bootloader and Boot Configuration Table (BCT) images can execute. Polycom, Inc.
  • Page 40 IP network connection Integrity media from an AirPlay- from an AirPlay-certified certified device to the device to the Pano device Pano device’s Ethernet Ethernet NIC. It does not network interface. use a private, short-range wireless network connection to the Pano device.
  • Page 41 Security Application Encryption Function Description Protocol Used Cluster Control Service Authentication Allows the Pano device to TLS 1.1 and 1.2 Client retrieve PIN codes from Integrity the Polycom Cloud Confidentiality Service for the room device cluster. RealPresence Group Authentication Allows pairing with a TLS 1.1 and 1.2...
  • Page 42 Security Application Encryption Function Description Protocol Used Pano App Screen/App Confidentiality Used by the Pano App to TLS 1.1 and 1.2 Share Signaling Server set up the screen and Integrity (Port 5001) application sharing sessions with the Pano device (no media flows over this connection;...

  • Page 43: Content Sharing

    ® ® ® ® ▪ Pano App  Users can install the application on a Microsoft Windows or Apple system that is not wired to the Pano device. Users can share their screen, a running application, or content Polycom, Inc.
  • Page 44 Content Sharing from a Microsoft OneDrive for Business account (the latter option requires a Polycom Cloud Service account). Note: Polycom Cloud Service Content Sharing is a Polycom Labs feature. For more information, see the Polycom Pano Release Notes. Polycom, Inc.

  • Page 45: System Maintenance

    The following data is not saved with a factory reset: ▪ Software updates ▪ Logs ▪ User-installed PKI certificates The Pano system reset button that you use to initiate the factory reset process is located on the front of the device, displayed in the following figure: Polycom, Inc.

  • Page 46: Delete System Settings

    Resetting your system deletes all but the following data: ▪ Current software version ▪ Logs ▪ User-installed PKI certificates Procedure 1. In the system web interface, go to Diagnostics > System Reset. 2. Select Reset All System Configurations. Polycom, Inc.

  • Page 47: Updating System Software

    USB storage device. Choose Software Update Location in System Web Interface You may have several options for updating your Pano system software depending on your environment. Procedure 1. In the system web interface, go to General Settings > Software Update.

  • Page 48: Manually Update Software

    Support. 2. Save the package to the root directory of a USB storage device. 3. Connect the storage device to the USB 2.0 port on the back of the Pano device (i.e., the top USB port). The device detects the USB storage device and displays a prompt on the monitor to confirm that you want to update the software.

  • Page 49: Downgrading System Software

    4. Select OK and follow the setup wizard instructions to complete the update. Downgrading System Software You can downgrade the software on your Pano system to an earlier version using any of the supported software update methods. Note: Before you downgrade the system software, Polycom recommends doing the following: ▪...

  • Page 50: Polycom Cloud Service

    The Polycom Cloud Service uses the industry-standard OAuth 2.0 protocol to enable access to your enterprise Office 365 services via the Polycom Pano App. This allows users to sign in directly to Office 365 without the Polycom Pano App or the Polycom Cloud Service ever having access to user credentials.

  • Page 51: Activate A Polycom Cloud Service Administration Account

    3. Re-enter the password in the Confirm Password field. 4. Click Submit. You are redirected to the Polycom Cloud Service Administration Sign In screen where you can sign in using your email address and the password you just configured for your account.

  • Page 52: Sign In With Your Administration Account

    The Polycom Cloud Administration portal URL is in your “Polycom Cloud Service Administration Account Activated” email message. Procedure 1. You can sign into your account at any time in the Polycom Cloud Service Administration portal at https://console.plcm.cloud. 2. Enter your email address in the Email Address field and click Continue.
  • Page 53 Properties > Directory ID Tenant ID Default Azure Active Directory Domain Name (Example: Tenant <company>.onmicrosoft.com) 6. Return to the Polycom Cloud Service Administration portal and finish the rest of the authentication provider configurations. a. Go to Authentication Provider. Polycom, Inc.

  • Page 54: Authentication Providers

    Active Directory) or an on-premises Microsoft Active Directory service (federated for cloud service access via ADFS). Pano App users sign in using their Microsoft Office 365 user account credentials to access files in their OneDrive for Business folders; Polycom Cloud Service Administration users can sign into the Polycom Cloud Service Administration portal using their enterprise account credentials or their local account credentials.

  • Page 55: Add Office 365 As A Custom Authentication Provider

    To disable it, click (Active), then click Disable. Note: If enabled, Polycom Cloud Service Administration users can sign in with it instead of entering user credentials and Polycom Cloud Service is granted the permission to access user profile in the Microsoft Office 365.

  • Page 56: Add Adfs As A Custom Authentication Provider

    2. In the Custom Authentication Providers section, click (Inactive). 3. Register the Polycom Cloud Service as an OAuth 2.0 client. Your Active Directory administrator should register the service using the Callback URL (see table below). 4. Configure the required fields for the authentication provider.

  • Page 57: Edit Or Delete A Custom Authentication Provider

    The Polycom Cloud Service supports a single document service provider: Microsoft Office 365 OneDrive for Business. Note: Polycom Cloud Service Content Sharing is a Polycom Labs feature. For more information, see the Polycom Pano Release Notes. Related Links Integrate with Microsoft Office 365...

  • Page 58: Edit Or Delete The Integrated Document Service

    Name Document service name Client ID Application ID created for the Polycom Cloud Service as part of registering it within Microsoft Azure Active Directory Client Secret API Access Key created for the Polycom Cloud Service as part of registering it...

  • Page 59: Edit Or Delete A Registered Device

    IP Address Device IPv4 address Tip: Clicking on the address of the Polycom Pano device establishes a web UI session (a separate tab in your browser) to the Polycom Pano device. Room Name Room name of the Polycom Pano device.

  • Page 60: User Management

    Notification Language Language of notification email messages Sign In Account User credentials that user can use for signing in the Polycom Cloud Service Administration portal. User Role User roles that associate with different access permissions in the Polycom Cloud Service Administration portal.

  • Page 61: Polycom Cloud Service Enterprise Administrator

    The Enterprise Administrator has an active local administration account associated with all available user roles. With these initial settings, the Enterprise Administrator has full access to the Polycom Cloud Service Administration portal without activating and configuring the administration account.

  • Page 62: Edit Or Delete An Administration Account

    The new user receives different welcome email messages depending on your selected account type: ▪ If you selected Enterprise and Local in the Sign In Account field, the user receives a welcome email message with an activation link to begin activating the Polycom Cloud Service administration account. ▪...

  • Page 63: Change User Interface Language

    Change the user interface language in the bottom right corner of all the configuration screens. User Password You can reset your password on the Polycom Cloud Service Administration Sign In screen; you can change your password from the account menu.

  • Page 64: Sign Out

    Polycom Cloud Service Procedure 1. In the Polycom Cloud Service Administration portal, click the account menu (a drop-down list labeled with your name, found in the top right corner of the screen). 2. Select Change Password. 3. Enter your current password and new password.

  • Page 65: Integrating With A Polycom Video System

    ▪ Unpair a Polycom Video System The Pano system can send content to a Polycom video system. Once your preferred setup is complete, content sharing is enabled; the Pano system detects when content is available and automatically presents it to the Polycom video system.

  • Page 66: Connecting A Polycom Video System Using Two Monitors

    Annotations made to far content cannot be seen by far-end participants. ▪ Users can connect their device (such as a laptop) to the Pano system using HDMI to share content. The following diagram illustrates how the components for this setup are connected:...

  • Page 67: Hdmi Splitter Setup

    4. Connect one end of an HDMI cable to the HDMI Input port on the Polycom video system. 5. Connect the other end of the HDMI cable to the HDMI Output port on the Pano system, as shown in the following figure: 6.
  • Page 68 ▪ Users cannot directly connect their device to the Pano system using HDMI. ▪ To share content during a meeting, you must first place a call on the Polycom video system and then start content. ▪ You need three HDMI cables and a 4K HDMI splitter for this setup.

  • Page 69: Hdmi Usb Adapter Setup

    Integrating with a Polycom Video System 4. Connect the other end of the HDMI cable to the HDMI Output port on the Pano system, shown in the following figure: 5. Connect one end of an HDMI cable to HDMI 1 on the splitter.
  • Page 70 Polycom video system with an HDMI USB adapter. Procedure 1. Make sure your Pano system is running the latest software. 2. Connect the adapter USB cable to the USB 3.0 port on the Pano system, shown in the following figure: 3. Complete the rest of the setup.

  • Page 71: Complete The Two-Monitor Setup (Hdmi Splitter Or Hdmi Usb Adapter)

    For Monitor 1 at Monitor Profile, select Content, then Far, then Near. 3. Restart the Polycom video system. 4. Connect one end of an HDMI cable to the Polycom video system HDMI Input port (see images below for port location). (For RealPresence Group 700 systems, you must connect the HDMI cable to Input port 3.)
  • Page 72 Select the RealPresence Group Series HDMI Out is Connected to Pano checkbox if you have connected the Polycom video system. If you see an error message indicating that the Pano system Input port is not connected, ignore it for now.

  • Page 73: Connecting A Polycom Video System Using Three Monitors

    Connecting a Polycom Video System Using Three Monitors You can pair a Pano system with a Polycom video system using a three-monitor setup that lets you display far video, far and near content, and Pano system content during a meeting.

  • Page 74: Complete The Three-Monitor Setup

    2. Set the HDMI splitter to Scaler. 3. Connect one end of an HDMI cable to the splitter. 4. Connect the other end of the HDMI cable to the HDMI Output port on the Pano system, shown in the following figure:...
  • Page 75 5. Connect one end of an HDMI cable to HDMI 1 on the splitter. 6. Connect the other end of the HDMI cable to the HDMI Input port on the Pano system monitor. 7. Configure your Pano system monitor settings: a.

  • Page 76: Test Content Sharing

    74 Test Content Sharing You can perform a test to confirm that content sent from a Pano system is displaying on a Polycom video system and vice versa. This is helpful when you are pairing systems from a remote location.

  • Page 77: Unpair A Polycom Video System

    Complete the Two-Monitor Setup (Direct Connection) on page 64 Unpair a Polycom Video System You can unpair a Polycom video system from a Pano system when you no longer want to pair with it, such as to pair a different system. Procedure 1.

  • Page 78: Troubleshooting

    If you are not able to share content successfully and you have verified that the equipment is installed and set up correctly, contact Polycom Support. Be prepared to provide the Pano system logs an details about the issue you are experiencing.

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